Inspired Share Discussion Threads

[rivaldo] 23/11/2020 07:30

Today's RNS will nicely highlight to the market INSE's credentials in the ESG sector:



"Inspired Energy plc is the leading consultant for energy procurement, utility cost optimisation and legislative compliance in the UK and Ireland. Inspired Energy provides services to over 2,400 UK corporate business consumers, which represent c.6.7% of the UK's expenditure on electricity and over 400 in the ROI.

Inspired Energy is ranked as the UK's number one advisor in the most recent independent Cornwall Insight Report, which was achieved by addressing client needs and using that insight to shape the business strategy in addition to the acquisition and investment activity.

The Company provides expert assurance and optimisation services to Corporate Energy Consumers to help them manage energy costs effectively and deliver their Net Zero Carbon and ESG objectives."

[rivaldo] 20/11/2020 09:31

Good to ses INSE recognised as a likely beneficiary of the UK's huge new Green Energy spending plans:



"With £1bn invested in the next year to make homes, schools and hospitals greener with lower energy bills, along with a one-year extension to the Green Homes Grant voucher scheme by a year, this could provide a boost to the likes of Inspired Energy PLC (LON:INSE), an energy consultancy that helps companies with energy procurement."

[rivaldo] 17/11/2020 09:21

...and up nicely again today on essentially no trades. I assume there's healthy background buying interest and not a lot of stock around.

[rivaldo] 16/11/2020 10:30

The price has moved up following a 500,000 share trade at 13p, so I assume that was a buy.

[ge0fft] 14/11/2020 19:30

https://www.linkedin.com/posts/business-energy-claims_bionic-mis-sold-energy-contracts-to-care-activity-6732698240514301952-OAEhEven the very largest energy consultants will be caught up in this

[masurenguy] 12/11/2020 10:52

Yes - about time the shareprice regenerated after drifting down by 30% over the past 10 weeks. :0)

[rivaldo] 12/11/2020 10:28

Surging :o))

[rivaldo] 11/11/2020 14:33

Ticking up again, with buying at the full 13p offer now. Hopefully Gresham House are continuing to buy.

[rivaldo] 11/11/2020 08:40

RNS - Gresham House have increased to 19.8%, or 190.2m shares.

That means they've bought another 8.5m shares in the last week since their last disclosure:



The share price rise over the last couple of days is hopefully an indication that any overhang has been or is almost cleared.

[1gw] 11/11/2020 08:13

Not a huge bounce here on the vaccine news, compared to what's happening elsewhere. So perhaps there's still an overhang.

[1gw] 06/11/2020 18:25

More big trades going through today.

I added some.

[1gw] 04/11/2020 09:45

And Gresham House bought most of them it would appear.

The question now perhaps is are we down again on further company-specific selling, or general risk-off in relation to those companies judged to be at risk from a further extended shut-down of economic activity?

[masurenguy] 30/10/2020 11:59

Seller was Cannacord Genuity who have reduced their holding by 49m shares from their pre-July placing position. Their disposal, together with the 14% dilution from the July placing, looks to be the remain cause of the shareprice weakness over the past two months.

[masurenguy] 28/10/2020 15:42

Well 42m shares were sold in three tranches between 14.38 and 14.49 and that accounts for 5% of the shares in issue. Only four institutions were holding over 40m shares prior to today - Miton Asset Management, Canaccord Genuity Wealth, FIL Investment Advisors (UK) and Slater Investments - so one of them has unloaded. Since the price did not fall one might assume that there was a pre-arranged buyer at 10% below the current offer. This will trigger an RNS over the next couple of days so we should soon know who has unloaded and who has picked them up.

[robow] 28/10/2020 14:43

but it hasn't moved the price

[sphere25] 28/10/2020 14:42

That's a whopper of 37.5m just gone through.

Is that Premier Miton lobbing more - they had 91.7m at last count and have been selling down numerous holdings causing big overhangs and seemingly depressing valuations.

[diesel] 18/10/2020 21:05

Wrong thread...

[davebowler] 18/10/2020 15:58

htTPs://www.thisismoney.co.uk/money/investing/article-8850321/MIDAS-SHARE-TIPS-Help-save-babies-Inspiration.html

[rivaldo] 16/10/2020 12:03

Cheers Tomps2, good to see INSE attracting some attention. Also nice to see the forecasts which are difficult to get hold of:

this year nearly ended : 1p EPS
2021 : 1.3p EPS
2022 : 1.4p EPS

I'd imagine there will be more acquisition activity soon to move those forecasts up.

[tomps2] 16/10/2020 11:08

INSE a David Thornton pick in yesterday's live piword interview (1-2PM). Hear what he had to say at 35m08s:

video:

podcast:

Next week on piworld, Thursday 22.10.20, 1pm, we have a Superstar interview with one of the two most popular interview guests, Andy Brough, Schroders, Head of UK & EU mid and small cap team, & Richard Leonard, from a Family Office. Register here:

[masurenguy] 09/10/2020 16:00

Shareprice has drifted down by 10% over the past 4 weeks, since the interims were announced, on average daily trading volumes.

[rivaldo] 15/9/2020 10:05

Excellent H1 results presentation lasting 40 minutes here:



Highlights for me:

- guiding to a base case 1.3p EPS for next year, which is based on conservative/prident assumptions. If that's the worst case then that's good news
- there could be 3-5 acquisitions in this H2. this would move INSE to a 20% share in the Assurance space (from 13%), making INSE easily the dominant player
- the ESG opportunity is getting bigger and is now, with the Sustainable Finance Disclosure rules coming into force next March
- Ignite has won its first new major customer, and second cross-sell has gone into trial stages
- the LSI acquisiton in August, which wasn't RNS'd, was for nil consideration (there may be contingent consideration) could produce £2.5m revenues and £750k EBITDA in 2021. This looks a terrific deal
- INSE look after 2,800 UK businesses. This should increase to 3,800 - all of whom have ESG potential

[masurenguy] 12/9/2020 10:01

Inspired Energy to continue to deliver 'double digit organic growth engine'