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The pain of losing assets will have repercussions this year which will be some / all of further client losses, staff reductions by mgt, PMs leaving
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The pain of losing assets will have repercussions this year which will be some / all of further client losses, staff reductions by mgt, PMs leaving
Next had a positive earnings update yesterday, full price sales +5.7% vs previous guidance of +3.5%
Any thoughts in AI Agents effect on Eleco given the SaaS model ?
Approx 18% discount assuming $75. This is usually a floor.
Equity Dev obviously don’t understand how fund management works. Analysts always under estimate the loss of AUM, they never assume any loss of key
Another example is Magellan (Australian) where SJP pulled a large amount (15% of AUM) in Jan 22, share price fell from A$30 to 20, eventually
I worked at an asset manager who went from growth to a decade of losses and restructuring, it was very painful. Other examples are Jupiter and Abrdn.
Because the Uranium price is stuck. It’s a direct play 1:1 play unlike miners.
https://muddywatersresearch.com/research/elf/mw-is-short-elf/
Interesting ! How can see the licensing revenue has been brought forward ?
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