any views new about this one when investment company now marine company with profits and payin divi and cash in bank talk of new weel know chairmen coming in anyone know a name ???

Nice Piece in "The Independant" last Friday 29/09/06
Further to go in the short term I think

Peter
===================================================================

Lupus Capital

Our view: Buy

Share price: 14.5p (+1p)

The investment company named after a wolf and run by a former star of 1980s capitalism is quietly building a head of steam.

Lupus Capital, is chaired by Greg Hutchings, who built the guns 'n' buns conglomerate, Tomkins, two decades ago,

A nascent mini-Tomkins with a private-equity twist, Lupus revealed yesterday that profits before tax jumped to 3.88m in the six months to the end of June from 870,000 a year ago.
Gall Thomson, which makes specialist valves for the oil industry, delivered a record performance. Schlegel, a maker of seals for doors and windows swallowed for 84m in April, has been fully digested.

Markedly improved sales (23.68m against 3.14m in 2005), productivity and cost controls are generating healthy cash flows after capital expenditure and working capital requirements. That allowed for a total interim dividend of 0.163p, 23 per cent higher than last year. Lupus now predicts "double digit" earnings-per-share growth over the full year.

The shares, 1p higher at 14.5p yesterday, value the company at 89m. Trading at about 10 times expected earnings this year, against about 15 times for the whales swimming in the same space, they look a bargain.

Lupus has plenty of scope to make its next acquisition and is actively hunting for a deal. Mr Hutchings is in no hurry, however, and stressed he would take his time to land the right target.

Lupus is too small to cross analysts' radar, though this may change by the year end. To invest in it is to back Mr Hutchings. This column does, and so should investors. Buy.

Excellent piece of journalism - let's hope some of the reading masses take the advice and jump on board!

At 10:17am this morning two times 2 million shares purchased at 16.5 pence.
That's 660,000 Sterling, no small buy.

Could this be yet another director purchase ??
If so then expect another rebound once the word is out.

Peter

The sp is down a little though at present. But if it is director buying then I think you're right Peter, north will be the only direction!

Anyone know why the 6.5% jump today ??

Peter

press rumour in the times i think linking greg to tomkins

From the "UPS" thread ..........

Keep an Eye

LUP - Mid 15.875p ( 15.75 / 16p )

Reason - Improving on good large size volume, after the retracement Interim results were strong and will produce double digit earnings growth on future years, so undervalued. "Lupus Capital has achieved excellent growth in sales, profits, dividends and cash generation, which, together with a strong balance sheet"

Now that's analysis I can appreciate....!

Quite a bit of trading in these today, so many cross trades!

Anyone heard any rumours ??

Happy New Year to you all

Peter

Going Crazy Again.
Gotta be a reason!
Is Greg buying again?
Peter

98% buys today
Great volume yesterday
Someone out there have any info on this recent jump ??
regards
Peter

Amities /Very positive trading statement leading the city to fully anticipate the more than successful intergration of their new aquisition -Schlegel - and high fiscal percentile increase in receipts from oil couplings business- Gall and Thompson- has exited trading in LUP ( as recent volumes illustate ) . ,.................................................................................................................What with both the Bank of NY and Cazenove both very recently taking sizeable principal positions; and CEO Hutchins placing 30 million shares in both his wifes name, and a furthur 30 million in a family trust for his immediate family leads one to logically assume Lupus will not be a 10 minute wonder; and all the director buying bodes well in the house of Lupus for the forseeabe future .Also there is talk of a furthur acquisition on the cards ..Love him, or hate him, Greg is no-ones fool and knows his marbles . ln addition what with Fred Hoad on the board we will be assured of shareholders getting their fair share of profits {sic} in the form of progressive divies and so forth .Come to that . Now think about it ?? >.....How many shares of this s/p carry a dividend ??.......ln addition surely a re-rating is on the cards what with the takeover of Schlegel which in effect ammounted to a reverse takeover, and a corresponding massive increase in m/c. This still must be one of the most undervalued smallcaps on the market. . ..l have been in and out of this stock since it was 2p { and out @21p in a frenzy of crazy speculation } Oliver Stockern made some shrewd snazzy moves such as bringing Octari out of a long suspension; and in the process getting his hands on 2m in cash and oil/ gas services outfit- Gall and Thompson - which has gone on to become something of a jewel in the crown with one of its products KLAW rapidly emerging as a "brand" market leader.What with the increase in drilling/ workover activity and a 98.7% rotary count Gall and Thompson are growing organically on an annualised rate of 20%, and well placed to see further growth . . Juste a pity old Olly was a little lavish with the companies money . A great pity as i happened to have learnt a lot from this man ; BUT in Greg we have the proven article to my mind; and thus far he has acted with great caution and patience, and the process of turning LUP from a single entity company into an aggresive foreward looking highly cash generative outfit with a decent portfolio of mid/small caps under its wing has began in earnest . lf he attains the same success with LUPUS as with Tomkins we will be more than happy. .And dont forget this 80s entrepaneur has a point to make ......Bonne chance et al ..Sante @+ J

THIS COMPANY IS BEEN QUOTED ON RHPS FOR A TARGET PRIZE 30 PENCE

Amities / COBRA - l cant find it but what time frame did it give for target to be achieved ?.l heard through the grapevine they were more interested in looking over other oppertunities in gas/ oil services. Someone like the poorly run HBS which would be easily digested by gall and thompson ......Anyone else heard this unfounded rumour ??

' J'

I had a choice between LUP & AFE and went for AFE.

french i talking about lupus capital 30pence in12 month i think they will achive that rate before

lf the momentum increases at this current rate; and results surprise all expectations ( which the trading statement suggested it would.) this could be 30p overnight . l know every nut and bolt of Lupus . lts not speculative as such . Very liquid and cash generative .lronically l bought a shedful as a long term hold. but traders have jumped on it as at 15.75p as at that point every variable was in place for a big short term run. with Chunky buys still coming in now @ 19p ..........................................Roly . AFE has yet to happen ..Phelps Dodge dont interest themselves in something they dont want . Also AFE has no debts.BE patient. Not to late to get in on this LUP R @+ J

you know you want too lol

look is going to be very good day many buys ,,but the prize dont move

On first glance it appears 19p could prove a resistance level. As soon as the "offer" was raised to 19.25 sellers appeared. Bid has juste been raised to 19p on a spead of 19 / 19.25 so a couple of ticks up thus far.Hopefully selling short term. ln saying that both Volume hence momentum are holding up nicely. @+ J