Lpa Share Discussion Threads

[cyril4] 05/12/2006 11:34

WHEN WILL ANDREW PERLOFF MAKE THE MOVE WE ARE ALL WAITING FOR

[arthur_lame_stocks] 05/12/2006 10:32

They´re just trying to make it look like there is loads of good news to defend themselves against Andrew Perloff.

[the skies the limit] 05/12/2006 07:55

Thats what I was thinking. If every co announced an order like that there would be an RNS every week.

[henry999] 05/12/2006 07:22

CEO must be really desperate to announce an order for value of just £800K! Unless the decimal point is a couple of places out!

[henry999] 04/12/2006 11:42

287,000 Anrows

[anrows] 01/12/2006 11:35

herny999 - how many share do you have in the company? if you dont mind telling me

[henry999] 30/11/2006 05:27

The 750,000 CEO's share option has been extended once already. I can see the present Board agreeing to anything! The full option was actually granted in a year inwhich EPS was negative even though the formula was based on growth in EPS. That is magic of Maths!

[the skies the limit] 29/11/2006 22:33

It is a possibility the guys that sold were bigger players but less than 3% declared. Any sizeable holder would have had difficulty selling at the market price.

[the skies the limit] 29/11/2006 22:30

Hi Eternl,

I am well conversed with what directors can or cannot do. Formal or imformal doesnt make any difference its all price sensitive info if they were to have been approached a direstor could not buy.

As for Perlof he is a very shrewd guy and he wont overpay. Difficult to say what his tactics are maybe wanting the directors out. Strange him moving in here but they do have land and properties he could be interested in.

I do think the share price will drift down though despite the directors putting a possitive spin on things private investors have lost faith in small caps and it will take more than spin to prevent another decline.

Cant understand why investors didnt sell in the market rather than go for the tender unless they agreed prior to the spike. All very strange.

Very small companies are struggling now and sooner or later this could be taken out but I am doubtfull at the share price the directros want.

Predators can wait while small caps struggle again and investors get fed up.

[henry999] 25/11/2006 09:51

Anyone who has attended an LPA AGM in recnet years will note that the Board is dominated by the Chief Executive -A takeover is certainly not in his interest in view of the parlous state of his 925,000 share options. He clearly needs to remain on the bridge of the Titanic as long as possible watching his share of the pension fund grow from its present transfer value of 556K. Much depends on the "family" shareholders with about 40%-If they believe in jam tomorrow after all this time then not a lot is going to happen. The order book is up on previous years - but this is only one of the many indicators needed to judge the patients condition.

[cyril4] 25/11/2006 08:52

the skies the limit
with perloff involved the share price is all one way and thats up

[the skies the limit] 25/11/2006 08:35

Another thing to keep in mind is the directors cant buy if there is price sensitive news around.

Therefore as a director has bought lately the company have not been approached with regards to a takeover.

[the skies the limit] 24/11/2006 22:48

Think you are barking up the wrong tree thinking EKT are looking at this. EKT were looking at 2 acquisitions and this is what EKT said in the interims...

"The first opportunity, which is a manufacturer of components in Europe and
Tunisia, is still under discussion as a result of findings during the due
diligence process. Due diligence is currently continuing on another opportunity.
We have written off #41,000 as exceptional costs in respect of these potential
transactions."

Now looking at what they said one of the opportunities had a manufacturing unti in Tunisia and that aint LPA ! EKT has since bought out Howle and they didnt have an operataion in Tunisia.

All that said i feel you can forget about a takeover and it would seem now that Perloff has closed his offer the share price will more than likely drift down.

[cyril4] 24/11/2006 12:10

henry999
if investors are selling then who is buying ?

[henry999] 24/11/2006 11:53

Thank you Cyril 4 The current Annual Report of Elektron Group speaks of Tunisia - Jugoslavia is no longer available as a country. Sadly investors appear to be selling LPA shares now!

[henry999] 23/11/2006 15:58

Spellings! Cyril 4 - But advice noted! It is of interest that Bulgin (Elektron Group) transferred manufacture to Tunisia - less of a language barrier and cheaper to reach than China.

[cyril4] 23/11/2006 10:52

henry999
good advise speak to perloff

[henry999] 21/11/2006 21:00

Eternal- I have a substantial shareholding acquired at 50 pence back in '97. Once it was clear that the present board were going absolutely nowhere it was too late to sell such a volume. Attempts to get any major shareholders to put pressure on the board and attend meetings and question the extension of the Chief Executive's contractbeyond retirement age met with the respose that they believed all would come good!

[henry999] 19/11/2006 10:35

The only hope for the shareholders is a reconstruction of the Group. If you look at the individual company accounts over the years (£1 each from Companies House)you will note that LPA Channel has made an operating profit as a distributor of nigh on £1.8m over the past 4 or so years. In the same period Niphan and Excil about £500K each and Haswell lost about £550K . However they have had to support the overhead of a Chief Executive and FD hired to grow the Group by acquisition. The 4 businesses are widely seperated geographically (Newbury-Wakefield-Clacton & Saffron Walden). Channel does not seem to have acquired any new agencies in recent years -even though this is the greatest strength in the Group. LPA Niphan lives off short lived railway contracts in face of fierce competition. Shareholders should be aware that contracts are awarded build by build so every 2 years or so there is a new design and quote campaign to stay in business -meanwhile the train builder is fighting the competition for the next build. Excil alone seems to be developing its LED product range outside the rail industry. Need I say more?

[cyril4] 18/11/2006 10:22

anyone with any sense will vote to get mr perloff on the board,the sooner the better,then we will all see our just rewards,ps good luck swansea