Inspired Share Discussion Threads

[wanttowin] 30/8/2016 08:00

Very pleased this morning, another fantastic set of results. What a great little company this is !

[cheshire man] 30/8/2016 07:58

Excellent indeed :-)

[rivaldo] 30/8/2016 07:23

Excellent results - and outlook - this morning.

0.62p EPS and a 30% divi increase to 0.13p indicates that the full year results will be well ahead of consensus expectations of 1.09p EPS, and also of the highest analyst forecast of 1.19p EPS.

The order book is up 70% on last year!

With the "largest ever account" having just been signed by the Corporate division, the outlook talks about record results and says it all:

"Outlook

The Group's acquisition strategy has delivered great results as demonstrated by the success achieved by the acquisition and integration of WPUK and STC, while organic growth momentum has continued. Since 30 June 2016, and through the enlarged teams working together, we have signed our largest ever account within the Corporate Division and are confident we will deliver another set of record results for the year ended 31 December 2016 enabling us to looking ahead into FY 2017 with even greater confidence.

The Corporate Division continues to go from strength to strength and we are excited by the opportunities which can now be maximised from the enhanced breadth and depth of skills and expertise that we can provide to our expanding customer base.

On behalf of the Board, I would like to thank all of the Inspired team for the hard work over the past six months, as we look forward to completing another exciting year of growth and development of the business. "

[rivaldo] 26/8/2016 14:12

This is the last trading afternoon before Tuesday's results, and it seems like a bit of scramble for shares beforehand.

Nice £30,000 buy at 13.25p in particular today.

[1gw] 24/8/2016 11:11

Good to know I'm not alone! I was buying happily at around 14p in January and again in May (after the STC deferred consideration announcement) and I can't really see any material downside changes since then. I would expect their integration of past acquisitions still to be proceeding well and underlying growth continuing. The energy price environment is still pretty volatile which ought to be good for them I would have thought. I suppose brexit uncertainty might make some non-UK companies think about the wisdom of locking themselves into new multi-year energy supply deals, but I'd be surprised if that were a material factor for INSE's business.

I saw the comments here on failure to provide an AGM trading update in June, but given they put out the STC release in May I didn't see this as particularly significant.

Fingers crossed for the 1H announcement.

[melody9999] 23/8/2016 22:57

1gw - yep I added a few more yesterday at 12.5p. I'd be very surprised if INSE don't report continued growth next week.

[wanttowin] 23/8/2016 21:59

Nice one 1gw, 12,000 guineas there, one week to news.

[1gw] 23/8/2016 10:17

Some more for me at 12.2p

[oregano] 19/8/2016 09:40

shore capital is giving them a bit of a shunt ahead of numbers on the 30th.

[1gw] 19/8/2016 09:36

That's me buying a couple of times at 12.3p ahead of results. Brings my average down a bit and it still feels like a good solid company with potential for both growth and corporate action.

[pj 1] 16/8/2016 16:02

I've lost patience and am out for the time being. Seems to be lower highs and lower lows on the chart, but I accEPt that changes quickly in illiquid shares. Hope to be back at some point and good luck to those holding. PJ

[kinloch] 16/8/2016 15:36

Usual mark down before reporting never fails with this share.

[rivaldo] 09/8/2016 13:53

Bouncing nicely now. That 550k looks like a badly handled one-off sale - which has created an opportunity.

[whilstev] 09/8/2016 13:34

Just seen a sale of 550,000 shares published no doubt the reason for the sharp drop.

[whilstev] 09/8/2016 11:19

INSE is constantly tarred with the same brush as UTW and so the shares always seem to drop whenever UTW is under the spotlight for some of its dodgy practices.

[oregano] 09/8/2016 11:10

i have topped up. they have been pretty good on recent announcements, and that earnout from the last acquisition bodes well for delivering growth. The only thing I find unusual is the lack of published statement at the AGM. they are normally quite effusive.

[funkmasterp12] 09/8/2016 11:06

Looks like a fat fingered sell. Just shows how illiquid this stock still is despite Directors releasing some of their shares last year.

[edale] 09/8/2016 10:51

I added a few more of these a couple of weeks back on the belief we would see a rise upto the results at the end of the month. It looks like I got that wrong. Fairly big drop today for no apparent reason. Maybe a large sell will appear later.

[rivaldo] 01/8/2016 13:53

Ticking up again.

I'd guess that the difference between the two forecasts above is that Panmure's is 1.19p adjusted EPS, whereas Shore's is 1p basic headline (unadjusted) EPS, but without access to the notes that's obviously just guesswork.

INSE did make 1p adjusted EPS last year, but the placing in April '15 complicates calculations further.

[rivaldo] 29/7/2016 09:06

Nice 77k buy at 13p.

Latest forecasts FYI - interesting that there's a bit of a gap between the two joint brokers:

2016 2017
Date Rec EPS (p) DPS (p) EPS (p) DPS (p)
Panmure Gordon
28-07-16 BUY 1.19 0.40 1.35 0.45
Shore Capital
22-07-16 None 1.00 0.40 1.10 0.40

[funkmasterp12] 26/7/2016 10:25

Yeah, comes with the turf I think. Everyone complains about salesmen!!

[pj 1] 26/7/2016 10:08

I am working from (failing)memory and note the comments were 2014. :-//

At about this time sector peer UTW were subject to a number of 'aggressive'' and negative posts on certain consumer feedback forums, which had to be removed as they were proven to be fictitious. Some of the posts were traced to an ex-employee.

However, it is fair to say that not all posts were removed and they resulted in some discussion on the UTW BB and media at the time.

I believe since 2014 INSE have re-aligned Sales teams. However I suspect this is always a risk from call centre set ups?

Maybe there is an opening for SNTY here? lol

[davidosh] 26/7/2016 09:54

Any knowledge about this stuff ?....

[wanttowin] 25/7/2016 09:36

So quiet on the trade front, hard to believe we are even in the market. I expect no action until the days before results in 5 weeks.