Inspired Share Discussion Threads

[funkmasterp12] 07/7/2015 11:14

If individuals are then I'm sure businesses are too. Enter INSE! =)

[wanttowin] 03/7/2015 09:59

Totally confident in the company Funk and the superb management, just have that nagging point of being at the mercy of the big boys, but hey thats the stock market I guess. Not got my divi yet… edit divi in now

[funkmasterp12] 03/7/2015 07:35

This is the first time I've encountered a seller since having an interest in this share since 2013. As its only smaller chunks and appears tactical though, hopefully it won't hold us back too much.

The company is still performing very strongly and no fundamentals have been altered so I remain confident!

On another note my dividend is in my account today! Excellent start to the weekend =)

[wanttowin] 02/7/2015 22:32

Yes at least we now know who the seller is,yet I have to say it hardly improves confidence. I didn't really realise how much we are at the mercy of these large holders.

[funkmasterp12] 02/7/2015 18:22

Lo and behold, an holdings RNS. Octopus have reduced down below 4% after selling 500,000.

Their latest update was in May when they reduced below 5%. They're at 3.8% now with 18m shares remaining, when they go below 3% we won't know if they've completely sold out or not.

Could be some seller pressure on the share price for a bit, depending on where their heads are at. Personally, I think the fact that they're selling on rises and not just dumping at any price leads me to think it's only top-slicing - let's see what happens though.

[wanttowin] 01/7/2015 09:13

There's our 100K seller again,

[funkmasterp12] 29/6/2015 16:41

Haha, yeah. Well the main directors are locked in so at least it isn't them. Not really sure who it could be to be honest.

[wanttowin] 29/6/2015 15:09

With 70% of the company held by just 7 individuals/trusts, I don't suppose we will ever be able to see who it is offloading. They can carry on drip drip dripping for years !

[funkmasterp12] 29/6/2015 14:59

I actually tried to dummy sell earlier to see the real spread and I couldn't get a quote for anything over £2k, so how the seller continues is a bit of a mystery.

Stock appears pretty tight again though and the MM's aren't exactly chomping at wanting it.

[wanttowin] 29/6/2015 14:34

Yep and there is that 250,000 seller again, offloading into any rise…..

[morkandmindy] 29/6/2015 11:38

a nice 180,000 buy just gone through. Especially good in a market that's selling off.

[funkmasterp12] 18/6/2015 13:35

Someone definitely offloading or selling into any rises here. It's a slow burn hold, it's frustrating given that we've had exposure in SCSW that this doesn't trade on a higher multiple (especially given where UTW is) but quality rises at the end of the day, and I do believe this will re-rate or be bought out in due course.

One to hold tight on and forget - but accumulate on any weakness!

[oregano] 17/6/2015 14:03

slow burn. i expect it will move on upgrades on interims in August. but it might be next years story, when earnings growth kicks in as tax rates normalise.

[hjs] 17/6/2015 13:46

Fantastic statement. Short term sellers offloading! I see this share to move much higher than where it is now. There is nothing wrong in any part of the business. Cash flow will be improving as well. Stong B/S so I would just hold it for long term.

[wanttowin] 17/6/2015 12:24

Seems to be persistent seller/sellers off loading into any rise here. With no further news expected for a while it looks like we are going to slip back to the 10's again !

[aishah] 16/6/2015 10:38

Inspired Energy (INSE) has established an impressive track record of growth. The AGM statement confirmed that during the first five months of 2015 INSE achieved further significant growth, and we forecast that both the corporate and the SME divisions will continue to grow in FY15 and FY16, generating earnings improvement and positive cash flow. Delivery in line with our projections indicates potential upside for the shares.

[wanttowin] 16/6/2015 09:25

Great results, confirms management are really on the button..
Is it not strange however that the company seems to be so well under the radar?
Very few trades and low volume for such a stonking performance.

[funkmasterp12] 16/6/2015 09:15

Thanks for posting!

[oregano] 16/6/2015 08:42

From their broker, Shore capital:

INSPIRED ENERGY+ (INSE, House stock, 11.4p) – AGM, Positive Trading Update. The UK corporate energy procurement specialist reports on its trading for the first five months (the period ending May 2015) of the year this morning, ahead of its AGM later today.

Within the fast growing SME division growth continues apace with contract sales some 27% ahead of the first five months of 2014; importantly this growth has been delivered on a similar headcount to that last year, thus evidence for positive operational gearing to come through.

A maturing revenue profile in SME has also contributed to a significant improvement in cash generation; we note that net debt has fallen over the last five months by c£600k to c£2.5m, Group operating cash flow increasing by c£1.0m to c£1.9m compared to the same period last year.

The core Corporate division, servicing accounts with large energy usage and providing a range of associated specialist services, also continues to perform strongly. The net Corporate order book has grown from c£14m at the year end to £15m at the end of May (+7%) – further adding to visibility.

Management, in our opinion, exude confidence in the outlook for continued growth and development.

At this stage of the year we retain our current forecast stance for Inspired with group revenues increasing by c17% to £12.7m. Although the trading statement does not specifically mention margin performance we note the inference to positive operational gearing in the SME division and we continue to see forecast upside potential from a healthy market environment and operational expansion.

For the present we retain FY2015F EPS of 0.84p against 0.80p for FY2014 (+6%), this is post a normalising tax rate headwind (rising from c15% to c21%) and c2% dilution from additional average shares in issue.

We are particularly encouraged by the strengthening cash performance. Our dividend forecast for this year is 0.29p (c16% growth, yielding 2.5%). Inspired is currently trading off a FY2015F PER of 13.6x (EV/EBITDA 8.0x).

[owenski] 16/6/2015 08:39

Chart looks encouraging, bowl formation under way, IMO

[aishah] 16/6/2015 08:33

Like the statement. Low PERs and PEGs and a near 3% divi to boot. Hoovering up some loose stock.

[cheshire man] 16/6/2015 08:11

Indeed Funkmaster :-)

[funkmasterp12] 16/6/2015 07:48

Fantastic statement and great to see the SME division generating some serious cash so quickly. Onwards and upwards!

[morkandmindy] 16/6/2015 07:34

What's not to like? :)