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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Informa Plc | INF | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -0.60 | -0.07% | 805.40 | 16:35:28 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 806.60 | 804.60 | 812.60 | 805.40 | 806.00 |
| Industry Sector |
|---|
| MEDIA |
| Top Posts |
|---|
Posted at 16/7/2017 10:09 by grupo 2 overlooked FTSE 100 champions you could retire onRupert Hargreaves | Sunday, 16th July, 2017 | More on: INF SDR Image: Public domain Even though the company is a member of the FTSE 100, Informa (LSE: INF) is overlooked by most investors. With a market capitalisation of £5.5bn, the company is one of the UK’s biggest businesses, but its day-to-day operations are hardly exciting. Informa runs international exhibitions, events and produces business/academic publications. Even though there is a high demand for these services, growth is slow and steady, which isn’t exciting. But it’s perfect for long-term investors who want to achieve capital growth and income with minimal risk. Steady growth Over the past four years, earnings per share have pushed steadily higher, rising from 35.2p for 2012 to 42.1p for 2016. City analysts are expecting the company to report earnings per share of 47p this year, up 12% year-on-year. At the same time, shares in the company support a dividend yield of 3% and the payout of 20.3p per share is covered 2.3 times by EPS. For 2018 analysts have pencilled in earnings per share growth of 7%. Considering the company’s historic growth and current level of dividend income, today’s valuation of 14.2 times forward earnings seems to be about right. If the group can continue to grow earnings at a rate of 5% to 10% per annum for the foreseeable future, and the valuation remains the same, investors should be able to pocket a double-digit annual return from both capital growth and income. Overall, the numbers seem to show that your portfolio might benefit from owning Informa. Long term growth The best stocks to retire on are those that have a long-term business model and asset managers, and pension providers are a great example. Schroders (LSE: SDR) has seen profits explode over the past five years as more customers flocked to the company’s offer. Since 2012 earnings per share have risen by around 100% (based on city estimates for 2017). This growth has translated into impressive returns for shareholders with shares in the firm up 150% over the past five years excluding dividends. City analysts are expecting the company’s steady growth to continue in the years ahead. Mid-single-digit earnings per share growth is predicted every year for the next three years, and I doubt that the growth will stop there. As one of the UK’s largest wealth managers, Schroders is well placed to capture more business as the country’s wealth rises. With further growth on the horizon, it looks as if shareholders will continue to reap the rewards for many years. At the time of writing, shares in the company trade at a forward P/E of 15.7, an undemanding multiple considering Schroders’ growth over the past five years and future potential. The shares also support a dividend yield of 3.2%. The payout is covered twice by EPS. These figures indicate that just like Informa, shares in Schroders could generate a return of 10% per annum or more for investors in the future. Once again, these returns indicate that Schroders could be a great investment to wake up your portfolio. |
Posted at 01/7/2013 15:41 by johnv Another Momentum Investor tip that gets ignored by PIs. |
Posted at 07/5/2009 11:01 by loryd There's a piece on the Investors Chronicle website saying buy the rights and pushing the possible bid argument. Perhaps I am on my own, but I can't help thinking that buying companies with large debt is just not going to happen unless the private equity guys are stupid enough to use all their own money. In Informa's case you would probably have to pay £2bn, you'd take on well over £1bn of debt and you'd have profits post-tax of less than £200m (in a decent year). And of course you'd have to sell it on or float it a few years later hoping that economic growth had returned.Mind you, a couple of years ago private equity were said to be looking at a leveraged buyout of Vodafone. |
Posted at 19/12/2008 13:34 by 25cent What planet are you on?Same none Inf related post same personal attacks and Yet again the same old lines about how i am "losing money". Ken if it makes you feel better and helps you cope with your inadequacies then hey go for it, yes i took out a short at 150p and not 350p. Yep despite my posting on this thread for over 6 weeks saying it would go to 150p, yep despite saying all that from 420p i waited until it went to by target low to take out my short ? LOL I suspect you refuse to mention the company in any of your posts because your embarrassed about the fact your well aware i know a lot about it and that you will almost without doubt trip your self up. There's only one person on this thread whom talked about breaching banking covenants 6 weeks before the board come out and admit its a concern via RNS, likewise despite your continued personal attacks and jibes about the 150p target, it went to 150. Ken when can we expect you to post anything other than personal attacks on me? Your like a big girl who's had the doll taken away, grow up! Unless you start posting about INF and stop being a troll i will just filter you as its boring reading your tiresome half hearted poorly put together personal attacks. Back to INF for any serious non trolls on the thread. Yet again the share seems to fall a lot more easier than it goes up, what should have been a bumper day yesterday was not because traders and investors simply do not believe that INF is recession proof, and are seriously worried about default on bank debt. All those gains given back the next day is bearish and what news now will help INF no its in close period? Any run on the market and this will learch down to new lows imho. I remain short! |
