Aston Martin Lagonda Glo... Share Discussion Threads

[enami] 02/3/2009 08:38

Results seem to be well accepted, being one of the few gainers on the FTSE100 this morning.
Dividend up.

[jimboy99] 28/1/2009 17:09

Cheers Redm1re, happy with 3.72 , they have all bounced back well - see PRU, agree tho - scary sector to be long in

[redm1re] 22/1/2009 19:52

Keep getting tempted to join you Jimboy. Nervous about wider market at present but this one seems to shrug all that off. Looks like a great company but waiting for the right time.

Good luck

[jimboy11] 20/1/2009 14:43

ah, was wrong , long @3.72

[jimboy11] 20/1/2009 10:06

surprised by the lack of chat on this one, been looking for a good entry point but seem to have missed it for the time being, £4 not far off

[glenwood] 06/1/2009 19:22

AML was showing weakness up until 2nd Jan no news, no sector lift - no reason.
10Mln vol. sell Acc/Dist will confirm just before xmas around 375. Daily - Acc/Dist remaining 'Flat' sloping slightly lower even on an up trend. Wkly shows steady accumulation though. Maybe cash is flowing into Lloyds Syn Gps, seen as safe, after Banks, Autos and Berni's shafting! 402 is favoured next but I'd like to know why.

[enami] 05/1/2009 12:37

Top gainer on the FTSE100 so far today, recovered all the drop since entry.
Can's see any reason why apart from bouncing off 50MA support.

Div yield quite good, results due 2 March

[contrarian trader] 10/12/2008 10:52

going like the clappers at the moment. have these been promoted to the FTSE 100??

[bonzo1] 09/12/2008 13:35

Top Director Sells

Amlin (AML)
Director name: Mr Charles E L Philipps
Amount sold: 87,265 @ 368.20p
Value: £321,310

surprised by the strength - may sell as well and take profits.

[contrarian trader] 09/12/2008 12:06

Moving up nicely today from a negative position.

Hopefully a ftse 100 position will really get a rocket behind it.

[contrarian trader] 09/12/2008 10:45

Surely these are a good bet for promotion to the FTSE 100.

Recent broker note as a BUY recommendation...

Amlin PLC

FORECASTS 2008 2009


Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)


Shore Capital
01-12-08 BUY 297.00 49.40 16.00 228.00 37.90 17.00

[spob] 02/12/2008 10:04

from ft alphaville

Amlin may bid for Chaucer



NH:
told someone is stalking Chaucer, the Lloyds insurer
NH:
one name that has been mentioned is Amlin

[spob] 14/11/2008 20:15

11:59 and 16:53 ?

what's the difference

[enami] 14/11/2008 18:07

First time I have seen this as a FTSE100 entry candidate.
Next FTSE review 10 December



Lots of director selling today, some normal sales and some exercise/sale of share options

[spob] 12/11/2008 12:28

something going on here ?

i don't know what it is, but i can smell something

[solomonthewise] 22/9/2008 20:10

SOLID BUSINESS MODEL AND GIVEN ADVANTAGEOUS MARKET CONDITIONS (IMPOSSIBLE TO PREDICT IN PRESENT CLIMATE........DYOR ETC) FUTURE PROSPECTS STILL APPEAR STRONG (IMHO). ADVANCE FROM CURRENT PRICE COULD POSSIBLY SEE GRADUAL,LUCRATIVE,RELEASE OF 'TREASURY SHARE STOCK' ..............ALTHOUGH AT PRICES PAID, USEFUL FOR ACQUISITION PURPOSES.

[spob] 20/9/2008 10:35

From the Guardian.......

Meanwhile, analysts at KBC Peel Hunt have suggested a few possible additions to the famous list.

They said: "We note that not on this list are the following stocks: Amlin, Cattles, Close Brothers, Hansard, Hiscox, Hardy Intermediate Capital, and Paragon. We expect the management of these companies to ask the FSA to be included in the scope of this regulation. We see a good case and investors should close their shorts on all these stocks as a precaution."

[spob] 20/9/2008 10:32

Why Amlin not on the " Alistair in Wonderland " shorting list ?

Seems odd given highway and brit are on it ?

[spob] 17/9/2008 17:42

AIG relief

[solomonthewise] 17/9/2008 11:32

The bounce-back today against the prevailing lemming-like self-destructive implosion in the marketplace is a very welcome sign......posssibly indicative of strong interest out there.......at the very least, recognition of a well-run company with both a sound management and financial structure (IMHO and for the sake of due dilligence, DYOR).

[spob] 28/3/2008 17:19

Mr holt sells shares due to cap gain tax rule changes.

Thats perfectly fine, as long as he buys them back again after 30 days.

I will be watching Mr Holt :)

[alansmith23] 17/3/2008 09:08

bought in here on this mornings dip, might have been a bit premature but what a nice balance sheet. Throw in bid possibilities, pe about 4, decent divi and other good stuff and it can't go wrong?

Can it? (cue index crash to 4500 :-(( )

[spob] 28/2/2008 14:32

Presentation

[spob] 28/2/2008 12:08

Courtesy of FT Alphaville

Numis note


Profits comfortably ahead of repeatedly upgraded forecasts.
�� Headline figs: Reported EPS of 66.3p is ahead of our recently upgraded forecast of 60.7p.
PBT was £445m (Nse £365m) with the outperformance driven by an FX gain of £15m, larger
prior year profits and lower catastrophe costs. The full year dividend is 15p (excluding the 25p
B share issue already completed). NTA was 206p (NSe 196p). There is no special dividend.
�� Underwriting: The combined ratio of 63% represents an exceptional result (2006 72%).
underwriting earnings contributed £355m, of which prior year profits were £109m (NSe £90m).
Identifiable catastrophe losses were around £31m compared to £60m in our model.
�� Investments: Investment earnings were £157m (NSe £165m) with an impressive portfolio
return of 6.6% (2006 4.8%).
�� Growth plans: There is no further news on the group's expansion plans in UK commercial
property insurance, but the group reiterates its belief that this area is likely to turn from the
current competitive conditions and provide a source of future growth.
�� Forecasts: We see scope to raise our 2008 (and possibly 2009) EPS for the possibility of
larger prior year reserve releases. The group has increased its estimated margin of carried
reserves over actuarial best estimate from £150m to £200m.
�� Numis view: We are surprised there is no special dividend given the level profit
outperformance, but the group has signalled an intention undertake share buy backs. We are
likely to raise our TP to reflect the EPS and NTA beat, but expect to maintain a HOLD rating.