Liontrust Asset Management Share Discussion Threads

[johnrxx99] 24/2/2024 02:53

Chart has a nice bowl forming

[brucie5] 23/2/2024 17:53

Hi Ken. CLIG also looking good value - held for ages and recently added - though down over 20%. Reported decent results yesterday, dividend maintained.

[kenmitch] 23/2/2024 17:13

Brucie5

I hope they don’t rebase (I.e cut!) the dividend. Like you am very happy to continue holding. The sector really appeals now. Further sector consolidation possible too, and it’s a sector that outperforms in bull markets. I hold JUP PMI MNG and POLR aa well as LIO.

I can’t fathom why POLR has lagged recently. 11% dividend AND they have Funds in favoured sectors currently like Tech. Ripe for a strong share price run imo.

[mister md] 22/2/2024 19:18

LIO and POLR, two of my Top 5 holdings for the medium/long term. GLA.

[brucie5] 22/2/2024 18:28

Very possibly, yes.

[rcturner2] 22/2/2024 18:05

I think even if they cut the dividend that still doesn't change the investment case. I would rather they rebase the dividend tbh.

[brucie5] 22/2/2024 16:45

Added substantially to my holdings. The chart looks about as promising as once could ask and the notional dividend (just covered according to Stocko) might yet be serviced? Quality of 92 on Stocko and was narrowly omitted by Graham Neary for his 2024 picks due to his preference for POLR, which I also hold.
In the meantime the share price has come down to a quarter of its 2021 peak. And in my experience a share that more than halves very often repeats this pattern prior to recovery.
I'd be interested to hear others' thought & targets. If dividend is sustainable, it surely becomes a buy for income alone?

[johnrxx99] 16/2/2024 07:22

I may have got my timing right for once.

[mister md] 15/2/2024 16:07

rizzzla - perhaps every down tick he gives results in another up tick in the shareprice, lol.

[rizzzla] 15/2/2024 15:58

your going to give that guy a sore thumb MD

[mister md] 15/2/2024 15:40

Mister MD 2 Feb '24 - 12:07 - 542 of 549 Edit
650p+ is fast approaching.


And there's 650p !
Personally hoping to see 1200p within 12 months or so ...

[stamford hill] 15/2/2024 15:34

You'll get a red tick for that P..

[peddlers] 15/2/2024 15:32

Nice rise today.
Think I'll add some more

P.

[mister md] 15/2/2024 09:59

Shareprice recovery plus big dividend payouts - my favourite combination !

[joshuam] 15/2/2024 05:58

Money starting to flow back into the uk market took a decent starter position….fingers crossed

[stamford hill] 12/2/2024 13:42

For those that believe in the tea leaves a very nice reverse head and shoulders forming here. Check out the daily chart since the beginning of the year.

I already hold so I'm biased

[mister md] 06/2/2024 12:29

Added again @ 610 p.

[mister md] 05/2/2024 10:28

Over 10 minutes without a downtick from the downticker. Does he/she/they have Monday's off ?

[mister md] 05/2/2024 10:13

Added further to holding with another batch at 626p.

[mister md] 02/2/2024 12:07

650p+ is fast approaching.

[fabius1] 02/2/2024 11:31

For those looking for a second bite, I think we might see a test of @ 525

[mister md] 02/2/2024 10:26

Averaged up in the 620s. The recovery is on, it seems.

Are there really only 63 M shares in issue here ?

[peddlers] 31/1/2024 16:49

Glad I bought when I did.

Hit me with that big red thumb you big red mofo.

P.

[mister md] 31/1/2024 16:21

And a nice bowl forming on the chart (pretending to be a chartist now).

Downticker, do your thing 😀