Posted at 27/11/2008 15:56 by 25cent The thought that you remain faithful to every word that board members say about the company that they are running is frightening to me.On those terms Ken no company would have would have ever let investors down with false promised and misguided targets. I cant understand your mentality on INF, does the whole crux of your argument rest on what the board say? Your living in cloud cuckoo land and if you think INF are exempt from the recession. Your barking mad if you think a mortgage based derivative advising company is not suffering. your insane if you believe that subscription for high end publications will not fall in a recession. Your foolish to think events and Conferences are not going to be seriously cut back in a downturn. Its not rocket science Ken is it? Its just old fashioned logic and reason how i can predict massive falls in profits that in turn possibly make the debt unserviceable. Inf has rotating credit facility that consistently need renewing, i personally think that they will find this near on impossible to do. I say that they will have to sell some of the business for that reason. What do you say Ken? NOTHING ! your just hoping with your head in the sand that this will recover. well the rest of the market is siding with my opinions not that of the board with the looks of the shareprice , i wonder why? do you the think it may be that the market does not blelieve the boards rosey outlook maybe? |
Posted at 27/11/2008 14:59 by kenmill Give me strength ! The reason I don't respond to your reasons why INF is in serious trouble is that I don't believe they are. If you are right they are lying to the market and institutional investors big time. You believe they are - I don't. What more is there to say ? You obviously think they are lying all the time - why? |
Posted at 26/11/2008 20:37 by pckrowe I didn't really want to get involved in this and I know it's a free country etc but it would be nice if this message board was for investors who generally want the company to do well and can therefore focus on positives as well as negatives (of which there are many around at the moment). 25 cent - you positively delight in every downward movement of the share and want to see Informa go bankrupt. Well, I can't see that's in anyone's interests here - investors, staff, clients etc. I can't see what you gain by just saying we're all doomed and I told you so. To be frank, it's monotonous and boring. No doubt you'll slag me off now in your usual respectful manner. |
Posted at 26/11/2008 15:26 by kenmill To give the note behind the rise today in full14:40GMT 26Nov2008-Informa rises; Morgan Stanley says could rally -------------------- Shares in Informa jump 26 percent after Morgan Stanley says the company is a 'decent candidate for a rally' while a trader attributes the gains to a 'bear squeeze'. In a note highlighting key messages from meetings of Informa's management with investors last week, Morgan Stanley says that while trading conditions are more difficult, they are not markedly more so than at the time of the company's trading update at the end of October. The broker also says the company remains hopeful of remaining within its banking covenants in 2009, when its key covenant tightens. Furthermore, the broker notes that mid-term, Informa is considering a cost saving plan involving back office consolidation between the various businesses. And it points out that the company appears to be considering a move of its tax domicile to Ireland, which could push its tax rate into the low 20s from the current 26 percent to 27 percent. Wednesday's share price advance could also be down to short sellers closing their positions. 'I think there was a bit of short interest out on (Informa). It could be getting squeezed on that,' says Manoj Ladwa from ETX Capital. |
Posted at 01/11/2008 13:38 by kenmill 25centI do not just rely on RNSs. I have followed this company, initially through T & F since it floated in the mid '90s and made serious money on it. The company has not been in the habit of issuing misleading statements so trust is built. Nobody, in September, thought that this would go to £2 otherwise there would have been more sales. If you look at Standard Life holdings, they had 6.32% on 17th September. When they announced their sale on 16th October they declared that their holding was being reduced from 7.55% to 5.972% so, between 17th September and 16th October they had bought even more. They still hold more than they did 6 months ago so they are hardly getting out and, with other institutions (who haven't sold any - in fact they have purchased)hold just under 50%. The assumption must be that Standard Life (along with many other institutions for which there has been much publicity) were forced sellers in this instance. If they wanted the bid price, they would have contacted the consortium and offered the shares. What is your argument for why they wouldn't do that if they were so eager to get out at 450p? I agree, with the wonderful benefit of hindsight, that the bid price against the likely price in the next 2 years is probably the better bet. At the time the majority of shareholders didn't think so, although I accept there were many who would have been happy to take it, - such is life - the majority rules. There are investors that take a long term view and those that take a short term view - that is what helps to make a market. The reason I am assuming you have lost money is that nobody would be so vitriolic if they just had a passing interest in a share that they were not invested in. |
Posted at 01/10/2008 14:50 by kenmill 25centYour view seems to be based on the assumption that the market perfectly values shares on a daily basis. In a way you are right in that it is a free market and buyers and sellers trade at today's price. There are many reasons a company may become undervalued. In the current circumstances there are many companies in this position caused by liquidity problems with institutional investors, fear of the company's debt level, views on future trading in the current environment, investors needing to cash in for personal reasons etc. The current share price is the average of the current views of all investors. That does not mean that the company has lost fundamental value - just the view of their value among certain investors has changed. INF's trading has not deteriorated since they were valed £2 more than now. Therefore, in the absence of any deterioration between now and the general market's recovery, the share price is likely to recover to previous levels. I invested in Taylor & Francis in the 90's when they first floated and have remained invested through to its current form, buying and selling along the way. I know this company very well and the only way its true value is its current share price is if its profits drop in the next 12 months. This may happen, in which case, you will be right. I and, I think, the_doctor think otherwise - time will tell. |
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