Impax Asset Management Share Discussion Threads

[sloppyjoe2] 09/5/2022 09:17

Now lost 50% from the high of £15. How very depressing...

[edmonda] 08/4/2022 08:15

Agreed , GP , and in H1 AUM still rose 2.2% to £38bn, despite weak market in Q2.

Equity Development trims short-term forecasts with revs to grow by ‘only’ 28% in FY22 + adjust fundamental valuation to 1260p per share, still 34% above current price.

Read their new note here:

[growthpotential] 07/4/2022 16:02

Agreed, let's be honest, these testing times will only accelerate the transition to a greener energy mix

[orange1] 07/4/2022 09:13

The upward turn of the AUM in March can be viewed here:


Back now to end of January levels.

[melody9999] 07/4/2022 09:05

AUM down in Q1 as per RNS. But up by £1Bn over the last month so back on an upward trend now I suspect.

[the white house] 09/3/2022 08:55

Back on board @ 777 Sept directors in 100 higher is enough to override 3bn drop in assets Long term like the business

[scooper72] 08/3/2022 15:53

I'm back in now. Just a few. Need to leave a bit of cash in case price gets even better

[topvest] 08/3/2022 11:43

Well I'm holding on to the remainder of my holding. After a major top there is an 80% chance of a 50% decline and a 50% chance of an 80% decline with an average decline of 70% quoting Mark Minervini. I guess we have nearly hit the 50% decline. Still a great company long-term, but the share price will no doubt take a while to recover...as with many other growth companies in the same situation!

[orange1] 07/3/2022 16:47

Last Friday some directors and partners bought 24000 shares between them at prices ranging between 848p and 939p:

The Lindsey B. Martinez Trust, a revocable trust of which Lindsey Brace Martinez (Non-Executive Director) and her husband Peter M. Martinez are trustees, purchased 6,000 Ordinary shares. Sally Bridgeland (Chair) purchased 6,000 Ordinary shares. Simon O'Regan (Non-Executive Director) and his wife, Penelope O'Regan, together purchased 6,000 Ordinary shares, via their joint investment account. Vince O'Brien (Non-Executive Director) purchased 6,000 Ordinary Shares.

[scooper72] 07/3/2022 11:34

Lots in the Sunday papers about ESG funds been out of vogue. Hopefully it's all been over done and will find its feet

[sloppyjoe2] 07/3/2022 11:32

Now lost nearly 50% from its high. WTF?

[swiss paul] 19/2/2022 11:55

Hi JWM,
first of all it is my perception and I don't have any figs to back this up.

I just think the money, be that short term' has moved into oil and gas as that is where the money is being made as there is a worldwide energy shortage that cannot be overcome by green.

I don't know if that has been reflected in any outflows from IPX funds - as a lot of investment cos must have an ESG mandate in them.

Hope that helps

[jwmarkets] 15/2/2022 08:48

Swiss Paul - When you say money has gone back into oil, are you talking about investment in exploration / oil production or market caps, or something else? Long term dynamics of higher oil prices surely makes alternatives look better?

[swiss paul] 13/2/2022 16:08

what you expect when all the money has gone back into oil. It will come back around when they realise the long term value

[topvest] 11/2/2022 16:34

Yes, still a great company. Growth shares are being hammered at the moment. Valuation OK now as on a 3% yield. I top sliced some near the highs, but I am happy to keep holding a core holding long term.

[sloppyjoe2] 11/2/2022 14:37

Thanks varies

[varies] 11/2/2022 12:46

sloppy joe.
IPX was on a very high rating at 1400p + and, of course, we should all have sold our shares then !
Assets under Management were rising inexorably, so it seemed, ebullient stock markets and new funds coming in.
The rating is now less out of line with that of rivals and I hope to see some recovery. There seems no reason to suspect that there is anything fundamentally wrong.

[sloppyjoe2] 11/2/2022 09:14

This has lost a third since its peak. Anyone know what's going on?

[varies] 07/2/2022 10:59

thanks TRINKA9

[jwmarkets] 07/2/2022 10:30

Thanks both.

[trinka9] 07/2/2022 09:26

The dividend is payable around 29th March Xd on 10th February.