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Last post: Monkshood, 30 Aug 2023 08:39
Another good company bought out by PE. Still a nice premium to the closing price.
Started: Troajan, 7 Sep 2022 17:25
Last post: Troajan, 7 Sep 2022 17:25
Agreed a very strong presentation and a very clear and strong short, medium and long term outlook.
I could, however, do without the woke nonsense at the end, thankfully it was only time and I hope it is not a trend. While I am happy that good staff are well rewarded to then say that most staff only come to work for the knowledge that they play a small part in helping bring life saving therapeutics to market, rather suggests that management should not be paying them inflation busting wage increases and telling them to work longer hours in order to maximise their own utility.
great presentation - bullish outlook.
wage inflation will be offset by higher revenue.
strong buy!
Started: erratum, 12 Apr 2022 02:06
Last post: beechknot, 26 Apr 2022 13:05
Considering Purchasing here or Fertilizer share KP2 .
I'm still in this, top slice or top up according to the price. Topping up again today....
watch out below, ouch.
If I was to tell you that there was a business that was a key player in providing the digital infrastructure for regulatory record keeping, compliance and submission formatting for preclinical and clinical data for FDA and EMA clinical trials, If I was to tell you that, that company was profitable, growing both organically and via acquisition and on a valuation that was not outrageous, you would think the chat boards would be jammed with eager long-term investors keen to understand and research this company.
This is that company, and there has not been a post on this board for 1 year and 2 months. I love it, you can read and research away from the hype, you can buy in small blocks as and when your cash flow allows. A great business and great buying.
Started: Monkshood, 14 Jan 2021 08:04
Last post: Monkshood, 14 Jan 2021 08:04
Growing steadily in a difficult year. It looks like growth may have slowed slightly in H2 , however, net cash still increased by >2M (excluding the fund raise) so it more a case of not growing at the rate of 20% seen in H1. With the US more affected by covid in H2, and resultant problems with starting drug trails etc, this is probably not surprising.
This is still a good long term hold for me.
Started: Monkshood, 15 Dec 2020 08:14
Last post: Monkshood, 15 Dec 2020 08:14
Awarded new business worth c.£2.2m by one of its key clients.
Even more importantly - annual recurring revenue generated by the client is expected to increase by approximately £0.5 million
Started: DaddyAIM, 2 Oct 2020 21:10
Last post: Monkshood, 22 Nov 2020 12:26
I have had this on a watch list for a while. The investor presentation at the end of October made a convincing case for me.
It looks like the selling has stopped and the price bottomed out so have started a position in this now.
A couple of Proactive videos:
Interview with CEO Phil Reason https://www.proactiveinvestors.co.uk/companies/news/903254/instem-ready-to-snap-up-opportunities-903254.html
Brief mention by Proactive tech stock analyst Richard Jeans https://www.proactiveinvestors.co.uk/companies/news/930562/tech-in-focus-instem-alfa-financial-software-and-attraqt-930562.html
Revenue +20% to £14.0m (as pre-announced) with recurring revenues +19% to £8.4m, adj EBITDA £3.0m (H1'19: £1.7m), adj PBT £2.1m (H1'19 £0.8m) and dil EPS 9.0p (H1'19 1.9p). Cash pre-announced at £9.1m as of 30 June. As in July update, co notes all parts of business performed 'well', also highlighting increased earnings visibility with transition to SaaS and $1m contract win with South Korea-based Biotoxtech. Performance of leadscope 'especially pleasing'; ex. Leadscope, organic revenue grew +12% to £13.1m. Post period-end completed £15.75m fundraise to accelerate acquisition strategy and secured £0.7m contract win with a 'top 30 pharmaceutical company'. Trading into H2 'in line' with Board's expectations - anticipates momentum in H1 and post period-end will continue for full year. Trading at 3.5x Dec'20 EV/sales and 29x P/E, or 3.3x and 30x Dec'21.
Started: You_Having_a_Laugh, 26 Sep 2020 11:20
Last post: You_Having_a_Laugh, 26 Sep 2020 11:20
Chart still looks interesting even as price takes a breather. On a 5yr it looks like it could be in a rising pennant over the long term. Any break out to the upside could be very interesting indeed.
Started: oldabutnowisa, 1 Mar 2020 17:05
Last post: oldabutnowisa, 1 Mar 2020 17:05
cut this daisy to hold cash in this market. Good luck if you continue to hold .
