Aston Martin Lagonda Glo... Share Discussion Threads

[edmundshaw] 20/8/2012 08:01

Obviously an excellent H1. Bear in mind though that catastrophes have been few this year to date. The comparison with last year is striking...

[cwa1] 20/8/2012 07:09

Sounds reasonable on first glance:-



Charles Philipps, Chief Executive, commented as follows:
"This is a welcome return to profit and the strength of our underwriting result underlines the quality and diversity of our business. The improving trading environment is creating many opportunities for profitable growth, for which we have both the capital and the underwriting capability to take advantage."

[edmundshaw] 10/5/2012 16:01

Added a few after Beazley's IMS today. Cat activity has been benign (must be the weather, next door's moggie is usually yowling away around now). Bodes well for Amlin...

[wllmherk] 04/4/2012 19:10

other trades didn't go to plan so no harm done. Markets seem determined to fall for no apparent reason as far as I can see.

[edmundshaw] 04/4/2012 08:33

Ex div today, my error. Subtracting 2 days from the record date doesnt work over Easter! D'oh!!

In fact it should work whenever the following Thursday & Friday are not bank holidays - almost always...

[wllmherk] 27/3/2012 19:35

cheers Ed,

might buy back in before then if other trades go to plan and I can release some cash.

[wllmherk] 26/3/2012 22:27

When does this go ex div, can't find on website, some sources state 4th April 2012, others 8th April ?

thank you in advance

wllm

[edmundshaw] 07/3/2012 16:36

One director (NED) bought 10k directly on the market today.

[edmundshaw] 05/3/2012 09:56

ok, ok, chairman. You know what I meant. :)

[gj2] 05/3/2012 09:16

I believe the Chairman is to retire.

[effortless cool] 05/3/2012 09:13

New CEO? Does Charlie know?

[edmundshaw] 05/3/2012 08:50

The lower US exposure does balance my insurance portfolio better, so this looks a good hold to me.

[utsushi] 05/3/2012 08:05

Looks to me like the co has done well considering an exceptional catastrophe year, that is all behind, premiums can rise a bit, divi held, share price up with events, no real disequilibrum.

[charles oliver] 17/2/2012 19:23

Steady recovery on this one.

[l2user] 04/1/2012 12:37

David Kempton: my guide to 2012's best investment opportunities
CITYWIRE
Jan 04, 2012

[ptgint] 19/12/2011 11:55

Note the IC view this as a Sell which is understandable using their logic but I'm still happy to hold especially with the divi yield.

[rogerbridge] 25/11/2011 16:22

Bought in today for ISA.

[charles oliver] 17/10/2011 17:47

There was an upgrade on the sector, mainly of note that the investment strategy of Amlin has little to with equities and therefore in turbulent times unaffected by this part of their balance sheet. Also expecting the upside of rate rises now that Cat season is over and losses from the first quarter already known. Good divi yield.

[thamestrader] 13/10/2011 08:50

Dunno, but I wish it was happening today too.

[spob] 12/10/2011 11:16

whats going on here today ?

[m.t.glass] 24/8/2011 12:03

Testing July 2009 support level now