Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Figures next week should be good and boost this SP sharply.
RNS due 16 Jan!
Last year trading RNS on 16 Jan. Tiny co will react violently to news either pos or neg but nothing up to now to suggest news will be other than good. So cashed in on weakness and av'd down a mite, See my previous post. Going places!
now own another 1% so just over 26%. So they are in charge of any possible bid. If the figures are good, expect an auction and SP to rocket for this microcap
No info but no reason to believe much has changed here. Just gritting teeth and holding on for improvement to show through. Only needs a few big boys to want large quantities for the SP to gap up (please!!)
is going on here?
one day this will go ballistic.
and disclosing 4.6p per share earnings for the half year. This might hit 10p for the full year (app £1.5M). Once market digests this - and fact this is an AI play - I still believe we will see a lift off.
Well, SP is back at what I paid and still 2 hours plus before market closes. Mon a.m Interim figures should appear and if we are making a profit I expect INS to leave its previous high of 334p as history. Every £160,000 profit for full year equates to 1p per share earned. More important is the impetus that INS seems to be gathering for the future. With very small free float (I reckon around 5M shares) it takes only tiny demand to affect the price (either way!). My view is that they are in the most exciting of businesses and it is one which would be almost impossible for a potential competitor to copy. Once the investment mags discover it, uplift could be significant. I only have a small interest but LTH.
If the results are as good as the co predicted, this tiny cap should move sharply up.
Bit odd when the recent RNS leads to expectation of great figures, but it is tightly held. Only needs one of the insiders to have a domestic and need cash for this to happen. Also market is rubbish right now. Time for more gritting of teeth!
If there is anyone out there, perhaps they could tell me why.
Topped up because results Sept and these are tightly held. Still feel INS is a real quality holding.
Looks like I timed my purchase right. This is going places.
Bought a few today. In the right field and maybe they have got the hiccup over with now. Small share cap so any rise in profit will have magnified effect. But please DYOR.
from 236 high on 7th March to 182 on the 23rd march and now to 226 today. #volatile
So Instem is back to 149p after hitting 187p. A stark pullback giving away all of it's gains after the results and contract win. Mr Market moves in mysterious ways.
Great RNS to wake up to. Can see this moving today, if ppl get in. Be back at 52 wk high in very soon :). GL All
On the recent weakness, added. £700k less paid out for acquisition, I think will come good in time as a bolt-on product, but delayed benefit, and the main man at the acquisition now sold out and overhang of his stock gone. Buy and hold in my book.
http://www.iii.co.uk/articles/342350/aims-most-obvious-takeover-targets?context=LSE:INS This is worth reading, look at the numbers. Earlier this week. http://www.iii.co.uk/articles/354994/instem-worth-24-more
https://www.youtube.com/watch?v=Cbdhe_Yx6CY Instem PLC (LON:INS) chief executive Phil Reason tells Proactive Investors that the company wants to “dominate” niche markets after it announced a solid first six months of trading in 2016. “We think we can do as we do in many other areas of our business and be a market leader in a particular niche,” Reason says. “We have some particular areas where we think we can dominate some of those niches.” Reason adds that the biotech industry, the company’s main market, has been “buoyant” for the last couple of years and he expects it to remain that way for the foreseeable future. “The contact research organisations that make up a lot of our client base today, their facilities are generally full as they conduct probably the largest numbers of studies they’ve ever enjoyed.”
INS is a consolidator in the life sciences IT market. The company provides software and services to help pharma companies to develop commercial drugs more efficiently and also to enable them to fulfil reporting and compliance regulations. Growth is coming from the implementation by the Food & Drug Administration (FDA) in the US of the Standard for Exchange of Non-clinical Data (SEND), which has to be adhered to by all drug developers. SEND became mandatory at the end of 2014 and Instem won the majority of the SEND business during 2015. Instem's strength in the SEND market would make it a good add-on for a rival. There is always plenty of regulation to provide opportunities for Instem. The European Medicines Agency (EMA) is implementing the standard developed by the ISO for the identification of medicinal products (IDMP). Companies will have to submit information and data on medicines and medical products in line with this format. At the end of May, Instem acquired regulatory information management services provider Samarind for up to £2.5m, which brings new customers to the group and is earnings enhancing. The software can be cross sold to SEND customers. This helps to offset the dilutive effect of raising £5 million from a placing earlier in the year in order to finance acquisitions. Instem pays dividends and has net cash that will continue to grow as cash is generated from operations. A pre-tax profit of £2.2 million is forecast for this year, rising to £2.8 million in 2017. The prospective 2017 multiple is 18.
http://tinyurl.com/zgkchvb Nigel Goldsmith, chief financial officer of Instem PLC (LON:INS) tells Proactive the firm had an “exceptionally good year in 2015”, which has given it a “very strong platform” for this year. The company, which develops software used in clinical trials, recorded significant year-on-year growth in 2015 as its main markets continue to expand. Revenues increased by 22% in the 12 months to December 31 to £16.3mln, £10mln of which were recurring. Instem also increased its cash reserves, and Goldsmith says this, combined with a £5mln fundraise, will allow the company to look at “new acquisitions” in a “fragmented sector” with “lots of opportunities”.
http://tinyurl.com/zgkchvb Nigel Goldsmith, chief financial officer of Instem PLC (LON:INS) tells Proactive the firm had an “exceptionally good year in 2015”, which has given it a “very strong platform” for this year. The company, which develops software used in clinical trials, recorded significant year-on-year growth in 2015 as its main markets continue to expand. Revenues increased by 22% in the 12 months to December 31 to £16.3mln, £10mln of which were recurring. Instem also increased its cash reserves, and Goldsmith says this, combined with a £5mln fundraise, will allow the company to look at “new acquisitions” in a “fragmented sector” with “lots of opportunities”.
anybody have a view on this downward shift?