(NTA) Northacre

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08-02-13	dodgy	blaydonracy


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this company was given away by the directors who sold to spadille these are the same people who voted for £2.5MILLION to be paid into the northacre pension scheme from the last payment of the latest lancasters profit whilst promising a dividend to shareholders from the remaing millions still to come. More View thread 1 Respond Login to Vote up
05-02-13	damac latest rns	blaydonracy


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goes completely against their previous rns More View thread 1 Respond Login to Vote up
29-01-13	vicarage gate	blaydonracy


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does anyone know the projected profit this latetest jv is expected to make for northacre More View thread 1 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
28-01-13	latest rns	blaydonracy


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hmm, that only leaves damac see rns18th jan so will their offer still be higher than the one by spadille who havent actually made an offer, see fridays rns More View thread 1 Respond Login to Vote up
26-01-13	strange rns	blaydonracy


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almost as strange as K b,N selling his shares if their has been no offer and we are still a independent company the dividend per share from the lancasters alone would be quite a tidy sum for anyone with 5m shares to collect More View thread 1 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
22-01-13	Re: ripped off	blaydonracy	1


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divide the 2,5 MILLION POUNDS they paid into their pension pot by the amount of shares in issue, add the 10 MILLION POUNDS in the bank then theirs the TENS of millions to come from the lancasters , which is all profit that we as shareholders ,see some of, More View thread 1 Respond Login to Vote up
21-01-13	Hold Re: ripped off	David116


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"ripped off - Thats how i feel when our BOD are very pleased to pay 2.5 MILLION into their pension pot out of last profits from the lancasters" I think that the directors were very brave to be resposible for the removal of the whole of the interior of The Lancasters building, holding it up with scaffolding, taking the interior ground level down, and then redeveloping from the inside. It was a massive project, and could have been a disaster if it had gone wrong. They deserve to be richly rewarded, and I am comfortable with my cut. More View thread 2 Respond Login to Vote up
15-01-13	kifkin v minerva lancasters	blaydonracy	2


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ANYBODY remember their silly offer for minerva of 60p minerva eventually sold for £1,23 thats because the company that got minerva realised that the profits are so huge that they are worth waiting for. now that we are on the verge of receving the final profits from our jv why oh why is our board saying its not sure when this will happen just look at sales achevied max 1 year to go REMEMBER TEN OF MILLIONS TO BE PAID TO NORTHACRE More View thread 1 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
15-01-13	ripped off	blaydonracy	2


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Thats how i feel when our BOD are very pleased to pay 2.5 MILLION into their pension pot out of last profits from the lancasters THEY CERTAINLY WERE NOT UNCETAIN ABOUT THAT WERE THEY? More View thread 2 Respond Login to Vote up
14-01-13	tens	blaydonracy	2


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of millions in profit to come ARE OUR BOARD OF DIRECTORS seriously telling us 96pence is fair value More View thread 1 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
14-01-13	LANCASTERS PROFIT	blaydonracy	2


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WHO CARES if some members of the board are uncertain when the next profit wil be paid as the amount of further millions to come is well worth waiting for More View thread 1 Respond Login to Vote up
14-01-13	IN THE BANK	blaydonracy	2


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OVER TEN MILLION More View thread 1 Respond Login to Vote up
14-01-13	96P 96P	blaydonracy	2


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VALUES NTA 24 MILLION OR SO More View thread 1 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
14-01-13	t/o offer	blaydonracy	2


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something not quite right here , two companies both offering the same price, when we have a healthy balance sheet and even more profit to come from the lancasters alone never mind vicarage gate what i would like to know is what the dividend we as shareholders w0uld get once the last payment from minerva is received I SUSPECT that it should be veryclose to the offer price so why would ANY B O D even entertain such a low ball offer from ken mcraes takeover company when THEIR IS PROFITS COMING OUR WAY IN EXCESS OF ANY VALUATION OF 96 PENCE PER SHARE i More View thread 1 Respond Login to Vote up
21-12-12	Re: RNS Takeover	fouriron


