Share Name Share Symbol Market Type Share ISIN Share Description
Instem LSE:INS London Ordinary Share GB00B3TQCK30 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +6.00p +3.49% 178.00p 174.00p 182.00p 179.00p 168.50p 172.00p 3,500 14:00:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 18.3 0.0 6.9 25.8 28.08

Instem Share Discussion Threads

Showing 876 to 899 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
14/2/2018
10:10
Typical exit multiples in this space of between 10 and 15x ebitda. Instem forecast of 3.6m ebitda for 2018 equates to 2.26p 10x or 3.40p at 15x and that doesn't include the 3m of cash, circa 19p a share, which I net off given pension fund defecit of 4.2m.
2niffy
23/1/2018
16:12
Video on proactive investor, Phil Reason.
p1nkfish
23/1/2018
16:11
Looks sensible if sold as a bolt-on to a CRO that offers Instem along with other services. Sooner or later it will be bought.
p1nkfish
23/1/2018
10:24
Summary of paid for broker research.Last 5 years expanded addressable mkt by acquisition and investment, funded with cash from 175p float in 2010 and 200p placing in 2016.Next 5 years expand addressable mkt by acquisition and investment in services. Acquisitions likely to cost between 10 and 15x ev/ebitda v's Instem rating of 8.5x. Dilutive! Will require more equity funding!Investment in services expected to impact short term profitability.Conclusion. Shareholders haven't been rewarded for 'buy and build' strategy for last 5 years why will we going forward?Shares do look cheap but company too small, better suited to private equity or part of a larger group.
2niffy
22/1/2018
22:23
Worth a read. Http://www.progressive-research.com/tearsheet/research/instem-plc/a-decade-in-perspective
p1nkfish
16/1/2018
17:14
Yep. Potentially very sweet spot in the life sciences and pharmaceutical markets.
p1nkfish
08/1/2018
19:07
Very good news - China - no one interested, small sell then slightly bigger buy. Http://www.instem.com/news/articles/0801-guangdong-lewwin-pharmaceutical-research-institute-selects-provantis.phphxxp://www.instem.com/news/articles/0801-guangdong-lewwin-pharmaceutical-research-institute-selects-provantis.php
p1nkfish
07/1/2018
12:39
If 3%+ holders don't sell then a reasonable buying pressure will push this higher. The 3% brigade holds about 87%. About 2.065M shares outside 3% holders. It will recover and I think the recovery rise could be quite raid, just don't know when.
p1nkfish
20/12/2017
07:49
I think it will turn the corner. Below was from spring 2017 and with SEND coverage increased by FDA that can only help as pre-clinical increases begin to feed through with a 3-6 year lag. 2014 return of growth suggests some benefit to show 2017 onwards. Progressive Research (not independent) made the interesting observation below in their most recent analysis. Find out soon if true. If it does come about then INS should see some response in future results. "It is also worth noting that growth in the global volume of pre-clinical studies was depressed during the period 2010-13. Hindsight shows this to have been a LEAD INDICATOR of softness in Clinical during 2016. Citeline data shows GROWTH in pre-Clinical RETURNED in 2014 and has been SUBSEQUENTLY ROBUST. To us this SUGGESTS the outlook for Clinical will be supported by a MORE FAVOURABLE industry BACKDROP over the near term."
p1nkfish
20/12/2017
07:22
Dated Dec 18, 2017. This is important, a positive development. I wouldn't suggest BUY but certainly do some more digging. It's now mandatory outside of previous mandatory limits. Should do INS a big favour as they have extensive exposure and capabilities. hTtp://www.instem.com/news/articles/1812-fda-send-mandate-for-ind-submissions-goes-into-effect.php
p1nkfish
19/12/2017
12:33
Artemis Aim VCT (Annual Financial Report for the year ended 30 September 2017) :- Instem plc too has had a rocky twelve months. The Food and Drug Administration ("FDA") in the US has in recent years mandated the adoption of electronic regulatory submissions and Instem, as experts in the field, look well placed to benefit. The market however is still embryonic and in the meantime the more established early stage clinical business has seen trading deteriorate. We are confident that in time trading will improve but patience will be required
red ninja
12/10/2017
19:41
Seeing growing demand for CSM. Http://www.instem.com/news/articles/0210-instem-reports-growing-demand-for-cyto-study-manager-software-solution.php
p1nkfish
26/9/2017
06:36
A few hints in the interim that I like.
p1nkfish
26/9/2017
06:36
Interim out. First half hit due to changes but 10% cut in costs going forward to show h2 onwards. Nothing surprising. Positioned well in my opinion and will begin to deliver on acquisitions and cost cuts made. Bumpy no doubt.
p1nkfish
16/5/2017
07:42
Clinical was the drag, x-Clinical was positive. Progressive Research (not independent) made the interesting observation below in their most recent analysis. Find out soon if true. If it does come about then INS should see some response in future results. "It is also worth noting that growth in the global volume of pre-clinical studies was depressed during the period 2010-13. Hindsight shows this to have been a LEAD INDICATOR of softness in Clinical during 2016. Citeline data shows GROWTH in pre-Clinical RETURNED in 2014 and has been SUBSEQUENTLY ROBUST. To us this SUGGESTS the outlook for Clinical will be supported by a MORE FAVOURABLE industry BACKDROP over the near term."
p1nkfish
01/5/2017
22:19
Possibly. If get chance. Travel a lot, in out of UK until 3rd week Dec.
p1nkfish
29/4/2017
16:23
Thanks p1nkfish - Maybe you should?
brummy_git
29/4/2017
16:02
Never met them Brummy.
p1nkfish
29/4/2017
06:49
p1nkfish - Have you ever met the CEO and FD? If so, what do you think of them?
brummy_git
28/4/2017
22:01
I do enjoy a quiet pbb, especially when a large investor repeatedly ups their holding in an otherwise unloved company with small float.
p1nkfish
26/4/2017
08:46
RNS to confirm revenue and profit for below from March 28th results will be recognised in the current FY. Now we know! "We are pleased to report that the order expanding the utilisation of Provantis at the US National Institute of Environmental Health Sciences ("NIEHS"), delayed from 2016, has recently been received and the appropriate accounting treatment for revenue and profit recognition purposes is currently being assessed."
p1nkfish
17/4/2017
16:40
Where the US goes, we go. Healthcare one of the few sectors showing some potential upside vs downside. Http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2017/04/15/overvalued%20bofa%202.jpg
p1nkfish
04/2/2017
23:28
So much for the share event. At least approaching buy zone again.
p1nkfish
19/1/2017
15:08
Promotional post - The Growth and Innovation Forum will show you how to take advantage of new investment opportunities in technology stocks and funds. Come and see Terry Hart, CFO – CityFibre and 20 other companies present at the Growth and Innovation Forum on 31st January 2017 at Business Design Centre London. Find the next stock market ‘winner’. Satellite Solutions Worldwide +79%, CyanConnode +43%, Instem + 44%, Summit Therapeutics +32% and XLMedia +46% all attended last year. Click to register to attend for free Https://goo.gl/J9pCpW The other companies also presenting Jaywing, RedstoneConnect, Blancco Technology Group, CloudCall, Frontier IP Group, CyanConnode, Bango, LoopUp, CityFibre, TP Group, AJ Bell, ANGLE, Legal & General UK Alpha Trust, Defenx, Instem, WANdisco, Collagen Solutions, Avacta, One pm Finance, Cenkos Securities and Mirada. Https://goo.gl/J9pCpW
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Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
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