Started: oldabutnowisa, 25 Jan 2020 21:17
Last post: oldabutnowisa, 25 Jan 2020 21:17
....you ain't no fool!
Started: oldabutnowisa, 14 Jan 2020 19:09
Last post: oldabutnowisa, 14 Jan 2020 19:09
INS announces excellent progress and their shares fall out of bed for the first time in ages. Maybe the holders were expecting a different RNS, like, for example, a bid? Anyway, now there is an opportunity to buy some INS in the New Year Sales.
Started: oldabutnowisa, 13 Jan 2020 08:44
Last post: oldabutnowisa, 13 Jan 2020 08:44
Onward and upward.
Started: oldabutnowisa, 11 Jan 2020 00:23
Last post: oldabutnowisa, 11 Jan 2020 00:23
Largish deals showing late at 411 and 468p - both as 'sells' but I suspect they were buys on exercise of options. If so, wiill get RNS in due course. The way this has been performing, it would not surprise me if something is afoot.
Started: oldabutnowisa, 9 Jan 2020 18:17
Last post: oldabutnowisa, 9 Jan 2020 18:17
I posted that I hoped for £5 by end of 2020. That was 8 days ago! At SP 386p!!!!
I swear I have no inside info. Just a smallish time LTH. This is more than just interesting now.
Started: oldabutnowisa, 8 Jan 2020 19:06
Last post: oldabutnowisa, 8 Jan 2020 19:06
to be right once in a while. Enjoy the ride if you took my advice!
Started: oldabutnowisa, 1 Jan 2020 20:56
Last post: oldabutnowisa, 1 Jan 2020 20:56
My hunch (only) is that this co will either be over a fiver or taken over for more by end of year. Still far too small and under the radar. If you are reading and not a holder do a bit of homework like I did and then make your own mind up.
Started: oldbutnowisa, 15 Nov 2019 10:09
Last post: oldbutnowisa, 15 Nov 2019 10:09
Just as I predicted (I am Oldabutnowisa but LSE won't let me continue to use it!) And I shall be surprised if a mouldy 3p rise is all we get.
Started: oldabutnowisa, 16 Oct 2019 11:49
Last post: oldabutnowisa, 16 Oct 2019 11:49
Another sweet RNS. Just waiting and seeing. Can only end in bid or bolt on.
Started: oldabutnowisa, 14 Oct 2019 11:41
Last post: oldabutnowisa, 14 Oct 2019 11:41
...will one day be awakened by the bid of a handsome prince! Question is: 'When?'
Started: oldabutnowisa, 13 Sep 2019 10:07
Last post: oldabutnowisa, 13 Sep 2019 10:07
Results ten days away and will be good. Nothing (naturally) about bolt-on / takeover bid but cannot see thyis staying same for too long now. I expect a run-up to 23rd since this is very tightly held.
Started: oldabutnowisa, 3 Sep 2019 17:18
Last post: oldabutnowisa, 3 Sep 2019 17:18
Probably timed it wrong but got aq strong vibe this is going skyward again soon.
Started: oldabutnowisa, 24 Aug 2019 09:52
Last post: oldabutnowisa, 24 Aug 2019 09:52
SP dribbling back a scrap but no reason why this beauty should disappoint next month. Thinking about making the portfolio even more unbalanced by adding a bit to this holding. The only trouble is that the market is Yuck and Brexit will be a month nearer. Hmmmm.
Started: oldabutnowisa, 19 Jul 2019 23:04
Last post: oldabutnowisa, 19 Jul 2019 23:04
At some point soon INS have to RNS or announce they know no reason for the runup. Luvvely-jubbly!!
Started: oldabutnowisa, 15 Jul 2019 09:55
Last post: oldabutnowisa, 15 Jul 2019 09:55
Cash per share of c38p. Will they use it for a bolt-on acquisition or pay a divi at year-end? No clue in the RNS but have always said looking to expand. Definitely one to hold.
Started: oldabutnowisa, 8 Jul 2019 11:22
Last post: oldabutnowisa, 8 Jul 2019 11:22
Sundays all gloomy so I sold off quite a few UKs today but not these. Very tightly held and peeps still paying over the top to squeeze a handful onto the market. Definite good feeling about this outfit.