Relx Share Discussion Threads

[electronic303] 21/2/2019 11:09

Also I dont like Companies that buy back so many shares to prop up their share prices. Wasting £250 million which should either reduce debt (preferable) or be distributed to shareholders.

[electronic303] 21/2/2019 11:05

Looks too fully valued to me, for a heavily indebted Company. Margins have been declining. Maybe I am being pessimistic, but I find its business model unconvincing. One upset to the good news may see a big pullback.

[patientcapital] 21/2/2019 07:35

Solid set of results with a positive outlook.

[hazl] 19/2/2019 08:08

I saw that pugugly very interesting article indeed.

[pugugly] 17/2/2019 11:53

Could this be the Napster moment for Elsevier - Major article in theSunday Times today.
The upstart is which allows free puplication and free access to research publications
"Academia.edu is a platform for academics to share research papers. The company's mission is to accelerate the world's research.

Academics use Academia.edu to share their research, monitor deep analytics around the impact of their research, and track the research of academics they follow. Over 74 million academics have signed up to Academia.edu, adding 22 million papers. Academia.edu attracts over 46 million unique visitors a month.
Read press coverage about Academia."

imo a most useful site - Still exploring - Any views would be aprcciated.

[shieldbug] 10/1/2019 10:14

Essential. I was wondering the same thing - I have some ITs with RELX shares. They like to describe themselves as "information and analytics company", in reality I think they are a publishing and exhibition company with a lot of (acquired) software for automating things like legal documentation etc. Rather too much debt in my humble opinion to be lashing out on buy backs.

[essentialinvestor] 08/10/2018 17:31

Can anyone explain what it is this company actually does.
Was farmilar with Reed Elsevier back in the days.

Huge amount of acquisitions is what strikes me.

[spoole5] 21/9/2018 10:39

Pound's recovery against the dollar a contributory factor.

[electronic303] 20/9/2018 20:27

Apologies, wrong info., REL is not exD, I was thinking of Renishaw which exD today.

[electronic303] 20/9/2018 20:24

It has just gone ex-D, that would make a slight difference. Am still holding.

[wirralowl] 20/9/2018 15:17

Thank you very much, jkc147. I need to look into this when I've more time, but sounds very plausible.

[jkc147] 20/9/2018 15:15

European research funders seeking to introduce open access system, article published early sept, coincides with drop in share price. Threat might be seen to RELX's business model?

[wirralowl] 20/9/2018 09:50

Anyone still holding and know of a reason for the fall? Is it down to the high debt level and anticipation of higher interest rates or something more specific?

[andyj] 24/2/2018 00:49

Looking good, broken up and 1500 now providing support.

[andyj] 21/2/2018 10:07

A break up through 1500 could restart the uptrend.

[electronic303] 20/2/2018 17:07

Andyj, maybe, but am suspicious of companies that continually buy back shares though. Smacks of using Company funds, mostly borrowed money as in this case, to boost Directors' share option prices and to keep the city sweet. I would rather they paid down the high debt. This has put a warning flag on this Company for me. We shall see from the next results if the management's huge faith in the Company is justified.

[andyj] 20/2/2018 14:16

Looks like a great entry point to me!

[electronic303] 17/2/2018 10:48

Cant see any reason for share weakness except out of favour.
Can hardly be described as an over-valued dividend stock.

[spoole5] 11/1/2018 11:03

https://m.benzinga.com/article/11014660?utm_referrer=https%3A%2F%2Fwww.google.co.uk%2F

[losos] 21/7/2017 14:41

topvest - ref. miserly growth (as you were commenting on last year) have had a quick look at the last annual report and seems to me growth of revenue has picked up.

Still is not stellar but going in the right direction. Going ex/div shortly. Have dipped my toe in, that's often the kiss of death but we shall see haha.

[loftus16] 23/2/2017 14:27

Hope you bought them back. Solid results.

[muffinhead] 05/4/2016 07:37

and a lot of debt topvest

BMY better value

[topvest] 31/3/2016 19:23

I've sold all of mine today at a very good profit. Looks pricy on a P/E of 20 and 2% yield. It is a quality business...that there is no doubt! However, for a business that has -0.3% / annum revenue growth over the last 6-8 years, they are hardly what you might call a growth stock. No revenue growth over the medium term is an automatic fail on my stock selection criteria. If a business can't grow the top-line it is hardly a great stock to be in and is quite obviously in decline/running fast to stand still.