Damp Seaweed
23 Jun 2016
Re: ADN share buy You should never regret taking a profit. I never get the best price and nearly always sell to early, but I very rarely get it completely wrong. And I'm going to be around for the next opportunity.
Eraserhead_101
22 Jun 2016
Re: ADN share buy You will regret if we remain in EU on Friday but will count your lucky stars if we Brexit. I am going to sit it out and have been buying heavily in ADN recently.
Damp Seaweed
21 Jun 2016
Re: ADN share buy Real share purchase at 250p======Sold by limit @290
Damp Seaweed
14 Jun 2016
Re: ADN share buy Real share purchase at 250pGood level for long term value IMHO
II Editor
07 Jun 2016
NEW ARTICLE: Bear cycle for this share could end in days "Aberdeen Asset Management (LSE:ADN)LSE:ADN:Aberdeen Asset Management looks slightly interesting in the weeks ahead as the price needs only to close above 292p to tick the first box for some growth. As the blue downtrend since 2015 hints, the ..."[link]
II Editor
07 Jun 2016
NEW ARTICLE: Trends and Targets for 7/06/2016 "ABERDEEN ASSET MANAGEMENT (LSE:ADN). This is looking slightly interesting in the weeks ahead as the price need only close above 292p to tick the first box for some growth. As the BLUE downtrend since 2015 hints, at present the share price ..."[link]
Hardboy
22 May 2016
Re: Aberdeen staying Independent Watched it on Bloomberg.I do like Martin Gilbert.He always seems incredibly laid back; and patient, and comes across as a nice guy. But he does give one confidence that he is on top of his business and knows what his is doing.
nk1999
22 May 2016
Re: Aberdeen staying Independent Martin Gilbert: Aberdeen Asset Management has had bid interest from ‘a lot of people’: Shares in Aberdeen Asset Management have risen 2% after Chief Executive Martin Gilbert said lots of people had expressed an interest in buying the fund management in comments that could fuel bid speculation.
mutandis13
20 May 2016
Aberdeen staying Independent Worth a read and a listen:[link]
soi
20 May 2016
Re: ADN share buy/SB long "264.76 long add."HiClosed this @ 278.76 for + 14 + 9 divi credit.I have also sold one of my 2 share tranches, buy was 272, sold today at 280.02 for a modest profit plus the divi to come.Plan on holding other tranche.I`m positive on ADN, just decided to lighten on what has been a strong rise.I saw a brief excerpt of an interview with the ADN CEO on Bloomberg Asia, think it is being aired in full over the week end.Interesting that he stated that ADN had numerous buy approaches, these were turned down as he regards it as good business and wants to remain independent.He came across as very confident.GL All and enjoy your week end.soi
soi
04 May 2016
Re: ADN share buy/SB long Hi264.76 long add.It usually goes down after I enter long so probably a better price around the corner.( I`ve other longs from higher )Seems decent value in fairness, markets down hard, dragging everythingATBsoi
Omaha man
04 May 2016
Re: HL view Two broker reports which classically tell us nothing of significance.
nk1999
03 May 2016
HL view "Our view:Aberdeen are testing investors' and clients' patience at the moment. Having prospered from strength in Asia and Emerging Markets when those regions were ablaze, Aberdeen is now suffering as investors shy away from these regions.Fund outflows are part and parcel of asset management, from time to time. Nothing is fashionable for ever. Aberdeen's particular problem at the moment is that their broader investment style, of investing long term, with a focus on high quality stocks, chosen with a Value bias, has been out of kilter with current market trends.The Aberdeen investment process has worked well, for most of the time since the early nineteen nineties when it was first formulated, and we have a lot of sympathy with it. But in the meantime, funds have been lagging their benchmarks and assets are walking out of the door.Aberdeen's process is designed to avoid the star fund manager culture, and reduce their vulnerability to talent defecting to rivals with bigger cheque books. The group is geographically diverse and increasingly spread across multiple asset classes.At the time of writing the stock has a historic yield of 7% which is well above the market average. Normally a yield of that magnitude implies that the dividend may be cut. So far, the company has given no such indication, and just announced an unchanged interim payout. But dividend cover is getting thinner, as forecasts are pared back; that process can only go so far.With AuM of £293bn, Aberdeen is big, but not a giant. M&A is likely to be a big part of its future, for it is in the category of "buy, or be bought". If the share price continues to weaken, Aberdeen will be well aware that they themselves could start to appear on the radar screens of the industry's largest players."nk
nk1999
03 May 2016
Numis From ADVFN:"Aberdeen Asset Management's shares slumped on Tuesday as Numis downgraded the stock to 'hold' from 'add' after the company reported a drop in first half profit.In the six months to the end of March, underlying pre-tax profit fell 40% to £162.9m, as net revenue declined 20% to £483.6m.Assets under management dropped to £292.8bn from £330.6bn the year before, and the company kept its interim dividend per share unchanged at 7.5p.Numis said it was "an all-round bad set of results", with AUM 2% lower than expected.On Aberdeen's £70m cost saving programme, Numis said: "Whilst significant vs. run rate costs of around £655m and earnings before interest and tax around £310m, it is unclear how much of this is real cost take out versus expected variable cost reduction on lower revenues and versus previously announced cost saving initiatives."The only positive we could take away from these results is that it appears that emerging market related flows improved or got no worse than prior quarters. We downgrade our recommendation from 'add' to 'hold' reflecting these weak results and further significant re-rating."Numis said in the short-term the group remains very much exposed to emerging markets so the broker would prefer to wait for a more attractive entry point.In the long term, Numis believes Aberdeen can achieve growth in other areas and can make further cost-cutting motivated acquisitions. The analyst left the target at 295p."SP down 27p today to 271.6p
Hardboy
03 May 2016
Re: Interims I watched the Bloomberg interview with Martin Gilbert this morning. I must say he seems incredibly relaxed about everything.
