piw
03 May 2019
Video interview with Gervais Williams If you follow MGR you might be interested in this investor interview with Gervais - how he got into fund management, who’s influenced his style, the macro picture, how he’s positioned and much more. piworld.co.uk Gervais Williams investor interview Senior Executive Director, Miton Group plc Gervais talks to piworld about his background, who influenced his investing style, the macro themes, liquidity, the ou Plus lots more investor interviews here: [link]
piw
18 Mar 2019
MGR FY18 results overview by David Barron, CEO MGR results overview by CEO, David Barron. piworld.co.uk Miton Group (MGR) 2018 full year results David Barron, CEO, gives an overview of the Group's 2018 full year results. Miton Group plc is an investment management company. The Company provides fund manage Great set of results.
Genuine_Impact
17 Dec 2018
Slice and dice markets through stock factor lens – what good companies stand out? If you slice and dice the UK equity market now into 3 simple stock factors: quality, value and momentum, how will the market look like in that perspective? What stocks will stand out, fundamentally, without getting distracted by all these headline Brexit noises. This is what matters to long term stock picking, rather than headlines dominated by political mess. Here is my first attempt. 5 stocks stand out overall of all the 3 factors. They are Plus500, Genel, TCS Group, EI Group and Paragon Banking. They appear to score the highest sum of quality of companies, stock valuations and the operating momentum of the businesses. If you care just about quality, be it returns, profitability or balance sheet strength, these 5 companies appear to be highest scorers: Amigo, Miton, CentralNic, Plus500 and Judges Scientific. What about value factor, defined by any of the P/E, P/B, FCF yield? 5 winners are: Genel, Eland Oil & Gas, Gulf Keystone, Plus500 and Ophir. Apparently, energy stocks dominate in the value hunting land. Finally, if one just cares about operating momentum, which is the positive surprise to consensus of sell side, what we have on top 5 are: Carr’s, Elektron, Diploma, Hikma and BTG. Quite a diverse set of sectors as you can see. Plenty of stocks from different sectors, all with unique drivers of their own. Does politics matter? Perhaps it does to politicians. Not necessarily though, to the real stock pickers. Thoughts?
piw
24 Sep 2018
MGR H1 results overview by David Barron CEO Miton (MGR). Good H1 results today, Assets under Management +30.7%, adj PTP +51.7% and net cash up +15.4%. Here’s David Barron, CEO talking through the results, and how they’ve achieved them. piworld.co.uk Miton Group (MGR) H1 results summary – September 2018 David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018. Miton Group plc is an investment management company. The Company provi Financial highlights – 00:21 Growth drivers – 01:14 The outlook – 02:17
piw
20 Apr 2018
Video: MGR Ch Exec inv pres 16.4.18 Miton Group (MGR) presented by David Barron, Chief Executivec. 30 mins[link] by Gareth Evans, Progressive Equity Research – 0:18About Miton Group plc - 01:42Differentiation from peers – 03:30Year end AuM by strategy – 04:23Net flows by quarter – 06:352017 results highlights - 07:142017 results KPIs - 08:332017 financials – 11
5Outlook - 13:20Summary – 20:20Q&A – 21:35
Roger Baron
26 Mar 2018
Re: Article from Fool Not sure why he thinks it is "definitely worthy of attention from those with a fairly high tolerance for volatility and capital risk". Always thought it was relatively safe at the price it has been. It could be viewed that buying shares in any fund manager is risky, as there fortunes are doubly connected to the stockmarket - however 2 of Miton's funds are particularly defensive and are more likely to attract money if markets get jittery. IMHO. DYOR.
Gunnergadin
26 Mar 2018
Article from Fool [link]
II Editor
23 Mar 2018
NEW ARTICLE: Stockwatch: Upside potential and meaningful yield "Does a 31.6% hike in assets under management to £3.8 billion improve prospects for fund manager LSE:MGR:Miton, or perhaps reflect a late-stage bull market given its small-cap equity orientation?The latter could be liable to destabilise as demand ..."[link]
Gunnergadin
09 Mar 2018
Results out on 19/03/2018 With the assets under management ahead of expectations, a third of the market capital in cash and a prospective dividend yield of nearly four per cent, this one looks like it has flown under the radar.Topped up prior to the results.
piw
03 Nov 2017
Video: MGR fund manager - Gervais Williams Here's the presentation by Gervais Williams, given on 25.10.17.A great insight to his view of the current market, asset mis-allocation, flat production, changing social and political attitudes, along with the opportunities for the investor.He goes on to talk about Miton Group, their fund strategies and their latest results.[link] interesting watching - about 30 mins.
II Editor
16 Mar 2017
NEW ARTICLE: Miton's share price 'will go up' "Shaken by the loss of two star fund managers in April, investment firm LSE:MGR:Miton looks to have weathered the storm judging by full-year results Thursday. Its shares responded well, having doubled since the Brexit crash and now trading at ..."[link]
NewM0ney
30 Sep 2016
Peel Hunt ‘buyÂ’ recommendation with 42p target From citywire.co.uk Miton Group regains momentumFund group Miton (MGRM) struggled in the first half of the year but momentum is returning as rising equity markets stem outflows.Peel Hunt analyst Stuart Duncan retained his ‘buy’ recommendation and target price of 42p on the shares, which jumped 8.1% to 28.7p yesterday.‘The first half of 2016 was a difficult period for Miton given the outflows suffered from a key fund,’ he said.‘However, there is evidence that momentum is now returning to the business and we expect earnings growth in full-year 2017 despite the headwinds faced.’He noted the asset increase to £2.7 billion at the end of August - slightly higher than expected - ‘helped by rising equity markets and more modest outflows’.‘Although the first half of the year has highlighted the risks for smaller fund managers, Miton has an attractive range of products that have potential to deliver inflows and the balance sheet to support future growth initiative,’ said Duncan.Source: [link]
II Editor
27 Jan 2015
NEW ARTICLE: Stockwatch: A geared play to follow "Miton Group (MGR), a mainly "retail" asset manager, is an interesting recovery play with lessons about the mercurial nature of fund management. Its AIM-listed shares have plunged from about 50p a year ago, recently as low as 19p, after the ..."[link]
