Lpa Share Discussion Threads

[castleford tiger] 01/12/2022 17:01

Arthur

what do you mean?

[castleford tiger] 01/12/2022 17:00

Arthur

what do you mean?

[arthur_lame_stocks] 30/11/2022 20:59

Wrong Gyllenhammar i'm afraid.

[evhoward] 30/11/2022 20:53

I hope it’s not just wishful thinking but is LPA is about to break out of the recent narrow range? NED purchase this week encouraging.

[kash_] 30/11/2022 12:13

LPA Group plc, the high reliability LED lighting, electronic and electro-mechanical system designer and manufacturer, announces that it was informed on 29 November 2022 that Gordon Wakeford, Non-Executive Director, purchased 6,300 ordinary shares in the Group at a price of 80.00 pence per share on 29 November 2022.Following the above purchase, Gordon Wakeford is beneficially interested in 28,000 ordinary shares in the Company, representing approximately 0.21 per cent. of the Company's current issued share capital.

[castleford tiger] 28/11/2022 23:18

Picked up 3 million shares pretty quickly and added 600k plus to get to close the 25%
This BOD must be terrified!
Not selling my 2.4% at this price.
Fireworks coming .

[buywell3] 28/11/2022 17:02

Worth a read imo

[kash_] 28/11/2022 13:49

Peter G now at 24% shareholding of LPA. RNS today.

[boonkoh] 25/11/2022 23:42

But it would have grown given the movements in yields since the infrequent revaluations...Yes, wouldn't be able to sell it at the full actuarial surplus. But would expect a good portion of it.

[baner] 25/11/2022 14:31

the pension surplus u c in the balance sheet will absolutely not be the amount the company may receive from any surplus - the pension providers are skinning the cat in and out so out of 4m maybe 1m in a very good world will end up with the company. other than that, things looks OK.

[castleford tiger] 25/11/2022 10:28

its in the accounts at about 4 m plus?

tiger

[boonkoh] 25/11/2022 10:17

I'm disappointed no mention of the pension fund! That for me is the hidden value. Once they agree the disposal, at a surplus valuation. We wait and see...

[castleford tiger] 25/11/2022 07:49

Its time we were seeing a prolonged period of profit now.
It looks like 1/2 million at best in second half.

Hopefully we can build on that going forward and get the inflation ravaged earnings % back up.

This should be making 1.5 to 2 million a year then it looks attractive again.

The debt should be close to zero it was about 2.5 at half way and we got 1.7 plus this profit means its less than 400k.

Tiger

[bigbigdave] 25/11/2022 07:09

LPA Group plc, the high reliability LED lighting, electronic and electro-mechanical system designer and manufacturer, is pleased to provide a trading update for the year ended 30 September 2022.

In the interim results we outlined that H1 was loss making and that H2 would show a strong second half. We are pleased to report that H2 was indeed as predicted, with good progress being made, resulting in an improved trading performance compared to the second half of the prior year. The Group will make a small trading loss for the year, however, with the exceptional gain achieved through the disposal of unused land, the Group will report an overall profit before tax.

We are continuing to transition the business as we broaden our product offering, our worldwide coverage, and the market sectors we serve. We still have a heavy dependency on projects but the foundations are being laid for more repeat routine product sales. In support of this, several key appointments have been made across the Group, notably in sales and engineering. We are delighted to have appointed two new MDs to lead our electro-mechanical and distribution businesses.

Pressure from our supply chain remains as inflation and other macro-economic factors dominate industry. Increased prices and long lead-times are impacting many of the products we supply, however, the impact on the business of these dynamics is being managed.

Our orderbook remains high at £28m. Managing our working capital remains a key focus and the cash from our land sale supports a stronger balance sheet.

Our strategy and direction is clear and, although we anticipate continued pressure from much of the above, we are making good progress towards re-balancing the business.

[my retirement fund] 24/11/2022 12:47

That's pretty significant, anyone got any theories for his end game ?

[castleford tiger] 22/11/2022 17:11

i wonder why the news feed not picking it up on here?

[kash_] 22/11/2022 11:55

Another buy from Peter. Holding increased to 19.18%.

[kash_] 13/9/2022 10:55

Peter now over 18% after latest purchase

[castleford tiger] 13/8/2022 09:38

Thanks

The selling part was late reported so I had not picked that up.

I wonder why sell now?

I have high hopes this gets to 200p before I sell.

I hold almost 2% I think with 270k shares

tiger

[kinwah] 12/8/2022 21:24

Sorry Tiger I'm abroad and posted in haste. I was using 4.8 as an abbreviation for 4th August. On reflection I was probably wrong. PG was probably sitting with 12.98% on 3rd August and simply purchased the Thynne holding on 4th August taking him to 17.27%. Therefore no need for me to mention good chunk. Anyway it is good that he is picking up previous family related stock.

[castleford tiger] 09/8/2022 18:06

kinwah
could you explain that to me please.
I don't understand
tiger

[kinwah] 09/8/2022 10:10

Thynne sold her holding of 4.29% on 4.8 accounting for a good chunk of PG's purchase on the same day.

[castleford tiger] 09/8/2022 09:19

still no declared seller

[buywell3] 05/8/2022 21:57

POST REMOVED

[value hound] 05/8/2022 18:31

my retirement fund

Gyllenhammar is not one to bid above market price and I've seen him bid below market price before (and win!)

Where was that just out of interest?