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T&F Informa Share Discussion Threads
Showing 51 to 74 of 75 messages
|whats the new ticker ,anybody ? TIA|
|Fidelity previous notification was June and 3.99% so that is an increase. L & G notified October 2004 at 5.96% and Standard Life notified on 8th August at 5.29% (previously 4.31%) so it looks positive for institutional support.|
|So, 5% for fidelity and 8% for L&G, are those increases?|
|Bomb blasts not good for sentiment in arranging seminars and conferences. Price likely to drift for a while|
|Price drifting as some people sell their rights. This could go on for a week or two.|
The graphs all look very good. There is clearly some degree of confidence out there judging by todays movements - looked a bit flaky in the middle of the day, but finished well. Will be interesting to see what happens next week.|
|This share only seems to move around acquisitions or results and drifts in between. The combined company should do well as long as the world economy remains stable at worst. With a bigger proportion of the group in cyclical businesses it will be more volatile than historically. Having said that it is up today on the adjusted price.|
|Anyone still here?
Did this become a buy today? Can we expect the excelent performance of the new group to continue over the coming year?|
|Well, it looks as though fears over deals drying up were overdone. This looks good but you wonder why there is the need for the rights issue to be so heavily discounted. One more deal of this size will put them firmly in the FTSE 100.|
Do you have any idea of their strategy to replace DS with an industry heavyweight to continue acquisitions ?|
|I can confirm that the reason for D.Smith's departure is correct|
|It would appear that 2 close members of DS's family have died recently and that is the reason for wanting a quieter life. Fact remains that the driver of the deals has gone and this may hamper growth for a while until somebody takes up the baton in this area|
|Good results and positive view forwards but a bit of a blow that David Smith has resigned "due to personal circumstances". He was the main deal maker for the group and it will be interesting to see who will fullfil that role now. Somebody dumped 600k shares on the news, which has knocked the price, and others may follow|
|Following Reed Elsevier's results today, the shares are testing new highs. Reed's results are a bit of a relief for the market as the $ effect has not been as damaging as expected and the view forward is quite bullish. TFI's results should be equally re-assuring.|
|Price now ticking up nicely towards the results. T & F were always conservative when preparing market expectations before the results and currency exposure has always been carefully managed. As Tony Foye is still FD we can expect that to have continued. The results, I guess, will be at least up to market expectations and the statement, given the pre-close comments, should also be positive going forward. T & F price always followed this pattern of languishing in the months before announcement of figures and then rising in the days/weeks immediately before the day. I don't think we will be disappointed|
|Thanks for the posts Kenmill - I did have a look around for any news that might be underpinning the recent strength. Didn't come up with anything so regard your various suggestions as as plausible as anything else I have seen. This is actually quite unsettling - obviously a lot better than watching a price slide and not know what is going on but just as uncomfortable.
The other observation I would make is that TFI has performed pretty much in line with the media and entertainment sector over the last three months. A sharp underperformance in Nov/Dec has been recovered since then. For this reason, absent any other information, I have some grounds for confidence that it isn't racing ahead of itself into an unsupported price range. (I can't say ant stronger than 'some grounds' though.)|
|movement obviously just normal trading as price has recovered - testing 403p high soon. Latest rumour is a tie-up with Springer which would also put them in the FTSE 100. Let's hope whichever deal is done is done at the right price.|
|4% drop over the last 2 days has co-incided with the rumour from Numis that TFI are to merge with Springer, making the combined company No. 2 publisher and placing them in the FTSE 100. I am not quite sure why this should be considered a reason to sell. Any ideas ?|
|Price steadily ticking up. 2005 could see another deal done. Cinven/candover are talking about a float of ex Volters Klewer sub and ex Bertelsman sub by 2007 but no doubt would consider other options. A deal with TFI would catapult the enlarged group into the FTSE 100. Very tempting for everyone concerned. If not the above, there are plenty of bolt-ons that would be earnings enhancing from day 1. Meanwhile the results are assured not to be negative after the pre close trading statement. Good reason to hold and little reason to sell.|
|Extract from ADVFN daily briefing
A reassuring trading statement lifted marketing group Informa Group 21-1/4 at 390 prompting Bridgewell Securities to reiterate its 'overweight' rating on the stock.
In response, Bridgewell reiterated its adjusted pretax profit forecast for the year to December of 90.3 mln stg and its EPS estimate of 22 pence.|
|I'm just as tight. Obviously it is institutional buying. Fidelity sold some a while ago which probably influenced the drop. Others may be filling the gap. I don't know the Informa history but T & F were not widely known in the city and have not been public that long. It may be new converts to the fold and the realisation that all this talk of free access to scientific information is not going to wipe out the likes of Reed Elsevier and T & F Informa overnight.|
|Agreed Kenmill - comforting pre-close announcement.
I don't have access to any sophisticated information on trades (too tight to pay for it!) - however volume is higher today than at any time since the merger.|
|The pre close announcement today should have allayed fears about the $ wiping out growth. Pretty bullish about 2005 and everything in line with expectations. Nice bounce today after yesterday's drop.|
|The sharp movement last week was after Reed Elsevier announced that they were expecting all their growth this year to be wiped out by the fall in the $. There was also a half page article in the FT regarding the free access to research. No reason to buy and reason to sell|