Liontrust Asset Management Share Discussion Threads

[rp] 30/1/2014 15:16

GBP 1.3 million !! Stakebuiding?

[oscardodd] 30/1/2014 14:27

Well that's strange. Someone just bought a lot of shares!

[rp] 30/1/2014 13:09

Agreed, if it happens let's hope it's at a good premium.

[oscardodd] 30/1/2014 12:49

Got to be honest rp, I see them as a possible bid target. The new CEO has picked them up and made some good purchases, but they act too much like a small company in a big company sector.

[rp] 30/1/2014 12:33

Even more overdone today - hoping for a floor to this drop around 240 and then a bit of recovery. I agree in the circs that 336 looks too ambitious right now.

[oscardodd] 30/1/2014 09:35

rp - I agree the drop looks overdone, but the problem with Liontrust is they are just not popular. I also think the Panmure target is going to need some serious new business to get the price that high. The 294 looks more realistic to me.

[rp] 29/1/2014 12:55

With 2 brokers today reiterating their buy recommendation
Nplus1 Brewin target 294.00
Panmure Gordon target 336.00
today's drop looks overdone to me.

[rp] 09/1/2014 14:14

6 Jan - Panmure Gordon reiterates buy with target price of 336

[luckymouse] 03/1/2014 12:06

LIO on Panmures 2014 Top Picks

www.sharesmagazine.co.uk/news/broker-unveils-top-2014-picks

www.sharesmagazine.co.uk/articles/liontrust-to-keep-roaring#.UrK9j_RdUm8

sharecast.com/news/broker-snap-barclays-sees-improving-outlook-for-uk-asset-managers/21395185.html

[luckymouse] 31/12/2013 12:38

Trading update coming soon - mid jan last year
Just read the recent update and half yearly RNS - both hot!

[luckymouse] 23/12/2013 20:54

Looks like great progress and expansion happening here
www.fundweb.co.uk/fund-strategy/focus/the-ions-age-at-liontrust/2004187.article

[luckymouse] 23/12/2013 20:36

Lots of broker buys and target upgrades after swinging convincingly into profit
Numis 335p
Panmure 336p

[rp] 07/11/2013 13:03

BTW it's nice to see someone else with an interest in LIO - seems to be a largely unrecognized little gem from here.

[rp] 07/11/2013 13:02

Doh - apologies , I'll try to get my brain in gear next time.

[strollingmolby] 07/11/2013 12:24

rp - it's the other way around. Liontrust needed to make the Initial Disclosure of its funds' Delcam holding as it holds >1% and Delcam announced this morning it is subject to a takeover.

[rp] 07/11/2013 12:17

Interesting - why would Delcam plc, apparently a CADCAM company, take a sizeable holding in Lion Trust - c. 143k shares worth c. £350k ???

[rp] 15/10/2013 08:00

Good news which will hopefully go some way towards alleviating the small share price drop in recent weeks

[strollingmolby] 04/7/2013 10:24

Interim Management Statement

Liontrust Asset Management Plc ("Liontrust" or the "Group"), the specialist independent fund management group, is today issuing its Interim Management Statement for the period from 1 April to 30 June 2013 (the "Interim Period").

Highlights

· Net inflows of £302 million in the Interim Period, over three times the equivalent period last year


· Assets under Management ("AuM") as at close of business on 28 June 2013 were £3.3 billion

· 8 out of 9 of our actively managed UK retail funds have out-performed the average fund in their respective sectors since launch or fund manager inception

· Liontrust has won another four awards in the Interim Period, including Liontrust Asia Income Fund being named Best Newcomer at the What Investment Awards

[the weatherman] 17/9/2012 13:48

Will Henderson buy them out?

[the weatherman] 14/9/2012 14:16

These are due a re-rating.
Up that is.

[dannys] 23/5/2011 09:04

been watching this for a while, would agree that takeover could come sometime in the future but when who knows?

[andrewbaker] 18/11/2010 12:00

Not only is this in play for a takeover, but it's getting good reviews for its funds and assets under management are on the up.

[andrewbaker] 18/10/2010 15:27

Liontrust will be bought: sooner rather than later. Any price fall at this time could be due to efforts to drop the price back prior to a bid. I'm long Liontrust and very happy to be so too.

[lgpixels] 30/9/2010 10:07

Any thoughts of MAM Funds Plc (MMF) with the results out today? Liontrust Asset Management is valued at EV/FUM 2.1% compared to MAM Funds at 1.5%. Arbuthnot have issued a strong buy recommendation with a price target of 40p compared to the current price of 20p.