| 21:13 19/04/2012 | SpikeytDT |
| Is SpikeyDT a machine generated system that keeps filling all the stock message boards. It doesn't seem possible for one person to pollute all the top 100 share message boards with reams of message links like this. It also makes it very difficult to create a conversation trail with the level of interruption. Is it possible to get this stopped? Anyone have a view on this? By gamesinvestor |
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| 6:22 28/02/2012 | Newspaper Briefing................................ |
| 7:13 am Newspaper Briefing http://bit.ly/zyl1sd By SpikeyDT |
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| 17:01 16/02/2012 | The Guardian...... |
| Thursday 16 February 2012 17.02 GMT Guardian. http://bit.ly/ySJ4Vh By SpikeyDT |
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| 10:13 16/02/2012 | Broker tips: |
| Broker tips: Reed Elsevier, Kingfisher, Ladbrokes Date: Thursday 16 Feb 2012 http://bit.ly/w6GRSJ By SpikeyDT |
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| 15:21 11/02/2012 | Trading update next week |
| Good yield http://www.dividendmax.co.uk/sectors/media/companies/reed-elsevier By performer |
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| 17:38 26/01/2012 | Reed Elsevier dismisses break-up calls |
| 5:35pm Reed Elsevier dismisses break-up calls http://on.ft.com/xE3WCj By SpikeyDT |
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| 14:16 02/01/2012 | Sunday times investment strategy for 2012 |
| Number one tip - Dividends www.dividendmax.co.uk http://www.dividendmax.co.uk/sectors/media/companies/reed-elsevier By performer |
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| 17:22 02/12/2011 | The Guardian |
| Posted by Nick Fletcher Friday 2 December 2011 17.29 GMT guardian.co.uk http://www.guardian.co.uk/business/marketforceslive/2011/dec/02/ftse-rises-reed-misses-out FTSE records biggest weekly rise for nearly three years, but Reed Elsevier misses out on rally FTSE 100 closes more than 1% higher on the day on hopes of a solution to eurozone crisis as well as positive US jobs data reddit this Comments (0) Reed Elsevier missed out on a market rally - which helped the FTSE 100 to its best weekly performance since January 2009 - after analysts suggested the publishing group would not attract serious City interest until it sold some of its underperforming businesses. Ahead of an investor day next Tuesday to show of its science and technology division, analyst Matthew Walker at Nomura said: Reed's chief executive was pretty clear on the third quarter call that the company does not intend to dispose of an entire division. However, too often low-growth parts (such as screening, infrastructure software, print magazines and directories, print books, pharma promotion) have disguised the good underlying growth in areas like insurance, science and technology, exhibitions (ex-cycling) and parts of Reed Business Information. More rapid disposals are needed (some small ones have already been made), with cash invested in higher growth, higher margin opportunities. The valuation is attractive and Reed would probably outperform in a downturn, but a sizeable re-rating may need more extensive corporate action. Reed dipped 2p to 524p. But with investors taking a positive view of the latest developments from the eurozone - including comments from German chancellor Angela Merkel that she is pushing for fiscal union to help resolve the current crisis - the FTSE 100 finished 62.95 points higher at 5552.29. US non-farm payroll figures showing a 120,000 increase in jobs in November - in line with forecasts - also helped sentiment, and Wall Street was around 50 points higher by the time London closed. By SpikeyDT |
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| 9:50 13/11/2011 | Trading update next week |
| http://www.dividendmax.co.uk/sectors/media/companies/reed-elsevier By performer |
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| 17:41 08/10/2011 | BREAKTHROUGH |
| Well my long-suffering fellow shareholders – we have earth-shattering news to report that could be the beginning of a major bonanza……or maybe the beginning of the end. The Company has recently announced that they have discovered that print media is being overtaken by the digital world. I know – I know. It’s hard to grasp the implications of this astounding discovery when you first read it. It belongs right up there with other major discoveries: The world isn’t flat. Fish swim. (insert your own personal favorite here). Of course – any time the world is shaken by major discoveries like this ---- serious and impactful adjustments must be made. In this case – since the rest of the publishing world discovered this fact about 10 years ago – REL will need to make some major internal changes in order to afford the cost of catching up with the competition: Effective immediately…….. EVERYTHING will be outsourced to India. This includes all work that employees do on a daily basis - including lunch. (this will mean that each and every employee must travel to India to train their counterpart there) These trips will be paid for by the employee since…….. Travel and Entertainment expenses will cease immediately. Exception: The practice of sending an entire section from around the world to the UK for a two-day meeting because that’s where the boss works will continue. Hiring and promotions: All hiring of new employees will cease immediately. Promoting people to head departments who have no experience in the disciplines needed in that department will continue. This is a long-standing practice at Reed Elsevier and we are not going to let some financial difficulties interfere with tradition. We look forward to the challenge of bringing the Company into the digital world. Who knows what the rest of the world will be using to access information when we get there –but isn’t that part of the excitement? We are confident that we will successfully compete with the Internet – the Google – the Facebook and all the other providers of free information. Let’s face it. Customers may have to pay for a lot of information that they could get elsewhere at no cost….but when they learn that it came from India ----- cost will not be an issue. Your Manager. By Clotted Cream |
