Liontrust Asset Management Share Discussion Threads

[chester9] 26/6/2024 06:37

The results very much a summary of market. Dividend maintained but not turning around yet. Jam tomorrow but market looks forward don't they. We'll see later.

[aishah] 14/6/2024 07:02

Liontrust a high beta bet, says Ashworth-Lord

Liontrust Asset Management (LIO) has been consistently undervalued by the market, says Sanford DeLand’s Keith Ashworth-Lord.

Ashworth-Lord holds the Citywire Elite Companies + rated asset manager in his £499m CFP SDL UK Buffettology fund.

In his latest fund factsheet, the manager said Liontrust has ‘seen a material derating spanning several years to the point where, until recently, it was valued at not much over 1% of its assets under management, adjusting for its substantial cash pile.’

Although there was little news about the group over May, it has benefited from the recent recovery in sentiment towards UK equities, which ‘leaves it particularly primed for recovery’.

Ashworth-Lord said although it is unrelated, the recent takeover bid for investment platform Hargreaves Lansdown ‘will not have gone unnoticed’.

‘To use stock market jargon, Liontrust is about as high a beta stock as you could wish to own,’ he said.

The shares rose 1.8% to 774p on Wednesday and have jumped more than a quarter in the year to date.

[mister md] 12/6/2024 14:00

A long video but interesting discussion. Definetely a 'bowl' on the chart here. Nice price action today, hopefully a swift move back to 800p+ ...

[bigbigdave] 11/6/2024 08:04

lol :o)

fyi Paul Hill is brummy_git on advfn.

[mister md] 11/6/2024 07:55

bigbigdave
8 Jun '24 - 10:10 - 720 of 722
Paul Hill and Richard Crow discussion, LIO gets a mention at 32.05



For a second I thought it was Frank Skinner hosting the call ...

[cornishman33] 11/6/2024 06:13

Nelly, another nuisance filtered.

[bigbigdave] 08/6/2024 09:10

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

[mister md] 06/6/2024 07:24

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

[pyglet] 05/6/2024 07:04

Being heavily advertised on Times Radio now

[big7ime] 04/6/2024 12:47

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 08:18

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

[bigbigdave] 04/6/2024 07:37

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 07:31

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 07:30

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

[bjfanc] 04/6/2024 07:27

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

[aishah] 04/6/2024 07:17

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

[ayl30] 04/6/2024 07:13

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

[thebears1] 03/6/2024 18:41

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 15:30

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 14:54

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 06:08

Abrdn holdings increase ?

[smithie6] 30/5/2024 15:08

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 14:12

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