Liontrust Asset Management Share Discussion Threads

[growthpotential] 24/1/2022 10:35

Man this is down hard wtf

[growthpotential] 06/1/2022 15:57

Down like a dogg again

[31337 c0d3r] 10/12/2021 11:04

Liontrust was mentioned on Ian King, Sky News this morning. Suggested there was no benefit in the merger for customers or shareholders, and that they are only done because having a larger company vindicates them charging higher fees.

[growthpotential] 01/12/2021 16:27

Nice results

[ironstorm] 01/12/2021 14:05

This might be why . . . .

Results:

-- Adjusted profit before tax(1) of GBP43.1 million (2020: GBP22.3 million), an increase of 93% compared to the equivalent period last year.

-- Profit before tax of GBP31.1 million (2020: GBP6.9 million), an increase of 352% compared to the equivalent period last year. This includes costs of GBP12.1 million (2020: GBP15.4 million) relating to acquisitions and associated restructuring costs; the amortisation of the related intangible assets; and other non-cash and non-recurring costs (see note 6 below).

-- Gross profit of GBP108.5 million (2020: GBP63.0 million), an increase of 72% compared to the equivalent period last year.

-- Adjusted diluted EPS(1) of 56.94 pence (2020: 30.74 pence), an increase of 85% compared to the equivalent period last year.

Dividend:

-- First Interim dividend per share of 22.0 pence (2020: 11.0 pence), an increase of 100% compared to the equivalent payment last year.

[growthpotential] 01/12/2021 12:53

Well, it had fallen a lot recently...

[31337 c0d3r] 01/12/2021 11:47

Why does this keep rising - and by so much?

[nerja] 29/10/2021 14:48

Interactive investors winter list,

Lio, Safe, Xpp, Hlma, Adm, Synt, SXs, Hils,

It’s performed very well over the last 8 winters

[investing2retire] 12/10/2021 10:25

i topped up this morning after the update. strong support and is near 38.2 fibo after the big drop last few weeks

[exotic] 28/9/2021 11:39

-------------------------- --------------------------------------------
(b) Nature of the transaction Purchase/Sale of CFD and Purchase of Shares
-------------------------- --------------------------------------------
(c) Price(s) and Volume(s)
-----------------
2215.00p 2200 Purchase of CFD
-------------------
2145.00p 2200 Sale of CFD
-----------------
2149.70p 2200 Purchase of Shares
-----------------

(e) Date of the transaction
2021-09-24 - Purchase of CFD
2021-09-27 - Sale of CFD
2021-09-27 - Purchase of Shares



Any ideas what Non-executive Director Quintin Price was up to? Surely not day trading?

[1318myl] 27/9/2021 11:37

Any one share some light what is happening is it simply profit taking or LIO hold bonds with Chinese property evergrande potentially to be, defaulted

[gsbmba99] 08/9/2021 15:53

I suspect that the monthly update from Impax (IPX) of their AuM is a contributing factor. IPX is a pureplay ESG asset manager. IPX have a fiscal year end of September. According to yesterday's Equity Development note, fiscal YTD AuM have grown by 88% (1 Oct 20 to 31 Aug 21 or 11 months). ESG is only a part of the LIO offering but is growing at not dissimilar rates (82% YoY growth in July according to my tracking of the fund factsheets). The LIO revenue forecast for this year looks to be about 2x the 2H21 number. With continued growth in assets, the 3/22 revenue forecast looks ever more conservative (albeit we're only 5 months through the year).

[golf12345] 08/9/2021 10:29

I fail to see why LIO is going crazy compared to Intermediate Capital which is 3 times larger,9on a PE of only 14 and in every way is a better bet .It only goes to show the market may take time to catch up!

[growthpotential] 08/9/2021 08:49

Definitely something firm specific. I'll take it on a blood bath day like today!

[1318myl] 08/9/2021 07:56

Keep going despite no news

[spawny100] 08/9/2021 07:48

Why on earth is this going bonkers completely against the market? Have I missed some news?

[growthpotential] 02/9/2021 18:31

When you hold positions like CMCX you will certainly appreciate holding on to LIO

[investing2retire] 02/9/2021 10:10

yes RabidDog precisely. im getting better at holding onto winners. i have no problems cutting losers thankfully

[rabiddog] 01/9/2021 12:23

Yep..rule #1 run your winners and cut your losers…know what you mean though

[growthpotential] 01/9/2021 11:51

It is tricky but I think flows will be good and market prices have been buoyant. If I'm holding some of my losers in the portfolio then need to hold on to the winners like LIO too!

[investing2retire] 01/9/2021 10:08

2400 is almost here.amazing run. now question is will it keep going up and whether to take some profits. knowing well to sell is always a hard decision

[growthpotential] 24/8/2021 10:23

All aboard this rocket ship

[investing2retire] 18/8/2021 14:18

yeah my 2000 target was wiped out easily.looking good for further gains.2400 would be nice

[rabiddog] 17/8/2021 10:11

Ssssh…mums the word