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Not sure the hostile posting for rivaldo is necessary, bargainhunter20.
Over the months/years s/he (rivaldo) has posted quite a bit of info which I'm not sure I would have found. It's up to the individual to look at any info with a critical eye and make their own mind up .
As for your posting just having a go at a fellow poster without offering a well-supported counter argument, does seem a cheap shot. I know you've asked the question about why the sp is performing the way it is but rather than just having a pop at someone who presents info which suggests the sp doesn't make sense, it might be more helpful if you could offer some explanation rather than just being unduly aggressive towards other posters.
Anyhow, I for one, appreciate rivaldo's posts.
Have a nice day everyone. -.
Has this stock had a share spilt or something last time i looked it was 10p
@rivaldo - why do you re-post this sort of tripe? All those with interests in INSE will try and pump up the share price with these sorts of ridiculous statements and you seem to just re-post these without question. I dont see the benefit of this 'news' being posted in the chat as it doesnt provide any relation to the real-world share performance.
Right now the share price is performing poorly on a downward-sideways trajectory. I would be more interested to understand why this is the case considering all the perpetual 'good news' from Liberium and the so-called sage that is Ken Wooton.
Liberum have today issued their first update note on INSE since the consolidation.
They have a 200p target price. They forecast 13p EPS this year, with a 2.7p dividend, giving a current year P/E of 7.
They summarise:
"Inspired Plc*
Site visit highlights the value of Ignite
Yesterday, Inspired hosted a site visit that showcased the Ignite business. The synergies with Assurance Services mean Inspired is uniquely placed to take advantage of the large opportunity. Ignite uses data to identify potential energy wastage. A comprehensive view of a customer’s sites allows it to target the low hanging fruit first and maximise the saving. It can help customers cut energy
consumption by c.45% which can lead to new work and secure a revenue stream to monitor energy usage on an ongoing basis. Our FY 24 and FY 25 revenue estimates for
Optimisation Services are cautiously set.
The deed of variation signed with the vendors of Ignite on 22 May introduced stretching targets, that will be self-funding and incentivises the management team.
We maintain our BUY recommendation but increase our TP from 20p to 200p to reflect the stock consolidation of 10 shares for 1 effective on 3 July 2023. A CY 24 P/E of 7.0x represents growth at a reasonable price.
Yesterday, Inspired hosted a site visit at some of its Ignite (c. 50% of
Optimisation services) customers and showcased how the business is able to help its customers to significantly reduce their energy consumption and carbon emissions; saving them money and aiding them in their journey to net zero.
The synergies with Assurance Services mean Inspired is uniquely placed to take advantage of the large opportunity From its strong position in Energy Assurance Services, where it works with a range of blue chip clients, Inspired can cross sell into Optimisation services."
Ouch! Not looking good right now.
Yes basically more room to fall it seems. Really pointless exercise. Still it exceeded the brokers target of 20p with a liitle manipulation. Not quite so many to the pound
*seeming*
There has been a 10 to 1 consolidation, hence the seeing price leap.
900% up and no one interested here?!
Another uninspired rns
Any ideas why share price has fallen 15% over the last month?
Gresham have added a further 7m shares and now own 29.55%. Another 0.5% and they'll have to make an offer for the company :o))
Https://uk.advfn.com/stock-market/london/inspired-INSE/share-news/Inspired-PLC-Holdings-in-Company/91331417
Yes but Ken Wooton said.... ;)
Massive sells again. What is going at this company. Hopelesscommunicators, or rather they just don’t
Ken Wooton did a presentation on Tuesday at the Mello investment conference on behalf of Strategic Equity Capital/Gresham House. They of course have a large holding in INSE, and Ken ran through a few companies in their portfolio. INSE was one of the companies he highlighted.
In particular it was good to hear him confirm that he and other large shareholders had been consulted and approved the recent renegotiation of the Ignite deferred consideration.
Liberum say Buy with a 20p valuation after today's news. Here's their summary and conclusion:
"Inspired announces a Deed of variation signed with the vendors of Ignite. It provides maximum additional consideration of £9.25m. We make four key points: 1) The new earn-out requires delivery of certain targets, which our analysis shows, are stretching. 2) The statement says the additional contingent consideration (CC) is self-funding. 3) The purpose is to incentivise the Ignite management. 4) The
acquisition of Ignite remains an attractive deal, with a possible CY 24 EV/EBITDA of 2.7x. We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x
represents growth at a reasonable price."
"We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x represents growth at a reasonable price
We maintain our BUY recommendation and TP of 20p; A CY 23 P/E of 9.4x represents growth at a reasonable price. The strong credentials should become a positive share price driver, even though Inspired still trades like an energy company. Using a sum of the parts, we derive our target price of 20p."
Overall this looks promising for INSE imo, extending the timeline for the Ignite consideration out to 2027 and presumably locking in their management until then for a growth phase which could transform INSE.
Obviously the preferable option would be no additional consideration, but it's easy to see that Covid knocked out two years of calculations for the initial agreement, so a renegotiation was always on the cards and getting consensus on strategy through to 2027 strikes me as a good thing.
Nice 250,000 share buy at the full 12.5p offer reported after the close, coming after a 300,000 buy also at 12.5p just before the close.
Still rising and up another 0.5p today. That's still only a current year P/E of 8.9 given the forecast 1.37p EPS.
Up again today on big volumes again, which bodes well - 4.3m shares traded already.
But at 11,25p still on a P/E of just 8.2 given the forecast 1.37p EPS this year.
5.5m shares in two trades at 10.5p just reported late from Friday - so presumably buys and hopefully clearing an overhang given the tick up now.
Good to see the share price rising again today.
Oogleflugal, Ken Wootons Strategic Equity Capital have around 4.3% of their £152m fund in INSE as their 10th largest holding - so although Gresham House own 29.72% of INSE and would need to bid as you say if they bought more, I'm sure Strategic Equity could buy plenty more shares if they so desired:
Https://www.trustnet.com/factsheets/t/is29/strategic-equity-capital-plc
Riv, not sure he can without making a bid! I suppose he can buy for other trusts he runs. I very fortunately bought in to mgp a couple of times last month . It pays to follow Ken. I wonder if it is that success that has lifted this stock as he singles out mgp and inse as two holdings that have been wrongly overlooked by the market. I like the way he feels vindicated by his selections. I bet is quite stressful at times. Hard enough looking after your own portfolio. There are many interesting small caps across his funds that I amkeeping tabs on
Nice rise - hopefully just the start.
Ken Wooton (fund manager at Strategic Equity Capital (SEC)) has been a big fan of INSE and SEC is a large holder. He's had a big win this week with the takeover of MGP, which was his second biggest holding - hopefully he'll now buy some more INSE!