Informa Share Discussion Threads

[deadly] 25/7/2012 10:03

Market doesn't like the revenue drop and the headline loss. Otherwise the fall is severe.

[sparkstrader] 25/7/2012 08:04

* Barclays cuts Informa PLC price target to 445p from 465p; rating overweight

[kenmill1] 18/7/2012 13:29

The news in the telegraph, yesterday, the government announced that all publicly financed establishments will provide the results of their scientific research online free to all is a bit of a worry. The article specifically mentioned that it would hit scientific journals that charge a lot for their publications.

[superbarnet] 13/7/2012 14:38

There seems to be some unusual activity here. Is there a bid in the offing maybe?

[gswredland] 30/5/2012 12:35

yep but looking for an entry point..

[aishah] 30/5/2012 10:42

horrible chart

[northernlass] 27/5/2012 19:24

Questor Share Tip

INFORMA UNDERVALUED DESPITE MIXED UPDATE

Consensus forecasts are likely to be trimmed following Informa's first quarter update but the shares still look undervalued.

INFORMA - QUESTOR SAYS, "BUY."

The events and professional information company has a mixture of defensive operations and business that is geared to an upturn. That's why it was named as a tip of 2012.

The shares have outperformed the wider market but have moved off highs on resurgent eurozone debt fears.

Informa operates in three divisions – academic, commercial information and conference management. The defensive parts of its operations are its subscription publishing operations which service businesses and academia. The events business, which organises about 9,000 conferences a year, is the one with the most cyclical upside.

The market was spooked by weakness in its professional and commercial information unit. Two of the larger sectors – pharmaceuticals and financial services – saw "longer renewal cycles and reduced subscriptions", causing organic revenue to fall 4.1pc, but the group still sees organic growth in the full year.

Academic publishing saw a 2.5pc increase in like-for-like revenues and the events business saw organic growth of 3.6pc.

The shares trade on a December 2012 earnings multiple of 8.9, falling to 8.2 next year. This is substantially below its historical rating and the shares should be supported by their 5pc yield.

They are up 3pc this year compared with a FTSE 100 down 4pc. Buy.

Source:



P.S.

Here's a couple of links about SCLP, one of the hottest stocks at the moment:

[kenmill1] 23/2/2012 23:00

solid results and a 20% increase in the divi. A strong hold as it should drift upwards during this year with just under a 4% divi

[l2user] 03/1/2012 21:13

The Telegraph
Miners take FTSE 100 to five-month high
7:10PM GMT 03 Jan 2012

[nofool] 02/1/2012 11:52

You beat me to it l2user! Looks like a great trading stock this one. Both ways.

[l2user] 02/1/2012 07:20

Informa
Questor's top share tips for 2012
Sunday 01 January 2012

[kenmill1] 27/10/2011 11:46

Positive statement to back up mildly positive podcast 3 months ago. Shows it was oversold and the company is trading well in the circumstances. Should be around the £4+ mark.

[nellie1973] 01/9/2011 16:11

broker upgrade to buy today

[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.