||ORD 14 51/116P
||EPS - Basic
||Market Cap (m)
Reed Elsevier Share Discussion Threads
Showing 201 to 218 of 225 messages
|and a lot of debt topvest
BMY better value|
|I've sold all of mine today at a very good profit. Looks pricy on a P/E of 20 and 2% yield. It is a quality business...that there is no doubt! However, for a business that has -0.3% / annum revenue growth over the last 6-8 years, they are hardly what you might call a growth stock. No revenue growth over the medium term is an automatic fail on my stock selection criteria. If a business can't grow the top-line it is hardly a great stock to be in and is quite obviously in decline/running fast to stand still.|
|Still couldn't get away early as had to issue correction!|
|Early with today's RNS re share buy back staff must be off early!|
|looks very cheap here if REL hits the tgt 1.25e EPS.
Trading on PE x12 for dept free company, which is is highly cash generative with some quality metrics
ROC = 64%
ROE = 42%
Op Margin = 24%
Am I missing something ?
top line growth, through acquisitions...
2014 Rev 3.1e billion
2015 Rev 8.5e billion|
|Any thoughts please why forecast PBT for 2015 jumps to c£1.7bn compared to them achieving only £650m in 2014? Seems like a massive leap! Any particular reason why? Thanks|
|Very quiet here..|
Technicaly looking very bullish here the chart......|
|21 May Reed Elsevier PLC REL Deutsche Bank Buy 0.00 767.50 790.00 820.00 Reiterates
SP Target 820p.|
|You mean 800p?|
SP broken through ceiling of a downward trend channel looks very positive for the future, Targeting 300p as first point of call in the turnaround here.|
|Anyone when are full year results being reported?
Thanks in advance|
|Key Calls - Europe Nick Nelson............................ +44-20-756 81960
C.hanges to Key Calls
Add Reed Elsevier NV
We add Reed Elsevier NV to the European Key Call list. We believe that there are now clearer
signs that the transformation underway at Reed Elsevier in recent years should allow it to
deliver higher quality, resilient revenue, earnings and cash flow growth. In essence, the steps
taken by senior management (be they restructuring or investment) are starting to deliver returns
in terms of performance, and this should lead to greater returns for investors. In our view, this
accelerating growth, and these improving returns, should justify a substantially higher valuation
than the company currently attracts. We believe both the plc and NV lines offer scope for
substantial outperformance, but we would advocate the NV over the plc, given the plc's
p.remium to NV is near all-time highs at 11%. Cash returns potential 7-8% annual cash yield
Management recently announced that the proceeds from the Reed Business Information (RBI)
disposals would be used for share buybacks providing an indication of its likely strategy to
maintain group leverage when it falls below 1.5x from 2013. Re-levering to that level in 2014
could add c9% to long-term earnings, or it could be maintained through smaller annual
buybacks of £400-500m (3-4% of equity, a total 7-8% cash yield). For further details please see
".Reed Elsevier: Delivering returns" Alastair Reid, 6 September 2012.|
|Joined you guys. Looks like the
breakout is established.
Some recent positive broker upgrades aswel.|
|LONDON (SHARECAST) - Nomura has reiterated its buy recommendation and 668p target for business information solutions provider Reed Elsevier, saying that the group's full-year results were "reassuring".
The firm said that underlying sales growth was 2% in 2011, 3% excluding biennial cycling, compared with Nomura's 1.1% forecast.
"The main differences were in Risk where growth was 4% vs. our 2.9% forecast and Exhibitions where growth was flat versus our -2% forecast," the broker said.
"For 2012, the company expects continued growth in organic revenue. Consensus is around 2-2.5% and our current 1.3% estimate looks a touch conservative."|