Inspicio Share Discussion Threads

[bullspread] 03/12/2007 09:04

225 is the top price for this. The price where at 140 when started going up, and then company announce that yes there is a possible take over. The price has gone up by 50% since. Usually is about 20% to 40%. Watch out don't be too greedy. I would say drop this at 214 level and if you like to take a gamble then hold some. But remember with the credit crunch, financing this deal is a real issue and it might take a long time.

Good luck
BS

[honiton] 02/12/2007 17:38

Why am I the only one to post any messages?

Jonwig...are you too close to the action to be able to post??

[honiton] 30/11/2007 10:40

Bid rumour resurfacing..

[robsy2] 28/10/2007 20:33

OK thanks . I'll think I'll do just that and see how it pans out, if its taken out at 2.50 it wil have been a great investment for me , if the bid dissapears and it slips back then it will have been a very good return to date , with more to come so its a comfortable situation.

[honiton] 26/10/2007 19:16

Robsy2

Hold. Expect bid £2.30-£2.50 range. Anything different, undervalues.

If no bid received, hold and enjoy the ride, but with drop to £1.70-£1.80.

[robsy2] 26/10/2007 15:20

OK fellas. What do we do ? Do we sell or do we hold?

[honiton] 18/10/2007 10:10

Oh well. Price behaving as expected in the absence of talks info.

[honiton] 14/10/2007 15:26

Any price south of £2.10 does not appear to build in a big enough bid premium.

I would expect a take-out price of circa. £2.30-£2.50 with an industry consolidator (say SGS or BNV) paying at top of this range and private equaity less.

INP's debt not a major stumbling block due to high cash generation potential moving forward.

[honiton] 12/10/2007 08:30

Oh well not a bad guess..

[honiton] 12/10/2007 06:29

jonwig

Good call on your part as well.

We'll see what happens; expect it to be north of £2.10.

Apart from this Board growing in popularity!

[jonwig] 12/10/2007 06:24

Yes, so that's what the rise was all about.
Well done, H.

[honiton] 12/10/2007 06:04

Possible offer??

[honiton] 10/10/2007 15:36

jonwig

I was never a one for the technical investing. instead look at fundamentals of business/economy.

no reason to sell unless it hits -15% stop loss. based on high of 185 earlier in 2007 stop loss is 160.

if you look at the chart that might have been a good trading tactic.

i.e. sell at 160 and buy back at 140, 145, or 160.

you have to ask yourself - why would you buy back if you have a stop loss.

I suppose the reason being the results...which were inline/OK/slightly positive.

i also find results have a strange impact on price. even a mere smidegen over the broker estimate tends to lead to a large price rise. any profit warning (howver mild) has the opposite.

[jonwig] 10/10/2007 15:30

Yes, Honiton.
I'd be a bit miffed if I took these things more seriously!

[honiton] 10/10/2007 15:20

nearly to a new high...

[honiton] 04/10/2007 08:05

has somebody wokenup.

no need to sellshare.

jonwig - any price targets on this on? vis PE of SGS

[edcrane] 30/9/2007 06:40

Questor - by Josephine Moulds
Last Updated: 11:11pm BST 28/09/2007



Inspicio

At first glance it would be easy to dismiss Inspicio as one of those companies that adopt a pretentious faux Latin name in a bid to distract attention from difficulties elsewhere - Consignia and Corus being the prime examples.

Yet at least Inspicio has the virtue of being a proper word that actually decribes what the company does.

It was floated on Alternative Investment Market (AIM) just over two years ago as an acquisition vehicle with the ambition to become a leading global player in the testing and inspection business.

By now, the company has built four major divisions - commodities, environmental, food and drink and process testing. After the headlines of recent months, it's clear most of those markets are poised to grow fast.

The scandal that saw tainted pet food and toothpaste find its way on to US supermarket shelves has ensured the health and safety of our food is foremost in the minds of many consumers.

Meanwhile, the insatiable appetite for oil and commodities in fast-growing economies like China and India mean there is unlikely to be any major shortage of materials to test. A long-term contract with BHP Billiton to test coal is just one example.

Furthermore, with legislators pressing ever more stringent regulations on businesses of all kinds, the climate for companies like Inspicio has rarely been better.

The company posted a strong jump in pre-tax interim profits to £5.4m last week and with the market growing at around 8pc a year, there is plenty of scope for more.

The stock is not without risk - at just two years old, the company model remains largely unproved - but, on the flip side, that means it is discounted in relation to its peers. At 160p this week, the shares trade on 15 times next year's earnings, which makes them an attractive long-term prospect.

[honiton] 29/9/2007 17:14

tipped in IC

[jonwig] 21/9/2007 08:00

Thanks, would be grateful.

[edcrane] 21/9/2007 07:59

no I don't but if I do receive it I will let you know ....

[jonwig] 21/9/2007 07:47

EdCrane ... many thanks.
Do you have the full note?
Any chance of posting it to me, please?