RE: Q1 20213 May 2021 13:53
Hi Monkshood - I sold up on Inspecs when i changed ISA provider and sorely wished i stayed onboard. I'm looking to get back in, so have to get over the emotional lump of buying in for more than i sold for. I agree its light on the detail and very little comment from others, i really like the company and believe in the potential, I'm looking forward to see the EBIT from the combination of existing business and the two acquisitions. $67m revenue in qtr 1 - could possibly be $260m pa(?) not sure what the exit rate would be at end of first qtr. EBIT say 8-9% would value the business at anything up to 20 times EBIT. I hope it stays off radar until i've bought some shares:)