Inspiration Healthcare Share Discussion Threads

[mginvestor] 11/2/2021 11:15

Does anyone know if this has been tipped?

thanks

Even at this level there is no stock to buy!

[techno20] 11/2/2021 10:41

Great to see IHC smashing through £1. Cant see any particular reason why. Have I missed anything?

[rivaldo] 03/2/2021 10:34

Ah - no wonder the price has risen! Must admit to being surprised at IHC reaching these levels.

Well done to holders here. I sold too early but from memory I suspect the proceeds went into other stocks which have also risen since. So swings and roundabouts!

[techno20] 02/2/2021 12:47

Recommended by Simon T in IC. Positive piece. Target 105p

[doobz] 26/1/2021 10:44

Picked some of these up recently, really like the breakout after such a long time and they seem to be doing the business in a strong sector right now.

[mginvestor] 25/1/2021 07:51

Results ahead of expectations and broker has increased FCs for FY22 too:

[mginvestor] 03/12/2020 07:13

Good to see GeneDrive's trial being successful for the Genedrive® MT-RNR1 ID Kit

"Genedrive is now working with the study team to publish the data, due in early 2021, and with Inspiration Healthcare plc to plan the roll-out for commercial use. Full launch of the product is expected from June 2021, following the inclusion of feedback from the trial sites in the product configuration."

[troutisout] 10/11/2020 12:40

The NHS ventilators have been delivered and paid for. There should be nothing in the price for them now, they are history. Ventilators are used for other things other than COVID though so they will be used/sold on.
If you believe that the vaccine announcement yesterday is going to stop Covid in it's tracks, then you have been blinkered by the hysteria, they are a long way off getting it out to the general population and with plenty of Worldwide competition for the vaccines the UK will need to keep testing/isolating/Social distancing, etc for many, many months yet.
But there should be nothing Covid in the price of IHC, because it stepped up and did it's bit and got paid for it, there were never going to be further Covid orders.
They will get lots of orders from around the World for their neo-natal equipment (including specialist ventilators)as well as their equipment for use in operating theatres and ICU depts. So all looking very good on the business front.

[lfc4ever] 10/11/2020 12:25

so, how much of the price do we think is due to the ventilators that will not be needed if the vaccine works?

[troutisout] 09/11/2020 16:24

The spread here is ridiculous and on the trades showing so far, seems just an attempt to shake out some stop losses.
Perhaps they don't realise the Ventilators for the NHS was a one off and their other ventilators and equipment are for the neo-natal market and that will always be needed.

[rivaldo] 28/10/2020 09:12

I've taken advantage of the Simon Thompson-induced rise to take decent profits and sell out yesterday and today.

This is partly because I needed to top up funds after investing elsewhere (CLX if anyone's interested - see my thread). But also because I'm a little unsure about IHC.

The P/E to Jan' 22 is now around 17, which isn't cheap. The big SLE acquisition is apparently heavily weighted towards IHC's H1, so growth in this current H2 to Jan'21 may look somewhat light. Finally, the pandemic has caused a fall in already declining global birth rates.

GLA - IHC looks a decent company, I'm just not sure that the high P/E is justified by the forward earnings and other factors. Though of course further large acquisitions could change all that!

[lfc4ever] 27/10/2020 16:45

"kept the faith"- not much take up for the heated pitches that I invested for!

[lammylover] 27/10/2020 15:38

Fabulous rise today - tipped by Midas (Daily Mail) a couple of week ago; then Moneyweek tipped, then Investors Chronicle today.

Simon Thompson Target is for 105p - for early 2021 on FY results.
I've top sliced a few today, as my portfolio was top heavy with IHC.
Still keeping a very significant number though with target 100p+

Well done all holders who kept the faith with IHC despite the MMs walking the share price down at every opportunity!

It makes a nice change to see this share rising strongly today.
Rich

[cockerhoop] 27/10/2020 12:03

Conclusion

As investors start to recognise that the contribution from the SLE
acquisition will more than replace the one-off NHS ventilator
sales which have boosted current year profits, it’s reasonable
to expect the shares to start to re-rate towards the upper end
of their historic EV/Ebitda valuation range (8 to 14 times multiple since 2016), up from the current 9 times multiple based on
2021/22 forecasts.
Based on 13 times multiple then Inspiration’s enterprise valuation rises to £65m implying a market capitalisation of £71m
(105p a share) after factoring in the £5.7m forecast cash pile at 31
January 2022. That’s 40 per cent above the current share price,
highlighting the scope for a major re-rating.
So, having taken the risk assessment below into account, and
the positive trading outlook for the company, the risk-to-reward
here is favourable. The shares are well worth buying ahead of the
full-year trading update early next year. Buy.

[rivaldo] 27/10/2020 11:07

Cheers - wondered what was going on! Interesting that it started rising yesterday....

[geovest] 27/10/2020 10:46

Just got a copy of the IC Alpha report. Its a comprehensive 16 page report by Simon Thomson on IHC. The conclusion is that there is major potential upside with an implied valuation of around 105p per share.

[penpont] 27/10/2020 10:29

pmeldrum: thanks.

Babbler: ST= Simon Thompson, influential tipster in Investors Chron.

[vprt] 27/10/2020 10:03

Perhaps bouncing with covid second wave?

Edit: No, I guess it is the ST-effect, then. Let's see if this spike is different.

[penpont] 27/10/2020 09:55

Notice that ST has an article in the IC this morning headed:

'Profit from a medical technology winner

-This firm is strongly positioned, with a growing global market for its medical technology products.
-Potential upside from new product launches and conservative earnings forecasts.
-Shares look too lowly rated on cash-adjusted forward price-to-earnings ratio of 14'

Unfortunately it's in the Alpha section so can't read as only an ordinary subscriber but could it be IHC???

[lfc4ever] 27/10/2020 09:50

5 year high- time for a proper re-rating?

[rivaldo] 27/10/2020 09:38

Hello.....:o))

[gr1982] 27/10/2020 09:37

Just joined in today. This share has had a very long time consolidating and it usually results in some crazy breakout so lets see.

100p first

GLAH