Inspired Share Discussion Threads

[rivaldo] 17/12/2020 10:32

New consensus forecasts from Sharecast are 0.73p for the year about to finish, and 1.2p EPS for the year starting January 1st.

With 0.3p and 0.4p dividends respectively.

A P/E of 11.4 is decent value for a business which should recover pretty quickly from the pandemic, is likely to make earnings-enhancing acquisitions soon and reaps an all-round benefit from the ever more important green agenda.

Plus the optimisation division has very large upside once the sticky customer base accelerates its uptake via cross-selling.

[ge0fft] 13/12/2020 21:21

They're missing the numbers by a country mile! No mixed bag here!

[1gw] 11/12/2020 09:26

I've sold some on a safety-first basis. Seems to be good demand for the shares at this price though, so I guess an institution is happy to pick them up. Getting rid of SME may well be a good thing anyway (at the very least removing some of GeoffT's concerns perhaps) but I can't help feeling 2021 guidance may be at risk of downgrade if lockdown restrictions and brexit chaos persist through the early months of next year. On the other hand, that may well present opportunities for acquisitions of further "distressed" businesses which should position the company well for the recovery.

[masurenguy] 11/12/2020 07:31

Hmm..........the SME division constitutes only 7% of total revenue!

"continuing operations of the Corporate Division remains robust and ahead of management expectations for the full year, despite the disruption in Q4. The average energy consumption reduction by customers for the April to December period is expected to be c.18%, well ahead of the 25% reduction modelled in the Board's COVID downside case.

short term disruption within Optimisation Services, the Board now expects the Corporate division and consequently the Group's continuing operations to also report FY2020 underlying EBITDA approximately c.GBP1.2m below current expectations. Given the impact to Optimisation Services revenues are primarily deferrals in project delivery, the Board reiterates FY2021 EBITDA guidance for the Group (being the continuing operations, adjusted for the divested SME Division)."

Bit of a mixed bag - looks like some short term pain on the road to longer term gain !

[rivaldo] 11/12/2020 07:18

The good news...

- 2021 guidance for 1.31p EPS reiterated
- the non-core small business division sold for up to £10.5m

The bad news is that 2020 underlying EBITDA will be significantly below expectations, wholly due to the lockdowns. Hardly unexpected.

Given the deferral of this year's Optimisation income to 2021, and the general recovery from the New Year given the reduction in lockdowns, prospects for next year look OK, but I'm sure the MMs will mark the share price well down from the off.

[1gw] 11/12/2020 07:13

Oh dear. Never good to get a profit warning. Still, prompt action taken with the buyout.

[rivaldo] 01/12/2020 12:07

Another new article by INSE, about the green revolution and how to achieve "net zero":

[1gw] 26/11/2020 10:26

Given the size of the bounce I've taken the profit on the ones I bought earlier this month.

[masurenguy] 24/11/2020 10:07

Currently on a 2021 PER of only 11 - should probably be more like 15 or 16, which would indicate a reasonable current shareprice target of circa 20p/21p !

[rivaldo] 24/11/2020 09:31

Good to see less than £30k of buys cause a 0.4p tick up today. Likely not much stock around.

[energeticbacker] 23/11/2020 16:08

Inspired Energy receives Green Economy Mark although Investor's Champion is a little puzzled why this business can’t make a better return, although there has been plenty of acquisition activity to confuse.

[rivaldo] 23/11/2020 10:02

For the record, I note that the consensus forecast for the year about to end is 1p EPS, with a 0.3p dividend.

This rises to 1.31p EPS and a 0.4p dividend for the coming year.

[1gw] 23/11/2020 07:50

Can't do any harm.

[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?