Lpa Share Discussion Threads

[meijiman] 16/3/2018 09:48

Thanks for that ansc. I take it from that post(s) that you see LPA as currently undervalued. If this company optimism comes through into the next numbers then north of £2 may be on the cards.

[ansc] 16/3/2018 09:32

I spent a couple of hours last night browsing through my copy of the Annual Report - I always ask for one because there's often information I've missed reading the internet announcement - just to remind myself why I regard LPA as a good investment. For example:

(By the chairman) In my interim statement, I reported that the Group had established itself on a new trading level and that this has continued to be sustained by excellent levels of orders and sales. Output during the first quarter of this financial year was at record levels. We have moved on.

(and) Our order book and prospects in our home and export markets are very positive indicators. The current financial year has started well. We look forward to our medium and longer term future with great confidence.

(backed up by the CEO) The strong start to the current financial year bodes well for the year as a whole, sustaining the progress we have made over the last two years.
We look to the future with increasing optimism and confidence.

As a shareholder, I couldn't have asked for better.

[ansc] 14/3/2018 09:19

Is anyone going to their AGM next week? Would love to go myself but a tad too far for me to travel these days.

[freddie ferret] 07/3/2018 17:08

Gone thin.

[buywell3] 05/3/2018 17:19

Yes I saw that Siemens news

LPA should stand to gain some nice orders

All we need is a Government that realizes that the Rail Network is crucial to the success of the UK after Brexit

Gridlock on Motorways and Diesel pollution is not a vote catcher

[castleford tiger] 02/3/2018 08:51

Siemens has revealed plans to invest £200m to develop a new state-of-the-art factory in East Yorkshire to manufacture and commission trains.

The company has signed a long term agreement for the lease of land in Goole and is aiming to start phased development of the 67-acre site later this year, if investment conditions are met, and subject to the company's success in major future orders.

The new factory could employ up to 700 people in skilled engineering and manufacturing roles, plus an additional 250 people during the construction phase. About 1,700 indirect jobs are expected to be created throughout the UK supply chain.

Juergen Maier, chief executive at Siemens UK, said: "Having considered multiple locations in the UK, I'm delighted to confirm that we've identified a site in Goole for our new UK rail factory which not only has the potential scale we need for a facility of this size but also ready access to the skilled people we'd need to build and operate the factory.

"This investment has the potential to have a tremendous impact on the Yorkshire economy and the North of England as a whole, ensuring that the benefits of infrastructure spending are spread widely and helping to ensure the ongoing development of the UK rail industry."



Siemens' detailed plans for the factory, which is located at the Goole 36 development adjacent to junction 36 of the M62 motorway, include manufacturing and commissioning buildings, warehouses, offices, and stabling sidings with potential for the development of a test track.

The facility will complement Siemens' existing operations, comprising some 450 trains in service and eight purpose-built maintenance facilities, plus wider activities in electrification, signalling and train control technologies.

Transport secretary Chris Grayling added: "This exciting proposal by Siemens underlines the benefits of this government's £13bn investment into improving and modernising Northern transport, providing major firms with the fast, reliable connections required to recruit a skilled workforce and deliver cutting-edge innovation.

"From delivering brand new and refurbished trains through the Great North Rail Project, our plans to upgrade the Transpennine Route to our investment in Yorkshire's roads, we are driving forward job creation, economic growth and unlocking the potential of the Northern Powerhouse."


great news for LPA

Tiger

[buywell3] 16/2/2018 10:26

Re Train work and the phasing out of diesel trains by 2040

Electrification of the UK network is now a priority to enable this

The new west coast mainline (high speed ) due to start soon needs to be planned to join up electried line wise with the existing east coast main line


This could be done by electrifying the lines between Birmingham through to Derby and onwards to Nottingham to join the two ECML and WCML

Then Derby needs electrifying through to Bedford

This gives massive flexibility in case of engineering works

As it gives a 3rd Midlands to London ( St Pancras) route down the middle of the country

[buywell3] 15/2/2018 18:15

The LPA chart is looking very good at the present time

It reflects the growing turnover and profitability of the company plus the forward order book and very strong performance from the new LED Division which looks like it could be a star performer for the next few years as LED lighting looks set to rocket both within the domestic market , but also within the industrial market

This is because LED's consume much less power than olde style lighting ... ie 25% of what olde lighting took


But also LED lighting products last around 5 years or longer


Olde style lasts less than 50% of that if you are lucky


PLUS LED lighting lends itself to quick switch on/off programs ie computer control

[castleford tiger] 14/2/2018 18:04

THE 10,000 buy at 168p was all that was available on l2.
The price has moved quickly behind it.

Still looks far too cheap

Tiger

[buywell3] 14/2/2018 17:57

Many older High Speed trains are still Diesel , like from Derby or Nottingham to St Pancras or other Midland area stations to London where electrification has not yet been carried out.


So when these lines become electrified new coaches and engines ( electric ) will follow on

Sooner rather than later the Conservative Government will realize that after Brexit the country will need a better electrified Rail network.

Like France or Germany, so we can compete on a level playing field and win work and orders from EU countries that want their orders filling quicker.

Electrification of the Railways

Long overdue and any half decent Transport minister should be fighting his corner to get bit done.


Perhaps 25% of the Foreign Aid budget could be spent on such

[castleford tiger] 13/2/2018 12:14

Just passed Normanton site and 3 lorries parked waiting to load.
Looked very busy.

Tiger

[meijiman] 13/2/2018 12:09

Yes but is that just the traction engine at the front? would it include new carriages as well- where the bulk of any work for LPA would be? There are alot of diesel units on goods haulage as well. Anyway I like the the shares.

[castleford tiger] 07/2/2018 08:18

back in for more yesterday

tiger

[castleford tiger] 01/2/2018 18:25

Those buys were a good deal

tiger

[castleford tiger] 01/2/2018 17:13

Buywell

What RNS ??
tIGER

[buywell3] 01/2/2018 16:52

A decent RNS from the company with the chart now poised and the last previous high of around 190p should get busted

I still think LPA at current share price is vulnerable to a bid of around min 225p

LPA BOD would have to consult ... but 250p would I think do the deal

Hence I would like to see a bit more newsflow from them as I do not want this going on the cheap just as things are taking shape

LED lighting for EV and Transport systems , Road lighting , signs and railway signals all going LED

Plus due to increased GRID loads to come from EV charging requirements Governement will be forced to order uptake of LED lighting both domestic wise and Industry wise

[castleford tiger] 31/1/2018 09:09

that's my fault buying what I can

[cfro] 31/1/2018 08:40

On the up this morning and bucking the general market trend last couple of days.

[castleford tiger] 30/1/2018 17:30

Buying tomorrow still wanting another 50k of these especially at this price
Tiger

[buywell3] 30/1/2018 17:19

Funny how folks want cheap tickets to get entry after the Full House sign has been raised

Can't blame them for trying though

[cockerhoop] 30/1/2018 14:36

You're on :-)......and actually hope you are right. I'd like LPA to do well.

[castleford tiger] 30/1/2018 12:26

Lets have a beer pal on it
Tiger

[cockerhoop] 30/1/2018 10:54

It all boils down to your definition of the period when 'previously achieved' and 'presently experiencing' relates to.

I took the former as the old pre-2016 level and the latter as H217 and Q118.

I could be wrong and will happily doff my cap to CT if they increase revenue by 12% in 2018.