Insig Ai Plc Share Chat (INSG)

Looks a decent punt from this sort of level in my view. I'll be keeping an eye for further top up opportunities.

Today’s news looks interesting & will hopefully result in substantially increased revenues ?

Richard Bernstein, Chief Executive Officer, has gifted for nil consideration 6,000,000 ordinary shares of 1 pence each in the Company ("Ordinary Shares") to Trustees for the Richard Bernstein Charitable Trust.

A generous action, IMO

Still banging them sells out normally unknown trades

60k 😂😂

Thinking another equity raise soon, markets not so kind, lower price raise.

Markets not interested, seller still there

INSG c£0.8m revenues

SBDS c£10m revenues

INSG market cap c£20m

SBDS market cap c£3.5m

Madness

Not good numbers…

Compare to #SBDS - £3.5m market cap. c£10m revenues and now EBITDA positive

Recent client win - Major European Airliner

Dara Nasr on the board. Exceptional stuff for the market cap

Won’t be a good day

Cash as at 31 March 2026 was £0.1 million, rev. Point 8 million pounds half million pounds at 20p by director? No wounder share price sunk then brought back up when director going put in at 20p 4 half million, listing on nasd raise money I asume.

Could be placing too

Something positive brewing

Sleepy or what

I would think hope the next update would be about their pivot into Digital Assets. Personally I take great interest in them appointing someone of Lawrence’s experience and the fact he’s agreed an opinions package exercised at 50p.

Insig AI plc (AIM:INSG), a provider of AI-led analytics and machine learning solutions is pleased to announce that Lawrence Lundy-Bryan has been appointed its Digital Asset Adviser. This appointment follows the Company's recent announcement that it is considering various strategic options, one of which being establishing a fund dedicated to investments in digital assets and related enterprises.

Lawrence is an investor and strategist who combines early crypto experience with policy fluency and a broader technology lens. He was first involved in crypto in 2015 working with Intel on its distributed ledger technology strategy. He helped establish Outlier Ventures as Europe's first dedicated crypto fund in 2015 leading the investment strategy and research. Most recently, Lawrence has led research at Lunar Ventures, an early-stage deep tech venture fund.

Lawrence has contributed to policy through the UK Cryptoasset Taskforce led by HM Treasury, the FCA, and the Bank of England. He also participated in the EU Commission Observatory on Blockchain. Lawrence was an expert adviser to the World Economic Forum on Central Bank Digital Currencies.

The Company has granted to Lawrence Lundy-Bryan, options over 1,500,000 ordinary shares of 1 pence each in the Company ("Ordinary Shares") at an exercise price of 50p per Ordinary Share (the "Options").

Richard Bernstein, Chief Executive of Insig AI commented:

"We're delighted to have secured someone of Lawrence's experience, knowledge and network as we progress our strategy to target assets and opportunities with proven utility and overlooked fundamentals beyond the so-called headline of 'crypto assets'."

Lawrence Lundy-Bryan commented:

"I'm excited to now be working with Richard, Peter and the team at Insig AI in assessing the viability of what I hope will become London's leading listed digital asset vehicle. The scale of the opportunity is enormous."

Must just be trading update stuff then if it’s already pre planned. Could be negative if there’s no improvement on the previous set. Defo a weird set up here with large bod buying yet 💩 results

I’ve also been in communication with him and I can confirm that. I’m very happy to hold and accumulate.

Read a few whispers on Twitter that someone has spoke to RB who states lots going on in the background and update will come in March…

I’m a relatively new investor here but with all management having substantial skin in the game, with options exercising up to 50p I’m happy to wait and see how this plays out.

There’s some serious financial players involved in this company and the recent pivot into digital aligning with both the US and UK (especially if Reform get in) I think they’ll definitely get first mover advantage before regulations get passed.

This is vastly undervalued in my opinion.

It`s just very weak as U.S. investors continue the tech sell off.

I continue to hold for the mid-long term. gla

Yep, someone has had enough. Strong director buying from last March where RB and JW bought £200k of stock between them at 16p, and then JW been adding non stop on the way up to circa 23p.

