Impax Asset Management Share Discussion Threads

[thompsonminor] 02/12/2021 11:14

Excellent results today. share price continues to be thwarted by stubborn resistance at 1400. All moving averages now showing uptrend, so I'm continuing to hold.

[topvest] 02/12/2021 10:03

Fantastic results. My best ever share having bought at an average price of less than 50p. Only area of the business that needs moving forward is the private assets segment. Given their reputation, they could do with acquiring a specialised team to get this part of the business into the £billions as well. Otherwise, what a fantastic performance by Ian Simms and the team.

[edmonda] 02/12/2021 08:14

Sure do - wow! as Chair says an ‘excellent year’ with huge growth @ImpaxAM : AUM +84%, PBT +174%, adj EPS 33.9p, FY div 17p.

To see CEO and CFO present at 3pm TODAY, simply register here:

[yogi] 02/12/2021 08:01

Results make very pleasant reading!!

[edmonda] 26/11/2021 14:49

FY results will be out next Thursday 2nd Dec , and all investors can attend a presentation that day given by CEO & Founder, Ian Simm with CFO, Charlie Ridge.

The webinar starts at 3pm and you must register to join, by simply clicking here:

[yogi] 15/11/2021 09:49

And on it goes! Cop 26 seemed to have a slightly delayed result but once the October AUM was released really taken off!!

[sloppyjoe2] 12/11/2021 17:40

What a great day!

[yogi] 12/11/2021 13:42

Looks like the break out option is going to win!! Happy days for holders..

[yogi] 11/11/2021 12:06

Bit of buying today driving it towards previous high - will it break through or back down ....

[yogi] 05/11/2021 16:14

Agree that is a good result for October.

[trinka9] 05/11/2021 07:21

Total funds under management £38.9 billion at 31/10/21.An increase of £1.7 billion since end September.Super performance during a difficult month for stockmarkets

[the white house] 07/10/2021 12:49

May ease myself back in, was there a drop MoM and is this explainable?

[edmonda] 07/10/2021 12:16

After todays report from IPX of excellent 84% growth in AUM to £37.2bn at FY end 30 Sept, new research out from Equity Development with Fair Value rising to 1300p/share from 1205p.
Free access to read that full note here:

[growthpotential] 02/10/2021 16:00

Yeh so surely these should be at 1300

[edmonda] 07/9/2021 16:51

Both last 2 comments are correct - another strong showing in August, and ED analyst pointing out that £38bn is already well past Sept y/e forecast......with another month to go.

IPX usually release more detail in October , so new note out from ED says their numbers will be reviewed then. And that Impax will 'almost certainly exceed our existing year-end forecasts of revenue (£134m), adjusted operating profit (£45m), and net cash (£54m) by some margin'

Full note accessible here , with audio summary :

[yogi] 07/9/2021 10:49

AUM £38 Bn end of August - more good progress!

[trinka9] 07/9/2021 07:55

38billion under management at the end of August?! Wow

[jombaston] 09/8/2021 13:10

ED are forecasting a £34.5 AUM figure for Sep y/e so unless there is a fall in the markets this will have to be upgraded. Might end up 10% higher at this rate.

[melody9999] 08/8/2021 21:17

AUM end July £35,708M Jun £34,447M. Another great month - over +3.5% increase.

Then I read in the header that (in 2006?) AUM at £500M and share price 22p
So 70X increase in AUM - 70X share price would be 1540p

Anyway this a great company and a fantastic long term hold. GLAH

[swiss paul] 08/8/2021 14:23

Will back up the positives on the webinar - it was very good and informative.

What competition?

[sharesoc] 20/7/2021 10:44

In case you missed our webinar with Impax Asset Management the recording and stockopedia report can be found here:
To access the recording, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/
Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the recording (and recordings/reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/

[the white house] 13/7/2021 11:59

510k share overhang, sold...Chocks away

[topvest] 07/7/2021 15:15

Yes, superb. This is now my best stock ever held and officially a 25 bagger!

[the white house] 07/7/2021 09:53

Another marvellous month, up 1.8bn AUMHugeStrong update Relentless

[sharesoc] 29/6/2021 21:27

We are hosting a webinar with Impax Asset Management on Thursday which may be of interest to current shareholders and potential investors: