Member Info for Ftsefan

The buy orders on level 2 has been consistently higher than the sells for a number of weeks now. I can only assume that is the buy backs on order. This could be depressing the share price. Some Director buys at theses levels wold be welcomed.

This Q3 update continues the trend of outflows that has been in place for many years. I'm happy to hold my hands up and say that I got it wrong: based on the share price action here, I was wrong and I should have reverted to neutral before now. But that's increasingly difficult when the company is still profitable, has a P/E multiple of only 6x and a StockRank of 83. While I think other fund managers have a more straightforward investment case, Liontrust is still interesting to me. As pointed out by CEO John Ions today, they are rated the 4th best asset manager by advisers in the UK, and the 8th best by wealth managers. So they might not be "best in class" (and generally speaking their fund returns don't stand out), but surely there would be strategic value to an acquirer at this very cheap valuation? Buyers at the current share price get a remarkable £136 of AUM for every £1 invested in the stock. Other fund managers have certain competitive advantages when it comes to sector specialisation, but even a generalist fund manager deserves a reasonable earnings multiple. Unless, of course, it truly is headed for extinction.

Premier Miton still say £4. Lion have been stock picking over the last year and most have started to do well. If the funds improve the inflows will improve. The gold run will fizzle out and then the monies will need to go somewhere else. I hope it is our turn (sooner tan later)

A huge spread this morning, Anythoights why this could be?

Im not quite so confident, however I am willing to eat humble pie. What is very reassuring is that the threat of tariffs the pre news Ie HL has had very little influence on the share price as up to today. I think it is about time we all got behind and got positive on UK stocks and started looking after ourselves and be less reliant on the outsiders.

Paul Scott has said that Lio is now way overdone on share price and he hasn't been particuarly keen on Lion for a while.

Finally got some movement. We have a long way to go for a lot of us. Bravo to those that had the nerve to jump in at the bottom.

I agree. I believe they will hold it for the next six months. However if monies was being held in fixed interest rate accounts any new ones will not be anywhere as good as they were a year ago. As long as Lio can maintain the dividends , as an investment at 8% is a no brainer. When this fact starts to get back on peoples radar AuM will grow quite significantly. Lets face it making a pacive income has always and still is the to go to investment. It is only because they are so out of favour. Look at Banks. they were in the doldrums and when everyone realised the value they took off. Fingers crossed the same will happen here.

Boy do I want to average down.I have set myself new rules and I am having to stick to them.

BofE meet in Feb to decide on interest rates. Another drop can only help here

Liontrust waiting for an inflow catalyst, says Peel Hunt

Liontrust Asset Management shares have suffered in recent months and now yielding 8% but the key to a turnaround will be an uptick in flows, says Peel Hunt.

Analyst Stuart Duncan retained his ‘buy’ recommendation and target price of 400p on the investment group, which was trading up 1%, or 2.5p, at 249p after a third quarter assets under management (AUM) update.

AUM fell 3% in the quarter to £21.5m with positive market movements partly offsetting further net outflows. Outflows topped £1bn but the figure was still an improvement on previous quarters, and the group won a £330m institutional mandate in the period.

‘Liontrust shares have been weak in recent months, falling by 20% and leaving the shares trading on a December 2026 enterprise value/Ebit of 3 times,’ said Duncan.

‘The yield on the rebased dividend is now 8%. We remain at ‘buy’ with a 400p target price, but as with the rest of the sector, the key catalyst remains a more positive flow environment.’

Stevie thanks for your concerns. I am still holding and will not knee jerk due to a broker .

Some biggish trades going through first thing. I really hope I haven't given this the kiss of death. After a lot of research I have found out that Lion has moved away from thePrivate Investors and moved to Institutional investors, and this will take time toes the turnaround.All of this stuff is completely out of my league but I do Know that the board are now seriously underwater . If outflows have stopped or even gone up then that will really help us. Hold for the next update or get out now. Tough decisions.

Who would bid?

What I think is far more significant is BoA taking a good chunk. They obviously think there is a future. Geo politics once again effecting this sector.

I do find the fact that Morgan has held the shorts and this broker down grade come sout just before dividend payment day.

When inflows of funds return which I hope is sooner rather than later. this will re rate very quickly. With the increase in capital gains tax surely the smart money will start moving back to active funds with the tax advantages

At least the volume going through is significantly higher than it has been for a while.

(Alliance News) - DEUTSCHE BANK RESEARCH CUTS LIONTRUST ASSET MANAGEMENT TO 'SELL' (HOLD) - PRICE TARGET 175 (250) PENCE

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Stevie it is on the rns on sharescope. On a plus the buy orders are double the sells on level 2

Down on broker down grade. If this was such a bad company has Bank of America got a 3.69% stake in Liontrust Asset .

At this price we are ripe for a hostile takeover

Thanks. I thought I was right. I am little surprised that the shorts haven't reduced. They must think that it was worth holding for a further drop.

Now intrest rates have dropped bellow 4% and all the extra taxes one would think that the funds would start coming back for some long term gains.

Some good news would be most welcome.

Am I right, if the shorters are holding on the day of the Dividend they too have to pay the 7p. If so where does it go?