Insig Ai Share Discussion Threads

[ltinvestor] 17/9/2021 15:40

Health Debate

The incident raises questions about how freely Vectura’s
researchers will be able to engage with their scientific
community. Health organizations have cited concerns about a
tobacco company owning a maker of treatments for illnesses
caused or worsened by smoking, and have warned of exclusion from
events and academic journals.
For Philip Morris, Vectura is an important acquisition that
fits into a wider strategy to replace traditional cigarettes
with less harmful alternatives and grow a $1 billion business
that’s focused on products not linked to nicotine, such as
inhaled therapies. It has said it intends to keep Vectura
autonomous and increase its research and development spending.
Still, the unprecedented situation of having a Big Tobacco
owner may not only impact what conferences Vectura can attend or
which scientific journals it can publish papers in, but
potentially also its core business, Barnes said.
“I think it’s a big problem for them,” Barnes said. “They
won’t be able to participate in meetings, and I think there will
be a move to switch people from Vectura inhalers because Philip
Morris now essentially owns the inhalers. And we as respiratory
specialists agreed not to have any sponsorship from the tobacco
industry, even if it’s indirect.”
Separately, dozens of charities sent a letter to U.K.
Public Health Minister Jo Churchill to reiterate their concerns
that the takeover will allow Philip Morris to legitimize the
tobacco industry’s participation in the health debate.
Signatories include the British Lung Foundation, the European
Respiratory Society and and the British Thoracic Society.
But some shareholders see an opportunity for change. Legal &
General Investment Management, which sold its shares in Vectura
to Philip Morris, said in a statement Thursday it will continue
to hold the tobacco company board to account on their plan to
move to a “Smoke Free Future.”
Diana Rose, ESG research director at Insig AI, which
provides ESG data advice to asset managers, said Philip Morris’s
purchase of Vectura could be viewed positively given it was a
clear sign that the company was trying to move away from harmful
tobacco products.
“Moral outrage aside, it could be considered along the
lines of BP pivoting towards greener technologies and, as a
result, investment shifting in the right direction. You could
argue that on the contrary, Philip Morris is feeling the power
of ESG.”Reported on Bloomberg

[banshee] 17/9/2021 14:18

"The European Central Bank will look at the trading operations of major lenders as part of climate stress tests next year, after judging that an assessment of loan books alone won’t give enough insight into the fallout they face from global warming."

Nice timing

[banshee] 17/9/2021 13:23

Well bid, looks like the seller is gone or quiescent for now (edit: 2 x25k dealyed sales today now showing at 15:30), some people might consider it a bargain still being able to buy at the float price even now, as it's less than the chairman paid for the 600k he bought in the market post RTO plus profit expectations have soared since the float in May.
.

[molatovkid] 17/9/2021 11:29

Mine was the 15k....no more buying from me for now, will see how it goes.

[ltinvestor] 17/9/2021 10:52

I suspect a large buy order behind the move.

[cheshire man] 17/9/2021 10:42

Decent move up on very few trades :-)

[chessman2] 16/9/2021 12:28

Yes, the future at INSG is looking better and better but then, I think current shareholders already knew that!!

I look forward to seeing the first lot of figures from the company.

[banshee] 16/9/2021 12:23

Very Slick professional RNS(NON) yesterday, as with a number of their releases, aimed as much (or more) at potential industry clients as shareholders.

[ltinvestor] 15/9/2021 07:10

Insig have announced today that they have launched the ESG product. Sounds very impressive and is “ unique “ according to the company.

[banshee] 09/9/2021 13:39

Nice buy, there is still a seller here disposing of 25-50k lots to meet any demand, a second partnership should put an end to that hopefully, but predicting the timing of that is tricky . Not clear if they will announce the launch of the ESG product along with something else, more likely to be news of the Carval funds thana second partnersip perhaps, as these things are not arranged overnight. I am certainly looking to buy a fair lot more at some stage.

They have now flagged that they expect recurring revs significantly into 8 figures by 2023, most of which will be profit, and a second partnership will bring that forecast to life.

