Liontrust Asset Management Share Discussion Threads

[bigbigdave] 08/6/2024 10:10

Paul Hill and Richard Crow discussion, LIO gets a mention at 32.05

[mister md] 06/6/2024 08:24

So no FTSE 250 entry this time around - but normal (upwards) service has resumed ...

[pyglet] 05/6/2024 08:04

Being heavily advertised on Times Radio now

[big7ime] 04/6/2024 13:47

Lol DB probably want this for their clients then, seen it all before..
weren’t they saying buy at £24, unbelievable!

[mister md] 04/6/2024 09:18

Happy with my top-up at 758p - wonder if Abdn is doing the same ? Lol.

[bigbigdave] 04/6/2024 08:37

Bought this morning, been waiting for a dip. Thank you DB :o)
DEUTSCHE BANK CUTS LIONTRUST ASSET MGT TO 'SELL' (HOLD) - PRICE TARGET 600 PENCE

[rcturner2] 04/6/2024 08:31

I think it is quite possible that the price got a bit pumped up here with PI buying and the increase by Aberdeen, it has always been tightly held. The balance of buying and selling has gone the other way now.

[mister md] 04/6/2024 08:30

Top-up at 758p, I'm here for the dividend yield (and luckily still up approx 30% on this).

[bjfanc] 04/6/2024 08:27

On the face of it, I'd agree. Small volume, but plug pulled out.

[aishah] 04/6/2024 08:17

The market forces don't want LIO in the 250 looking at the price action last 2 days :-(

[ayl30] 04/6/2024 08:13

Not a good opening today, let's hope it improves as day goes on

[thebears1] 03/6/2024 19:41

Isn't it between Lio and XPS who gets into the 250?You're right, we need a really good day tomorrow to stand a chance from what I can gather Still a great bowl forming and hopefully a continuing improving situation, whether we get in or not this time.GLA

[mister md] 03/6/2024 16:30

Perhaps to do with the FTSE 250 re-shuffle - Liontrust needs a strong trading day tomorrow then ?


"British housebuilder Vistry Group could also see a return to the FTSE 100 index, while Liontrust Asset Management and Alpha Group International could be added to the FTSE 250 index.

FTSE Russell recently announced the indicative changes to its FTSE 100 and FTSE 250 indices, which could come into effect in its upcoming quarterly reshuffle. These potential changes have been compiled based on data as of Friday 24 May.

However, the final changes are expected to be announced on Wednesday 5 June, based on the official review using data as of market close on Tuesday 4 June."

[mister md] 03/6/2024 15:54

Shame LIO isn't holding on to this morning's gains, unlike ABDN, POLR etc... anyway, pretty sure the rally will continue over the coming months.

[mister md] 31/5/2024 07:08

Abrdn holdings increase ?

[smithie6] 30/5/2024 16:08

well done....in hindsight you made a v.good buy in the 500s, & only in December '23.

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It doesn't look about to stop rising imo. Despite the strong move back up from 810p on Wednesday to 855p now (+45p)...it looks set to end today at a recent high, hopefully inferring there is more upside to come.

[rcturner2] 30/5/2024 15:12

Bought in 500s back in December. May well go higher from here but happy with my turn.

[aishah] 30/5/2024 14:24

FTSE 250 entry if that happens will push it higher imo. Can't begrudge anyone taking a profit though.

[pinemartin9] 30/5/2024 14:17

Well done if you made a profit. Chances are you are out too early, who knows though. My original investment thesis stands. This was an income play for me. At these levels it offers both income and growth. Happy days.

[mister md] 30/5/2024 14:12

I'll stick with it, even if it flatlines for a while and we only get the chunky dividend ... shareprice is incredibly strong given recent corrections on FTSE, DOW etc.

[rcturner2] 30/5/2024 13:46

I'm out today at 850p. Good luck to all who remain.

[dr biotech] 30/5/2024 13:29

PMI not having a great day today after their results. AUM up but still a net outflow

[aishah] 30/5/2024 13:04

Kelso update today reads well:
Market Review

The UK appears to be increasingly recognised as one of the best value countries in the world for equities. Takeover approaches continue and in May 2024 alone, XP Power Plc and Keywords Studios Plc both received £2bn+ cash offers at 70%+ premiums. Simultaneously, we are encouraged to see Boards taking a longer-term view of value potential and rejecting bid approaches that undervalue the company, Hargreaves Lansdowne Plc and Wood Group Plc being recent examples. Reducing outflows within UK equity funds clearly help these decisions, as investors do not require the cash from takeovers to fund redemptions. Reassuring and positive trading statements, which give investors confidence that the worst is over, are also delivering significant share price reactions. For example, BT Plc shares rose 18% and Future Plc shares increased by 22% in a day, both off the back of positive trading updates. UK market values are beginning to bounce back, closing the valuation gap, and we hope this momentum continues.

[31337 c0d3r] 30/5/2024 08:55

"Coming to the FTSE 250 index, Alpha Group International, Brunner Investment Trust, Liontrust Asset Management and XPS Pensions Group are likely to be added, along with Ocado Group and St. James's Place."