Buy
Sell
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
  0.00 0.0% 510.00 491.00 520.00 - 0.00 08:00:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 73.7 18.9 12.2 41.8 665

Impax Asset Management Share Discussion Threads

Showing 576 to 597 of 650 messages
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
DateSubjectAuthorDiscuss
09/1/2020
10:15
To your point above their AUM is updated every month on their website.
dan hol
08/1/2020
18:07
13F filings are interesting. Just looking at a recent one there's quite a lot of names in there (over 250 and presumably these are just the US securities on the SEC's list). They seem to throw money at anything that matches their criteria but there's huge variation in the position sizes. The top 10 is not a list you normally see in funds generally but outside the top 10 you do have lazy fund manager favorites Apple, Microsoft, Alphabet and Amazon. They've passed on Facebook and other social media, just a small dabble on Twitter. Not a fan of Elon Musk's Tesla either - perhaps failing on the G (in ESG) but maybe also the E, a bit like some of the waste recycling industry. Presumably there's some sort of weighting system linked to ESG scores but I am not aware of them having divulged their secret sauce in any of their market presentations. You can check it all out here. Will certainly look into their top 10 a bit more. hTTps://sec.report/Document/0001749768-19-000010/
sirrux
08/1/2020
14:30
Yes, they had a drop same period last year so compares well. That quarter is the danger quarter when institutions typically pull money. Well done to them to add about $1bn, not a slouchy number. The key is the Jan 1 inflows and the rest of the first calendar quarter. It's price sensitive data and in theory the business should know at least Jan 1 as they will be investing it, but looks like they won't disclose until 8 April. Perhaps there's a case for them to report AUMs monthly as this information will be known by regulators and some service providers, why not investors?
sirrux
08/1/2020
09:17
AUM up 400m in Dec to 16.1bn, and up 7% on first quarter. Tidy.
dan hol
30/12/2019
11:03
Hmmm...I wonder if we will see a big Jan 1 inflow for their funds. There's no limit really for this growing asset class. Helped along by the BoE sending out warnings about other asset classes.
sirrux
19/12/2019
19:54
From a few years back. He's worth it!
topvest
18/12/2019
23:31
Nice for ian to award himself the opportunity to buy some more shares for 47 p, wish i could do the same.
robsy2
18/12/2019
23:31
Nice for ian to award himself the opportunity to buy some more shares for 47 p, wish i could do the same.
robsy2
16/12/2019
14:24
https://youtu.be/j4_PuvQt-rE Ian and Charlie discuss full year numbers.
edmonda
16/12/2019
13:25
#IPX Growth has delivered a rock solid performance at Impax's full year results. Evidence of operational leverage is coming through and AUM continue to grow. Read the full report here: https://equitydevelopment.co.uk/edreader/?d=%3D%3DAO2YjM
edmonda
04/12/2019
07:28
Full steam ahead by the looks of it. The rating is demanding but the opportunity is also big and we are well placed to keep growing. A gripe for me is the continual dilution. They are very generous to themselves.
robsy2
04/12/2019
07:28
Fantastic results. Dividend policy amended. This is a wonderful company. Happy days!
topvest
29/11/2019
09:34
Ipx continues to deliver. 300p that is another milestone.
robsy2
20/11/2019
16:44
Yep knocking at the door again. Stay put.
robsy2
05/11/2019
21:14
Excellent - in the right place at the right time!
topvest
05/11/2019
12:25
Nice. Another $125m pops out the hopper. https://bit.ly/2NIV8Ox
dan hol
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
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
ADVFN Advertorial
Your Recent History
LSE
IPX
Impax Asse..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200918 07:16:43