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Inspired Energy Share Discussion Threads
Showing 1251 to 1274 of 1275 messages
|Yep, good to see a buy at 14.8p just now. Hopefully INSE's breakout is approaching....|
|Third time in a month we are testing 15p, I don't think it would take much buying to push this through.|
|Panmure's forecasts have increased for next year to 1.35p EPS (with a 0.45p dividend).
At 14.5p INSE are looking better and better value.
OT : luffness, that's not the point - in today's case INSE have revealed the director's resultant holding, but in most cases now the new format does not give the resultant holding, so you have to go looking for it in Annual Reports etc, which is a waste of time for everyone compared to old RNS's which generally gave all the info needed.|
|Seems this new non exec is a specialist in acquisitions,I wouldn't be surprised to see further deals coming. Janet and her team seem really driven to expand and keep this fantastic growth going, it gives me great comfort as a shareholder. Testing that 15p again !!
|if you find subtracting the notified amount from the resultant holding a bit tricky why not just use www.directorsholdings.com|
|well, we are now at a 2.5 year high going back to the spike in March 2014. So definite breakout as I type.|
|Lufness, I've looked at the last Annual Report and it is indeed a maiden purchase, which is very good news.
However, my OT note made it obvious that in this new disclosure format there is no way of immediately telling this as it does not disclose prior holdings. Therefore whenever in future any PLC director buys or sells shares there will be no way of telling immediately whether that transaction is material to him in relation to their prior holding.
I can't put it any clearer than that!|
|Yep, great to see an NED buying £50,000 of stock - and at 14.5p too.
OT : what's up with the regulators? The new format means you have no idea whether it's a maiden purchase, whether the buy or sell transaction is material if the director already owns shares etc etc? Bonkers.|
|New guy puts his money where his mouth is, nice.|
|Panmure reiterate their Buy and 19p target here after today's acquisition:
|I wonder if Holt is/will be reducing his holding|
|Agreed WTW. Bob Holt was good figurehead particularly in the early days - but my guess is that by now he may have fully imparted his wisdom - and it is others that will drive the profitability|
|I have great respect for management here, Janet and the team are really on the ball and yet another successful acquisition completed. Surely it cannot be long now before we break that 15p resistance,20p would seem a more realistic share price GLA|
|Cheers oregano - at 14p that's a P/E of only 10.9 based on 1.28p EPS. Even cheaper!|
|Acquisition looks good and with the expected synergies will probably deliver more than the 0.7m currently. If this finally breaks 14p it could be like a coiled spring.|
the big fella
|Shore upgrades next years EPS to 1.28. so 20% growth on a pe of 12.5. Peg of 0.6. pretty cheap.|
|Bob Holt recently took on a big job as executive chairman at LAKE to oversee their recovery plan. He is also chairman of Mears so a very busy man.|
|OK, thanks rivaldo. That is plausible, but still strange why it would be mentioned in the other company's rns but not in this one. I suppose by "planned" INSE mean they had a succession plan in place and perhaps it was just accelerated somewhat by Bob Holt's health condition.|
|Holt's standing down for health reasons only - I saw an RNS from another company yesterday where he also stood down which made this plain (can't remember which).|
|More in the pot, brewing nicely.|
|The acquisition looks good.
I'm slightly more puzzled though by the announcement that Bob Holt is stepping down today as chairman. Although it says this is a planned move, he stood for re-election as a director at the fairly recent AGM and it seems curious to me that the anticipated transition was not announced then if was already planned at that time. It also isn't clear from the announcement whether Bob Holt is remaining as a non-exec director - the "wish him well for the future" quote suggests not.|
|Excellent - another earnings-enhancing acquisition for an initial £2.25m and maximum £4.25m, around 50% deferred based on earn-outs:
A very good price based on historic £0.7m PBT. I particularly like this, which is somewhat underplayed:
"Informed has also prepared itself for the forthcoming deregulation of water in England by implementing systems to support opportunities in Scotland, where water has already been deregulated"|
|INSE are listed here as fourth cheapest and one of "10 growth stocks that are cheap as chips" on a PEG of just 0.5:
Many of the others are on much larger P/E ratings and/or are more cyclical than INSE imho.|
|Well that was short lived.|