Instem Share Discussion Threads

[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.”

[p1nkfish] 11/1/2020 23:02

Take-over would be little surprise. Great bolt-on to a CRO type but who could stump up £100M kind of price tag if at a premium to current price?

Perhaps current run up is on expectation of an approach?

[mw8156] 11/1/2020 22:01

big volume lately and pleasant surprise in the price action.
would/should have bought more in hindsight but was always wary of the liquidity and spread, shares very tightly held in a few hands but apparently excellent market position and presumably IHT free after 2yr.
relatively small cap and dominates its market-must therefore represent a candidate for takeover at some stage.

[p1nkfish] 09/1/2020 19:07

Not at all, just the usual, nothing to see here.

[henryatkin] 09/1/2020 17:00

Is there something we don't know about going on ?????

[p1nkfish] 08/1/2020 17:50

I am fond if this company.

Just does its stuff and gets on with it.

[davr0s] 08/1/2020 17:42

Yep long may it continue - what we don't need is posters ramping multiple times a day with their target calls

[lomax99] 08/1/2020 17:29

Nice rise, nice quiet board.

[wjccghcc] 27/11/2019 09:31

Probably Lombard Odier reducing. They're down from 22.5% to 17.5% but may still have a bit to go.

[mw8156] 27/11/2019 09:28

many small buys going through at 375 but the price not moving,so someone must be selling?

[sharesoc] 17/11/2019 23:10

Instem present at our next Manchester seminar on the 19th November which may be of interest to potential investors and current shareholders. More details and registration here:

[lomax99] 15/11/2019 17:44

The acquisition looks like a good fit.

[p1nkfish] 15/11/2019 16:00

The silence is a good sign imho.

[p1nkfish] 15/11/2019 08:07

Good fit acquisition in an area that is hard to muscle in on.
Not cheap but wouldn't expect it to be.
Instem are positioned for a bright future.
Just hope they can remain independent.

[lomax99] 31/10/2019 20:19

Not advocating trying to catch falling knives all the way down...

[davr0s] 31/10/2019 20:10

Making "calls" will also eventually gets you into trouble too. Like trying to call a coin toss

[lomax99] 31/10/2019 20:03

Not when the market has called the share price wrong.

[davr0s] 31/10/2019 19:30

I'm a holder but I'll never average down as that will eventually blow your account up