Liontrust Asset Management Share Discussion Threads

[davethehorse] 04/7/2024 08:32

Me too...very much agreed....markets on the verge of a decent upturn so a great opportunity here at a super low valuation...

[faz] 04/7/2024 08:31

it's an excellent buying opportunity imho. My div goes into my ISA and I'll use that money today and a b it more to add.

[davethehorse] 04/7/2024 08:21

And should recover it pretty quickly imo...

[mister md] 04/7/2024 08:20

Down less than the ex-div amount.

[texaspete2] 03/7/2024 19:26

Theres a chance due to this size of the dividend (50p), that a few stops get hit tomorrow and we go lower,might be an opportunity to add sub 616p

[davethehorse] 03/7/2024 12:20

Need a short squeeze here but it may not come until after ex div tomorrow...;-)

[davethehorse] 03/7/2024 11:26

Wonder if Deutsche Bank clients are filling their boots here yet....

[davethehorse] 03/7/2024 09:39

Ex div tomorrow for 10% plus, who's adding today?

[davethehorse] 02/7/2024 16:10

Could do with some director buys here

[davethehorse] 02/7/2024 14:33

Millennium International have opened a 0.71% short since Deutsche Bank issued the recent sell note....

[2 risky] 02/7/2024 14:16

This drop has Deutsche banks filthy paw prints all over it,when the share price hit over £8 recently they issued a sell note target in the mid £6 range.Well we are nearly there,reckon they want their clients in on the cheap.

[mister md] 02/7/2024 11:50

I suppose part of the run-up in shareprice was to do with the potential FTSE 250 inclusion - could be a real bargain though, especially if it drops even further by (more than) the ex-div amount ... ?

Shareprice was 1250p pre-covid and reached 2250p mid-2021. Now 665p, bizarre really.

[petersinthemarket] 02/7/2024 11:47

As a matter of interest, what exactly do you think is the election effect on OSB?
pete

[davethehorse] 02/7/2024 11:17

Could turn quickly post election imo....buy and re invest the divi imo...

[petersinthemarket] 02/7/2024 10:51

It does look as if it could drop nearer to 600p this week.
I have a largish (for me) holding and have been considering adding again.
But the size of this fall is a bit disturbing.
Not sure whether to add now for the Div or buy cheaper afterwards.
Actually, mostly interested in the longer term.
Might mean forego Div and buy low.
GL all, pete

[chester9] 01/7/2024 18:43

It goes Xd on the 4th and May then drop the 50p we will see.

[rcturner2] 01/7/2024 17:38

Didn't take long to get into the 600s ...

[davethehorse] 01/7/2024 14:36

Have bought a few today...gl holders...

[petersinthemarket] 01/7/2024 11:20

going xDiv on thurs for 66% of annual yield

[faz] 01/7/2024 08:18

A bargain right now; if the slide has paused I will add again.

[mister md] 01/7/2024 08:08

It's trading below the levels it reached at Covid lows ... over time I expect to do very well here, despite my gains here now reduced to 5% (excluding dividend payouts !)

[growthpotential] 30/6/2024 22:58

Appreciate the view but I think there's way more upside to this

[clarea] 28/6/2024 16:24

As I see it positives it has net cash, loads of take overs in this sector, and nigh on 10% yield.

Negatives dividend is uncovered so chance it will be cut, they have the worst fund outflows of all the major asset houses, management have made bad/expensive decisions, most of the top ten share holders have been reducing their holding in the last year.

I do hold sold half today at open and will get rid of the rest if current downtrend persists through next week, each to their own but if you just want to hold one fund manager Polar Capital is a better risk reward candidate.

[thebears1] 28/6/2024 15:53

Assuming no changes to the dividend I hold but would be concerned if in future they decide to lower the dividend because then you'll find people dumping the stock