Aston Martin Lagonda Glo... Share Discussion Threads

[eastbourne1982] 08/3/2005 18:26

Agree however there there was little growth, the dividend/cash return aspect is the key positive point, I took profits today from £1.42p feeling that a drift down is on the cards. Will buy again if it reaches around the £1.40p level.

Any thoughts?

[303hound] 08/3/2005 18:14

splendid results ... well done aml

[theberg] 16/2/2005 11:56

James,

AML Results are out Tuesday 8th March ie in roughly 14 trading days time:-

Amlin Plc

Subject: Amlin plc - 2004 Annual Results - Analysts' Meeting

-----------------

PRELIMINARY RESULTS FOR THE YEAR ENDED 31 DECEMBER 2004 - DATE CHANGE

Amlin plc, the leading Lloyd's insurer, will now be announcing its annual
results for the year ended 31 December 2004 on Tuesday 8 March 2005 (previously
Thursday 10 March).

Other financial calendar dates for 2005 remain unchanged. The Annual General
Meeting is to be held on Wednesday 18 May and the interim results announced on
Monday 5 September.

The analysts' meeting will be held on Tuesday 8 March at Amlin's head office,
10th Floor, St Helen's, 1 Undershaft, London, EC3A 8ND. Coffee will be served at
9.45am for a prompt 10.00am start. Please register to attend by e-mailing
[e-mail] or by telephoning 020 7746 1074.

If you would prefer to take part in the conference call and/or webcast, please
let us know and we will provide 'dial-in' details nearer the time. Details of
the webcast arrangements will also be posted on Amlin's website at www.amlin.com
by no later than 7 days before the meeting.

[james93] 10/2/2005 15:45

What's with these 100 share buys all day long ?

Regards

JW.

[303hound] 01/2/2005 18:06

aml seems suprisingly volatile with very low turnover...results in march should improve the situation

[brandon] 01/2/2005 14:25

This stock seems to have broken out of its trading range and could go higher if it holds its gains today. Anyone in agreement.

[303hound] 21/1/2005 18:22

do we have to wait for finals 9th march?...in between fluctuations may give other opportunities though I thhink they ought to be worth quite a bit more

[brandon] 21/1/2005 09:57

Anyone know what is happening with this stock? Just keeps bouncing around.
Any thoughts would be appreciated.

[303hound] 04/1/2005 17:52

finals 9/3/05 you might be wise to wait, shall certainly top up at 140

[eastbourne1982] 02/1/2005 18:49

Very much got my eye on these, looking to buy around £1.40p if that support holds with a 3-6 week target of £1.55p, I will just have to wait and see what develops over the next few days. Also another interesting element, look at previous rise at the start of the year for AML over the last couple of years. Current price £1.415p.

[its serene moreton] 21/11/2004 20:46

ITS TIME TO START VOTING! HTD POSTER OF THE YEAR 2004. CATEGORY: 'MOST ENTERTAINING POSTER OF 2004' THE POLL WILL BE OPEN FOR 48 HOURS. THE HIGHEST SCORING 3 WILL GO THROUGH TO THE GRAND FINAL IN DECEMBER.

[303hound] 19/11/2004 18:22

I have always found insurance calculations totally incomprehensible, however I bought a few because aml made profits which it didn't mind paying out as dividends...so many directors seem to think they are running a welfare state for themselves and employees with no concern for the poor shareholders...in facr if more british coy directors paid out more in dividends the share prices would rise which would be very helpful in reducing deficits on pension funds and incidently lift the moral of poor shareholders like me.

[dov] 18/11/2004 21:42

Paddyfool sorry not sure the point youre making

[paddyfool] 18/11/2004 21:33

You need to ask yourself how come the 2002 and 2003 estimates so conveniently off set this years hurricane losses.

[ursus] 18/11/2004 18:25

hmm - maybe the rumour that RSA is in play should be a rumour that AML is in play.

[ursus] 15/11/2004 17:30

strong synd forecasts today - improvements in 2002 and 2003 estimates to offset this yr's hurricane losses (which only reduce the 2004 profit, in all probability). i suspect many of the other ilv's will find similar reserves to release....

