Liontrust Asset Management Share Discussion Threads

[barnes4] 17/9/2024 07:39

Omg horse you really are a Bafoon

[davethehorse] 17/9/2024 07:37

Finally starting to move with the market, it has been lagging it of late. Seriously undervalued imo....could be a swift re rate around the corner...let's see...

[davethehorse] 16/9/2024 08:01

Fingers crossed for a decent week here for LIO....been a poor run but due a significant bounce imo...

[31337 c0d3r] 15/9/2024 09:45

FT link without the tracking nonsense:

Https://www.ftadviser.com/equities/2024/09/10/it-pays-to-be-patient-with-uk-equities/

[fabius1] 14/9/2024 13:38

Really not sure where he gets the political stability of a Labour government with all the traditional baggage of socialist policies. Seems to me he is confusing widespread apathy and ignorance with stability.

[davethehorse] 14/9/2024 07:37

https://www.ftadviser.com/equities/2024/09/10/it-pays-to-be-patient-with-uk-equities/?xnpe_tifc=hILshkxDb.xJxkeLxuYDxypsafeWaeiWhFW_bMhWhyPXhf8Abf81hdJLRfXcbdiArkU_xFEuOFhuhI_ZOk4ubDHT&utm_source=exponea&utm_campaign=FTA%20-%20Weekend%20Reading%20-%20Newsletter%20-%2014.09.24&utm_medium=email

[davethehorse] 13/9/2024 14:06

Money will surely be flowing into their funds steadily over the next 6 to 12 months, the market is not reflecting that, so in theory this could be a huge opportunity...dyor etc...

[davethehorse] 13/9/2024 13:53

Being held back for whatever reason, the market seems to want it pegged....not sure why but time will tell...

[1viky] 13/9/2024 13:37

investor's are still waiting a sustained equity rally and downward interest rate pathway.Next week sh be interesting with BOE meeting. Once LIO starts going up, it will be rapid as the float is low.

[mister md] 13/9/2024 13:21

One of my Top 5 holdings, but starting to regret it. Pathetic performance when you consider UK/US markets are at all-time highs ...

[davethehorse] 10/9/2024 15:41

Someone's buying....nice late buys after the close....;-)

[1viky] 10/9/2024 13:27

Markets waiting for UK inflation report on Sept 18 and Bank of England decision on 19. If rates are cut this stock will do good

[davethehorse] 10/9/2024 13:17

A buy all day long for me at these levels, have added more today

[rcturner2] 09/9/2024 16:55

More likely to get depreciation and a reduced dividend.

Chart is awful.

[1viky] 09/9/2024 15:13

Bought at 580 . Will hold for appreciation and dividend

[davethehorse] 09/9/2024 11:09

Buy signal then....;-)

[mister md] 09/9/2024 10:31

The fact that the shareprice is down again on a positive day for the markets (unfortunately) tells us all we need to know ...
I'll continue to hold, but certainly won't be adding to my position.

[barnes4] 09/9/2024 09:50

This outfit needs to get a grip and smartish

[spawny100] 09/9/2024 09:41

When divis get much into double figures it's usually an extremely strong indication they will be cut/rebased imo.

[rcturner2] 09/9/2024 09:07

wow, talk about head in sand

In 12 months they went from £50m operating profit to zero (in fact they made a loss). Since then their performance has got worse, their numbers are going the wrong way. They are relying on accounting manipulation to show "adjusted profit".

[davethehorse] 09/9/2024 08:17

Time to buy for me....buy, hold, forget until markets return to normal....now 12% divi!

[rcturner2] 09/9/2024 06:30

The problem with LIO is the poor performance last year.

For the financial year ending in 2023 they made £50m operating profit and applied £36m of positive adjustments to claim an adjusted profit of £86m.

For the financial year ending in 2024 they made zero operating profit and applied £66m of positive adjustments to claim an adjusted profit of £66m.

To me this stinks of financial manipulation and I don't trust the adjusted numbers.

[davethehorse] 06/9/2024 12:17

Predators must be lurking with this market cap I would imagine....

[davethehorse] 06/9/2024 10:18

Topped up @ 600p ;-)