Informa Share Discussion Threads

[kenmill1] 26/7/2011 16:55

I listened to the podcast of the analyst's meeting this morning. Mildly positive with noises about growth from recent actions, synergies,Datamonitor integration, new areas etc but not predicting much bottom line growth this year. As you say, solid set of results, 11% rise in the divi and steady as you go. You are not going to lose any money holding INF but you are not going to make a lot in the next 12 months either.

[broadgreen] 26/7/2011 08:54

A decent set of results, but nobody seems that interested. I suppose Informa needs greater confidence in developed world growth, or takeover prospects to make much progress - both missing at the moment.

[antstaffs] 17/5/2011 13:50

Where now for the share price? 460p???

[kenmill1] 12/5/2011 15:35

Yes - good solid statement - 500p looks a possibility by the end of the year

[broadgreen] 11/5/2011 14:36

IMS tomorrow. Last results were upbeat on prospects and the FD spent some real money on shares when they slipped below 400p. I hope the optimism was not misplaced.

[kenmill] 18/3/2011 18:16

The drop may have been partly due to them missing the cut for the FTSE 100 and some institutions may have been stake building to satisfy their requirements, then reduced when it didn't happen.The FD can obviously see value at this depressed price.

[broadgreen] 16/3/2011 12:25

nice to see the Finance Director spending £75k on shares.

[kenmill1] 22/2/2011 09:48

Reasonable results in the circumstances, published on a bad day in the markets. Outlook fairly positive to underline current share price but nothing too exciting to look forward to. Reinforces my view last October that the market was valuing the company about right and probably no more than 10% upward movement to look forward to for the rest of the year.

[kenmill1] 05/1/2011 15:55

I don't think she will win many prizes under that category, although I think it will end the year higher than it is.

[broadgreen] 04/1/2011 12:25

A couple of days ago Informa was picked by one of the Sunday Telegraph financial journalists as her share of the year for 2011.

[kenmill1] 17/12/2010 09:46

I agree there are a number of occasions where the price appears to move against the market/current news. Currently they have been between 96th and 106th largest company over the last 2 months so there may be some manouevering by tracker funds. Also there may be some year end portfolio adjustments, given the rise in the last year. Apart from that who knows. I see they are back up 9p this morning so they may be adjusting up again.

[pckrowe] 15/12/2010 10:51

I never understand Informa. Loads of broker recs and general sentiment and yet the stock price seems so 'soft', falling whenever the FTSE has so much as a sniffle. It seemed to be heading for 450p+ just a month or so ago and yet now it's dipping below 400p. Any reason for this?

[pckrowe] 01/11/2010 15:43

Thanks, Kenmill. Sold today at 441p - not bad considering prices over the past few years!

[kenmill1] 30/10/2010 13:58

Short of a bid, I can't see the price moving more than 5% in either direction in the near future. The scientific publishing side is very steady/positive and the conference/exhibition side is in recovery. I don't see any big surprises on the results front and I therefore think the market is valuing it about right at the moment.

[pckrowe] 23/10/2010 22:48

I'm thinking of selling some of my shares in Informa, mainly because I need the money. I was just wondering if anyone had a view as to whether this was a sensible or foolish decision at this particular time. Does anyone see any major change in the share price over the next six months or so? Thanks.

[kenmill1] 10/9/2010 17:39

I agree it is a likely reason - it has been between 94th and 100th largest company for the last 2 months.

[pckrowe] 10/9/2010 16:36

I'm an amateur but it might be because it's tipped to go into the FTSE 100 in a few weeks.

[broadgreen] 10/9/2010 14:35

Anyone got a clue why this is living up to the title of the thread?

[kenmill1] 28/7/2010 08:56

Decent set of results should underpin the price from here. A few bolt on acquisitions should also help

[nellie1973] 03/7/2010 19:36

Broker upgrade

[kenmill1] 10/6/2010 22:52

Bouncing a bit against the market now as it looks increasingly likely it will go in the FTSE 100

[the_doctor] 26/4/2010 16:10

Closed out to take the profit.

I'm thinking this could well bounce a touch higher. ie. up to 450p first.
That said, I usually close shorts too early!

[the_doctor] 26/4/2010 14:52

I'm expecting a bit of a bounce this avo, with tomorrow possibly reaching a touch higher... then 7-10 days of a drop, a bounce, then a month of zig-zag drops to about 380p

[the_doctor] 26/4/2010 12:00

Right, I'm in for some shorts.
No guarantee that it'll go down, but I fancy shorting this on a TA basis as a sort of hedge for my long stocks