Liontrust Asset Management Share Discussion Threads

[mister md] 16/10/2024 11:49

The likes of abdn up strongly today after that inflation report - should benefit all high yielders - this could signal the turning point for LIO ? IMHO.

[mister md] 16/10/2024 08:34

Don't wait too long Mr. horse ...

[barnes4] 15/10/2024 21:59

Oh horse 😂😂😂

[mister md] 15/10/2024 12:58

But where are the director top-ups ?

Back in January the CFO, Vinay Abrol made a large purchase:


- Aggregated volume 20,000 Shares

- Price GBP5.588112

e) Date of the transaction 17 January 2024

[mister md] 15/10/2024 07:42

Cheer up it might never happen.

[davethehorse] 14/10/2024 13:33

Looking more and more like the divi will be slashed here imo

[davethehorse] 14/10/2024 12:35

Heading lower still....another broker downgrade today

[grahamg8] 12/10/2024 10:49

I expect some larger predators are sniffing round with the share price now so low. It looks like an easy way to gain AUM on the cheap.

[brucie5] 11/10/2024 12:12

It's a really difficult one. With historic dividend yield at >14% the share price is saying that something has to give. But I haven't heard any analyst let alone the BoD saying that they're going to cut the dividend. Graham Neary's comments on Stocko seem nearest to the mark: it lacks a niche, is obviously underperforming, but is very, very cheap.

I hold, having bought down in the past and on account of which am now sitting on a paper loss of 21%. I don't mind value traps that continue to pay dividends; but they do need to recover over the longer term, otherwise you're getting in with one hand only to give more with the other.

[bigstakker] 11/10/2024 09:32

For some reason I couldn't use the following links in my last posts:

markets.investorschronicle.co.uk/data/equities/tearsheet/forecasts?s=LIO:LSE

uk.investing.com/equities/liontrust-asset-management-consensus-estimates

www.tradingview.com/symbols/LSE-LIO/forecast/

Even if you take just the average of each prediction, the target price is still in the 700s. Check them out!

[bigstakker] 11/10/2024 09:27

My last post should have had these links in it:


hxxps://uk.investing.com/equities/liontrust-asset-management-consensus-estimates


I think they make pretty good case for buying now. Even if you take just the average of each prediction, the target price is still in the 700s.

[bigstakker] 11/10/2024 09:24

Hi folks. Amidst all this relative doom and gloom, do these price forecasts give some cause for optimism?:


hxxps://uk.investing.com/equities/liontrust-asset-management-consensus-estimates


I think they make pretty good case for buying now. Even if you take just the average of each prediction, the target price is still in the 700s.

[davethehorse] 11/10/2024 08:02

Prefer PMI at the mo

[tag57] 11/10/2024 07:21

The outflows for LIO have been ongoing for a long while. The failed attempt to buy GAM.
Seems a bit rich for management to blame the Labour govt for their own failings.

[mister md] 11/10/2024 07:08

Now where are the director buys ?

[mister md] 11/10/2024 07:05

Just bought a chunk at 492p - but won't be averaging down any further !

[masurenguy] 11/10/2024 06:25

Liontrust fears ‘misplaced’

Liontrust (LIO) has suffered from the ‘general malaise’ seen by the asset management industry but dividend concerns are ‘misplaced’, says Panmure Liberum. Analyst Rae Maile retained his ‘buy’ recommendation and target price of £10.50 on the investment manager, which tumbled 7.2% to 490p yesterday and has slipped 19% year to date.

"We anticipated that the industry had a lacklustre quarter for flows and Liontrust has not escaped the general malaise, with September having proven particularly difficult it appears. Retail outflows of £900m were ‘in line with our estimate’ but institutional outflows were ‘slightly worse than we had hoped, although stronger performance was an important mitigant. The wait for a turn in flows – for the industry as well as for Liontrust – continues. Hopefully, the Budget will offer some relief. In the meantime, we believe that fears with respect to Liontrust’s dividend are misplaced, with an estimated 13.6% yield on offer helping to soothe the continued wait." said Maile

[davethehorse] 10/10/2024 17:01

Triggered by stop loss a couple of weeks back and I sold out

[1viky] 10/10/2024 15:15

Generally, the consensus is that the current divident will be maintained. I will wait it out .

[2wild] 10/10/2024 15:12

Very fortunately I sold before they went ex dividend, certainly look tempting at 4:50p

[barnes4] 10/10/2024 15:10

Bloody hell make you mind up horse you were busy snapping these up very recently and at much higher prices I may add

[1viky] 10/10/2024 15:09

Uncertainty about inheritance and capital gains tax in the upcoming budget is hitting the sp

[davethehorse] 10/10/2024 14:56

No confidence in the directors here I'm afraid