Share Name Share Symbol Market Type Share ISIN Share Description
Liontrust Asset Management Plc LSE:LIO London Ordinary Share GB0007388407 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 772.00p 770.00p 774.00p 776.00p 768.00p 774.00p 5,079 10:52:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 97.6 19.0 33.7 22.9 392

Liontrust Asset Management Share Discussion Threads

Showing 201 to 224 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
10/10/2019
19:08
Good news yesterday. As asset prices 'surge' up 3% today. This looks good for more growth now
hsduk101
08/10/2019
13:38
Perhaps worth pointing out that Impax, an ESG specialist fund manager, had strong AuM growth of 20% in year to 30 Sep. Liontrust's Sustainable Future series of funds are growing even faster (albeit from a lower base) at 34.6% in year to 31 Aug. There seems to be quite a strong tailwind in this area. SF series about 35% of LIO AuM excluding Neptune.
gsbmba99
27/9/2019
10:36
https://youtu.be/IhNcw2AYi_8
cockerelkennyin4apenny
24/9/2019
09:09
You keep them!There is nothing better than looking after other people's money and getting paid for it .This is an attractive company ,making a profit ,paying a dividend with real growth prospects.
golf12345
21/9/2019
13:24
do I sell or keep gsbm
petewy
21/9/2019
11:44
I make 31 Aug sum of fund factsheets at £12,548.4m as compared to £12,689.0m as at 31 Jul which is -£140.6m or -1.1% for the month. 7/32 funds gained AuM in Aug. The newly established bond team continue to attract assets. Aug was a terrible month for mkt performance. The YoY growth rates are still very good. Overall +27.4%, SF series +34.6% and Cross & Co +25.2%. Neptune looks to have lost £106m (-4.7% MoM) in Aug excl institutional funds and Japan Equity Fund which didn't publish an Aug factsheet. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus International.
gsbmba99
22/8/2019
19:57
I make 31 Jul sum of fund factsheets at £12,689.0m as compared to £12,231.3m as at 30 Jun which is +£457.7m or +3.7%. 23/32 funds gained AuM in Jul. Multiple double digit % AuM gainers in the month. SF series really motoring with overall AuM up from £4,199.4m to £4,440.4m for +£241.4m MoM and +38.7% YoY. Cross & Co funds are £6,780.2m and grew 32.2% YoY. Neptune looks to have gained £105m in Jul excl institutional funds and Japan Equity Fund which didn't publish a Jul factsheet. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus Offshore.
gsbmba99
05/8/2019
08:53
I don't think there's a rating and price target since LIO is a corporate client of N+1. 3/20E EPS went from 56.8p to 58.7p and 3/21E EPS went from 63.3p to 68.7p. 3/21E represents a full year of inclusion of Neptune based on Oct close. The trick will be getting Neptune AuM to grow. It also helps to diversify "key man" risk associated with Anthony Cross whose phenomenal success has led to his team managing a disproportionately large share of AuM.
gsbmba99
03/8/2019
18:53
This sounds really good. Whats expected of share price and projected target?
hsduk101
03/8/2019
18:16
N+1 on acq.: "Liontrust has agreed to acquire Neptune for £40m in shares: £35m on completion with the remainder contingent on performance. This equates to an attractive 6x fwd EV/EBITDA (post-synergies) multiple and 1.7% EV/AuM. Neptune has £2.8bn AuM across 19 funds which we believe represent a complementary strategic fit to Liontrust’s existing offering, driving group AuM through £17bn. This also brings additional diversification benefits. The transaction will be 3% accretive in FY20e (6m contribution) and +9% in the first full year (FY21e). We update forecasts, assuming completion in October. We continue to believe that Liontrust’s current 14x PER is undemanding, and see further upside on continued execution."
gsbmba99
29/7/2019
10:18
Wow this is really rocketing now. Bought when it was back in the early 700s, just a month ago. Theres almost like theres no top end to this one.
