Inspiration Healthcare Share Discussion Threads

[scepticalinvestor] 11/8/2020 09:05

def buying opp now though.

[scepticalinvestor] 11/8/2020 08:37

i think the FY statement comes across slightly negatively ie if they are 30% ahead in H1, the mkt provably wants to hear that they will be substantially ahead of previous guidance yoy.vis a vis H2 is expected to be substantially down yoy.

[troutisout] 11/8/2020 08:36

I don't see it as a H2 forecast, but a statement that with the visibility they have at the moment they are already confident they will achieve market expectations for the full year, If H2 delivers further new orders we will see those expectations well beaten...
It is rather confusingly worded though and that is why I think there will be a few selling, this however, allows some to buy at reduced prices.

[rivaldo] 11/8/2020 08:34

As Paul Hill suggests, given the excellent H1 performance IHC are imo simply being prudent in stating that they'll meet expectations. It's still pretty early in the financial year to confirm outperformance - I'd usually expect that later on in the accounting period.

EDIT - sorry troutisout, our posts crossed, but similar sentiments :o))

[troutisout] 11/8/2020 08:32

So we have an uplift of 30% for H1 revenues and the share price drops from it's lowly start. I wonder if people have been confused by the statement about being confident in achieving market expectations for the whole year.
With a 30% uplift in H1, they are able at the start of H2 to say they expect to meet expectations for the whole year, with still over 5 months to go. Very positive as any new contracts/sales will add to the revenues for the year.

[scepticalinvestor] 11/8/2020 08:25

hmm bit of a sell off.prob down to H2 forecast not being overly positive i assume

[brummy_git] 11/8/2020 08:07

new commentary here

hxxps://www.linkedin.com/posts/paul-hill-a5994116_ihc-covid19-activity-6698840204221980672-bRZz

[hastings] 11/8/2020 07:59

Yes happy with the update, positive for the short term, but increasingly looking beyond that for longer term and significant upside.

[scepticalinvestor] 11/8/2020 07:34

yes, very pleasing

[rivaldo] 11/8/2020 07:14

Encouraging trading update today - confident in at least achieving expectations, and with a healthy order book in the core business augmented by COVID-19 opportunities.

In particular, the acquisition of SLE is going well, and the language remains bullish with talk of short and medium-term earnings enhancement:

[scepticalinvestor] 07/8/2020 16:24

just bought in again - was hoping for the 50's but now unlikely to happen63 seems ok

[lfc4ever] 16/7/2020 22:04

you still here Jan? gutted we cant get the 100pts

[geovest] 16/7/2020 10:59

Some, such as Barc and AJBell have already refunded in the last few days, but others still haven't. They are always much quicker to take your money than to refund.

[troutisout] 16/7/2020 10:33

I think it said up to 2 weeks, it's annoying as the market price is now lower than the OO price, but we can't use the money....

[thamestrader] 16/7/2020 10:16

Have you all been refunded for the shares you didn't get in the recent issue?

HL took the money for all the shares I applied for, credited me with my requested shares less 20% or so, but have not yet refunded the cash balance.

I guess the process would take a few days, fair enough, but it's been over a week now.

[cockerhoop] 10/7/2020 13:54

Good stuff!

[rivaldo] 10/7/2020 09:49

From the GDR trading update this morning - the AIHL test is on track to launch this autumn:

"Despite some initial concerns around the impact of lockdown on the Antibiotic Induced Hearing Loss (AIHL) project, the NHS evaluation programme has continued to run during the past few months. After a slow period, the programme pace has increased somewhat as lock-down measures have eased and the Company remains optimistic of completing the project and achieving the Autumn 2020 timeframe for commercial launch with Inspiration Healthcare Plc."

[cockerhoop] 09/7/2020 17:07

Got 100% in both applicable accounts though rather wish I hadn't as was just able to buy a few more 2p cheaper :-(

[rivaldo] 09/7/2020 13:42

Interesting to see a German investment company take a 6.12% stake in IHC with 4.16m shares:



"Universal-Investment-Gesellschaft mbH is an investment company based in Frankfurt am Main with offices in Luxembourg and Cracow, Poland. With 406 billion Euro assets under management, 1,261 institutional funds and private label funds and more than 650 employees Universal-Investment is one of the leading German investment firms. In 2014, the company ranked third, after Allianz Global Investors and DWS and before DekaBank.[1] Universal-Investment offers primarily the administration of investment funds and securities for institutional investors":

[rivaldo] 08/7/2020 10:08

Exactly the same Geovest - got 74.7% of the excess I applied for. A good result.

[geovest] 07/7/2020 16:22

Ok, looks like I got around 75% allocation out of the excess open offer. Not too bad.

[rivaldo] 07/7/2020 12:08

Looks like BGF Investments took a load of the placing - they now have 15.5%, or 10.56m shares:



Good to see the directors buying almost £40,000 of shares too, including the CFO taking a maiden stake:

[troutisout] 06/7/2020 14:53

Unfortunately admitted for trading and having them in your nominee account ready for trading are two completely different things, especially with my brokers at the moment....
Not worried about trading them, just want to know any shortfall and use the money left over to purchase more.

[geovest] 06/7/2020 14:45

You should know by this evening as it can be traded from tomorrow