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I think this merger has some significant benefits for Informa. It's a diversification away from events in to a profitable market that is less affected by Covid type events, and it's another area that could grow by increased market share and merger and acquisition. Smart move I believe.
Good set of mid year results, well run company, shareholders seeing rewards for patience. Happy days!
Informa is in the process of finalizing divestment of it's Intelligence businesses which will leave it with a big pot of money. Suspect that they will now go on an acquisitions run to diversity in to the tech and data markets so that they are not as heavily affected by any downturn in events should there be another Covid surge. Sensible business approach, I can see this easily getting to the ÂŁ9.00 - ÂŁ10.00 mark in 2024, so a good long term hold. RELX I am unsure about at the moment, they went hell for leather on the road to becoming a really tech focused company with lots of product development in Research and Healthcare, but I can see there being market challenge there as the likes of AWS, and Google want a big piece of that Pie. Probably a hold for me at the moment, but also worth noting that they changed CIO last year and the previous incumbent was extremely influential in terms of that Tech transformation so be interesting to see what happens in 2024.
This one has come up on my wyckoff group chat , if it can get above current zone , has potential to run up to 940 , using standard 3 point reversal scaling . Could happen quickly . Taking a position in the next few weeks if plays out as suspected .
good luck all
Informa done well recently
Everyone, I got the link from another board who triggered a petition against shorting
You may be interested to sign it as well so please circulate to all boards you are on and they are affected
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal
Looks a positive result future still looks bright
Big speculation via Betaville.
Buy back .
Started to in September and seems likely MM need stock.
From Trading Update - 12 June 2020;
"Subscriptions-related businesses (c35% of Group revenue in 2019)
Events-related businesses (c65% of Group revenue in 2019)"
I've been in both Relx & Informa this summer and Informa has larger sp swings.
A fair few -5% days but it has hit higher highs, and has been above 500 post covid.
Title, I know is a bit provocative!
However, I'm invested there (RELX) and its a high quality business with many similar areas to Informa.
One thing I wonder (will look into accounts later) is if events are a much bigger percentage of Informa's revenue than RELX's. Anyone here know?
Both RELX and Informa have scientific journals businesses: Elsevier and Taylor and Francis, respectively. Both of these are good markets to be in. Subscriptions from institutions etc.
So, the big question what is the discount I apply to RELX to get to the Intrinsic vale of Informa? I.e. is it cheap?
Are there any skeletons in the cupboard I should know about here? Turnaround plans that never turn anywhere... etc
Cheers for your time!
I hope you don't mind me gatecrashing the BB, but I do think that this open letter is well worth signing. See what you think and all the very best to everyone.
To the boards and management teams of the UKâs listed companies.
COVID-19 is leading to a large wave of recapitalisations for UK PLCs. We are concerned that UK retail investors are not receiving their entitlements to participate in these often discounted fundraisings.
Here are the facts:
The FCAâs welcome stance on pre-emption rules has enabled companies to issue up to 20% of their share capital quickly and without a rights offering to broader shareholders.[1]
UK PLCs are now issuing significant amounts of shares directly to institutional investors and typically at discounts to already depressed share prices. As of the date of this letter, this includes ASOS PLC, Hays PLC, Hotel Chocolat Group PLC, Informa PLC, Joules PLC, MJ Gleeson, SSP PLC and WH Smith PLC.
The FCA Statement of Policy stresses the importance of âretaining an appropriate degree of investor protectionâ and that âIssuers can play an important role in delivering âsoft pre-emptionâ in the placingsâ
While we recognise the need for businesses to raise equity capital in an expedited fashion, we are concerned that no protections are being afforded to retail investors.
Technology exists today to run a retail offer as part of an accelerated fundraise, with no delay to the issuance timeline or impact on pricing. www.primarybid.com, for example, has partnered with London Stock Exchange to do exactly this (at no cost to individual investors).
We encourage UK PLCs and their boards to protect individual shareholders and employees by respecting their rights to participate alongside the institutional investors, management teams and board members.
This is more than just good governance
Retail investors are showing unprecedented support for UK PLCs. In recent weeks, they represented over 20% of the volume on the FTSE All Share with 60-74% of this volume being BUY orders. UK stockbroking platforms are reporting over three-fold increases in new account openings. They can and should represent a powerful source of funds for listed companies. [3] [4]
This letter requests the following calls to action:
UK PLCs consider the FCA guidance by âexercising their right to be consulted on, and to direct, bookrunnersâ allocation policiesâ and mandate retail tranches as part of a fundraise
All deal advisors ensure retail investors are part of their thinking when structuring a fundraise
Retail investor industry bodies continue working with The Pre-Emption Group (PEG) and the Association for Financial Markets in Europe (AFME) to ensure that best-practice guidance makes reference to the importance of retail involvement in accelerated capital raisings.â
We urge anyone who has sympathy with our views to sign this open letter and draw attention to this important issue.
