Very decent results |
Onwards and still upwards |
RNS from AUK today refers to 'partnering' with INF.
Anticipate London 2024 at ExCel from 2nd to 4th December is an opportunity for AUK to showcase:The Nerve Centre'.
AUK is is a state of growth and transformation and should gain exposure in 2025. |
4*
Informa issued a 10-month trading update which confirmed more strong across the board performance. The Group reported double-digit underlying revenue growth across the first ten months of 2024 at a Group level (+10.7%), and in both B2B Markets (+11.1%) and Academic Markets (+10.0%). There was also growth in all major regions, underpinned by leading Brands and market positions in the Americas (c.45% of Group revenue), consistent growth...
...from WealthOracle
wealthoracle.co.uk/detailed-result-full/INF/992 |
This is a cracker of a company |
Yet another upgrade and offer for Ascential - which seems quite highly priced. But the management keep delivering - and they are highly incentivised to do so. It's beginning to throw up cash giving more room for investment in Ascential growth. |
Great update |
no chat here? |
They keep delivering.... |
heavy into these
breakthrough? |
Keep posting. I'm sure there are other 'readers' like me... |
Constantly amazed I am the only person on this thread. Yet another upgrade to INF forecasts, lots of detailed information for 2024 and increased capital returns. Forecast PER is only 16.x times and a realistic prospect of EPS growing more than 17% next year with similar sized dividend increases - i.e. a cheap compounder IMHO. Could even be cash positive within 3 years at current trajectory giving room for further acquisitions to enhance this. But I seem to be talking to myself .... |
First calcs - this could easily do 50p of EPS in 2024 - PER of under 15x looks v good value. Debt should come down very quickly, so they still have room for acquisitions which can add further value if they can keep pricing discipline. |
Strong interims with a statement that they will meet or beat full year forecasts.SP has been on a strong upward path for 9 months, but really happy to hold these. They appear to be guiding to at least £790m op profit - the consensus is around £773m , so some analysts are going to need to push up their forecasts. Recent acquisitions look v well timed and priced. In a very busy day for results, I need to look at further. |
Excellent news. This continues to be well managed. Not yet up to the July 2019 pre-COVID share price highs, but should begin to push there if growth continues. |
Very upbeat statement today - increasing 2023 guidance |
A very unpopular share - down today but generally up since Oct. 22 - anybody else watching this one? |
Results look fine at first sight in line with or slightly beating consensus forecast. The Tarsus acquisition is interesting:
-ve I don't like buying from private equity
+ve significantly earnings enhancing as they look to have bought it v cheaply on under 10x 2023/24 forecast EBITDA
The earnout only becomes payable when the Inf share price hits 850p i.e. 25% more than currently
Mostly payable in cash and EBITDA prof forma leverage still only 1x
Allowing quite a big share buy back beginning immediately
Whilst consideration shares are subject to a 2 year lock up
So buying in shares at around 700p and selling them at 850p looks clever.
That looks a very strong deal, which the market seems to like at first sight |
Strong trading performance - seems to be beating mkt expectations and justifying the recent run-up in the share price |
under the radar |
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