Inspired Share Discussion Threads

[fizzypop] 22/8/2017 07:17

Great results which should put a rocket under the share price.

[rivaldo] 22/8/2017 07:16

Excellent H1 results today - it's not often a CEO says this was "a fantastic period of growth for the Group: financially, operationally and strategically":



- the order book is up 60% and looks great for some years going forward
- acquisitions are bedding in successfully (two in H1 and the biggie subsequently)
- the outlook is very bullish
- "strong cash generation"
- further acquisitions on the cards

Once again INSE have delivered as expected.

[1gw] 21/8/2017 16:05

An underwhelming day's trading ahead of results.

[1gw] 20/8/2017 15:25

INSE site list needs updating for the recent placings. The Thorntons are down to just under 7% each now and all those who didn't participate in the placings will see a bit of dilution.

Also, Living Bridge went up to 59m shares in June, over 12% pre-placings.

[petewy] 20/8/2017 13:03

Thanks for the Post Riv.
Anticipating Tuesdays's results.

Ref below shows major shareholders acc to FT.


Ref below shows maj sharhldrs to INSE IT site
hxxp://inspiredplc.co.uk/investors-shareholders/

Neither shows Octopus as a major shareholder. Your ref: Richard Power, who is lead manager of the FP Octopus UK Micro Cap Growth fund, ...stocks he has recently bought

Nor does the FT show Living Bridge as a major shrhlder (56,191,341 11.45%)

I avoid investing in a company with few major investors. If Octopus employ someone full time to research then take advantage...

[rivaldo] 18/8/2017 10:52

The manager of the FP Octopus UK Micro Cap Growth fund believes INSE is a "hidden gem".

If extrapolating from his suggested £20m+ PBT INSE makes say £17m PAT in the future, that would suggest a £238m m/cap on his P/E of 14 - more than double the current m/cap:



"Inspired Energy

First up is Inspired Energy, which was founded at the turn of the millennium and floated onto the Alternative Investment Market (AIM) market in 2011. It provides consultancy for commercial and industrial clients who are looking to reduce energy costs and usage.

Since its IPO, the stock has outperformed its FTSE AIM All-Share index by almost eight time with gains of 457.03 per cent.

"Inspired Energy did a placing in June this year of 14.5p to raise money to acquire a competitor in Ireland," Power explained.

"We started investing in this company in our EIS [Enterprise Investment Scheme] portfolios about seven years ago when the company was making a profit of £1m. Today it's making profit of £10m and, with this Irish acquisition, that will jump to £14m so it will be very earnings-enhancing for them.

"With a £75m market cap it's just under the radar of the bigger small-cap investors so, on the back of this acquisition they've completed and some share price appreciation following the acquisition, we expect it to appear on the radar screen and re-rate to nearer 12x or 14x earnings.

"We think you will see this company continue to make acquisitions and to do well. We think it will make profits north of £20m over the next few years."

[rivaldo] 17/8/2017 12:16

:o)) You've sussed me....it is indeed in the blood. It's great to make money from something so enjoyable, interesting and exciting and which gets the adrenalin going so regularly - basically gambling with a decent chance of winning!

Given wi-fi these days, unless we're on tour somewhere or there's a big time difference I generally look at RNS's in the portfolio early in the morning (whilst the family are still asleep since I always wake up before them), check the prices once at midday and once after the close. Sad or what? But I'm proud to say I haven't placed a single trade on hols for at least 3-4 years!

[igoe104] 17/8/2017 11:26

I`m not sure I believe you rivaldo, I can see you walking around, on the beach/ chilling around the pool, thinking about shares all day, its in your blood .

also checking your mobile every couple of hours.

ps that's what I do anyway, don't tell the wife.

[rivaldo] 17/8/2017 11:00

He has been on hols, and now he's back :o)) The portfolio's performed terrifically whilst I've been away, but I'd still rather be on hols....

Nice and stable here at these new highs. Foreecasts are at 1.55p EPS this year rising to 1.81p EPS next year (with 0.5p and 0.6p dividends).

That's a P/E of 13.1 falling to just 11.2 - and a PEG of only 0.77. So still pretty cheap imo.

[igoe104] 14/8/2017 16:35

He must be on his hols ?

[pj 1] 14/8/2017 09:41

A very nice start to the week. rivaldo will be pleased when he logs on!!

[runthejoules] 11/8/2017 17:32

'Inspired Energy (AIM: INSE), a leading UK energy procurement consultant to UK and Irish corporates and SMEs, announces in accordance with AIM Rule 17 and Schedule Two (g) sub-paragraph (v) of the AIM Rules for Companies, that it has been informed by Michael Fletcher, Non-Executive Chairman of the Company, that Fairpoint Group Plc, of which Michael Fletcher is a Non-Executive Director, entered into administration on 10 August 2017.' No reason to be worried, I presume?

[petewy] 09/8/2017 16:15

Tuesday 22 August 2017. results

[wanttowin] 09/8/2017 09:31

Less than 2 weeks to results, I suspect they will make good reading.

[1gw] 09/8/2017 08:46

Nice start to the day.

[wanttowin] 08/8/2017 18:33

Go on you beauty !

[rivaldo] 08/8/2017 14:19

New highs - and buying at 20p now.

[petewy] 07/8/2017 15:34

Seems to have bottomed at a good solid 18.75 p

[rivaldo] 03/8/2017 14:04

Looking ridiculously good online.

I can currently buy a maximum of just 100 shares at 19.5p, whilst I can sell 200,000 at 19.03p.

[wanttowin] 01/8/2017 17:33

Hi Shanklin, still a nice lump so good luck,and not to late here I think. My feeling is a breakout above 20p is well imminent,keeps testing the high and one more piece of news could do the trick.All in my humble opinion.

[shanklin] 01/8/2017 15:39

wanttowin,

I am not sure you should take too much note of my purchase. I should have been buying a month ago just after the placing was announced.

[wanttowin] 01/8/2017 12:53

100k buy at nigh 19.5p bodes well.

[petewy] 01/8/2017 09:13

Yes Riv Their BB is depressing I left a note
"I used to be in UTW but left for INSE which is a steady gainer and kosher."

[rivaldo] 31/7/2017 09:20

Amazing to see UTW's m/cap now at just £29m. Their name must be mud in the sector, and with nervousness about their covenants and financial health this is a golden opportunity for INSE to pick up even more business.

[owenski] 31/7/2017 08:47

Accounting policies here at INSE were always more honest that at UTW.
JT runs a good business.