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TP Share Discussion Threads
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|I have made a small entry into TP Group PLC though I am concerned that the price could go down after results, hence why only a small investment. Let's see what happens. The market cap looks more reasonable than other AIM companies based on companies turnover and future growth prospects. Also the potential of achieving profitability makes this actually quite a compelling investment. Also acquisitions are around the corner so all in all happy with making a small investment and will increase as the price and volume increases and go with the trend on this one.|
Can't imagine MoD running out of money.|
|"I like the idea that the negotiations appear to have been going on for some time which suggests to me the TPG management isn't simply rolling over (glass half full ?)..."
alternatively they could just be a gulf between them and they can't collectively narrow the gap.
One of the things I think is in TPG's favour in the contract negotatiations is the fact that the MOD are looking to place long term contracts with a specialist supplier. They won't want to skin the price that sharp that TPG can't continue in that business. i.e. they need a profit on the contract that helps to keep them in business rather than pushes them toward going out of business. Much more so with tenders and suppliers for nuclear power and defence industries than many others.
I hope that enables to turn TPG from an efficient production making machine into a shareholder money printing press, but its unlikely to be anything other than a solid performer with a long order book.|
|I added last week.
The buyers started arriving last week to buy ahead of the results on April 4th and are likely to continue this week I would imagine.|
|One post here in the last three weeks,for two main reasons :-
1. Been busy elsewhere.
2. I like to post only on hard news.
Obviously there has been no news recently but I've broken my own rule as I suspect we will get news of the MoD contracts soon as the financial year is coming to an end.
I would like detailed news of the MoD contracts before the results as I think they will take a bit of going over.
Having said this I am well aware that any headline figure for RoR or overall profit margin will be pretty meaningless as we don't really know what allowable costs in the contract will also be beneficial to the rest of the business.
I like the idea that the negotiations appear to have been going on for some time which suggests to me the TPG management isn't simply rolling over (glass half full ?)
As far as the final results are concerned I really don't know where I would look first but I am very confident that things are going well and although the Maritime business (above) is the big earner I believe that the other three units are the real engines of growth.
Lots of cash, year on year growth (five years at least), recent investments (acquisitions), experienced and able management and the company at a very clear inflection point for growth and profit.|
|Could the results be priced in already? Will this actually go down once the good results are announced? I have seen it many times before on AIM.|
|Pulling back the string on the bow.
Arrow launch imminent.|
|14 working days till results...|
|Still the wrong side of 10p imo but that will change.|
|Bit of buying pressure|
|GB - my broker does those for £50...|
|Maybe I should wait until I make a profit as got offered 1p spread for B&B sell at 7.65 and buy back at 8.65!|
|All mine were in the bottom drawer...they are now in the middle drawer...|
|All mine are in my ISA|
|Can TPG shares be put in an ISA?|
|TPG have moved on from needing Edison, and with a broker behind them, they probably believe they have enough coverage. I'm still going for a decent sized acquisition, utilising cash, and a bit of equity issuance, which will propel them further up the chain.
btw...I can't see any comments from a sad old troll...|
|Tiltonboy, steady now you can't throw comments like that about ,look what you've done, you've wakened our sad old troll.
You would have thought that getting every single aspect of the glorious TPG completely and hopelessly wrong would have rendered him incapable of lumbering out from under his bridge but you managed it.
As a shareholder in TPG you should be aware that PG recently initiated coverage of the company and so with two brokers covering the company it was obviously felt that Edison was no longer required.
My views on the relationship with Edison are well documented and have been proven to be totally accurate unlike many of their forecasts.|
|TPG aren't paying them anymore!|
|Equity Research (TPG)
TP Group plc
Termination Of Coverage - Tp Group
Edison Investment Research is terminating coverage on TP Group (TPG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be...|
|Looks like 8p bid in real terms|
|Completely different company now, half of that will do!|
|These hit >90p back in 2008. Seem to be climbing a wall of worry since. Still recently they look to have climbed off the bottom...... might not be a bad bet at these levels FWIW|