Inspired Share Discussion Threads

[funkmasterp12] 13/1/2016 10:03

Ha, and down again. Pressure's building though and we know a T/S is due within the next few days (given historic patterns), so hopefully not too long now.

[tromso1] 13/1/2016 10:00

Hmmm, 14p seems to be a tricky level to break.

[funkmasterp12] 13/1/2016 09:43

And out we go! Excellent.

[tromso1] 13/1/2016 09:43

Breaking out this morning. Move up to 17p?

[duncan doughnut] 12/1/2016 17:37

What a tease, I thought these might break that resistance line today.

[funkmasterp12] 12/1/2016 15:26

Especially if the directors had to sell their own holding!

[rivaldo] 12/1/2016 15:18

Me too on the dip F12, great minds think alike :o))

There's absolutely no way imo that, with a trading update coming up in say 2-3 weeks, INSE would have persuaded Slater and other institutions to load up unless the news was likely to be decent at worst and hopefully even better.

[funkmasterp12] 12/1/2016 14:42

I've had a slither more today on the Slater news. Must bode well IMO.

[rivaldo] 12/1/2016 11:03

Yep - Slater bought almost another 7m shares and now has 26m. Quite a vote of confidence:

[wanttowin] 12/1/2016 10:24

Good call Funk, seems it was Slater

[funkmasterp12] 12/1/2016 07:19

Ah, there you go. Director selling to allow institutional buy in. The last time this happened Slater came on board. Let's see who wants in.

[funkmasterp12] 11/1/2016 22:59

They're all sells by the looks of it - might be Octopus out finally? The amounts will presumably be declarable so we'll find out in due course.

[edale] 11/1/2016 16:57

A lot of action after hours with 75 million late trades. Interesting to know who has sold and bought ??

[funkmasterp12] 11/1/2016 12:15

Good point actually.

[1gw] 11/1/2016 12:03

The Livingbridge holdings notice is just a dilution notice isn't it? "Living Bridge EP LLP" were reported in the Annual Report as holding 45.619m shares (10.77%). It appears they (detailed in the RNS as "Livingbridge VC LLP") still hold the same number of shares but are now below the 10% threshold because the number of shares in issue has gone up.

[melody9999] 09/1/2016 00:19

setting up for another break above 14p? perhaps at the TU?

[funkmasterp12] 08/1/2016 17:52

They did it in early December - very late declaration there but welcome nonetheless

[funkmasterp12] 08/1/2016 17:51

Livingbridge (who they?) have picked up 10% out of nowhere - interesting!

[aishah] 08/1/2016 11:36

SCSW NAP for 2016 tomorrow?

[rivaldo] 08/1/2016 11:35

125k bought in 3 chunks today - someone building a stake before the pre-close trading update (last year's was 28th January).

[pj 1] 08/1/2016 08:42

I was just going to post that generally INSE struggles for momentum, but Stockopedia has
1m +5.6%
3m +22.9%
1y +44.9%

[silver tortoise] 30/12/2015 16:41

Some nice buys today.

[gargleblaster] 11/12/2015 20:20

Here is that article;

Inspired Energy (INSE:AIM) 13.5p

EPIC: INSE
Subsector: Business Support Services
Price: 13.5p
Market Cap: £64m
2 years ago EPS: 0.4p
Last financial year EPS: 0.6p
Current financial year EPS (forecast): 0.9p
Prospective dividend yield: 2.2%
Forecast dividend: 0.3p
PE (current year): 15.0

Source: Sharepad, London Stock Exchange, Shares

Energy consultancy Inspired Energy (INSE:AIM) joined AIM in 2011 and has been a consistent and profitable performer for the past four years.

Headed by founder and chief executive Janet Thornton, who owns 27.3% of the business with husband and sales director Matthew Thornton, Inspired looks like a well-run business capable of growing for many years to come.

Current growth rates at Preston-headquartered Inspired – revenue grew 32% in the six months to 30 June 2015 – are being driven by increasing demand from businesses to cut expenditure on energy costs.

Corporate clients are Inspired’s main source of revenue, representing two-thirds of sales. Corporate revenue grew 29% year-on-year to £4.3 million in the six months to 30 June 2015. Services include the review, analysis and negotiation of gas and electricity contracts as well as a number of value-added services.

Small and medium-sized enterprises (SMEs) make up the remaining one-third of Inspired’s sales. This appears to be a tougher segment to crack. Although it is less penetrated than the corporate sector, this is a volume game which needs significant up-front investment to generate sales.

The market has become increasingly concerned about accounting techniques at sector rival Utilitywise (UTW:AIM). Investors are focusing on the cash flow strains placed on its predominantly SME-focused business. Inspired doesn’t book revenue that can’t be collected in less than a year.

At half year results, Inspired highlighted that revenue in its SME unit grew 31% to £2.1 million while headcount in the division was flat at 45 consultants.

‘I am delighted to report that the growth in this division has been achieved without any additional staff being added in the first half of 2015 and is a result of the maturing sales team and implementation of improved systems and reporting,’ Thornton said at the time of the results.

Growth at both Utilitywise and Inspired is impressive in a wider sector which researchers say is expanding at only around 4% a year. Analysts at consultancy Verdantix estimate the total energy services industry will be worth around £1.4 billion by 2020.

Falling energy prices could cause a headwind for both Inspired and Utilitywise in the future if it makes their consultancy services less attractive. Inspired argues volatility in pricing is as much of a driver of its business as increases or decreases in energy costs.

Sector analyst Michael Donnelly at Panmure Gordon forecasts earnings per share of 0.9p in the 2015 calendar year and 1.1p in 2016. Inspired trades at 13.5p, valuing the business at £64 million. (WC)