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Share Name Share Symbol Market Type Share ISIN Share Description
Instem Plc 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
  -5.00 -0.74% 675.00 670.00 680.00 680.00 675.00 680.00 4,578 15:18:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 25.7 -0.9 -5.7 - 141

Instem Share Discussion Threads

Showing 901 to 924 of 1050 messages
Chat Pages: 42  41  40  39  38  37  36  35  34  33  32  31  Older
DateSubjectAuthorDiscuss
04/9/2018
11:31
I suspect the bunch below are reducing their holding. INNOVALTO 2015 fund FORTUNE EUROPE 2014 fund OBJECTIF EUROPE fund FORTUNE EUROPE 2015 fund At the same time it looks like a cup and handle is forming but I'm not 100% sure. If it is then I have £4.50 price target in mind. Anyone care to chip in.
p1nkfish
23/7/2018
11:59
Very encouraged with regards to balance sheet. Generated cash of 600k in the first half and that was after final payment of 200k in respect of deferred acquisition. Seasonal negative cash flow of 1.5m for last couple of years.Cash is the only true measure of profitability.Could also benefit from reduced cash contributions been made towards pension fund. Triennial pension fund review due shortly. Deficit much reduced and bond yields moving up.
2niffy
23/7/2018
07:16
Trading Update Results in-line with management expectations SEND contract value in H1 2018 exceeds that for the entire FY2017 Instem plc (AIM: INS), a leading provider of IT solutions to the global life sciences market, announces a trading update for the six months to 30 June 2018 (the "Period"). Financial Highlights Trading for the Period was in-line with management expectations. Net cash as at 30 June 2018 was GBP3.7m (30 June 2017; GBP1.2m). Operational Highlights There were positive contributions in most areas, with several significant new client wins in addition to existing customers extending and expanding their adoption of Instem's products and services. Investment in Instem's early phase clinical product, Alphadas, was increased with a focus on current client needs and recognising that the enhancements will have wider market appeal going forward. Importantly, the business continued to expand its SaaS delivery model for accessing its solutions via the Instem Cloud with both Provantis(R) and Samarind RMS being deployed via Software-as-a-Service by additional multinational corporations. SEND Market Update The Regulatory Solutions business performed particularly strongly during the period following the latest FDA mandate of the Standard for the Exchange of Non-clinical Data ("SEND"). Increasing Number of Contract Wins Orders for the Company's SEND software solutions and technology-enabled SEND out-sourced services over the period have increased year-on-year with 103 orders won during the six-month period ended 30 June 2018, compared to 47 and 65 for the first and second six-month periods of 2017 respectively. Importantly, more SEND out-sourced services deals were closed in the first half of 2018 than for the entire 2017 financial year. These contract wins will increasingly impact overall Group revenues in H2 and beyond in line with recruitment of the necessary services personnel, which has been ongoing throughout 2018. These new orders came from 50 unique clients during the period, compared with 32 for the equivalent period last year and the Company continues to win the overwhelming majority of all business quoted for. All of Instem's study conversions are performed on a secure, hosted and validated SEND services platform, which is available and supported 24/7 utilising Instem's submit(TM) SEND software suite. This is the same submit(TM) software that is in production use at pharma and contract research organisations worldwide. Increasing Contract Value The total contracted value of SEND-related new business for the current period increased approximately 190% over the corresponding period last year with outsourced services orders particularly strong. Increasing Pipeline The Company continues to believe that this rapid growth has been largely driven by the IND ('Investigational New Drug') legislation from the FDA, which mandated that studies started after 17 December 2017 and included in IND regulatory submissions must use the electronic SEND format. Future demand appears to be similarly robust and the Company has a strong SEND new business pipeline for both technology and service related sales, with both the number and value of SEND contracts expected to increase in the second half of 2018 and expected to be significantly ahead of last year. Outlook The further shift towards a SaaS based revenue model, combined with increasingly material recurring outsourced services revenue, will see a continued improvement of earnings visibility. This helps position the Company strongly to meet management's full year expectations. Phil Reason, CEO of Instem plc, commented: "The financial year has started well and we are confident further new business, the delivery of recent contract wins and strong operational management will ensure we meet our expectations for the full year."
