Insig Ai Share Discussion Threads

[shrewdmole] 11/7/2021 12:51

That’s like asking how many clients apple had in the mobile phone market just before their first launch…..

[ltinvestor] 11/7/2021 11:47

Elrico.I subscribe….

[divmad] 11/7/2021 08:21

Remind me how many clients Insig has in the Esg space?

[elrico] 10/7/2021 22:47

IT, you will appreciate

[ltinvestor] 07/7/2021 17:30

Blackstone to Acquire Sphera, a Leading Provider of ESG Software, Data, and Consulting Services, From Genstar Capital for $1.4 Billion
NEW YORK and CHICAGO, July 6, 2021 – Blackstone (NYSE:BX) announced today that private equity funds managed by Blackstone (“Blackstone”) have entered into a definitive agreement to acquire Sphera, a leading provider of Environmental, Social and Governance (ESG) software, data, and consulting services, from Genstar Capital. The investment, which values the company at approximately $1.4 billion, would be made through Blackstone’s flagship private equity vehicle.

Through SaaS software, proprietary data and consulting services, Sphera’s experts work with organizations around the world to help them surface, manage, and mitigate ESG risk in the areas of Environment, Health, Safety & Sustainability, Operational Risk Management and Product Stewardship. The company has more than 3,000 customers in more than 100 countries.

Eli Nagler, a Senior Managing Director at Blackstone, said: “The increasing importance of environmental, social, governance issues to businesses globally is a key thematic investing focus for Blackstone. Sphera has established itself as a market leader in the ESG software and solutions space, and we’re excited to partner with Paul and this best-in-class management team to continue to accelerate their impressive growth trajectory.” Martin Brand, Head of North American Private Equity at Blackstone and Global Co-Head of Technology Investing, added: “Sphera has built world-class technology and is exceptionally well positioned in the fast-growing ESG sector. We are looking forward to helping Paul and his team accelerate Sphera's further expansion.”

Paul Marushka, President and CEO of Sphera, said: “We are excited to partner with Blackstone on this next stage of our journey as we drive our vision of integrated Environmental, Social and Governance (ESG) cloud-based software, data and services. With this significant investment of new capital, Sphera will expand the ESG digital solutions on its SaaS platform with unique data sets and differentiated consultative services throughout the world. On behalf of the Sphera team, I would like to thank Genstar Capital for their valuable contributions and strategic partnership over the years.”

Geoff Miller, Director at Genstar, commented: “In 2016, Genstar partnered with Paul Marushka to build a leading software platform in ESG and operational risk management. We have been thrilled with the leadership position Paul and his team established after the initial acquisition of Sphera. The Company has made significant investments in the business, expanded the company’s geographic and end-market reach, and executed a number of key acquisitions to expand the company’s portfolio of cloud-based applications. With Sphera’s strong management team and a robust sales and marketing organization, the company is poised to continue its growth with the support from Blackstone’s global team.”

[parsnip1] 07/7/2021 16:46

I think the first client won since RTO will very much determine the way the company is thinking. This technology is so far advanced and demonstrable I cannot see it being launched with a small fund. Lots to look forward to

[ltinvestor] 07/7/2021 09:27

I am also expecting imminent news regarding contract wins etc.I added the other day to my holding as I believe that Insig have developed world beating AI and ML tools.I am not ruling out a possible US listing following in the footsteps of Renalytix…

[banshee] 06/7/2021 15:52

A trade that size won't show up till tomorrow probably. Current share price action is just some AIM investors, not generally noted for their long attention spans - especially when they may previously have been locked in for six months, getting impatient imo. That said it is part of an optimal float strategy to ensure you time it with decent newsflow coming.

News should be any day this month.

[parsnip1] 06/7/2021 15:32

A 50k buy today not showing up. Funny old game. I'm very upbeat.....something happening below the waterline I'm thinking....

[pj 1] 06/7/2021 14:23

Whoever (assuming it is singular)has been selling here over the last week or so are regularly settling at below the then advertised bid, which gives an impression they are eager or even desperate to reduce or exit, and are driving the price down.

I realise we are illiquid but I cant recall seeing it so frequently, in relation to the number of reported trades

[chessman2] 05/7/2021 17:08

I have high expectations here and hope to hear news before the end of July.

AI is the future so I’m optimistic about INSG. Demis Hassabis has succeeded at Deep Mind; I wonder if we will be as successful?

[chessman2] 24/6/2021 16:40

I believe strongly that the share price will continue to rise.

The growing marketing force is a good sign and I expect the share price to jump once the first bit of good news is announced.

[pocketchangegame] 24/6/2021 15:46

Interested in the concept here but not at £70m. Will wait to see if I can come in lower

[shrewdmole] 24/6/2021 09:31

anybody else notice someone bidding for 100k chunks in closing auction yesterday?

[shrewdmole] 19/6/2021 11:58

Pj that’s interesting I was told I’d have to desegregate funds to spread with IG

[pj 1] 18/6/2021 16:53

Surprised by the down day today, although it seems its a lack of buyers rather than heavy selling?

Coincidence or not, INSG is now available through Spreadex.

[noujay] 17/6/2021 14:39

Quite a bit more volume today, nice to see

[ltinvestor] 17/6/2021 08:52

It isn’t going to take much to move the price so any news,and I am personally hoping for a few announcements over the next 6 weeks or so,should see the share price move strongly northwards.

[banshee] 16/6/2021 16:01

From Investopedia

"Two and twenty (or "2 and 20") is a fee arrangement that is standard in the hedge fund industry and is also common in venture capital and private equity. Hedge fund management companies typically charge clients both a management and a performance fee. "Two" means 2% of assets under management (AUM), and refers to the annual management fee charged by the hedge fund for managing assets. "Twenty" refers to the standard performance or incentive fee of 20% of profits made by the fund above a certain predefined benchmark"

The excess profit p.a. for a medium size fund management co who invested their total asset base of circa 10bn this way would be circa 3 billion on the figures from the presentation, far ahead of the vast majority of Hegefunds in performance terms as well. I could live with 20% of that a year. Of course this is purest fantasy at the moment, initial deals will be nowehere near that league, just gives an theroretical indication of long term scale. And they are targetting 35 fund managers of that size I believe currently

See also "Podcaster turned tech investor raises $140m fund" in FT today

[parsnip1] 16/6/2021 15:47

I suspect once the wrappers come off the offering we'll all be surprised and the benefit of the system data is of course that INSG owns it. To that end any profit share likely to be an attractive revenue stream

[banshee] 16/6/2021 15:08

Suprisingly quiet on here today considering this is sparkling in a dull market. Still largely under the radar, not least as it listed via an RTO with relatively little fanfare I imagine.