FoggyIsle.XYZ | Market's view on Lpa

The government has saved Alstom’s train factory by ordering 10 trains.
A stock watcher has purchased 50,000 shares in LPA, despite the company announcing a deferral of orders worth approximately £1.5 million to 2025, due to highly regulated broker pressures and the CEO’s dissatisfaction with one-sided contracts causing delays.
There is an inquiry about the value of the freehold properties owned by the company, confirmed to be £3.8 million.
Discussions around commercial contracts highlight issues with one-sided agreements that leave the company vulnerable to cash flow problems due to customer-imposed delays, with suggestions that the company should renegotiate terms to cover costs such as storage.
The CEO of LPA Group, Paul Curtis, purchased 10,000 shares, indicating confidence from within despite operational criticisms.
Concerns are raised about the nature of LPA’s contracts, with a stock watcher mentioning potential sales reductions extending into the following year.
Financially, LPA is described as strong due to little debt and ownership of freehold properties, but operationally it is considered not impressive, raising speculations about a potential sale by major shareholders.
Trading updates released at inopportune times have led to negative expectations and trading stop-outs for some investors.
Peter Gyllenhammar has increased his shareholding in LPA to 26.46%.
Following the exercise of share options, CEO Paul Curtis’s shareholding increases, reaffirming his vested interest in the company’s performance.
Forecasts suggest a turnover of £26 million for 2024 and £29 million for 2025.
Financial maneuvers involving £0.941 million in goodwill intangibles have possibly shifted the company from a loss to a projected profit.
The proposal of a 1p dividend might indicate the company’s confidence in its financial health.