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Naive, I suspect you will think I am, but how do you arrive at your figure of £1.74 AND if you are correct why has the SP hardly moved at 92p? More View thread 2 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
20-12-12	Buy RNS Takeover	maxarchie	1


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The minimum will be £1.74 per share And we have 2 bidders More View thread 2 Respond Login to Vote up
28-11-12	Re: NTA - £19m MKT CAP - £10...	David116


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My two big bets are Inland Homes and Northacre. Both share prices are substantially below asset values. Why? Because shareholders and potential new investors don't trust the directors. How much will they take out before shareholders get some crumbs? I've got both shares 'cos I think that the discount is sufficient to compensate for the risk, but I'm not confident of either. More View thread 2 Respond Login to Vote up
26-11-12	NTA - £19m MKT CAP - £10m CA...	A Wise Prince	1


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That is where we are right now. Further payment from the JV expected in the New Year and then a special dividend. Conservatively, we could be looking at half our mkt cap paid out in a dividend, so a 50% return on your money easily if you buy now, then we do it all again when the next development completes. Shame the market just keeps over looking this. More View thread 2 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
24-09-12	Re: Valuation	oldjoe1


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Jim your miles out with your maths. More View thread 2 Respond Login to Vote up
24-09-12	Sell Re: £49 - 51m	oldjoe1


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This is what the company said Friday..... "As we stated in our Annual Report, our priority on receipt of further dividends, once all debt and other obligations are repaid and working capital provided for, is to make a distribution to our Shareholders and we hope to be able to make a further announcement about this in the coming months"....ends. Note the use of the word ONCE. This has changed from the RNS detailing the allotment of the profit to beneficiarys. Shareholders now last in the que!!!!. Long termers you really need to take this up with the management. More View thread 4 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
22-09-12	Re: £49 - 51m	spurslegend


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still looks a good deal, but Ta222 was also seriel LSE and ADVFN ramper Tara7 who ramped 10 stocks in LSE from 2010 to May 2012 then was banned or left in May 2012 ( see her ramps on PFO amosnt others) HOWEVER, after looking at accounts, final results etc this looks a good deal with debt now slashed to £1.5mln from £10mln More View thread 4 Respond Login to Vote up
21-09-12	Sell Re: £49 - 51m	oldjoe1


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You mean £31 million profit when ALL 5 UNITS LEFT HAVE BEEN SOLD.That will be another year then. This time next year . Figure is way short of the minimum poster ta222 promised of £100 million. Then theirs working capital debt repayment and Directors bonuses to pay out of the £31 million. Holders sold well short here I reckon. More View thread 4 Respond Login to Vote up
21-09-12	£49 - 51m	dicko80


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profits for Lancaster.... nice More View thread 4 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
22-08-12	No Subject	legitquick


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Just added a few, 2k at 57.9 FYI in case it shows as a sell. More View thread 1 Respond Login to Vote up
25-07-12	Re: Results	ta222


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FT today says cheap.!! Look out for buying in the weeks ahead. More View thread 2 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
25-07-12	Buy Re: Northacre NTA Results Disaster.	ta222


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Oldjoe 1 and his various other user names on ADVFN is the same person, [same lines],he has shorted this stock . Jim,you seem to be on the ball here,good luck. More View thread 2 Respond Login to Vote up
25-07-12	Buy Results	jim slater jnr	1


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Oldjoe Barely worth responding to your nonsense but here goes. NTA makes its money from the profit share on its developments. So, by definition, it has a lumpy profit record. It does not make money on the pure advisory services of architectural design and interior design. Including the profit commission, the company made a substantial profit in the year to February. Further, my estimate is that once the last apartments at Lancaster Gate are sold, they will have made PDS65m or so net of tax out of profit commissions. After allowing for repayment of loans, making bonus payments, and reserving maybe PDS 10m for future working capital until Vicarage Gate comes on stream in 2 years - they will easily be able to pay at least 100p per share as a special dividend. I don't expect this to be paid until the 2013 Accounts are out which would mean no payment until late summer/early autumn 2013. So we will have to be patient. The market seems to be waiting until proof that the Lancaster Gate profit commissions have been received. This caution is a wonderful buying opportunity for those of us who have worked through the numbers and concluded that there is substantial upside. More View thread 2 Respond Login to Vote up
24-07-12	Sell Northacre NTA Results Disaster.	oldjoe1


