Pearson Share Discussion Threads

[tsmith2] 31/1/2017 12:52

Schroeder double their holding picking up as many as they have?

[jasun burn] 29/1/2017 19:47

i suspect they are bottom fishing

[bottomfisher] 29/1/2017 19:02

Schroders’ decision to spend around £250m doubling its stake in Pearson, a week after it was finally cutting its dividend after its fifth profit warning in four years, is a bit of a puzzle.

Schroders, which was already Pearson’s biggest shareholder, has increased its stake from 5.1% to 10.2% according to last Friday's RNS announcement. Is Schroders’ investment a vote of confidence in Pearson’s management and strategy, or an opportunistic move ahead of a possible takeover bid?

With over 10% Schroders is now in a position to play a role on any negotiations if there is a bid, and to put pressure on Pearson chief executive John Fallon to quit if there is not.

[essentialinvestor] 27/1/2017 17:52

The BOD are just falling over themselves in the stampeded to buy at these
levels, not.

Remarked previously on the lack of insider buying on the decline and it continues atm.

[tsmith2] 26/1/2017 15:24

Hopefully momentum into close

[blueball] 26/1/2017 10:41

More of the same today.

[fabius1] 25/1/2017 11:58

Blueball - Not sure about a bounce. More of a crawl...

[tsmith2] 24/1/2017 18:51

More of the same tomorrow possibly even slight acceleration

[tsmith2] 24/1/2017 14:51

Let's see if we can get some momentum here

[blueball] 24/1/2017 12:28

Broken 600p today the bounce is on.

[blueball] 24/1/2017 10:08

Lowering outlook to negative.

[tsmith2] 23/1/2017 14:19

What are Moody's saying?

[blueball] 23/1/2017 13:12

Thanks to Moodys today we are heading up.

[fez77] 20/1/2017 16:37

No this has definitely got potential!

Only Liberum think its value is 360. Other broker forecasts are from 550 to 960. Societe Generale says "Buy" and Beaufort Securities and Deutsche Bank say "Hold". JP Morgan Cazenove are "Neutral".

I've noticed that Liberum forecasts are often lower than other Brokers.

Of course if you're shorting then you will have a different view!

[blueball] 20/1/2017 16:14

Dead cats bounce..

[bookbroker] 19/1/2017 23:19

That will boost the price!

[little beaker] 19/1/2017 22:43

Rumours that Fallon might go tomorrow... will know soon enough lol

[tsmith2] 19/1/2017 08:37

good reversal

[bookbroker] 18/1/2017 20:06

Penguin RH. is a very valuable asset, I wouldn't hazard a guess what, but that 47% might be worth a third the current market value of the co.!

[declan2] 18/1/2017 16:50

value under £5.50