gordon geko
- 27 Nov 2003 09:41
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 ???
pjstanton
- 05 Feb 2007 08:09
- 50 of 103
Going Crazy Again.
Gotta be a reason!
Is Greg buying again?
Peter
pjstanton
- 06 Feb 2007 11:23
- 51 of 103
98% buys today
Great volume yesterday
Someone out there have any info on this recent jump ??
regards
Peter
TheFrenchConnection
- 06 Feb 2007 12:55
- 52 of 103
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
cobras
- 06 Feb 2007 13:43
- 53 of 103
THIS COMPANY IS BEEN QUOTED ON RHPS FOR A TARGET PRIZE 30 PENCE
TheFrenchConnection
- 06 Feb 2007 14:16
- 54 of 103
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 ??
aldwickk
- 06 Feb 2007 14:47
- 55 of 103
' J'
I had a choice between LUP & AFE and went for AFE.
cobras
- 06 Feb 2007 14:52
- 56 of 103
french i talking about lupus capital 30pence in12 month i think they will achive that rate before
TheFrenchConnection
- 06 Feb 2007 15:23
- 57 of 103
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
TheFrenchConnection
- 06 Feb 2007 15:25
- 58 of 103
you know you want too lol
cobras
- 07 Feb 2007 09:28
- 59 of 103
look is going to be very good day many buys ,,but the prize dont move
TheFrenchConnection
- 07 Feb 2007 10:47
- 60 of 103
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
pjstanton
- 16 Feb 2007 14:54
- 61 of 103
Back to 19.75 offer !
Will it hold this time Frenchie ??
Peter
proptrade
- 16 Feb 2007 15:09
- 62 of 103
another Tomkins....
TheFrenchConnection
- 16 Feb 2007 15:42
- 63 of 103
WE should be so lucky !!! ilf this does half as well as Tomkins some of us will not be able to physically carry our winnings ...hehe ......in city it is believed,after much money crunching, turnover has increased by a whopping 35% to 40% not only due to organic growth but fron acquisition which has increased correspondingly & margins in goods sold. Gall & Thompson have performed in aces & have a full order book for the full fiscal year, and as word gets around its products like KLAW which has become brand leader in the field of oil couplings , the companies future looks assured And all this for 18.5p & 3% divi .!!!!!..PJ -the 19.75 offer will come today ;and if not today, it will come on monday or wednesday of next week .That is inevitable . Be patient -- not a lot - but dont sell your position lower than 30p if you have too ....lf not this time next year i think you will be very happy,, Bonne chance et al ....@+ J
sem3
- 16 Feb 2007 16:40
- 64 of 103
Strong finish today.
proptrade
- 16 Feb 2007 16:49
- 65 of 103
quid by xmas (old joke, sorry!)
TheFrenchConnection
- 16 Feb 2007 17:30
- 66 of 103
This is not merely a good punt; lt is a well positioned company buying control of cash generating players whose management lacks vision / contacts / access to capital amongst other things - But all investments are cash heavy,emerging, exiting and seemingly progressive otherwise i doubt greg would have executed a personal order for 30m. or his wife- 30 million shares, or indeed his family trust with a further 30 million.,,,,Also Cazenove who may have a prestigious name , but very limited investable monies compared to the likes of Merrill Lynch or Goldman Sachs or HSBC,have bought a tad shy of 20 million last month as did BNY. ........Prop - Have you a position ? ,or merely adding a little levity to a board that takes itself too seriously at times ?? ....As for a quid by end of year- Quite eeringly you may be right !! ....Look at their accounts !...and cash flow and the talk of yet another acquisition ................a'bientot mon pote ///@+
pjstanton
- 23 Feb 2007 14:19
- 67 of 103
Looks like the next jump up point !!
What's the rumour on the street??
A quid by the end of the year, I fear not, but oh how I wish
Peter
aldwickk
- 23 Feb 2007 21:32
- 68 of 103
pjstanton
Boy in my class at school called John Stanton lived in Fulham, must be aged 61 now.
TheFrenchConnection
- 23 Feb 2007 23:27
- 69 of 103
Believe me Roly trading sentiment in this stock is quite amazing.. A few weeks ago volume went up twenty fold for a few days with inevitable rise in s/p . Fundementals speak for themselves ; but lest you like like a little simple chartism thrown in - The !0 and 50 day expotential moving averages crossed vertically at 15.75 level chasing the upper bollinger band So the froth in s/p is anything above 15.75 . Now today was the call for settlement on t +10 players yet very few sold their positions . i thought today would witness a few big sellers banking hansome profit but it seems everyone awaits results which word on da street has it that even the optimists will be pleased in a smug sorta way ..hehee ,,Now mms are short of stock after spending all week selling to punters @ 18 to 18.75 level . .only to be forced to rise the price today in order to attract sellers to satisfy another wave of buyersof which many were in the region of 50,000 to 400,000 . This company is reaching that point were its plain literal constant momentum of 23% rising progressively over 3 weeks will start hitting radars of most traders. This stock @ 20p has very little premium as it stands. Very little . A P/E ratio nearer 10 than 20. ,ample cash in the bank to make more aquisitions following its 75 million takeover of Schlegel . , lt has in Gall and Thompson something of a rarity and which i believe should remain a core asset. lt s portfolio is not only full of leading brand names such as KLAW with customers actually ordering as matter of choice .lt also contrubutes 4mg stg to the enlarged group. and on an annuaulized basis has been grown by 31% per annum ,,And they pay a dividend ,,,lol Can you believe it .? A progressive one at that . .Look into it . Having been in this stock since it was 3p during hi tec boom....and in and out about 30 times before that when it was @ 2p after reverse takeover in about 1998 to attain a listing on LSE on the cheap it has had a bizzarre history,,,But a very successful bizzarre history . Now with Greg "Tomkins" Hutchins as CEO and a very succesful management team accustomised to success everything now seems very normalized with the corporate image of a mimi conglomerate . And what with such diverse activities from making couplings and a range of products for the gas/oil sector. to making the cushioning to make airtight door frames and window frames. Also while remaining financiers to other co-orporate clients this company is heavily cash generative ,lt is in its infancy and what with the recent aquasitional size of Schlegel it is surely due a rerating ................................... As for its market dynamics/ mechanics .As results approach and volume increases l can only see its own momentum driving it on as lts chart suggests it almost ready to break out towards 30p and beyond. A m/c of 123 mlln stg is derisory considering assets. @+ J.