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
  7.50 2.83% 272.50 265.00 280.00 270.00 270.00 270.00 66,177 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 65.7 14.6 9.0 30.3 355

Impax Asset Management Share Discussion Threads

Showing 276 to 299 of 600 messages
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DateSubjectAuthorDiscuss
05/8/2016
11:27
GBP£4.2bn US$5.6bn Assets under management and advice as at 31 July 2016. Taken from the website. Best R2
robsy2
12/7/2016
10:49
I have bought a few more this morning as well. R2
robsy2
06/7/2016
21:00
Yes, they are doing very well. Bought this three times this year and very pleased.
topvest
06/7/2016
10:03
On 30 June 2016 AUM was ca. GBP4.0 billion, which was 13% higher than AUM at the start of the quarter on 1 April 2016 and 42% more than AUM at the start of Impax's current financial year on 1 October 2015. Good update. They convert the AUM data into GBP.There are 3 tailwinds here. GBP weakness, good performance from the funds and they are capturing new business. Maybe a fourth as well , they are now committed to giving profits to shareholders. R2
robsy2
27/6/2016
15:24
This is a safe haven , it is pretty well untraded!! R2
robsy2
11/6/2016
12:15
Think this asset manager is at the tipping point. It's in the right sector with a great record and at a point where growth in AUM has a disproportionate impact on the bottom line. As oil, gas and coal start to die as an industry and investment proposition, what a great time to be in the green and sustainable space, particularly when you have been in that space for 20 years already.
topvest
11/6/2016
06:15
AUM at 31.05.16 3.7 billion, up from 3.1 billion at 31.12 15. R2
robsy2
25/4/2016
10:47
Sp moving forward. The fact its thinly traded with a low free float and very wide spread puts off buyers. It's a buy and hold stock. R2
robsy2
08/4/2016
06:58
Fantastic update this morning. Looks undervalued to me given the growth being achieved. Starting to hit critical mass. Growth in AUM from this point is going to have a very positive impact on the bottom line. Added a few more on the back of this as the price hadn't really jumped. There also seems to be absolutely zero interest in this company on BBs. Another very positive sign in my book!
topvest
31/3/2016
17:28
I've doubled up as well. Very cheap for a growth and high yield investment. Not on anyone's radar.
topvest
24/3/2016
08:08
I've bought a few more this morning.This is now an income stock with a 5% yield,a progressive dividend policy and a very good chance of earnings growth as the funds perform well and they capture new business. The stock is friendless but at least we have one buyer, see todays notice. R2
robsy2
29/2/2016
19:50
Yes, interesting point. I'm backing the CEO to take this to £5bn to £10bn of assets under administration before he retires in 5 to 10 years. Looks like a good bet given his track record and the undoubted growing demand for non-fossil fuel investment over the medium term.
topvest
29/2/2016
15:17
I have just had a quick check and see that the main funds, leaders, specialists and Water are all performing well and are all positive or therabouts over the tricky last 3 months.Also of interest is that a lot of the fee income arrives in € and USD , curencies that have strengthened approx 8 and 10% respectivley over the past 6 months. Good tailwinds for GBP reported earnings. R2
robsy2
23/2/2016
14:29
Welcome onboard! My views are well documented here and I ma cautiously optimistic. R2
robsy2
23/2/2016
13:33
I've taken a small position in this asset manager. Possibly overlooked in the past because of a high valuation, but cheap growth story now on offer and very well placed for the inevitable end of fossil fuels over the next decade. Their AUM record is quite impressive. Their cost base looks relatively high, so continued growth is needed in AUM but the flip side is that this will disproportionately improve profits.
topvest
11/1/2016
08:08
Inflows up 1% is hardly dazzling but the performance of the main funds has been very good , up around 9% in the last quarter alone. Total funds now exceed 3 billion , another milestone. I can remember when I first invested here they managed just 50 million. The investment proposition for the funds and the shares both look quite compelling to me. R2
robsy2
07/1/2016
07:57
dividend for 2015 =2.1 = yield at 45p of 4.66%, looks sustainable.This is now a decent income stock.I have bought some more. R2
robsy2
20/7/2015
09:45
Proactive speaks to CEO Ian Simm http://tinyurl.com/ofm3ztz
ftseproactive
28/5/2015
16:42
I'm back in. Here is my reasoning for the record. Analysis of Impax, using Jim Slater’s Zulu Approach 1. Five Year Record (5 years positive earnings growth) YES, well 4 years only, 5 if we include 2015. 2. Low PEG Factor (PEG below 1 – i.e. 10% eps growth on a PE of 10 or less) YES/ NO, it’s changing PEG = Current PER / profits growth PER 2014 47p/2.79p= 17 PEG = 17/7% growth = 2.42 so not so good (My rule here is <0.75=BUY) (PEG more optimistic with 30% growth in income at the interim stage EPS int 2015 1.61p v 2014 1.20p) so PEG could be 17/30 PEG = 0.5 =very good. 3. Optimistic Chairman's Statement YES, optimistic. 4. Strong Financial Position YES. Well covered dividend, good business franchise, lots of cash on the B/S cash 12m MCAP 62M so 20% cash in the share price 5. Competitive Advantage YES.A focused, scaleable business model that is poised for more expansion. 6. Something New YES. Less dilution going forward, starting to become a serious divi payer, new investments have held back earnings, should seed more earnings in the future, they are quality players in a good niche with a scaleable business with growing demand and a growing opportunity. 7. Small Market Capitalization (a small cap stock - anything in the FTSE250 or above is out) Yes.MC £62m.looks cheap compared to its competitors. 8. Relative Strength (as in the share price movement compared to the FTSE All Share Index) NO. no relative strength compared to AIM 100 or peer group contender INVP, so no score on that front. The share price has not had momentum for years, the share scheme has put investors like me off as the gains made have been giftd to the employees and directors but the dilution is now less going forward. IPX PER 15,Rated competitor INVP PER 27, so it looks left behind on that basis 9. Dividend Yield YES. 3% based on 2014 results .2015 int divi up 33% on 2014,divi cover 2. 10. Reasonable Asset Position YES. The balance sheet is very strong 11. Management Shareholding YES. They have been very generous with themselves in the past so they are motivated to get the share price up and the dividends up. CONCLUSION This analysis is based on the Jim Slater 11 point test to find underrated shares. It scores well so the conclusion is that the share is underrated!! NOTE: Remember shares can go down as well as up. This is not to be read as a recommendation to buy this share. It is simply an explanation of why I bought the share.
robsy2
27/11/2014
09:45
OK I can see your thinking and I would agree.It's a well run company opearting in a good business area and an eventual sellout makes sense as well. I may sound a bit sour grapes , its frustration , but I like the company and it's been very kind to me. These guys seem to have a clear game plan which suggest an improving divi , what else do they do with the money ? and as you say This could be sold out at some point. Almost tempted back in! Good luck. R2
robsy2
27/11/2014
09:45
OK I can see your thinking and I would agree.It's a well run company opearting in a good business area and an eventual sellout makes sense as well. I may sound a bit sour grapes , its frustration , but I like the company and it's been very kind to me. These guys seem to have a clear game plan which suggest an improving divi , what else do they do with the money ? and as you say This could be sold out at some point. Almost tempted back in! Good luck. R2
robsy2
27/11/2014
09:05
Actually I've been buying back in at 47/48p over the last few weeks. The legacy excessive options scheme finishes in January and the new one they've put in place is much less dilutive. They've also been buying back shares to satisfy the options exercise which also helps. With 16mm net cash and 2.9bn AuM, they're looking pretty cheap. And at some point, they'll be bought.
wjccghcc
27/11/2014
07:50
Another seemingly good set of results but if you look more closely the bulk of the benefits go to the people who run the company , not the shareholders This has long been the policy here , hence my exit some time ago. Still , now the employees have loaded up on free shares,they have started increasing the dividend which could help the share price , also fits in nicely with their plan.
robsy2
14/9/2012
18:16
So much for the new thread... I prefer this one. Like WJCCGHCC I have sold a lot of my holding but am still a holder and quite surprised by the weakness in the share price R2
robsy2
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