Informa Share Price (INF)

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.

Https://www.proactiveinvestors.co.uk/companies/news/1032760/informa-tipped-to-upgrade-guidance-at-tuesday-s-update-1032760.html

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 £9.00 - £10.00 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.

https://www.proactiveinvestors.co.uk/companies/news/987795/informa-to-restore-dividend-as-live-events-make-strong-return-987795.html