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Terrible results. A loss and not profit many sought. Dividend under investigation by PIs, doesnt look good. No visiblity of future earnings. More View thread 2 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
23-07-12	Buy Re: Sales	ta222


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up 4 days in a row,[in this market ]!!!!!! More View thread 4 Respond Login to Vote up
20-07-12	Buy Re: Sales	ta222


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Director was buying for a quid in March.!! More View thread 4 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
18-07-12	Re: Sales	A Wise Prince


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I agree. We just find ourselves back in the position where we need the market to wake up to this (again)! It deja vu of 2009! Look at the mkt cap people and look at the revenue still to come! More View thread 4 Respond Login to Vote up
18-07-12	Buy Sales	ta222


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Sales should now be around £400M,the J/V paid back all its debt years ago,and its pure profit now. In effect NTA is a cash cow, as The Lancasters profits pour in. Land was just £67M, or about 15% of sales values. Prime London land is now 40%-46% of sales values.!! More View thread 4 Respond Login to Vote up
18-07-12	Valuation	jim slater jnr


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There was an interesting article in the Evening Standard dated 4th July (reproduced in Northacre's website) which states that there are only 10 apartments unsold which is one less than the 11 quoted by Ken MacCrae in the 2nd May company announcement. So progress continues to be made at around one sold a month. If you look at the Zoopla website, there are only 7 apartments listed as being for sale which implies that 3 are under offer. The 7 for sale are at a total value of PDS 43m. This means that over PDS 400m of sales have taken place. Using the profit share calculations, Northacre's share would be over PDS60m plus PDS 20m+ to come from the remaining apartments. All these numbers are pretax so a guess would be PDS 65m or so net (compared to the booked profits to date of PDS 32m) More View thread 2 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
30-05-12	Buy Re: Huge profit from The Lancasters	ta222


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Great News, lower and far cheaper debt. More View thread 2 Respond Login to Vote up
26-05-12	Buy Huge profit from The Lancasters	ta222


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Results our out in July, and will show Northacres share of The Lancasters profits jumping from £32M last time round. Market cap stands at just £17M More View thread 2 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
09-05-12	Sell NTA Chart On Edge Of Cliff..............	oldjoe1


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NTA Dire times for NTA just a fall of 1p or 2p and its chocks away. The chart tells all. http://charting.webs.com/nta%20102.JPG More View thread 1 Respond Login to Vote up
08-05-12	Re: EVERY UNIT HAS TO BE SOLD......	oldjoe1


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FACTS from LONGS camp across the road.... check the thread over last 4 days.... http://uk.advfn.com/cmn/fbb/thread.php3?id=21146571 1. 3 units sold in entire of 2011 2. Nil Units sold this years so far. 3. holders havent a clue when they will receive 3rd tranche payout never mind 4th tranche payout. 4. A lot of disorder and confusion reigning amongst themselves. 5. They dont trust Pinocchio. (tara) More View thread 8 Respond Login to Vote up
08-05-12	Re: EVERY UNIT HAS TO BE SOLD......	oldjoe1


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LOL, holders with thir noggins scrwed on sold later in the day into the slight strength created. dead in the water this one. months and months away from the pay day. More View thread 8 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
08-05-12	Hold Re: EVERY UNIT HAS TO BE SOLD......	legitquick


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"Going up fast" Im looking at wrong data then! More View thread 8 Respond Login to Vote up
08-05-12	Re: EVERY UNIT HAS TO BE SOLD......	ta222


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We have a shorter on this thread. He is not that happy now Northacre is going up fast. More View thread 8 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
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(NTA) Northacre

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