Impax Asset Management Share Discussion Threads

[dan hol] 08/8/2018 09:47

theyve just announced 600m increase in AUM for July. A record increase. Only muppets would lose the faith now, never mind the St James Place story.

[jamielein] 08/8/2018 08:42

Not sure. It did seem to get a little ahead of itself, though it’s fallen back more than I expected.

[davr0s] 08/8/2018 08:38

Where have all the buyers gone?

[unwize] 05/8/2018 08:44

Lucky I don't mind paying for a good service, I invest/trade for a living. IG alerts are unfortunately based on their bid offer spread quotes rather than the actual live trade prices.

[davr0s] 02/8/2018 17:40

I've got JPJ too but agree it's too extended to be buying atm

[unwize] 02/8/2018 12:40

Davros, agree there haven't been a lot of good entry points in the last 2/3 months, but there have been a few, some have worked and some have stopped me out. Another stock that formed a large base and looks good value(like IPX did back in May-Sept) is JPJ, I bought on 21.06 as it broke through 890. Wouldn't buy it now but I might add if it puts in another base.

I share I missed due to a very late alert was CREO.

[deltrotter] 01/8/2018 21:13

Tx davros.

[davr0s] 01/8/2018 21:09

I'm in CCFS mentioned earlier too. I'm a systematic full trader now (seen the light! and worked through the maths). There aren't many good UK trenders atm that aren't already extended so it's been a bit quiet. Recent entries have been few and far between, but have entered YCA, AXS, CREO in last few weeks

[unwize] 01/8/2018 10:02

Does anyone on this board use a reliable stock price alert system? I have missed a great trade opportunity yesterday because a ADVFN price alert that should have triggered yesterday at 3:30pm didn't arrive until 8:24am.

It's annoying because I have been waiting for several months for a buy point.

[deltrotter] 01/8/2018 07:59

Tx unwize. Will check that out.

[unwize] 01/8/2018 07:32

If anyone is interested in another Minervini style stock CCFS has put in a large base since beginning of Feb. I bought when it broke out above 330 on 13th June. Concensus forecast EPS growth of 25% (43.5p). The 2018 FWD P/E is 7.8.

P.S I think its hilarious one of the most profitable Shares in the past twelve months has a board with 310 posts.

[deltrotter] 31/7/2018 20:36

TX davros. What else are you holding

[topvest] 31/7/2018 19:42

The chart hits all 8 criteria of Mark Minervinis stage 2 template checklist. Very encouraging.

[davr0s] 31/7/2018 17:59

Yep I've got all those too!

[deltrotter] 31/7/2018 09:33

Wonderful chart - OT, any pointers to others like it? I have CTP and TXP

[topvest] 28/7/2018 07:13

Only a very minor trim. Still my best share. Just a risk management trade.

[davr0s] 27/7/2018 21:32

I've been adding - topslicing lowers overall expectancy. Only positions I trim are my losers

[topvest] 27/7/2018 19:42

I have top sliced 1/12th of my holding today for a 5-fold gain. Will do the next small top-slice at £3.

[edmonda] 06/7/2018 07:54

Machine shows no sign of slowing: trend for inflows continues as their Q3 update on AUM shows it at a record £11.8bn, up an impressive 7% over last quarter.
CEO also reports ' a healthy pipeline of new business' reflecting investor interest in a more sustainable economy.

Last research at:

[topvest] 01/7/2018 16:57

Think they will stay independent until Ian Simms retires / wants to finish. Think we are 5-10 years off that. I agree that there is scope to get to £20-30 billion of AUM at some point.

[luckymouse] 01/7/2018 11:31

"Wotton believes Impax has the scope to more than double its assets under management over time. But it’s also reasonable to assume it may become a takeover target itself in the long run. Something similar to Liontrust’s acquisition of Alliance Trust’s sustainability mandates."

[topvest] 25/6/2018 19:49

A quiet board is always a very positive sign in my view!