Share Name Share Symbol Market Type Share ISIN Share Description
Lpa Group LSE:LPA London Ordinary Share GB0007320806 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.00p +0.74% 136.50p 133.00p 140.00p 136.50p 136.50p 136.50p 2,305 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 21.4 1.5 12.3 11.1 16.89

LPA Group Share Discussion Threads

Showing 1526 to 1548 of 1550 messages
Chat Pages: 62  61  60  59  58  57  56  55  54  53  52  51  Older
DateSubjectAuthorDiscuss
20/7/2017
16:29
Have you been topping up today then ? or is it you freddie
buywell3
20/7/2017
11:34
Massive 30/40% upside to broker target. If available buy is my advice tiger
castleford tiger
17/7/2017
17:16
Too early to say this is bottoming out.
freddie ferret
15/7/2017
07:11
Why are LPA shares falling this year ? I think it is because of the following : Train Operators shares have been leading the way by also falling this year BECAUSE their margins have been eroded away to the point where many franchises are becoming loss making or break even ie they are running trains for the government for free. 28 June 2017 hTTp://www.insider.co.uk/company-results-forecasts/stagecoach-suffers-80-drop-annual-10700403 ''Stagecoach hit by Virgin East Coast rail line woes Rail and bus operator Stagecoach Group has reported a 15.3% drop in full-year pre-tax profit. It has also been hit with a £84m charge at its unprofitable Virgin East Coast rail franchise, of which it owns 90%. Chief executive Martin Griffiths said revenue growth on the line had not met the expectations envisaged when it bid for the franchise in 2013-14. After the announcement, Stagecoach's shares were trading down 11% at 180p, the lowest level since December 2009.'' hTTp://www.cityam.com/265785/firstgroup-fgp-shares-fall-despite-ftse-250-train-operator ''margins in the rail network, soon to include the South West Rail franchise, are falling.'' hTTps://www.ft.com/content/12f460fa-fd8a-11e6-96f8-3700c5664d30?mhq5j=e3 ''The fall in rail operating profits drove down overall group operating profits before amortisation for the six months by 13 per cent'' hTTp://www.telegraph.co.uk/business/2017/03/01/pressure-stagecoach-defend-east-midlands-rail-franchise-amid/ ''The shares have fallen a quarter in the past year to 206p at the time of writing.'' Railway trade unions backed by the Labour party and the Mayor of London are rampant and strike action is continuing to cause disruptions and lower wafer thin TOC margins thinner still, thus: ''the existing franchise model is struggling on its own terms. Operators are exiting the market and the average number of bids is now below the department’s own target for realising value for money. Behind closed doors, it has been acknowledged that the risk of an operator defaulting has risen.'' hTTp://www.citymetric.com/transport/difficult-decisions-are-now-due-transport-challenges-ahead-3128
buywell3
11/7/2017
09:47
hTTp://www.bbc.co.uk/news/uk-england-40534911 Trains account for over 50% of LPA revenue The new DCO driver controlled and operated trains are causing a major problem for Northern, Southern and Mersey-rail There is a stand off developing which could impact projects and timescales
buywell3
05/7/2017
17:29
Why don't you give us all a break and find these facts out for yourself (if you are that interested) rather than asking these never-ending, seemingly pointless questions on this board and boring us all to tears?
ansc
05/7/2017
16:53
What about the new ships being built up in Scotland for the navy ? by BAE hTTp://www.telegraph.co.uk/business/2017/07/01/bae-systems-lands-multi-billion-pound-deal-royal-navy-frigates/ Do LPA do any contract work that is ship related ? If they were/are to get any naval work with BEA on the above then LPA would be working a contract for BAE on this hTTp://www.royalnavy.mod.uk/news-and-latest-activity/news/2017/april/21/170421-scottish-shipyards-begin-building-latest-patrol-ship Are they ?
buywell3
05/7/2017
11:14
THANKS GREAT insight. I have e mailed Peter
castleford tiger
05/7/2017
11:02
A Bombardier and Siemens Joint venture and stand alone rail company would have to have a base in the UK in order to bid for future HS2 trains. Whoever wins contracts over the next 20 years Bombardier, Siemens, China or Hitachi, LPA being local will be a preferred supplier to HS2 and has already supplied to all of these companys. As LPA are a world class patented and proven reliability to BS standards supplier they will also want to get involved in every one of the worlds new infrastructure train builds.
olliemagern
05/7/2017
10:40
WH Ireland have only been the broker for a few years, in that time they have given 4 forecasts and every one has been at least 10% short of the actual result. As LPA are such a small co the broker has a limited budget for analysis hence the cautious stance. The f/c should therefore be used as a minimum they will rise again on the September update and rise again when results come out in January.
olliemagern
05/7/2017
09:05
I shall ask the man in charge. tiger
castleford tiger
05/7/2017
08:46
What you need to see Tiger is an RNS saying that LPA has won a contract with Bombadier re their £900M new trains deal. Or some such similar size deal ie worth around £3M What other companies are likely to be in that sized frame ?
