Impax Asset Management Share Discussion Threads

[topvest] 04/12/2020 21:46

Blimey - surge in the share price today. Up more than my original purchase price in 1 day...happy days! I will take a more detailed look at the annual report this weekend.

[edmonda] 04/12/2020 13:34

for those who missed it live yesterday, here is the recording of CEO and CFO discussing their excellent FY results and strong outlook / dealing with investor questions.

43 mins of warming weekend viewing:

[energeticbacker] 04/12/2020 10:01

Impax has certainly been a cracking story since listing on AIM in 2001 via a reverse into an AIM shell, when it was valued at only £2.2m with modest revenues and having never generated a profit.

Since those early days the shares have risen nearly 3,000%.

More on the Investor's Champion website.

[topvest] 03/12/2020 20:54

What a dream pick this has been. It's my largest single position, even after selling half. It's about a 12 or 13 bagger for me so far....happy days!

Best thing is that growth appears to be accelerating rather than slowing down. A 56% increase in the dividend says it all!

[dan hol] 03/12/2020 20:40

It will be interesting to see, my sense is they will do 2-3 years more before any sale. Ive been following IPX since 2007 when you could buy the shares for 18p. Problem was we had to wait 7 years for anything significant to happen. Another small green stock now worth watching, with similar growth potential is EAAS, shares are around 10p, but the pro green environment is obvs vastly different to 13 years. I think EAAS could go through the gears v quickly and you could be seeing doubling or tripling in value in just a couple of years. EOY results are in June next year, watch this space.

[sloppyjoe2] 03/12/2020 17:30

"I really hope they don't get taken out by one of the giants." I've always assumed that they would...

[dan hol] 03/12/2020 13:17

Agree. And good news for them that idiot Trump is out of the picture. For now.

[sirrux] 03/12/2020 12:59

It's great, sort of tempting to sell but not going to. If they hit 1bn in market cap, there's all of the stability that conveys for potential subscribers to their funds. I really hope they don't get taken out by one of the giants.

[yogi] 03/12/2020 12:57

Moving along nicely - very positive results this am..

[edmonda] 03/12/2020 08:20

Indeed - FY results an 'outstanding success' says Chairman

Numbers are impressive: revs +19%, net inflows of £3.5bn, FY div 8.6p +56%. In first 2 months of new year another £1.9bn net inflows took AUM to £23.4bn at 30 Nov.

You can see what Management think at 3pm TODAY - Webinar with CEO and CFO
All welcome but must register first here:

[robsy2] 03/12/2020 07:47

Extraordinary trajectory. The rating is sky high of course so they need to keep delivering but have been faultless to date.

[sirrux] 03/12/2020 07:24

Aum @ £23.4 bn 30 Nov, not sure if that recognises Dec 1 subs (presume not) and who knows what discussions there may be in flow for the all important Jan 1 subs. Any ideas out there on how long they may be able to continue this growth trajectory?

[sirrux] 01/12/2020 16:49

6, tentative.

[edmonda] 23/11/2020 15:20

A chance to see the Management themselves present on FY results and outlook.

Time is 3pm, on Thursday 3rd Dec in a webinar that all investors can register for here:

[dan hol] 13/11/2020 22:52

Comes out around 7-8th of every month and is posted on their website. Nov is already looking close to £2bn

[dan hol] 13/11/2020 21:48

Perfectly said topvest - the best is still to come.

[topvest] 13/11/2020 19:28

It should well stay independent until the CEO decides its time to hand over his creation. Management have lots of shares and so are earning very well through bonuses and massive wealth creation on the share price. Must be a nice place to work at the moment!

[robsy2] 13/11/2020 17:55

I hope it stays independent.

[spectoacc] 12/11/2020 12:22

@topvest - have sent you a message.

[dan hol] 08/10/2020 21:28

Peel Hunt, have gone one better and put a price target of 565p/share based on yesterdays AUM. Im thinking we could see £6 by Dec and end of year financial results etc.