Inspired Share Discussion Threads

[wanttowin] 07/3/2017 14:38

Well yes ok, perhaps maths a tad out, but I had a small top up 3 weeks ago at 12.8 ( see post 1093 )and sold at 17.3. Nearer 40% than 50% so apologies. But my first batch here was in the 10's so not bothered about the quibbling.

[greenroom78] 07/3/2017 14:30

Yes, not debating it's been a good rise.

I've just sliced some at a smidge under 17.5p (I've got a short term view) as I have my eye on the 2014 resistance. A decent trade for me buying in on the lows of the pullback after the recent Midas tip. Fundamentally I can see more, but I like to listen to the charts as well.

[funkmasterp12] 07/3/2017 14:23

Not quite 50%, but it's not the end of the week yet!

[pj 1] 07/3/2017 14:22

3 week low = 12.8 (at best) . Add on half spread = 13.2p offer (at best)

Current bid again at best = 17.25p

By my calculations = 31%

A nice return though if your a short term trader.

[greenroom78] 07/3/2017 14:11

50% in 3 weeks? I'd love to see you workings out on that.

Some clever accounting going on there.

[wanttowin] 07/3/2017 13:54

Just top sliced some of mine, couldn't resist a really good profit.

Wow 50% rise in 3 weeks and 18p hit

[rivaldo] 07/3/2017 13:51

And getting better too....

[cheshire man] 07/3/2017 08:29

Good start again this morning :-)

[wanttowin] 06/3/2017 18:21

Another solid day, it looks like we are headed for an all time new high !

[rivaldo] 06/3/2017 14:12

100k buy at 16.4p just now, and up to 16p on the bid.

[1gw] 03/3/2017 18:44

3 big trades from 1st March reported this evening - going through at 16p and above.

[rivaldo] 02/3/2017 12:25

Buying coming in at 16.5p now. But still only on a current year P/E of 11.8 based on consensus 1.375p EPS forecasts.

[petewy] 02/3/2017 09:50

Duh I looked at the charts. I've been in a while. It should be higher IMO.
Thanks for your replies.

[greenroom78] 02/3/2017 09:28

petewy - They just found a home for 25m shares, don't worry about the odd 100k.

[yump] 02/3/2017 09:14

SC is getting roughly 50% more than the value when he was bought out.

Putting myself in the shoes of someone who had built a company, sold it for shares rather than cash and was still working within the acquiring company, I would certainly be minimising my risk by selling a lot of the shares.

Never really understood the strategy of employees having lots of shares in their companies - when every investment guru says you should spread your risk.

So your job, your pension and a big chunk of stock are all in the same pot ?!

[petewy] 02/3/2017 08:57

!gw Wow, way to go Simon Clayton!
Help.

If this guy is selling blocs of 100,000 everyday then what chance has the price of moving.

[1gw] 01/3/2017 20:41

Looking at the London South East trade listing it looks like 2 trades went through on Friday morning, 26.3m followed by 25.0m, both priced at 14.00p when the spread was reported as 14.75p - 15.50p.

SC's holdings notice disclosed getting rid of 26.7m, 425k more than the first trade.

So perhaps the MM arranged a back-to-back zero margin trade for the 25m at 14p and kept 1.3m (also bought at 14p) back to drip feed into the market at higher prices (effectively where MM's turn on the deal comes from?) or even to replace shares already sold to buyers ahead of the SC trade. Not sure how SC got rid of the remaining 425k unless there is a further delayed trade to be reported - or perhaps he broke it up and sold it in chunks in the days before the big trade.

So if that's broadly correct then SC accepted a discount to the market price to get rid of such a large quantity, but still got more than the Thorntons were getting in their major disposals over the last year or two. So considering he was locked in until November, he probably thinks that's a pretty good outcome.

Although this might be just SC banking the money he was paid for his company, it does prompt the question of whether he might be leaving INSE now or even whether there has been a falling out.

It also suggests that someone picked up 25m shares, which would be just over 5% I think and ought to mean a further holdings notice is due.

All speculation of course.

[greenroom78] 01/3/2017 17:30

So 25m at 14p just printed. I assume that is SC's disposal. My hunch is that whoever took them has been feeding the market with them hence these 100k sells late on. Thankfully they don't seem keen to crash the market on them and they are just feeding supply. I think that explains why the price hasn't raced away with all the recent buying.

Nice strong price again today, long my it continue!

[hjs] 01/3/2017 12:38

Soon it will reach 19p......

[wanttowin] 01/3/2017 10:26

breaking out now lovely

[1gw] 01/3/2017 09:35

Surprised we haven't seen the other side of the Simon Clayton disposal yet.

[rivaldo] 01/3/2017 09:31

Nice - the first buy at 16p just now.

Indeed 1gw :o))

[1gw] 28/2/2017 15:13

Hopefully beyond then?

[rivaldo] 28/2/2017 15:12

Nice comeback today. Results are on 27th March, so hopefully this run-up will continue until then.

[hjs] 28/2/2017 11:08

Just bought another batch of INSE as I am very confident that INSE will soon rise to around 19p when the results are released in March.

Management is actively looking at more acquisitions but IMO, I feel that they should be looking at increasing "internal growth"......expected net debt at year end 2016 is £10.8m.