That's why i'll continue to hold here and i'd like to think 16pish is the low (as per last Oct).

Only 20mill mcap... 16p looks a good entry level IMO.

Yes director buy but there's still seller dumping, may show u at end trading day

This is woeful. RB buying at 18-20p zone and look where INSG is.

Needs a management update on progress.

Continued push up now, a nice bit of momentum over the last 3-4 days. Looks bullish imo.

KKC

More buying from Bernstein @ 18.07p. He has a big holding around this level now.

Vest over three years with no performance criteria at 20p and 25p, nice cheap options especially at 20p over 3 years with no performance criteria meet,

Yes got frustrated seeing this drop, quite clearly some1 was dumping stock. bought some good while back on good tipster, interesting trading pattern,

Nice to see you more optimistic S49, it was like groundhog day reading your seller posts ;-)

KKC

At last, bottomed, back up, buying again

Very astute , steven.

Still dumping.

Nice price reaction today and some decent buys, so now looking for follow through into next week.

KKC

Fundamentals and digital fund aside, we are at the bottom of a rising trend line, in place since circa Oct 24. Price looks like it wants to hold here so the next batch of news would now be welcome to keep INSG on track.

Would like to think so yes, and not long I suspect until a new update. Mcap very low now imo for the new potential venture they are proposing.

Bottom in ?

I think it's crazy to be sub-20p.

Bernstein was buying a truckload at a then-premium of 20p. The floor is clearly signposted, as is direction of travel.

I think a few people, including ex-shareholder PIs will get caught out, when all they really need is patience.

I'd be gobsmacked if it goes below the September low of circa 16.5p

Didn`t see this deeper drop coming , decision`s , just hold or double up because it wasn`t long ago they paid 31p to get involved.

Dropping price, stop losses being activated. Big

Placing coming

Too much dumping of stock.

Looked good for almost 4 hours

Presumably the proposed fund ,once established,would be able to invest in InsG & trying to identify small quoted companies which the fund may invest in could be interesting.

Now *that* is a confident chair!

I like the board, their track record, their expertise, their connections, I like the area they're in, I like their "picks & shovels" approach to the rapidly growing AI market.

Successful investors often say that they back the board rather than the business. I think this is one of those cases. Sit back and let them do their thing :)

I don't have L2 access but I'm assuming the last few minutes have been purchases. Hard to tell but I'm assuming buys.

I do wonder how the Mello event went!?

Seller about.

A couple of good RNS's and next to no action, not until the dying hours of today.

Interesting to see what comes from the next few days, but AI tools if done right can be a massive benefit. Yes, there is a bubble / burst on the horizon, but I think that's more to do with the content creation slop we are seeing rather than business related summaries etc...

Fingers crossed for a little more uplifting prowess :)

Yo yo share price, disapointing c drop will continue hold longer term may add.

Banshee rightly pointed out my calculous was flawed because I used the incorrect shares outstanding figure.

Let's walk through the recalculation of potential funding scenarios for INSG's digital pivot:

Target raise amounts: £3 million and £5 million

Current shares in issue: 124,962,212

VWAP (estimated): 26p

Dilution scenarios: 15% and 20% (not unreasonable?)

Market context: The share price is depressed due to anticipated further dilution — a self-fulfilling prophecy common in small caps. Can we agree this is playing out.

1. Funding via Share Issuance at 26p

We assume the funding is raised entirely through equity at the VWAP.

£3 million raise

Shares to issue = £3,000,000 ÷ 26p = 11,538,462 shares

Post-raise total shares = 124,962,212 + 11,538,462 = 136,500,674

Dilution = (11,538,462 ÷ 136,500,674) = 8.45%

So, a £3 million raise at 26p results in 8.45% dilution.

£5 million raise

Shares to issue = £5,000,000 ÷ 26p = 19,230,769 shares

Post-raise total shares = 124,962,212 + 19,230,769 = 144,192,981

Dilution = (19,230,769 ÷ 144,192,981) = 13.33%

So, a £5 million raise at 26p results in 13.33% dilution.

