Tetragon Financial Share Discussion Threads

[cat] 12/2/2003 07:45

plop pudding

[kenmill] 10/2/2003 17:41

the appearance of Cinven/Candover (CC)as prime competition for any acquisition is probably the main reason for the fall. Institutions have lost confidence in the growth story. CC has seen what a good business scientific publishing is and can enter the market, offering cash each time while T & F has to go to the market to raise capital. After Wolters Klewer they are going for the BertelsmannSpringer sub. This will make them double the size of T & F and the obvious next target would be T & F itself. Meanwhile T & F are just picking up the crumbs which will be enough to probably keep a 10% rise in profits ticking over but not as exciting as the last few years. At this level, any further significant drop will create interest.

[dodddy] 10/2/2003 15:36

added to short today 360

[clem] 09/2/2003 13:18

Some Sector comparisons.

[theape] 09/2/2003 02:23

so back to |TFG.

a big nasty is the amount of sales to US libraries and Universities.

the title profile would suggest this is very high.

the recent Bush budget would suggest they ain't got no money to renew.

but I'm getting some hard renewals data from a competitor in 10 days, if we can bear to wait, and see the renewals trend.

[m.t.glass] 07/2/2003 13:30

Well, I am. Shorted on charts at 12 Dec, but chickened out mid-Jan, and reshorted at 405p

[dodddy] 07/2/2003 08:57

the name muppet and ainsoph are synonomous, everyone knows that ?

[zzaxx99] 07/2/2003 08:51

Nothing at all - the idiot is just spamming ape's threads (with criticism aimed at himself, which is a quite bizarre thing to do, imho)

[dodddy] 07/2/2003 08:48

>ainsoph and this has what to do tfg exactly ?

ps great call ape

[clem] 07/2/2003 07:57

Removed by ADVFN

[yf23_1] 07/2/2003 03:28

I remember matthew mentioning this a few weeks ago on the TANK thread.
Are you still short, not from 2001 obviously, but from recently ?

[m.t.glass] 07/2/2003 03:17

Clinging to the bottom-most edge of those distant 1999 support levels by its very fingernails.. with a 140p-deep air pocket below.

[theape] 07/2/2003 01:08

nudge nudge, wink wink

[theape] 27/1/2003 19:45

asked around my publishing contacts.

apparently they have sunk loads of money into print on demand, which raised a lot of eyebrows in the industry.

rightly so

[dodddy] 27/1/2003 11:07

edit wrong thraed

[nirvs] 27/1/2003 10:36

shorted last week at 407p. a big THANKS Ape!

[m.t.glass] 27/1/2003 10:05

Back in from 405... thanx ape.

[dodddy] 27/1/2003 09:51

short at 385, nice one ape

[dead cat bounce] 26/1/2003 19:42

Looked at longer term chart now - support is at 375

dcb

[parrett] 26/1/2003 14:42

Went short TFG on Fri, hopefully not premature

Thanks for the analysis theape

Parrett

[cat] 25/1/2003 20:19

I can only speak from experience in the drugs industry - but many people I know are rationalising their spend on such publications - especially their adveritising spend.