Informa Share Discussion Threads

[moochy] 19/7/2013 02:34

...another large trade at 16:35 yesterday of 323,537 shares = £1,632,244. Still wondering who is buying/selling all these shares?

[moochy] 18/7/2013 00:18

Has anyone noticed the trade yesterday at 16:35:10, sale of 273,542 shares for a total sum of £1,360,050.80?

And today's 498,000 shares traded at 16:35:12 valued at £2.5 million. Two big trades. Maybe this has something to do with Steve Carter's appointment as Chief Executive??

[moochy] 17/7/2013 12:20

This new thread is to bring attention to the huge amount of debt (long and short) of 1,610,500,000 (last reported) and profit losses. How can INF keep up debt payments with this huge debt with its tiny declining profits (£67,000,000 Last reported)? Also the Net Tangible Asset Value Per Share is £-211.81 p/share. This is very concerning especially because it is trading ridiculously high at about 500p/share.

I look forward to your comments and opinions.

[moochy] 16/7/2013 21:16

Has anyone noticed the trade today at 16:35:10, sale of 273,542 shares for a total sum of £1,360,050.80 ? Yes that's £1.3 million worth of shares. We may find out who has sold these in the next couple of days. It's certainly a big trade. Looks like someone is bailing out??? time will tell. Maybe time to short this share?

[johnv] 11/7/2013 08:40

Chart(since apr) is lower highs and lower lows, don't like the look of it.

[kenmill1] 11/7/2013 08:32

A lot of experience has just walked out the door. I guess there will be support for a while in the hope there will be M & A activity - from then the market will watch to see how Carter performs.

[johnv] 01/7/2013 14:41

Another Momentum Investor tip that gets ignored by PIs.

[kenmill1] 16/3/2013 12:30

There seems to be a bit of profit taking all round - big rise in a short space of time for INF. I have offloaded a chunk at 515p with a view of getting back in around 450

[snatander] 25/2/2013 19:21

sold out and hope to get in at 420p

[kenmill1] 23/1/2013 09:10

Another factor, mentioned in the papers, is that Springer Science is unlikely to be sold now by the private equity owners as they couldn't get the price they wanted. Reflects on the likely value of INF and it was anticipated there might be a merger between the 2, which would have been viewed positively.

[kenmill1] 20/1/2013 12:58

I think there is speculation surrounding another bid but given the history of failed bids in the past, a successful bid probably has less than a 50% chance. I think the negative news surrounding government intervention on onward sale of government financed research was probably overdone. Informa does add value to the reseach - it doesn't just reproduce it. Reed Elsevier was hit on the original news and has also recovered strongly. The company is very cash generative, the results may turn out to be slightly better than the market is expecting and the divi provides a good support.
Having said all that, I can't see it going much higher without more definite bid news.

[pckrowe1] 18/1/2013 09:35

I've got quite a few shares tied up in Informa and have always been baffled about the stock price. When good news is released, the price tends to fall like a stone; when there appears to be no news at all, it climbs and climbs. Is another bid imminent? Is this just crazy speculation? Any ideas? kenmill?

[beaufort1] 08/1/2013 13:43

Chart looking good, can't understand why this thread is so quiet

[major clanger] 19/12/2012 20:07

Watch out for the tumbleweed here!

But thought you may like to know Westhouse downgraded today.

Anyway, here you go, pause for effect, but it really is here:

[superbarnet] 07/9/2012 09:41

Very strong start so I wonder if the bid rumours have started again?

[superbarnet] 17/8/2012 12:53

This share has been stronger than normal for the last month. The rumour states a bid in the £6 range which makes it worth a punt. On the way up at the close so might see an announcement monday morning?

[jaws6] 16/8/2012 07:27

new rumours reports in mail,ft today

[deadly] 25/7/2012 09:03

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

[sparkstrader] 25/7/2012 07:04

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

[kenmill1] 18/7/2012 12:29

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 13:38

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

[gswredland] 30/5/2012 11:35

yep but looking for an entry point..

[aishah] 30/5/2012 09:42

horrible chart

[northernlass] 27/5/2012 18:24

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