Insig Ai Share Discussion Threads

[banshee] 06/9/2021 09:07

I'd add another quote from the Chairman's statement

"Around the time of the reverse takeover, it became clear that Insig AI secured the ability and expertise to partner with asset managers as they launch new funds across the ESG spectrum. These partnership opportunities now provide us with potential revenues that are of a magnitude several times more than the traditional licence sale to an asset manager. Therefore, the business is now directing its focus principally to this source of revenue. "

which probably goes some way to explain and ccntextualise the 600k shares the new chairman bought in the market post float

Also I think it is the first mention of BERT that I recall ;)

"We are now seeing growing demand for our Bidirectional Encoder (BERT) Natural Language Procession (NLP) classifiers"

[banshee] 06/9/2021 08:09

fantastic, the comment higlighted above by Noujay is the one we all wanted to hear.

[noujay] 06/9/2021 07:50

"great confidence that during the coming year we will secure a number of multi-million dollar recurring revenue partnerships. This will be in addition to our product fee licence strategy. These opportunities now enable us to substantially increase our medium and long-term revenue and profit expectations set at the time of the reverse takeover."Very interesting...and quite obviously confirms that CarVal deal(s) are of the "multi million dollar recurring revenue partnership" variety so they are very much off and running.(Useful also to note that the legacy schools business has now returned to profit)

[ltinvestor] 06/9/2021 07:39

From today’s report” we believe that it’s scalability can lead to MASS customisation of our ESG offering”.

[banshee] 02/9/2021 15:39

We can certainly console ourselves with that thought if they don't buy any;). In practice pending contracts that have already been flagged in theory, e.g "multiple trials in progress" don't seem to deter director's much ime, but anything unexpected would be different.

[pj 1] 02/9/2021 15:24

Banshee1 Sep '21 - 21:07 - 323 of 325
0 0 0
Plus once the prelims are out of the way, any director who choses, will, of course, be able to buy a few shares.

==================================================================================
Not necessarily. They could be in a closed period still for other reasons, such as pending contracts or other happenings likely to affect the share price, which would prevent any Director dealings.

[banshee] 02/9/2021 00:31

Speaking of PRSM, one of my old stocks, quote from FT article today "Even with a bid premium, Blue Prism is valued at £1.1bn, or about six times forward sales. UiPath is valued at $32bn, or about 35 times forward sales. "

UiPath is the Sector leader, 4 years ago from memory it was not listed but valued at circa 100m+ on a 30m fundraising, now it's 30bn+ listed on the NYSE, but originally a Romanian co. Of course RPA is a very different AI area, but the quote is interesting because of the valuation discrepancy vis-a-vis the US.

[banshee] 01/9/2021 21:07

Plus once the prelims are out of the way, any director who choses, will, of course, be able to buy a few shares.

[powereddrones] 01/9/2021 18:48

Better to be in rather than out. US money sniffing around and picking up UK assets. See the interest with PRSM lately.

[ltinvestor] 01/9/2021 12:34

Looking forward to the Chairman’s report next week which should give a good indication of where the company is and more importantly where it hopes to be in a years time.A little colour on the recent contract wins would be a welcome bonus.

[pj 1] 01/9/2021 12:28

I also find the unreasoned response from a successful and usually vociferous HNW Investor a little unusual.

[elrico] 01/9/2021 09:11

Banshee,

The IM event in Leicester has nothing to do with INSG. However, there will be a number of investors that are invested in INSG in attendance, including Parsnip, and myself. ORPH and POLB are the two companies that are involved, as will Steve Thompsom MBE.

[banshee] 31/8/2021 22:06

"For those going to Leicester on 17 September" is this some INSG related thing?


"We are ideally positioned, at the exact intersection of smart investment strategy and advanced AI technology. The opportunities to innovate with new product lines and income streams are vast."

That message from the last RNS was very upbeat indeed, but the share price may well be subdued until we get more newsflow. Hopefully September will be a good month for this.

[incanus] 31/8/2021 21:25

I think Nicco is doing what infantile men often do when someone goes against the grain as Elric did with Nicco's (10%) SPSY. I think Nicco is lashing out because Elric made it clear the BOD should not be buying its own shares back when the company is already ridiculously illiquid. The counter was to offer to pay investors a dividend. The chart has proven Elric correct. I think a dividend is of no interest to someone like Nicco who has too much money already.

I note no logical explanation for Nicco's 35p price. Tut!

Veva xx

[parsnip1] 31/8/2021 19:07

Contract wins, no numbers can be given due to jurisdiction of client and of course it would intimate % of share which will doubtless remain confidential. The Catena Group shell chairman moving on. Who didn't expect that? A reasonably-sized shareholder back in the bailiwick in which he excels. Who would begrudge him that? A new chairman that operates in the big league - see Hurricane inter alia - who would dislike that? 62p from 67p - nobody likes that however the communication strategy has not been designed to keep shareholders bubbling. The main team have doubtless been doing what they do best. It is now my largest shareholding and no change is envisaged in that. Looking forward to the future. For those going to Leicester on 17 September - see you there. Resilience - the key

[judijudi] 26/8/2021 20:37

Well I’m not happy either with Matt going
Never a good sign imho
Watching very very closely what happens over the next few weeks whilst having a re think

[powereddrones] 26/8/2021 18:55

He did well, but in the end, he is an avid Biden supporter on Twitter. We need someone that sees a future of smaller government, and more private sector driven solutions. Grab the bull by the horns, as they say.

[noujay] 26/8/2021 14:54

Agree with that assessment. Equally that the new chairman, as an activist by nature, not to mention having plentiful skin in the game, will be itching to get things done at pace and is quite likely already doing so

[banshee] 26/8/2021 14:46

It is unlikely imo that MFS resigned "to get out while the going is good", simply because doing this would not distance him in any way from responsibility, quite the opposite in fact.

If you look at his CV 2-3 years is his average length of tenure. It is possible, but by no means certain, that he left several months earlier than originally planned to give RB, with his experience and contact list, a crack of the whip, before a full time NEC was found. I am sure as a seasoned activist investor RB has been itching to do just this, but needs a board level role to be effective, in fact it does seem a little odd that RB wasn't offered a seat on the Board to begin with.

Most people would, of course, have strongly preferred the company to accomodate both of them at the same time, but there may be some lack of understanding between them.

In the meantime, building over the next years or two, Insig's tech is likely to be powering billions of dollars of CarVal's new green Hedge Funds via their just announced partnersip, and that should hopefully be just the start.

[ltinvestor] 26/8/2021 11:24

Nico, what a load of nonsense…Pathetic.Didn’t you sell at 15p…

[nico115] 24/8/2021 23:18

Executive chairman not ceo He seemed to be the driving force and will be very much missed Why the hellDid he rush out the door ?

[ltinvestor] 19/8/2021 12:02

Yes, disappointing but very low volume 34,000 shares transacted today.