Inspired Share Discussion Threads

[masurenguy] 30/10/2020 11:59

Seller was Cannacord Genuity who have reduced their holding by 49m shares from their pre-July placing position. Their disposal, together with the 14% dilution from the July placing, looks to be the remain cause of the shareprice weakness over the past two months.

[masurenguy] 28/10/2020 15:42

Well 42m shares were sold in three tranches between 14.38 and 14.49 and that accounts for 5% of the shares in issue. Only four institutions were holding over 40m shares prior to today - Miton Asset Management, Canaccord Genuity Wealth, FIL Investment Advisors (UK) and Slater Investments - so one of them has unloaded. Since the price did not fall one might assume that there was a pre-arranged buyer at 10% below the current offer. This will trigger an RNS over the next couple of days so we should soon know who has unloaded and who has picked them up.

[robow] 28/10/2020 14:43

but it hasn't moved the price

[sphere25] 28/10/2020 14:42

That's a whopper of 37.5m just gone through.

Is that Premier Miton lobbing more - they had 91.7m at last count and have been selling down numerous holdings causing big overhangs and seemingly depressing valuations.

[diesel] 18/10/2020 21:05

Wrong thread...

[davebowler] 18/10/2020 15:58

htTPs://www.thisismoney.co.uk/money/investing/article-8850321/MIDAS-SHARE-TIPS-Help-save-babies-Inspiration.html

[rivaldo] 16/10/2020 12:03

Cheers Tomps2, good to see INSE attracting some attention. Also nice to see the forecasts which are difficult to get hold of:

this year nearly ended : 1p EPS
2021 : 1.3p EPS
2022 : 1.4p EPS

I'd imagine there will be more acquisition activity soon to move those forecasts up.

[tomps2] 16/10/2020 11:08

INSE a David Thornton pick in yesterday's live piword interview (1-2PM). Hear what he had to say at 35m08s:

video:

podcast:

Next week on piworld, Thursday 22.10.20, 1pm, we have a Superstar interview with one of the two most popular interview guests, Andy Brough, Schroders, Head of UK & EU mid and small cap team, & Richard Leonard, from a Family Office. Register here:

[masurenguy] 09/10/2020 16:00

Shareprice has drifted down by 10% over the past 4 weeks, since the interims were announced, on average daily trading volumes.

[rivaldo] 15/9/2020 10:05

Excellent H1 results presentation lasting 40 minutes here:



Highlights for me:

- guiding to a base case 1.3p EPS for next year, which is based on conservative/prident assumptions. If that's the worst case then that's good news
- there could be 3-5 acquisitions in this H2. this would move INSE to a 20% share in the Assurance space (from 13%), making INSE easily the dominant player
- the ESG opportunity is getting bigger and is now, with the Sustainable Finance Disclosure rules coming into force next March
- Ignite has won its first new major customer, and second cross-sell has gone into trial stages
- the LSI acquisiton in August, which wasn't RNS'd, was for nil consideration (there may be contingent consideration) could produce £2.5m revenues and £750k EBITDA in 2021. This looks a terrific deal
- INSE look after 2,800 UK businesses. This should increase to 3,800 - all of whom have ESG potential

[masurenguy] 12/9/2020 10:01

Inspired Energy to continue to deliver 'double digit organic growth engine'

[rivaldo] 11/9/2020 10:39

INSE are featured in this new report on how energy data optimisation can hugely benefit businesses:



"edie launches new business guide on energy data optimisation

edie has today (9 September) published a new report outlining all the key considerations, challenges and benefits to investing in energy data optimisation to assist with low-carbon strategies.

Research suggests that “simple” measures such as installing energy-efficient lighting and better heating management could create more than £45m in energy cost savings across 4,150 analysed sites.

In addition, edie surveys have revealed that energy managers are hoping to focus on data optimisation and smart technologies such as Artificial Intelligence to accelerate low-carbon plans.

But energy data optimisation offers a lot of different options for business. What is energy data optimisation? Why should a business optimise its energy data? What are the costs and challenges of energy data optimisation? This new edie Explains guide answers everything you need to know about the topic.

Energy data optimisation is a complicated topic. However, in layman’s terms, it is about how an organisation can make the most of the energy data it has so that it can understand exactly how much energy it is consuming and identify where it can make improvements in usage and efficiency.

However, there is a multitude of considerations that businesses must explore when looking at energy optimisation. This free-to-download guide, sponsored by Inspired Energy, offers best-practice advice on how to reap the benefits of energy data optimisation.

The report features an expert viewpoint from Inspired Energy’s optimisation manager Daniel Crowe on how the topic can assist with the wider net-zero transition.

“While the nuts and bolts of metering and energy management are nothing new, it feels like there has been a resurgence in attention on energy data availability and quality,” Crowe states in the guide. “This is no surprise considering the combined drivers of an impending recession, mandatory schemes driving data collection at a company level (ESOS, SECR) and the rocketing interest in net-zero carbon targets.

“At Inspired Energy, we are strong advocates of simplifying- and where possible automating - data collection and reporting. Supporting the use of automatic meters wherever possible, to get all your data into one system and start generating the maximum value from the data you already collect.”

[ge0fft] 11/9/2020 09:42

Ps there were three members of the Thompson Twins

[ge0fft] 11/9/2020 09:41

No simply trying to clean up an industry that is sadly now dominated by bad practices. To be balanced there are many good consultants out there but many who are not!

[1gw] 11/9/2020 08:40

Ah, the "Thompson Twins", ex-UTW. Poachers trying to turn gamekeepers?

[ge0fft] 11/9/2020 08:20

Another issue is that the acquired subsidiaries are already receiving claimsWww.businessenergyclaims.co.uk. Sure this will grow imo.

[1gw] 10/9/2020 15:18

I've bought some. Curiously, I got them at 14.72p, so just below the price of the big trades that were reported earlier.

[1gw] 10/9/2020 15:13

Overhang cleared?

[rivaldo] 10/9/2020 14:44

Nice to see the price tick up on huge volumes today - 17.4m shares already.

[rivaldo] 10/9/2020 11:30

New interview with the CEO:



- after buying the remainder of Ignite INSE have another £21m to deploy in H2 this year, probably to be utilised in three to five transactions/acquisitions

- INSE's market share for assurance services would then increase from 13% to 20%

- reinstatement of dividend is evidence of confidence going forward

- increased demand for zero-carbon and INSE's ESG initiatives

[homeboy] 09/9/2020 10:32

market is telling you that the results suck
the accounts here are always messy, that's the problem with 'billy bolt on' buy and build companies
revenue going down the pan due to covid and forward looking, no guarantee that this will get back to pre covid levels, and so there is risk, working practices are likely to change since covid - and stay that way
as said, ghastly results, i'd ignore the usual ramping suspects and look at what the market is telling you

[cheshire man] 09/9/2020 10:14

Glass half full and Glass half empty comments above, fair points raised, however I'm in the Glass half full camp and happy to hold :-)