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Share Name Share Symbol Market Type Share ISIN Share Description
Informa Plc LSE:INF London Ordinary Share GB00BMJ6DW54 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  7.60 1.29% 596.00 596.40 596.80 601.20 584.80 589.40 9,892,328 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 2,890.3 318.7 18.0 33.1 8,953

Informa Share Discussion Threads

Showing 401 to 420 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
11/12/2008
13:10
LOL indeed
peladon
08/12/2008
18:50
Yet again point blank refusal to join any rally, this share looks in deep trouble.
25cent
04/12/2008
11:36
"INF's profits are still likely to be growing this year and most likely growing or at minimum, stable next year." That shows just out of touch you are. The fact is they will be in serious danger of breaching the tightening banking covenants, if you do insist on trolling my posts Doctor at least get some basic information about the company,otherwise you run the risk of continuing to look stupid. As i pointed out over aweek ago £2 seems the very top of its trading range. The next leg down /fall on the markets could see this touch new lows.
25cent
02/12/2008
11:38
Kenmill hasnt said anything of the sort in most of those cases. You repeatedly twist what he says to make out that he blindly follows every word from the company and thinks it is totally immune to the global downturn. 1. The company IS a less expose to the recession than you make out 2. Kenmill only pointed out that institutions have bought What are the annual debt costs vs profits? Fwiw, INF's profits are still likely to be growing this year and most likely growing or at minimum, stable next year. When are big debt chunks up for repayment? I havent looked, because I have no position.
the_doctor
27/11/2008
15:56
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?
25cent
27/11/2008
14:59
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?
kenmill
26/11/2008
22:33
Yet again Ken shows his true colors . "To give the note behind the rise today in full 14:40GMT 26Nov2008-Informa rises; " Note behind the rise today in full????? eh? just where had any part of that post been posted in any form on this thread Ken? Spiteful Ken attempts to make out that i copied the post of the INF rally being a short squeeze from the above Real-time Equity News release at 1440pm to try and distract his embarrassment of yet again having to read what i say come true on "his" thread? Ken that's exactly why i find you loathsome, just show me any reference to this bear squeeze reference before I posted my comment on this thread documenting such at 11.54 am? almost 3 hours before the one that you attempt to make out i copied from was released? Amazing! ------------------------------------------------------------- PC "I didn't really want to get involved " Erm, clearly you do? Obviously as a shareholder being long as you are, its natural for you to feel a certain distain towards someone like me who correctly gives advance notice of a massive share price collapse in a stock you hold. What you have to try and understand is that someone who tells the story "how it actually is" to believers whom have only been fed on Kens properganda for years are never going to be popular on that particular tread with shareholders wanting to see the opposite to what i say happen. oh well! What your saying is akin to being annoyed at the bloke next to you at the races because his horse won and your horse fell at the first hurdle after that guy predicted it would. I am not looking for friends on the INF thread and neither will i attack you unless you attack or attempt to belittle me first like Kan and doc did. I want the share price to fall obviously because i am short, although i would not take offence if some one was happy that the share price had increased, i would say well done and not be all bitter and pathetic about it like my mates Ken and Doc. I see it as going with the territory, so don't take things personally unless they are addressed directly to you. I only take comfort in undermining the fools and general know all's, whom really always turn out to know sweet F.A time to take a bow Ken and Doc. Just so the doc can not say your a made up name , could you tell me any other threads you have posted on on this site? or this this your first? I suppose you can be forgiven for omitting to mention in your post that on a factual basis with regards the share price i have been correct in saying it would half in 5 weeks. Also i am more than prepared and indeed have done in detail posted why this company is in serious trouble. I then help out poor ken with regards brokers recs in a long post with out any thanks whatsoever, all this about 2 hours before one broker does exactly as i said they would on INF. Then i tell the thread a short squeeze is happening on the stock 4 hours before its reported on the financial websites? What do you want for nothing blood? LoL I am not being funny but i am not getting the same quality information back am i? What can you tell me about Inf pckrowe ? I predict that the short squeeze will end and this will continue down, thats my opinion. I don't understand why you think your long bet is the righteous and correct thing to do.In what way are you different to my short bet? How are you helping employees and clients?If this debt mountain of a company goes under the business will remain it will just be owned by the banks don't you understand? What honor does this company have? its now looking to avoid paying UK tax by moving to Ireland say the report today, why the hell should anyone show any respect for the board of Inf whom in my opinion have something of the night about them and show scant regards for shareholders.
25cent
26/11/2008
20:37
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.
pckrowe
26/11/2008
18:00
while a trader attributes the gains to a 'bear squeeze'. I wonder who said that then on this thread? LOL but what the hell do i know eh Ken? Hit a new wall of fresh shorts at £2 that i think is its upper trading limit, but lets see.
25cent
26/11/2008
15:26
To give the note behind the rise today in full 14:40GMT 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.
kenmill
26/11/2008
13:38
Well, it didn't take long for the Panmure prediction to get passed. Looks like the shorters may be retiring (except for you of course) but, as I have said many times, discussion on short term movements is a waste of time. There is no point in commenting on your claim until it happens or not i.e whether UBS steadily drops its target price to around the current price or not. The current economic climate would have been a perfect excuse to dramatically cut their forecasts if they wanted to, so staying at £5 could be deemed unrealistic by some (and certainly by you). You reckon they will fall by 94%, I don't.
kenmill
26/11/2008
11:06
If it makes you feel better Kenny then go for it. Now then what about the rest of my post Ken? care to comment? you asked me no less than 6 times to explain broker recommendations, and now silence? LOL abcd, looks like a classic short squeeze, it should not last too long.
