Inspired Share Discussion Threads

[pictureframe] 25/11/2022 12:10

Its one I have on my watch list. I've seen this type of price action so many times and its normally not a happy ending. Hope I'm wrong.

[bollers] 25/11/2022 12:08

I've sent an email asking them to put out an RNS telling us what's going on or 'knowing of no reason for the price fall'

Don't suppose they will!

[pictureframe] 25/11/2022 12:03

People taking below price to get out is a concern....hmm

[1224saj] 24/11/2022 16:46

35% down since the results were announced on the 6/09/22 I though they were ok, reduced debt, revenue and margin going in right direction, what is going on? Need something from the BOD

[buoycat] 22/11/2022 20:42

I initially invested at 4p. There's clearly a loss of confidence from investors. Negative sentiment is a vicious cycle. Unless there is a catastrophic problem with the company, and the Ukraine war can't have helped, then the shares should recover over time.

[pj 1] 22/11/2022 17:09

Looks like one of those stocks now where the Market knows more than such as us who post on Bulletin Boards, and those who cannot sell.

I still think the way the Thorntons, with their Ferraris parked in the Directors spots, exited the business was bizarre

[earwacks] 22/11/2022 17:01

The problem is it is a tech stock and that is pretty out of favour at the moment however we’ll they are doing.they increased the dividend last update. If they can keep doing that not too fussed.the business sounded solid last update so unless things have changed only down 40 percent. Quite good for tech!

[bollers] 22/11/2022 15:43

any clues as to why the even bigger than usual drop today? Lowest price in 9 years despite pretty positive t/statement

[rivaldo] 15/11/2022 12:09

With 1.3p EPS forecast for the year about to end INSE are on a P/E of just 7.3.

Obvious sector considerations have presumably caused some to sell, and with the lack of buyers around in these markets it hasn't taken much for the share price to drift.

INSE confirmed in September's interims that they expected to meet expectations, especially given the seasonally stronger H2.

The highly respected Ken Wooton, managing director at Gresham House, has picked INSE out as one of three "high-quality small-cap stocks with attractive long-term growth characteristics":



"Inspired Energy is a leading UK corporate energy services and procurement specialist operating in the UK. We first invested in the business in 2011, having built strong conviction in the company’s management capability and structural growth potential. By working closely with management and key stakeholders over the years, we had identified the opportunity to shift the company’s focus from lowering energy bills to reducing carbon emissions – to capitalise on the growing sustainability agenda.

Leveraging the wealth of data and analysis it has collected to date, Inspired Energy is now building out its offering with a new business arm, which provides ESG data and analytics for businesses conducting supply-chain evaluations. Due to the profit recovery potential and long-term structural growth opportunity tied to this expanding sustainability offering, we invested further in the company during the Covid dip and now hold a significant stake across our strategies."

[earwacks] 03/11/2022 17:08

I don’t suppose they do know why the share price is still falling. Adverse interest rate hike? Not many shares traded to cause this fall. Gresham increased holding taking their stake to 28 percent. It’s climbed to 5th place in their portfolio making it 7 percent of the strategic equity trust. Unless there has been a dramatic change to solid growth looks like an illiquidity issue.also they increased the dividend which is not usually a sign of a company in trouble.be nice to see some director share purchasing though

[1gw] 03/11/2022 14:53

This is all a bit sad, shareprice-wise. Almost time for a "the company knows of no reason for..."?

[rivaldo] 07/9/2022 12:21

Peel Hunt say Buy with a 25p target:



"Inspired has buy rating reiterated on ‘record performance’ of consultancy division

Peel Hunt expect strong cash generation to cut into net debt, while EPS unchanged at 1.3p

Equities analysts at Peel Hunt have reiterated a buy rating with a target price of 25p following Inspired’s trading update on Tuesday September 6.

Inspired’s Energy Assurance division – which operates as an energy marketplace between suppliers and businesses – was “slightly ahead” of Peel Hunt’s expectations after delivering 3% organic revenue growth.

Meanwhile the Optimisation consultancy division “enjoyed a record performance as clients prioritise energy-efficiency projects that are now delivering a quicker cash payback”.

The Software Solutions segment “continues to demonstrate a highly resilient performance through long term relationships and attractive EBITDA margin dynamics,” while the rapidly expanding ESG segment came in ahead of expectations.

Peel Hunt retains a full-year EBITDA target of £21.2mln, giving an unchanged earnings-per-share (EPS) target of 1.3p.

Net debt is expected to go down given strong underlying cash generation which rose to £5.8mln in the first half (though was offset by a £10.2mln contingent payment).

