Lpa Share Discussion Threads

[castleford tiger] 04/10/2017 08:37

till no Trading update. Feel it might be tomorrow.
Still think we will be close to 2 million this year with the excp gain.
A stronger balance sheet even after a further 50% uplift in dividend.

Still fancy a short term lift

tiger

[olliemagern] 19/9/2017 11:06

LPA is well positioned in future growth market infrastructure sectors. Orders likely from the rail sector for the new £900m South West UK Bombardier Train contract, to be built in Derby UK for delivery in 2019 and 2020.
Bombardier more likely than Siemens to win future HS2 orders as they have a strong UK manufacturing base.

Bombardier update
NICOLAS VAN PRAET
MONTREAL
INCLUDES CORRECTION
AUGUST 24, 2017

German train maker Siemens AG is tempering expectations of an imminent deal with Bombardier Inc. to combine their rail businesses, saying it is "not in a hurry" to strike an agreement “In the long term, there might be an opportunity to form a real strong and powerful number two in the marketplace, which we believe is a Growth Market," Siemens chief executive Josef Kaeser told analysts on a conference call "But we are not in a hurry to rush to anything.”

Kaeser's comments come roughly a week after Bombardier chief executive Alain Bellemare said the Canadian company continued to pursue "multiple" strategic options for its train unit. Considered together, they suggest that though the two companies are exploring a tie-up of some sort, no definitive agreement is looming.

[castleford tiger] 15/9/2017 08:39

Freddie

Same last year but expect Trading update back end of this month.

I expect that may cause a re rating and a good 30p on the stock.

Tiger

[freddie ferret] 14/9/2017 18:31

Has the news feed for this one frozen?

[buywell3] 12/9/2017 08:19

Something I learned today

The District of Newcastle is the only area in the UK that exports more than it Imports

It is imperative therefore that it gets included in HS3 which the north of England now needs urgently , using electrified lines.

Never did like George Osborne but he is on the right track here

'' the cities of the North alone were too small to compete in an era of global "mega cities" like London, New York and Tokyo, but together could form a "powerhouse" given there is so little distance between them.''



Great cities of the north of England, such as Newcastle and Sheffield, are not individually large enough to be a counterweight to London. Join them together, however, and the population of about 10 million becomes significant enough to attract global interest.








HS3 train line from Hull to Liverpool will be built, Northern Powerhouse minister confirms
Announcement comes after ex-chancellor George Osborne called for fresh investment

22 AUG 2017


A high-speed train line linking Hull to Liverpool will be built, the Northern Powerhouse Minister has announced.

The comment from Minister Jake Berry came just hours after former chancellor George Osborne’s urged the Government to sign-off the major investment into High Speed Rail 3 (HS3), which could cost at least £7 billion.

Mr Berry, during a trip to Hull today, replied "Yes" to journalists when asked whether HS3 would go ahead.

The Mail contacted Mr Berry's Whitehall department, the Department for Communities and Local Government, but advisors seemed unaware of his policy announcement.

Politicians and business chiefs had questioned whether HS3 would get the green light after the Department for Transport (DfT) cancelled electrification to Hull last year, and then between Sheffield and Manchester earlier this summer.


Northern Powerhouse Minister, Jake Berry MP, pictured far left
Mr Osborne – who was sacked from his top job by Theresa May last summer – had used interviews this morning to suggest that making such a “big commitment to the north” could be the best way for the Tory Party leader “relaunch” her prime ministerial career.

The proposed HS3 line would link across the north, going from east to west to connect Hull to Sheffield, Leeds, Manchester and then Liverpool by direct rail.

[buywell3] 08/9/2017 15:18

Those red sells are buys

[buywell3] 30/8/2017 08:16

You are correct there are many wise old heads on the BOD



Directors & Officers
Click or tap a row for biographies

Name Title Compensation Age Officer since
Michael Rusch Non-Executive Chairman of the Board 49.00kINR 70 1967
Peter Pollock Chief Executive, Executive Director 217.00kINR 69 --
Stephen Brett Finance Director, Secretary, Executive Director 156.00kINR 59 --
Leonard Porter Non-Executive Independent Director -- 62 2014
Per Staehr Senior Non-Executive Independent Director -- 72 2007

