Experian Share Discussion Threads

[donutulike] 04/2/2009 10:18

Natural fall back.

This is when the scared/untrusting get caught out.

[donutulike] 04/2/2009 10:04

There'll come a time rather soon when 450p forms support rather than resistance.

[donutulike] 04/2/2009 09:53

Agreed. Pointless baling out at 450p as 500p around the corner.

[imperial3] 04/2/2009 08:52

Creeping up.A few pence every day will do me fine!!

[imperial3] 03/2/2009 16:46

It is right to assume more opportunity will be thrown up because of the credit crunch.Now,more than ever,credit risk will be scrutinised not only for individuals,but for companies,in this harsh economic climate.EXPN can only benefit from this.

[donutulike] 03/2/2009 16:24

I don't see 450p as anything more than a number on the way to the real first target - 500p.

But nice to see a bit of intelligent money coming in on fundamentals.

[donutulike] 03/2/2009 12:13

Seeking new profit opportunities in the Credit Crunch, uniquely well-placed to capitalise on the new reality

[donutulike] 03/2/2009 10:03

Solid when all around are losing their heads, that cash conversion rate of 95% takes some beating

[donutulike] 02/2/2009 15:50

Don't think the supermarkets have cash conversion rate of 95% like EXPN lol

[donutulike] 02/2/2009 10:08

Preliminary results for the year ended 31 March 2008

21 May 2008

Highlights

Good revenue, profit and cash performance against a backdrop of difficult market conditions.
Total revenue growth of 18% at actual exchange rates to US$4.1bn. Revenue from continuing activities up 14% at constant exchange rates to US$4.1bn. Organic revenue growth of 4%.
Total EBIT growth of 15% at actual exchange rates to US$945m. Continuing EBIT up 13% at constant exchange rates.
EBIT margin of 21.8% from continuing activities, excluding FARES contribution, in line with prior year (2007: 21.9%) during period of investment.
Profit before tax of US$549m. Benchmark profit before tax of US$819m.
Basic EPS of 43.3 US cents. Benchmark EPS of 60.3 US cents.
Swift action to improve efficiency and reduce costs, with annualised cost savings target raised to US$110m from US$80m.
Strong contribution from strategically important expansion into Brazil via Serasa, on plan for revenue, ahead on EBIT.
Excellent cash conversion of 95%.
Net debt of US$2.7bn after funding acquisitions of US$1.7bn, mainly Serasa and Hitwise.
Second dividend of 12.0 US cents per share, to give full year dividend of 18.5 US cents per share, up 9%.

[donutulike] 02/2/2009 10:07

Half-yearly results for the six months to 30 September 2008

19 November 2008

Highlights

Good revenue, profit and cash flow progress, reflecting balance and diversity of the Group.


Total revenue growth of 13% at actual exchange rates to US$2,017m. Revenue from continuing activities up 11% at constant exchange rates to US$1,987m. Organic revenue growth of 3%.


Total EBIT growth of 8% at actual exchange rates to US$476m. Continuing EBIT up 8% at constant exchange rates.


EBIT margin of 22.8% from continuing activities (2007: 23.0%), excluding FARES contribution.


Profit before tax of US$318m. Benchmark profit before tax of US$416m, up 9%.


Basic EPS of 25.5 US cents. Benchmark EPS growth of 8% to 30.7 US cents.


Strong cash conversion of 83%, in traditionally weaker half of year.


Strong performances in Latin America, Consumer Direct and Decision Analytics offset market challenges in US and UK Credit Services.


Cost efficiencies ahead of schedule with US$29m contribution in the half. Additional savings identified; target raised to US$130m annualised.


First interim dividend increased by 4% to 6.75 US cents per share.

[donutulike] 02/2/2009 10:06

Getting reinvested/ paying back the debt used for acquisitions.

[imperial3] 02/2/2009 09:50

Cash generation,better than supermarkets?!If this is the case,why do we not receive a higher dividend?

[donutulike] 02/2/2009 09:40

Bodes well for the recovery, when I think a doubling from here is perfectly possible on takeover rumours within 12 months.

Throws out cash like billyo, cash conversion better than virtually every other FTSE100 co

[imperial3] 02/2/2009 08:48

Relative to the Footsie 100,this seems to doing quite well.

[donutulike] 30/1/2009 11:28

EXPN benefits from sterling's weakness but reports in both USD & GBP AFAIR, quarterlies are in GBP so are currently flattered but EXPN always puts in organic too

[imperial3] 30/1/2009 11:22

donutulike.
Thanks for the info.No doubt,this company benefits,from Sterling's weakness.Am I right?

[donutulike] 30/1/2009 11:13

Experian spurred by $3bn bid for US peer
Independent, The (London) , May 18, 2007 by Andrew Dewson
Email Print
The private equity feeding frenzy rumbles on and yesterday's $3bn ([pound]1.5bn) bid for the US consumer credit group Acxiom got tongues wagging about Experian Group, 22.5p better at 598.5p.

Acxiom, Silver Lake and ValueAct Capital are not exactly household names in the UK, but the price tag has positive implications for Experian, which had several approaches from private equity prior to being spun out of GUS in October. Although Experian has itself been making acquisitions recently, the word is that another strong set of numbers next week could see it back in the frame for another buyout proposition.

[donutulike] 30/1/2009 11:11

May 18, 2007

Experian lifted by takeover of US marketing data rival
Large capsBryce Elder
Experian led blue-chip shares higher in reaction to the third private equity deal in its field in just over a month.

Acxiom, an American rival in the marketing data industry, accepted a $3 billion (£1.5 billion) takeover bid from Valueact Capital, a hedge fund, and Silver Lake, a buyout group. The move came after private equity deals last month for Veda Advantage, Australia's leading credit checking agency, and First Data Corporation, a credit card transaction processor,

The Acxiom deal added to speculation that buyout funds may revisit their interest in Experian, having been spurned last year before the agency's demerger from GUS. Experian shares closed up 22½p ahead of its full-year results on Wednesday.

[donutulike] 30/1/2009 11:10

Two of their oppos got taken out in the last 2 years on 20x multiple. Reasonably good chance, there are recurring takeover rumours from time to time.

[imperial3] 30/1/2009 10:37

What are the chances of this being taken over by the Americans?

[donutulike] 30/1/2009 08:16

GL, V - EXPN short for Exponential Increase Expected

[volsung] 29/1/2009 10:58

I think these will go up so I have bought some. But they might go down so nobody buy just because I have.

[donutulike] 29/1/2009 10:29

500p first target, you can forget 450p it's in the bag