Inspecs Share Discussion Threads

[forrest1987] 06/6/2025 08:09:40

Is this dump after the pump

Level 2 looks like further falls incoming imho

[halfpenny] 05/6/2025 06:21:16

I can SEE Clearly further falls so How Low How Risky.

FOGGY ROAD AHEAD AS CLIFF GETS CLOSER!!!

[volsung] 04/6/2025 10:03:24

Sold to buy some CWR

[eigthwonder] 04/6/2025 08:24:11

You’re right that those puffed into it at IPO have done badly - if any have stayed on. And I agree that the performance as a business hasn’t lived up to expectations. But don’t let history lead to dogma - things are changing; founder has gone, motivated shareholders arriving, strategic mis-steps (lenses) being addressed and it isn’t getting worse - yeah EBITDA has faults but that statement could have been worse.

[forrest1987] 04/6/2025 08:04:12

Market doesn’t care

Still warning

Why take what peel hunt say when they iPod this much higher

[aishah] 04/6/2025 07:34:05

Inspecs Group PLC (SPEC)

A clear vision of Inspecs, says Peel Hunt

Inspecs (SPEC) has had its view clouded by tariff uncertainty but Peel Hunt says demand is improving in Europe and projects in North America are progressing.

Analyst Charles Hall reiterated his ‘add’ recommendation and target price of 60p on the supplier of branded eyewear, which was trading down 6.4% on Tuesday morning at 50p.

‘The cloud of uncertainty on tariffs has been a headwind in the first five months of the year and sales at this point are behind last year,’ he said.

‘However, demand in Europe has begun to improve and projects with retailers in North America are progressing well.’

Earnings are on track thanks to improving sales trends and operational efficiencies, and Hall said ‘cost savings should accelerate in the second half’.

‘We expect a stronger trend in the second half due to an easier comp, a fuller order book, and as the new Vietnam facility comes onstream in the second quarter,’ he said.

[forrest1987] 03/6/2025 21:33:21

He’s listed an entity here at a high valuation and done very well

Investors since the ipo haven’t done so well

Needs to be shaken up imho

[dr biotech] 03/6/2025 20:55:03

32% voted against totterman

[forrest1987] 03/6/2025 18:29:08

What a mess this continues to be

[halfpenny] 03/6/2025 10:44:21

Dark days ahead as further falls expected as revenue falls and debt increases.

Too Risky at these levels....Amen

[eigthwonder] 03/6/2025 09:35:26

He’s made more money than the rest of us put together

[forrest1987] 03/6/2025 08:48:26

Lj has made mistakes before

[aishah] 03/6/2025 08:32:21

Understandably grumpy from founder who has been forced out. But change was needed. Onwards and upwards from here imo
p/b 0.56 and psr 0.28, mkt cap £50m

[babbler] 03/6/2025 08:26:30

Oh dear it's heading back over 50. Hope you managed to close the short this morning...

[bookbroker] 03/6/2025 08:23:28

What a load of drivel, I think I trust the judgement of LJ., rather than some threepenny bit idiot posting on a BB.

[halfpenny] 03/6/2025 08:18:50

You never have light at the end of a deep hole only Darkness as the lights are turned OFF!!

Second rated CEO will only join for sign on Bonus.

Looks like the End is coming sooner than expected. Dark Times Ahead !!

[bookbroker] 03/6/2025 08:13:13

Norville has been a drain on this company, never made a profit, has had considerable time and investment placed upon it, and still little progress. Bin it and the company will benefit considerably. Off course there will be a write off, but is there light at the end of the tunnel, and is Norville really going to produce a viable return, I doubt it!

[babbler] 03/6/2025 08:12:27

Recent lows were below 40. It's 48 right now so 20% higher than recent lows.

[forrest1987] 03/6/2025 08:11:07

They said kitchen sinked at the last warning

And it keeps warning

The business is ex growth whoever listed likely knew this and cashed out. Good for them, but without growth it’s not going anywhere soon, it needs to delist, the only hope is a takeover for bulls imho

[halfpenny] 03/6/2025 08:09:51

Testing Recent Lows again...How Low How Soon..


Looks like another failed CEO to join.

Now a Great Fall like Humpty Dumpty...

ONC went the same way, new CEO will slso fail but will be given a huge sign-on bonus..

Is there Trouble Ahead??? Too Risky as cash runs out and Delivery fails again!!

[volsung] 03/6/2025 08:08:49

This has been kitchen sinked
Upwards from here
If I had any cash I would buy more

[babbler] 03/6/2025 08:05:37

It's down 12% not hammered... yet.

[forrest1987] 03/6/2025 08:05:10

Being absolutely hammered

Why was this bid up so much in last week or
So - looks odd

[forrest1987] 03/6/2025 07:32:27

Warning after warning after warning, the projections are bordering on comical

Going to take an absolute kicking today

Feel bad for aishah if they got the 40k shares the other day

[dr biotech] 03/6/2025 07:16:09

Not a great statement. With the results they said “ We delivered solid growth in H2 2024 and I am pleased to report that our current trading is in line with expectations, giving the Board confidence in delivering growth in revenue, margins and profits in 2025” so flat from “growth” whatever that was.

Perhaps it’s time to ditch the lens business. I don’t know enough about that though.