Informa Share Discussion Threads

[mike740] 26/2/2015 07:30

Big UPGRADE............ 26 Feb 2015 Informa PLC INF Goldman Sachs Buy 543.00 543.00 520.00 637.00 Upgrades.

SP TARGET 637p.

[mike740] 25/2/2015 13:38

Informa Plc’s “Hold” Rating Reiterated at Deutsche Bank (INF)
February 23rd, 2015, updated 25/02/2015

Informa Plc (LON:INF)‘s stock had its “hold” rating reissued by equities researchers at Deutsche Bank in a research report issued on Monday.

Several other analysts have also recently commented on the stock. Analysts at Westhouse Securities raised their price target on shares of Informa Plc from GBX 554 ($8.52) to GBX 594 ($9.14) and gave the company an “add” rating in a research note on Wednesday, February 18th. Analysts at AlphaValue reiterated an “add” rating and set a GBX 591 ($9.09) price target on shares of Informa Plc in a research note on Wednesday, February 18th. Analysts at Canaccord Genuity raised their price target on shares of Informa Plc from GBX 506 ($7.78) to GBX 560 ($8.61) and gave the company a “hold” rating in a research note on Tuesday, February 17th. Finally, analysts at Investec raised their price target on shares of Informa Plc from GBX 482 ($7.41) to GBX 528 ($8.12) and gave the company a “hold” rating in a research note on Friday, February 13th. Five analysts have rated the stock with a sell rating, ten have given a hold rating and six have given a buy rating to the stock. The stock currently has a consensus rating of “Hold” and a consensus target price of GBX 525.43 ($8.08).

Shares of Informa Plc (LON:INF) traded down 0.37% during mid-day trading on Monday, hitting GBX 536.50. 515,661 shares of the company’s stock traded hands. Informa Plc has a 52-week low of GBX 440.422 and a 52-week high of GBX 543.00. The stock has a 50-day moving average of GBX 505.5 and a 200-day moving average of GBX 490.4. The company’s market cap is £3.236 billion.

Informa plc provides academics, businesses and individuals with knowledge, information and skills and services. It operates in three segments: academic information, which includes the Taylor & Francis publishing business, provides a portfolio of online and print publications, primarily for academic users across the spectrum of science, technology, humanities and social sciences; professional and commercial information, which include Datamonitor, Informa Business Information and Informa Financial Information provides information, across a range of formats and on a global basis, to a variety of sectors, including medical, pharmaceutical, maritime and telecoms, and events and training consists of trade shows and exhibitions, large and small conferences and training courses.

[mike740] 25/2/2015 13:19

INF Informa broken out on two fronts. First share price target 578p. Trades on a forward P/E of 12.8 to 2016, historically 18

[mike740] 18/2/2015 14:59

Informa Plc Stock Rating Reaffirmed by AlphaValue (INF)
February 18th, 2015 •

Informa Plc (LON:INF)‘s stock had its “add” rating reissued by AlphaValue in a research note issued on Wednesday. They currently have a GBX 591 ($9.11) price target on the stock. AlphaValue’s price target indicates a potential upside of 10.99% from the stock’s previous close.

A number of other firms have also recently commented on INF. Analysts at Canaccord Genuity raised their price target on shares of Informa Plc from GBX 506 ($7.80) to GBX 560 ($8.63) and gave the company a “hold” rating in a research note on Tuesday. Analysts at Investec raised their price target on shares of Informa Plc from GBX 482 ($7.43) to GBX 528 ($8.14) and gave the company a “hold” rating in a research note on Friday, February 13th. Analysts at Berenberg Bank raised their price target on shares of Informa Plc from GBX 520 ($8.02) to GBX 530 ($8.17) and gave the company a “hold” rating in a research note on Friday, February 13th. Finally, analysts at Kepler Capital Markets reiterated a “buy” rating and set a GBX 600 ($9.25) price target on shares of Informa Plc in a research note on Friday, February 13th. Five equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating and six have given a buy rating to the stock. The company has a consensus rating of “Hold” and a consensus price target of GBX 523.52 ($8.07).

Informa Plc (LON:INF) opened at 540.00 on Wednesday. Informa Plc has a one year low of GBX 440.422 and a one year high of GBX 538.00. The stock’s 50-day moving average is GBX 496.9 and its 200-day moving average is GBX 489.1. The company’s market cap is £3.257 billion.

Informa plc provides academics, businesses and individuals with knowledge, information and skills and services. It operates in three segments: academic information, which includes the Taylor & Francis publishing business, provides a portfolio of online and print publications, primarily for academic users across the spectrum of science, technology, humanities and social sciences; professional and commercial information, which include Datamonitor, Informa Business Information and Informa Financial Information provides information, across a range of formats and on a global basis, to a variety of sectors, including medical, pharmaceutical, maritime and telecoms, and events and training consists of trade shows and exhibitions, large and small conferences and training courses.

[mike740] 18/2/2015 14:49

18 Feb 2015 Informa PLC INF Westhouse Securities Add 539.75 529.50 554.00 594.00 Reiterates

SP TARGET 594p

[mike740] 18/2/2015 09:46

ING Informa, share price breaking out on chart, target 579p. Forward P/E to 2016 12.6 historicaly over 18, looks very cheap.

[inki] 18/11/2014 14:51

They are empire building at the cost of dilution

[butchcasio] 04/1/2014 22:40

Peter Rigby, leaving =

'Stephen Carter, who became CEO-designate in the Autumn, having left Alcatel Lucent where he was president/managing director EMEA and group director of strategy, marketing and communications. Among previous roles, he was the founding chief executive of UK communications regulator Ofcom and former chief executive of WPP company J Walter Thompson UK.'


I think Stephen is pretty good appointment IMO.

[pckrowe1] 03/1/2014 19:04

What next for Informa do you think after the departure of Peter Rigby and Adam Walker? It could be anything. Either much of the same or maybe the long anticipated buyout. I'm hopeful for the buyout at £6+?!?!

[brain smiley] 22/10/2013 10:28

stones in Hull.

[kenmill1] 21/10/2013 16:31

solid trading update - share sales mentioned above related to Peter Rigby selling up as he is leaving

[moochy] 29/7/2013 19:08

Another large sell of 262,647 shares, at 16:35 for the sum of £1,315,861
.

[moochy] 26/7/2013 16:43

Another large sell of 115,376 shares, at 16:35 for the sum of £569,727.

[moochy] 25/7/2013 19:35

Another large sell of 190,099 shares, at 16:35 for the sum of £1,134,891.

[moochy] 24/7/2013 18:17

Another large sell of 184,456 shares, at 16:35 for the sum of £914,053.

[moochy] 23/7/2013 17:37

Another large trade of 298,424 shares, at 16:35 for the sum of £1,464,366.00. This was definitively a sell because it was sold below the bid price. Looks like shareholders are bailing out of Informa!

[moochy] 22/7/2013 17:06

Time to get out now before it's too late,or go short.

[major clanger] 22/7/2013 15:53

Some broker recs / comment after Friday's disposal announcement.

Exane-> Neutral / TP 550p [unchanged]
Westhouse-> Add / TP 525p [unchanged]
Canaccord-> Buy / TP 560p [unchanged]

More info here:

www.brokerforecasts.com/news/article/articleId/4636343

[moochy] 19/7/2013 17:20

Another large trade 353,660 shares, 16:35:11 worth £1,775,643.

[moochy] 19/7/2013 03:34

...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 01:18

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 13:20

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 22:16

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 09:40

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