Impax Asian Share Discussion Threads

[samuelchristo] 13/2/2012 20:35

A new thread to mark the recovery of this decent looking company in 2012. Current NAV 100p vs share price 87p.

[mangal] 12/10/2011 13:24

Yes, the share price has some catching up to do.
I expect it will as most infrastructure funds tend to trade at or near NAV.

[peterbill] 12/10/2011 10:24

Well, a big change in the share price since the last post.

Seems to be well below the NAV ... 77p v 88p

[mangal] 08/1/2010 11:55

Yes, well respected managers. No wonder the shares have traded at or above the NAV since the IPO.

[don muang] 08/1/2010 11:32

yeep, Impax seem to get in to 'interesting' specialist funds ahead of the trend .... held some of their Environmental Markets shares for a few years some time ago that produced a tidy profit .... hope to do the same with this Asian one now ....

[backwoodsman] 08/1/2010 09:28

No, but I haven't much to say. I bought (very modestly) early in December so have benefited from the recent rise. My broker says Impax have a good reputation.

[don muang] 08/1/2010 08:50

Seems a reasonable long term investment (so far) .... subs are also rising quite nicely as well....

PS: Am I talking to myself on this thread?

[don muang] 12/12/2009 07:10

>Sleep? what's that?

unfortunately that applies to me as well .....

Await forthcoming months for this stock with interest .....

[mangal] 11/12/2009 23:38

Sleep? what's that?

[don muang] 11/12/2009 21:44

well, if NAV continues to go up at 2p a week then I'll be :-)

mangal .... you always seem to be busy posting on threads here .... do you ever sleep?

[mangal] 11/12/2009 20:16

Interesting to see that they have managed to issue almost 2m more shares soon after floatation, at a price above the IPO & above the NAV too. Looks like thare is pent up demand for the shares.

[don muang] 11/12/2009 19:38

Well, appears to be all buys today.
Interesting exponential graph .... long may it continue (upwards).
Subs also an interesting 'play' and starting to rise as well.

[mangal] 01/12/2009 17:33

Recently floated. One to tuck away for the long term.

Prospectus & Co details here: