Insig Ai Share Discussion Threads

[judijudi] 30/9/2022 07:16

Well that should just about pay for the gas and electricity at the office 😩

[judijudi] 26/9/2022 07:19

Cash burn on warp drive

[banshee] 20/9/2022 11:51

Anyone planning to attend the AGM?

[ltinvestor] 18/9/2022 15:58

According to Bloomberg ESG investment predicted to rise to £50tn by 2025…..the nature of the contracts predicted by Insig and due by end of October should give an indication of Insigs positioning in the market.

[banshee] 16/9/2022 20:24

Yes I agree, at some point an INSIG fund has to be a real possibility. Especially if it can deliver 30 percentage point outperformance ;)

[kooba] 16/9/2022 20:21

Maybe Insig AI should raise a fund driven by an effectively passive AI driven model focussing on the best scores.Could charge a management fee and be a genuine process based ESG investment fund.

[kooba] 16/9/2022 20:16

As investment concentrates around suitable ESG rated investments and the ESG targeted pool of money expands then performance will follow as folks will concentrate on the same names ..outperformance by funds or companies with good ESG credentials is that they attract that ESG money and they outperform relative not because the ESG focus itself makes the companies perform better ..to funds it doesn't matter as long as they buy before others!

[banshee] 16/9/2022 19:58

They are not solely about ESG grading though, they are also about improved portfolio "beat the benchmarks" performance using DL which is not restricted to ESG Investing.

Remember the quote from one of their presentations last year

"Measurable results 15/04/2021

Insig AI applications have generated the following results for clients:
•30 percentage point outperformance versus the fund’s MSCI World benchmark•
Six-fold increase in correct predicting downgrades of the top versus bottom deciles•
10x increase in RMBS portfolio trading capabilities,
25% reduction in operating costs and enhanced portfolio analytics capabilities•
30% increase in operational efficiency via consolidation of disparate and siloed data source and cloud infrastructure

[kooba] 16/9/2022 19:30

If the methodology of the approach is accepted as benchmark in protocol assessing investments both the fund management industry and the thousands of listed investments will want to engage...and pay ! They certainly are not the only one in a similar game but they are in the running ..suppose one could think of a fitch type situation ultimately ..grading ESG I guess.Big bucks to the winners who are industry standard..at the moment a rather fragmented and slightly illogical market but that will change as regulators demand due process.

[banshee] 16/9/2022 18:43

Not sure many people actually read this thread, maybe we could do with a new title, "Insig AI and the Trillion Dollar Opportunity" (or talks), something dowmbeat like that ;)

[elrico] 16/9/2022 15:54

RB was kind enough to do a Q&A with me. I believe it's highly encouraging. I'm offering new registrations a free copy. https://lemminginvestor.substack.com/p/insig-ai-plc-e18 Once I have notification of registration I'll email a copy.

[banshee] 16/9/2022 12:12

No stock around at the moment, fancy that.

[banshee] 15/9/2022 10:05

I expect the 2.25 million buy implicit in the latest (rapidly arranged!) CLN is probably enough for RB to be going on with, as for the mooted cotracts very much depends what they are, in the past they have sometimes been underwhelming. So, as I said, I'm tuning down the excitement until they actually arrive.

[ltinvestor] 15/9/2022 09:21

He could be buying below the conversion price of 35p….

[elrico] 15/9/2022 00:23

There's a pretty big clue in the results! " A number of contract wins expected by the end of next month!"

[banshee] 14/9/2022 22:30

Maybe, but this CLN has a fixed conversion price, unlike the earlier ones which just had a minimum, so possibly it would fall into the same category as a buy. I am pretty sure buying traded options rather than shares is still covered by the insider trading rules for example.

[ltinvestor] 14/9/2022 20:14

Richard Bernstein would normally be buying shares post results but I suspect that he has knowledge of an imminent material contract and is thus barred from buying……

[banshee] 14/9/2022 14:38

Bit of nibbling today, I think it is fair to say the co is now actually in the position which it was assumed to be circa 12 months ago. It seems that income for next year could easily come out ahead of the forecast 6.2 mill too, touch wood.

I idly wonder what RB means when he says in the results the discussion with First Fund manager (40bn AUM) have moved beyond "just "opening a fund? JV? Taking a stake? Multiple funds?

[noujay] 12/9/2022 20:56

Amen to that. Positive statement with clarity and plenty to look forward to near term.

[kooba] 12/9/2022 15:01

If only other managements put proper money where there mouth is investors might feel more aligned !

[banshee] 12/9/2022 10:03

CLN arranged rather quickly compared to previous occasions, an optimist might think RB expects the share price to be higher than the conversion price fairly soon so wants to lock in before that happens. For the type of business it is, or purports to be in future, the cashburn here is actually relatively modest

I hope it drifts back into the 20's so I can buy some more.

[judijudi] 12/9/2022 09:35

Yet another keep the lights on buy by RB

[pj 1] 09/9/2022 18:18

Certainly looks a full and honest update. It will take me a few days to take it all in!

Looking forward to Elrics Q&a

[ltinvestor] 09/9/2022 15:49

Making cash…. read today’s announcement