Lpa Share Discussion Threads

[castleford tiger] 18/7/2012 17:47

cheap
i was offered 58p today by a m/m when it was 55/57

none for sale.

tiger

[interceptor2] 18/7/2012 16:31

Per Staech Chairman 10500 @ 57.8p and now holds 155,500, I would imagine that being the Chairman, he would be confident that the group is continuing to trade strongly.

ic2...

[cockneyrebel] 18/7/2012 13:39

Director buy.

CR

[pj 1] 17/7/2012 15:56

Mike Thanks. LPA Industries is linked as their web page on ADVFN

Just goes to show not to believe everything you read..!!!!!

[miked500] 17/7/2012 15:53

wrong site it's here

[pj 1] 17/7/2012 15:27

Started to have a look here and put on my radar. Initial comment...what a damn awful unprofessional web page. One of the worst I have ever seen

Dull, uninspiring, strange wording, not user friendly, uninformative.

If this is a window into the Company then it sure needs cleaning......

[castleford tiger] 16/7/2012 21:55

back yesterday no connection in a very wet devon!!
will ring you this week
A

[castleford tiger] 16/7/2012 21:54

back yesterday no connection in a very wet devon!!
will ring you this week
A

[simon templar qc] 16/7/2012 16:33

Thought u were on holiday Tiger and thought u might look in. No harm in taking a profit on 30% spike!!!

I don't think EKT would be intersted myself unless it was split up and EKT bought the connectorts but they would not be interested in the company.

[castleford tiger] 16/7/2012 16:13

Simon

I am not sure that 60p is far out right now.
The market cap is 6 million and they have a chunk of money to come from SW.

I think the brokers must have read my numbers!! not often i get it spot on.
That said i think we will be closer to a million than 600k in 2013.

The shares are very well bid right now we 2x mm having no stock. They will take 10k blocks.

I remain as you know Simon a holder. Do you think EKT may ever look at them?

Tiger

[eburne1960] 16/7/2012 15:57

Gawd, has Simon Templar got a stake in LPA as well as Elektron?? I think we should be told....

[eburne1960] 16/7/2012 13:38

Small Company Share Watch (a tip sheet).

[overmars] 16/7/2012 13:35

what is SCSW?

[share_shark] 16/7/2012 09:43

cracking write up in SCSW over weekend.

My friend gave me DIA and it has put LPA on my radar now. :-)

[simon templar qc] 16/7/2012 09:43

Too much going in central costs and management pockets!!!

Look at their track record. I advised taking a profit the 30% rise this morning was always going to be unsustainable short term.

[cambium] 16/7/2012 09:23

words from a good friend of mine

I have been using Niphan connectors for years and they are excellent.
Although they are expensive I've never had to replace any.

Re LED's

I have recently secured additional capital investment from a CC to
replace 30% of the street lights . We have decided not to use LED's
due to cost and payback (although the whole life cost of LED's is better).

Discharge luminaires Cost = £3.7m Payback = 8 years
LED luminaires Cost = £9.7m Payback = 28 years

The use of LED luminaires will save energy but the big saving is in reduced
maintenance.

You may have noticed that most bus and lorry rear and indicator lights are
now LED. This have nothing to do with saving energy but to reduce
maintenance. When a bus or lorry is off the road having lamps changes it is
not earning money (and less chance of getting a ticket for faulty lights).
Vehicle LED lights can conceivably last as long as the vehicle.

This analogy is simmer for trains and plains. When they are not operational
due to maintenance they are costing the operating company money. So in
these circumstance it is worth paying a premium for the LED product.

So LED products designed for niche sectors that have a high cost of down
time are very attractive to end users. I would defiantly include airlines
in this and probable train operators too. This is where Dialight have
succeeded.

If LPA are selling their product to these types of company then are probably
on to a winner (but they need to invest in a constant light output driver).

[interceptor2] 16/7/2012 08:59

Thanks Cambium

[simon templar qc] 16/7/2012 08:34

must be a tip take some profits before u see a massive reversal my advice!

[interceptor2] 16/7/2012 08:13

Nice break out this morning on only modest buying, something has got them moving?

ic2...

[interceptor2] 29/6/2012 16:27

The new forecasts from Xcap Securities below

2012 = PBT, £0.60m and EPS, 4.60p
2013 = PBT, £0.67m and EPS, 5.00p

That a 20% increase for 2012 giving a PER of 10.44 and a PEG of only 0.17. The rolling PEG is 0.58.

CT, Looks like the brokers agree with your £0.60m PBT forecast, but I think now after the interims they are likely to beat these forecasts

ic2...

[interceptor2] 29/6/2012 07:41

Nice increase in forecasts to 4.6p EPS 2012, and 5.0p EPS for 2013.

ic2...

[castleford tiger] 27/6/2012 18:29

Forget that little peac of say 2 million plus..................what about the growth.

I expect 600k this year to give a historic p/e of 10.

Will have cash in hand after the sale, paying a growing divi, could turnover 20 million in 2013 all for 5 mill market cap.

Fair value 100p and i have lots of them................

Tiger

[mildred49] 27/6/2012 08:25

so how much could they sell that Saffron Walden land for if it can have 20 houses built on it ?

presumably they could do it themselves and make £10m or sell it to a housebuilder for £2-4m ?