Lpa Share Discussion Threads

[callumross] 10/6/2009 12:28

I was thinking of investing in these as a value play as well! Sometimes pays to wait how developments unfold. A fair old profits warning hidden in there among apparently positive contract news.

[castleford tiger] 27/4/2009 13:52

i remain a very big holder as well snowman. ggod jump last week and MM still looking for shares.
tiger

[snowman10] 24/4/2009 19:16

Big jump today. had brokers chasing me for my 300k of shares. Not yet eh!

Snow

[cyril4] 09/3/2009 14:59

swallowed up i guess

[davidosh] 09/3/2009 10:16

Why the big push pre AGM ?? Companies do not normally announce like this....Is there another tender offer or bid attempt coming ?

[999henry] 09/3/2009 10:06

At last some orders! These would appear to be worth circa £5 Million PA. So just another £10 Million PA to be won! The real question for the shareholders is what are the profit margins on these order? Will the level of dividends ever be restored to the levels seen 10 years ago or will it all be swallowed up in Group Bonus and Salary Increases?

[davidosh] 17/2/2009 14:27

LPA seems to be breaking out now on lots of contract wins. Good news in harsh markets they do appear to be winning long term business.

Peter Pollock, LPA Chief Executive, comments:


"We are delighted to have won this latest order, which brings the total value of
LPA Group supply on VLU to approximately GBP3.0m. We have been enjoying a good
run of orders at present which is building the order book for delivery over the
next three years and beyond. There remain further excellent opportunities for
the group which the team are working hard to secure."


17 February 2009

[cyril4] 06/11/2008 10:15

CAN'T KEEP UP WITH ALL THIS GOOD NEWS

[davidosh] 06/11/2008 08:05

I can only guess it is more to do with the fact that there are a number of them and more to come judging by the directors comments..

'This is great news for the Group and will give us a good boost at the start of the 2009 financial year. It is the latest in a series of contract awards we expect to receive and follows the contract from SNCF in France, announced on 28 October 2008.


The contracts all added together will presumably be very significant so it is more a nudge towards expectation. Lets hope they can announce a really big one at some stage.

[999henry] 06/11/2008 07:19

Just cannot understand why Group continues to announce "small orders" £600K represents 2 week's worth of deliveries. A £6M order would represent progress!

[999henry] 01/11/2008 17:19

The gestation period for the 200K order has been at least 3 years.Sure there is future potential but there is nothing magic about LED technology and presumably French suppliers will be in there trying to get a share

[arthur_lame_stocks] 28/10/2008 17:01

So what do 50k downlights cost? It can't be that much can it?

[davidosh] 28/10/2008 09:46

The future potential orders look huge to me.




Following eight months of trials, SNCF have also approved the LPA Excil halogen replacement LED down light for use in the interior of their popular AGC fleet of trains. The LPA Excil LED drop in halogen replacement unit enables SNCF to save 3000W of energy per train set per year and dramatically reduces maintenance costs.

SNCF have entered into discussions with LPA Excil regarding plans to install LPA Excil's LED drop in halogen replacement units on the existing fleet of approximately 1000 vehicles. Depending on configuration there are about 50 down lights per vehicle, constituting a potential demand of 50,000 down lights over the next few years. Further fleets of new AGC vehicles are planned generating further potential for the future.


The directors seem pretty confident for future orders on every RNS so sounds good. Railway expenditure is unlikely to be cut back

[cyril4] 28/10/2008 08:53

£0.2M WHAT DO THE SHAREHOLDERS GET

[dumbarton2] 11/10/2008 11:00

Cyril 4...andrew perloff ce of panther securities plc.

[999henry] 11/10/2008 08:16

So Landesbanki are back to being Teathers - Hope they did not suggest investing some of the pension fund in Iceland before they left?

[999henry] 30/9/2008 22:10

At last some reduction in overhead!

[cyril4] 04/9/2008 09:31

who is this andrew peloff ?

[999henry] 04/9/2008 08:30

Indeed it ammounts to less th 2 weeks order intake per snnum. Where are all the other contrcts needed to sustain growth? I also looked up the annual reports for Excil, Niphan and Haswell. Total PBT for the constituent companies of the Group amounted to over £1,000,000. Thus the "overhead" at group (2 Execs + 2 non-execs ) must have been in the order of £700,000. Just wonder what the cost of this sale was in terms of time and expense? Andrew Perloff rightly told the directors that they were a crippling burden on potentially profitable small businesses. LPA Channel the most profitable - has hardly grown in the 10 years since its acquisition.

[dumbarton2] 03/9/2008 10:33

Cant understand an RNS on this contract its over 5 years. Directors seem to be attemting to talk up the company.

[999henry] 11/8/2008 10:12

Where does the profit go? The annual accounts for Channel Electric (one of the 4 Companies in the LPA Group) posted a Profit Before Tax of £677,140 for the year ended 30 Sept 07 (£466,000 after tax) so it looks as if the rest of the Group swallow this up in overheads and expenses - some management!!

[999henry] 10/7/2008 20:55

Indeed the SNCF Led lighting installation is featured in a Feb 2008 press release - but I see that the wretched General Manager of Haswell resigned on 1st July - did he fall or was he pushed? Unfortunately the natural instinct of an accountant managing a business is to sack as soon as the numbers look bad!

[999henry] 10/7/2008 20:48

850K represents a 3 week order intake - guess the only significance is that Excil got the order for their LED products - but we may ask when will the SNCF place the substantial order following the "demonstrator" installation on the LPA website.

[cyril4] 10/7/2008 09:02

well done lpa and more to come

[999henry] 30/6/2008 08:27

Yes indeed a meagre profit at the half year! Promise of better things for next year! Another mention of the West Coast Main Line extra coach contract!! Probably 2012 . A mighty London Underground contract for a princely £800K. So waht about the Battery rafts for Victoria Line?? At least the dividend is increased but that only cost £50K