Aston Martin Lagonda Glo... Share Discussion Threads

[spob] 02/8/2011 20:34

they couldn't pick a worse day to issue a PW


sorry to those holding

thankfully i was not

[edmundshaw] 02/8/2011 16:44

Still holding :(

Luckily, only a smallish buy. I like to hedge my bets with smaller insurance cos, and this hit is more than covered by gains elsewhere; perhaps I need to get some reinsurance though... but from where?? :).

Hopefully given their track record, this will be recovered in a year or two. But like you, not thinking of adding quite yet.

[wllmherk] 02/8/2011 15:47

If your still holding I suspect your regretting your decision. What a fall today. Ive traded this stock a few times and always liked it was looking to get back in sub 400p, but, will hang on for now.

[edmundshaw] 18/7/2011 11:06

Quiet thread. I've taken a stake here, as I like the sector.

The presentation on 7th was very good imo. James Illingworth was very useful for me in his explanations of Amlin's methodology.

[mroalan] 08/4/2011 17:26

appears something afoot,very large volume these past two days.

[ursus] 23/3/2011 08:07

munich re announcement?

[wllmherk] 17/3/2011 10:54

why the big spike up anyone ?

hope it continues

[wllmherk] 11/3/2011 10:27

that said,

the claims from this will be huge and could wipe out profits for a while. As long as they keep paying the dividend I m not too bothered.

[wllmherk] 11/3/2011 10:26

never thought about it like that JTM

[justthemoney] 11/3/2011 09:52

Time to buy more. Insurance premiums will only go up after claims, so more earnings in the future.

[wllmherk] 11/3/2011 09:06

bought in here end of last week and it had been rising nicely since. Pity about earthquake in Japan. Anyone know Amlins exposure to that region ?

[mroalan] 03/3/2011 10:16

appears not!!

[aspex] 23/2/2011 08:17

The new NZ earthquake has even greater implications for insurers than the 2010 one.
The price should reflect this with a drop
All IMHO

[nellie1973] 18/1/2011 13:17

Broker upgrade

[mroalan] 17/1/2011 18:41

still in,but have fallen asleep now and again.

[makingheaps] 17/1/2011 18:36

I agree with you in terms of underwriting profits and the track record of returning capital to shareholders is excellent. Definite pick of the bunch in my view

[charles oliver] 15/1/2011 10:29

Been a holder of these for a long time, not sure why the drop recently. Bez probably more of an acquisition target than this one so more short term trading opportunity, Amlin however imo is the best business of the bunch of Lloyds business.

[bench2] 12/1/2011 15:01

Back to a buying level at 380p? Lloyds vehicles acting poorly vs the mkt despite being pregnant with final divs . Mkt senses more bad news from pre close Tr St's , with AML in firing line with poss Aust flood losses on top of NZ earthquake . However on a 5yr view sector looks cheap with good yields and asset protection . Weak U$ and low bond yields a problem . Any views . Shall I recycle the BRIT cash back into the sector when it arrives? Quite like BEZ at 115p...6%+ yield.

[makingheaps] 22/11/2010 10:16

Slide is down to the mixed trading statement. Relative to NAV however this is the cheapest AML has been for some time. Toppped up today.

[mroalan] 13/11/2010 12:48

apparantly not.

[gj2] 02/11/2010 18:19

Good evening, ones self. Happy that life is returning to AML again.

[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