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Informa - “Growth acceleration plan†triggers share spike

May 2015

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • INF
  • Price:
  • 599p
The shares spiked to a new high of 605p after Informa unveiled a growth acceleration plan for 2014-2017. The plan is to invest £70m-£90m in the next three years with £30m-£40m in 2015 and while it will lower eps this year it will deliver run rate organic growth by end 2016. Informa also announced a £200m impairment charge against Datamonitor (acquired in 2007) and its Chinese pharma data investment.Results themselves were in line with revenue and operating profit almost unchanged at £1,137m and £334m respectively while eps rose 2% to 40.3p. Net debt rose from £783m to £876m (net debt / ebitda: 2.2 times).Academic publishing, which comprises the Taylor & Francis, Routle ...

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