The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Needed that bounce!!
On a tear...
Nice buying and tick up today.
of this has been incedible. Huge rise and I expect MGR to follow with AUM update in 3 weeks.
Agree there. Pattern appearing and retrace very good opportunity. Cheers John
Same thing happened earlier in year when sp hit high of 213p. Then retraced quite marketdly. Before another sharp curve upwards to 278p... AUM have increased from June to July according to company website, so nothing at all to worry about. Going by today's uplift, other investors feel the same. Drop is a good top up opportunity...
I was wondering the exact same thing? This has dropped significantly. No news and I expect a retrace but this has been dropping all week. Still strong buy with AUMs
Large drop on no news?
continues to exceed SP expectations. Very good IMHO.
Have already invested significantly in MGR and looking to invest here also.
Good Morning John,
I hope you are well.
MGR is currently steady but believe its about to rise at the same pace as IPX. I have bought into MGR and have an interest here. Like both and believe they are both cracking investments. The current SP at MGR IMHO is massively undervalued and believe will treble by this time next year. I've looked at previous AUMs for both and the charts and can see a similar pattern.
MGR i meant
Good morning. I would say MTG has done very well this past year, share price up over 60%?! IPX has found it's niche in this market. Right place at the right time! Fantastic growth prospects still to come, imho
Good Afternoon all,
Hope everyone is well here.
Can anyone share their ideas on why the SP of IPX is currently flying while MGR has yet to take off?
I know that the current AUM of IPX is circa £12 Billion and MGR is Circa £5 Billion. But surely only a matter of time before MGR starts moving north at the rate that IPX did?
Thoughts?
Good coverage in IC magazine last week. Going from strength to strength, reflected in sp move up today. Special and interim divi paid on Friday.
After three years of super-charged growth in assets under management (AUM) – from £2.8bn to £11.0bn at the end of March 2018 – there are few signs of any slowdown. Impax grew AUM by c £1bn in the first half, all organic and has already added another £0.8bn in the first two months of H2. The Pax acquisition (now Impax Asset Management LLC) completed in January was the main event in H1. The group expects to see material benefits from reciprocal cross sales over the next two to three years. Short-term synergies may be derived from shared research and investment strategies, and integration of back/middle offices. Two independent investment teams already share research and analytical information. Read full article here ... https://www.equitydevelopment.co.uk/edreader/?d=%3D%3DANzQjM
Interview with CEO post results CEO Ian Simm discusses the recent interim results and exciting outlook for Impax AM. Watch the full interview here - https://www.equitydevelopment.co.uk/company/?company=Impax+Asset+Management&c=4QTO
Very nice set of results!! Special dividend a nice surprise. Onwards and upwards second half of year.
Global correction in equity. I didn’t think I would get the opportunity to top up at lower levels so soon. Every cloud has a silver lining as the saying goes.
Keith selling up?? Anybody any thoughts on the big sells?
these sorts of shares. Brought at 90p after I saw an article browsing the internet. Looked primed for growth then, still looks primed for growth now, and best of all still under the radar. Looking for another top-up when this profit taking downturn ends
Cracking share this. TIcks all the boxes. If you want to see some real value in this hold for the long term as I believe this has a long long way to go. The Aum is only going to increase exponentially after the Pax tie up. After £10 billion is hit it will gain more momentum. A real little gem on AIM. I wonder how long before it hits the larger market?
We really are under the radar here. No comment since September!
There is a detailed report by Cliff Weight on Impax who attended our London seminar on the 13th September, which can be found in our members area here: hTTps://www.sharesoc.org/members-area/ ShareSoc full members can download Stockopedia reports, presentations from all of the companies that presented at this seminar, and this report from Cliff Weight on proceedings from our members area To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hTTps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hTTps://www.sharesoc.org/contact-us/
Not invested here, but came across thisin todays stockopedia small cap report. Looks interesting. Need to do some more research before coming to any firm conclusion, especially after a near 20% rise in one day. http://www.stockopedia.com/content/small-cap-value-report-mon-18-sep-2017-ipx-fif-spo-vlty-219718/?page=1#comments Richtips - you are absolutely right about good companies very often have quiet boards. Good luck all, hope the link works CM
Another big rise and silence here - good sign