thanks very interesting
LPA certainly needs a shift change.
The valuation is now crazy.
I invest in MPAC a company that is into automation.
things need to change here
tiger |
 ----- Does the new LPA CEO need and new BOD ? ------
Despite recent news of over 5M of new contacts the share price bombs ?
Does the new CEO IMO needs to sweep away the BOD and start afresh ?
Under new labour , increased productivity is needed to survive because having a large workforce does now not work.
Too many valued employees = Too many costs
Hence new approaches are needed to adopt latest technology to reduce staff numbers wherever possible
Robotic machinery in better managed production processes is the answer
An opportunity IMO
Battery powered trains on branch lines are coming --- GWR is taking a lead
LPA Group need to get plugged in
Why?
Because over 60% of the Rail Network is not yet electrified due to the high costs involved --- hence diesel trains continue to pollute the air and cost more money in their operating/maintenance costs .
AI Overview
As of October 2023, approximately 62% of the UK rail network is not electrified, as only around 38% of the network is currently electrified.
So
Great Western Railway (GWR) is testing battery-powered trains as part of its plan to reduce diesel use and reach net-zero carbon emissions.
How the trains work
The trains use a FastCharge battery system that can charge a car in 85 seconds.
The technology can be installed between the rails in hours.
The trains use short charge rails that are covered by the train.
Where the trains are being tested
The trains are being tested on the Greenford branch line in west London.
The trains are converted from old Underground trains.
What the trials are showing
The trials are testing how the technology performs in real-world conditions.
The trials are evaluating how the technology performs in different weather conditions, loads, and driving styles.
What the future holds
GWR hopes to eventually roll out the battery-powered trains across the UK's rail network.
GWR hopes the technology will help the UK meet its goal of phasing out diesel-only trains by 2040
buywell wishes GWR all the best and concurs with their endeavours and goals
Better and cheaper and longer lasting batteries with higher energy densities are coming very soon now.
This will mean a much cheaper, safer, and less weather prone alternative to olde electrification installations.
dyor |
Ref the RNS
On UK Railways
As of 31 March 2024, there were 15,107 railway vehicles registered in operation for all passenger train operators.
Of these, 71% were electric, 19% were diesel, 7% were bi-mode and 3% were locomotive hauled.
LPA Group
LPA Inter-car jumpers are installed in over 10,000 UK rail vehicles in service today.
So LPA Group have suppled circa 65% of all Inter-car jumpers to UK Railways
One would imagine these have to be replaced after around 10 years of use as part of a maintenance operation
" Unlike the protected cabling within a vehicle, inter-car jumpers are exposed to mechanical stresses such as twisting, as well as heat, cold, rain, snow and UV radiation. This means that they need to be serviced or replaced at regular intervals." |
A new contract RNS
For new trains being built
An interesting move is for existing diesel locomotives to be upgraded to battery power
Hitachi successfully trialled such a conversion last summer in the UK with very good results that exceeded expectations
Hydrogen powered trains were being talked about a few years ago and the green lobby were getting excited that is now a dead duck IMO and the new range of longer lasting and safer batteries will soon be used on many non electrified lines to replace diesel
Many BIG train manufacturers are now actively making such battery powered trains
Some are now running in Merseyside
IMO this will result in a lot of existing carriages/rolling stock being upgraded and being used for another 10 years or more so contracts for the maintenance of such stock will be worth having |
Who could possibly be happy with this……..absolutely terrible…̷0;…but jam tomorrow is on the table ! This company has no reason for being, what so ever - time to put the FOR SALE sign up ! |
sitting on a big paper loss now
tiger |
PG can't be happy with this. |
Back to go |
To be strictly accurate, it's not a positive tip - it highlights the fact that the announcement is non-regulatory, ie. it doesn't materially affect forecasts. |
Tipped in ShareProphets on Tuesday... If anyone is interested in that sort of thing.(I hold in the Boon Fund) |
well we have suffered long enough.
lets hope so
tiger |
It would be nice to read an RNS before we close for Xmas regarding
22nd November 2024
" We have reached an agreement in principle on a further small acquisition of a product line, which we expect to be able to close, and provide further details of, in the coming few weeks. "
Could this be another Amphenol connector product line ?
Will it be Rail related or Aeroplane related ?
IMO , Either way its odds on that another contract win announced soon in the New Year and LPA Group could once again be off to the races, and under new stewardship.
An exciting 2025 looks IMO at long last , likely
dyor |
My understanding is that this is on top of the £25m order book at Sep24. Perplexed why £4m addition to a £25m order book is an RCS and not an RNS. The £25m order book included the delayed rail projects.However, I'm perplexed that there's been no updates on the delayed rail projects, either in this RCS or the previous trading update. The Piccadilly Line trains built by Siemens, for example, are starting to be manufactured and LPA supply those trains IMO.Am surprised with the 30% rise today. Don't think I've ever seen an RCS have this impact. I still think fundamentally this should be at 100p+ but today's rise on this RCS is puzzling. (I hold in the Boon Fund) |
Peter Gyllenhammar has achieved an exit in BAR. Maybe LPA will be next? |
buywell is pleased to be wrong in this instance
But my previous post stands in respect to what I view as a man's kind of man plus the gist of the rest
So:
The LPA Peter is alive and kicking at a sprightly 71 years young.
Peter Jan Patrick VALENTIN GYLLENHAMMAR
Date of birth
September 1953
Any company that can increase turnover by 10% to 23.8 million in todays market should be able to sort themselves out so that the company can turn a profit.
By whatever it takes.
Increasing prices/shedding staff/increasing automation/re-organising departments
buywell hopes the new incoming CEO has this mandate as in 2025 it will be needed
Any weeds need chopping
dyor |
Surprised there wasn't an upbeat rail outlook statement.One major project, the Piccadilly Line trains, has started production.(I hold in the Boon Fund) |
Well that’s rather good news.
Thanks for the info. |
Sorry but our Peter is still alive :) |
HE CERTAINLY was a one off.
Married three times the last was in 2013 he had his last child at 80 years old.
I wonder what happens to his very large position here.
tiger |
A WOKE appointment
could you expand on this statement please?
tiger |
A WOKE appointment |
New CEO now appointed. She's hugely experienced in the industry, expecting exciting times ahead for LPA. |
This share is so dead. Hardly any trading volume! The real spread here is north of 5%, which makes this hard to invest in even if one wanted to...They need to invest in better investor relations if they want a healthy market in these shares. |
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