https://allinvestorsmatter.co.uk/
Apologies for board hopping but- The petition is going quite well; ~4700 signatures so far. Although it really needs a turbo boost. https://petition.parliament.uk/petitions/112044/sponsors/frRbCOsOLO6QqIN82UOX This petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016. The FCA don't even reply on the matter, now is your chance to have your say. If you hate seeing buys reported as sells etc!!!!!! Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog. My local MP supported this petition by writing to the petitions committee to help un-stall it. There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go! If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. We are currently getting approx. 100 new signatures a week, but need 3x that amount to reach the target with only 15 weeks to go. At 5000 I will send this to the PM & the chancellor as well as my MP again. So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so. If each person who has signed can get just one other person to sign then we will double the total immediately. I have posted to all aim listed gas n oilies, currently doing the footsy 100. But I can only do so much to push this. Really need you guys & gals to help. Thanks to all who have signed so far. We really need a social / media savvy individual to help generate more interest in this.
Analysts’ Recent Ratings Changes for Informa Plc (INF) Posted by Joseph Griffin on Aug 4th, 2015 Informa Plc (LON: INF) has recently received a number of price target changes and ratings updates: 7/29/2015 – Informa Plc had its “outperform” rating reaffirmed by analysts at BNP Paribas. They now have a GBX 620 ($9.68) price target on the stock. 7/29/2015 – Informa Plc had its “hold” rating reaffirmed by analysts at Deutsche Bank. They now have a GBX 535 ($8.36) price target on the stock. 7/29/2015 – Informa Plc had its price target raised by analysts at Barclays from GBX 575 ($8.98) to GBX 585 ($9.14). They now have an “equal weight” rating on the stock. 7/28/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Numis Securities Ltd. They now have a GBX 635 ($9.92) price target on the stock. 7/28/2015 – Informa Plc had its “hold” rating reaffirmed by analysts at Investec. They now have a GBX 577 ($9.01) price target on the stock. 7/27/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Panmure Gordon. They now have a GBX 650 ($10.15) price target on the stock. 7/27/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Nomura. They now have a GBX 630 ($9.84) price target on the stock, up previously from GBX 600 ($9.37). 7/23/2015 – Informa Plc had its “add” rating reaffirmed by analysts at AlphaValue. They now have a GBX 591 ($9.23) price target on the stock. 7/22/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Kepler Capital Markets. They now have a GBX 680 ($10.62) price target on the stock. 7/20/2015 – Informa Plc had its “equal weight” rating reaffirmed by analysts at Barclays. They now have a GBX 575 ($8.98) price target on the stock. 7/15/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Nomura. They now have a GBX 600 ($9.37) price target on the stock. 7/9/2015 – Informa Plc had its “hold” rating reaffirmed by analysts at Deutsche Bank. 7/9/2015 – Informa Plc had its price target lowered by analysts at Barclays from GBX 590 ($9.22) to GBX 575 ($8.98). They now have an “equal weight” rating on the stock. 7/8/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Societe Generale. They now have a GBX 645 ($10.07) price target on the stock. 7/3/2015 – Informa Plc had its “sell” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 450 ($7.03) price target on the stock. 7/2/2015 – Informa Plc had its “add” rating reaffirmed by analysts at AlphaValue. They now have a GBX 587 ($9.17) price target on the stock. 7/1/2015 – Informa Plc had its “buy” rating reaffirmed by analysts at Panmure Gordon. They now have a GBX 650 ($10.
INF INFORMA Broker BUY Recos.......... 29 Jul 15 Exane BNP Paribas Outperform 599.75 - 620.00 Reiterates 29 Jul 15 Nomura Buy 599.75 600.00 630.00 Reiterates 28 Jul 15 Numis Buy 599.75 635.00 635.00 Reiterates 27 Jul 15 Panmure Gordon Buy 599.75 650.00 650.00 Reiterates 27 Jul 15 Nomura Buy 599.75 - - Reiterates 08 Jul 15 Societe Generale Buy 599.75 645.00 645.00
Big UPGRADE............ 26 Feb 2015 Informa PLC INF Goldman Sachs Buy 543.00 543.00 520.00 637.00 Upgrades. SP TARGET 637p.
<b>Informa Plc’s “Hold” Rating Reiterated at Deutsche Bank (INF)</b> 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.
INF Informa broken out on two fronts. First SP target 578p. Trades on a forward P/E of 12.8 to 2016, historically 18 https://pbs.twimg.com/media/B-sUXeIXIAAZzRZ.jpg
<b>Informa Plc Stock Rating Reaffirmed by AlphaValue (INF)</b> 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.
18 Feb 2015 Informa PLC INF Westhouse Securities Add 539.75 529.50 554.00 594.00 Reiterates SP TARGET 594p
ING Informa, SP breaking out on chart, target 579p. Forward P/E to 2016 12.6 historicaly over 18, looks very cheap. https://pbs.twimg.com/media/B-HhXahIYAAhsiQ.jpg