Informa Share Discussion Threads

[fast investor] 03/7/2009 08:34

2 massive O buys this morning of over 720,000.

[fast investor] 02/7/2009 20:42

Another positive Broker note out.... FinnCap has a positive note on Informa, advises taking profits at Hargreaves Lansdown, has a hold on Vodafone (for yield) and a buy for Premier Foods

[loryd] 02/7/2009 10:09

Yes, markets change and the likes of Panmure are paid to factor it in

[25cent] 01/7/2009 16:39

Yep and lets see how inf copes on the market red days.

[fast investor] 01/7/2009 16:08

Well yep but markets do change. I think that they will probably be playing a conservative game here under present general market conditions. Personaly I will be gratefull to get a share price of around 290p as per the chart trend channel and reckon theres enogh momentum behind it to do that and perhaphs a lot more.

[loryd] 01/7/2009 15:56

This is the same Panmure who had a 570p target a couple of years back

[fast investor] 01/7/2009 15:15

INF Informa .......... going like the clappers. Got some cracking Broker backing aswell over last two days...... Broker recommendation full details Date: 29 June, 2009 Broker: Altium Securities Company: Informa Recommendation: Retain Buy price target 389p InterMarket Stock's recommendation rating: Buy AND Broker recommendation full details Date: 30 June, 2009 Broker: Panmure Gordon Company: Informa Recommendation: Retain Buy price target 300p InterMarket Stock's recommendation rating: Buy AND Broker recommendation full details Date: 30 June, 2009 Broker: Citigroup Company: Informa Recommendation: Retain Buy price target 296p InterMarket Stock's recommendation rating: Buy

[fast investor] 01/7/2009 14:47

Gone long in Informa inf Lovely uptrend channel in place and stock just off the baseline, could be as much as 290p on offer here........

[the_doctor] 30/6/2009 12:28

25cent - re there any companies that arent saying that sort of thing?!

[25cent] 30/6/2009 11:43

Well granted not an actual profits warning but that's the nearest thing you will get to a warning without spelling it out in black and white! "Across our Events and Training Division we have pro-actively continued to reduce volume to protect profitability in the face of weak demand. As a consequence, in the first six months of the year organic revenues will be considerably lower than in the same period last year. Despite this, the high variable cost base will mean that the impact on adjusted operating profit margin will be limited." "Our reported results will benefit from the strength of the US$ and the Euro relative to 2008 levels, although the recent strengthening of sterling, if maintained, will inevitably reduce the positive impact in the balance of the year."

[the_doctor] 23/6/2009 11:52

25cent yes. And analysts will have altered forecasts to fit the change in exchange rates, so no likelihood of a profit warning due to that.

[broadgreen] 23/6/2009 11:51

They have dropped the dividend, in the sense of cut it. If you mean they should abandon it altogether that's another issue but I can't think it would be accepted by institutions who supported the rights issue. I wouldn't much like it either.

[25cent] 23/6/2009 08:36

Doc it was the weak pound that proped up the last figures.

[the_doctor] 22/6/2009 16:39

If revenue is on target, exchange rates will be factored into consensus estimates. Is it known what the banking covenants are? Now they've got the placing done, they should drop the dividend and concentrate on paying off the loan IMO.

[25cent] 22/6/2009 15:44

Doc its just logic really the same logic I used to predict the placing 3 months in advance when everyone was shouting me down. The strengthening pound situation against the dollar since the last update dramatically affects this company and I personally think that this will trigger a profits warning!

[kenmill] 22/6/2009 09:27

Trading update due this Friday - so not long to wait

[the_doctor] 20/6/2009 12:40

25cent, ever thought of going by financial results, not just a chart?!

[25cent] 19/6/2009 08:28

Slow long death at inf. Now looking very very sick and i am 100% sure a warning is not far away now.

[25cent] 05/6/2009 17:31

Yes Ken it came back after a weak start so maybe.

[kenmill] 05/6/2009 12:26

Looks like the seller may have finished for now

[25cent] 05/6/2009 08:23

Yet again fails to bounce on a large ftse250 gain day after getting smashed all week, i smell something is on its way regrading the profits forcast.

[kenmill] 04/6/2009 16:36

Hell of a leak if you're right. There seems to be a pattern developing each day where the price gets hit heavily and then a gradual recovery which never makes it back to the starting point. Either an institution(s) drip feeding the market or shorters returning - time will tell.

[25cent] 04/6/2009 11:23

Something not quite right about this, lumps falling off it everyday. Now the fundings done can we expect the profits warning now the pound is higher against the $?

[kenmill] 04/6/2009 08:10

I think there is going to be a general pull back in the market for the next few weeks and there is no good reason to buy INF (or much else) in the short term.

[loryd] 03/6/2009 16:37

Not too sure why, other than the core problem of offering too many products that can be cut by companies. I still think the small rights issue didn't help. They are a bit short of solutions if business gets really difficult other than asset sales.