Inspired Share Discussion Threads

[glaws2] 23/5/2016 09:08

PJ1 - are you going to the AGM ?

[pj 1] 23/5/2016 08:39

Its certainly overdue some forward momentum! AGM 14th June

[owenski] 23/5/2016 07:20

Was thinking same thing Rivaldo, and was also going to post the CEO comment, you beat me to it :-)

Underpins the outlook here.

[rivaldo] 23/5/2016 07:12

Further encouraging news today, with the STC acquisition exceeding expectations in terms of financial performance. The CEO's comments are particularly positive:



"Commenting, Janet Thornton, CEO of Inspired said: "The acquisition of STC in November 2015 has more than proved itself, as it has outperformed the challenging targets we set the team, who brought new skills, services and strategic options to the Group. The alignment between the existing Corporate division and the STC team is providing significant incremental revenue opportunities, with notable new client wins from large multi-site retailers, county councils and housing associations."

[rivaldo] 20/5/2016 14:18

Bit of an upturn now in the run up to the AGM, which isn't far off on 14th June.

March's results stated:

"The momentum from 2015 has carried through to the first quarter of this year, with the Procurement Corporate Order Book growing to £25.5 million. We are seeing the trend for growth in the year continuing on a positive trajectory."

So the indicators are good for a satisfying trading statement.

Latest forecasts are:

this year : 1.19p EPS, 0.4p divi
next year : 1.35p EPS, 0.45p divi

giving a current year P/E of only 11.2.

[yump] 05/5/2016 11:47

Just musing over Centrica's acquisition of Neas, an energy management business, I wonder if the larger players will be going in that general direction. INSE not anywhere near that size though and not really the same market by the look of it.

[pj 1] 29/4/2016 08:30

Things being as they are I plan to attend the AGM. If the Mountain won't come to Mohammed........

[rivaldo] 29/4/2016 08:25

Nice mention for INSE yesterday from the manager of the Wood Street Microcap Fund in the Telegraph:



"Inspired Energy is a recent addition to the fund. It is a consultancy that advises clients on procuring the energy they need - it sits between the clients and the energy companies to negotiate better deals.

It specialises in companies that are heavy energy users with multiple sites. Müller, the yoghurt company, is a client".

[rivaldo] 07/4/2016 10:30

I'm perfectly happy considering my in-price and the rise since then. This is a perfectly understandable period of consolidation after the rise imo.

With the likes of Slater and Livingbridge buying more recently I'm happy to hold and wait.

Sometimes a share like this which has been consolidating can rise 50% in a matter of days once the brakes are off.

The AGM statement in June is only two months away. If the share price is still at this level at that point then it's likely to be a huge bargain for us all given a half-decent statement. Which can't be bad.

[funkmasterp12] 07/4/2016 10:23

Something needs to happen. I don't think the company should host any ramptastic market days etc, but I'd like to know what the new broker is up to.

A buy from the FD and the introduction of an IMS or similar would help.

[pj 1] 07/4/2016 09:48

It is frustrating Funk especially as we recently had the failed breakout following a long period of consolidation.

However, and I agree this is much easier said than done, it helps to remind ourselves that its best to invest in the Company, not the share price.

Maybe the BoD need to market the Co more to Sharesoc etc etc? Any thoughts

[funkmasterp12] 07/4/2016 09:32

It's not fine by me. Why hasn't he bought any shares yet? And why is he being awarded more at a lower share price than those issued in December?

I'm becoming rather frustrated with this stock and if I'm honest my patience is wearing a bit thin. Is it going to be such a great hold on a smaller yield given the past 18 months performance?

We've had a great ride up to this point and this share has been truly transformational for me. But I'm beginning to think it's the end of the road - the market isn't buying it, both literally or metaphorically.

[rivaldo] 07/4/2016 08:08

It seems that after yesterday's surprising drop the directors considered this an appropriate low point to reward the FD with some options:



Fine by me, as (a) it signals they consider this a low point, (b) the FD is usually the poorest of all the directors, and (c) at least these have a 12.5p exercise price rather than nil cost.

[wanttowin] 06/4/2016 17:07

Thanks for the info werther and good luck with your investments. Seems these are easy to buy at the moment then,which is a tad disappointing after such great results. I still feel there is a persistent seller offloading in small tranches.

[werther] 06/4/2016 16:08

Hi wanttowin ... can't speak for the others, but two of the four deals so far today have been me happily bed and ISAing. Both sale and repurchase were well below the official mid-price, so they looked gloomy, I admit. Content to bide my time.

[wanttowin] 06/4/2016 15:00

Disappointing to see persistent selling bringing this down,

[the big fella] 22/3/2016 12:48

I am encouraged by the results and the accompanying statements. The recent acquisitions seem to be bedding in nicely and that augers well for further profit growth over the next couple of years. I am a long term investor although I have held these for under a year. My investments tend to be for 3/5 years +

[yump] 22/3/2016 11:30

I wish people would lose the "the market" rubbish.

Its in the same mould as those idiots that go on about "they should do something" or "they've got my money" (referring to the government). Just take the vote away from anyone that says that.

[rivaldo] 22/3/2016 09:46

Agreed melody9999.

Panmure's forecasts are:

this year : 1.16p EPS, 0.33p divi
next year : 1.3p EPS, 0.4p divi

Which makes INSE pretty cheap imo.

[melody9999] 22/3/2016 00:15

March 15 .... share price 10p. March 16 .....SP 14p. 40% increase. I'd be happy with another 40% in next 12 months. Meanwhile also happy if the management continues as now to drive growth - the stock market will value that growth at some point - patience needed as always.

[wanttowin] 21/3/2016 21:11

petersitm.. 2 really good acquisitions this year of £11 million, net debt actually only up less than £6 million. Seems the company has done really well on these profit enhancing deals, and paid off nearly half the cost already.
Why pluck out the 189% figure ?? which as you must know distorts the true picture.

[funkmasterp12] 21/3/2016 20:32

That can be attributed to the (very recent) acquisitions.

[petersinthemarket] 21/3/2016 19:58

Why is nobody talking about a debt increase of 189%! The mkt noticed it!