Instem Share Discussion Threads

[ptolemy] 04/12/2006 17:38

I haven't seen the tip but if the essence has been posted correctly then INS is seen as a play on the uranium price. I find this hard to believe.

The bulk of INS business is to provide consultancy and manpower services and, in particular, to decommissioning activity. How this links to the price or demand for uranium seems highly tenuous.

I've held a position in INS (earlier via RTS) since 2000.

[hedgehunter] 04/12/2006 15:26

By the way any chance of a glimpse of the Brokers note?.

[hedgehunter] 04/12/2006 15:25

sheeneqa, many thanks for the information. I see its ticked up again this afternoon.

[pwcarnall] 04/12/2006 11:50

In view of his disastrous misreading of the sola situation and his insane refusal to admit he was wrong, wise imo to do the opposite of what hedgehunter says.A cursory glance at the sola thread will give an idea of the utter contempt in which he is held.

[dicyboy12] 04/12/2006 11:12

the boy wonder!!

[sheeneqa] 04/12/2006 11:11

Research Standing
A long established company in what looks to be an emerging growth sector. It also has appeal because of the proactive approach which it takes to increasing the UK pool of nuclear engineers (which has a shortage) and to accessing new technology via proactive corporate venturing.

The company broker's note dated 9th June projects EPS of 2.6p for 2006, 2.9p for 2007 and 3.3p for 2008 representing P/Es of 14.1, 12.7 and 11.1 respectively based on the share price of 36.75p at 26th September.
armshare.com

Brokers: Collins Stewart Ltd.

[hedgehunter] 04/12/2006 10:03

Whos the companys broker?.

[hedgehunter] 04/12/2006 09:58

Chart looks good aswell..

[hedgehunter] 04/12/2006 09:57

Rather pleased with my detective work on friday. Well in profit already.

Looks like these could do really well over the next 12 months.

P/E for March 2007 circa 16 ish and throws cash off.

Suprised more arent in here.

[stegrego] 04/12/2006 09:04

/ramp on Speaking of Uranium - check out the RNS from Vane VML today.. /ramp off

[mitzis] 04/12/2006 08:57

Good start to the week may it continue.

[theowalcot] 04/12/2006 08:24

we are on the move. this is the flip side to the uranium craze.

[hedgehunter] 02/12/2006 22:59

gerrymonty - 2 Dec'06 - 10:59 - 128 of 129


The tip was not released until after hours on Friday, although an e-mail flyer I received on Friday daytime (aimed at trying to get new subcsribers to RHPS) did say that one of this month's tips would be a small company only in existence since May that was exposed to the nuclear story. I think some put two and two together and this partly explains Friday's price gain

Spot on Gerry, bought myself when I saw the breakout. Nice bit of work Ill pat myself on the back for that.

[sagem] 02/12/2006 15:35

Mentioned in this week Money Week as the best way to profit from the Uranium boom

[gerrymonty] 02/12/2006 10:59

The tip was not released until after hours on Friday, although an e-mail flyer I received on Friday daytime (aimed at trying to get new subcsribers to RHPS) did say that one of this month's tips would be a small company only in existence since May that was exposed to the nuclear story. I think some put two and two together and this partly explains Friday's price gain.

[gerrymonty] 02/12/2006 10:54

Tipped in Red Hot Penny Shares

[sheeneqa] 01/12/2006 14:04

Thx for those snippets, moving in the right direction........

[dally4] 01/12/2006 13:52

Mentioned in Money Week as a buy at 42.5p

[ptolemy] 01/12/2006 12:52

Price moving up. Broker says Amec tie-up is possible.
Move doesn't seem justified on a few small buys so expect T-trades at end of day?

[ptolemy] 17/11/2006 10:09

Sector news....

LONDON (AFX) - Nuclear power generator British Energy Group PLC denied that its chief nuclear boss was leaving due to problems at some of its plants as it said first half adjusted pretax earnings rose 126 pct to 481 mln stg due to higher power prices.

Chief executive Bill Coley said it would be 'totally incorrect' to assume that chief nuclear officer Roy Anderson was departing the company because of continuing unreliability of reactors at its Hinkley Point and Hunterston sites.

