Liontrust Asset Management Share Discussion Threads

[barnes4] 30/10/2024 13:36

Oh horse you lost your stable yet?

[davethehorse] 30/10/2024 13:30

Well done those who topped up or bought in @ 460p or anything under 500p of late

[davethehorse] 30/10/2024 09:32

They report soon, next few weeks, so divi news should become clearer then....if held could be a large bounce on the cards?

[kernelthread] 29/10/2024 14:23

Yield now pushing 16% if no dividend cut.

[1viky] 29/10/2024 12:58

True, the budget is in the front seat. But the reality is that 15.6 million in Professional services fees will not be there or will be far less, which will increase the adjusted diluted eps. I am therefore hoping that the dividend is safe ofcouse assuming their Gross profit is close to last year .

[barnes4] 29/10/2024 12:50

The market doesn’t agree

[1viky] 28/10/2024 14:40

As there are no acquisition related charges.

[1viky] 28/10/2024 14:39

March 31 2024 annual results had a total of 52 million in intangible asset and goodwill impairment and Professional fees. Hopefully this half yearly results will have this amount reduced substantially which will increase the eps significantly. The funds are performing well so earnings should be good inspire of reduction in AUM.

[drattuts] 28/10/2024 14:00

Reeves wants to encourage investment into UK shares. She'll be aware that most ISA funds get invested in UK shares, so it seems unlikely that the £20k annual investment allowance would be reduced in the Budget. Maybe not increased, but I doubt reduced.

[davethehorse] 28/10/2024 13:04

Neigh....surely not???

[barnes4] 28/10/2024 12:52

Nothing safe horse even your stable is up for grabs 😂😂😂

[davethehorse] 28/10/2024 12:46

Surely the savings already invested in an ISA are safe still?

[31337 c0d3r] 26/10/2024 20:57

ISA tax rules can change at any time, and could affect existing holdings.

£20k may be the annual maximum but many "working people" gradually accumulated far more over the years believing it to be the right thing to do to get ahead, while successive governments promoted it.

[melody9999] 26/10/2024 16:58

"The chancellor seems to have a certain level of economic training"

Yep ....I read that Rachel Reeves was one of the accounts team 🤔

[smithie6] 26/10/2024 16:22

CGT on shareholders

But ...surely 90% of shareholders in the UK are completely unaffected by CGT since they hold shares only in ISAs & their SIPP....both completely free of all CGT ?

I expect the £20k/year limit for input to an ISA to be reduced, perhaps to £10k ?

except for holders of football stadium season tickets of course ! ;-)

If the average worker earns £30k-35k/year after tax ....& the average worker has to pay a mortgage or rent, & runs a car, & eats !
then the average worker can not put £20k/year in to an ISA. £20k/year is imo only possible high earners, stockbrokers, London 'city' workers, managers & bosses, lawyers, doctors.

and labour normally doesn't make laws to help that class of people.

------

I guess that UK shareholders should be relieved that Starmer is the PM & not the chancellor. The chancellor seems to have a certain level of economic training & experience & imo knows that she cannot not afford to stamp too hard on the business sector.

Whereas Starmer is more of a far left radical/dreamer imo & would perhaps quite happily confiscate all UK wealth & share it equally with the world's poor (so we would all be equal, & very poor !) & anyone with any ex-slave DNA in them !!

...except for season tickets for Premier League teams of course !

[31337 c0d3r] 25/10/2024 15:16

Two Tier Kier said he wants to tax shareholders because, he says, they are not working people. What effect will that have on LIO?

[1viky] 25/10/2024 15:07

22 p should be safe .

[davethehorse] 25/10/2024 14:20

Need to find out next month what the divi will be...any guesses??

[1viky] 25/10/2024 14:11

I think share price will rise after budget if the increase in Capitol gains tax is moderate

[davethehorse] 25/10/2024 14:08

No but they should be if they're as confident going forward as they say they are...let's see....470p....can't have much further to fall....can it???

[1viky] 25/10/2024 13:51

I mean, any news on recent insider buys? Does anyone know?

[1viky] 25/10/2024 13:08

Any information on Insider buying?