Share Name Share Symbol Market Type Share ISIN Share Description
Impax Asset Management Group Plc 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
  1.50 0.58% 259.00 253.00 265.00 0.00 0.00 - 136,570 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 65.7 14.6 9.0 28.8 338

Impax Asset Management Share Discussion Threads

Showing 551 to 575 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
11/10/2019
08:17
Boom. hxxps://www.institutionalassetmanager.co.uk/2019/10/10/279430/formuepleje-selects-impax-manage-better-world-global-opportunities-fund
dan hol
08/10/2019
17:28
Yes, another nice update. Good to see the US business had positive flows in the final quarter as well.
topvest
08/10/2019
13:23
Expect the figure of 10 EPS to be wildly too low . Ended last year with 12.5£bn AUM which produced adjusted 12.4p EPS . (Adjustments for the one off acquisition costs and amortisation of acquired intangibles seem very reasonable )Ending the year with 15£bn AUM , seems reasonable to expect a 20 % increase in revenue and at least the same in EPS, possibly with some modest operational gearing . So expecting this to be on a historic PE of
nchanning
08/10/2019
12:45
Some pertinent questions raised - and after today's update of 20% growth in AUM over last year, research note just published by Equity Development covering the potential for further strong revenue growth and benefits of considerable ESG experience. Click here for free access to note: https://www.equitydevelopment.co.uk/edreader/?ltkn=16fab2f9df49c1ec3c4222c871e49bf5rlPS7Q9N&d=%3D%3DQN0YjM
edmonda
08/10/2019
12:03
So,AUM is up 20% year on year, good progress but of course the rating is pretty high already. With EPS at around 10p for the year to 30.09.19 we are now on a PER of 25 ish. I imagine they will need to keep growing assets by 20% plus a year to keep that rating. I am still fairly bullish long term but at the end of the day it is a fund management company and rated more or less twice as highly as REC and CLIG, my two other holdings in the money management space. For me it's a HOLD at best. I want to invest in the sustainable economy and also am happy about the PAX investment in the women funds etc (I don't know the correct terms but totally believe in gender equality). It's a good place to be long-term and it's been so easy to catch the trends here using IPX and of course it's been mighty good to date, but, maybe the challenge now is the valuation and the dilemma of finding better alternatives to IPX. Any suggestions welcome.
robsy2
13/9/2019
21:39
Love these to sell off sharply so I can pick em up
edwardt
09/9/2019
08:17
only 212m down on August - pretty good given what a dismal market it was generally - imagine this means there was actually some net inflows on the month. Be nice to end the financial year with going past 15bn at the end of sept. Onwards.
dan hol
29/8/2019
14:14
that is not inflow but thanks anyway.
edwardt
14/8/2019
21:58
They announce AUM on their web-site every month.
topvest
14/8/2019
21:15
Where did you get July inflow number from please?
edwardt
08/8/2019
12:30
Indeed. The trend is our friend here. Pretty faultless so far. R2
robsy2
08/8/2019
12:14
Yes, very positive again. Think 2019 and 2020 will probably see a bit of share price consolidation. Medium term looks very bright though - just think about the profitability when and if AUM get to £30 billion.
topvest
08/8/2019
11:32
Another 348m AUM announced today for july, taking us to just under 15bn. Pretty impressive and continues momentum from previous month. Imagine August will be a tough month to make any incremental increases given general market conditions, but we shall see....
dan hol
01/8/2019
20:58
Yes, I’m still more than happy to hold. Prospects look excellent.
topvest
01/8/2019
14:17
Don't think there are any downgrades - tho' maybe Peel Hunt switched from buy to hold a couple of weeks back. From what i can make out the slight fall in price is down to one big forced (presumably) seller whose been drip feeding a constant stream of algo/automated sales over the last 10 days. Fundamentals remain fantastic (did anyone catch carney on C4 news last night?) and this slight sell-off is just a wonderful buying opportunity. Well that's what im doing anyway.
dan hol
01/8/2019
12:19
Who has downgraded?
edwardt
31/7/2019
10:52
Can anybody explain the broker downgrades while AUM continues to grow rapidly ?
nchanning
26/7/2019
15:05
schroders just bought an impact investing firm as they said it is a mega trend.
edwardt
08/7/2019
16:58
Yes, it’s all looking very positive. When they eventually sort out Pax in the US, the business will be flying. Always at the mercy of the markets, but medium to long term, it’s very well positioned.
topvest
08/7/2019
08:57
AUM up £900m in a month to 14.53bn. Go IPX
dan hol
05/7/2019
16:42
Thanks for that . This continues to look good. I bought a few more this morning. R2
robsy2
05/7/2019
16:16
Investors can watch for themselves : the shares have been strong in recent years as its focus on a more sustainable economy has attracted significant inflows. Ian Simm, Founder and Ceo, in a detailed interview (26 mins)at ED discusses both recent results and prospects here: https://www.equitydevelopment.co.uk/webinars/?d=1937%3Ckn=[ID]
edmonda
11/6/2019
17:59
Robsy2 gives a good summary above. Results were fine and slow PAX AUM was more due to a hit on all US equity mutual funds at end '18 than anything to do with their funds performance (which was fine). So in a great space , with a strong 20 year record: what's not to like? Updated research and forecasts out today from Equity Development, free access here: https://www.equitydevelopment.co.uk/edreader/?ltkn=ce1280cfe79892d920d2744ea8065263OikhsMfl&d=%3D%3DAN5UjM
edmonda
06/6/2019
15:31
May AUM £13.6BN vs. £13.7BN in April.
topvest
05/6/2019
08:45
Interim results out. Excellent growth on Impax side of the business. Pax still a bit disappointing, but does mean they won't have to pay out the contingent consideration which has given them a £2.2m benefit. It will be interesting to see what the May AUM look like. H1 was impacted by a very difficult q1 and a much stronger q2. H2 should be much stronger with higher average AUM. Looks like a bit of a pull back today, as nothing much to get too excited about. 4.5p full year dividend projection is nice though and is a 10% yield on my original cost. Useful presentation here hxxps://www.impaxam.com/sites/default/files/Impax-2019-Interim-Results-Presentation.pdf
topvest
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
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