Instem Share Discussion Threads

[newtothisgame3] 01/4/2019 21:07

#INS #Instem eyes further growth following upbeat results

[p1nkfish] 01/4/2019 10:05

Reads well. Solid hold.

[mw8156] 01/4/2019 09:47

satisfactory results by the looks of it and hope they can bill for all the staff taken on; look fairly confident for the year ahead, looking to acquire and have to hope it won't be 'transformational' or if so, small shareholders will be left adrift in the resulting placing.

[p1nkfish] 21/3/2019 20:46

Results 1st April.

[p1nkfish] 15/3/2019 22:32

They dominate the SEND niche from what I can see. Picks & shovels in compliance s/w. Chart looks interesting too currently.

[mw8156] 15/3/2019 22:13

not sure they have much on the balance sheet when one deducts intangibles- suppose it's not unusual in software companies,
looks as though the main competitors are all much smaller and not public...

[p1nkfish] 15/3/2019 21:39

Very useful -

[p1nkfish] 03/3/2019 11:28

Notice of results due too about mid month too.

[p1nkfish] 03/3/2019 11:27

So important I have to post it twice. MANDATORY.
Now who is very well positioned for that I wonder?

"The latest version of SEND, as mandated by the US FDA, becomes mandatory for studies starting after 15 March 2019."

[p1nkfish] 01/3/2019 22:55

mw, important.
It could lead to new news.
Love the potential in this company.

"The latest version of SEND, as mandated by the US FDA, becomes mandatory for studies starting after 15 March 2019."

[mw8156] 06/2/2019 21:53

would have bought more were it not for the possibility of a transformational acquisition and placing in which small investors might have been excluded.

[p1nkfish] 06/2/2019 11:17

Would like to see a close > 330p and break above 334p.
They keep leaving a trail of crumbs suggesting business is good.

Not too surprised as it's a decent picks and shovels software play in pharma. Beats gambling on achieving FDA for a new drug imho,

[p1nkfish] 31/1/2019 18:16

They are leaving crumbs of information suggesting a positive set of results can be expected.

[mw8156] 24/1/2019 15:16

Thanks p1.

[p1nkfish] 24/1/2019 12:50

Opening hearing only.

[mw8156] 24/1/2019 11:43

wondering if there is any news on the German court hearing or was judgement deferred?

[p1nkfish] 22/1/2019 08:10

During the transition there can be a useful entry price. Looks almost done here so the uncertainty is the cash balance and court action.

[p1nkfish] 22/1/2019 08:08

Provisions held for the dispute. I believe cash will be sorted as per the RNS.

Would be interesting to know what the dispute is.

Move to SaaS is always tricky as the lumpy large perpetual licenses are swapped for more predictable but lower recurring revenues. There is often a revenue dip to start that needs careful management.

[2niffy] 22/1/2019 07:35

Brokers had been expecting year end cash of 4.8m. Provision in last years account regarding disputed contract only 250k. We could do with a little more clarity regarding both issues. Markets hate uncertainty.

[mw8156] 22/1/2019 07:13

all cylinders but would the contract dispute/court action be material if it goes against them?

[p1nkfish] 22/1/2019 07:08

Very positive update, firing on all cylinders.
Excellent.

[p1nkfish] 21/1/2019 17:52

Surely an update by the end of January. Has been the last few years.

Looking for SEND to be chugging along and Cyto and Knowledgeable to be perky.