ADVFN Logo

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for charts Register for streaming realtime charts, analysis tools, and prices.

LPA Lpa Group Plc

61.50
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Lpa Group Plc LSE:LPA London Ordinary Share GB0007320806 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 61.50 58.00 65.00 61.50 61.50 61.50 15,951 08:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Electrical Machy, Equip, Nec 21.71M 859k 0.0637 9.65 8.29M
Lpa Group Plc is listed in the Electrical Machy, Equip sector of the London Stock Exchange with ticker LPA. The last closing price for Lpa was 61.50p. Over the last year, Lpa shares have traded in a share price range of 57.50p to 101.50p.

Lpa currently has 13,483,229 shares in issue. The market capitalisation of Lpa is £8.29 million. Lpa has a price to earnings ratio (PE ratio) of 9.65.

Lpa Share Discussion Threads

Showing 1026 to 1046 of 2475 messages
Chat Pages: Latest  51  50  49  48  47  46  45  44  43  42  41  40  Older
DateSubjectAuthorDiscuss
20/3/2015
15:41
out
cant risk this

gucci
20/3/2015
15:40
Thanks for that Masurenguy. So lets see what next Thursday brings.
stewy_18
20/3/2015
13:28
Thanks -will wait and see rather than contact co.I think the annoyance here is that without the bullish news a year or so ago from the company the shares would have been around 85-90p. Instead people extrapolated from the statements and came up with forecasts based on sales revenues which saw the share price spike up to 140p. Without any follow up this all looks rather pointless.It looks as though whatever the company hoped was going to happen, hasn't. Be interesting to see who LPA appoint to replace Hume.
meijiman
20/3/2015
12:16
Normally there is a trading update at the beginning of March. You might want to contact Peter Pollock as to why he hasn't done one this year. What worries me here is that bullish trading updates have lead to pretty poor results. So if they don't release an update at all......

My guess is that slow trading from Q1 has dragged into Q2. But I'm just guessing. They really need to improve their visibility. If they mention order rates one more time, I'll be very annoyed. I have warned them about this confusion in the past.

Still watching from the sidelines, but a lot less inclined to invest now. The last 3 trading statements have come in the first 7 days of March. Why not now? Answers on a postcard.

Good luck.

stewy_18
20/3/2015
11:55
There is a palpable sense of drift here -what is the management doing? Not alot judging by the lack of any meaningful news/orders. When is the next formal statement?
meijiman
20/3/2015
11:40
Can anyone point me to the broker note please?
envirovision
17/2/2015
15:26
looking better
gucci
16/2/2015
17:15
Small amount of buying and it jumps 14%.not sure there has ever been much selling if you look at the trades. I remain a buyer with a 150 target within 18 months
castleford tiger
16/2/2015
15:32
Hi meijiman, I'm not fustrated, it is just the investment case has changed here (for me anyway). Earning per share for this year are forecast at 4.4 pence so at 67 pence it is on a P/E ratio of about 15, which seems reasonable, if they hit targets. Interestingly the majority of the Hitachi contract will begin autumn 2015 so that will help make thing less lumpy. That should have been factored into the forecasts however. The points I mentioned made it uninvestable for the time being. If you look back through the last interims and the October trading statement, they are incredibly bullish and then they delivered those results (which I thought were terrible).

It looks like you got in right at the bottom which is good news. I like the 5 year outlook and if you look at the figures network rail are going to spend, they only need a very small slice of that to make a massive impact. Operational gearing will also come into play so only a small increase in turnover should largely increase profits.

I'm not in any rush to get back in but I am watching from the sidelines. Normally the outlook statement is quite a good confidence barometer, but it means nothing with this lot(re-read last two statements before results). I need hard figures. So for me the interims will be interesting and may provide a buying opportunity. It may not, who knows.

I would also say it is a leaky company, so you may well be able to read something into this shareprice rise. What though, I'm not too sure.

All the best and so far so good.