slopsjon2
23/7/2018
07:15
Growth is the order of the day. Good update. Steasybas she goes and good cash position increase.
p1nkfish
14/7/2018
06:56
Instem will breakthrough that double top of Sept 2016 and April 2018. About 330p and ideally by a few %. Https://www.businesswire.com/news/home/20180710005601/en/Instem-Announces-Expanded-Capabilities-Increased-Market-Demand
p1nkfish
27/6/2018
10:37
On 6th June CEO stated that they expect to release a trading update at the end of the month. Let's hope that momentum in orders falls through to bottom line. Expect news regarding new facilities in India funded from a healthy balance sheet!
2niffy
06/6/2018
22:37
Around only 1,092,997 shares not in the hands of holders of 3%÷ or Directors. Only a matter of time.
p1nkfish
06/6/2018
18:41
Good news today. It will get through 330p in time, then upwards. In a pharma sweet spot.
p1nkfish
24/5/2018
08:18
17th May 2018 ARTEMIS VCT half Yearly statement: "A strong balance sheet is, in our opinion, an invaluable resource for small companies allowing management teams the scope to invest when required and deal with any near term trading volatility. Instem plc is a good example. Additional investment, along with contract deferrals, were to blame for a difficult 2017 but having cash on the balance sheet allowed them to weather the storm and 2018 has started on a much brighter note. Fears of a profit warning were misplaced with a positive trading update well received in January alongside a large contract win. The company has, in recent years, successfully positioned itself as the leading expert in the field of electronic data submissions to the Food and Drug Administration ("FDA") in the US and this now looks likely to deliver the anticipated benefits marking a sharp reversal of fortunes for the group."
p1nkfish
12/4/2018
13:43
If they execute this is a keeper. Picks and shovels in bio, pharmaceutical, software. Whether a drug gains approval or not is not Instems problem so that risk is removed. Execution risk is #1 from my perspective. Aligning management to shareholder interests is key, Same everywhere really.
p1nkfish
12/4/2018
13:18
I was expecting a pull back when we reached 300p but that didn't happen - I am not complaining though! Managed to free up some cash and bought another 4k shares over the last week or so. Very difficult to buy in size; if we get any decent news in the next month or so these will fly!! good luck all!
jinxo777
11/4/2018
16:12
I do like a quiet PBB. One day I'm expecting a similar sort of rise in UBI in which there is currently no interest.
p1nkfish
11/4/2018
15:42
Fingers crossed.
p1nkfish
11/4/2018
13:22
Very difficult to buy in any decent size - it looks like this is going to motor through 350p.
jinxo777
27/3/2018
08:17
Very useful upside potential. Like the SaaS moves and potential for good margin upside and SEND will grow. Have a good entry price average and hold enough but if I didnt would look to buy on any weakness. Target > £3 by some margin imho.
p1nkfish
26/3/2018
07:26
So far so good, was at least right about SEND. Carry on like this, with tight holdings, and it will move up nicely. One to hold. Note the SEND growth, sweet spot. "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
07/3/2018
13:33
Up 25% today at mo and pbb dead. This is what I like. Another one that will pop one day - UBISENSE. I expect it to be about 2.4x where it is to buy today. Timing is the issue, it could take 18-24 months or happen by the summer. They are making some sensible moves by the looks of the news.
p1nkfish
07/3/2018
07:26
Very good news on the SaaS front. It will help revenue visibility, margins and bring down barriers to entry for new signings. Good.
p1nkfish
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
Chat Pages: 42  41  40  39  38  37  36  35  34  33  32  31  Older
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