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INSE Inspired Plc

59.50
-3.00 (-4.80%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Inspired Plc LSE:INSE London Ordinary Share GB00BR2Q0V58 ORD 1.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.00 -4.80% 59.50 58.00 61.00 62.50 59.00 62.50 59,874 16:23:58
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Business Services, Nec 88.78M -3.63M -0.0360 -16.53 59.95M
Inspired Plc is listed in the Business Services sector of the London Stock Exchange with ticker INSE. The last closing price for Inspired was 62.50p. Over the last year, Inspired shares have traded in a share price range of 55.40p to 122.50p.

Inspired currently has 100,759,780 shares in issue. The market capitalisation of Inspired is £59.95 million. Inspired has a price to earnings ratio (PE ratio) of -16.53.

Inspired Share Discussion Threads

Showing 2601 to 2625 of 3125 messages
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DateSubjectAuthorDiscuss
19/6/2020
11:12
Just been tipped by Ken Wotton, Manager of the Gresham House UK Micro Cap Fund in this video interview transcript:



"Wotton: Our final stock is a company called Inspired Energy Group. Inspired Energy is a specialist energy procurement consultancy business. So, it focuses on mid-sized corporates, typically ones that use greater amounts of energy than average and it advices them on the sub-optimal tariffs that they should be entering into for their gas and electricity and also advices them on how they can reduce their energy consumption that is very topical at the moment sort of as sustainability becomes a more prominent thing in people's minds. And this is a business that has really successfully used the AIM market over the time it's been listed. So, we invested in that business in 2011 when it came to the AIM market. It was a 10 million market cap company and made profits of just over £1 million. Roll forward to last year, and it made profits of £18 million…

Black: And is it often that you'll hold a company for that long, particularly it's still fitting your micro-cap remit?

Wotton: Yeah. So, we are long-term investors. On average, we'll hold a company for four to five years, but we have some which we've held for shorter times and some we've held for much longer including Inspired Energy. And we look at it based on the opportunity and whether we still believe there's good attractive returns to come and this is in category of – it was a very small company. It's now sort of a medium-sized company but we think there is a good growth opportunity for the next few years."

rivaldo
08/6/2020
11:23
Good to see the bid price ticking up twice today and the spread reducing. With sells achieving large premiums over the bid price - the last at 17.55p - INSE seems to be looking strong at present.

The chart looks good too. Hopefully back to 20p soon for starters.

rivaldo
07/6/2020
06:49
INSE's results last week actually beat forecasts by more than I'd thought originally.

INSE themselves highlighted that they'd achieved 1.74p adjusted fully diluted EPS, and this against the forecast 1.7p EPS.

But hidden in Note 5 one can see that the adjusted basic EPS, which most companies highlight, was actually 1.84p EPS:



Kudos to INSE for being conservative, but there's no point in holding good info back.

1.84p EPS puts INSE on a historic P/E of just 9.5.

rivaldo
05/6/2020
10:09
Good to see the full 18p offer price being paid for buys now.
rivaldo
05/6/2020
06:28
Peel Hunt have retained their forecast of 1.9p EPS this year, as well as the 25p target price.

That's a P/E of only 9.2 at the current 17.5p. And reinforces the substantial director share buying.

rivaldo
04/6/2020
11:38
Nice quick move back up.
1gw
04/6/2020
08:07
True :o)) But the CEO does always come across very impressively imo, particularly in person.

Still looking good online - you can sell at least 160,000 at a premium at 16.5p, whilst the maximum you can buy is only 60k at 17.45p.

rivaldo
04/6/2020
07:35
Have you ever seen a Proactive interview that wasnt positive?
luffness
04/6/2020
06:37
Positive new interview with the CEO:
rivaldo
03/6/2020
22:02
followed the substantial BOD buying by re-entering this morning. happy to get in at a lower price than the insiders paid.
melody9999
03/6/2020
16:49
Crikey what's with the 2 massive trades totalling nearly 8 million shares ?
wanttowin
03/6/2020
10:29
The sizeable director buying and the 250,000 buy at 16.9p just reported mean online is looking encouraging.

