IPX.L Impax Asset Management Group Plc Loading... : Investor Sentiment and Bull/Bear Views
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17:53
Feb 24
Feb 24
Deep-value IPX long; mean reversion to £3–£5, 8% dividend
Author argues Impax Asset Management (LSE: IPX) is a classic deep-value long at £1.4, trading under 3 EV/EBITDA, about 9x trailing P/E, debt-free with 35% of market cap in cash and a 13% FCF yield. The causal mechanism is mean reversion: the stock is priced for terminal decline after a 90% fall and 41% AUM decline, while management diversifies into fixed income, hires business development, launches a US ETF (BLDX), and uses AI to restore 30%+ EBITDA margins. Catalysts include supportive ESG/institutional allocation research, market broadening away from Mag 7, active fund flow recovery, and a potential re-rating back to £3–£5 in coming years, plus an 8% covered dividend. Main stated risk is market skepticism that Impax can stem AUM bleeding and grow assets again after the ESG bubble deflation and three years of flagship underperformance versus Mag 7-dominated indices.
HIGH
About IPX.L Investor Commentary
Across the available history and selected sources, Buzzberg tracks IPX.L (Impax Asset Management Group Plc) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/Artistic_Item_5710.