[303hound] 07/9/2004 18:05

how refreshing to find a company where the managers having produced very successful results remember shareholders with a decent dividend and a firm promise for the future...so rare in these days of "buybacks" which to my mind are pure theory...what is needed is a return to decent dividends much of which will then be used to buy more shares and put LSE back to real prosperity...AML directors think their shares are worth much more and so do I...many congratulations Amlin Directors

[gardenboy] 05/9/2004 19:57

Despite hurricane fears AML is a buy according to today's Sunday Telegraph.

[sharedoc] 02/9/2004 09:00

results are next week, Am I missing something or is this a bargin at these prices ?

[little beaker] 01/6/2004 21:24

Moody's rating upgrade 27/5/2004

Amlin plc, the leading Lloyd's insurer, today welcomed Moody's decision to upgrade its financial strength rating on Amlin's Syndicate 2001 from A2 to A1.

Moody's today said that the upgrade reflects the significant outperformance by Syndicate 2001 for the 2000 and 2001 years of account, the very positive and improving earnings outlook from the 2002 year of account, and the significant improvement in the financial profile of Amlin. Moody's also said that it expects the syndicate, with its sound management controls, will continue to deliver above-average performance over the underwriting cycle.

Charles Philipps, CEO, commented "We are delighted with the rating upgrade. Amlin has gone from strength to strength over recent years and the A1 rating recognises this as well as reinforcing our strong credentials from a client perspective".

[douglas999] 20/3/2004 01:54

Little Beaker,

Very much agree with your sentiment...I would be concerned if AML were to look beyond its core llyods operations for expansion/diversification in other insurance markets.

AML is doing a very good job in markets it understands and can produce good returns in. There is no point in spending our well earned money in ventures that contain unquantifiable risks.... I would rather they returned the money to ourselves or invested it themselves as they have been successfully doing over the past couple of years in various financial assets.

AML is currently trading on a very undemanding rating, PE of ~8, whilst growing sales/profits/investment income. There are few stocks as good value in the entire market that have flat or declining earnings let alone AML's growth profile!

Obviously there are risks involved. Premiums may be peaking, recent terror attacks focus thinking on the terrible situation that faced insurers post 9/11, and (IMHO) the outlook for investment returns in equities and bonds (exception: index linked bonds and commodities) looks uncertain.

Despite these issues I am confident in AML. Warren Buffett recognises the value and benefits of insurance companies. Berkshire H. is essentially an insurance company. I would imagine WB would not be adverse to investing in AML at its current valuation.

[little beaker] 19/3/2004 10:45

1 LONDON, March 17 - Moody's Investors Service (Moody's) today placed the A2 (positive outlook) insurance financial strength rating (IFSR) on Lloyd's syndicate 2001- Amlin Underwriting Ltd- on review for possible upgrade.

The rating review follows the recent announcement of syndicate 2001's result for the 2001 year of account and 2002 and 2003 account forecasts, as well as the announcement of the year end 2003 results of Amlin plc (LSE: AML.L - news) (Amlin). Moody's said that the rating review reflects syndicate 2001's significantly above average profitable result (1.1% of capacity) for the 2001 year of account, despite a very significant WTC loss (12%), and the very positive and improving earnings outlook for the 2002 and 2003 years of account, for which respective profits of 17% and 12.5% are currently forecast.

The rating agency also said that the financial profile of Amlin, syndicate 2001's sole capital provider from 2004, has improved significantly, Amlin recording a profit before tax for 2003 of GBP120 million (2002: GBP55 million) and increased shareholders' equity of GBP383 million (2002: GBP307 million). Furthermore, syndicate 2001's WTC loss estimate continues to remain relatively stable and its level of reinsurance recoverables, whilst still significant, is reducing. Moody's also noted the improving financial fundamentals of Lloyd's, for which the rating agency is forecasting significant profits for the 2002-2004 years of account, and, from whose affiliation with, syndicate 2001 derives structural and operational benefits. Moody's said that its review will focus on syndicate 2001's earnings potential in the current upturn and over the underwriting cycle, considering the potential volatility within the book of business, Amlin's strategy for managing a future downturn, and its catastrophe management. The rating agency also said that it will focus on syndicate 2001's capital position and Amlin's gearing strategy, WTC loss estimate, and reinsurance recoverables.