Tatton Asset Management Share Discussion Threads

[saucepan] 12/8/2020 09:28

Getting set to break through 300p, which has been a key resistance level on a number of occasions?

[saucepan] 05/8/2020 17:47

Hi folks

I opened a position here today, being impressed - among other things - by fundamentals I pasted on the ZULU thread. I reproduce them here in case of interest.

Slater PEG = 1.28
ROCE = 51.5
No debt (cash on books of £12.8m)
Yield approx 4%

Floated July 2017. Since listing: Turnover, profit, and eps show perfect achieved and forecast growth patterns, with no blips, and as shown below.

[edmonda] 16/6/2020 08:08

You can also join us for a webinar this Friday at 10.30

[edmonda] 16/6/2020 08:07

#TAM passed the March 2020 stress-test with flying colours; AUM up 10% at year end near bottom of market. Tatton is a 1st quartile performer on AUM inflows, revenue growth, operating margin, EPS growth and ROE. @TattonIM @TattonAsset Read:

[montynj] 16/6/2020 07:55

Great results

[edmonda] 21/4/2020 11:47

#TAM not immune to COVID but still saw £86m net inflows in March '20 alone. Paradigm continued to perform inline. With a strong BS results are still expected to be in line with expectations

[euclid5] 31/3/2020 10:02

The below doesn't bode well for wealth mngrs - below taken from IC analysis on Quilter


Citing a previous sensitivity analysis, Peel Hunt this week warned that a 20 per cent fall in asset values is likely to result in a 30 to 40 per cent impact on wealth managers’ profitability this year. As such, the buyback looks well-timed, though we’ll use the cover to exit with the shares just ahead of our tip (132p, 4 Jun 2019). Hold.

Last IC View: Buy, 139p, 6 Aug 2019

[saucepan] 17/2/2020 10:45

Nudging to all-time high :-)

[johnthespacer] 05/2/2020 07:43

Gresham House Asset Management Limited just gone over 3% holding

[saucepan] 03/2/2020 12:49

Hi folks.

I joined you here today.

[edmonda] 20/1/2020 14:56

If you'd like to meet the management they are presenting on 5th Feb - you can register here

[moneymaker2015] 09/12/2019 19:52

Has been a good day today, 7% up here. 30% up on DTMR and did alright on CGNR, they jumped up 15% too. One to watch tomorrow is INSP, they’re converting notes at 15% higher than the share price so can expect an instant tick up in the morning. Think this is going to be a good week!

[enormouswillie] 09/12/2019 18:15

That’s most useful without a paid subscription

[edmonda] 09/12/2019 11:32

Nice buy write up in the times

[edmonda] 19/11/2019 10:19

Research and interview with CEO for those interested.

[topvest] 12/11/2019 20:18

Just my resident troll today...hi troll!

[topvest] 11/11/2019 21:19

Very strong results today and director buying. A double positive. No posts on this BB today. A triple positive!

[topvest] 17/10/2019 08:18

Yes, all going well. Happy to hold.

[edmonda] 17/10/2019 07:58

Yielding 4%, moving up to 5% in the next years, and operational leverage now being exploited with Sinfonia acquisition. Our views here:

[montynj] 05/4/2019 08:35

TAM is a great growth stock

[montynj] 02/4/2019 08:30

It's a top 10 holding in liontrust uk microcap fund. Liontrust have a great reputation