Inspiration Healthcare Share Discussion Threads

[lammylover] 31/8/2023 12:10

68.2m shares at 47p/share is mkt cap of £32m plus £2.1m debt. If IHC make £2.4m PBT this year then p/e at 14.2x. Slightly higher than I would like, but stupidly high for what are in essence, essential items for NHS etc.
Share price may fall back a bit more, but margins improving on core products (neo natal baby equipment and ventillators) should ensure H2 is solid. A couple of decent sized contract wins will soon engage PIs again to push this north of 50p.
Paul Hill in Stockopedia rated this a buy on 26.6.23 with a target of 84p. I'm at average 48.4p and happy to sit on these for next year for recovery in growth and share price.

[gopher] 31/8/2023 11:26

I was holding for a recovery in share price here having bought in at much higher level. Overall not a great update as would like to see revenue growing to re establish credentials as a growth company now relocation disruption is behind them.

[swerves1] 31/8/2023 09:45

Yes this has further to drop

[lammylover] 31/8/2023 08:48

Assume you guys are all looking for cheap shares here, hence negative comments? Looks like PIs are sitting on hands here, though - no flurry of selling activity. Shares cheap enough already IMO and should rise into H2 results if margins continue to improve and IHC can deliver some contract wins.

[cockerhoop] 31/8/2023 08:34

Liberum have £2.4m pbt reduced from £3.6m for FY24 so a 34% miss. They've also shaved FY25 by 16%.

Edit: repeating Hastings post above -soz

[hastings] 31/8/2023 08:27

Broker note issued this morning

[lammylover] 31/8/2023 07:53

Where's the PBT figures? I didn't see any in the update. Rev flat, margins improved. Debt reduced by £1.7m.

[swerves1] 31/8/2023 07:37

Not good. Expect the share price will take a big dip today

[hastings] 31/8/2023 07:36

Been keeping an eye on this ex holding, but a big drop in forecast PBT from £3.6m to £2.4m.

[scepticalinvestor] 31/8/2023 07:11

Profit warning

[melloteam] 26/6/2023 10:55

Just to let shareholders and prospective investors know that Inspiration Healthcare will be presenting on the MelloMonday webinar at 5pm today, Monday 26th June 2023.

5.00 pm Mello welcome followed by Paul Hill – Outlook for markets & equities ‘quick fire’ Q&A between Paul & David
5.30 pm Company presentation from Inspiration Healthcare
6.00 pm Megan Boxall – Growth stocks and how to pick the multibaggers
6.15 pm Company presentation from Hercules Site Services
6.45 pm Company presentation by Public Policy Holding Company
7.25 pm Mello BASH with Bruce Packard covering OMG & Graham Neary covering BPM



There will be over 500 investors attending and these are very popular shows with company presentations, interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[davidosh] 25/6/2023 16:31

Neil Campbell will be doing a presentation at 5.30pm tomorrow evening on the Mello Monday show.Here is the full programme...

5.00 pm Mello welcome followed by Paul Hill – Outlook for markets & equities ‘quick fire’ Q&A between Paul & David
5.30 pm Company presentation from Inspiration Healthcare
6.00 pm Megan Boxall – Growth stocks and how to pick the multibaggers
6.15 pm Company presentation from Hercules Site Services
6.45 pm Company presentation by Public Policy Holding Company
7.25 pm Mello BASH with Bruce Packard covering OMG & Graham Neary covering BPM

If you would like to join for free as a shareholder just use the code SHR100

[lammylover] 23/6/2023 07:54

AGM on Tues 27 June - hopefully get a trading statement prior to meeting in RNS

[gopher] 20/6/2023 23:02

I have just seen the results presentation and interesting there has been a bit of positive share price movement since the Times article below.I wouldn't call them a dicey as there is clearly some decent IP and regulatory approval acts as a barrier to entry. There are obviously some big US medical devices out there and they are a small neonatal specialist, this risk is difficult to judge particularly as US sales are insignificant but this specialism is their USP according to CEO.They have a new FD who I thought put in a solid performance on the presentation and it's difficult to predict how 2023/4 results will turn out given the upheavals of recent years. Some positive noises however.

[brummy_git] 18/6/2023 10:37

Does anyone have a Times subscription to access this article?

If so then I don't suppose it might be possible for someone to kindly 'cut & paste' their summary here?

[melloteam] 22/5/2023 11:41

Just to remind shareholders and prospective investors, Inspiration Healthcare will be presenting & exhibiting on the 24th of May this week at Mello2023.

We have created a two day physical investor conference (23rd & 24th May) at the Clayton Hotel and Conference Centre in Chiswick that will include 15 top quality keynote speakers, 12 educational workshops and panel sessions, 50 exhibiting companies plus over 80 company presentations for investors to evaluate and understand their current or future investments. We will also be hosting a live BASH session, analysing lots of additional companies!

For a £25 bonus add-on price delegates at Mello2023 are also invited to make it a three day visit and join us for the Mello2023 Virtual event the day after, Thursday 25th May.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[melloteam] 17/5/2023 12:16

Just to let shareholders and prospective investors know that Inspiration Healthcare will be presenting & exhibiting on the 24th of May next week at Mello2023.

We have created a two day physical investor conference (23rd & 24th May) at the Clayton Hotel and Conference Centre in Chiswick that will include 15 top quality keynote speakers, 12 educational workshops and panel sessions, 50 exhibiting companies plus over 80 company presentations for investors to evaluate and understand their current or future investments. For a £25 bonus add-on price delegates at Mello2023 are also invited to make it a three day visit and join us for the Mello2023 Virtual event the day after, Thursday 25th May.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[lammylover] 03/5/2023 15:20

Share price not moved since early 4.4% drop. Looks like the market makers are happy to acquire shares - there's a larger buyer in background. I'm hoping the CEO buys a load here, to show his confidence in the business as they build on the last quarter sales revenue and recover from supply chain shocks

[gopher] 03/5/2023 10:08

Clearly some problems with the internal upheavals last year and perhaps a little closer to running out of cash than market realised but equally seem through the worst now and I can't see the point in throwing in the towel at this juncture.

[borisjohnsonshair] 03/5/2023 07:55

You hope, so you can buy and sell at 60p on Friday. It's what you TRY to do. Like the left, lie for your objectives. Sleep tight

[rossco] 17/2/2023 18:17

If the Cenkos forecast of 467k is the market expectations mentioned within the TU, it means that the company made a loss after tax of 299k in the second half (against profit after tax of 1.4m in the half year to January 2022).