Lpa Share Discussion Threads

[my retirement fund] 29/12/2017 12:01

Tandem and Bill for example. Didn't you dump a few million EKT as well before the price tripled as well I think you did, dont take it personally tho we are all only human.

[castleford tiger] 28/12/2017 22:17

MRF not sure what that means but hey.
Onwards and up!
Tiger

[ansc] 28/12/2017 12:45

Spread has tightened-up considerably this week, was 5p now down to 2p. Usually a sign (imho) that the Mingy Machs are under a little pressure.

[my retirement fund] 28/12/2017 12:10

I respect what you do interceptor, Castleford less so tho.

[interceptor2] 28/12/2017 12:02

Managed to add this morning at 150p and felt then that it wouldn't take much buying to push these a little higher.

The trading update in November sounded much more confident in outlook than previous statements, which is what I was waiting for to act as a catalyst to re-invest here. I remember how the trading update in November 2015 acted as a catalyst and was followed by increasingly confident updates, have a feeling that there is a chance of history repeating here.

Looking forward to results which are normally issued in the third week of January.

[meijiman] 28/12/2017 10:26

Yes but one year the ceo said the horse (proxy for company) was galloping along -then it slowed to a trot. Suspect he regrets using this equine language. No one would want the jockey to fall off the horse. Overall though I tend to think this is a 200p plus share.

[ansc] 28/12/2017 10:18

Final results announced on 23rd January last year when the dividend was increased to 1.5p. For those whom may have forgotten, the chairman's Interim results [June] concluding comment was:

'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.'

Interim dividend was increased by 5%.

[castleford tiger] 27/12/2017 17:55

All
A increase in profits to 2 million should see the shares get very close to that 200p barrier.
Market cap is 18 million which is 12x last years profits.
2 million should mean mark cap of 24 and a 25% jump in the share price.

It can only go one way right now.

Tiger

[puku] 27/12/2017 15:52

excellent trading update last month, happy to buy in at 150p and await results on January.

[castleford tiger] 09/11/2017 18:59

that's my worry a bid before we get full value

tiger

[buywell3] 06/11/2017 17:47

As a preferred supplier with trained experienced staff in Rail and other engineering areas of expertise

Plus a rudely healthy new LED facility

They present to a foreign company with money ... a fast, safe , and cash making entry point into the UK Rail and other transport sectors

I think Spanish ownership is where LPA will end up

[olliemagern] 06/11/2017 01:55

Yes, as a specified reliability and preferred supplier LPA get a lot of work from Hitachi and Bombardier. Less from Siemens, Alstom and Patentes.

[meijiman] 03/11/2017 21:17

Just to be clear we are hoping its Hitachi or Bombardier?

[buywell3] 03/11/2017 17:39

The new LED lighting facility recently opened in the last 12 months is going great guns ... and is going to be increased capacity wise as its output is currently 'challenged'

ie orders and current work are ahead of planned expectations

Good news ... and it shows that the LPA BOD have been spot on with their LED initiative


HS2 train work about to get added to current new train upgrades to meet increased capacity demands placed upon the Rail network due to increasing passenger numbers


So 2 sweet spots both making LPA Group looking very underpriced at the moment

I would not be surprised to see a bid coming in soon for the company , possibly from a Spanish company ... £2 would be a starting point at the current SP






Thursday 2 November 2017

HS2 names Bombardier and Alstom among five shortlisted firms vying for £2.75bn trains contract

HS2 has named its shortlist of firms in the race to win a £2.75bn contract to deliver trains reaching up to 225mph for the railway linking the capital, Birmingham, Manchester and Leeds.

The bidders vying for the contract are Alstom Transport, Bombardier Transportation, Hitachi Rail Europe, Patentes Talgo S.L.U and Siemens, and they will now be invited to tender for the contracts which cover the design, build and maintenance of at least 54 trains, in spring 2018.

[olliemagern] 03/11/2017 11:02

FT today announced the first £2700m contract to build at least 45 HS2 trains with max speed 225mph, will be awarded in 2019 from a shortlist of 5. They are:-

Hitachi UK base
Bombardier UK base
Germany's Siemans
France's Alstrom
Spain's Patentes

[freddie ferret] 02/11/2017 18:11

buywell.

This hit 205ish on the (end Jan) spike.

[ansc] 02/11/2017 14:13

Sells going through all morning yet the price suddenly goes north on little apparent buying (according to bargains marked to-date). Slightly disappointed as I was hoping to add a few more c. 145p. Will wait patiently.

[esther1975] 02/11/2017 10:35

Thanks guys for your feedback. Extremely useful

[ansc] 02/11/2017 09:22

During 40 years of dabbling, the one adjective I look for in any chairman's statement is 'significant' (or any derivative). Yesterday we had [Expectations for the year just closed anticipated significant progress and the Board believes it has delivered on this.]

The word is used infrequently but, whenever it's been used, it's more often proved to be a reliable indicator. I always find it reassuring.

[cockerhoop] 02/11/2017 08:32

Esther1975,

My understanding is that with SEAQ stocks your broker (if willing) is able to contact the Market Maker pre-open and negotiate a trade. As GHF states this usually requires a decent broker with an established relationship with the market maker.

With SETS stocks (electronic order driven) you'll require DMA (Direct Market Access) to enter an order into the pre-market auction. Shares orders matched during the auction are indicated by the UT designator (for Uncrossing Trade).

[glasshalfull] 02/11/2017 08:20

Value of having a good broker. Unsure of the mechanics. Simply recognised they'd be marked up on the open.

Kind regards
GHF

[esther1975] 01/11/2017 22:17

How do you buy before the open. Presumably by putting an order in with your stockbroker during auction?

[buywell3] 01/11/2017 18:59

Well done LPA BOD

A truly lovely RNS and it is refreshing to see what you have said come to pass , congratulations and celebrations

Also worth noting that the NEW LED lighting facility is CHALLENGED re the output it can achieve

As the Electricity Supply industry is challenged to meet increased load due to electric vehicles and additional population

So the demand for LED lighting and other products will increase .... to reduce existing load demands which will become stretched to breaking point within 24 months.

LED lighting and other LED products will no doubt soon become mandatory








LPA Group PLC
01 November 2017


LPA Group Plc, the LED lighting and electro-mechanical system manufacturer and distributor, is pleased to provide the following trading update for the financial year ended 30th September 2017.

Further to the Chairman's Statement issued with the interim results on 26 June 2017 which confirmed that the Group had established itself on a new trading level, output during the second half was at record levels and, given the volume of deliverable orders on hand, this is likely to be sustained during the new financial year.

Margins, which had been depressed by an unfavourable product mix in the first half, responded well to higher volumes and manufacturing efficiencies have improved significantly.

Expectations for the year just closed anticipated significant progress and the Board believes it has delivered on this.

The new lighting facility in Yorkshire and the electro-mechanical facility in Saffron Walden, both achieved record levels of output, challenging the increased capacity recently created and further investment in plant and equipment is planned.

The UK market has been buoyant, looks well set for the future and is well supported by export opportunities in Europe, Asia and Australia.

The Group remains very confident of further progress in the current year.

[buywell3] 01/11/2017 18:57

buywell3 - 25 Aug 2017 - 11:44:01 - 620 of 664 LPA Group 2014 - Multi-year growth phase starting. - LPA
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

[castleford tiger] 01/11/2017 18:54

wish I had bought before the open.

tiger