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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
  -8.60 -2.01% 419.60 419.40 420.00 425.00 416.40 421.60 53,381 10:21:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 316.3 219.9 26.6 15.8 2,991

Ashmore Share Discussion Threads

Showing 201 to 223 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
15/6/2015
07:21
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
16:21
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
16:05
Pushing ahead steadily now. ALL IMO> DYOR. QP
quepassa
12/5/2015
07:22
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
13:10
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
14:20
Looking stronger. Odey may have lined themselves up for a bear squeeze on this one. ALL IMO. DYOR. QP
quepassa
07/5/2015
07:08
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
22:03
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
21:11
Odey , pretty sharp guy and nice but as you say he might have got this wrong.
philo124
01/5/2015
13:30
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
23:23
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
16/4/2015
21:01
ASHM is a long term hold and my view is that overtime, say the next 12-18 months the share price will recover to £4+.
philo124
16/4/2015
20:38
Let's hope so. But DYOR. What's your view and opinion please? QP
quepassa
16/4/2015
18:54
Hope ur right; in SIPP and Isa.
philo124
15/4/2015
08:55
Based on a thesis of greater future inflows of funds into emerging markets and a re-rating of existing markets due to overdone political concerns, my personal target is higher than the brokers. My personal guess is much nearer 400p+ within six months. ALL IMO. DYOR. QP
quepassa
14/4/2015
10:37
Broker notes and Recommendations today following the Trading Update:- - Cantor Fitzgerald Retains their BUY reco with an unchanged Target Price at 375p - Numis Retains their BUY reco with an INCREASED Target Price of 340p (332p) - JPM Caz Retains their Underweight reco but INCREASES their Target Price to 290p (280)p Cantors see 20% upside to share price. Numis see 10% upside. ALL IMO> DYOR. QP
quepassa
14/4/2015
08:54
Hold a rubber band between your two fingers and start pulling it back. When it has gone as far as it will go, one of two things happens. ALL IMO. DYOR. QP
quepassa
14/4/2015
08:31
The announcement overall seems positive in my view. The Trading Update gives a three month view of AUM. - Shame that there is no breakdown between Jan, Feb and March as it would be fascinating to see the split and trend over each of those three months. One can speculate that the AUM movements for January may look very different to March in certain sectors. It is noteworthy that there was no outflow in the equities category. This is what the CEO says in closing his outlook statement:- "In our experience, while flows tend to lag investment performance, the absolute and relative value opportunities across the range of Emerging Markets asset classes will increasingly be recognised by investors." Personally, that's what I think too. The recent markets for EM equities remain increasingly buoyant in my view. ALL IMO. DYOR. QP
quepassa
10/4/2015
12:29
Strong price increase this week. ALL IMO. DYOR. QP
quepassa
10/4/2015
11:15
This recent Motley Fool article from 30/3 is interesting: http://www.fool.co.uk/investing/2015/03/30/3-dividend-darlings-carrying-ftse-bashing-yields-national-grid-plc-british-american-tobacco-plc-and-ashmore-group-plc/ ALL IMO> DYOR. QP
quepassa
10/4/2015
11:02
This share has definitely lagged the recent pick-up in emerging markets. After getting knocked back heavily in the downturn last year and caught/tarnished with the Russo-Ukraine scares, it may now have some legs to it. Looking like a very interesting play perhaps. Good, reliable yield. The company Outlook talk about near-term gains. Russia has improved, Shanghai Index dramatic rise, Southern Europe strong gainer. All this perhaps indicates that risk money may soon again start looking for value in the Emerging Markets When others are fearful...... ALL IMO> DYOR. QP
quepassa
16/3/2015
14:32
Not currently invested here but thought holders might be interested:- http://mercuriusresearch.co.uk/2015/02/ashmore-em-weakness/
cwa1
16/3/2015
12:23
Ashmore: 66% Margins And £547m Net Cash - HTTP://maynardpaton.com/2015/03/11/ashmore-66-margins-and-547m-net-cash/
speedsgh
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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