2. Maximum Raise Under Fixed Dilution Scenarios

Now, let’s flip the equation: how much could INSG raise if the company capped dilution at 15% or 20%, still pricing the new shares at 26p?

15% Dilution Scenario

Target post-raise shares = 124,962,212 ÷ (@15%) = 147,014,367

New shares issued = 147,014,367 - 124,962,212 = 22,052,155 shares

Potential funding = 22,052,155 × 26p = £5.73 million

So, if INSG allowed up to 15% dilution, it could raise £5.73 million at 26p.

20% Dilution Scenario

Target post-raise shares = 124,962,212 ÷ (@20%) = ~156,202,765

New shares issued = 156,202,765 - 124,962,212 = 31,240,553 shares

Potential funding = 31,240,553 × 26p = ~£8.12 million

Thus, with 20% dilution, the company could raise £8.12 million at the same share price.

Timing is exceptionally important, and given Leading financial institutions — including the Bank of England and the IMF — are warning that the dramatic rise in AI-related stock valuations bears hallmarks of past market bubbles. As of October 2025, concerns are mounting that stretched valuations could unwind sharply if sentiment turns or AI’s transformative promises falter.

A potent mix of record capital inflows, elevated pricing, and investor FOMO has propelled major AI stocks to outsized positions in global indices — reminiscent of the pre-dotcom era. Analysts caution that even a modest shift in AI adoption expectations could trigger a broad market selloff.

A correction in AI valuations could disproportionately impact small caps — but for businesses like INSG, it also presents a moment to stand out through operational resilience and differentiated value.

I hope this helps.

Bernstein already holds 22% of INSG — still comfortably shy of the 30% threshold that would trigger a mandatory takeover bid. As for the company itself, its pivot towards digital assets necessitates a capital injection, with the realistic minimum likely in the region of £1–2 million, dictated by both regulatory requirements and operational demands.

INSIG’s strategic shift appears to be towards launching a listed investment vehicle or digital asset fund — a direction clearly telegraphed by recent board changes and the appointment of a specialist digital asset adviser. However, such ambitions are constrained by the company’s sharply limited resources: £329k in cash as of March 2025, and reportedly less now, owing to continued costs and deferred receivables.

I have not suggested "significant dilution". I merely point out that the probability of a capital raise — and therefore some degree of dilution — is high. With a current market capitalisation of £23 million at 32.4p per share, a £2 million raise would almost certainly be priced at a discount, reflective of current AIM market conditions and investor caution.

Dilution Scenarios:

Existing shares:

£23m ÷ 32.4p = ~70.99 million shares

Scenario 1: Raise £2m at 27.5p (15% discount):

7.27 million new shares issued

New total = 78.26 million

Dilution = 9.3%

Scenario 2: Raise £2m at 24.3p (25% discount):

8.23 million new shares issued

New total = 79.22 million

Dilution = 10.4%

Just profit taking from the recent gains I suspect. Did see quite a few good days.

Another raise ?

Placing shares?

10000 dumping today

Belgrano,

You deliberately sidestep the glaring problem.

How does one go from being a fully paid-up subscriber to Lemming Investor—a long-standing bull on INSG, no less—to suddenly branding me a ‘lapdog’ for merely signposting relevant research tied to current news? I shared a detailed and informative update, likely of interest to any discerning investor, and your response? A sneering dismissal: “An intro of guff, taking you to a pay site, by a lapdog.”

You once praised these very analysts. You even offered gift subscriptions. What changed—other than your mood?

Here there latest. https://lemminginvestor.substack.com/p/insig-ai-plc-35f

Obsisian/josh

Said sorry to Elrico because I wrongly accused him of assisting you in access to lemmings investor address list. He told me he didnt know you as the stalking troll you are .. Nothing more so don't make up more stories to please your childish ego.

I'd rather discuss this stock than play tit tat with a pr--.

I'm here to invest and make money, today has been another nice blue day.. how are you doing???? pants I'd wager.

Just had a call from a friend who told me my pet troll was back and hes right, we laughed about you.

So keep it on the stock and refrain from the player.

