Aberdeen Asset Management Share Discussion Threads

[speedsgh] 18/8/2015 12:32

Buff - Is the divi sustainable in your opinion?

[buffetteer] 18/8/2015 11:28

All the negative press about China slowing down ,devaluation ,falling market as well as soon to rise US interest rates has smacked ADN hard .FT still commenting on how things will get worse before they improve in the far East as PE ratios are still 12x and have been as low as 8x.May be a rocky ride for a year or two but the massive divi should help cushion the blow until the tide turns.

[speedsgh] 18/8/2015 11:00

Any chartists able to suggest where next support level might be?

[exel] 14/8/2015 11:57

Great article from Martin Gilbert dated 8/8/15. I welcome this new thread as we now enter yet another new paradigm. Just look at the wider developments! (China Devaluation et al) since he wrote the above piece. I still believe his main thrust remains valid, but there will clearly be bumps as he and Aberdeen AM have found.

[undervaluedassets] 12/8/2015 08:33

Hmmm.

This is a well run company.

Still set to make humongous amounts of money this year.

They take 0.37% of assets under management (£300 billion in assets) is a large chunk of change.

Very cheap now - (not saying cannot get cheaper)- but very cheap now.

[molatovkid] 10/8/2015 16:47

Just followed director Richard Mully in today....this fall seems somewhat over-done to me.

Nice forecast dividend yield at these levels too.

www.tradingaces.co.uk

[essentialinvestor] 10/8/2015 13:37

My goodness this looks ugly, I am tempted but perhaps not feeling that brave,
fortune favours the brave?.

[loginname] 09/8/2015 09:41

There is a powerful consensus that emerging economies will continue to outperform the developed world for the next 35 years...

[cwa1] 07/8/2015 08:19

Morning All

FWIW, I joined you all for a small nibble here this morning too-as a medium term, probably, investment.

Good fortune to all holders.

[speedsgh] 07/8/2015 07:45

Dipped a toe in yesterday...

[zcaprd7] 06/8/2015 23:57

Yes. Anyone going for it?

[rathlindri] 06/8/2015 09:08

about to be tested

[zcaprd7] 05/8/2015 00:36

350 pretty crucial support here I guess. Had a nibble...

[tradesmarter] 02/8/2015 21:54

free stock charts from uk.advfn.com

[blobby] 29/7/2015 15:01

JakNife, I'm in good company then. Thanks for the post.

[blobby] 29/7/2015 13:39

I've bought a few of these today. Undervalued by the market (I hope) and good prospects going forward to return value to shareholders.

[rathlindri] 24/7/2015 17:57

a depressing week!

[undervaluedassets] 24/7/2015 14:06

Well the buy back has begun in earnest 1% of shares outstanding bought back for cancellation yesterday.

[salpara111] 23/7/2015 15:50

Looking at 350 for an entry point.

[wirralowl] 23/7/2015 10:53

Thanks for sharing, undervalued, reassuring at least...

[undervaluedassets] 23/7/2015 09:37

Well not great update today - emerging markets have come off. And as that is alot of what ADN sells. . .well you get the picture. .

But Emerging markets have swung from very expensive to extremely cheap now . .

meanwhile this remains a hugely profitable and cash generative company.

I was on the conference call and the intention is is to maintain a progressive divi policy.I also learnt ADN now have more than £1 billion in cash (75p per share) so this is eminently doable.

[fabius1] 09/7/2015 15:22

Interesting. Well, EPS executive fudging aside and the 'look how we have improved the profit per share with your capital folks' routine, I suppose one could take the view that they are taking advantage of cheap money to finance capital growth. At least, I am sure that's what they would say. Nice divi though. Oh, but wait a minute...

[makinbuks] 07/7/2015 14:42

Why would you announce a share buy back of £100m then issue no voting prefs for the same value? Is it smoke and mirrors to make EPS look better?