Share Name Share Symbol Market Type Share ISIN Share Description
Impax Asset Man LSE:IPX London Ordinary Share GB0004905260 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.47% 106.875p 105.75p 108.00p 106.875p 106.375p 106.375p 273,936 14:38:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 21.1 5.2 3.6 29.5 136.53

Impax Asset Man Share Discussion Threads

Showing 326 to 350 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
18/8/2017
08:35
Also tipped in ic. It's starting to raise its profile. All helps the share price . R2
robsy2
17/8/2017
18:31
I see IPX featured as 1 of 5 "Summer Sizzlers" (strong momentum plays) in this week's Shares mag.
crazycoops
08/8/2017
11:53
So looks like we're up to £6.9bn AUM as of today. Nicely positioned to still hit £8bn by December.
dan hol
11/7/2017
17:57
Absolutely. Hopefully its already in the pipeline!
dan hol
10/7/2017
12:42
Yes, Impax seem to have stepped up a level in the last 12 months. A good time to list another of their strategies through a closed-end structure?
topvest
10/7/2017
09:19
So true. Not least when you consider equivalent Q3 last year was £112m.
dan hol
10/7/2017
08:20
£831M of inflows in a quarter. Very impressive!
topvest
07/6/2017
10:29
Indeed. Ive been gradually increasing my stake since 2007. A wonderfully run (as well as structured) company and should have some very exciting years ahead of it. One of AIM's best kept secrets!
dan hol
06/6/2017
21:53
Wow - I checked yesterday. Good opportunity then today. Missed it, but then again I've bought this company more times than any other and mostly in the 50s. Onwards and upwards.
topvest
06/6/2017
20:24
I would'nt hang around too long gentlemen - they've just added another £500m AUM for May....
dan hol
06/6/2017
10:32
Tempted to add more, but I think I will wait a little.
topvest
06/6/2017
09:26
Someone taking a profit. Should bounce at 89p or so in my view, but lets see.
topvest
05/6/2017
20:02
Bit of a surprising move today. Oh well, i'm sure it will bounce back again. Long term trend is UP.
topvest
05/6/2017
10:59
Heh heh ,very droll. You/ we should be ok if we take a 5 year view.... R2
robsy2
05/6/2017
10:11
Please accept my apologies for causing the share price to tank today; I bought in first thing this morning. My short term timing is always atrocious.
firtashia
13/5/2017
15:38
I bought this 5 times in 2016 mostly in the 40s. Its my top share and I'm not tempted to sell any at this time. It seems very well placed for a world of increased focus on sustainable and ethical investments. Fantastic growth record over many years.
topvest
12/5/2017
18:59
Thanks for that Martinthebrave. Picking up on your point about relative valuations, I have just compared IPX with a peer group of FTSE 350 asset managers and yes, IPX at 1.93 is the lowest rated of the 10 I checked. As you say JUP is on 5, the average of the 10 I checked was 2.66, so JUP seems high , the highest of the 10. others lowly rated are SDR at 2.22,EMG at 2.32 and MGR at 2.38. So, right now we are 27% below the average rating. Operationally ,I would think IPX is a relatively low cost provider because they have a narrow focus,a very limited product range, some extensive and simple distn deals in place, not too many people or offices and heavy incentivisation expenses have largely been dealt with already,so all in all, things are looking good here. There may be a lot more to come here over the next 5 years or so. R2
robsy2
12/5/2017
14:35
Graham Neary commenting on yesterdays Half Year results for Stockopedia. He is pretty positive - Impax Asset Management (LON:IPX) Share price: 93p (+2%) No. shares: 128m Market cap: £119m Half-year Report This report came out yesterday but a reader asked me to comment and since I follow the asset management industry, I thought I'd see if I could come up with a few words on it. Having a listen to the company's webinar on the results, it's a simple proposition: investment focused on resource efficiency and solving environmental problems. 30 investment professionals manage £6 billion in AuM from offices in London, Hong Kong, New York and Oregon. Food safety, air pollution and clean water are some of the big challenges and themes which the company works on. Momentum in AuM is fantastic at the moment, reporting six consecutive quarters of inflows and the following H1 movement: 59159a80191a1IPX_20170512.PNG Scrolling down to the income statement, I see that operating costs reduced to 77% of revenue for the period, compared to 83% in the comparable period in 2016. There is inevitably going to be profit-sharing with employees when you have a people business such as an asset management company, and variable staff compensation will usually rise with revenues, but you should still benefit from operating leverage as an investor and that reduction in % costs is the sort of thing to look for. Interim dividend increases 40% to 0.7p from 0.5p, and is covered three times. Balance sheet is fine, no debt and healthy cash reserves of £13 million (of which £6 million is a necessary "risk buffer", i.e. regulatory capital plus buffer). My opinion Sounds interesting, with the CEO talking about the capacity for £10 billion in AuM without the need for any new products. The current market cap is just 2% of AuM, which strikes me as rather low. Depending on their fee margins, many active asset managers trade at higher levels than that - for example, Jupiter Fund Management (LON:JUP) is currently trading at 5% of AuM. Of course, it's possible that Jupiter Fund Management (LON:JUP) is overvalued too, but I'd be inclined to think it's more likely that Impax shares are still too cheap, despite how much they've already risen.
martinthebrave
26/4/2017
10:57
We will be hosting an interim results webinar for Impax Asset Management Group. Ian Simm, Chief Executive, and Charlie Ridge, Chief Financial Officer, will give a presentation lasting approximately 30 mins and there will then be an opportunity for Q&A. If you would like to join please register now at: https://attendee.gotowebinar.com/register/1334872369563743233 After registering, you will receive a confirmation email containing information about joining the webinar. If you would like to submit any questions for management ahead of the webinar please send them to ben.ferguson@equitydevelopment.co.uk
edmonda
10/4/2017
10:10
Great news today. Time to accelerate their other strategies, given that listed equity is doing so well.
topvest
22/3/2017
08:13
Long may it continue a nice steady Eddie type share. Another share similar to this imo is SWL
acamas
22/3/2017
00:13
I'm looking at this stock, like everything I've seen so far, but I can only find one analyst report from Peel Hunt in January with a buy recommendation. Target price 76p. Albeit 2 months later that has now been reached. With such a growing AUM, pretty (damn) good annual results, I'm struggling to get company news from elsewhere other than their website, even a basic google search is rather scant. I only noticed it on google finance when looking at one of my other holdings IPX popped up with a 5% increase in a day. How is this all slipping under the radar?
bighairyspider
08/3/2017
21:14
AGM presentation httP://www.impaxam.com/sites/default/files/AGM%20deck%20WEB_0.pdf Makes good reading..
rhomboid
08/3/2017
21:07
AUM are flying...next stop 6BN
topvest
08/3/2017
17:01
GBP£5.5bn US$6.8bn Assets under management and advice as at 28 February 2017. R2
robsy2
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
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