Impax Asset Management Share Discussion Threads

[martinthebrave] 23/1/2018 18:47

#IPX is now on an EV multiple for this year (30 Sept) of 14.9x falling to 11.9x next year. Not very demanding IMO.

[martinthebrave] 23/1/2018 18:41

melody9999 Not so much a Hammer as a Blunderbus! But you right, the Tree Shake took out a lot of stops but bounced back through the 50D average, which is positive.

I bought more at 162p & 164p. The last Buy today was 173p so hopefully we are on the way back up.

[melody9999] 23/1/2018 18:13

Martin - didn't expect that. Still its cleared out a few weak holders and guess we have a positive candlestick formed today though have not a clue what its called! Onwards and upwards from here hopefully.

[twistednik] 23/1/2018 10:27

Hmmm, looks dangerous. Will wait until a new base forms and look for a top-up !

[martinthebrave] 23/1/2018 10:18

Looks like I was 10min too soon..........

[martinthebrave] 23/1/2018 09:51

melody9999 Agree with you. I have just helped myself to a few at 174.45p. It may not be the bottom but it's pretty close IMO.

[melody9999] 23/1/2018 08:33

looking a nice entry point now ....or for me the chance to add some more

[luckymouse] 22/1/2018 16:41

Way to go TV

[topvest] 19/1/2018 20:42

Its bubble talk. Blockchain technology is fine, but don't think you create value by just mentioning "blockchain". It's like getting shareholder value in 1999 by renaming as a .com incubator. Anyway looks like a bit of profit taking today after the deal gets announced. I've not sold any and happy to hold. Great business.

[daijavu] 19/1/2018 16:17

What is the problem with blockchain technology? I know that Bitcoin uses blockchain technology but, surely, the hype around Bitcoin and other crypto-currencies has nothing to do with blockchain technology itself or other users of blockchain technology.

[luckymouse] 15/1/2018 10:29

Agree they are a v sensible well run mgr - perhaps you could write to them and ask them to remove that comment from their rns finals report?

[topvest] 13/1/2018 18:22

Please don't mention blockchain. This is a good company built up over decades, and has nothing to do with blockchain hysteria.

[luckymouse] 13/1/2018 13:52

Agree - its skipping above the rising ema ribbon like skimming stones - a good chart depiction of a runner imo

[martinthebrave] 11/1/2018 12:15

Close to 3 bagging for me now since last February. Needs to build a base at this level IMO.

[runthejoules] 11/1/2018 12:05

Nah Dan, today I'm kicking myself I didn't buy at 105p when I first became aware of it!

[dan hol] 11/1/2018 11:51

been backing this baby since 2007, even through the dark days of 18p in november 2008. Today is a wondeful day. And i think we have many more to come. We should all celebrate the £2 milestone.

[douglas fir] 10/1/2018 17:38

Impax Environmental Markets (IEM) Trades

uy Volume 616,016 Trade Low 264.00
Sell Volume 40,406 Trade High 271.63
? Volume 454,036 VWAP 268
Total Volume 1,110,458 Prev day Vol 0


13:12:43 270.5000 400,000 O 268.0000 0.0000 Buy

13:13:03 270.0000 300,000 O 269.0000 271.0000


Weekly Trades Volume History
Date Buy Vol Sell Vol Total Vol
09/01/2018 74,804 43 74,847
08/01/2018 85,207 18,962 104,169
05/01/2018 99,917 11,603 111,520
04/01/2018 76,925 6,860 83,785
03/01/2018 26,046 15,210 41,256
Periodic Trades Volume Summary
Date Low Vol High Vol Avg Vol
1 week 52,184 131,394 88,412
1 month 9,941 159,265 66,012
3 months 8,183 159,265 64,950
1 year 913 478,612 101,964

highest daily volume for well over a year......

[luckymouse] 09/1/2018 13:54

Thats the next leg up on the monthly chart - fibs target 330 (+86%)

[topvest] 09/1/2018 09:32

Yes, absolutely fantastic and my number 1 holding. We are going to be at £10 billion of AUM before the PAX deal completes at this rate!

[martinthebrave] 09/1/2018 08:25

Cracking results today. AUM totalled £8.2 billion, representing an increase of 13% over the quarter. "another outstanding quarter".

[topvest] 02/1/2018 21:12

My biggest holding and happy to hold. The Pax deal looks truly transformational.

[luckymouse] 02/1/2018 15:23

good fundamentals

[dan hol] 08/12/2017 21:31

All good. Another £200m AUM clocked in today for November. Pax acquisition aside £8bn remains eminently possible by year end. Roll on IPX.

[dan hol] 08/12/2017 21:31

All good. Another £200m AUM clocked in today for November. Pax acquisition aside £8bn remains eminently possible by year end. Roll on IPX.

[edmonda] 04/12/2017 12:52

New ED research note out after strong FY results, free here:


You can also see last week's presentation by CEO, Ian Simm, on results and outlook here: