Inspired Share Discussion Threads

[rivaldo] 11/12/2015 08:49

Cheers gb. Meanwhile INSE are at new recent highs now....

[gargleblaster] 10/12/2015 18:19

Will try to send shares article shortly - on hols at the mo on an ipad & not sure how to cut & paste!!

[aishah] 10/12/2015 16:01

MFM Techinvest Special Situations Fund has INSE in their Top 10 holdings.
hxxp://techinvest.ie/fund_updates/ssf_update.pdf

[cheshire man] 10/12/2015 15:04

Hopefully will have broken the 14p resistance by then whilstev :-)

[whilstev] 10/12/2015 14:29

Thanks for that rivaldo, good publicity for INSE as we wait for the end of year update due in Jan. Still rate this as one of the best bets for 2016.

[rivaldo] 10/12/2015 12:29

Shares Magazine has today featured its favourite 5 or 6 stocks on AIM - and INSE is one of them, with a full page write-up.

Can't seem to copy it at present. Anyway, INSE "looks like a well-run business capable of growing for many years to come".

It reiterates forecasts of 0.9p EPS this year and 1.1p EPS in 2016.

[melody9999] 09/12/2015 00:06

Welcome Gargle ....I've been here since about 5p. Well managed company and good long term hold IMV.

[gargleblaster] 04/12/2015 13:54

I have just also just bought in here (for the first time).

A bit late to the party, but hopefully things will get into full swing in due course! (Where's Santa)?

[1gw] 04/12/2015 13:38

Bought some more today.

[funkmasterp12] 26/11/2015 11:35

Superb news. HH is a name I admire. Slater and HH = very promising outlook.

[rivaldo] 26/11/2015 11:19

Wow - RNS just out indicates Marlborough/Hargreave Hale picked up the entirety of David Waite's 26m shares (all but 81k anyway!):



A nice vote of confidence.

[rivaldo] 23/11/2015 07:39

Has to be good news that a large overhang has been cleared so swiftly and apparently easily.

Now we wait for RNS's to find out who the buyers are.

[edale] 22/11/2015 15:50

I understand David Waite is Janet Thornton's brother and as you say was a founder and director for a number of years up until 2012. I also believe he owns and runs a property development company so is probably taking the opportunity of the recent purchase and demand for shares as a good opportunity to sell out his shareholding to invest in his own operations. Only a guess but would seem reasonable. Interesting to see if we get an update on Monday as to who has purchased his holding.

[funkmasterp12] 21/11/2015 17:33

David Waite was one of the original founders of the business I believe, he left the board in 2012 - very interesting that he appears to have dumped his holding completely. Hopefully not bad news in the grand scheme.

[diesel] 20/11/2015 18:02

We will find out as this is notifiable.

[oregano] 20/11/2015 16:43

the other big trade will be the buyer of his stock.

[wanttowin] 20/11/2015 16:19

RNS out, explains one of those big trades. His holding was more than 6% of the company, I wonder whose the other trade was. Only 4 other shareholders hold more than 26 mill.

[edale] 20/11/2015 15:49

Are they associated with the new shares raised for the acquisition ?g

[wanttowin] 20/11/2015 15:11

A 26,000,000 sell ?? Plus a similar trade.
I guess we can expect an RNS over those trades

[cheshire man] 20/11/2015 12:41

Thanks for posting that :-)

[rivaldo] 20/11/2015 10:58

New Edison report - similar figures to Panmure:

2015 : 0.94p EPS, 0.31p divi
2016 : 1.18p EPS, 0.38p divi



They have a 16p target, but Panmure's 19p is perfectly justifiable.

At 19p INSE's PEG would still be only 0.62.

"Valuation: Upside

We continue to use peer P/E multiples, PEG ratios, a DCF and transaction multiples to provide a valuation guide for INSE. Based on our revised forecasts and using an average of our four valuation approaches, our analysis suggests INSE could be worth c 16p/share (previously 14p/share)."

[whilstev] 19/11/2015 13:10

Think they are being very conservative and will lead to further upgrades in time.

[nw99] 18/11/2015 19:36

Nice move up