p/w of 10 with sales rising 20% YOY and turns around 80% of profit straight to cash worth 10 in my opinion thats why I bought it @ 550p the steal of the century ....

now out of its 90 day average heading toward 700p withing the month as understand the overhang of float shares out of the way

I got in today at 563p. Are you back in gordon geko?

Can anyone confirm this stock to be stamp duty exempt ???

Yes H, you dont pay stamp duty when buying Experian shares.

Yes H, you dont pay stamp duty when buying Experian shares.

Few recents articles highlighting the value to be found in this stock.


Daily Express:       EXPERIAN IN BRAZIL COUP

Credit-checking giant Experian yesterday stepped up its international expansion with the 600million takeover of Brazils Serasa. The FTSE 100 group, formerly part of the GUS retail empire, holds financial information on almost everyone in the UK and has been seeking acquisitions overseas.

Chief executive Dan Robert said: The acquisition of Serasa represents a unique opportunity for Experian. It was the last prize to be had in our industry.

It leaves the group controlling three of the worlds five largest credit bureaux and takes it into one of the earths most populous countries. Experian is paying $1.2billion for a 65 per cent stake in Serasa, owned by a consortium of Brazilian banks. It has an option to take full control after five years. Serasa, founded in 1968, has an information database covering 161million
Brazilian consumer records. It propels us to a leading position in one of the most attractive growth markets for credit products globally, added
Robert.



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The Sunday Times' Grant Ringshaw tips Experian. He says: 'Barely a week passes without a rumour of another private-equity bid for Experian, the data and credit-checking company. The logic is impeccable private-equity bidders attracted by Experian's strong cashflows made approaches and were rebuffed before the group was demerged from GUS last October. Meanwhile, in little over a month, three of Experian's international rivals have been snapped up by private-equity predators.

But there are other reasons to hold the shares. Experian's management has not been distracted, last week delivering a 16% rise in full-year earnings before tax and interest.

Experian is also on the hunt for deals it has about $1.4bn to spend, but must be careful not to overpay. There is also a good growth story as it expands into India, China and Latin America. At 18 times next year's earnings, the shares are reasonably priced.



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'Times' - Nick Hasell: Tempus - Diversifying Experian shakes off the fallout from the sub-prime crisis


It is not just banks and hedge funds that have been suffering from the fallout from the US sub-prime mortgage lending downturn. Credit reference agencies have been caught up in it too.

That much was evident from yesterdays first-quarter update from Experian, the 6.5 billion business information group spun-off from GUS last October. Sales at LowerMyBills, its US online lead generation service, which directs customers from search engines to potential loan providers, saw its sales fall 20 per cent year-on-year, a sharp acceleration from an 8 per cent drop in the previous quarter.

But the impact on Experian should not be overstated. The company says the US sub-prime market has now stabilised, meaning that the three months to June 30 should prove the low point. It has also been busily diversifying away from sub-prime to prime and credit card-based lending, such that the former has fallen from 85 per cent as a percentage of LMBs sales to 70 per cent now. Based on the current pipeline, that proportion should fall to 50 per cent in the second half of the year.

More to the point, LMB accounts for only 2 per cent of Experians sales. The rest of the companys interactive businesses continue to grow strongly, such that, despite the drag of LMB, the divisions organic sales rose by 10 per cent.

There was little to disturb elsewhere in the statement. Underlying growth across the group was 7 per cent in the first quarter, in line with forecasts and matching the pace of the previous quarter. Further, Experian continues to predict a pickup in sales in the second half.

But yesterdays update also indicated the extent to which Experian is insulated from any slowdown in consumer finance. Despite a clampdown by high street banks on unsecured lending, underlying sales in the UK and Irish Republic were up 6 per cent year on year. It seems that, rather than concentrating on customer acquisition, banks are spending more time cross-selling products, collecting credit and reviewing their loan portfolios more frequently. Ironically, these activities create demand for Experians services that are typically higher margin than those for straightforward loan origination. Elsewhere, Experian has just completed the $1.2 billion purchase of a 65 per cent stake in Serasa, Brazils biggest provider of consumer credit data. Here, sales are rising at 20 per cent a year, while the countrys demographics 34 per cent of its 190 million population are under 19 promise long-term sustainable growth.

But Experian remains something of an oddity within the FTSE 100, hampered by a lack of domestic peer group comparisons the US, by contrast, has the likes of Equifax, Fair Isaac and Harte Hanks and poor investor understanding of what is a complex business. That means that, at 19 times 2007 earnings, Experian is undervalued for a company with strong cash flow and high operational gearing. All the more so given recent private equity takeovers of rivals Acxiom and First Data that would also appear to make Experian vulnerable to similar approaches. Buy at 616p.