Experience .... something that is not difficult to price






Substantial shareholdings

As far as the directors are aware the only shareholders with
a beneficial interest as at 31 December 2016 representing
3 per cent or more of the issued share capital were:

No. of shares %

Hargreave Hale Limited 1,170,000 9.60%
Michael Rusch (director) 808,000 6.63%
Ellen Rusch 804,044 6.60%
Peter Pollock (director) 760,000 6.24%
Rights & Issues Investment Trust Plc 650,000 5.33%
Marilyn Porter 531,053 4.36%
Susan Thynne 426,674 3.50%
Stephen Brett (director) 366,000 3.00%



The BOD also hold quite a large %age of LPA stock.... including wives of directors around 30% of the company

Wow .... almost getting to be a family concern

At the current depressed share price of LPA could the LPA BOD be thinking about taking this private with the backing of the other major shareholders ?

Institutional shareholders

Top holders 15.54% Per cent of shares held by top holders

Holder Shares % Held
Hargreave Hale Ltd.
AS OF 31 DEC 2016
1.17m 9.45%
Discretionary Unit Fund Managers Ltd.
AS OF 31 DEC 2016
650.00k 5.25%
Chelverton Asset Management Ltd.
AS OF 31 AUG 2016
103.80k 0.84%


So around 45% held by all of the above


And what sort of number would be deemed acceptable ?

[meijiman] 29/8/2017 10:16

The management is very old and now seem to be proceeding at a sedate trot rather than the gallop previously referenced.........

[buywell3] 29/8/2017 09:45

All 3 trades today 1 at 135, 2 at 135.5

If LPA gives a positive update/news , then a lift in the share price IMO chartwise is on the cards

At the current level ... a bid for LPA can't be ruled out

Many times in small caps , the share price falls prior to a bid being announced

Funny that

[rivaldo] 27/8/2017 00:15

I bought a few of these and recently transferred them into my ISA, so it's great to see them now rising. Hopefully back to 180p in reasonably quick time.

[freddie ferret] 26/8/2017 16:42

buywell.
Sounds like you are related to Karl Radek.

[castleford tiger] 26/8/2017 08:27

Big and easy money here as I agree this can turn and race up to 200p very quickly.

Thinly traded so big swings.
Tiger

[freddie ferret] 25/8/2017 17:06

Buywell, are you sure the charts talk to you?

This can be an early sign of madness you know.

[waspfactory] 25/8/2017 12:46

Let's hope so buywell, although Xmas - what a dreadful thought!

[buywell3] 25/8/2017 12:44

Many know buywell likes charts .... they talk to me

This one is now saying '' I might be ready for another lift upwards''



IF LPA can follow through on their forecast , and contracts and work has continued to improve

Then another leg up in the share price is on the cards

My call for this is 200p within 3 months ... Happy Xmas


dyor

[buywell3] 10/8/2017 16:24

These are the plans to improve Birmingham's train services as London Midland loses bid
Key elements of the bid include free wi-fi on all services, 20,000 extra seats for rush hour passengers in Birmingham and 100 new carriages on an extended Cross City Line

16:09, 10 AUG 2017

A Dutch and Japanese consortium has won the battle to run key Birmingham rail services including the Cross City Line until 2026 it has been announced.

West Midlands Train Ltd, a consortium of Abellio, East Japan Railway Company and Mitsuii & Co Ltd, has pledged £1 billion investment in services across the region in its bid.

Key elements of the bid include free wi-fi on all services, 20,000 extra seats for rush hour passengers in Birmingham and 100 new carriages on an extended Cross City Line.

West Midlands Mayor Andy Street said: “We want to see a new golden era for our local trains and today’s announcement is an important step towards that.

“Having the ability to use our local knowledge and understanding to shape what West Midlands Trains will deliver for passengers and businesses has been a real game changer.

“When it comes to our local train services we have not had this level of local influence and management before and it fits with the wider powers and responsibilities currently being transferred from Whitehall to the West Midlands.

“The result of this influence is that we will see West Midlands Trains deliver more of the services that passengers want including earlier and later weekday services and more trains on Sundays.

Transport secretary Chris Grayling added: “We are improving the whole travelling experience with lie train crowding information, compensation for people delayed by 15 minutes and above and better value tickets for part-time workers.


