Aston Martin Lagonda Glo... Share Discussion Threads

[chrissh] 17/1/2003 08:49

Apparently Altium has increased its target price on Amlin from 125p to 192p as stated in the Daily Mail. Numis has also issued a glowing reference to all Lloyds Underwriters. Todays Mail if anyone is interested...

[hodginsjkp] 16/1/2003 12:39

Up again in a down market.
I'm glad that I'm on board!

[gardenboy] 16/1/2003 05:12

AML - 52week high!

[hodginsjkp] 11/1/2003 00:25

Still moving up

[captain swing] 15/12/2002 22:30

Oh don't mind Ash, he puts his nonsense on all the ILV threads. Attention seeking, poor chap.

I was in these for a while -- I won't give entry or exit prices, too embarrassing. It seems one of the steadier ones, hey what I do know. Currently in HSX.

[peto] 15/12/2002 22:20

Share just tipped in last issue Moneyweek.
Concerned that Mr (Mr??!) Ashley James is ramping this 'un though, his record on CMR a wee while back doesn't inspire confidence.

[hodginsjkp] 12/12/2002 12:27

Good looking chart with significant upside continuing breakout support!!!!!

[mr ashley james] 09/12/2002 08:23

CAT,

Robbie should like this up 3.50p

Cheers

Ash

[mr ashley james] 02/12/2002 07:54

CAT,

Up 1p so far.

Cheers

Ash

[cat] 26/11/2002 10:03

look stonking

[mr ashley james] 26/11/2002 00:06

Pyman,

Amlin Plc AML up nicely today 4p or 4.10%
Wellington Underwriting Plc WUN up 2p or 2.10%

It seems ABN Amro Hoare Govett are having a good day.

Best regards

Ashley

[king rat] 17/9/2002 16:51

pyman,

"... how long will current conditions be maintained?" That's the million dollar question. Everyone will have a different view, and their views will vary across business classes.

My view is that motor has peaked and the market will do well to increase premiums to match claim inflation in 2003. I don't expect rates to drop significantly, however, because the composites have better things to do with their capital than use it to fund a price war.

In the London market, the more commoditised parts of the business, such as property XL treaties, may already have peaked. Massive amounts of capital went into Bermuda last year and is now competing for a share of this business, which will drive prices down.

It is different for Lloyd's traditional, hard to place, specialist business. I expect rates to continue to increase significantly in these sectors, particularly for the casualty classes.

Overall, I expect the hard market to continue through to 2004, before we see a distinct downturn. Lessons have been learnt in recent years, however, and I anticipate that vastly improved underwriting controls will prevent recurrence of the depths seen in trough of the last cycle.

Regards.

King Rat

[pyman] 17/9/2002 16:30

Thanks King Rat-another question if I may-are the LV's enjoying such good markets largely because the capacity that normally arrives after good premium hikes has this time not materialsied? is this because the composites are all in a mess and can't write new business? I suppose i'm wanting to know how long will current conditions be maintained.

[pav 1] 16/9/2002 10:15

What is up with this stock big trades going through this morning.

[king rat] 15/9/2002 08:01

Less value in KIN, worse management and underwriting in WUN. I think GOS beats all three on value and prospects, however.

Regards.

King Rat

[pyman] 15/9/2002 07:55

would you be a buyer at this late stage? results look very good and prospects too. Is there better value in KIN or WUN?

[martin jones] 12/9/2002 07:49

AMLIN plc


INTERIM RESULTS FOR THE SIX MONTHS TO 30 JUNE 2002


HIGHLIGHTS

* #30 million improvement in profit from a pre-tax loss of #12.6 million
to a profit of #18.2 million
* #123 million of equity finance raised
* Improvement in combined ratio from 105% to 101%
* Gross premium written increased by 30%, from #355.8 million to #461.1
million
* 11 September losses in line with those previously announced
* Dividend resumed at 0.75p per share
* Successful capacity offer gives Amlin 100% ownership of its business
* Syndicate 2001 able to write up to #1.1 billion (net of brokerage) for
2003
* FTSE 250 Index entry on 23 September 2002


Looks pretty good and no wonder that this share has been rising steadily this year against the market.

[chicken] 23/8/2002 07:58

Ash do u hold these? results out today look pretty good?

[mr ashley james] 23/8/2002 00:26

RNS Number:2774A
Amlin PLC
22 August 2002


FOR IMMEDIATE RELEASE



AMLIN PLC ("Amlin")

RESULTS OF EXTRAORDINARY GENERAL MEETING ("EGM")


All of the resolutions proposed at Amlin's EGM on 21 August 2002 were duly
approved by shareholders.


A copy of the resolutions are available at the Document Disclosure Team, UK
Listing Authority, 25 The North Collonade, Canary Wharf, London, E14 5HS.


22 August 2002


Enquiries:


Jeanette Clarke 020 7746 1051

Deputy Secretary

Amlin plc


This information is provided by RNS
The company news service from the London Stock Exchange

END

REGBKBKDKBKDAFB

[mr ashley james] 30/7/2002 14:33

Ratty,

AML now up 2p

It is a start, I want to see these ILVs fly!

Cheers

Ash

[mr ashley james] 17/7/2002 17:44

King Rat,

Was your buy stance from NUMIS connected with Prudential clearing all their stock?

RNS Number:7351Y
Amlin PLC
17 July 2002



For immediate release on 17 July 2002


Amlin plc ("Amlin")


Notification of shareholding in company


Amlin announces that it has been notified by Prudential plc, in accordance with
Part VI of the Companies Act, that neither Prudential plc nor any of its
subsidiary companies any longer has a notifiable interest in the share capital
of Amlin. The previous notified interest of Prudential plc had been over
11,184,745 ordinary shares (3.01% of Amlin's shares in issue).


Enquiries:


Charles Pender Tel: [phone]
Company Secretary


ENDS

This information is provided by RNS
The company news service from the London Stock Exchange

[mr ashley james] 09/7/2002 08:47

Ratty,

I hope you are still long ILVs AML just starting to move up 0.50p

Best regards

Ashley

[mr ashley james] 04/7/2002 08:17

Ratty,

AML down 0.25p, why when HSX is up 4p?