Tp Share Discussion Threads

[cerrito] 11/12/2018 09:52

Note that PRES in their results announcement today refer to delays in their work on the Dreadnought programme, which may or may not be affecting TPG

[catch007] 04/12/2018 10:16

I note the recent 'Minnows' newspaper article is shown on the TPG website under news and press releases so there must be some substance to the content commentary. I wonder if indeed we will see news this month of another deal as stated below and add a bit of interest in the company. An share price of circa 6p doesn't reflect IMHO the business momentum and progress being made, stripping out say 1.5p for the cash held currently leaves the trading businesses at circa only 4.5p. We must hope 2019 provides a rerating by the market. GLA

'Cartmell says the company still has plenty of cash to burn, adding that it is in discussions to close one more deal this year. The company has said on top of that there are another 20 potential acquisition targets. Cartmell added that all acquisitions and takeover targets are earnings enhancing in the first year.'

[thompsonminor] 03/12/2018 09:40

Killick private customers topping up again. Usually a good sign.....

[bullster] 01/12/2018 13:50

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Could be good news for us.



The UK has told Europe it will set up it's own system and not participate in the Galileo system, mainly for military independence reasons.

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Galileo is an £8bn satellite navigation system intended to rival the US-controlled Global Positioning System. Once fully operational in 2020 it will provide accurate position, navigation and timing information to be used by governments, citizens and industry. It will be used by everything from smartphones to security-critical military applications in target acquisition and tracking. The UK is developing receivers for military platforms that will incorporate Galileo’s encrypted Public Regulated Service (PRS).


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[bullster] 30/11/2018 13:42

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An old market makers term of a double satan, is one million buy on it's way.


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[paulgo] 30/11/2018 12:11

the 6 zeros you mean? :o)

[bullster] 29/11/2018 13:18

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What's with all the sixes ?



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[tiltonboy] 28/11/2018 18:19

Many AIM stocks have been decimated, and it is possible that this has led to indisciminate selling of others.

Some good value around at the moment.

[catch007] 28/11/2018 18:07

SP has been heading south I haven't seen any news out so not sure why. Any thoughts?

[catch007] 21/11/2018 18:56

buywell3 - a little research into TPG would not go amiss as you will see positive frameworks, alliances and blue chip customers across the companies core divisions and progress made on many fronts. May I respectfully suggest that if healthcare is your chosen market segment for investment then you apply your expertise there, those institutional investors in TPG (and PI's on this BB) are in the company for their own valid reasons. As TPG do not operate in the healthcare arena comparison seems a bit futile and invalid.

[thompsonminor] 21/11/2018 16:20

buywell, as far as TPG is concerned the eggs are NOT all in one geographical basket. Phil Cartmell's approach to a broader overseas market (including defence) offers far greater protection from any politically induced downturn in the UK.

[buywell3] 21/11/2018 15:59

My point entirely

The defence space is shrinking

Wilst the NHS space like peoples guts is expanding exponentially

Healthcare was the only sector in the green in the USA when it slumped this week and in October

Healthcare will be the sector to be in for the next 2 to 3 years

[thompsonminor] 21/11/2018 15:55

Well spotted, Bullster. The Vega story has many similarities to the TPG one; both businesses working in the same (defence) space, and with similar legacy issues pre-Cartmell arrival. This makes holding on to TPG a much easier decision.

[buywell3] 21/11/2018 15:49

Consider this

If you have bought into this stock based upon the fact that it gets MOD work , then what happens re BREXIT

As you all know the NHS is the political football that will be played with in order to win the next election

Which party that promises to spend the most money on it will win the day so expect some very big numbers to get quoted

Monies from other Depts will get cut ... MOD has and will continue to do so BIGTIME

May has already promised another 20 Billion NHS spending recently to signal her intentions and try to keep tory MP's on side.

If Labour do get in the MOD will be savaged by a Rottweiler

If the Tory party get in the will be worried by a retriever ... but they still have teeth

[bullster] 21/11/2018 14:43

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I have given our CEO Phil Cartmell a little scrutiny, never bothering to pay much attention to comments that i had read years ago on the boards about his tenure at Vega.

Drawing comparisons to what Cartmell did at Vega and translating them across to TPG , i leave it your own conclusion.

Vega had been falling, for reasons i have not evaluated yet, before he took charge in May 2001 and sold the company at the end of 2007 to Finmeccanica of Italy.
His previous strategy bears a resemblance to what is being applied now, and in the same arena.
Vega had net assets of £19.8m at the deal and made pre-tax profits of £3.8m on £64.1m of revenue.

Google:Finmeccanica agrees £61m Vega buy......for ft article.






You could say 35p at the bottom to 290p at offer time.

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[pavey ark] 21/11/2018 10:06

Others may have noticed this but the £2m Naval contract (25/6/2018) doesn't mention submarines:
"This order is to build and supply an advanced gas management system, following announcement of a preliminary contract on 12 December 2017. The work, which will be carried out by the Group's Engineering & Technology business unit, will commence immediately and is expected to be completed in 2019"

I noticed this in the house broker's Sept update:
" This strategy is evidenced by the recent announcements by TP Group partnering with Micropore in the US and the Naval Group agreement covering a new service category of on-board surface ships."

The Micropore/TPG technology has obvious applications in submarines but if it is to be installed in surface ships then oil rigs and sensitive control centres could also be a market.

As far as the current share price is concerned I must say that the bare figures don't really support a much higher price but actual shareholders are here because we can see the real progress being made and obvious potential that the company has.

The share price has risen at a compound 30% over the last three years and I expect this rate of growth to continue.

[timojelly] 20/11/2018 12:35

No effect on the share price yet again.

[richie32] 20/11/2018 08:48

TP has been very careful and picky over who it acquired and now we can see the positive results

[thebigchap] 20/11/2018 08:42

Rugged systems order worth c.£0.75m from UAE



TP Group (AIM:TPG), the specialist services and engineering group, is pleased to announce an order from a customer in the United Arab Emirates worth c.£0.75m. This is the first order of note received by Westek Technology Ltd ("Westek") since its acquisition by the Group which was announced on 5 November 2018.

Under this order, more than 50 rugged servers and data storage systems will be built at the Westek facility in Wiltshire for delivery in 2019.

Phil Cartmell, Chief Executive Officer of TP Group, commented:

"It is pleasing to see the first noteworthy win for the Westek team since they joined the Group earlier this month. The Gulf region has long been one of our strategic market expansion targets. Orders such as this increase our footprint in the region and expand our customer base, whilst also complementing the work already delivered by our technology and engineering teams."

[thebigchap] 20/11/2018 08:36

what order timeojelly?

[timojelly] 20/11/2018 07:26

Nice order. Now we know why they payed 3mill.

[buywell3] 19/11/2018 19:35

I have looked at this a few times as some Institutions here are also invested in some of the stocks I like.

However IMO circa 2 million too much paid for Westek which had a 200k profit

Chartwise this is looking like previous lows are going to be hit yet again as previous highs did not get taken out

Hope this helps somebody