Experian Share Discussion Threads

[imperial3] 06/4/2009 15:54

How come the sudden reversal?

[volsung] 06/4/2009 12:08

I like these

[imperial3] 06/4/2009 10:23

Encouraging progress here.

[donutulike] 06/4/2009 06:27

Particularly galling for the UK tax authorities is the current trend among companies to vote with their feet and re-domicile elsewhere in the face of attempts to tax profits that have been earned overseas. Ireland has been the favoured destination for companies which fear that changes to corporate tax rules could see their overseas profits decimated by the British tax authorities. WPP, United Business Media and Experian among others have over the past year all upped sticks and moved to Dublin, where the tax environment is for the moment more conducive.



I wonder how much the tax rate will be reduced for EXPN this year?

[donutulike] 03/4/2009 12:52

600p here we come

[imperial3] 03/4/2009 11:56

Hope the momentum can be maintained

[nscap] 02/4/2009 17:12

in which case I apologise for the sarcasm jonny

[donutulike] 02/4/2009 13:02

500p is only a chance to water the horses: onwards and upwards after the results.

[jonny33] 02/4/2009 12:37

NSCap sorry I didn't respond immediately I've been in a meeting this morning. I'm glad you have shared the calculations normally you get rampers on here throwing in prices you have wonder if there is any substance behind what appears to be a stab in the dark....glad your not one of those.

[donutulike] 02/4/2009 12:16

About time, but never doubted them. Good businesses to be in, will still be around in 50 years time charging a decent margin on everything they do.

[nscap] 02/4/2009 10:05

No answer from Jonny....?

Here comes 635 :)

[donutulike] 02/4/2009 08:45

500p next stop

[imperial3] 02/4/2009 08:18

Rerating due??

[nscap] 01/4/2009 22:23

Jonny33

Off the top of my head now as I'm out the office...

Current eps with fx factor = 30p with an approximate multiplication of 14x earnings.
Broker forcast $4.03b in sales justifying an approximate 40p (fx factored) in eps. With brazil in the loop and no immediate reports on capex problems I estimate the higher of broker figures of around 60c which is around 45p taking it to around $4.4b.

That's neither here or there, but the above consensus places a lower value on the companay at only 10x earnings and thus in order to satisfy a current day value on "new EPS" the price must rise to 635p in order for it to be valued at the same price investors value it today ...i.e 14x.

Let me know how your hat tastes...

NSC

[donutulike] 01/4/2009 18:54

600p = results ahead

700p = bid interest

[jonny33] 01/4/2009 10:32

Don't forget the market usually prices in results before they get released, therefore you should see arise before the 16th then it'll fall on the day. Unless of course they do what Mark & Spencer did which is let the market believe they were about to publish terrible results then shock every one with a better then expected decline in sales resulting in a 20% increase in the share price on the day....nice work!!!


John

[donutulike] 01/4/2009 10:20

Results will surprise to the upside, last chance to get in on the cheap.

16/04/2008 07:02 UKREG Interim Management Statement

[jonny33] 31/3/2009 20:45

Look forward to seeing the calculations to justify 600-635

[nscap] 31/3/2009 13:23

I calculate 600-635 by end of year. Will be getting in this week with 20,000 shares.

[donutulike] 27/3/2009 09:55

21/05/2008 07:02 UKREG Final Results

16/04/2008 07:02 UKREG Interim Management Statement
RNS Number:4279S
Experian Group Limited
16 April 2008
Experian Group Limited
Trading update, second half
Experian, the global information services company, today issues an update on
trading for the six months to 31 March 2008.

[donutulike] 20/3/2009 16:24

really wants to go up

[donutulike] 19/3/2009 13:09

EXPN good for 600p this year

[donutulike] 19/3/2009 11:21

Crazy to short this one Deano - the end of the down market is not just in sight but happening before your eyes, markets up 10% in the last week alone and rallying into the summer.

[deano1967] 19/3/2009 11:17

Looking good to short soon...