Relx Share Discussion Threads

[deans] 25/6/2015 05:11

Still couldn't get away early as had to issue correction!

[deans] 24/6/2015 14:33

Early with today's RNS re share buy back staff must be off early!

[jakedog2] 10/5/2015 07:12

looks very cheap here if REL hits the tgt 1.25e EPS.

Trading on PE x12 for dept free company, which is is highly cash generative with some quality metrics

ROC = 64%

ROE = 42%

Op Margin = 24%

Am I missing something ?

Thanks,
JD2

[jakedog2] 10/5/2015 07:06

aishahq

top line growth, through acquisitions...

2014 Rev 3.1e billion

2015 Rev 8.5e billion

[aishahq] 01/5/2015 06:24

Any thoughts please why forecast PBT for 2015 jumps to c£1.7bn compared to them achieving only £650m in 2014? Seems like a massive leap! Any particular reason why? Thanks

[marmar80] 28/2/2015 12:03

Very quiet here..

[mechanical trader] 06/6/2014 08:44

REL

Technicaly looking very bullish here the chart......

[mechanical trader] 21/5/2013 07:06

21 May Reed Elsevier PLC REL Deutsche Bank Buy 0.00 767.50 790.00 820.00 Reiterates

SP Target 820p.

[deans] 16/5/2013 17:28

You mean 800p?

[mechanical trader] 16/5/2013 06:59

REL

SP broken through ceiling of a downward trend channel looks very positive for the future, Targeting 300p as first point of call in the turnaround here.

[deans] 19/2/2013 10:03

Anyone when are full year results being reported?

Thanks in advance

[mechanical trader] 07/9/2012 13:09

Key Calls - Europe Nick Nelson............................ [phone]
C.hanges to Key Calls

Add Reed Elsevier NV

We add Reed Elsevier NV to the European Key Call list. We believe that there are now clearer
signs that the transformation underway at Reed Elsevier in recent years should allow it to
deliver higher quality, resilient revenue, earnings and cash flow growth. In essence, the steps
taken by senior management (be they restructuring or investment) are starting to deliver returns
in terms of performance, and this should lead to greater returns for investors. In our view, this
accelerating growth, and these improving returns, should justify a substantially higher valuation
than the company currently attracts. We believe both the plc and NV lines offer scope for
substantial outperformance, but we would advocate the NV over the plc, given the plc's
p.remium to NV is near all-time highs at 11%. Cash returns – potential 7-8% annual cash yield
Management recently announced that the proceeds from the Reed Business Information (RBI)
disposals would be used for share buybacks – providing an indication of its likely strategy to
maintain group leverage when it falls below 1.5x from 2013. Re-levering to that level in 2014
could add c9% to long-term earnings, or it could be maintained through smaller annual
buybacks of £400-500m (3-4% of equity, a total 7-8% cash yield). For further details please see
".Reed Elsevier: Delivering returns" – Alastair Reid, 6 September 2012.

[mechanical trader] 05/9/2012 14:28

Joined you guys. Looks like the
breakout is established.

Some recent positive broker upgrades aswel.

[brain smiley] 17/2/2012 13:03

interesting

[brain smiley] 16/2/2012 13:03

LONDON (SHARECAST) - Nomura has reiterated its buy recommendation and 668p target for business information solutions provider Reed Elsevier, saying that the group's full-year results were "reassuring".

The firm said that underlying sales growth was 2% in 2011, 3% excluding biennial cycling, compared with Nomura's 1.1% forecast.

"The main differences were in Risk where growth was 4% vs. our 2.9% forecast and Exhibitions where growth was flat versus our -2% forecast," the broker said.

"For 2012, the company expects continued growth in organic revenue. Consensus is around 2-2.5% and our current 1.3% estimate looks a touch conservative."

[brain smiley] 16/2/2012 10:29

Anglo-Dutch publisher Reed Elsevier, however, is heading in the other direction. Its shares have climbed 2p to 536p as it reported a 5% rise in annual operating profit and said it expected another year of growth despite the tricky economic climate. Singer Capital Markets said:


Reed's full year results are ahead of expectations at the profit level. In broad terms the outlook is supportive of our positive stance on the business to business sector with exhibitions and data markets in generally good shape with some noteworthy deviations. We note that legal markets still look very tough and European exhibitions outlook appears soft and Reed is clearly cautious. Academic publishing commentary appears to be solid and non-European exhibitions is encouraging.

The shares have lagged the market and only risen 2.9% year to date. The valuation looks modest and there is some scope for a re-rating.

[losses] 18/4/2011 12:13

Surprised, thought the share price would build up towards reaching the XD date.