Inspired Share Discussion Threads

[melody9999] 22/5/2023 09:36

IGNITE - Goodness - the 4 Higgins received £11M from the deal, they have £19M possible from the existing deal.....and now it seems they will earn possibly £9.25M more.

How much money do these people need?

In addition they are being paid partly in shares.

If they were like the rest of us, they would be happy with the share price appreciation as that would increase their wealth...and provide the incentive that they seemingly need.

When you have that much mnoney, are you really hungry to work harder just because even more money is available?

I don't think this a good deal for anyone. For me it brings into question the decision making of Mark and the INSE board.

[1gw] 22/5/2023 07:35

That's an encouraging rns.

[rivaldo] 10/5/2023 22:30

Nice 250,000 share buy at the full 12.5p offer reported after the close, coming after a 300,000 buy also at 12.5p just before the close.

[1224saj] 10/5/2023 15:58

This is going north of 0.18. Weak holders will start to dump at 0.14 the 52 week high

[1224saj] 10/5/2023 11:56

Selling 200000 at 0.1189, this is going higher, big buy order waiting to be filled

[1gw] 09/5/2023 14:29

Looks like MI Chelverton have sold 9.5m then, comparing this holdings notice with the 57m holding (as of February) shown on the site.

[diesel] 09/5/2023 11:35

And more large trades!

[rivaldo] 05/5/2023 13:39

Good to see another tick up on large volumes again - bodes well.

[diesel] 05/5/2023 12:18

Yup, big trades going through again…

[1224saj] 05/5/2023 12:12

Wow, somebody's hungry for stock this morning. I offered to sell yesterday 200000 and got offered 0.1135

[1224saj] 04/5/2023 12:17

This should have pe north of 12 which would give us 18p fair value per share

[rivaldo] 04/5/2023 12:12

Continuing to rise - but at 11,25p still on a P/E of just 8.2 given the forecast 1.37p EPS this year.

[diesel] 02/5/2023 13:44

Spotted that Riv. Been watching this one carefully for a little while now, price recovery seems well under way now.

[rivaldo] 02/5/2023 12:21

5.5m shares in two trades at 10.5p just reported late from Friday - so presumably buys and hopefully clearing an overhang given the tick up now.

[diesel] 27/4/2023 15:13

Thanks Riv. interesting stuff!

[rivaldo] 27/4/2023 15:00

Ken Wooton (fund manager at Strategic Equity Capital (SEC)) has been a big fan of INSE and SEC is a large holder. He's had a big win this week with the takeover of MGP, which was his second biggest holding - hopefully he'll now buy some more INSE!

[diesel] 27/4/2023 11:48

500k + traded so far today, all look like buys, either there is a big seller in the background or we will surely see some significant upward movement.

[rivaldo] 19/4/2023 14:37

New video out today from Liberum's analyst - hopefully non Research Tree subscribers can view this.

Liberum have INSE on a P/E of only 8, and have a sum of the parts 20p fair value and a DCF/WACC from which they derive a 35p valuation:

[1224saj] 15/4/2023 10:44

I bought a couple of times on Friday, shows red as a sell, very misleading. Any ideas from anyone?

[rivaldo] 06/4/2023 13:36

In the new Shares Magazine out today, Ken Wotton, manager of Strategic Equity Capital, highlights INSE in an article about "how he chooses which stocks to invest
in and how he continually reviews his portfolio to ensure it is suited to market conditions":

"Inspired (INSE:AIM) is a good example of the way in which we have sought to exploit the increased dislocation between share prices and business fundamentals.

We invested in Inspired, which provides energy advisory and sustainability services to more than 2,900 UK businesses, having identified the opportunity through our investment platform.

The business case is clearly attractive. Inspired helps its clients rise to the growing imperative to operate more sustainably – requirements that will only become more demanding – but also to manage their energy consumption more efficiently.
This is crucial to clients given the elevated levels of energy prices. It also provides Inspired with counter-cyclical qualities – businesses will be especially focused on cost reduction during a difficult period of trading.

Importantly, Inspired has secured a high-quality management team that has extensive experience of building and exiting from businesses in this sector. It also has an attractive financial profile – its model features high margins, low capital intensity, and growing revenue and profits; it also cash-generative with an attractive and growing dividend per share

Looking forward, there is every prospect of active consolidation in the marketplace, providing Inspired with an opportunity to grow through acquisition,
as well as the potential to attract trade or private equity buyers.

In the meantime, the company’s valuation provides a generous margin of safety; its shares trade at a significant discount to those of its peers, and to recent M&A transaction multiples in the sector – as well as to the company’s own historical rating. Our investment in Inspired is a good example of how the platform and capabilities we have developed to conduct such thorough risk management reviews of existing holdings can also be leveraged to deploy further capital into existing
investments."

[1224saj] 30/3/2023 16:23

Post investors presentation 700000 shares dumped :-(

[rivaldo] 30/3/2023 11:14

New interview with the CEO, who's sounding full of optimism as regards how the energy crisis etc will benefit INSE:

[rivaldo] 30/3/2023 11:02

A reminder - there's an Investor Meet presentation today at 1.00.