Belgrano,

You leave me with no choice, other than to expose your lies. And, further, given you accuse me of trolling you rather than engage as adults do, you make unfounded accusation. I will earn that badge, here and across A D V F N.

Taster: Quite the difference from the piffle you accuse Elric of producing.

belgrano

Posted in: SBTX

Posts: 4,105

Price: 16.75

No Opinion

RE: What a palaver?

8 Jul 2025 12:13

'For the sake of clarification like to say sorry to Elrico, and would highly recommend his Lemmings investor to any investor here.'

Edited version. Belgrano apologising for his lies and misinformation. Which cost him his subscription.

Investors pulled record amounts of cash out of equity funds during the third quarter amid concerns that an AI-fuelled boom in share prices could be poised for an abrupt halt.

More than £3.6bn flowed out of equity funds over the last three months, figures from Calastone show, with £1.2bn withdrawn in September alone.

Investors ran scared of “sky-high stock markets”, according to the data company’s latest Fund Flow Index. https://www.telegraph.co.uk/business/2025/10/07/uk-house-prices-french-bond-markets-ftse-100-latest

Belgrano,

The very same site you were busy applauding just a few weeks ago — before you pivoted to posting defamatory drivel YOU were force to make a public apology or face legal consequences. You really are a piece of work. Shall I dig out your past plaudits for all to enjoy, or would you prefer to save us the trouble and simply admit what’s patently obvious — that you’re a liar?

Yes, folks — let’s not forget that Belgrano once proudly subscribed to Lemming Investor, singing its praises for having an “uncanny ability to sniff out news.” He was even generous enough to offer gift subscriptions to fellow investors — all, coincidentally, while it was publishing in-depth reports on his beloved SBTX and INSG.

Caveat emptor, as they say. Be very careful where you place your trust when it comes to Belgrano.

https://psychological4investors.substack.com/p/psychological-assessment-of-belgranos

Took another 36530 shares this a.m.

Excellent write up from a self confessed crypto sceptic - in short explains why this is probably the UK’s only credible Ai powered digital asset investment fund option for those wanting exposure to the field and why the appointment announced yesterday is so relevant and exciting…

An intro of guff, taking you to a pay site, by a lapdog.

From a well-known crypto sceptic and seasoned investor comes a sharp analysis paired with potential funding scenarios and their ramifications. Essential reading. https://lemminginvestor.substack.com/p/insig-ai-plc-25f

Better chat on ADVFN on this stock, just a couple of naysayers to filter. Can PM me there for more private stock chat if anyone wishes...(with no paywall).

Right team in place as well, squeeze on stock already happening. City will love this fund if they can pull it off.

The board are being a little coy, but are clearly signposting where they think this is heading.

And aligning themselves with shareholders too.

They radiate confidence.

Clever investors who have been following the stock steadily taking positions before any formal announcements to the market.

Great appointment but is share price getting ahead of its self, lot day traders

Great surge in share price since director buy, think has, the product, high growth, good backing

I believe utilising digital assets will turn out to be more attractive than the current sole business model and return income at a much increased rate. End of the day its all about the money and if it can provide a heavy income stream its a sure fire winner.

From ADVFN.

Good point Shrewdmole, appointment was nearly 3 months ago , planning was prior to that. Plans are already in motion. More dots joined. We can take this as confirmed.

From 3rd July RNS

Richard Bernstein, CEO of Insig AI, commented:

"We are honoured to have access to Peter's wisdom, experience and insights. Given our plans, the timing is ideal."

Over 1m shares, more than he needed too. The board are very happy to purchase stock at current price, which was pre -announced.

2nd time emphasis placed on "pre -announced intension to purchase" . Wonder if that's to ward off any suspicions, of "insider trading", if something else announced soon which boosts share price.

In fairness those deals were pre determined and could have been announced and paid for anytime as long as he had the £200k spare.

Is it any wonder that the board wish to actively pursue additional pipelines to bring in faster greater revenue utilising AL.

Well certainly got my backing, just have to hang onto the coat tails.

Showing confidence at this price Richard Bernstein buying large, suggest others follow at this price.