Aston Martin Lagonda Glo... Share Discussion Threads

[mroalan] 27/10/2010 13:00

something afoot here,volume up on previous for the past five days.edit.or was that a sell of into 410 been there a few times.

[mroalan] 22/10/2010 17:30

chart looks good today.

[makingheaps] 19/10/2010 15:51

Bid talk amongst the Lloyds insurers. Doesn't seem to be affeting AML

[mroalan] 05/10/2010 18:43

if anything happens i,ll be in touch :-)

[makingheaps] 04/10/2010 17:55

Glad I'm not just talking to myself

[mroalan] 01/10/2010 13:02

there is life here,got in recently.

[makingheaps] 01/10/2010 13:00

The fall back to the £4 mark is driven I believe by the recent market news on claims, eg Lloyds half year result profit halved etc. However, NAV is always cited as the driver of an insurance stock and while AML's profits might be lower they will not make a loss. NAV will therefore rise and the ratio of share price to NAV at the moment looks a lot healthier than it did when the shares were 5% higher.

What we really need to cause a re-rating is a rise in interest rates and therefore investment returns

[makingheaps] 23/8/2010 11:54

Very pleasing rise in the interim dividend. Catastrophy losses this year will halt the slide in premium weakness. Overall claims to premiums ratio still industry leading. Investment returns competent. Remains one of my favourites despite short term weakness.

[2ngh] 03/5/2010 13:50

Afternoon all,

Looks like my March prediction came to fruition and I finally closed my short, possibly a little early though.

Would be looking for 350-360 now for an entry.

[makingheaps] 09/4/2010 14:17

Yes, unlike the two previous occasions after breaking below the 50 day ma it didn't track down to the 200 day ma. Last year between July and September it basically rose from £3 to £4. I wonder now if we will see a similar trend over the summer to £5. Certianly hope so.

[hadrock] 09/4/2010 08:49

Through £4 again and RSI looks good for a while - should see positive momentum now.

[makingheaps] 31/3/2010 12:37

We shouldn't lose sight of the fundamentals which are that premium rates will be flat or lower, investment returns will be difficult in the low interest rate environment and, given the benign claims scenario we have experienced for the last three years, sods law says there will be a few catastrophe losses this year.

None the less I see what you mean about the historic relationship between the 50ma and the 200ma. But look at the RSI. Is that not about to bottom out?

[2ngh] 27/3/2010 11:29

Now its fallen through the 50ma it will probably trend towards the 200ma.

Would be looking for an entry around the 370 mark, especially with the broader markets looking very toppy.

[makingheaps] 26/3/2010 16:07

Hmm back below £4, disappointing but look at the RSI chart above isn't that showing that an uptrand is about to kick off

[makingheaps] 22/3/2010 13:47

Hopefully the fact that ex div we have stabilised above the £4 mark indicates a higher trading range then we have seen in the last year or so

[spob] 17/3/2010 14:08

pound stronger today not helping

[makingheaps] 17/3/2010 13:52

Seems to have reacted worse than that particualrly given that the market is up today. Disappointing.

[spob] 17/3/2010 07:50

EX DIVIDEND 13.5p TODAY

EQUALS 411.3p AT YESTERDAYS CLOSE

[enabler] 10/3/2010 09:37

Will the new market capitalisation put this stock into the FTSE100 index, if yes when will this take place?

[makingheaps] 01/3/2010 19:55

Stunning results. Premium rating entirely justified. Yield 5%. Comments above re NAV still hold but some will no doubt claim that a NAV below £3 makes £4 a share expensive.

[spob] 01/3/2010 08:16

Also weak pound good for amlin going forward

[spob] 01/3/2010 07:49

eps 94p

consensus smashed

current pe 4.2

[makingheaps] 05/1/2010 17:06

We are on an upward trend again. I suspect we will be testing £4 again soon. Positive market sentiment is probably the main driver rather than anything specific to AML. I don't follow charts but would observe from above that the RSI hit a year low 30 twice in December and could rebound to a value of 70 if history is anything to go by. I also note that volumes are extraordinarily low. Perhaps half of those this time last year. Clearly the action isn't here which is borne out by the lack of comment on this board

[makingheaps] 17/11/2009 18:43

Positive write up in the Times this morning. Buy on weakness it says. PE and yield are good but multiple of NAV is well in excess of peers. Capital repayments may be in the pipeline. I think the fixation with valuing insurance companies based on their NAV is overdone and makes them exceptionally good value compared to other companies/sectors if you just lookat the future profits and cash to be generated as a method of valuation.