Aston Martin Lagonda Glo... Share Discussion Threads

[redips2] 03/9/2015 09:40

Ex divi today .

[speedsgh] 02/9/2015 14:59

Hold Amlin while it navigates the low rate environment -

"... A rise in the interim dividend to 8.4p yesterday was a statement of intent from the firm that it can successfully stand alone, using its plum position in the Lloyd’s market to tap into the growing need for specialist insurance. It’s a solid plan to benefit from global economic growth – one that, despite Amlin’s wishes, probably makes it even more of a catch for potential bidders."

[edmundshaw] 25/8/2015 16:01

So-so but a good yield. Obviously while rates are still falling there is no underlying trend supporting the Lloyds insurers, but price seems ok. Added to a small position on the drop.

[speedsgh] 25/8/2015 13:23

I thought results were 'so so' but still difficult environment for them

[deadly] 25/8/2015 13:15

Solid results yesterday got lost among the panic.

* Return on net tangible assets of 8.7% (H1 2014: 9.5%),
17.4% annualised

* Gross written premium has increased by 6.2% to
GBP2,007.6 million (H1 2014: GBP1,891.2 million)

* Interim dividend increased 3.7% to 8.4 pence per
share (H1 2014: 8.1 pence per share)

[eeza] 22/6/2015 20:25

Don't be filthy.

[harleymaxwell] 22/6/2015 19:38

Can see them being taken out

[sirhedgealot] 22/6/2015 16:35

Probably worth going into at lows..

[harleymaxwell] 18/6/2015 08:22

Anyone seen the ubs report....

[redips2] 17/6/2015 08:54

Little bit harsh.......poor baby seal !

[eeza] 17/6/2015 08:08

Clubbed like a baby seal.

[harleymaxwell] 10/6/2015 21:13

Another insurance merger today hcc and Tokyo - these lloyds syndicates must be up for grabs

[yewtrees] 10/6/2015 14:46

Formula E - Amlin-Aguri team 7th and 8th in Moscow at the weekend.

Next race, London, 27-28 June.

[eeza] 22/5/2015 12:37

As I said yesterday he couldn't have used the words 'decrease' or 'reduction' anymore if he'd tried.
Read like a profit warning.


520p by COB - without a doubt.

[speedsgh] 22/5/2015 11:54

Amlin investment return more than halves -

Amlin said it has had a good start to 2015 with limited loss activity and what the company called “an excellent investment return” ahead of expectations at 1.7%, with average funds under management of £4.4bn.

But profits were down to £258.7m from £325.7m and investment income down from £160.4m to £118.5m against the first quarter of 2014, when the return was 3.6%.

Charles Philipps, chief executive, pointed out that equity markets were particularly strong in the first quarter of 2014 and that the group’s investment performance in the first quarter of 2015 was “a highly creditable result against a challenging economic background.”

In its quarterly management statement, the group said bonds returned 0.9% in this period, zero-duration bonds 1.0%, cash and cash equivalents 0.1%, equities 5.7% and property 2.5%.

The asset allocation (based on allocations to sub-advisors) at 31 March 2015 was 21% bonds, 50% zero-duration bonds, 5% cash and cash equivalents, 17% equities and 7% property.

The average duration of the portfolios at the end of March was 0.4 years. Towards the end of April, the equity weighting was reduced to 16%, with the proceeds invested predominantly in zero-duration bonds.

The outlook for global economic growth is supportive for equities and property, noted Amlin, but investment return accumulation is expected to be more muted for the rest of the year with volatility picking up as the US Federal Reserve starts to raise rates from current historically low levels.

[eeza] 21/5/2015 08:47

Nothing wrong with Amlin - I'm invested.

[rcturner2] 21/5/2015 08:44

Anyone trying to predict share prices (especially over the short term) is a fool.

Now back to my question, why don't you like Amlin?

[eeza] 21/5/2015 08:38

520p by end of week.

Lol !!!!!!

[shammytime] 21/5/2015 08:09

Ignore eeza, he obviously has a gripe with the company.

Solid set of numbers and nice to see a broker upgrade on the back of them:

*Numis Upgrades Amlin To Add From Hold, Keeps Price Target At 535p

[benchmark] 21/5/2015 08:05

Amlin upgraded by Numis Securities from Hold to Add

[rcturner2] 21/5/2015 07:57

eeza, Amlin is a pretty boring insurance outfit that plods along delivering a steady return to its shareholders, why have you taken against it?

Over the years it has been a great investment for me, as was Catlin (major bonus when it got taken out).

[eeza] 21/5/2015 07:54

Perhaps could have tried to use the words 'decrease' and 're+duction' a little more.

[eeza] 20/5/2015 08:54

& -40p to 520p.

Maybe he meant 420p.