Inspired Share Discussion Threads

[bollers] 01/2/2022 10:02

Thanks for sharing the Shore Capital info. There was a little flurry of chunky sells after that t/statement and now 2 X 370K trades this morning. With a lot of corporate buying and selling of this stock I do wonder whether efforts are being made to keep the price stable.

[rivaldo] 31/1/2022 13:40

Shore Capital have retained their 1.45p EPS forecast for this year, along with a 0.3p dividend.

At 18.75p that's a P/E of only 12.9.

Shore note that "we are confident on the direction of travel". I suspect that after the recent rise there's probably been a bit of profit-taking, given that there are no obvious catalysts to propel the price forward and a couple of small wrinkles in the narrative today.

With confidence in improved trading from Q4 continuing and going forward for some years to come, plus sizeable institutional buying lately, hopefully the upward trend will resume soon.

Shore conclude today:

"Valuation

Recent acquisitions (Businesswise and General Energy Management) are integrating to plan and with market conditions normalising, even with energy price volatility continuing (a stimulus to Optimisation), we note a positive outlook with a return to strong profit growth. With solid ESG investor credentials and regulatory tailwinds, Inspired is trading on a FY22F PER of 13.1x (EV/EBITDA 9.8x), offering a progressive dividend yield of 1.4% from rising free cash flows."

[bollers] 31/1/2022 11:49

I thought the update was pretty good too. Wonder why the fall?
Especially with the wider AIM market recovered a bit today.

[rivaldo] 31/1/2022 07:40

An encouraging trading update today.

Great to see revenues above expectations and EBITDA in line, so we can expect around 1.3p historic EPS with 1.5p EPS forecast this year.

All divisions performed reasonably well, particularly Energy Optimisation. The new ESG Services division is very promising and has already delivered £1m revenues. There's a wrinkle as regards increasing energy prices delaying some customers' decision-making, but this is just timing more than anything.

Happy to hold here as the core business continues to recover from Covid impacts and the new Software and ESG divisions start to mature.

[rivaldo] 27/1/2022 12:18

Nice to see a little mention for INSE as a holding in the highly rated Gresham House UK Multi Cap Income Fund - "the number one performing fund over the three years to the end of June this year of all the funds in the Investment Association’s UK equity income sector":

[1gw] 20/1/2022 15:51

I've just sold some at 19.5, so strong demand it would appear. I didn't really want to sell them, but I'm struggling to find better ways of raising funds to invest elsewhere and this is having a good run.

[rivaldo] 19/1/2022 15:51

Almost 68,000 shares bought at the full 19.5p offer price this morning and another decent move up. Impressively consistent price rises here - let's hope that the full year trading statement reflects them!

[diesel] 13/1/2022 18:48

Thanks for the link Riv, I also notice Sureserve is mentioned under the aim tips, another promising one for this year.

[rogers8] 13/1/2022 14:46

Many thanks. This could another PTSG. Last year I had lunch with the CEO of PTSG. Great growth story. Hope Inspired can be the next PTSG.

[rivaldo] 13/1/2022 14:34

And HNY to you Rogers8. Found it :o))

[rogers8] 13/1/2022 12:45

Happy New Year rivaldo. Where can I find Peel Hunt's 35 small caps to own piece?

[rivaldo] 13/1/2022 11:32

Peel Hunt have named INSE as one of their 35 small cap stocks to own in 2022. Let's hope they're right!

[rivaldo] 07/1/2022 13:34

Interesting rise into the year end trading update, which last year was on 29th January.

[rivaldo] 17/12/2021 10:38

RNS - Gresham House have bought over another 12m shares.

They now own a whopping 21.28%, with 207.46m shares - up from 195.45m per their last disclosure in October.....

[rivaldo] 09/12/2021 12:36

3.56m shares just reported traded at 16p. Share price performance is dull to say the least, but there are often very high volumes going back and forth.

[rivaldo] 30/11/2021 13:26

INSE had a £250,000 investment in Switchd as per the last finals (see Note 12).

Yesterday Switchd raised another £1.2m+, led by Turquoise and Nationwide Building Society, and Inspired Energy has invested further in this round:



"Switchd offers energy supply switching services, including green tariffs, as well as MakeMyHouseGreen, a data-driven platform that allows homeowners to source and install domestic renewable energy generation, such as solar panels and heat pumps, and energy saving products."

"Llewellyn Kinch, co-founder of Switchd, adds: “We are delighted to welcome LCIF2 as an investor in this funding round which will enable us to rollout our MakeMyHouseGreen product to a much larger number of customers.”

[1gw] 25/11/2021 12:58

Is it just me or was that IMC presentation hard work to listen to?

[rivaldo] 24/11/2021 11:21

News - INSE launch a tool to enable data centres and barns to cut power usage.

Interesting to see that INSE already work with over 130 data centres, and that INSE are rated "the UK’s number one advisor in its sector":



"Inspired to cut power usage in data server barns
November 23, 2021

Believed to be guzzling as much as 2% of the entire planet’s electricity now – and already at 11% in Ireland, – data centres and server barns have an unenviable reputation as power hogs, satiating consumers’ limitless desire to stream video, social media feeds and avoidable selfies.

