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We hosted an Investor Presentation with the management of Impax AM, leaders at investing in companies helping the transition to a more sustainable global economy.
Ian Simm (CEO) and Charlie Ridge (CFO) provided a detailed review of their results for the 6 months period ended 31 March 2022. They discussed their ongoing ability to win mandates and retain their unchanged positive outlook for sustainable investing. They also addressed a number of audience questions.
The full video recording of the presentation is available below, divided into chapters:
0:00:03 H1 2022 highlights and company overview (Ian Simm, CEO)
0:13:49 Financial update (Charlie Ridge, CFO)
0:22:33 Outlook (Ian Simm, CEO)
0:23:47 Questions & Answer session
0:45:33 Conclusion
Link to presentation: https://www.equitydevelopment.co.uk/research/impax-am-investor-presentation-results-interims-june22
Save the Date! *** Impax AM - investor presentation on 1st June (3pm) with CEO & CFO ***
Impax Asset Management plc (AIM: IPX), leaders at investing in companies helping the transition to a more sustainable global economy, is pleased to announce that their CEO, Ian Simm and CFO, Charlie Ridge will conduct a live presentation at 3.00pm on Wednesday 1st June.
They will review their results for the 6 months period ended 31 March 2022 and share their views on the significant global momentum for a more sustainable economy.
The online presentation is open to all existing and potential shareholders at no charge. Questions can be submitted before and during the presentation, and will be addressed at the end of it.
Sign up to register here: https://www.equitydevelopment.co.uk/news-and-events/impax-am-interim-presentation-1june
H1 AUM rose 2.2% to £38bn, despite weak market in Q2. We trim our short-term forecasts with revs to grow by ‘only’ 28% in FY22 + adjust fundamental valuation to 1260p per share, still 34% above current price.
Read new note here: https://equitydevelopment.co.uk/research/inflows-continue-but-market-dip-slows-aum-growth
1000p popped.
Should hold this and continue upwards now.
Interesting that Ian Simm said the capacity was there to deal with double the assets AUM.
Hopefully the divis will continue to rise.
Great little stock
Starting to gain good momentum now. Glad I got back in. Was waiting for ages for a good entry point. Still a great growth story here. I can only see it going from strength to strength especially as the recent Russian/Ukraine situation has highlighted a need to diversify away from oil/gas for energy. Anyone willing to speculate SP by the end of calendar year?
Nice spike today. Hopefully hold the gains and kick on back up over 1000.
Any clues as to why SP is racing downwards?
This is getting worse by the day
Possibly due to recent share sale by Ian Simm. Could just need the money for something else
Herb
I think it is the consumer that will drive the green demand, not necessarily the politicians forcing it (though Biden has been known as an evangelist for a greener environment before becoming President) . I bought in at £4.50 on my own belief this is a long term growth stock.
Verney, most of its holdings are in the low revenue high promise stocks people are rubbishing. The fact it is a green stock also makes it out of fashion. Biden and Johnson need to start talking "build back greener" again before this will take off. Look at the oilers and gasmen - no one cares about saving the planet at the moment. We ned to rates up, growth stalled, and a recession before dollars will be spent on green issues again (JMHO)
Just getting worse and nothing in the press
Thanks Verney
No......Cannot see any reason for the recent sudden drop. No negative news and good recent RNS. On that basis I have topped up £2.5k this morning and £1.5 last week.
Anyone know what is going on here?
There may be positive ratings but this is falling and falling and falling
PEEL HUNT RAISES IMPAX ASSET MANAGEMENT PRICE TARGET TO 1,585 (1,435) PENCE - 'BUY'
BERENBERG RAISES IMPAX PRICE TARGET TO 1,550 (1,500) PENCE - 'BUY'
PEEL HUNT RAISES IMPAX ASSET MANAGEMENT PRICE TARGET TO 1,585 (1,435) PENCE
Looks like the shorts are covering now
The AUM growth in Q1 was ahead of Equity Developments forecast growth rate for FY 2022 but it is early days in the year : their forecasts held, as is fundamental value at 1450p / share.
New note and audio summary just out - free access here
https://www.equitydevelopment.co.uk/research/q1-aum-ahead-of-forecast
Anyone know why the drop?
*** Impax AM - Investor Presentation and Q&A with management (FY results) ***
We hosted an Investor Presentation with the management of Impax AM, leaders at investing in companies helping the transition to a more sustainable global economy. Ian Simm, CEO and Charlie Ridge, CFO ran investors through the highlights of a successful financial year to end September, and explained why they see the Group as ideally positioned and structured to continue attracting mandates from asset owners keen to raise their involvement in this sector.
The full video recording of the presentation is available below.
00:15 Highlights and Business update (Ian Simm, CEO)
16:06 Financial update (Charlie Ridge, CFO)
22:21 Outlook & Conclusion
23:49 Questions & Answers
Link: https://www.equitydevelopment.co.uk/research/impax-am-investor-presentation-fy-results
After yesterday’s excellent FY results from new research and forecasts published by Equity Development with core value / share rising from 1300p to 1450p.
Read full note here, free access :
https://equitydevelopment.co.uk/research/another-leap-in-scale-and-outlook-still-strong
it has been a great year for IPX whose FY results are out Thurs 2 Dec. You can see CEO and CFO present them that day at 3pm via webinar.
Simply register here
https://www.equitydevelopment.co.uk/news-and-events/impax-am-fyresults-presentation-2dec
Jeffrey r u here ?
Any idea why this has tanked by circa 30 percent