Member Info for PanamaPete

I think this will be sold to PE for a few pence imho (dyor).

I think PHNX is paying around 8% at its current sp iro 650p.

Diluted eps 56.8p so looking forward 50% would be paid as dividends equates to iro 7% yield at 410p but share buybacks will increase eps. A sustainable policy & hopefully welcomed by all.

AuMA steady.

“… Full year dividend for the financial year ended 31 March 2025 maintained at 72p”

Except the £365k buy was the UT trade & not a sole investor.

Perhaps those options include a share buy-back program.

“…..the Board are considering all strategic options to deliver value for all shareholders in an effective and efficient manner."

I didn’t expect such a strong reversal yesterday so looking like 400p could be hit next week. If they pay the 50p dividend that would take the total to 72p. I’m guessing some short positions were closing ahead of the trading update which could indicate all is not as bad as some may fear. GLA

Accumulating at these prices. Shorts taking advantage of poor sentiment but they won't want to pay the dividend so think this has got to break to the upside again. GLA

Trimming now & taking some profit from 777p as overweight but expecting a slow rise in coming weeks albeit with some volatility..

Unlikely to sell more unless it goes over 950p.

Dividend re-investors soon as payment end of the month.

"Deutsche Bank raises Liontrust Asset Management price target to 400 (360) pence - 'hold'"

Decent recovery.

More people have strokes on golf courses than anywhere else.

Hoping LIO have done well on their Spectris (SXS) holding which has jumped on a possible offer.

Accumulating again.

Added at 777p

Divi maintained & covered.

"1.58 pence per Ordinary Share, covered by net operational cash received from investments"

I'll accumulate again under 850p, I'm not greedy.

I thought the last trading update, despite the outflows, was quite positive & did indicate a clear strategy & direction. Every time I read it, I feel more positive for LIO SP but I could be wrong of course but not forgetting Director purchases at 400p.

23p sell off prior to ex-divdend tomorrow in hope of a further 23p drop tomorrow.