London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
You will only have one login account. Registering with multiple accounts is not allowed. Any user found to have more than one account on this site will have all, and any future accounts suspended permanently.
Your email and password must only be used by you. If a post is made under your account, it will be considered that it was posted by yourself.
Your account nickname must not be the same, or contain, listed company names or board members' names.
While debating and discussion is fine, we will not tolerate; rudeness, swearing, insulting posts, personal attacks, or posts which are invasive of another's privacy.
You will not;
discuss illegal or criminal activities.
post any confidential or price sensitive information or that is not public knowledge.
post misleading or false statements regarding the share price and performance. Such posts are deemed as market abuse, and may be reported to the appropriate authorities.
post any private communication, or part thereof, from any other person, including from a member of the board of directors of a listed company. Such posts cannot be verified as true and could be deemed to be misleading.
post any personal details (e.g. email address or phone number).
post live price or level 2 updates.
publish content that is not your original work, or infringes the copyright or other rights of any third party.
post non-constructive, meaningless, one word (or short) non-sense posts.
post links to, or otherwise publish any content containing any form of advertising, promotion for goods and services, spam, or other unsolicited communication.
post any affiliate or referral links, or post anything asking for a referral.
post or otherwise publish any content unrelated to the board or the board's topic.
re-post premium share chat posts on regular share chat.
restrict or inhibit any other user from using the boards.
impersonate any person or entity, including any of our employees or representatives.
post or transmit any content that contains software viruses, files or code designed to interrupt, destroy or limit the functionality of this website or any computer software or equipment.
If you are going to post non-English, please also post an English translation of your post.
If you are going to post non-English, please also post an English translation of your post.
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium and Verified Members
Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
blimey ...as explained below the £50m mcap rule applies to most funds, astonishingly they also buy back into some companies when the cap increases back up....so TPG mcap falls below £50m mcap , fund follows rule, sp suppressed and drops a bit further (in addition to the general market crash in March) and we have a lower sp for the selling out period, opportunity knocks and recognising the opportunity a number of investors see an attractive entry price ahead of a potentially profitable rebound, including Greenp, ...at least your postings, disengenious as they may be, provide an opportunity to highlight the matter, thanks Greensp :-)
Only trouble with “funds follow rules not markets” line is that the price here has been trading in a relatively stable band for the last few years (aside from the dip to 4p, but it recovered from there) and there is no obvious trigger for the “rule” that would make them sell up.
So many players will be watching this from the sidelines and weighing up opportunity. TP can happily plough its own furrow but the cash plus IP plus secure forward contracts increasing annually in growth areas really must be compelling to the likes of Qinetiq, Thales, BAe, Cohort and multiple USA teams.
Precisely. L&G have an MCap policy in place on funding investment and, as surprised states, that may well have been the trigger amongst many others. The fact that the sale has yet to initiate a new holding position is of more interest as the MM will not have absorbed such a large amount of stock without a purchaser at the table. I wait with bated breath and the MM can now turn a nice profit.
why is ii selling out ? Greenspanny your posting history and knowledge of mkts tells us all you know the answer, unfortunately it also suggest you are deliberately posting disengeniously, and that is disappointing ,as a sensible and informative debate is impossible. the often quoted answer is as you know 'funds follow rues not mkt moves' and some excellet examples are Sanerson in March who sold out of AIR at 23p (because the mcap dropped below £50m, same as here in TPG) and the share price has risen since their exit to 87p.....another example AXA who sold out of XAR , because the mcap dropped below £50m same as here in TPG, at 20p in March and the share price is now 62p....so funds follow rules not mkt moves and provide opportunity for those who recognise the market moves.
All of the above you will be aware of I know, and if anyone else wasn't they are now :-)
To believe that TP Group is reliant on defence is a massive error. Forward contracts across the defence spectrum do provide a huge degree of confidence as the IP is virtually unique with huge barriers to entry. The application of those technologies to space, exploration, healthcare, robotics and marine/drone deployment is the avenue to potential exponential growth.
Thanks. The nine year technology agreement signed last year with US company Batelle Inc was a superb move with huge potential in healthcare and alien environments. Together with the AI and LIFT tech within Sapienza, the outlook is excellent. Antsondeck is also a fantastic platform for use across virtually every industry. I seriously believe the sum-of-parts tech is worth multiples of the current £40m MCap.
Welcome back Adastra, long time no see. 5P is definitely a bargain. A well run company with no debt and a good spread of customers. The long term naval contracts should be safe and the rest of the forward order book should largely deliver. the recent acquisitions do indeed increase our IP potential and revenue growth is to die for. Please don't be too upbeat as greenspan will be upset
We should be able to start generating continuous profits and at the risk of boring readers we only need to make a token divi to really advertise us to a whole new range of investors and so improve the SP.
Well....I'm back in! Invested and posted here frequently as regulars will know. I sold out on 27th Jan having doubled my averaged cost [yes, I had a lot of shares!]. I reinvested in Aviva and Synairgen at £4.01 and 7.5p respectively. I posted over and over again that Synairgen was massively undervalued - right time right place [check my screaming buy on SNG on 27th Jan]. Aviva dropped to £2.30 and is 'recovering' but Synairgen absolutely flew and I baled at 60p for a very decent gain as it was at the forefront for respiratory symptoms of Covid. I've followed TPG throughout and it is now compelling. Right time, right tech, right place. It has shedloads of IP and high-barrier-to-entry tech. The healthcare research that justified my investment in Synairgen at 7.5p now extends to TPG. Talking to numerous healthcare colleagues, one of the highlighted problems was the massive demand for medical oxygen. Huge constraints have been identified on several fronts. One was capacity at secondary healthcare sites [hospitals] where storage capacity was compromised by demand. The second was that many of the integral piped oxygen systems were unable to cope with demand requiring the use of cylinders. These factors play massively into the hands of TP Group who are fast-tracking a stand-alone oxygen generator as a spin-off from their maritime tech division. The prototype is sheduled for completion this month and will be demonstrated with a view to commercialisation in H2. Do the research, read about the tech and then see why I believe that 5p is the floor here. Qinetiq, Cohort, BAe and a number of others will most certainly be seeing the potential here and I expect that L&G shareholding has already been shifted to a savvy outfit or T1/T2 player. TPG not only have the IP they have the services and engineering capabilities. Add in Westek and Sapienza [plus Lift tech holding at 69%] and substantial forward order book and this should fly well above my last exit price of 8p in short order. DYOR........now.....its too cheap imo.