Inspired Share Discussion Threads

[1longshorts] 15/4/2019 09:19

This share seems so undervalued and falling it makes no sense. Or is there something the market knows??

[hjs] 11/4/2019 10:52

Win
Market always take time to recognise small companies. Give a little bit of time and we will see the share price move North in no time. Currently the share price is depressed as this sector is not favourable due to noises being made by Labour to nationalise this sector once they come into power.....

[winnings1] 11/4/2019 08:46

INSE is in my view the cheapest stock in the market. Point me to a cheaper
stock and I shall buy, buy, buy. Criteria: Profitable, Sound, Progressive
Company operating in Growth Market.

[1gw] 03/4/2019 08:21

Risk of a Corbyn government perhaps?

[melody9999] 02/4/2019 17:56

Disappointing share price What's not to like?

[rivaldo] 28/3/2019 12:12

Tipped here:



"Here, I’ll look at whether it could now be the buy of the century. And whether ambitious energy consultancy Inspired Energy (LSE: INSE), which released its annual results today, could also offer rich pickings for investors.

Growth at an attractive price Inspired supports its clients with their energy needs, including selecting the best supply contracts, validating energy invoices, meeting compliance obligations on energy and environmental reporting, and increasing effectiveness of energy consumption. In short, “optimising the value of every pound our clients spend on utilities, so that they can focus on running their businesses.”

The company today reported record revenue, with its large corporate division contributing 84% and its SME division 16%. Total revenue of £32.7m was up 24% on the prior year, helped by five strategic acquisitions. Meanwhile, pre-tax profit increased 35% and earnings per share (EPS) by 26%.

Inspired has become a leading procurement consultant to UK and Irish corporates. And in a highly fragmented market, it has considerable scope for further strong acquisitive and organic growth. I see good potential for it to become a significantly more valuable company than its current market value of £131m.

The shares opened 6% higher at 18.38p this morning, and with EPS of 1.68p, the price-to-earnings (P/E) ratio is 10.9. I reckon this is an attractive valuation, and that a 0.65p dividend (up 18%), giving a yield of 3.7%, adds to the investment appeal. As such, I rate the stock a ‘buy’."

[rivaldo] 27/3/2019 12:24

Peel Hunt reiterate their Buy and 25p target:

[winnings1] 27/3/2019 11:40

I can expres my view on the Results in three words: Excellent, Excellent, Excellent.

[ygor705] 27/3/2019 08:33

Me to wanttowin at 18.4p. Numbers and prospects look good here but the chart has been rudderless for the past year. Hopefully, once the BREXIT fiasco is finished and the political class have buried themselves in their own hole, we can re-establish the longer term trend line that has broken down for no particularly good reason. Looks ok to me but patience may be required. Well covered 3.5% dividend while we wait!

[wanttowin] 27/3/2019 08:14

Added just a few @18.45

[rivaldo] 27/3/2019 07:43

Agreed. 1.61p EPS is slightly ahead of forecasts of 1.57p EPS.

As is the 0.65p dividend (against 0.6p forecast).

And with such a strong increase in the order books it's no wonder the outlook statement is so confident:

"Following an excellent 2018, we have had an encouraging start to 2019 and I am confident that the team will deliver another year of significant growth."

[1gw] 27/3/2019 07:18

Looks good. Net debt has gone up as a result of acquisition payments and there's an investment programme to come, but cash generation is strong. Very good year-on-year metrics, a meaningful dividend and a good outlook statement.

[wanttowin] 27/3/2019 07:13

Superb set of results, back to 20p soon surely.

[rivaldo] 26/3/2019 10:00

Results tomorrow.....

[rivaldo] 19/3/2019 08:29

Activity has picked up a tad this week prior to results, which are on 27th March so only eight days to go. Consensus is 1.57p EPS, with a 0.6p dividend.

Forecasts for this year are 1.8p EPS, with a 0.7p dividend.

[rivaldo] 11/3/2019 12:23

:o))

I think the first two sentences are the important ones. Whatever, it's great to see the likes of Gervais Williams being confident about INSE.

[diesel] 11/3/2019 09:22

Riv, can't argue with that, but surely that applies to virtually every company, I wonder how much he gets paid for that pearl of wisdom?

[rivaldo] 08/3/2019 09:42

Despite the excellent year end update, the share price has been marking time/drifting whilst I've been away on hols.

Results are on 27th March, so not long to go. Consensus is 1.57p EPS, with a 0.6p dividend.

Forecasts for this year are 1.8p EPS, with a 0.7p dividend.

Found this in Liontrust UK Microcap Fund's Dec'18 investment letter for the record:

"A share placing contributed to a monthly share price fall for Inspired Energy (-23.4%). The company is an energy procurement consultancy firm that in the managers’ view possesses core Economic Advantage assets through its high recurring revenues and embedded distribution strengths. In December, a share placing of £19m helped fund the acquisition of Inprova Finance, a company that offers similar services with particular strengths in data centres, social housing, education and construction. The acquisition is expected to generate substantial cross-selling opportunities."

[rivaldo] 15/2/2019 14:35

Ken Wotton at Gresham House certainly likes INSE :o)) This is from yesterday.....



"Inspired Energy – Ken Wotton, manager of the LF Gresham House UK Micro Cap and Multi Cap Income funds

While large-cap businesses are generally impacted by macro factors, the agility and niche positioning of smaller companies may allow them to react positively to broader economic headwinds. One such company, Inspired Energy, is poised for strong performance in 2019. The company is one of the UK’s leading independent energy consultants, advising mid-sized corporates and higher-end SMEs on how best to optimise utility expenditures.

The appeal of Inspired Energy is its revenue largely comes from energy providers. While it advises mid-sized corporations, Inspired Energy is paid in commission from contracts with large energy suppliers, with payments based on the energy usage companies incur. This guarantees multi-year revenues and high earnings visibility for the business. We believe Inspired Energy understands its customers, and it has been one of our long-term holdings."

[rivaldo] 14/2/2019 11:07

The market is sometimes a tad slow to catch on...



"The administrators from FTI Consulting immediately closed its biggest division, which is understood to have resulted in 576 people being made redundant."

"Its primary business and most of its employees were in its enterprise division, which brokered electricity, gas and water deals for small businesses. It also had a broader energy consultancy business."

[rivaldo] 14/2/2019 06:41

UTW last night went into administration - this has to be great news for INSE (if sad news for the UTW staff).

INSE should be able to take advantage one way or another. Given the recent large Inprova acquisition, a bid to the administrators to scoop up assets cheaply may be somewhat indigestible, but there will presumably be many clients of UTW looking to change to a more reliable adviser.