Inspired Share Discussion Threads

[rivaldo] 22/6/2018 12:12

I noticed these comments from Peel Hunt supporting their 25p target:



"A short AGM update confirms trading in line. The integration of Q1 acquisitions (Systemslink and ECM) are progressing well and performing in line. The outlook remains positive and we maintain our December 2018 PBT of £11.1m to give EPS of 1.5p (including SBP and s/w amortisation). Shares trading on 12.6x December 2018 continue to offer material upside given the pace of growth, new market opportunities (including cross selling) and further scope to consolidate end markets. Buy"

[melody9999] 20/6/2018 23:11

Did anyone attend the AGM that can feedback on the meeting and any 'margin' conversations?

[cheshire man] 20/6/2018 15:54

Thanks rivaldo.....mfhmfh :-)

[rivaldo] 20/6/2018 15:04

From the IC (cheers mfhmfh):



"Inspired Energy (INSE) has reportedly traded in line with expectations for the first half of 2018. In a brief statement ahead of the AGM, the group highlighted the acquisitions of Systemslink 2000 and Energy Cost Management as boosters to its client offering. It has also brought in a long-term incentive plan for senior management. Buy."

[yump] 20/6/2018 12:46

Anyone any ideas as to why the rating isn't higher ? I know the adjusted eps isn't forecast to grow, but its solid enough. Is it a just a very competitive market and therefore INSE don't have a particular edge - so an increasing bottom line will only happen when they introduce admin. efficiencies - not simply by scaling.

[mfhmfh] 20/6/2018 12:32

buy rating reiterated in today's IC

[wanttowin] 20/6/2018 09:59

I am happy to wait Riv, been here since the 9p days and my biggest holding, also one that lets me sleep at night.

[wanttowin] 20/6/2018 08:49

Muted reaction to the update, I suspect this positive news was expected.

[rivaldo] 20/6/2018 07:12

Encouraging AGM statement today - trading nicely in line with expectations, acquisitions performing well and a confident outlook going forward:



It's worth reiterating that consensus is for almost 1.6p EPS - that's a P/E of just 11.6.

[rivaldo] 14/6/2018 15:27

You could be right edale - good to see the price moving back up today on some small buying.

[edale] 13/6/2018 17:45

11 million shares traded today at 18.5p so presumably buys. Interesting to see if any holding RNSs tomorrow. Something has been holding this back, maybe these trades will have cleared a backlog and we can move forward.

[cookie dough] 11/6/2018 22:25

Due a leg up surely. Should be 50% higher imo. This is one of my larger holdings. I broadly invest using the Zulu principle and this stock appears to hit most of key criteria in spades in my view.Held back by a lack of RNS and hype. Possibly a good thing. Have added recently.

[wanttowin] 11/6/2018 13:18

Nice to know I'm not alone with this one Cheshire, its been very quiet here.
I think you meant 20th June for a glimpse of news. Cheers

[cheshire man] 08/6/2018 10:17

I've also recently topped up down here wanttowin, AGM on the 26th may contain a snippet or two for us

[wanttowin] 07/6/2018 16:04

Another 10k for me, XD today

[wanttowin] 06/6/2018 13:10

A 3 mill buy just gone through, but it never moved the share price ?
Good timing if they are after the divvi

[rivaldo] 01/6/2018 13:10

Good to see the price ticking up on small volumes, and the bid price up to 18p now. Hopefully that indicates the seller is out or nearly out.

[wanttowin] 30/5/2018 11:58

Lets hope we are on the up again Riv, but I am very happy to hold and the recent decline gave me a chance to add a few. Cheers

[rivaldo] 30/5/2018 09:19

Hi wtw. There's no legislating for markets! Presumably BGF Investment Management have continued selling down from their position which had reduced to less than 3% at the end of March.

By now they must be nearly or completely out - I note another 2.5m buy just reported this morning at 18p.

[wanttowin] 30/5/2018 08:05

Makes me wonder why the share price has dipped in that period then Riv.

[rivaldo] 30/5/2018 07:18

Regent Gas continue to buy here, and are now above 8% with 47.85m shares:



They've bought around another 6.6m shares in the last couple of months.

[cheshire man] 21/5/2018 11:11

Inspired Energy
‏

@InspiredEnergy

32m32 minutes ago

More Inspired Energy Retweeted Lancashare
We are delighted to announce that we have partnered with @Lancashare1, a fantastic online resource for businesses across Lancashire. For more info, visit: hxxp://www.lancashare.co.uk #InspiredEnergy #InspiredEnergyPartnerChannel #Partners #Sponsorship #LancashireBusiness #NewsInspired Energy added,



Lancashare

@Lancashare1
🌹 We are thrilled to welcome @InspiredEnergy as Sponsors of #Lancashare 🌹

Did you know that switching your energy supplier with…

[wanttowin] 14/5/2018 12:46

Happy to buy more of these in the 17's now

[fizzypop] 11/5/2018 11:55

Topped up with 6000 for me and 6000 for her @ 18.475p