Ashmore Share Discussion Threads

[contrarian2investor] 07/8/2007 14:50

ncp3

are you still on board?

I've been trying to evaulate this stock and the recent freefall is bit concerning. Are they exposed to any of the sub-prime fallout.

All comments and feedback will be appreciated.

c2i

[its the oxman] 27/7/2007 14:46

probably a bad idea but a small top up today c.223p

[liquidkid] 17/7/2007 09:21

Just to clarify the figures,
"AUM went from $29.2 to 31.6bn with net subscriptions totalling US$2.3bn across its investment themes" and 100mn from asset appreciation - thats a QoQ return of 0.34%
pretty pretty low. As long as people keep chucking money at them they'll headline like they are growing but that underlying performance has to turn around as soon as.

[its the oxman] 17/7/2007 08:12

too early, but aum still growing nicely

[its the oxman] 20/6/2007 16:08

bought back in today - 285p

[its the oxman] 12/6/2007 14:31

sold out a while back c.320p - gettingtempted to buy back now nearly through 280p

[its the oxman] 18/4/2007 08:37

there we go - positive trading update 310p now and more to come

[its the oxman] 16/4/2007 21:46

feels like clear break through 300p is not far away now

[its the oxman] 22/3/2007 08:13

touching 300p today

[its the oxman] 05/3/2007 13:22

well bought in today c.252p - i see evg now forecasting 19.1p eps for 2008 and 7.9p div

[its the oxman] 27/2/2007 08:47

comments on results?

[marlonbrando] 15/2/2007 09:30

Stock had significantly high trading volume yesterday, with some very large transactions. I suspect this stock is being accumulated by the institutions. AQP has had something of a similar rise to this stock, rising 50% this year alone. I've taken my profits on AQP, but have had to add to my holdings on ASHM. All signs are that there is substantially more upside to this stock.

[marlonbrando] 14/2/2007 12:19

Interims due on the 27th Feb. Anticipaition is high and high growth expectation for this stock is a mouth watering prospect. Almost 50% rise in 3 months and its only just off the starting blocks. Much much more expected. Jim's pedigree is unchallenged by any commentator.

[hectorp] 16/1/2007 09:32

So not a lot of upside left in 2007 considering that the company 'product' is emerging markets debt.
But Jim Pettigrew seems the sort of manager to surprise. A good manager can be worth 20% more than is 'expected' from a company taken in 'general'.
I'm not a buyer yet, but on close watch.

[ncp3] 13/1/2007 11:51

11.01.2007 (251.75) Investors locked in profits following the release of the firm's trading statement which prompted Goldman Sachs to raise its target price to 294 pence from 286, and to reiterate its 'buy' rating, dealers said. Earlier, the specialist emerging markets asset manager said trading across its investment themes continues to be in line with its expectations and added it "remains confident" of its prospects for the current financial year. Goldman Sachs said the trading statement is broadly neutral in terms of its earnings projection. However, it thought the higher asset levels are likely to lead to an increase in management fees, partially offset by lower performance fees in 2007. It considers this revenue mix shift supportive of the valuation, given the higher multiples ascribed to management fees versus performance fees.

As ever, please DYOR!

[6lucky] 06/1/2007 21:38

thanks ncp3
very interesting article
even more bullish now
have decided to tuck away for my retirement

[6lucky] 04/1/2007 13:34

got in today for 2007 share holding for the rest of year
can see doubling easily
buy @ 2.49999p per share
BIG SAVING OF .0001P FROM REAL TIME

[ncp3] 31/12/2006 17:32

296 pence per share by the end of January, IMHO !

[hectorp] 29/12/2006 19:02

Well its reached G-S's estimated buy till value .. what next?

[ncp3] 21/12/2006 21:19

Nice tick up today!

[gorilla36] 08/12/2006 11:03

This looks like an excellent company for 2007. Any thoughts?

[gorilla36] 08/12/2006 11:03

Well lets get the ball rolling. I'm in for 2000 at £2.45