hsduk101
11/7/2019
11:33
From N+1 note today:"Inflows have surged in Q1 hitting a new quarterly record at +£725m, confirming AuM at £14.1bn (+11.4% qoq). Outperformance complemented this: adding a further £717m equating to +5.7% (as % opening AuM) vs the +2.7% posted by the FTSE All-Share. We do not make any changes to our earnings forecasts, having already upgraded by 6-7% at the Finals for £14.0bn AuM as at 25/6. Trading at a 13x FY20e PER falling to 12x, we find the valuation undemanding given the strong AuM growth momentum."
gsbmba99
11/7/2019
09:57
Yes, cheering, and don't forget the 20p dividend to be paid on 9th August.
rp
11/7/2019
09:32
Trading statement is cheerful
petewy
02/7/2019
15:58
Wow, alot of support behind this one. Its up 5% in the last 2 days for me. The charts upward trend is continuing. Alot of deals going through on this one
hsduk101
30/6/2019
20:15
Good financials and looking at the chart a steady riser. Only thing making me slightly apprehensive is the 5% buy sell margin
hsduk101
27/6/2019
12:01
N+1 Singer (a house broker): "With only a handful of trading days left in Q1, we update our model marking the Q1 outturn to the £14.0bn level. This drives a 3-6% revenue upgrade, and alongside some modest changes to our cost base, drives a 7% upgrade to FY20e adj. PBT and +6% in FY21e. We upgrade our dividend forecast by 22-23% after a 15% beat against our FY19e forecast. We take this opportunity to publish maiden FY22e forecasts."
gsbmba99
27/6/2019
09:35
Results: Adjusted profit before tax of £30.1 million (2018: £27.4 million), an increase of 10% Adjusted diluted earnings per share of 46.9 pence per share (2018: 42.7 pence per share), an increase of 10% Profit before tax of £19.0 million (2018: £12.3 million), an increase of 55%. This includes costs of £11.1 million (2018: £15.1 million) relating to the amortisation of intangible assets and other non-cash and non-recurring costs (see note 5 below) Revenues of £85 million (2018: £77 million), an increase of 10% Dividend up to 27p Inflows up.
petewy
20/6/2019
11:15
What explains the ridiculous spread today?
rp
18/6/2019
10:59
I make 31 May sum of fund factsheets at £11,809.2m as compared to £11,506.1m as at 30 Apr which is +£303.1m or +2.6%. 15/32 funds gained AuM in May with 5 funds growing AuM >10% in the month. SF series overall up from £3,927.8m to £4,004.7m for +£77.0m MoM and +30.1% YoY. Cross & Co funds are £6,468.2m and grew 30.1% YoY. UK Smaller Companies exceeded £1bn. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus Offshore.
gsbmba99
17/5/2019
23:38
Duh. Up a quid in the last month.
petewy
17/5/2019
16:35
I make 30 Apr sum of fund factsheets at £11,506.5m as compared to £10,840.5m as at 31 Mar which is +£665.5m or +6.1%. 30/32 funds gained AuM in Apr with 6 funds growing AuM >10% in the month. SF series overall were up from £3,685.9m to £3,927.8m for +£241.9m MoM and +34.7% YoY. Cross & Co funds are £6,300.0m and grew 31.5% YoY. SF Managed now exceeds £1bn AuM and UK Smaller Compannies not far away (£960m) which would give 3 in total. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus Offshore.
gsbmba99
17/4/2019
12:22
I make 31 Mar sum of fund factsheets at £10,843.9m as compared to £10,444.1m as at 28 Feb which is +£399.7m or +3.8%. 24/34 funds gained AuM in Mar. SF series overall were up from £3,554.6m to £3,687.4m for +£132.9m MoM and +32% YoY. Cross & Co funds are £5,921.0m (approx. 50% corp AuM) and grew 31% YoY. About 3/4 of corporate AuM (SF + Cross & Co) growing at very attractive rates. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus Offshore.
gsbmba99
10/4/2019
11:27
N+1, a house broker, published a note today: "With only a few months of outperformance, we leave our FY19e earnings forecast all but unchanged (+2%). The annualised impact of higher than expected AuM drives upgrades in outer years. With strong growth in lower margin Global Fixed Income, we reduce our blended UK Retail fee margin by 3-4bps which dampens the impact of higher AuM." FY20E (EPS presumably) upgraded by 9% and FY21E by 5%.
gsbmba99
Chat Pages: 9  8  7  6  5  4  3  2  1
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