Inspired Share Discussion Threads

[pj 1] 22/8/2017 09:29

''has provided an excellent platform for the business to continue its organic growth complemented by these significant further acquisitions''

"The announcement of the strategic acquisition of Horizon after the period end will provide a platform to leverage the capabilities of the Group with the aim of becoming a market-leader in Ireland, and the net contribution from this and the two acquisitions in H1 enable us to look ahead into FY 2018 with even greater confidence.''

"As demonstrated by the half year results and our key performance metrics including the Corporate Order Book, which continues to grow significantly both organically and through acquisitions, the Group is in an extremely strong position to continue to deliver a robust performance throughout the remainder of 2017 and beyond.''

''The strong performance and the strategic initiatives delivered during the period by the Group's team provides an excellent platform for future organic and acquisitive growth, further establishing the Group as a market leading energy consultant to UK and Irish Corporates and SMEs.''

[rivaldo] 22/8/2017 09:23

:o)) Great minds think alike.....

[nurdin] 22/8/2017 09:07

Glad you agree with my post 1482 :o)

[rivaldo] 22/8/2017 08:52

Panmure Gordon retain their 23p price target and their forecasts of 1.5p EPS this year and 1.8p EPS next year.

Given that INSE achieved 52% of this year's forecast in H1 alone, I suspect that INSE will be trading ahead of expectations given that all 3 acquisitions this year are earnings-enhancing.

[runthejoules] 22/8/2017 08:07

I doubled my investment at 20.4p. Couple of days late and rather rash given what happened last time but I'm presuming they're fully funded for the time being. And it's quite a cautious dividend stock to be rash with. GLA.

[petewy] 22/8/2017 08:03

Trading started with buys. Results in line and therefore spot on.

[melody9999] 22/8/2017 07:55

Results as expected from this superbly managed oompany. Onwards and upwards.

[nurdin] 22/8/2017 07:41

Looks to be on track to beat brokers full year eps estimate of 1.48p , specially as Horizon contribution kicks in in H2.

[silver tortoise] 22/8/2017 07:28

A well run company,considerable growth going forward. Comparing with Utw chalk & cheese.

[fizzypop] 22/8/2017 07:26

Dividends

The Board is delighted to propose interim dividend of 0.16 pence per share. This represents an increase of 23% over the interim dividend paid in 2016, being 0.13 pence per share.

The ex-dividend date is 7 September 2017 with a record date of 8 September 2016. The dividend will be paid to shareholders on 14 November 2017.

[runthejoules] 22/8/2017 07:25

Wot no results? Can't see on investegate anyway

[bennywin] 22/8/2017 07:17

What news is that ?

[fizzypop] 22/8/2017 07:17

Great results which should put a rocket under the share price.

[rivaldo] 22/8/2017 07:16

Excellent H1 results today - it's not often a CEO says this was "a fantastic period of growth for the Group: financially, operationally and strategically":



- the order book is up 60% and looks great for some years going forward
- acquisitions are bedding in successfully (two in H1 and the biggie subsequently)
- the outlook is very bullish
- "strong cash generation"
- further acquisitions on the cards

Once again INSE have delivered as expected.

[1gw] 21/8/2017 16:05

An underwhelming day's trading ahead of results.

[1gw] 20/8/2017 15:25

INSE site list needs updating for the recent placings. The Thorntons are down to just under 7% each now and all those who didn't participate in the placings will see a bit of dilution.

Also, Living Bridge went up to 59m shares in June, over 12% pre-placings.

[petewy] 20/8/2017 13:03

Thanks for the Post Riv.
Anticipating Tuesdays's results.

Ref below shows major shareholders acc to FT.


Ref below shows maj sharhldrs to INSE IT site
hxxp://inspiredplc.co.uk/investors-shareholders/

Neither shows Octopus as a major shareholder. Your ref: Richard Power, who is lead manager of the FP Octopus UK Micro Cap Growth fund, ...stocks he has recently bought

Nor does the FT show Living Bridge as a major shrhlder (56,191,341 11.45%)

I avoid investing in a company with few major investors. If Octopus employ someone full time to research then take advantage...

[rivaldo] 18/8/2017 10:52

The manager of the FP Octopus UK Micro Cap Growth fund believes INSE is a "hidden gem".

If extrapolating from his suggested £20m+ PBT INSE makes say £17m PAT in the future, that would suggest a £238m m/cap on his P/E of 14 - more than double the current m/cap:



"Inspired Energy

First up is Inspired Energy, which was founded at the turn of the millennium and floated onto the Alternative Investment Market (AIM) market in 2011. It provides consultancy for commercial and industrial clients who are looking to reduce energy costs and usage.

Since its IPO, the stock has outperformed its FTSE AIM All-Share index by almost eight time with gains of 457.03 per cent.

"Inspired Energy did a placing in June this year of 14.5p to raise money to acquire a competitor in Ireland," Power explained.

"We started investing in this company in our EIS [Enterprise Investment Scheme] portfolios about seven years ago when the company was making a profit of £1m. Today it's making profit of £10m and, with this Irish acquisition, that will jump to £14m so it will be very earnings-enhancing for them.

"With a £75m market cap it's just under the radar of the bigger small-cap investors so, on the back of this acquisition they've completed and some share price appreciation following the acquisition, we expect it to appear on the radar screen and re-rate to nearer 12x or 14x earnings.

"We think you will see this company continue to make acquisitions and to do well. We think it will make profits north of £20m over the next few years."

[rivaldo] 17/8/2017 12:16

:o)) You've sussed me....it is indeed in the blood. It's great to make money from something so enjoyable, interesting and exciting and which gets the adrenalin going so regularly - basically gambling with a decent chance of winning!

Given wi-fi these days, unless we're on tour somewhere or there's a big time difference I generally look at RNS's in the portfolio early in the morning (whilst the family are still asleep since I always wake up before them), check the prices once at midday and once after the close. Sad or what? But I'm proud to say I haven't placed a single trade on hols for at least 3-4 years!

[igoe104] 17/8/2017 11:26

I`m not sure I believe you rivaldo, I can see you walking around, on the beach/ chilling around the pool, thinking about shares all day, its in your blood .

also checking your mobile every couple of hours.

ps that's what I do anyway, don't tell the wife.

[rivaldo] 17/8/2017 11:00

He has been on hols, and now he's back :o)) The portfolio's performed terrifically whilst I've been away, but I'd still rather be on hols....

Nice and stable here at these new highs. Foreecasts are at 1.55p EPS this year rising to 1.81p EPS next year (with 0.5p and 0.6p dividends).

That's a P/E of 13.1 falling to just 11.2 - and a PEG of only 0.77. So still pretty cheap imo.

[igoe104] 14/8/2017 16:35

He must be on his hols ?

[pj 1] 14/8/2017 09:41

A very nice start to the week. rivaldo will be pleased when he logs on!!

[runthejoules] 11/8/2017 17:32

'Inspired Energy (AIM: INSE), a leading UK energy procurement consultant to UK and Irish corporates and SMEs, announces in accordance with AIM Rule 17 and Schedule Two (g) sub-paragraph (v) of the AIM Rules for Companies, that it has been informed by Michael Fletcher, Non-Executive Chairman of the Company, that Fairpoint Group Plc, of which Michael Fletcher is a Non-Executive Director, entered into administration on 10 August 2017.' No reason to be worried, I presume?

[petewy] 09/8/2017 16:15

Tuesday 22 August 2017. results