Instem Share Discussion Threads

[p1nkfish] 19/8/2020 15:00

INTERESTING - to me at least. Has anyone any experience of Instem mobile ordering app? Preview as below. An extra dimension from what I can see. Only first part of video references Instem logo etc. Https://vimeo.com/430684533

[p1nkfish] 18/8/2020 12:08

Shouldn't fall in love with an uptrend but this has been a beauty for a decent while. Not one to trade. Long may it continue. Any decent fall back at the mo is a buying opportunity imho. Dyor.

[p1nkfish] 22/7/2020 22:33

They have successfully integrated others so I'm quite relaxed about it. Instem have a good platform and proven resilient and with a number of trends in their favour as a tail wind.

[mw8156] 22/7/2020 20:50

just been looking at the proactive interview, seems that a 'transformational' acquisition is a possibility always makes one slightly nervous, as the existing business seems to be performing excellently, and may be not such a loss to have been left out of the recent fundraise after all until the picture becomes much clearer.

[lomax99] 20/7/2020 08:24

Looking good here, would add that patience is required.

[p1nkfish] 20/7/2020 08:15

Yes, all in line. Presentation Thursday.

[mysteronz] 20/7/2020 08:06

Cracking update. Cashed up too and they spend the money wisely historically

[p1nkfish] 26/6/2020 22:26

I've been in Instem for quite a while and well up on initial investment. Throughout it hasn't been a good idea to sell as it can be hard to get back on the bus. That will change over time as liquidity increases but it's still not yet the case as still a low float after this funding round. I will add as and when to compensate for the dilution.

[p1nkfish] 26/6/2020 22:22

Interesting statement. "The 'working from home' impact of COVID-19 has increased the number of conversations that the Group is holding with target principals." The ability to scale with the SaaS model is attractive. A global platform to promote new capabilities and services from & the market is so fragmented there should be rich pickings to put on the platform. I have no idea if this will fall back the placing price or below but the statement "The Placing was significantly oversubscribed" makes me think not. The disappointed could buy in the market not much over the placement price.

[p1nkfish] 26/6/2020 13:14

Be patient, often a slip between cup and lip.

[p1nkfish] 26/6/2020 13:14

Be patient, often a slip between cup and lip.

[jombaston] 26/6/2020 12:45

I was too slow..the placing wasn't open for long! Obviously got the money away very easily, probably some big lead orders..expect an RNS soon.

[p1nkfish] 26/6/2020 08:43

Placing will increase float and in time liquidity.

[p1nkfish] 26/6/2020 08:18

Ring broker or be very patient.

[paddyfool] 26/6/2020 08:10

Ring your broker the odds are they can get you in om this

[jombaston] 26/6/2020 08:01

Disappointed not to see an offering through Primary Bid.

[mw8156] 03/6/2020 22:52

results so-so rating very high outlook for pedestrian growth better than for many but should be a defensive stock with an excellent market position and more than an outside chance it might be a take-over candidate.

[mysteronz] 03/6/2020 19:28

Good solid results, doesnt take much volume to move this but good RR and in a nice niche. Buy and build story here with good management

[p1nkfish] 03/6/2020 07:17

Useful contract win too in South Korea and an example of global footprint. ARR numbers plus wins like this will give decent visibility for this year. Good.

[p1nkfish] 03/6/2020 07:12

Steady as she goes, I think good chance best is yet to come. Solid performance and in a sweet spot of the pharma and bio chain.

[p1nkfish] 29/5/2020 08:29

Results 3rd June.

[p1nkfish] 09/3/2020 18:15

I can't see this virus being negative for INS. What am I missing?

[p1nkfish] 19/2/2020 18:04

Healthy looking.

[mw8156] 19/2/2020 13:08

large volume, by standards today and yesterday with rising share price, ought to be a bullish signal but have no idea what's going on in the background.

[lomax99] 17/1/2020 13:44

Good trading update: Trading Update 13 January 2020 Instem plc ("Instem" or the "Company") Trading Update Instem (AIM: INS.L), a leading provider of IT solutions to the global life sciences market, is pleased to announce a trading update for the year ended 31 December 2019 (the "Period"). Financial Highlights Organic growth was strong, with revenues c.12% higher than 2018 and EBITDA during the Period in line with management's expectations. Recurring revenue increased as the transition towards Software as a Service (SaaS) continued, resulting in further improved earnings visibility. Technology-enabled outsourced services grew strongly during the Period. Net cash at 31 December 2019 was £5.9m. Operational Highlights Data Collection, Regulatory Solutions and Informatics all performed well with the positive market backdrop and strong positioning underpinning momentum. As expected, the combination of regulation and repeat orders accounted for continued strong growth within our SEND (Standard for the Exchange of Nonclinical Data) technology-enabled outsourced services. In addition, our Study Management business benefited from further increases in order volume with recurring revenue and renewal rates remaining high. Our AI powered Informatics service demonstrated continued progress, principally driven by the increasing application of artificial intelligence across the Pharmaceutical industry. Growing demand for Target Safety Assessments ("TSA") has been core to this business and is now complemented by November’s earnings enhancing acquisition of Leadscope Inc., which extends the Company’s reach, provides strong cross selling opportunities and improves our visibility of earnings. The Leadscope integration plan is progressing well. Outlook The Company has established a highly scalable platform with improved operational gearing as growth is delivered. Key opportunities moving forward are centred on continued organic revenue growth, further margin improvement and accretive M&A. Strong performance across our operations, combined with healthy new business pipelines, underpin management’s confidence that the momentum achieved during 2019 will continue into the current year. Phil Reason, CEO of Instem plc, commented: “The Company continues to benefit from a buoyant market and remains well placed across all parts of the life sciences industry, from discovery to post marketing. We have developed a strategy that sees the business benefiting from increasing levels of recurring revenues and a broad portfolio of products, enabling increased cross-selling opportunities. Added to this, the move to SaaS provides for improved margins and quality of earnings. As such, we look forward to updating the market with further developments in the current year.”