Experian Group Limited
20 July 2007


Experian Group Limited

Acquisition of The pH Group

Experian, the global information solutions company, announces that it has
acquired The pH Group, the UK market leader in business-to-business marketing
analytics.

Founded in 1987, The pH Group is based in the UK and France. It provides data
and analytics to help clients identify new business opportunities and develop
targeted marketing campaigns. The pH Group operates across a wide range of
industry sectors, including financial services, IT and telecoms.

This acquisition complements Experian's existing portfolio of business
information and marketing solutions and gives Experian leadership in the UK
business-to-business marketing sector.

The pH Group's sales in the year to 31 December 2006 were 6.1m, with gross
assets at 31 December 2006 of 3.98m. It will be included within Experian's
Credit Services activities. The pH Group was acquired from its management team.

They're not sitting still are they??!!

Experian Group Limited
25 July 2007

Experian Group Limited

Acquisition of N4 Solutions



Experian, the global information solutions company, announces that it has
acquired N4 Solutions, a UK-based mortgage sector and financial services
software provider. The acquisition is a strong strategic fit with Experian's
consumer credit activities and represents a natural extension to Experian's
application processing capabilities.


Founded in 1999, N4 Solutions provides industry-leading software which helps
mortgage providers to allocate the most appropriate mortgage to a customer,
while helping financial services clients meet key compliance objectives. Its
clients include large UK mortgage providers, such as Barclays, Nationwide and
Portman.


Sales of N4 Solutions in the year to 31 March 2007 were 9m and gross assets as
at 31 March 2007 were 2m, excluding cash. The company was purchased from its
founders and will form part of Experian's Credit Services activities.

THURSDAY 26TH JULY 2007

SHARES MAGAZINE

Trading Plays:
*Buy - Experian (EXPN.L).

Recent article from The Sunday Times

The Sunday Times' Grant Ringshaw tips Experian. He says: 'Barely a week passes without a rumour of another private-equity bid for Experian, the data and credit-checking company. The logic is impeccable private-equity bidders attracted by Experian's strong cashflows made approaches and were rebuffed before the group was demerged from GUS last October. Meanwhile, in little over a month, three of Experian's international rivals have been snapped up by private-equity predators.

But there are other reasons to hold the shares. Experian's management has not been distracted, last week delivering a 16% rise in full-year earnings before tax and interest.

Experian is also on the hunt for deals it has about $1.4bn to spend, but must be careful not to overpay. There is also a good growth story as it expands into India, China and Latin America. At 18 times next year's earnings, the shares are reasonably priced.

Considering the brokers recommendations along with all the positive news-flow - AND the clear possibility of a bid, the present share price is ludicrously low.

With the share price so low this is definitely my stock of the moment. Interim results are end of next month and with such a well respected management team you can be reasonably sure that the share price will be given a new injection of life !!

This is a cracking company with top management team and tons of promise. I'm not ramping it - just take a look around at what any qualified reporter says. To clarify the present oo-ah re credit raters, Experian has no connection with credit rating whatsoever and is merely engaged in a credit checking operation that simply enables consumers to identify their credit score.

Here's what Goldman Sachs said on Friday;

"Goldman Sachs reiterates its buy stance with price of 665 pence. In a note published this morning, Goldman Sachs said that Experian has underperformed the FTSE 100 by 15% since its de-merger from GUS at the end of 2006, and is at the bottom of its trading range. The broker added that Experian is less cyclical, more cash generative and has greater cross-selling and balance sheet opportunities than many investors believe."

I was beginning to wonder if anyone else had spotted this: -With subprime issues causing problems for lenders they are going to be requiring more detailed information about prospective borrowers in future. That means extra fees and more money in the bank for Experian.
A good time to accumulate.

Can we stop duplicating posts on the 2 current Experian threads as it's fairly tedious to read everything twice. I'm sure that one thread would suffice at the present time?

No news exists for yesterday rise. It's just the nature of the stock to be up one day and down the next. No doubt it will go down by the same amount today - and that's a good reason to lock in profits. Sell and come back after it's fallen again.

Likewise, there was no news associated with the fall in the sp.
May be it's just regaining the level which reflects a true value of the company?

Long weekend - during which ANYTHING can happen due to ongoing market volitility. Have sold off and will take another look next week.

What does that mean, "long weekend, during which anything can happen"? Nothing is going to happen. The UK market will be shut. It will react to the US market like it does every day. Nothing special is going to happen because the market makers and movers & shakers aren't at work.