Inspired Share Discussion Threads

[pj 1] 26/10/2017 11:27

It's tempting to add but I've decided to hold off to make sure JT isn't going to off load any.

[1gw] 26/10/2017 11:06

Yes, I quite like the look of the chart. But also, I hope the selloff post-Janet has now run its course, with volume appearing to dry up a bit.

So I've added again (3 purchases today) to bring INSE back in to the top 5 in my portfolio.

[brucie5] 26/10/2017 10:54

If you're a fan then this is exactly the place to buy, if not, not. Last two up/down swings have both touched down on the 200sma with gains of 40 & 60% respectively. This assumes of course, business as usual. I hold.

[1gw] 26/10/2017 10:47

Well it's drifted down far enough for me to buy some more there.

[igoe104] 26/10/2017 09:48

this is looking painful at the moment, I wonder how much drift we have to put up with until it settles down ?

[pj 1] 25/10/2017 09:20

Somewhat O/T but I notice UTW are now using VOX Markets for ''PR''. Usually (but not always) that means a hope of the Pump and Dump crew grabbing a hold to ramp it higher, followed by a Placing.

Watch that space I guess

[melody9999] 23/10/2017 08:28

chart wise now on previous resistance at 18p ... given the growth and low PE, time for a top up me thinks.

[wanttowin] 19/10/2017 11:54

strange just done a couple of dummy trades 18.37 to sell, yet only 18.39 to buy..
Certainly the smallest margin ever, can we read anything into this ?

[rivaldo] 12/10/2017 12:16

Peel Hunt have reiterated their Buy and 25p target, and Panmure Gordon similarly with their Buy and 23p target. The latter conclude as follows (with the P/E's based on a higher 19.3p share price):

"Valuation: after a strong run, the shares of both INSE and UTW have come off this
month, leaving INSE with 19% upside to our fair value level. The shares currently
trade on an undemanding PE of only 10.7x (Dec’18) falling to 9.6x (Dec’19) for 20%+
expected top line growth on 35%+ margins. We expect upgrades to consensus
earnings forecast in due course, and remind investors that the recent move into the
large and ripe Irish market affords the possibility for incremental good news on new business. Buy."

[yump] 12/10/2017 09:58

By the sound of it, the result of an energy cap will just be to generate a load more jobs for pen-pushers.

[johnv] 12/10/2017 09:08

Talk of energy cap in the news today.

[yump] 11/10/2017 14:18

Although its sudden, there is a point anyway where the founder entrepreneur would likely take a back seat, as its unusual to find 'corporate' characteristics in an entrepreneur, although it looks like she did have that combination.

The other board movement looks like it might have been on the cards already - to have 3 of each type of director.

Its not necessarily a demotion to step down from the board either, because not all directors have to, or want to sit on the board and the types of board decision change as companies grow.

[melody9999] 11/10/2017 14:18

Looks like a 'sell the rumour' and 'buy the news' in this case. Cannot believe that insiders were not aware of this .....chances are those same insiders will now buy back in.

As for me, I'm just an outsider who has held since it seems like the year dot (well 5p share price anyway). Sad that Janet has needed to leave but as they say 'she leaves the business in rude health'.

[xajorkith] 11/10/2017 11:52

Sad to see Janet leave & wish her all the best, whatever the reasons behind it.

Whilst her influence cannot be denied, she leaves behind a quality 100m+ company with strong growth going forward & a rating that imv significantly under-prices this.

Time will tell of course but the turnaround from this morning suggests others agree.

[owenski] 11/10/2017 11:47

Market not overly bothered then.

[nurdin] 11/10/2017 11:09

I quite agree.Thinking of adding myself...although I have plenty.

[rivaldo] 11/10/2017 11:06

Hope no-one here got suckered into selling at 17.55p or thereabouts. Nice recovery - looks like the value and prospects here are to the fore.

[wanttowin] 11/10/2017 09:50

Sorry to see Janet go and I too hope she is well, but this final statement is good for me 'the strong performance in the first half of 2017 has continued with the group trading inline with the board's expectations"

[funkmasterp12] 11/10/2017 09:39

Yes, I too hope Janet is okay. I do feel though if it was medical we would have been told, most companies (good ones!) are fairly explicit about this and I would put INSE in that category for sure.

I think INSE needs to now reassure investors of life after Janet. Matthew is still presumably involved but Janet was the lifeblood of the business. There's no doubt the business can continue on well, but I would suggest this may create some uncertainty.

All IMO obviously.

[miti 1000] 11/10/2017 09:34

Sell off not bad at all. Dumped mine nevertheless.

[owenski] 11/10/2017 09:23

Indeed, I was making light of it.

It's a bit of a shocker as I rate J.T. highly as an entreprenuer and think she is the brains and driving force behind INSE, hopefully the business is at a stage where it's not dependant on one person, but it's a worrying announcement nonetheless.

[1gw] 11/10/2017 09:12

owenski - I was trying hard not to imply anything specific. Just commenting that I find it somewhat implausible that, if it is a move unconnected to the departure of the former CEO, the first action the Chairman (or maybe the new CEO is the instigator) chooses to announce following the CEO change is the demotion of someone from the board.

[pj 1] 11/10/2017 09:02

I thought there was an exit strategy in place, but not like this !

As rivaldo pointed out I hope Janet is in good health.

[owenski] 11/10/2017 08:56

What are you implying? That the word 'linkage' might be a euphemism? ;-) lol