We would love to hear your thoughts about our site and services, please take our survey here.
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:
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 Members are members that have a premium subscription with London South East. 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.
Maybe this week we can get a decent trading update along with the AGM statement.
Let's see how diverse they are!
£55m MCap doesn't make sense.
Hi dsc, Re your comment about diversity - I completely agree. I doubt if there is any company with a MC of 55 Mill that is more diverse than TPG!
66 million revenue, the market cap around 150 to 200 million wouldn't be too excessive.
I notice some selling then taken out with another 100K buy. shows strength. I wonder what the free float is looking like as i believe we are forming a new base around 7p. That 100 million MC is within touching distance.
Yes, maybe. But I sense that some long term holders over on ADVFN are not convinced by the infiltration of hydrogen economy supporters.
The only thing we should be worried about is the SP. If the company has the tech and experience then they need to promote this and join the party.
I think they are trying their best to let the sector know what they can do and just how good they are at it.
TPG could be one RNS away from greatness. Hydrogen is the in word.
Being the master of one is not a good idea in some sectors because if that sector suffers your business will too. A diversified business is the key here. Like have a diversified portfolio, if you will.
Bananaman's rallying cry is working!!!
In respect to the EU requirement for electrolysers to produce hydrogen, TPG is presenting a great value opportunity in comparison to sector peers.
Kingsmen needs to visit the TPG website. It is impossible to supply the RN submarine fleet for 50 years with atmosphere equipment including the Astute and Dreadnought new builds and not be a Master.
https://twitter.com/surprised_trade/status/1278583084494061568
Good post, well said. 1st post by Kingsman and negative! Hmm had the same on WHM last night lol.
Kingsmen, they have a number of divisions which work in different sectors. In particular they have been working in defence and have contracts with the MOD. They have been producing gases such as oxygen (byproduct of hydrogen) for 50 years.
They have also an extensive number of high end oil and gas clients which they have been working with for a long time providing heat exchangers. These are manufactured at one of their facilities.
They work in several sectors such as space, defence, oil and gas, AI and renewables. The business streams can operate independently or they can work together, cross function. This does not make them a jack of all trades master of none. It makes them a resilient business with a diverse portfolio of business opportunities.
The electrolyser system they produce is CE marked and as they have been producing these for a number of years (claim is 50) I would expect that they have been established long before ITM
Does TPG have a manufacturing site for their own hydrogen and oxygen productions ?
I believe they said they have built one which proved it works , producing hydrogen and oxygen for the NHS , but I'm wondering if they have their own patents on it or will it be infringing on ITM's or some one else patented devices.
I have been reading their website , it seems like they are " jack of all trades but master of none " . Like to see them concentrate on one or two areas and drive it through , otherwise its finish with one project , then start a totally different project .
If you look at all these big companies they tend to specialise in just one thing .
If I have got this totally wrong please do correct me .
Over 50 years of experience.
https://www.tpgroupglobal.com/what-we-do/bespoke-engineering-solutions/renewable-energy-systems/hydrogen-heritage