Informa Share Discussion Threads

[theape] 28/8/2002 01:25

PE Ratio 34.60 EPS Growth Rate (%) -76.01
Operating Margin (%) 4.66 PEG Factor -0.46
Return on Equity (ROE) (%) 15.77 Net Gearing (%) 690
Cash (%) 11.80 Gross Gearing (%) 702
Quick Ratio 0.52 Gearing Under 1 Year (%) 363
Current Ratio 0.57 Gearing Under 5 Years (%) 339

ASSETS
fixed assets (m) 28.29 10.15%
intangibles (m) 174 62.57%
fixed investments (m) 4.11 1.47%
current assets - other (m) - - - - - - - -
stocks (m) 6.56 2.35%
debtors (m) 61.27 21.98%
cash & securities (m) 4.10 1.47%
TOTAL % 279 100%

LIABILITIES
creditors - short (m) 126 45.32%
creditors - long (m) 118 42.22%
creditors - other (m) - - - - - - - -
subordinated loans (m) - - - - - - - -
TOTAL 244 87.53%

EQUITY
ord cap, reserves (m) -37.85 -40.42% -29.00 -17.12% -14.91 -6.47% 34.55 12.40%
prefs, minorities (m) 0.00 0.00% 0.04 0.03% 0.22 0.09% 0.21 0.07%
insurance funds (m) - - - - - - - -
TOTAL -37.85 -40.42% -28.96 -17.09% -14.70 -6.38% 34.76 12.47%

[teeps] 27/8/2002 12:37

No data on this one guys but looking at a weekly candle chart I'd say that it's just completed a morning star pattern and therefore upwards it should go. Certainly been some above average trade volumes though not continuous. Be careful with shorts imho.

Currently no position but intrigued by bullish pattern. trade what u see etc.

[westernedge] 21/8/2002 14:36

Ape
Not a great believer in INF.. ;-)
Still short from higher up but it looks to me like its at the top of channel
so may either break out or pullback..
50/50 i would say.. LOL
Really suspect its shorts closing thats moving the price...
Or I would close my own

Strange times eh?
Let me know wot ya do...

[theape] 20/8/2002 23:42

I do not understand why this seems to be rising, and would be interested if anyone can give me a sensible reason.

Its balance sheet is horrendous, very highly geared, exceptionally high intangibles from acquisitiuons, little liquid assets. and to my eye looks like it will have problems meeting its short term liabilities unless profitability picks up.

Its core business is publishing and events.

Ad revenue outlook has to be appalling (more so today after WPP statement).

Its sponsoirship/ events areas is predominately in 3g mobile phones, insurance & financials. ( not areas expanding their cost bases I'd have thought)

looks to have acquired business expensively.

Unless there is a shocker in results next month, it would look to be a rights issue candidate to my untrained eye.

so why is it going up ?

if anyone has any ideas I'd be very grateful, as its perplexing me.

[hilary] 03/7/2002 13:53

Ooops. I thought I might need a bit of patience with these. Obviously not so.

:-)

[mad4it] 26/6/2002 14:44

CURRY

True, we could do with a bit more inflation in the system.

But, you may be wrong about mounting pressure to put up interest rates. The REAL fear now is that the Fed will cut rates again, if they do, we will all be in deep sh*t, as this would indicate a Japan like economic scenario; this would be the worst scenario possible. In which case....

....anyone for a 10 year bear market!?!

[zen_] 26/6/2002 14:19

YOU CANT WIN THIS ONE CUTTYPASTY. NO INFLATION MEANS STAGNANT ECONOMY MASSIVE DEBT AND RECESSION. INFALTION MEANS STRIKES RIOTS AND ANARCHY, PLUS BANKRUPTCIES, CREDIT CRUNCHES ALSO LEADING TO RECESSION.

DEPRESSION IS MORE THE WORD WE CONSIDER APPROPRIATE. 2004-2015. WE HAVE ALREADY TOLD YOU THAT A LONG TIME AGO.

ALL IN OUR OPINION.

[tocsa] 18/1/2001 16:38

you are right.looks a profit warning

[adamh] 18/1/2001 15:53

Thinking of joining you.....



and possibly on Trinity Mirror group as well

[tocsa] 18/1/2001 15:48

I am thinking of shorting

[tocsa] 18/1/2001 15:48

I am thinking of shorting

[tocsa] 18/1/2001 15:39

this share has been falling since scottish widows dumped 1.6 million shares.can the co issue any news good/bad ahead of 5/3/01.what is a closed period.any help?