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Share Name Share Symbol Market Type Share ISIN Share Description
Assetco Plc LSE:ASTO London Ordinary Share GB00BQ2K3557 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 75.00 74.00 76.00 75.00 75.00 75.00 34 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 0.4 16.1 180.6 0.4 11

Assetco Share Discussion Threads

Showing 2501 to 2524 of 2525 messages
Chat Pages: 101  100  99  98  97  96  95  94  93  92  91  90  Older
DateSubjectAuthorDiscuss
17/1/2023
20:02
Undervalued
tommygriff
17/1/2023
14:12
What's behind today's rise ?
privileged
23/12/2022
10:37
Divi received and reinvested
tommygriff
06/12/2022
13:04
Steaming along nicely this week.
First proper turbulence should be around the 100p level.
😉

jurgenklopp
30/11/2022
21:29
Hello, interesting activity here all of a sudden..,
microscope
30/11/2022
09:03
1.3p goes xd on Friday for payment on 23 December.

A very bright start this morning too !!

jurgenklopp
26/11/2022
18:55
Divi announced for December! Well undervalued by the market this
tommygriff
10/11/2022
23:44
This has been missed with the market rise recently. Their funds must be performing this month and their fees as a result plus the possible parmenion deal and all the buying of shares. Want to see this at £1 by year end !
privileged
27/10/2022
13:36
Maybe something to do with conflicting interest like the belowhttps://www.ftadviser.com/investments/2022/10/10/martin-gilbert-asked-to-step-down-from-abrdn-fund-boards/
tommygriff
27/10/2022
13:35
Strange one with Martin Gilbert being chairman both here and there
tommygriff
27/10/2022
09:28
Hmmm tosca selling. Normally rate them , wonder why, any ideas ??
privileged
25/10/2022
13:10
Another very large trade again today, but signs that a big overhang has gone in recent days.I'm basically investing in special situations at the moment, and/or companies with powerful balance sheets, given market and macro uncertainty. In my mind this ticks both boxes.
microscope
14/10/2022
10:54
Good question!!
privileged
14/10/2022
10:54
Where are they buying all the shares from?
monet
14/10/2022
08:37
Another very chunky director buy.Lots of buying from the 70s down to 60 now. Looks a real steal here.All trades today marked as sells on advfn but are actually buys
privileged
13/10/2022
07:30
Along with the change of brokerage, that was quite some volume yesterday. I look forward eagerly to discovering who traded what, though I had expected a 7am RNS, particularly as the new broker would not want to be botching buyback news after what happened last week
microscope
03/10/2022
18:53
Bought a small stake today.

Market cap of about 100 million and following acquisitions since last results, an estimated cashpile of about 35 million. An interesting portfolio of assets (12 billion - B not a typo! - assets under management),and SKY recently suggested that their 30pc stake in Parmenion has attracted interest valuing it at 300-400 million....

If you look at the chart, (as regulars will know), note they had a share split of 10 for 1, so from 750p to 75p .

Martin Gilbert doesn't take prisoners, a recent purchase was cut from 2.8 million to 1.1 million. But he did say that they were looking at other bolt-on acquisitions.

They're buying back up to 10pc of the company's shares - about 15 million shares, announced last week, which in current climate should provide support for the shares if the whole market capitulates.

Finally, two recent Director buys in August and September of 470,000 and 140,000 shares, both above the current ASTO shareprice, are not small beer at 70p+ each..

microscope
30/9/2022
16:31
Buyback might well support the price, anything that does that in this market has to be a bonus.

Clearly they think they're undervalued, (probably right even though hard to assess fair value) and any corporate actions could see a further boost.

In a thinly traded stock too, there might be life in this, though my caveat would be that they could be preparing the ground for taking the company private.

Does anyone have a view on how market turmoil and govt policy might impact their business?

An afterthought is that they have identified a seller in need of funds and a buyback was a good way to assist, but I'm confident that's unlikely, and particularly not near 10pc.

It's a wealthy sector, holders hardly likely to be desperate!

microscope
12/9/2022
07:16
If interested please see AssetCo write-up here: www.upsidedownsidecapital.com/p/assetco-plc-downside-protected-significant

I think it's attractive at this point, with significant potential upside, and the downside quite well protected. The possible Parmenion transaction as reported by Sky (link in write-up) could really help to highlight the value.

alan00
11/9/2022
12:08
This may be of interest to ASTO shareholders.

hxxps://news.sky.com/story/parmenion-owners-prepare-400m-sale-in-fresh-blow-to-abrdn-12692238

arthur_lame_stocks
24/8/2022
12:31
Market cap of £100m cash position of £60m?
tommygriff
20/8/2022
11:08
I think the high shareprice in May/June '21 was sizzle, not the sausage.

I too sold out, not on the top mind as I could not rationalise the valuation. My sale looked wrong soon after however it looks good now.

Chris Mills, via one of his funds, has recently bought into Palace Capital. A bit late in my humble opinion.

Peter Gylenhammer got in much cheaper, however there is still possibly a reasonable upside.

konradpuss
20/8/2022
10:46
https://citywire.co.uk/funds-insider/news/numis-initiates-coverage-of-assetco-with-buy-rating/What a different a year made!
thaiger
29/6/2022
15:29
I must admit to being a bit confused on Christopher Mills re. Assetco. He is a fantastic investor that's for sure. I wasn't sure the valuation is silly and that's why I sold out. Maybe I have missed the skilled lens of the master!

What confused me was mentioning £90m for Parmenion Capital Partners LLP.... seemed a bit odd as they only own 30% purchased for £22m less than a year ago! That would mean the Assetco stake is worth like £30m not £90m. Anyone any thoughts?

topvest
Chat Pages: 101  100  99  98  97  96  95  94  93  92  91  90  Older
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