Aberdeen Asset Management Share Discussion Threads

[w.bramley] 13/11/2008 16:17

General market down UK & US, but ADN up - good, but wonder why?

[bmw30csl] 13/11/2008 08:52

actually scrub that - with Tosca owning so much this could go to a stupid level.

[bmw30csl] 12/11/2008 10:49

im a buyer in the 80's. You would think that everyone has worked out how badly hit their top line will be but then again you would think that people would have worked out that anglo was finished LBO!

[lbo] 04/11/2008 23:30

Should either party have an edge in reviving the stock market, history suggests it is the Democrats.

Since 1928, the S&P 500 climbed 9.3 percent in the 12 months after the Democratic Party captured the White House, based on the median change following the election of six Democrats from Franklin D. Roosevelt to Bill Clinton.

Only once did the benchmark for American equities decline, after Jimmy Carter's victory in 1976.

Among the six newly elected Republicans, five -- including Herbert Hoover, Richard Nixon and George W. Bush -- preceded stock-market declines, with a median retreat of 4.3 percent for the group, data compiled by Bloomberg show. The data excludes incumbents that won re-election.

Overall, the S&P 500 generated a median 62 percent advance from the time a Democrat is elected in November or elevated from the vice presidency until the next president is chosen. For Republicans, the gain is 28 percent.

[jonny flame] 29/10/2008 15:22

when Obama gets voted in as President next week the stocks around the globe will rally, which is why I have bought in and will hold into next week. We shall soon see whether this was a good decision.

[bmw30csl] 28/10/2008 20:05

Should be a good day tomorrow for this one!

[jonny flame] 28/10/2008 16:44

I should have bought in at mid day not the start of the day! Still back to where we started the day off come close.

[bmw30csl] 27/10/2008 18:50

Yeah i'm happy to hold off here too - see the indices heading lower when next round of consumer data comes out and bottoming in December on the back of it.

[hectorp] 27/10/2008 18:12

I suspect due to diversity of holdings eg Far East etc, the better
( outstanding!) plays very soon should be the pure Japan plays especially the small to mid caps. Glad I got out around 5 months back.

No, I do not expect them to do well short term. I suggest 20-30% downside is still very possible. After next spring? maybe then.

[lbo] 20/10/2008 14:45

I don't see this as a share to be very short anymore. Was some bid rumours last month in the press and now Mitsubishi taking a stake at 140p. It was also added to the FSA shares list that you can no longer short so I would expect a short squeeze at some stage as those Hedge funds that did aleady short may now look to close. It all depends on the wider markets direction but cant add to shorts anymore here!

[bmw30csl] 10/10/2008 17:14

Also the divi looks in danger?

[bmw30csl] 10/10/2008 16:48

i agree.

only thing is having worked for an asset manager I know how fleeting funds can be even if you outperform relatively etc.

You still have all your costs as none of them are really variable so no e.

Hasnt been hit as hard as Bluebay.

[its the oxman] 10/10/2008 15:01

may go lower but fantastic long term value down at this level - world can't totally fall apart (can it?) - back in for 88p

[bmw30csl] 10/10/2008 01:01

Wouldnt want to be a holder tomorrow. Very little interest here but when I feel the markets are bottoming I will be a buyer.

[bmw30csl] 02/10/2008 17:46

surely go lower with AUM going down due to markets and otflows?

[bmw30csl] 02/10/2008 17:46

surely go lower with outflows and fees based on AUM and perf fees harder to come by?

[its the oxman] 02/10/2008 12:19

just sold some c.136p

[finbarr] 02/10/2008 07:53

look at the rns!!

[tullynessle] 02/10/2008 07:51

Today, (2nd Oct), ADVF currently showing an early trade (7.30am) of 71,000,000 at 140P.

Any ideas as to what this means?

[piedro] 29/9/2008 13:21

The 5% div.yield is looking tempting

[its the oxman] 29/9/2008 13:02

bought more 111p

[piedro] 25/9/2008 15:07

Am I understanding the RNSs right ? ...

Short positions in ADN
23/09/08... Barclays Global Investment... 0.38%
23/09/08... Alpha Avantage Europe........ 0.31%
24/09/08... PanAgora Asset Management.... 0.29%
24/09/08... TT International............. 0.50%
24/09/08... AQR Capital Management....... 1.52%
........... TOTAL of share capital....... 3.00%

[its the oxman] 21/8/2008 20:50

bought in today 131p - plenty of upside from here give time

[piedro] 20/8/2008 09:43

bmw30csl,

Certainly not one for speed-freaks !!
They have weathered worst storms than this little hiccup.
If you had been in for the last 5 years you would have seen an appreciation of 36% p.a.