''This shows we are delivering on our commitment to build a railway that works for everyone.”

The Abellio group beat off competition from Govia, the company which currently runs the London Midland franchise. The new franchise covers services across the West Midlands, as well as trains from London Euston to Crewe and from Liverpool to Birmingham.

Dominic Booth, Managing Director of Abellio UK, said: “We are delighted to have been announced as preferred bidder for the West Midlands franchise, driving growth in one of the most exciting regions in the country. We will be investing nearly £1 billion into the network, delivering new trains, better stations and a whole host of other benefits for passengers.”

Key plans include

20,000 extra seats for rush hour passengers in Birmingham.
50,000 standing places for Birmingham passengers in Metro-style carriages
100 new carriages on the Cross City line
80 new carriages for the Snow Hill line
Compensation if delayed by more than 15 minutes
Free WiFi on all main line services by the end of 2019
A roll out of smart ticketing and live passenger information
Trains and stations branded in a purple, yellow and white West Midlands Railway livery
800 digital information screens across 150 stations
£70 million investment in depots
£60 million in station upgrades with more parking spaces, cycle racks and better waiting facilities
More trains between Birmingham and Shrewsbury
Regular two trains per hour to Rugeley on the Chase Line
Extension of the Cross City Line to Bromsgrove
More Sunday services on the Cross City Line
More services between Birmingham and Stoke-on-Trent
Sunday services between Stourbridge Junction and Birmingham increase from two to six per hour
Extra evening services between Walsall and London.

[ansc] 09/8/2017 09:55

Chairman's statement closing paragraph in the Interim Report:

'We expect good progress in orders and sales through the remainder of this year and the current order book underpins the situation for the medium term. The future looks encouraging.'

After re-reading this morning, felt the need to add a few more.

[buywell3] 04/8/2017 16:07

I found this interesting, re needing skilled staff

Spanish train maker CAF to open new £30m factory in South Wales creating 300 jobs
13 July 2017


A leading Spanish train maker is opening a factory in Wales, creating 300 jobs.

CAF is ploughing £30million into the plant at the Celtic Business Park in Newport, a former steelworks that is not far from the steel hub of Port Talbot.

The Welsh government is understood to have offered a grant of around £3million, helping the area beat about 100 other locations being looked at across the UK.

Due to open in 2018, the factory will build and test trains including diesel, electric, high-speed and trams.

Welsh First Minister Carwyn Jones said: ‘This £30million investment is a major economic boost that we hope will kick-start the growth of our rail sector and create hundreds of highly skilled, very well-paid jobs.’

Welsh economy secretary Ken Skates said: ‘This will underpin the development of the rail sector in Wales and places us at the heart of an industry with massive growth potential.

‘As well as creating 300 high-calibre jobs, it also coincides with our major Welsh Government Metro rail investment in south-east Wales, details of which will be unveiled over the coming weeks.’


The investment announcement coincided with a three-day state visit by Spain’s King Felipe and Queen Letizia.

Spanish infrastructure firm Sacyr also unveiled plans for a new office in London.

Richard Garner, CAF’s UK director, said it planned to increase its work in the UK, where it has more than £800million in contracts, at a time of huge development in the industry.

CAF is looking at contracts on the new HS2 high-speed line, having worked for major projects and companies including Heathrow Express, Northern Ireland Railways, Arriva Rail North and FirstGroup.

On Wednesday, CAF announced it was buying the Nottingham engineering consultancy BWB Consulting, to help with expansion plans.

[buywell3] 03/8/2017 17:15

I make it that there will be an LPA update on Mon 28th Aug

Anybody know any different ?

[someuwin] 03/8/2017 11:58

Could buy £6k online, but not £7k.

[meijiman] 03/8/2017 11:46

Think people were stripping out the property gain and deciding the organic growth was not that clever. But it does look cheap and seems poised for a decent run.

[ansc] 03/8/2017 11:39

I notice the 10k sale (@ 128p) this morning was executed at 09.44 but not marked until 10.44 on the volume chart. Mingy Machs up to their usual trickery!

[waspfactory] 03/8/2017 09:44

Doubled up my holding with another 5000 shares this morning, averaged down (hurray), average price now 145p (boo). Shouldn't be long before we're back there, have the benefit of working for a company that supply LPA, that's all I can say. GLA