Stuart

stewy_18
16/2/2015
14:50
Way oversold agree good post
nw99
16/2/2015
09:20
Can see your frustration stewy.But given the lumpiness of the order book it could all turn on a sixpence.Management guidance has been poor here-which is indeed why the share price touched 140p level. A more measured approach would have seen the share price stay around 100p and the pull back would not have been so dramatic.Lots of confusion about sales v order run rate. Could do better I think.
meijiman
16/2/2015
08:48
Chart supports a buy here
nw99
05/2/2015
12:23
Good luck guys, Very quiet Q1 is a given, Q2 uncertain. I will sit on the sidelines for now. They may have a strong second half. But is it enough to get them up to £20 million revenues, where operational gearing comes into play? I'm not sure. Forecasts certainly don't seem to. EPS forecasts for 2015 and 2016 are 4.4 pence and 7.6 pence respectively. So if you believe the figures it could be cheap.

There are three things that really irk me about this company. Firstly, why the sell off before the results? To me that stank of a friends and family exit! Secondly, after contacting Peter Pollock directly, I received very bullish mails about the future and that they were on track to meet forecasts. They were a whisker away from having to issue a profit warning so I was not please about that. Thirdly and finally, the released a very bullish trading statement this time last year implying an order run rate of £24 million. This is terribly misleading and that is what caused the share price to spike at 140 pence last year.

The reason I bought into this share was the LED growth. I was hoping that would be the primary revenue generator in the next couple of years. This part of the business has stalled a bit. I also thought the franchising hiatus with network rail would well and truly be over but that has had impact not only on 2014 but Q1 2015 as well.

In short, I have no confidence in management. That is the last time I will try to contact management directly as it really doesn't give you a good indication on how the business is running. I got sucked in here and then got spat out when the results were delivered.

Not saying this is not a good entry point, but beware of management bravado. Hard facts needed before I invest here again. I expect the interim's to be pretty poor based on the statement of a quiet Q1. I may look to re-enter then, but to be honest, I'm not really sure LPA fits what I am looking for in an investment now.

All the best

Stuart

stewy_18
05/2/2015
10:30
Yes I think you should sit this out and await on events. The orders are lumpy and obviously if you are not running at 100% there are overheads to carry.
have to agree that a quiet board is often a good sign. There must be a PHD waiting for someone to do a study on this. I would wager that there is a strong inverse correlation between noise (no of posts) and share price performance.

meijiman
05/2/2015
10:03
castleford tiger can you email me that broker note please

see PLF got hammered today

envirovision
05/2/2015
10:00
I've dipped my toes in here, never known to miss a chance to lose money.
Sure it's a lumpy order book, but could well be on the upside now with more rail projects coming on stream. Their products seem good and I like the accent on quality - nobody wants to install iffy emergency lighting.
Also the upheaval of the last year or two should come to an end with the move of the division from Clacton, so management can get on and manage the business.
Finally, this board has gone quiet which is often a good sign. But WTHDIK.

dozey1
23/1/2015
09:57
Last scentence? It always happens to me.
stewy_18
23/1/2015
09:09
Stewy
not sure how I get that ?

castleford tiger
22/1/2015
21:16
On several re-reads it is still pretty poor. I think a big issue for them is the lumpiness of orders. This might imply low quality earnings as they are not in charge of events. I would be inclined to give it a bit longer rather than bail. Not sure who the broker is but would be useful if they wrote something and re-worked the numbers no doubt with a management steer.
meijiman
22/1/2015
20:29
CT,

Note can be as bullish as wants. It has come indirectly from management. This is the same team that wrote this:-

If that is not a misleading trading statement, I don't know what is. I questioned Peter about using run-rate and implying a annual run rate of £24 million was not wise. He had the audacity to tell me I was mistaken!

I don't blame anyone for hanging in there. I still think their products will sell, but forecasts can't be trusted. Operational gearing works both ways. Miss your forecasts and you get hit hard. It then becomes a bit of a gamble and whether you trust management in the long run. Without the visibility it becomes uninvestable for me. My problem was presuming this year would be a bumper year for them. Everyone I spoke to who had spoken to management said they were uber bullish for the future. So we then get this thinly veiled profit warning (really quiet Q1), I'm not really sure I can trust what they say. Will be interesting to see what happens in the interims.

Now I've sold, no doubt the shareprice will rocket:(

stewy_18
22/1/2015
20:01
CT, I sent you a private advfn message with my mail in it. Would appreciate a look.

Best

Stuart

stewy_18
Chat Pages: Latest  51  50  49  48  47  46  45  44  43  42  41  40  Older

Your Recent History

Delayed Upgrade Clock