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Real-Time news about Inditherm (London Stock Exchange): 0 recent articles
|lfc4ever: if one takes a more optimistic view,
suppose Inspiration's EBITDA increases to £1m pa for y/e Jan 2016. suppose due to economies the IDM business is a net contributor of say £0.2 pa.
Give it a pe of 20 because of the growth story.
that would suggest a post consolidation share price of about 80p. 8p pre-consolidation.
anyway. it all sounds much more promising than just burning our way through the 1m cash pile, which, i fear, was all that was going to happen over the next 3 years with IDM as a standalone outfit.|
|lfc4ever: so, instead of owning 100% of a loss making company, with no growth, valued basically at cash this morning, current IDM holders will own 16.7% of the new company.
Fag packet calcs:
taking the y/e 31/1/15 figures, adjusted EBITDA was £0.8m.
let's say an IDM loss of 0.2m to come off that.
about 31m shares in the entity = EBITDA of about 1.9p per share?
p/e 10 = 19p
Say cash of about £1m, worth about 3.2p per share post consolidation.
fair value post consolidation of about 22p per share.
Therefore pre-consolidation value of 2.2p per IDM share?
What am I missing?|
|steaming turd: The selling is due to people who have realised that the jam tomorrow that keeps getting promised is not going to happen.
There is not a ludicrous over-reaction of selling due to the share price falling.
Some of it is a reaction to the over hyped promises of a few on here who i think have acted together in ramping this and then sold.
As any true ramper knows you must never let the mugs know you sold.
Keep them thinking your hurting as well as the share price slowly drops.
Let them think you still hold so you can hopefully sucker them in elsewhere.
Keep talking it up and give false hope to those left who are still holding on in the hope this will bounce.|
|lfc4ever: IDM is and always has been an incredibly illiquid stock. very hard to buy/ sell in any volume. The volume recently had not been large, but it has been mostly on the sell side. not surprising therefore that there has been a ludicrous over-reaction in the share price.
It offers an obvious buying opportunity, and at a hint of good news the share price will rise just as rapidly.
I see IDM as being a relatively safe bet at the moment. Breaking even, and with cash in the bank, it is pretty secure. The product is heavily endorsed by NICE. It will not take a huge pick up in sales for it to be turning a tidy profit, and see the share price rapidly back in the teens.
It is a long term game.|
|davethehorse: IDM share price still struggling for support, with no news for 6 months odd we could see a slide back to 5p sort of levels again unless they announce some decent contract wins in the meantime.|
|morwood: I have been addng a few more over the last few days. I think the share price will start to pick up as move closer to the final results day.|
|davidosh: marlint111....The size of the global market is considerably more than £38m and growing rapidly in the developing countries. The UK market alone must be worth £15m and there are annual maintenance contracts to think about.
That said if IDM get 20% of the global market I will be ecstatic and even £7.6m in revenues will convert to a very healthy bottom line profit figure sufficient to see the share price five or six times higher than it is now. They have huge tax losses to carry forward too !|
|davidosh: I'm sure its all due to David's ramping of it by comparing it with LOQ.
It could happen but its certainly quite an extrapolation to compare it with a 100-bagger.
Shanklin...I think ramping is a bit strong. I merely compared my thoughts on LOQ when I first bought with my thoughts on IDM at exactly the same stage as the two companies just crossed from break even into profit.
In actual fact LOQ have only tripled revenues and profits over the last five years and that has given a substantial rerating due to the size of market and patented products that they have to go at. The share price has multiplied by about 30 in that same period.
Inditherm have exactly the same scale and market opportunity ahead of them IMHO. They are already showing that sales can increase by at least 20% and a few big orders from hospitals can increase that figure much further and repeat useage is not unlike LOQ as they capture market share and attention as these products are sticky once in place in hospitals. They are also taking partners around the world to get the necessary licensing approvals and rollouts just like LOQ.
I see similarities enough to be confident that it was mispriced when trading in the pennies...from here who knows but with good growth in sales your spreadsheet will give you a figure that would certainly justify my multibagger aspirations even if it does not quite hit the LOQ level just a quarter of the way there would be a fine achievement and definitely not impossible.|
|davidosh: That is why I stated 'recently' rather than just 'yesterday morning' !! Naturally some traders look at price movements and may hop on and hop off in one day but the emphasis behind my post was that the share price had strengthened before yesterday as long term private investors have been buying the shareholdings from institutional investors and they were not buying solely for the Japan news which is just an additional bonus and adds to the long term story of growing sales for Inditherm.|
|dons: 10 September 2013
Press Release 10 September 2013
("Inditherm" or "the Company")
Share Price Movement
The Company notes the rise in its share price today and has noted speculation surrounding the news that its CosyTherm product has been approved for sale in Japan. Whilst the Board is pleased with this news, it is not expected to make a material impact on the Company's financial condition. The Company also wishes to confirm that it is not aware of any developments which are not public knowledge which, if made public, would be likely to lead to a substantial movement in the price of its shares. The Company continues to trade in line with the Board's expectations and, as previously announced, will release its Interim Results for the six months ended 30 June 2013 on Thursday, 26 September 2013.
- Ends -|
Inditherm share price data is direct from the London Stock Exchange