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| 12:39 17/09/2011 | The Telegraph |
| Reed Elsevier on show as analysts moot break-up http://tgr.ph/oTygKz Exhibitions and publishing business Reed Elsevier was in the spotlight as City scribes asked whether it was time for the Anglo-Dutch group to break up. By Rachel Cooper, City Reporter7:04PM BST 16 Sep 2011 Comment FTSE today: market report live Earlier this week, US business McGraw-Hill decided to split itself into two companies – a markets data company that includes Standard & Poor’s ratings business and an education company for textbook publishing – following demands from investors for a reorganisation. Alex DeGroote, an analyst at Panmure Gordon, said the move suggested Reed should look at “material restructuring opportunities”. Citing claims that some shareholders are dissatisfied with Reed management, he said: “This is unsurprising. Share price performance has been uninspiring. In absolute terms the share price is the same today as it was 11 years ago, whilst profits have doubled.” With that in mind, he argued that Reed should assess whether its main businesses might have different dynamics and be attractive to investors for different reasons – for example, the exhibitions business could be a viable stand-alone business with scope to consolidate a very fragmented industry. By SpikeyDT |
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| 18:55 13/09/2011 | Question for Spikey |
| I see from citywire that the manager of Jupiter Uk special situations has been buying Reed (as well as BP, Glaxo, Astra, LSE) based on significant value following recent drop in share price. Do you hold? Any views? By NickintheKnow |
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| 18:07 28/07/2011 | Modest growth at Reed |
| Modest growth at Reed Created: 28 July 2011 Written by: Malar Velaigam http://www.investorschronicle.co.uk/Companies/ByEvent/Results/Analysis/article/20110728/dd47af9e-b8f6-11e0-a777-00144f2af8e8/Modest-growth-at-Reed.jsp Anglo-Dutch publishing giant Reed Elsevier had pinned its hopes of recovery on its exhibitions business which accounts for around 12.5 per cent of group revenue. Excluding the cycling out of biennial shows, underlying revenues from the division increased 10 per cent and chairman Anthony Hubgood is accelerating growth by introducing 40 new shows this year. So far, 18 of these have already been held. Strong demand for scientific and medical research information helped drive profits up 8 per cent to £349m, on underlying sales 4 per cent higher, at the Elsevier unit, but Mr Hubgood is expecting "modest" top-line growth here over the rest of the year. Reed's risk management division, Lexis Nexis Risk, also posted 4 per cent higher sales to £452m, thanks to strong insurance data and analytics sales. However, insurance software sales plunged 25 per cent as a result of delayed purchasing decisions and is not expected to improve in the second half. Reed Business Information (RBI) returned to growth in the half year as prior action to focus on higher-margin business and cut costs meant adjusted profits rose 12 per cent on revenues 2 per cent higher. This was despite weakness in print advertising, which offset growth in the data products business. Analyst Patrick Yau at Peel Hunt has left forecasts unchanged, and is expecting full-year adjusted pre-tax profits of £1.36bn and EPS of 46p (from £1.28bn and 43.4p in 2010). REED ELSEVIER (REL) ORD PRICE: 566p MARKET VALUE: £6.89bn TOUCH: 565.5-566.5p 12-MONTH HIGH: 594p LOW: 505.5p DIVIDEND YIELD: 3.6% PE RATIO: 19 NET ASSET VALUE: 163p NET DEBT: 176% Half-year to 30 Jun Turnover (£bn) Pre-tax profit (£m) Earnings per share (p)** Dividend per share (p)** 2010 2.99 412 13.2 5.40 2011 2.90 476 15.8 5.65 % change -3 +16 +20 +5 Ex-div: 3 Aug Payment: 26 Aug *Includes intangible assets of £7.8bn, or 641p a share **Turnover and pre-tax profits are for the combined entity while earnings and dividends per share are for the plc More analysis of company results IC VIEW: FairlyPriced Underlying revenue growth has returned to Reed Elsevier, but on a marginal scale, and with full-year adjusted EPS forecast to rise by only 6 per cent, a rating of 12 times earnings estimates is justified. Fairly priced. By SpikeyDT |
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| 22:29 22/05/2011 | Analyst-Tips.. |
| 21-22 May 2011Issue number 1004 The Daily Telegraph Sharewatch: A consensus of analysts rate Vodafone, 173p, and Reed Elsevier, 565.5p, as firm buys, while ITE, 234.5p, and Hilton Food, 257p, are regarded as more speculative plays. http://www.weekendcitypressreview.co.uk/subscriber/this-weeks-review By SpikeyDT |
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| 23:18 11/05/2011 | Tuesdays investor seminar |
| http://www.ft.com/cms/s/0/e6ffa0e6-7b98-11e0-9298-00144feabdc0.html#ixzz1M5HMWXY6 By Bryce Elder and Neil Hume Published: May 11 2011 08:57 | Last updated: May 11 2011 21:13 Reed Elsevier rose 1.8 per cent to 559½p on a positive response to Tuesday’s investor seminar on its risk information unit, which provides about a quarter of operating earnings. Nomura argued that the unit’s market leadership, growth rate and high margins were significantly undervalued in Reed’s group valuation of 10.6 times 2012 earnings. By SpikeyDT |
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