25cent
26/11/2008
09:37
why the 19% spike this am? ta
abcd1234
26/11/2008
09:02
25cent Thank you for your very informative post. I will watch to see how remarkably accurate again you will be. I am honoured to be on the same bulletin board as such a guru. And one so modest not to have mentioned the short you had (immediately after the long you lost on during the bid) and to cover the fact so cleverly by pretending to rant against the company while you were secretly making so much money. I am not suggesting you were long after your loss - just that you didn't have a position because you had lost on your punt over the bid.
kenmill
25/11/2008
17:03
"Oh and if you had shorted it back in September I think you would have shared your joy with us instead of endless ranting" yes!
the_doctor
25/11/2008
17:02
Yes I am really green 25 cent. They are not the house brokers so please explain why they tell their clients to buy with a target of £5 when they really think they are worthless. Oh and if you had shorted it back in September I think you would have shared your joy with us instead of endless ranting - or am I being green again ?
kenmill
25/11/2008
12:08
It must be frustrating that you didn't actually short it yourself and make money out of your prediction. WTF? lol I love the way this against all odds keeps underperforming,even failing to join in on a 8% market one day rally, i wonder why i say this ken? is it due to me being long do you think? You either don't seem to understand or are just blocking the fact that the movement of the ftse 250 is sharp up's and downs whilst INf only ignores the ups and then over eggs the down days. Like i told you 5 weeks ago a classic sign of a share in freefall. Your explanation that no one is buying shares is far too over simplistic, obviously your incorrect or the market would just fall every sing day. What you really should have said is that no one is buying INF and that is why it massively underperforms the market every single day. Why is that? why does it unlike the majority of the other constituents of the ftse 250 fail to bounce and only fall? Well Ken see all my previous posts for the reasons why this is just hanging around waiting for the next ftse down day to start collapsing again. You can spin all you like these are the facts Inf is down 65% as against the ftse 250 down about 30% in the same time. Just four weeks ago the ftse 250 was around this level today and inf was at 250p its lost nearly 40% since then on a level market? Its not just the market or sentiment its cold hard realization that the debt of INF makes it business model completely untested in a recession and this breeds fear that this may even make the company virtually worthless. I expect panic sales of part of the business before to long to try and reduce the massive debt mountain. I remain a with a target FOR MY short of 100p. Is that clearer for you ken? If your really so green i will explain how brokers move their recommendations if you want Ken. I don't know why i am surprised you don't know how they work.
25cent
24/11/2008
13:38
pckrowe Prudential have just announced that they have purchased another 500,000 shares so we are not alone.
kenmill
24/11/2008
08:24
Thanks for this, kenmill. I keep telling myself that these unbelievable drops are based on fear and wholly negative sentiment generally but to see the price down by two-thirds on the offer price in such a short space of time is scary. I'm hoping for a reassuring update in December!
pckrowe
23/11/2008
16:38
25 cent - I have to give it to you – you did predict this and it happened. Congratulations. I suspect you may have been right for the wrong reasons but that is just nit-picking. It must be frustrating that you didn't actually short it yourself and make money out of your prediction. The main reason it fell sharply last week, apart from the continuing shorting, was the news from Expomedia which you may not have seen. Informa invested £1.7 million in them in 2003 and did conference/exhibition joint ventures in eastern Europe and India. This investment represents 3% of Expo's share capital. They came out with a profit warning and stated they would have to re-negotiate their finances. This is a tiny company (it has only made a profit once in the last 5 years) and a tiny investment re INF but obviously the sentiment is negative and suggests difficult times ahead for the conference/exhibitions side. In relation to the share price discussion, you are still missing the point. You want to talk about the day-to-day price fluctuations (presumably because you are a short term trader) and I am looking further ahead. Your rant with the_doctor a couple of weeks ago is a good example. Endless arguments as to whether the then short term recovery in the price matched the FTSE recovery over the same period. ( A comparison with the FTSE 250 is more relevant as INF is a 250 constituent and the 250 has fallen nearly 60% from its high) 2 weeks later both have fallen back again so that whole vitriolic argument was totally pointless. I have not been discussing the short term price movement. Almost all my posts relate to forward views in relation to news, results, director buying, take-over news etc. Your new prediction of £1 would put them on a prospective p/e of 2 and a yield of 13%. I acknowledge that next year the results will be lower so they will not be on a p/e of 2 in 2009 but that price assumes a disastrous profits crash. Given the scientific publishing side is still doing well, that means the conference/business side would have to go into seriously big losses. Not impossible – nothing is these days. Also, as I said before, with few buyers of any stock at the moment, a shorter can go on for a long time and, again, it is pointless trying to guess where it will stop. My point is that, in 18 months time, I don't believe it will be anywhere near £1 and that is all I'm interested in. I have said that, on a 2 year view, it is worth over £4 (as have UBS – I am still waiting for your translation of what they really mean). Institutional holders obviously take this view as well. 6 weeks ago so did you and presumably you were long then, not short, otherwise we wouldn't have been treated to all this bile ever since. You are equating a long term view with a current view and saying you are right. This is why I have no intention of continuing a debate on the short term price. I am sure you can find someone else to discuss it with.
kenmill
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
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