Insig Ai Share Discussion Threads

[parsnip1] 20/10/2021 22:37

There are so many sectors adjacent to where INSG is now which would not be difficult to subsume. It's all about AI over data. Pharma, cyber.....wouldn't rule anything out. These guys are working 18 hours a day currently

[noujay] 20/10/2021 11:36

https://insg.ai/2021/10/19/esg-does-motivation-matter-when-the-outcome-is-positive/

[nico115] 14/10/2021 17:11

Opportunity cost and badly let down by previously mgmnt As I've said,maybe I'mWrong but you were also v excited by Matt at the time and quite rightly so.Key is why did he leave ..if you are happy with the answer stay invested

[ltinvestor] 14/10/2021 16:59

Nico, if Matt was so good why did you sell out when he was in charge?

[nico115] 14/10/2021 15:05

My view here is based on Matt leaving He was key to this Company What a figure head What a CVGuild halved in value when the main guy left I see the same thing happening here All were all so excited when he joined ams yet don't think it's a factor now he's left Can't have it both ways Let's see..hope I'm wrong as a mate holds

[noujay] 12/10/2021 09:37

CarVal has $10b aum - plenty enough to indicate the financial importance to Insig on a partnership basis. Interesting to see how it develops.

[ltinvestor] 10/10/2021 09:08

Shrewd.You have to ask why did a multi billion dollar fund PARTNER with a small Aim listed company?

[shrewdmole] 09/10/2021 15:52

Banshee

Just the carval portfolio of funds should see multiple revenue streams.

What’s blindingly obvious is the uk aim investor doesn’t realise the stature of carval. $64bn fund….

Wonder who maybe next. If we can play a bit of hardball and turn the trials into sign ups then the revenue model could change drastically.

Either way I’m a buyer below listing price.

[banshee] 06/10/2021 16:27

Yes, pricipally because of the big, rather desperate seeming seller who appeared in mid August though. I don't know how many they had in total but it could be as much as 3% (coincidentally just like Parsip reputedly lol). Without this seller the price would be 80+ now. i would estimate they have sold 1.5 million+ or so but impossible to say how many they have left. Not much point in buying until they are gone as they have been enough to depress sentiment. As long as the core CarVal deal is progressing (and they are not planning to raise cash at these levels) there doesn't seem too much to really worry about.

The statement about "confident of several multi million deals" over next 12 months made in the results may just relate to partnerships on different CarVal funds, which would explain the level of confidence, or it may realate to other fund managers it's not entirely clear, but maybe the former is more likely.

[judijudi] 06/10/2021 16:09

Well what a disappointment this has been since re listing

[elrico] 04/10/2021 20:21

A little more insight after a brief exchange with SB. Plus INSG commits to an in-person investor presentation, non of this virtual stuff.

[banshee] 04/10/2021 15:52

Interesting Interview, some hints, but for some reason no direct mention, of the tilt in their business model towards profit sharing, or the keystone initial partnership with CarVal, very busy October which we already knew thanks to Parsnip, and acquisitions explicitly "via paper" under active consideration, almost makes you think they read this thread ;)

[banshee] 04/10/2021 07:55

Release of Portfolio 2 and new demo scheduled for the 7th

[busterdog2] 01/10/2021 08:41

The talk of a Placing has come from Banshee. And that's a fact.

[parsnip1] 01/10/2021 00:53

Sachin was there but we didn't speak. A board meeting was called so we left LT

[pj 1] 30/9/2021 21:33

Banshee - 11 May 2021 - 13:05:32 - 12 of 390 ARTIFICIAL INTELLIGENCE with INSIG AI - INSG
Not good if you want the price to go up immediately, but good if you want to accumulate. To be fair this a hard stock to value, huge potential but already discounting some news flow which has not happened yet. With the right news it will look very cheap, but at the moment it's not the best market for techs and the share price is still well up on the float price

[pj 1] 30/9/2021 21:28

The opportunity was big enough at RTO thank you very much. They need to prove their validity and Business model before they start spending more shareholders funds.

They also need a permanent Chairperson?



I agree 100% with JJ, it would be the fastest 2nd Placing in history, and based on what? Previous RNS's that contain little useful information for PI's.

Banshee, Any rational Investor would question if you are employed or remunerated by INSG or not?

I find this talk of a Placing very unnerving. Where has it come from?

[judijudi] 30/9/2021 20:33

If they are raising already I will reduce my holding at the appropriate time

[banshee] 30/9/2021 18:23

I don't assume they have burnt it already, just that they would like to up their spenidng substantially given the revised circumstances/opportunity. They have already amended their initial business plan significantly.

[pj 1] 30/9/2021 18:11

If they raise again so soon then surely it begs questions as to the validity of the Business Plan and funds raised via the R.T.O.

Surely the first research should be how much cash they have currently. I think its ludicrous to even think they have burnt that already.

[banshee] 30/9/2021 17:41

Well we shall see, I wouldn't mind being wrong at all - but the share price movement here has been odd and paradoxical virtually from from day one, however you can explain it as follows,

First their appreciation that the opportunity is much bigger than expected leaks and pushes up the price, during this period RB buys 600k, then they come to see that to properly and rapidly exploit it and arrive at a company worth 100's of mill (or better) they need to raise significantly more than 4-5 million (and possibly a new chairman or maybe he opposed the lower raise), and the prices drops off as they plan to raise say an additional £10-20 million, of necessity at a lower price - with the brokers encouraging them and only thinking about their lucrative commissions. Word gets out and buying dries up in the meantime, the share price is positioned either a a little below or a little above the new projected raise price, and here we are.

[banshee] 30/9/2021 15:02

It is speculation, but is not just about acquisitions, I suspect they are going to use the "redefined opportunity" to raise more cash, possibly around the current level give or take, to speed up progress generally, it makes sense strategically, in anything but the short term, but doing it below the recent float price is perhaps not very classy.

It would also explain a lot of odd things such as their brokers keeping schtum, and the apparently certifiable seller. Often retail investors do get not chance to participate in these circumstances unfortunately.

[busterdog2] 30/9/2021 14:51

It could also mean that acquisitions are on the back burner? Speculation either way.