LSE company dividends information has been updated. You can find this is in the menu on any Quote page. ADVFN team.


Inspired Plc

0.00 (0.0%)
Share Name Share Symbol Market Type Share ISIN Share Description
Inspired Plc LSE:INSE London Ordinary Share GB00B5TZC716 ORD 0.125P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 11.75 29,975 08:00:00
Bid Price Offer Price High Price Low Price Open Price
11.50 12.00 11.75 11.75 11.75
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Business Services, Nec 88.78 -3.58 - - 114.56
Last Trade Time Trade Type Trade Size Trade Price Currency
15:32:29 O 16 12.00 GBX

Inspired (INSE) Latest News

Inspired (INSE) Discussions and Chat

Inspired Forums and Chat

Date Time Title Posts
25/5/202310:42Inspired Energy 2,747
06/5/201709:09What makes Inspired Energy better than peers?-
27/6/200420:17FTSE INDICIES/SECTOR COMPARISON CHARTS - Long/Med/Short term.17

Add a New Thread

Inspired (INSE) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type

Inspired (INSE) Top Chat Posts

Top Posts
Posted at 25/5/2023 10:42 by rivaldo
Ken Wooton did a presentation on Tuesday at the Mello investment conference on behalf of Strategic Equity Capital/Gresham House. They of course have a large holding in INSE, and Ken ran through a few companies in their portfolio. INSE was one of the companies he highlighted.

In particular it was good to hear him confirm that he and other large shareholders had been consulted and approved the recent renegotiation of the Ignite deferred consideration.

Posted at 22/5/2023 13:57 by rivaldo
Liberum say Buy with a 20p valuation. Here's their summary and conclusion:

"Inspired announces a Deed of variation signed with the vendors of Ignite. It provides maximum additional consideration of £9.25m. We make four key points: 1) The new earn-out requires delivery of certain targets, which our analysis shows, are stretching. 2) The statement says the additional contingent consideration (CC) is self-funding. 3) The purpose is to incentivise the Ignite management. 4) The
acquisition of Ignite remains an attractive deal, with a possible CY 24 EV/EBITDA of 2.7x. We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x
represents growth at a reasonable price."

"We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x represents growth at a reasonable price

We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x represents growth at a reasonable price. The strong credentials should become a positive share price driver, even though Inspired still trades like an energy company. Using a sum of the parts, we derive our target price of 20p."

Posted at 22/5/2023 13:33 by 1gw
At the end of the day it was a negotiation. The vendors could have left at the end of this year (original earn-out arrangements ran as far as FY23 financial performance) and INSE management had to decide what the chance of them wanting to stay on anyway (i.e. without additional specific incentive) was, and what would be the likely impact on the business were they to leave.

Having determined that they wanted the vendors to stay on and guide the business through the next few years, it's then just a question of how much they have to pay to achieve that and how to structure the payments and success criteria. Some of the elements look a bit odd, such as the incentive to recover the debt from the big customer, but that's what happens in a negotiation - in order to stay within both sides' "red lines" you sometimes end up with compromise solutions that neither side might have argued for initially.

We can try to second guess what might have happened without a new incentive arrangement, and we can speculate that after such a long transition INSE ought to have been able to find suitably capable replacement leadership for Ignite, but the reality is we don't know how important the vendors' continued involvement is.

At the very least, I take this morning's announcement as an encouraging comment on current performance of Ignite and its management team, and confirmation of exciting potential for the future of the business.

Posted at 22/5/2023 11:43 by rivaldo
Overall this looks promising for INSE imo, extending the timeline for the Ignite consideration out to 2027 and presumably locking in their management until then for a growth phase which could transform INSE.

Obviously the preferable option would be no additional consideration, but it's easy to see that Covid knocked out two years of calculations for the initial agreement, so a renegotiation was always on the cards and getting consensus on strategy through to 2027 strikes me as a good thing.

Posted at 22/5/2023 09:50 by melody9999
"This Deed will re-incentivise the Vendors, as management recognise that the Vendors have only had one full year of the three to demonstrate the full scale of the opportunity due to Covid-19 disruption."

Huh - sorry but thats life. Shareholders investing their wealth in INSE have seen their shares decrease in value by 50%+ over that time.

Disclosure - I have not been a INSE s/holder over the past 3 years so this is not sour grapes - just a view from the sidelines. I will probably stay just watching now whilst the 2.6M shares issued to IGNITE further dilute s/holders that have paid good money.

Posted at 22/5/2023 09:36 by melody9999
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.

Posted at 06/4/2023 13:36 by rivaldo
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

Posted at 29/3/2023 17:07 by km18
Inspired Plc issued final results. The Group continued to make progress, with strong trading and performance across all divisions a continued improvement in underlying cash generation from FY2021. The Board states the group is ready to enter FY23 in a robust position. The business has been posting robust top-line growth for a few years now, both revenues and EPS reached new records in FY22. Meanwhile valuation looks increasingly attractive with forward PE ratio at 7.2x comfortably top quartile for the Professional & Commercial Services market. The balance sheet is reasonably solid, profitability ratios are better than last years. The share price is pulling back from the lows, currently trading at 10.79p with a 5.31% increase today. INSE is a share to monitor for now.....

From Wealthoracle


Posted at 29/3/2023 07:40 by rivaldo
Results are as per the trading statement with 1.31p adjusted EPS.

The most important aspect is the extremely (and unusually) bullish outlook:

"Trading in Q1 2023 started with considerable momentum across the business which is consistent with management expectations of double-digit percentage EBITDA growth in year. Despite the ongoing macroeconomic and geopolitical uncertainties, the Board is confident of the Group's continued ability to deliver full year results in line with expectations"

Cash generation was excellent at almost £22m.

Some won't like all the adjustments to reach the headline numbers, but the core business is evidently doing rather well, and with (1) energy costs remaining a huge issue and (2) ESG's importance only growing, then INSE's prospects should remain bright for some time to come.

Nice 8% rise in the divi to 0.27p shows confidence too (and a decent yield at the current share price).

Posted at 30/1/2023 07:29 by rivaldo
Excellent news today - the year end update shows INSE traded nicely in line with expectations of 1.3p EPS.

Revenues were actually well ahead of forecasts. With increased costs as expected margins were reduced, but INSE did well to come out unscathed and EBITDA was a healthy 6% up on 2021.

Importantly, cash generated from operations increased by over 125% over 2021 and net debt reduced nicely.

The order book is up once again from last year and since 30th June, and ESG revenues are up 175% year on year so are now probably a sizeable £3m.

The outlook for this year is pretty confident too given the wider increasing need for advice and solutions in energy.

Combined with a historic P/E of just 7, it just shows that the share price fall was clearly wrong.

There's no reason why INSE's shares shouldn't be trading back at say 16p-17p for starters on a P/E of 12 or so.

Inspired share price data is direct from the London Stock Exchange
Your Recent History
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

Log in to ADVFN
Register Now

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

Support: +44 (0) 203 8794 460 |

V: D: 20230602 15:51:19