You can now sell at least 160,000 at a decent premium at 16.38p, whilst you can only buy a maximum 60k at almost the full offer price.

rivaldo
02/6/2020
16:08
Good to see the director buying. I did sell some this morning, but it remains a top 5 holding.
1gw
02/6/2020
14:20
Large director share buying today at between 16.9p-17.4p....by the entire Board.

That's just over 1,400,000 shares at a cost of around £240,000.

Most importantly the CEO has bought almost £100,000 of shares. And the CFO - who's normally the least wealthy and most cautious Board member - has bought almost £75,000 of shares at 16.9p.

rivaldo
02/6/2020
12:30
The Corporate Order Book had increased to £60.1m at the end of April (from £57.5m at 31st December), so it was still looking very good/secure well past the end of Q1.

And INSE had visibility over £40m of revenues from the Corporate division at 30th April - plus further revenues from Ignite and the small SME division. That's well over 80% of last year's total revenues secured already.

Plus actual consumption in April was "notably higher" than their downside scenario, and SME activity turned upwards in May.

There will have been some disruption in May - as INSE say themselves - but the country is swiftly moving out of lockdown and this disruption will have only been material for one to two months. Costs have been cut and losses mitigated.

Given the income already secured for Q1 and the high visibility going forward, INSE should be in a good position to produce positive results for this year.

rivaldo
02/6/2020
09:06
They say the first quarter saw no impact on the corporate division, but I get the sense that there has since been a significant impact (makes sense as there would clearly be a big drop in energy consumption).

The outlook section states - 'the group was largely unaffected by Covid19 until very late in March' - my reading of this is that they are indeed now seeing the impact.

Personally I've sold with a view to buy back cheaper - it's been on a good run and on past form it does tend to slip back following rallies.

riverman77
02/6/2020
08:37
INSE are on a historic P/E of 9.5 now.

They've already secured a large part of the current year's revenues - and that's whilst the lockdown has only just begun to ease.

The dominant Corporate Division has barely been affected by COVID-19.

They have a transformational opportunity already being sold into in Optimisation Services resulting from Net Zero Carbon and ESG - which "represents a significantly greater market than traditional Assurance Services".

In this market, that's all you can ask for from a company that's not based on biotech or online game playing :o))

rivaldo
02/6/2020
08:13
I think you'll find all financial results have the "going concern" thing. I imagine it's a legal requirement
buoycat
02/6/2020
08:08
Sold most of mine this morning. No point in hanging around on the back and ifs and buts in this market.
ygor705
02/6/2020
08:01
Tad disappointed in the market reaction..I suspect share price could sink back to the 14's..I'll be ready to add if it does
wanttowin
02/6/2020
07:42
I think they've done ok, and the "going concern" comments are probably the result of an "abundance of caution" in scenario planning, but they do illustrate that even the apparently strongest companies are not guaranteed to get through this thing without taking a significant hit.

Given what I think is their relatively strong financial position, they should be well-placed to emerge in a stronger competitive position once the dust settles. In particular the "private equity backed consolidators" who appear to have been somewhat trashing the margins in their SME space in 2019 might be expected to be more vulnerable in terms of balance sheet structure. In this context relaxing covenant tests in advance and deferring the dividend make sense - both increasing the chances of survival and providing more capacity to react quickly should opportunities arise.

But given INSE is still my 4th biggest holding, I'm more likely to reduce than add at this point.

1gw
02/6/2020
07:28
Can't see anything to get over-excited about here and the deferral of the dividend is disappointing. Not sure that I agree with Peel Hunts assessment.
ygor705
02/6/2020
07:06
Peel Hunt retain their Buy and 25p target:
rivaldo
02/6/2020
06:50
The latter is only due primarily to the higher one-off restructuring costs and also higher amortisation re the Inprova acquisition, and the former is common to most quoted PLCs at present, with the dividend potentially still payable after review anyway and INSE's bank facilities having been refinanced and secured recently.
rivaldo
02/6/2020
06:41
Although deferring the final dividend and the discussion around "going concern" give some pause for thought. As perhaps does the flat diluted eps.
1gw
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