British Energy said Friday that first half output had fallen 3.6 pct to 31.9 terrawatt hours as a result of higher losses from planned outages and slightly higher losses from unplanned shutdowns.

The group reiterated that it expects ongoing work on boiler problems at its Hinkley Point B and Hunterston B plants to significantly affect output for the financial year, although other plants were performing well.

Coley told reporters in a conference call this morning that Anderson's departure fitted into a reorganisation of the management of its power stations according to their design. He will be replaced by three chief nuclear officers reporting directly to the chief executive.

Coley paid tribute to Anderson for leading the turnaround of the group's nuclear generation operations and said he had expressed a desire to leave, although it had been a decision reached jointly.

'I think this is very timely and meets both Roy Anderson's needs and the needs of the company,' Coley said.

'We're simply segmenting our assets by design to more effectively manage them through their extended lives.'

British Energy said it was shedding about 100 staff from various parts of the company, although Coley said the group's net headcount of about 5,800 would continue to increase overall.

Coley said the company had no immediate plans to sell its Eggborough coal-fired station in North Yorkshire, saying it helps to offset the impact of unreliability of some of the group's nuclear stations.

He said the group would run Eggborough at least until 2010 when banks have an option on the plant, although BE has pre-emption rights that would supersede that.

'If we did not have an Eggborough, we would need something like it,' Coley said.

BE said it wants to take advantage of the government's intention to build new nuclear plants, saying it aims to position itself for nuclear new build and plans to undertake preliminary work to identify options in that area.

The group said total output in the six months to Oct 1 was 31.9 terrawatt hours (TWh), down from 33.1 TWh in the same period last year.

The group reiterated its announcement last month that it expects ongoing work on boiler problems at its Hinkley Point B and Hunterston B plants to significantly affect output for the financial year.

The UK government said in July that it was actively considering a sale of part of its stake in British Energy via a capital markets transaction.

Coley said he did not know when the government might sell the stake.

'We expect the government will need to take into account current operational issues when considering any potential share sale,' British Energy said in its results statement.

The group said operating profit before payments to the government lifted to 331 mln stg from 103 mln stg beforehand, while net profit on the same basis climbed to 189 mln stg from 45 mln stg.

The group said the realised price for its electricity was 35.7 stg per megawatt hour for the period, up 10.7 stg/MWh or 43 pct from the comparable period, with an operating margin up to 11.7 stg/MWh from 3.4 stg/MWh beforehand.

It said the lower total power output for the period reflected nuclear unplanned capability loss factor of 10.9 pct, largely unchanged from 10.8 pct for the comparable period.

Basic earnings per share lifted to 33.2 pence from 8 pence. The company said it expects to pay an annual base dividend of 80 mln stg, equivalent to 13.6 pence per share fully diluted, after its annual meeting in July.

BE added that it would also consider a special distribution each year in February following the third quarter results announcement starting in 2008.

'The amount of any special distribution will represent any surplus cash flow eligible and available for distribution at the time,' it said.

[e-mail]

[zorija] 16/11/2006 13:36

Up today from the Buy rec. in Shares mag.
States staffing levels up by 11% in response to increase in nuclear services activity, only UK-listed pure-play nuclear services co, no divi till Moore has achieved 'substantial growth'. Not much else really...
ZZZ
Mentions £8m contract for design and eng. work at Sellafield.

[ptolemy] 16/11/2006 08:12

AMEC tipped over the weekend because of potential growth in nuke and said to be looking for aquisitions. So, maybe some fireworks soon...just a thought.

[rambutan2] 13/11/2006 11:37

well big chunk of amec business is nuke - the buyout boys must have plans.

[mitzis] 13/11/2006 11:08

Another day another take-over perhaps INS will be next.

[rambutan2] 13/11/2006 11:05

13 November 2006

AMEC plc - Recent Press Speculation


Following the recent speculation regarding a potential offer for AMEC plc
('AMEC'), First Reserve Corporation and Texas Pacific Group confirm that they
have approached the Board of AMEC with respect to a recommended transaction,
subject to due diligence access. The Board has declined to provide access and
there can be no assurance that any transaction will be announced or, if so, on
any particular terms.


A further announcement will be made if appropriate.