Now Lancashire-based consultancy Inspired Energy has stepped up to the green plate, launching a tool to help managers of twinkling rackfulls of boxed bits and bytes track their power usage and trim their operation’s carbon footprint.

Inspired Energy’s PUE Calculator is an online helpmeet, designed to measure centres’ power usage effectiveness. Among other metrics, it calculates operators’ ratio of IT load to total facility load....

.....James Miles, Inspired Energy’s head of specialist accounts said: “Working in partnership with over 130 data centre sites has given us a unique understanding of the specific efficiency challenges which they face.

“The development of our PUE Calculator comes from us wanting to find a simple, effective way for energy managers to take their current PUE and look at the potential energy efficiency savings”.

“Only through understanding energy usage and the potential for efficiency, can we put in place plans to …really make a difference to our businesses and our planet.”

Besides software development for the data centre sector, Inspired Energy helps centres in buying with 100% renewable energy, and advising on management of carbon and utility supplies.

In a recent Cornwall Insight report, analysts Cornwall rated the firm as the UK’s number one advisor in its sector."

[rivaldo] 23/11/2021 14:53

News - INSE have partnered with Make UK to launch "the first roadmap to net zero for the manufacturing sector":



"Britain’s manufacturers come together to launch the sector’s first Net Zero Roadmap

Published: 22 November, 2021

Make UK’s manufacturing members, in partnership with Inspired Energy, are releasing today the first roadmap to net zero for the manufacturing sector. The roadmap, which was developed in consultation with some of the major manufacturing sub-sectors, provides a clear direction and major milestones towards the long term 2050 goal. It aims to encourage companies to take those first successful steps towards reducing their carbon footprint.....

.....This simple blueprint released today also outlines how companies will contribute to the establishment of the four low-carbon industrial clusters by 2030, and the decarbonisation of mini-clusters at dispersed sites. The step-by-step plan reflects the targets set to date by the Government and by other industry sub-sectors, planting the major milestones in the ground to ensure businesses stay on track and pick up the pace required for the complex journey to the decarbonisation of factory production processes and energy consumption....

....Andrew Stubbs, director: Compliance & Reporting Services, Inspired Energy said:

“The UK’s goal of reaching Net Zero emissions by 2050 is a massive undertaking, and manufacturing is a key area where transformation can happen. We are delighted to partner with Make UK on their journey to help the manufacturing sector decarbonise and play its role in the UK reaching its target.”

[rivaldo] 16/11/2021 07:13

Good to see INSE arranging an Investor Meet presentation for all investors on Nov 25th:

[rivaldo] 11/11/2021 11:29

Shore Capital have today issued a 20 page note on "10 small cap winners from decarbonisation".

INSE is one of the stocks picked (alongside SUR, which I also hold).

Shore Capital forecast 1.3p EPS this year, rising to 1.5p EPS next year - with 0.3p dividends. They conclude:

"Valuation. Whilst our forecast stance is currently set on a very conservative basis, reflecting the continuing recovery of the business from the pandemic and current energy price concerns, we see strong potential for upgrades in due course driven by a return to secular growth trends leveraged by the new business opportunities alluded to above. We believe that a FY22F PER of 11.4x (EV/EBITDA 8.4x) offers an attractive entry point with this potential. House Stock."

[rivaldo] 05/11/2021 12:20

"Businesses urged to look at net zero
3 Nov 2021

A director at Inspired Energy, a Lancashire-based energy procurement and management business, has urged all businesses to look at net zero and increasing their sustainability.

Ben Rouncefield-Swales, director of Optimisation Services at the firm, said that while it can it can seem "daunting", net zero and sustainability can be a "positive" for organisations, their industry and the UK and the world.

He said that the suggested scale of funding from the Net Zero Strategy will "undoubtedly" create opportunities for businesses to develop new products, services and offerings that will help customers and the country reduce emissions....

....He said the best way to set a net zero goal is to follow a data-driven approach, while he said the first step any organisation should take is to gather and analyse their data to gain insight into their carbon emissions.

He added: "It's only with this insight that you can make fully informed decisions on which goals to set and what action you can take to reach net zero. Once you’ve clarified your carbon footprint, set your targets, develop a plan to achieve them and regularly measure your progress.

etc"

[rivaldo] 03/11/2021 13:19

At COP26 today it's been announced that major UK companies will "be forced to show how they intend to hit climate change targets" and move to net zero:



There should be lots of work resulting from this for the likes of INSE. Just take a look at some of the recent news flow on their blog:

Dated today: "Financing your journey to net zero"



Also dated today: "Funding solutions to support your net zero journey"



29th October: "5 sustainability pledges your business could make ahead of COP26"



20th October: "Net Zero Strategy and Heat and Buildings Strategy – they’re here!"



That's just some of them.....

[rivaldo] 19/10/2021 11:32

Two large 1.7m share trades at 16.57p this morning - followed subsequently by a nice move up.

Maybe more trades atill to be reported, or perhaps clearance of an overhang, who can say.

[masurenguy] 18/10/2021 15:27

Someone bought 200,000 @16.75p this afternoon.