Liontrust Asset Management Share Discussion Threads

[brucie5] 29/4/2024 14:34

Difficult to fault this chart, especially given the dividend. However in this market we appear spoiled for choice.

[magicmayhem] 26/4/2024 08:04

Thanks. I've built up a small holding over the past two weeks together with MNG, BATS, IMB, PHNX... will see how they play out.

[thebears1] 26/4/2024 07:39

More outflows from assets under management Slowing outflows but negative nonetheless Other funds have started to see net inflows Lio will rise sharply imo when outflows stop

[magicmayhem] 26/4/2024 07:25

I'm currently moving most of my shares into dividend yielding stocks. Liontrust appears to have a yield of around 11% which beats most of the best out there. Why is the so so low?

[rcturner2] 17/4/2024 17:45

The stocko forecast is for eps of 76p and the dividend to be held at 72p.

If that comes to pass I will be putting in my Master of Malt order that the wife is currently blocking.

[eigthwonder] 17/4/2024 16:20

My working assumption is that the dividend is held BTW, unless we have a serious sell off and/or the board think that profitability is headed lower, which doesn't appear to be the case.

[brucie5] 17/4/2024 16:12

I would say that counts as a good day on the chart, with immediate target of £8, simply to regain last April's level.

[this_is_me] 17/4/2024 15:41

Total eps 2019 to 2023 = 264.6p
Total dividends 2019 to 2023 = 266p

So on average they have paid out all the earnings even though the earnings have been up and down.

[brucie5] 17/4/2024 13:13

I trend to agree. But whatever they decide, it looks promising from here on in. Bought further yesterday on behalf of a 3rd party; in addition to my own holdings, which amount to a full position. So obviously I'm maximum bullish, a counter indicator if ever there was one! But it does look like this may be a situation where you get both capital growth via recovery and (at least relatively) high dividend.

NAI, obviously.

[rcturner2] 17/4/2024 12:50

I don't like it when companies get fixated on paying x amount. I would much rather they say, we will pay 75% of eps as the dividend (or whatever level). Paying an uncovered dividend simply to avoid the pain of cutting it is management cowerdice in my opinion.

[mister md] 17/4/2024 12:32

Unless they pay out of reserves until dividend is covered again ?

[eigthwonder] 17/4/2024 12:21

If you are going to upset people, you might as well get it over and done with and make it a substantial cut and then use the new level to grow it. A small cut this time will hurt sentiment and may mean that they have to hold or cut again next year if financial performance doesn't pick up.

[rcturner2] 17/4/2024 11:32

They will be close to being uncovered if they don't cut it.

[mister md] 17/4/2024 10:32

So progressive dividend so far, as I thought.

[this_is_me] 17/4/2024 10:16

Good response to the trading statement

Mister MD see

[mister md] 17/4/2024 10:03

Have they cut in the past ?

[rcturner2] 17/4/2024 09:46

The crucial thing will be what they decide to do with the dividend. If they maintain it or only cut slightly that will be a big boost to the shares.

[peddlers] 17/4/2024 08:33

Glad I added more of these.
I'll be holding for further gains

[mister md] 17/4/2024 07:39

Market reaction ok so far.

[whittler100] 17/4/2024 07:39

PMI outflows increased a touch over the last Qtr compared to the previous QTR they also have less than half of the AUM of LIO. Looking at LIO, these Qtr outflows are the lowest of the last 5 Qtrs, so fingers crossed we are gradually moving in the right direction.

[riverman77] 17/4/2024 07:12

YES POLR but also PMI showed much reduced outflows.

[whittler100] 17/4/2024 06:44

Looking at my spreadsheet, this Qtr outflow is the lowest of the last 5 Qtrs, so possibly heading in the right direction but lest see what the next update brings.

[thebears1] 17/4/2024 06:31

I think that is polr

[whittler100] 17/4/2024 06:30

riverman77 what peers are you comparing the AUM outflows to?