“Overall, we expect leverage to remain comfortably below 2xEBITDA, supported by inherent cash generation," said analyst Andrew Nussey, adding: “The outlook remains positive and we reiterate our buy recommendation.”

[rivaldo] 06/9/2022 09:49

Shore Capital note the H1 results show "good strategic progress".

They've retained their forecast of 1.3p EPS and a 0.3p dividend.

It's also worth noting that the supplier risk from the Gazprom-related entity has largely disappeared now that it's been taken into public ownership by the German government.

A couple of worthwhile extracts:

"Outlook.

Management is retaining its current guidance, noting that the energy Assurance services are set to see challenging markets continuing with energy prices. In the Assurance business, we note that the Group is seeing a mix of churn and new opportunities (Corporates still require energy procurement strategies); we are encouraged to see the order book being maintained at the end of H1 at £67.5m in-line with the FY21 Year-end figure. Optimisation services strong growth continued through H1, over and above pandemic recovery, and we see this continuing into FY23F. ESG services are seeing similarly strong growth, albeit from a smaller base. Encouraging then."

"Valuation thoughts.

Inspired continues to evolve and offers investors solid ESG credentials and regulatory tailwinds in addition to long-term economic growth drivers. The Group is trading based on our current estimates on a FY22F PER of 8.7x (EV/EBITDA 7.0x), offering a progressive dividend yield of 2.4% - funded by a free cash flow yield of 9.4%."

[rivaldo] 06/9/2022 07:36

Good H1 results today in the current climate, with trading reiterated to be in line with expectations of 1.3p EPS this year (after 0.55p EPS in H1).

The P/E here is now only 8.9.

The dividend is increased to 0.13p and so should also be in line with the 0.3p forecast.

Revenues are up 24% and EBITDA is up 10%. ESG Services is booming, with revenues up 215% at £1.2m, and Software Solutions continues to be nicely profitable. Debt is up due to payments of deferred consideration.

Hopefully the new PM's measures to protect business from energy price rises will be strong enough to further strengthen INSE's prospects and customer base.

[1gw] 05/9/2022 16:35

Very little interest in taking a position here so far, post TU, it seems (at least judged by share price movement since TU). Investors scared of what the energy price spike means for the prospects of some of INSE's customer base?

Have to hope for (another) solid update tomorrow.

[rivaldo] 12/8/2022 12:55

INSE are featured in a new article in the IC about winners from the "electric revolution":



"For investors interested in this space, Inspired (INSE) is also worth a look. Inspired helps companies manage their power bills, quantifying their carbon output and selling energy efficiency advice. Growth has been solid so far, driven largely by its assurance arm, but energy ‘optimisation’ sales are starting to catch up, and are due to overtake assurance revenue in 2023."

[km18] 12/8/2022 11:56

Inspired Plc issued a trading update last week. The Group continued to make progress against its planned strategy in the first half of the financial year, with strong trading and a continued improvement in underlying cash generation from FY2021. The Board expects to announce results in line with its expectations. The business has been posting robust top-line growth for a few years now, both revenues and EPS should reach new records in FY22. Meanwhile valuation looks increasingly attractive with forward PE ratio at 8.8x comfortably top quartile for the Professional & Commercial Services market. The balance sheet is reasonably solid, profitability ratios are average. But the share price is still in a 12-month correction, INSE is a share to monitor for now...

...from WealthOracleAM

[rivaldo] 05/8/2022 11:26

Good :o))

I usually find the quieter the BB the better. Much rather have considered buying coming in from institutional investors over the next few weeks and months rather than short-termers etc......

[1gw] 05/8/2022 10:39

All very quiet over here, considering the update.

[rivaldo] 05/8/2022 07:12

Encouraging H1 update this morning - "strong trading", improved cash generation, and trading nicely in line with expectations of 1.3p EPS this year, so a current year P/E of only 9.46.

ESG demand is "accelerating", and the energy crisis is no doubt fuelling the increased demand for Energy Optimisation services:



"Against a challenging market and macroeconomic backdrop, we are pleased to report a period of solid growth, with the Optimisation and ESG divisions gaining particularly good traction in particular, a trend we see continuing into the second half.

"The transition to Inspired plc a year ago has enabled us to strengthen our platform and leading market position as we support businesses in their response to the ongoing energy crisis and climate emergency."

[bda3490] 28/7/2022 22:10

Odd

Only Major companies have to put this stuff to the vote. And they agree it with major shareholders before the vote.

I doubt we will hear who or why. Still good company in my view ip under priced