Inspiration Healthcare Share Discussion Threads

[lammylover] 03/4/2020 13:10

There's at least 30% upside here if you look at range. I reckon MMs will walk it back up to 65p next. That obviously isn't my target sell price! LOL

[dan_the_epic] 03/4/2020 13:07

Who would buy for 4% upside

You're buying a distributor of third party products such as those from Fresenius Medical. Those are the real companies. Why do people think a distributor is going to see a rocketing and sticking share price increase? Lack of understanding of what they are actually buying?

At least Novacyt are making all their own product that they are getting demand for. And even that is hugely speculative. It will underperform when markets recover and the virus subsides

[lammylover] 03/4/2020 13:05

Mass buying at 60-61p during auction earlier - price driven down on low volume with a few, small repeated sells. I hope you took opportunity to buy in at this price before MMs walk it back up again to 65p.

[lammylover] 03/4/2020 13:00

In your dreams - presumably you are hanging around here like a bad smell as you want to buy in at a lower level.

[backtogo] 03/4/2020 12:55

oh dear support broke 50p comes

[lindowcross] 03/4/2020 12:37

remove duplicated post

[lindowcross] 03/4/2020 11:45

Aside from earnings, does anyone have any idea how you could value the aggregate position of accrued intellectual property, design experience,sales and purchasing contacts, relationship with NHS and others built up over at least 20 years, ability to negotiate a way through a complex regulatory structure for supplying devices, lack of debt and skilled labour?

[dan_the_epic] 03/4/2020 11:17

Rampers on twitter getting brutally exposed. Their use of caps lock doesnt work when there is what looks like a background seller happy to take this price.

17x trailing earnings is too much

[lindowcross] 03/4/2020 10:28

This is a very safe, conservatively run small company with excellent management who have a good relationship with the NHS. The supply a number of medical devices and the ventilator contract may be distracting short term investors from the long term attraction of this company. More important to me is the agreement with a US university to develop and commercialise a patented respiratory device designed for use in neonatal intensive care. Recommended time horizon for holding a company like this is at least five years, preferably for ever.

[lammylover] 03/4/2020 09:23

The weird thing is that everyone will pile in when news comes and they will be happy to pay more for a company selling medical equipment and ventillators! Its a crazy world we live in. Rich

[lammylover] 03/4/2020 09:19

30% upside here just to 85p. All it will take is one mention in Investors Chronicle or other media; one RNS....Just waiting for update / news. Patience is key. Rich

[lammylover] 03/4/2020 09:17

Buying opportunity. I've bought more today. If weaker hands are selling, I'm happy to take them off their hands at crazy, cheap prices! Fill your boots. LOL Rich

[charlesjames1] 03/4/2020 09:10

Its now lower than when all this kicked off. Quite amazing.

[lammylover] 03/4/2020 08:59

People seem to be focused on ventillators and I think you are right, they assume Dyson are picking up the required additional volume. The last week is looks like there is still an II selling a few blocks of IHC shares plus a concerted effort to drive the price down with repeated small volume sells in the morning, then pick up bigger blocks in the afternoon. With the CV market rout, people are moving money quickly hoping for gains / minimise losses, so once buzz of news disappears, people move on quickly. However I cant see any downside here, other than having a wait a few weeks for results / more RNS news on orders etc. This is the right sector of market to be in, right now. Good luck. Rich

[foreverfalling] 03/4/2020 08:48

Do you think all this dyson noise is causing people to ignore the opportunity here?

[lammylover] 03/4/2020 08:36

IHC year share price range is 57.1p to 89.9p. The share price reached 72.65p in January on RNS detailing year end information including "ahead of market expectations" results. Since then they have picked up a £4.0m order for ventillators from NHS. Share price rose to 89.9p on this news. Subsequently price has slipped back on low volume and no news. This company supplies all manner of medical supplies, not just ventillators. At this time of unprecedented demand, why on earth would you think that sales would fall and share price be at 50p??? You should do yourself a favour and buy today at 64.5p and thank me when the results come in! Rich

[backtogo] 02/4/2020 20:28

"is working with suppliers from various countries to expedite delivery as soon as possible"there even said it themselfs nothing tosee here next step 50p

[backtogo] 02/4/2020 20:26

down we go to 50p

[backtogo] 02/4/2020 20:25

they already had 4m nhs order and trying hard to fulfil it. why on earth do people think they will get another??! they need to supply their first batch before anything else considered. NHS only had 30 new ventilators supplied by end of last week, BBC reported it.

[backtogo] 02/4/2020 18:36

look like 50p coming next boo hoo

[x54v] 02/4/2020 10:58

"Today I’ve continued to have calls with CEOs of several #Crawley employers, including @ThalesUK, who I’m delighted are assisting Manor Royal based Inspiration Healthcare Group significantly scale-up their production of ventilator for the NHS to treat CV19 patients. Thank you!"

[solooiler] 02/4/2020 08:03

its on 17x pe and they are reliant on the actual critical care equip providers to get them the ventilators. Not like they are sat in london making the ventilators themselves. Some people trying to shamelessly ram for a quick profit.

" Inspiration Healthcare has been able to benefit from our commercial relationships with critical care equipment manufacturers and source such large quantities of this very specialist equipment"

SOURCE. What do you think the margins are going to look like.

[x54v] 02/4/2020 07:56

"#IHC sell tech to between ~ 60 countries and their biggest market is the US. It’s huge in neonatal, but also adult intensive care - breathing tech and full range of consumables. Interesting times given recent ~ £5M orders from NHS for ventilators has not yet shifted the share price .."

[x54v] 02/4/2020 07:55

"#IHC - Had some comms from the company this morning.

Very interesting discussion. Business currently in a transformational period.

Don't expect 60s to be around for long"