Inspired Share Discussion Threads

[rivaldo] 15/6/2021 08:44

That's roughly 19m shares traded in late/after hours trades yesterday and early trades today...and a nice move up afterwards, with buying now coming in at almost the full 20p offer.

[rivaldo] 15/6/2021 08:07

Nice 450,000 share buy at the full 19.5p offer price just reported from late yesterday.

[bdroop] 10/6/2021 16:12

My average price is .17p so I’ve been sat at break even or slightly below for ages and ages....

[buoycat] 10/6/2021 15:45

It feels like it's been a long time coming. Shouldn't grumble though, I paid 4p for a fair proportion of my shares!

[rivaldo] 10/6/2021 14:04

Buyers paying the full 19.5p offer price now.

Cheers bdroop, good to have some company! The lack of PI interest here is hopefully indicative that it's mainly institutional buying causing all this.

[bdroop] 10/6/2021 10:02

Just to say I’m here too Rivaldo, and enjoying seeing the sleeping beast gradually awaken. Or at least that’s the hope...

[rivaldo] 10/6/2021 09:24

Up another 0.3p on no trades at all today. There may be a large buy not yet reported, but it seems clear there continues to be background demand for the shares and equally there's not much stock around to satisfy it.

[rivaldo] 09/6/2021 16:06

Quite an intra-day turnaround. Buyers are paying the full 19p offer - and there's been one 25,000 share buy at 19.61p.....

[rivaldo] 08/6/2021 14:38

Ticking up once again after a 55k buy, and sellers have been achieving almost the mid-price, so there's evidently demand out there.

[rivaldo] 08/6/2021 11:39

Now up 8% this morning after a stream of buying from just before 11.00, and buyers are now paying the full 18.5p offer.

Not much stock around it would seem.....

[1gw] 08/6/2021 11:15

Some nice buying pushing the bid up this morning.

[rivaldo] 01/6/2021 08:48

Shore Capital have this morning issued a long Growth Companies sector summary note - it includes this on INSE:

"Valuation thoughts

As the economy recovers from the impact of the Covid pandemic and the consequent impact on energy usage volumes Inspired is trading on a FY2021F PER of 13.2x (EV/EBITDA 9.7x), offering a progressive dividend yield of 1.4%. With recovery out of the pandemic set to emerge, Inspired is poised to benefit, in our view, delivering essential services in energy assurance and optimisation as well as through its emerging ESG based compliance platforms."

[tomps2] 28/5/2021 14:18

piworld interview: Ken Wotton’s Investing Principles talks about Inspired Energy (INSE) at 37m30s

Last two results presentations here:


Watch the video here:

Or listen to the podcast here:

[rivaldo] 28/5/2021 10:19

Ken Wotton, the respected fund manager at Gresham House has a new podcast available, and is very keen on INSE:

- it's overlooked in terms of their recovering from the impact of COVID-19
- helps companies to buy their energy cheaper and better
- and now optimises the way their activities work by reducing energy consumption
- very ESG-friendly credentials, particularly from their new energy advisory services which provide data analytics and insight to corporates, fund managers etc, who need to demonstrate to investors what they're doing about ESG
- has "great long-term prospects" because of this, and particularly with retail and leisure energy consumption now returning to normality.

He concludes:

"the market hasn't really woken up yet to the double whammy of structural growth and also earnings recovery"

[rivaldo] 25/5/2021 07:24

Great to see Slater Investments increasing their holdings here - they've bought around another 4m shares, and now hold 51.49m, or 5.3%:

[masurenguy] 21/5/2021 15:35

Above reporting threshold shareholders as at 30 April

Gresham House AM: 190,236,545: 19.78%
Fidelity International 82,628,763: 8.59%
Premier Miton Investors 76,278,294: 7.93%
Regent Gas Holdings Ltd 75,477,101: 7.85%
Business Growth Fund 74,566,162: 7.75%
Chelverton AM 47,800,000: 4.97%
Slater Investments Ltd 47,420,321: 4.93%
Tellworth Investments 42,831,253: 4.45%
Inspired Energy EBT 38,250,000: 3.98%
Artemis Invest Mgmt 30,562,612: 3.18%

[rivaldo] 21/5/2021 15:18

Huge trades just been reported - now almost 16m shares traded today, with 8m at 16.25p and 7.99m at 16.22p. Institutional swapsies going on?

[masurenguy] 10/5/2021 08:00

Good appointment.

The Board is pleased to announce the appointment of Sangita Shah, who will join the Board from 1 July 2021. Sangita is the Non-Executive Chairman of AIM quoted companies Bilby Plc and RA International Group plc, lead board director of NASDAQ listed Forward Industries Inc. and a director of the Quoted Companies Alliance. Sangita has extensive experience in corporate finance, journalism and senior consultancy. She has held a number of senior roles within blue chip organisations, including Unilever, Mars, Ernst & Young and KPMG, was a former board director of Swindon Town FC and a past President of the Chartered Institute of Journalists. She has also been a consultant to a number of organisations including HM Cabinet Office and HSBC.

[rivaldo] 20/4/2021 14:15

The Government has today announced the UK will speed up targets to cut carbon emissions to 2035 from 2050.

Which will mean lots of opportunities for INSE:

[rivaldo] 14/4/2021 13:29

Yep - perhaps that 3m trade has cleared the decks given the 0.5p share price rise which has followed.

[1gw] 14/4/2021 11:43

3m share trade.

[1gw] 12/4/2021 11:17

That accounts for one of the 5m trades on 7th April then.

[masurenguy] 11/4/2021 08:39

Good news - augurs well for future prospects ! 👍