[ltinvestor] 09/9/2021 12:24

Added 20k at 60.8 on today’s markdown..now they want 62plus for more

[taylormaiden] 07/9/2021 21:16

PJ, I ways regard your comments almost sage like. Honest and thoughtful. I am inclined to sell my small holding in SPSY. Elric appears to be just as frustrated with them as you. I think i will put my modest investment here and add to it if it slip. Scale in as our friend likes to say.

[banshee] 06/9/2021 23:04

I can tell you they are burning the midnight oil at the moment literally, insamuch as I emailed them a week or so back about something after midnight UK time, and got a response within 10 minutes from a board member - a pretty unique experience. So I would put any relatively trivial predictive text error in the report down to that work schedule.

Perhaps it's hardly suprising given the scale of the opportunity, but it's very encouraging nonetheless.

[chessman2] 06/9/2021 21:33

The words "far exceed" give us a confident and welcome expectation.

I understand the INSG sales team is first class in which case I have great confidence in the future. I'm really looking forward to reading the first lot of figures to be published.

[parsnip1] 06/9/2021 21:11

Always welcome the riposte PJ. Makes for a good debate. Grammatical or otherwise....

[pj 1] 06/9/2021 20:37

I hope so parsnip, but the RNS's so far read too ''aloof'' for me so far, with some glaring own goals here in my opinion. Supported by the abysmal low volume and lack of media PR to todays RNS.

''Combined and if realised, these opportunities far exceed the Board's revenue and profit expectations at the time of the reverse takeover.'' An opaque statement. Why can they not quote what the original and revised profit expectations were/ are? If they cannot justify them then why mention it? Investors will read this as possibly misleading and unjustified.

''We must now executive quickly and effectively in order to take full advantage of our position'' Gramatical (!) errors never go down well in an RNS. Maybe they need to employ their own AI? Bit of an own goal here, how effective can AI be if the programme isn't correct? Again the statement is opaque, how 'quick' is quickly? If 'imminent' in Director speak can take 2 years then how soon is 'quickly'? Time frames should have been given.

As an example, ''quickly '' to PI's = 2 months

Reality, quickly to BoD's =up to 2 years?

Apologies for the negativity, it follows on from reading SPSY's bullsh*t that basically says we haven't exceeded what we said we would do 18 months ago, despite inferring we would do.

[parsnip1] 06/9/2021 19:40

The creation of a gateway to the US market was bound to be deliberate.

[chessman2] 06/9/2021 15:22

I'm very impressed by the RNS this morning and am content to continue holding and adding from time to time.

IMO and without any doubt the future here is going to be a very interesting one. I believe INSG has the possibility of becoming a highly valued company before Alphabet or a buyout firm become interested in us.

[ltinvestor] 06/9/2021 10:14

Carval’s latest fund in June raised $3.6bn……

[rafboy] 06/9/2021 10:03

Yes same for 4K just now.

[shrewdmole] 06/9/2021 09:52

Well I’ve just had to pay almost full ask for 6k.

Been nibbling for a while and happy to keep doing so as funds allow.

[banshee] 06/9/2021 09:47

I ssupect you are right Shrewdmole, especially as the commpany's statements now directly support your conjecture. Not clear yet if the initial markup was just MM reaction to the RNS or caused by a large delayed buy, which might not show up till tomorrow or later..

[noujay] 06/9/2021 09:41

The commentary provided today represents a complete recalibration of financial expectations subsequent to the RTO. It has certainly strengthened my conviction."As a result of significant investment, we are now able to take an active partnership approach with clients and in so doing, are able to effectively bolt our AI engine onto their business and help them accelerate the development of new investment strategies, without them having to hire or build this technology in-house.This approach has now opened an entirely new and significant recurring revenue stream for the business: the potential to earn a share of both management and performance fees for assets under management. This is in addition to our product licence fee strategy. Combined and if realised, these opportunities far exceed the Board's revenue and profit expectations at the time of the reverse takeover."

[shrewdmole] 06/9/2021 09:23

Banshee

You have 2 seriously successful investors that have put it out there that they’ve been adding and one is now on the board.

Just need to join the dots here.

I suspect each esg profit share deal could be worth several million PER fund and most clients will ha e several funds so the maths make very good reading.