Impax Asset Management Share Discussion Threads

[topvest] 12/5/2018 06:22

Share price seems to have steadied itself. This is my biggest holding out of 310 stocks held. Not tempted to top-slice at this point, if at all. Great company in the making.

[dan hol] 09/5/2018 10:06

Another new £200m of AUM. Good news although i guess we were hoping for a tad more given April was generally a buoyant month. Anyway, upwards!

[luckymouse] 30/4/2018 15:30

nice to see this waking up

[sharesoc] 30/4/2018 12:03

The Impax presentation and stockopedia report from our seminar in London on the 18th April can be found in our members area here:

[douglas fir] 27/4/2018 10:03

[...]


The sector's top growth stocks in the eyes of Peel Hunt are Charter Court Financial Services (CCFS) and Impax Asset Management (IPX).

[tomps2] 23/4/2018 13:57

Impax Asset Management (IPX) ShareSoc Investor presentation, April 2018
Ian Simm, CEO



Introduction 0:30
Investment management landscape & IPX – 1:36
IPX assets under management – 2:50
What is a sustainable global economy? - 3:38
IPX historic track record - 4:57
Drivers for environmental products & services - 5:32
Returns from specific environmental markets - 6:13
Offices and distribution partners - 6:45
Shareholder register - 7:19
2017 Business highlights - 8:30
2017 Financial highlights - 10:56
Acquisition of PaxWorld Management - 12:35
IPX group structure – 16:38
Future prospects - 16:57
Summary - 18:39
Q&A – 19:15

[dan hol] 20/4/2018 14:09

Good interview with man of the moment Ian Simm in Share Magazine
hxxps://www.sharesmagazine.co.uk/video/iann-simm-ceo-founder-of-impax-asset-management

[topvest] 12/4/2018 20:19

Interesting. This is still my largest position. It's gone very quiet on here which is a good sign. Happy to hold. This is a quality company and will do well in the next decade in my view.

[dan hol] 11/4/2018 09:38

Gteat new article in FT Adviser on recent results - and most interestingly news that it looks like they've signed up a big new US pension fund. As a result Peel Hunt have switched back to "buy".

hxxps://www.ftadviser.com/investments/2018/04/10/ethical-investment-boosts-impax-assets/

[sharesoc] 27/3/2018 14:05

Impax present at our upcoming growth company seminar on the 18th April which may be of interest to potential investors and current shareholders:

[edmonda] 15/3/2018 11:20

With Pax now part of the Group, a full ED research note is just out on the opportunities that lie ahead, including new forecasts. Free TO access here:

[dan hol] 14/3/2018 13:22

indeed, if you do the detail its actually 50m AUM down on 28/02 from 11290 on 18/01 (whn pax figs were merged) to 11240, however i would agree that given the turbulence of that period that's a pretty good result - and a sign of real strength. Regardless, be nice to see a strong march/april to get the general growth story back on track - as its clearly there, never mind the broader Pax opportunity.

[topvest] 13/3/2018 21:03

GBP£11.2bn US$15.5bn

Assets under management and advice as at 28 February 2018.

Flat.

[jamielein] 13/3/2018 09:43

It's quite positive that AUM were flat (slightly up) between end of January and end of February, given the market decline we've seen in February.

[luckymouse] 06/3/2018 15:26

ABC down to 145 level - now buyers seem to be coming back

[martinthebrave] 01/3/2018 13:18

Been Buying back at these levels. Probably no news at tomorrows AGM but you never know. January update was strong with next news probably C: 8th April.

[topvest] 10/2/2018 15:50

hxxps://www.impaxam.com/about-us/impax-history

AUM

GBP£11.2bn US$15.9bn at end of Jan,

[topvest] 02/2/2018 19:17

Well I’m not selling any for now. This is my best share. They have a great long term future. The next year certainly won’t be as good as the last 12 months, but they still have a market leading position in Europe and the USA and should be able to grow strongly over the next decade.

[jamielein] 02/2/2018 13:29

Another way of looking at it is that there was a willing buyer for a large number of shares (albeit at 165p) but that buyer is likely to want to make a profit over the medium to long term.

I think there will be definitely be some short-term weakness due to the placing price, mainly because if anyone was thinking about topping up, there would be no point buying now. Better to wait until some sellers have pushed the price down.

I have quite a large holding by the way. Sold a tiny number on the news and hope to buy back 10p lower. Didn't sell more for two reasons: the market makers wouldn't accept more, and I wasn't 100% convinced I'd be able to buy back at a lower price, so decided to hold the rest. I didn't want to be in a situation where I'd sold them all and they didn't drop much, then have none when they (hopefully) rise in the future.

It's strange that the market makers won't drop the price despite the fact that they also won't accept any shares at their bid price. They're creating a false market.

[topvest] 02/2/2018 13:20

Yes interesting. Less than half his holding, so maybe he fancies spending some money. Guess he must have quite a bit of his wealth tied-up with this. I wouldn't be alarmed by this as he had a holding worth c£20m and maybe fancies some converted into cash!

[mad foetus] 02/2/2018 12:33

The chairman. I am wondering if this might provide a good entry point or whether the share price will drift back to around that price.

[martinthebrave] 02/2/2018 12:21

Huge sell of 3,376,515 at 163.35p @ 11.53am. Still 178p - 184p so doesn't appear to have affected share price Interesting to see who is selling down?