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
  -0.50 -0.19% 265.00 260.00 270.00 260.00 260.00 260.00 2,784 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 65.7 14.6 9.0 29.4 346

Impax Asset Management Share Discussion Threads

Showing 326 to 350 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
10/7/2017
07:20
£831M of inflows in a quarter. Very impressive!
topvest
07/6/2017
09:29
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
20:53
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
19:24
I would'nt hang around too long gentlemen - they've just added another £500m AUM for May....
dan hol
06/6/2017
09:32
Tempted to add more, but I think I will wait a little.
topvest
06/6/2017
08:26
Someone taking a profit. Should bounce at 89p or so in my view, but lets see.
topvest
05/6/2017
19:02
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
09:59
Heh heh ,very droll. You/ we should be ok if we take a 5 year view.... R2
robsy2
05/6/2017
09:11
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
14:38
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
17:59
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
13:35
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
09:57
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
09:10
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
14/2/2017
20:55
All looking very positive here given the AUM increasing sharply month on month. Share price is starting to pick up on the growth story.
topvest
14/2/2017
10:55
After a little bit of research over the weekend I have joined you guys first thing this morning. Already looking like one of my better decisions!
martinthebrave
14/2/2017
09:43
Monthly update on the impax website, its a graph in the investors section. Best R2
robsy2
14/2/2017
08:59
R2, where did you get your figures from?
jamielein
14/2/2017
08:28
Morning all AUM 5.18bn GBP as at 31.01.17. R2
robsy2
10/1/2017
11:32
Short term maybe - this was known news anyway. But, I don't think the share price is up with events personally. Reasonably cconfident that the growth story will run on and they will get to £10bn under management within 3-4 years. What would that do to profitability? Not valued as a growth share really.
topvest
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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