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Share Name Share Symbol Market Type Share ISIN Share Description
Ashmore Group Plc LSE:ASHM London Ordinary Share GB00B132NW22 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -7.20 -1.65% 428.80 428.80 429.20 437.00 428.80 436.00 914,473 16:29:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 338.0 221.5 27.4 15.7 3,056

Ashmore Share Discussion Threads

Showing 201 to 222 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
08/9/2015
07:25
Most impressively they didnt cut the dividend and in fact increased it....shares now yielding around 6.5% which should hopefully put a floor under the price.
nav_mike
08/9/2015
06:55
Decent statement.
philo124
04/9/2015
17:18
Thanks chaps, I'm aware that this is a crowded trade. I feel that the Management was over-confident about the return of smart money into emerging debt. They did not buy shares following their statement of guarded confidence. Outflow out of emerging debt funds has been relentless in the last 6 weeks. Naturally, a) some of Ashmore funds are close-end / discretionary portfolios which alleviates some of the risk for shrinking AUM and b) the share is quoted in £ yet the business generates $-revenues - which should alleviate the impact of the weak local-currency debt markets, but I still think that there is a downside risk to revenues. Sadly, I don't have the time nor the insight of a broker to find out wether their funds outperform their respective indices / peers. Ashmore launched a Chinese equity fund at the end of June.
alphahunter
03/9/2015
14:48
Do your own homework. Odey has been making a LOT of mistakes this year on shorts and has lost much on several shorts. Sometimes a Big Short can work dramatically in your favour if you are long, when the share price rises. ALL IMO> DYOR. QP
quepassa
03/9/2015
14:38
Odey short position stands at 6.55% on 1 Sept 2015. This is massive. Be careful if one is planning to buy this share.
hjs
03/9/2015
01:26
Stock down from 255p to 244p in an otherwise up market. Still a good short I think.
alphahunter
24/8/2015
17:58
Emerging market debt whether in LC or $ is taking a hit. Will volume follow?
alphahunter
02/7/2015
07:39
Aye i can see that, was wondering about broker updates etc... Edit - only one i can see today is Numis cutting from Add to Hold
nav_mike
02/7/2015
07:17
Thats a nasty mark down to start the day when market is generally calm Any news out there?
nav_mike
01/7/2015
22:28
Thx a lot.
philo124
01/7/2015
16:15
Last post refers. Further reduction by ODEY of its short position on Ashmore on 29th June by another 0.19% down from 5.86% to 5.69% ALL IMO> DYOR. QP
quepassa
15/6/2015
06:21
IMPORTANT NEWS. ODEY - the largest declared short position holder on Ashmore Group- has continued reducing its short position according to today's FCA declarable positions. As at 24/2/15 Odey had a short position of 6.45% -On 7/5/15 it was reduced to 6.25% -on 9/6/15 it was further reduced to 6.15% and...... -Last week on 10/6/15, Odey's short had further been reduced to 5.86% Three reductions in the space of just over a month at a time when the share price has been on an uptrend. This looks like the emergence of a pattern to me. That is interesting. If this pattern of reducing their short position continues, it will certainly drive demand for the shares and may or may not lead to a bear-squeeze. ALL IMO. DYOR. QP
quepassa
21/5/2015
15:21
Good top up at 260p. I had nearly given up on this but my broker has met Mark Coombes and really rates him.
philo124
21/5/2015
15:05
Pushing ahead steadily now. ALL IMO> DYOR. QP
quepassa
12/5/2015
06:22
THERE SHE BLOWS!! ODEY's Big Short on Ashmore. Reading today's FCA short positions disclosure, it is shown that ODEY has reduced its position on Ashmore. On 7th. May, Odey reduced its position by 0.20% from 6.45% to 6.25%. With a surging Ashmore share price over the last few days, now up to 320p+, and in particular since the c. 250p lows of February, one cannot perhaps - in my opinion only- rule out the possibility that Odey may further wish to reduce this position. Earlier posts refer. After Odey's recent embarrassment on their Aussie dollar position which badly went against them, this relatively gigantic short on Ashmore Group may or may not be at the forefront of their minds. Do the math for yourself. Ashmore Group have a market cap of some £2.3billion. Odey have a whopping residual 6.25% short, according to public-domain info from the FCA short disclosures to-day. - That is in my view, one hell of a position. Putting that to one side, Emerging Market jitters are subsiding perhaps at the moment. Wow!I personally would not like to be sitting on such a massive position at this point in time on Ashmore. Good luck, Odey. I think you'll need it. ALL IMO. DYOR. QP
quepassa
11/5/2015
12:10
Now strengthening by the day. The 5%+ dividend is a major factor, cannot be ignored and underpins the current share price. ALL IMO. DYOR. QP
quepassa
08/5/2015
13:20
Looking stronger. Odey may have lined themselves up for a bear squeeze on this one. ALL IMO. DYOR. QP
quepassa
07/5/2015
06:08
Re ODEY. Today's FT page 22. "Odey's short on Australian dollar costs it dearly" Odey's flagship hedge fund slumped 19.3% last month. I haven't researched which Odey fund holds the big Ashmore short, but having lost a bundle on their Aussie dollar short, I guess that Odey must be reviewing all short positions actively - and perhaps not without some anxiety. ALL IMO> DYOR. QP
quepassa
01/5/2015
21:03
Odey have, out of interest, started to capitulate on a different and significant short position on TalkTalk which is not going their way. They don't always get it right. ALL IMO> DYOR. QP.
quepassa
01/5/2015
20:11
Odey , pretty sharp guy and nice but as you say he might have got this wrong.
philo124
01/5/2015
12:30
Interesting. Odey's significant short position is beginning to go against them significantly in my view. Odey Asset Management increased their large short position in Ashmore to c. 5% in December 2014. - Then steadily further to a whopping 6.45% by 24th. February this year. Since then nothing. The incremental short of approx. 1.5% between December and February will, according to my calculations, be significantly under water by now. And indeed some of the earlier shorts may also be being tested. ( If I find time, I will do a full analysis of the approx. cost of the shorts over time ). Is this another short position which Odey have hung onto for too long? Personally, I see this share going up. I think Odey are sitting on a deteriorating short position. The thesis of an emerging markets crash may prove incorrect. It appears to me that many, many EM economies will benefit enormously from the massive recent falls in oil and commodities prices which will stimulate them. This will perhaps more than off-set those which suffer marginally. ALL IMO. DYOR. QP
quepassa
18/4/2015
22:23
Share Buy Backs to support the share price when the s^^^t starts hitting the emerging market debt fan. Good play on US tightening, but already heavily shorted. Debt vol + Short/Squeeze vol = trading stock. my tworupees
alphahunter
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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