buywell3
04/7/2017
18:21
Yes Buywell. The 300p target for 2017 is equal to 20x earnings which is probably too high a valuation. However it may take that sort of figure to buy the company. It was a brave target but sadly optimistic target . I still think great things to come here. current p/e is 10 which is a bit harsh Tiger
castleford tiger
04/7/2017
18:15
Market Cap £20m Current Price 166.5p Target Price 200p (unch) Today’s trading update notes “excellent levels of orders and sales” in the year to date which would seem to comfortably support our FY revenue growth estimate of +5% (to £22.5m). The statement also flags slightly lower H1 margins which is explained by i) a shift in product mix towards project work; ii) reduced defence and aerospace business; iii) the previously-flagged loss to administration of an oil and gas sector customer; and iv) the phased relocation of LPA’s LED lighting facility in Yorkshire (currently underway). H2 is expected to be unaffected by these factors and when coupled with the reference to strong growth in the sales line, we remain comfortable with our FY17 PBT forecast of £1.7m (EPS 13.2p). Other takeaways include a £2m contract for connectors in London, new news today. LPA’s fortunes are substantially underpinned by investment in the rail industry, not just in the UK (Crossrail, Intercity Express etc) but also in Europe, Asia and Australia. We retain our 200p price target (15x current year P/E) and a Buy recommendation.
castleford tiger
03/7/2017
08:15
I see you have put some even bigger big numbers on this one Castleford Tiger - 26 Mar 2015 - 12:53:26 - 123 of 597 LPA Group 2014 - Multi-year growth phase starting. - LPA 2017/2018 SHARE PRICE STARTS WITH A 5 based on profits of 4 million a year. see what comes out of todays meeting. tiger
buywell3
03/7/2017
08:15
I see you have put some big numbers on this one Castleford Tiger - 23 Mar 2016 - 10:40:12 - 258 of 595 LPA Group 2014 - Multi-year growth phase starting. - LPA not a penny less than 300p which remains my 2017 target. tiger
buywell3
02/7/2017
20:49
LPA Playing catch up on a few companies. I see WH Ireland have raised estimates by +10% for 2018 on the back of last weeks H1 results announcement to £2.1m PBT & 14.3p EPS (from £1.85m & 13.1p EPS previously forecast). FY2017 forecasts remain unchanged at 13.2p EPS or 8% earnings growth this year while the broker also points out that the company is a beneficiary of the weaker £ as 35% of revenue is outwith the UK. So, on a PER of 10 for this year & 9 next while providing a 2% div yield. Looks decent value to me especially in light of the growth in rail & on the back of their relocation & reorganisation in new facilities which LPA indicate now provides them, "...with expanded capacity, improved productivity and excellent facilities for the future." Kind regards, GHF
glasshalfull
02/7/2017
20:47
bit small for them really but Eric seems to be paid to promote the company with 3 upgrades so far.
castleford tiger
01/7/2017
20:57
You can see where I am coming from Tiger I hope The LPA BOD are being a bit daft in not letting investors have an informed insight on future earnings. Or put it another way , do they want joe bloggs buying LPA shares ? They have next to no institutional investors holding stock Make you wonder.
buywell3
01/7/2017
12:42
Current forecasts are by eric.burns@wh-ireland.co.uk He may furnish you with the information but I cannot as its not mine to share. very best tiger
castleford tiger
01/7/2017
12:37
Rail industry a key market A significant proportion (est. 55% of revenue and growing) of LPA’s output serves the rail industry. Key products supplied to this market are onboard energy efficient LED lighting systems and connectors linking carriages together providing the onboard artery for power, data, communication and passenger information systems. LPA is a major exporter (circa one third of revenue) hence a beneficiary of weaker GBP but it is also specified in the UK on both Crossrail (through Bombardier Transportation) for connectors and IEP (through Hitachi) for both lighting and connectors. IEP is expected to comprise 900 new carriages by 2020 and with LED lighting systems typically costing between £2k and £10k per carriage this programme alone offers a very substantial opportunity for LPA.
castleford tiger
01/7/2017
12:36
The Group's commitment to quality and reliability, together with its innovation and industry-leading technology, is now being more widely recognised. In particular, train builders are now being required to provide maintenance for as long as thirty years, making whole life cost and availability of parts for through-life support, rather than initial cost, the major factors in supplier selection. These various factors are contributing to the Group's strong order entry performance and order books. The Group has continued to support the train builders and refurbishers supplying the UK market and all of them are customers to a greater or lesser extent. We have continued to support Japanese train builders for their export products and, consequently, we continue to work with Hitachi, now in the UK also, Kinki Sharyo for Asia and Middle East, and Nippon Sharyo for Taiwan. In Taiwan, we also work with Taiwan Rolling Stock Company. In Australia, where the availability of maintenance engineers and whole life cost are major factors, we endeavour to work with all the train builders in Queensland, New South Wales and Victoria.
castleford tiger
30/6/2017
18:42
I have read that LPA did work for Bombadier several years ago hTTp://www.lpa-group.com/InvestorInformation/RegulatoryNewsAnnouncements/RegulatoryNewsAnnouncementsArchive/15millionrailequipmentcontract/tabid/125/language/en-GB/Default.aspx The key question is , given the size of the order Bombadier has won for new trains hTTp://www.telegraph.co.uk/business/2017/06/20/bombardier-track-record-sale-new-aventra-trains/ Has LPA been awarded a new contract with them ? I can see no RNS to that effect I await links for LPA forecasts 2017 and 2018
buywell3
Chat Pages: 62  61  60  59  58  57  56  55  54  53  52  51  Older
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