Inspired Share Discussion Threads

[rivaldo] 08/6/2017 09:38

INSE are forecast to make 1.45p EPS this year and 1.64p EPS next year.

That's a P/E of 10.9 falling to just 9.6.

The divi yield is now above 3%.

Bonkers :o))

[fizzypop] 07/6/2017 15:30

Ex-div tomorrow.
Also nibbled 10k @ 16p.

[wanttowin] 05/6/2017 16:22

Nibbled another 10k @ 16p, good opportunity imo.

[nurdin] 02/6/2017 13:53

It is a bull market for small caps right now!

[igoe104] 02/6/2017 13:49

I wouldn't say that, INSE is still having a decent year.

its that time of year, where stocks can drip down a little, on small volumes.

Its the bigger picture that matters.

[nurdin] 02/6/2017 13:44

INSPE remains unloved for some reason...

[pj 1] 25/5/2017 14:19

If anyone does have any specific points to raise then let me know in advance and I shall do my best...!!

[rivaldo] 25/5/2017 14:08

Good to see a 25k buy at 17.95p cause a tick up.

Nice one PJ1, always glad to see investors being proactive.

[cheshire man] 25/5/2017 10:16

Looking forward to your feedback PJ1 :-)

[pj 1] 25/5/2017 10:00

AGM on the 20th June 10;00 Manchester. I shall be attending all being well.

[cheshire man] 24/5/2017 15:19

Indeed rivaldo :-)

[rivaldo] 24/5/2017 15:10

Perhaps because INSE is extremely cheap?!

Panmure's latest forecasts are 1.5p EPS this year and 1.7p EPS next year (with 0.5p and 0.6p dividends respectively).

That's not far off a single-digit P/E for next year.

Plus the water industry deregulation rules have just come into force. I note that Utilitywise are already blowing their own trumpet on this, noting that "In the month following water deregulation on April 1, Utilitywise received more than 50,000 business engagements regarding water supply".

As usual (by comparison), INSE are simply quietly getting on with business. But if they receive a similar level of new business then shareholders should be in for a treat.

[runthejoules] 23/5/2017 13:53

Inse wincey spider climbs up the electricity spout - but why, any ideas? Just in anticipation of the Divi?

[1gw] 23/5/2017 13:50

I've taken advantage of today's little spike to rebalance a bit and take some INSE off the table. Still my 2nd biggest holding though.

[1gw] 23/5/2017 12:10

Major shareholders.

Just catching up with the annual report on the INSE site, which apparently was published on 28th April, but without rns.

The main new information in terms of major shareholders appears to me to be the appearance of River & Mercantile in the list with 17m shares (3.5%).

The list of institutional and major director shareholders (as of 14th Feb I think, except for the removal of Simon Clayton who sold out on 24th Feb) now reads as:

15.90% Janet & Matthew Thornton [directors]
11.66% Living Bridge EP LLP
10.29% Miton Asset Management
8.09% Hargreave Hale, stockbrokers
6.30% Regent Gas Holdings Limited
5.80% Slater Investments
3.53% River & Mercantile Asset Management
3.13% Business Growth Fund
2.29% Praetura Ventures LLP [owned by 2 directors]

This reads pretty well to me. Decent (but no longer overpowering) insider interest and a good base of institutions. Note that Simon Clayton still held nearly 6% as of the date of this list, but then sold out on 24th Feb, so those shares must have gone somewhere, and maybe to 1 or more of the institutions on the list.

[rivaldo] 23/5/2017 10:21

Ticking up, and looking good online - you can only buy a maximum 100k at 17.75p, whilst you can sell 250k at 17.29p.

[pj 1] 22/5/2017 18:54

LOL, we should be used to ''a consolidating share price'' by now!

[nurdin] 22/5/2017 17:37

I think they should switch to selling musical instruments on line :o))

[wanttowin] 17/5/2017 18:33

2 trades reported from yesterday (look like sells )totally 5.5 million??

[rivaldo] 16/5/2017 08:48

Looking encouraging online at present.

You can only buy a maximum 70k at the full 17.25p offer, whilst you can sell 140,000 at a premium at 16.8p.

The ex-div date is 8th June, so not long till we get our 0.32p final divi.

[buoycat] 10/5/2017 08:18

As someone who bought at 4p the divi offers a very satisfactory yield. I agree we probably won't see much price action for a while

[bateleur] 06/5/2017 09:09

Any views on why Inspired Energy isn't just another energy broker of many? Thanks.

[1gw] 03/5/2017 18:08

Yes, if you look at the recent chart I think it's difficult to be too disappointed. Breakout above 14p, quickly up to over 18p, pullback to just below 16p and now back in the 17's.

[wanttowin] 03/5/2017 17:17

I think you will need plenty more patience petewy. This one bounced along between 12p and 14p from Nov15 to Feb17, well over a year. However when it does move the action can be fast as seen recently, and hugely rewarding. A good divi whilst we wait is not to be sniffed at, all just my opinion of course.

[petewy] 03/5/2017 12:37

Buys and buys and no movement. My patience is getting exhausted.