Euromoney Institutional ... Share Discussion Threads

[allonblack] 24/6/2022 07:01

This has been the quietest board in 2022 and the most profitable. Have sold out.

[allonblack] 19/6/2022 13:11

https://www.thisismoney.co.uk/money/markets/article-10930293/Private-equity-firms-considering-1-6bn-swoop-Euromoney.html

[allonblack] 13/6/2022 08:23

This company is on fire. Rev growth will be well above inflation for years and putting the cashflow on 15-20x gets you £15-20. Wouldnt be surprised if a cheeky bid coming at £14.

[km18] 08/6/2022 16:28

...from last month...

Euromoney Institutional Investor PLC (ERM) the global B2B information-services provider, announced HY results for the six months to 31 March 2022 in late May. As CEO Andrew Rashbass noted, “Our strong first half performance provides clear evidence that we are moving at pace to being a fast-growing, high-margin, 3.0, information-services subscription business.” Revenues were up 19% to £184.6m, adjusted operating profit up 16% to £40.2m, adjusted EPS was up 8% to 26.6p. Valuation is unhelpful with forward PE ratio over 17x, PS over 3.2x, but the share price has some near term momentum and is in the process of testing 2 year highs. Management also indicagted that they are expecting significant revenue and margin growth to 2025. The company’s 3.0 strategy is expected to deliver high single to double-digit underlying revenue CAGR from FY 2022 to 2025 and a significant improvement in adjusted operating profit margin to the mid to high twenties by 2025 Valuation is the main cloud, but the share is certainly worth monitoring for now...

...from WealthOracleAM

https://wealthoracle.co.uk/detailed-result-full/ERM/469

[allonblack] 19/5/2022 06:31

Great results. Will be 20 eventually

[allonblack] 02/3/2022 15:17

Great numbers from Ascential today but the narrative on the this stock is the same (subscription model, 3.0 model, some events exposure) yet it trades at a massive discount? At some point this stock will re rate massively imo

[newbold120] 01/2/2022 21:17

Interesting pdmr announcements

[its the oxman] 27/1/2022 12:24

Yes an undiscovered gem of a stock. Plenty of upside when people catch on.

[allonblack] 27/1/2022 09:01

Great results. Eps of 100p not too far off imo. Will be the go to for lithium battery pricing and supply chain info. Also every board room and family office will need their products which will make asset management an easier cross sell. This stock used to trade at £17 and its in far better shape now.

[allonblack] 06/1/2022 10:30

Another post casedemic bid target

[its the oxman] 23/12/2021 10:13

Bought back in today having got lucky selling out near 1100p before the falls. Looks heavily overdone and forgotten by the market. But trading is improving so Jan trading statement could change that - I hope.

[allonblack] 23/11/2021 22:05

Last chance for anyone out there to buy a bargain. Headed much much higher imo

[allonblack] 18/11/2021 11:58

Its pretty clear to me this share could double over the next few years. Big changes are happening. Higher subscription revs, more virtual events at higher margin and the growth in wealth management 3.0 will be a big, under appreciated, turn around for them imo.

[allonblack] 17/11/2021 10:54

Reults tomorrow and I can only see increasing demand for input pricing in an inflationary environment. Should be bullish.

[allonblack] 01/10/2021 06:24

Looks like a good update

[its the oxman] 26/8/2021 14:02

Lets hope so, getting back near 1100p at last. Recovery has been slow here but going the right way at least.

[allonblack] 23/8/2021 13:12

Like the etfs they are launching. Its a good biz and could turn asset management back into a growth segment for them.

[allonblack] 29/7/2021 08:21

It looks like the Relsci acquisition is another example of a clever bolt on. This biz is emerging as a go to info provider for family offices, hedgies and wealth managers. You might not want Ned Davis research on its own but its value to you grows if there is people intelligence software too for example.

[allonblack] 28/7/2021 08:42

Back in here again. Its been a slow turn around but looks to have finally turned the corner and could be very cheap.

[its the oxman] 23/3/2021 16:03

Added a few , could easily spike up toward 1100p on any economic opening up moves.

[its the oxman] 15/3/2021 12:12

No love for euromoney as a recovery play , back dow to 945p.

[glengad investor] 11/2/2021 12:59

Hey guys I have recently released a video where I look at the fundamentals of ERM in order to decide if they fall within the limits of what I want in a company to invest in.Video here:https://youtu.be/JsQwYfGB_WMIf you like what I had to say or disagree with my thoughts I would love to hear your opinions so please leave them in the comments section of the video.

[its the oxman] 07/2/2020 23:18

Could be worth a punt c.1200p