Inspiration Healthcare Share Discussion Threads

[rivaldo] 06/10/2020 07:21

Yep, lovely stuff :o))

"we expect to materially exceed market expectations in the full year"

and there's much confidence for 2021 too in definitively saying IHC "will maintain momentum into next year".

IHC have £5m net cash to continue growth, against a £42m m/cap.

The transformational SLE acquisition "has already shown potential to deliver more opportunities than originally anticipated".

And there's FirstBreath and Project Wave to further accelerate growth.

[hastings] 06/10/2020 07:07

Excellent results, maiden div and full year numbers to beat expectations.

[lammylover] 28/9/2020 09:06

Just bought another 8000 shares at 61.5p. MMs are moving bid / ask prices around so it looks like a sell!
Great value at this price IMO
HY results due next Tues 6th October

[troutisout] 25/9/2020 10:38

That sell price from earlier is ridiculous!

[rivaldo] 25/9/2020 10:31

IHC are presenting here on 8th October (along with SCE which I also hold!):

[troutisout] 16/9/2020 09:15

Great update, confirmation of final delivery of the NHS ventilator contract and the bonus of a smaller one from SLE. None of which was included in the Broker Forecasts. Interims due early next month. Interested to see how the acquisition is bedding in and also how well other products have been doing...

[hastings] 16/9/2020 07:29

So, Cenkos note just out, with an intention to update next month! It does state £7m revenue and £1m EBIDTA not currently included in existing forecasts.

[hastings] 16/9/2020 07:17

Echo that rivaldo, perhaps we will now get the upgrade I've been expecting!

[rivaldo] 16/9/2020 07:13

Great to see the NHS ventilator deliveries increasing to a total £7.1m. IHC will continue to benefit from ongoing ventilator support contract orders.

And there's the closing sentence that "The additional revenues from these orders positions the Company very well to achieve a strong performance this financial year."

[troutisout] 02/9/2020 16:56

I see this breaking out higher.....


free stock charts from uk.advfn.com

[rivaldo] 20/8/2020 07:31

Excellent news:

- strong trading continues into H2
- the original NHS order deliveries will further benefit H2
- the second NHS order via the newly acquired SLE is a further bonus I was unaware of?
- further optimism as to the outlook and to acquisition integration

[valustar1] 20/8/2020 07:10

Update on Ventilator Delivery to the NHS



Inspiration Healthcare Group plc (AIM: IHC), the global medical technology company is pleased to provide a further update on the status for the delivery of ventilators as the UK National Health Service demand for Covid ventilators likely diminishes, the Group continues to satisfy the orders received from the UK National Health Service announced on the 16th and 20thMarch 2020 with a value totalling approximately £5 million. In the last few days the Company delivered a further £1million of the orders, taking the total amount delivered under these contracts to £3 million.



On the 11th August 2020, the Company gave an update on trading stating that underlying revenues (ie prior to any contribution from S.L.E. or Covid opportunities) for the Group in the first six months were running 30% ahead of last year, with a healthy order book in place. This strong performance continues and, in addition, the recently acquired S.L.E. has, in the last few days, also delivered over £0.5 million of ventilators to the NHS as part of a separate order they had received. The integration of S.L.E. into the Group is progressing according to plan and is providing the significant short and long term commercial synergies expected by management.



Neil Campbell, Chief Executive Officer, commented, "We have continued to work tirelessly with our partners to get the ventilators into the UK and delivered to the NHS. At the same time, I'm pleased to report that the Company is trading well across all its operations and we are working well with our colleagues at S.L.E. to integrate the two businesses and also at Viomedex, which means that we remain optimistic of our continued progress for this financial year and beyond."

[troutisout] 17/8/2020 10:26

IHC reposted a tweet from 3 months ago on their Twitter feed last week, the tweet linked to this article below, with the 10m backlog for operations and the restart to elective surgeries, the demand can only continue to soar.....

[rivaldo] 12/8/2020 12:14

Cheers - very positive. If they're already confident enough at this early stage to state that they'll meet expectations for the year, then a little more good news may well be enough to trigger an "ahead of expectations" statement.

[troutisout] 12/8/2020 11:32

Interview with CEO here, all sounding very positive, the 30% rise was LFL and doesn't include the NHS ventilator contracts of which £2m have been delivered in H1 with £3m to follow.

[troutisout] 12/8/2020 10:46

Looks like they may be some buy orders in, were the 63.6p trades sells, I certainly was quoted that for a sell soon after?

[lammylover] 12/8/2020 09:05

I guess you've got direct market access then? Lowest I was quoted was 60.26p

[thamestrader] 12/8/2020 08:18

I got a nice little batch (or was it a tranche?) at 59.6p

[scepticalinvestor] 11/8/2020 16:22

was prob panic sellingi was able to pick some up at 60

[lammylover] 11/8/2020 16:00

Agreed Rivaldo. Can't believe people gave away their shares at 58p this morning. Daft.

[rivaldo] 11/8/2020 15:47

Bouncing now as the results and prospects sink in.....

[troutisout] 11/8/2020 09:27

It's just lots of people don't know what market expectations actually are....

Cenkos forecast revenues of £28.1m for this year against an actual revenue for last year of £17.8m, this includes 6 months from SLE, the note before the acquisition of SLE forecast revenues of £20.5m for this year.
Either way market expectations are a good deal higher than last year, so to believe they will hit those expectations so early in H2 must be a positive and leaves some upside as trading in H2 continues...

[scepticalinvestor] 11/8/2020 09:17

well the ambiguous wording in the update does not help....

[awesome45] 11/8/2020 09:05

SI - Market expectations are for FY revenue to be +36% so I doubt they are now forecasting a drop off in H2