Impax Asset Management Share Discussion Threads

[liquidtyler] 28/6/2021 17:36

Interesting news recently, Liontrust has now launched a sustainable fund (they'd been threatening this for a while). The CEO of Liontrust said that he had been very impressed by Impax's recent performance and regards them as his closest competitor when trying to win over investors. I wonder who will win in this two horse race, both are almost equal in AUM. I've also heard through the grapevine that Impax have created a bit of stir in the recruitment market (apparently they've been hiring like crazy). My money is on Impax, a large part of Liontrust's AUM growth has been through acquisitions whereas Impax more organic, also Liontrust been taking some big opex hits due to the acquisitions. Will be exciting to watch this space going forward

[tmfmayn] 20/6/2021 10:51

"Mr Simm’s role as company founder, his notable shareholding alongside a dedication to a particular business theme created a powerful combination for long-term investors."

hxxps://knowledge.sharescope.co.uk/2021/06/11/screening-for-my-next-long-term-winner-impax-asset-management/

[the white house] 16/6/2021 12:21

Welcome aboard Grandeur in for 3pc so far, all the way from Salt Lake

[the white house] 15/6/2021 11:58

1m pound holder took the divvi then sold 90k, mini overhang gone

[the white house] 14/6/2021 13:38

Ex Divvi today

[tmoon] 14/6/2021 13:21

Ex divi was on the 11th June and is payable on 16th July.

[the white house] 11/6/2021 10:34

Divvi Day today

[lupins2] 10/6/2021 07:43

If I am not mistaken we are ex dividend today folks.

[melloteam] 03/6/2021 12:42

Just to let shareholders and prospective investors know that BB Healthcare Trust plc, Impax AM, Downing LLP, Vietnam Holding and Golden Prospect Precious Metals will be presenting at Mello Events Trusts and Funds webinar event on Tuesday 15th June at 4pm-8pm.
There will be over 600 investors attending and these are very popular shows with the latest insights and analysis from investment managers, research professionals, analysts and experienced investors. Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[topvest] 28/5/2021 19:36

Fantastic results. They seem to be receiving a wall of money to invest. This is what happens with asset management firms when they get it right. Of course, it won't last forever, but still potentially only about half way through the journey!

[edmonda] 28/5/2021 12:13

With growth forecasts beaten by some margin + evidence of operating leverage kicking in, Equity Development increases its core valuation to 1205p/share.

See detailed note:

[yogi] 28/5/2021 08:41

Woops that does make more sense SJ:)

[sloppyjoe2] 27/5/2021 21:15

I meant the delay in putting the presentation on the site ;-) The share price performance has been impressive, beyond any doubt!

[yogi] 27/5/2021 18:51

As a holder for the last 3 plus years I'm a pretty happy holder and would regard the performance as impressive. Guess it depends on your outlook but I'm defo going with impressive?!

[sloppyjoe2] 27/5/2021 10:09

Not so impressive ?

[the white house] 27/5/2021 09:33

Presentation not yet up on site, 3 hours late if anyone out there is reading!

[fegger] 27/5/2021 07:53

Extremely impressive. My largest holding due to price performance. AUM increased by nearly 50%. Interim dividend doubled. Fits with the increasing emphasis worldwide on need for a sustainable economy. Excellent share to tuck away for the long term
Ian Simm, Chief Executive, commented:

"Impax has made further excellent progress during the first half of its financial year. Notwithstanding the challenges imposed by the COVID-19 pandemic, the business has continued to grow, with assets under management and advice ("AUM") increasing by almost 50%, including GBP6.8 billion of net inflows.

"Amid rising interest in the transition to a more sustainable economy, our long track record and broad-based distribution capabilities and relationships have helped us to stand out from the crowd as we secured major new mandates, while also increasing significantly our business with many existing clients.

"Over the next few years we expect the companies in which we invest to continue to prosper as markets for clean energy, resource efficiency and low-carbon technologies expand rapidly. Against this background, Impax is well positioned for further success."

[the white house] 27/5/2021 06:36

As the man says....very strong...impressive on all counts

[the white house] 26/5/2021 09:47

Interims tomorrow, pro call tomorrow, amateurs Friday Beat the rushLong again, 8th, Dec 1140

[the white house] 24/5/2021 10:43

Interims Thursday inc presentation and Q&ANew broker added, BerenbergNominated for Investment Week awardShares spotlight webinar 16 June

[dan hol] 22/5/2021 13:02

Berenberg has started covering IPX and given it a target price of £12.50 😑

hxxps://citywire.co.uk/investment-trust-insider/news/the-expert-view-impax-spirax-sarco-vodafone-conduit-and-4imprint/a1509579

[the white house] 21/5/2021 16:00

Wall of money into Euro funds esp yesterday and last 5 days from US...

[edmonda] 11/5/2021 19:36

Impax AM - Interim Results investor presentation with Q&A will take place on Friday 28 May (11.45am). Ian Simm (CEO) and Charlie Ridge (CFO) will conduct a live presentation covering their results for the six-months period ended 31 March, and the event is open to all existing and potential shareholders:

[dan hol] 10/5/2021 11:18

Cheers Yogi, i consider myself an IPX groupie. Also fresh off the press, interims to be announced on 27/05. Expect to hear from me again then 😊