Liontrust Asset Management Share Discussion Threads

[morph7] 13/3/2024 10:02

Glad to have you on board-great value at these levels. As interest rates subside, net inflows will increase and that bowl will carry on creeping up. But I'm guessing you know that already!

[masurenguy] 13/3/2024 08:55

Took an initial position here today @689p.

[brucie5] 12/3/2024 11:45

I think this has got to be more of a tide that lifts all boats - that are seaworthy!
Think LIO, of course, which is now catching traders interest, including SCSW and CR. But others also worth looking at might include POLR, CLIG & MNG for great dividends.

[ayl30] 12/3/2024 09:28

I hold POLR , it's a long game there, I also hold

[spawny100] 12/3/2024 08:55

I tossed up between investing here or POLR. I chose POLR unfortunately which is languishing compared to this one!

[ayl30] 12/3/2024 08:44

Perky today, more buyers coming in

[it_trader] 07/3/2024 23:13

Until the dividend yield is 4-5% this should keep growing

[dr biotech] 07/3/2024 12:00

This gives the framework for a potential UK ISA.

[rcturner2] 07/3/2024 07:21

I think 800 to 850p is a reasonable target here.

They would still not be expensive at that level.

[johnrxx99] 07/3/2024 01:59

The bowl continues.

[rizzzla] 06/3/2024 14:45

Long and strong

[rcturner2] 06/3/2024 14:33

Trading update is the 17th April and final results are 26th June.

[dr biotech] 06/3/2024 13:23

£5k addition to the ISA that needs to be invested in the UK just announced in the budget. Should help here.

[mister md] 06/3/2024 09:30

I'm up 8% here now. Expecting more, much more (plus the dividends!).

[mister md] 05/3/2024 12:51

LIO recovery continues, shame CLIG is trending the other way ...

[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