Re: Excellent results today ... yet the SP is falling again! What exactly were people expecting?
Excellent results today 1.27p EPS is well above forecasts of 1.1p and 1.19p from Shore Capital and Panmure Gordon.The 0.45p dividend is right at the top end of expectations.Order books are very high, with strong revenue visibility. And the outlook is great:"2017 has started positively with the performance seen in 2016 continuing into the current year and the Board is confident that the Group will continue to go from strength to strength in 2017."This year should produce 1.45p EPS or more, giving a current year P/E of only around 11 or 12.This is a very impressive, well-managed company.
Results Excellent! ws
Rising into Monday's results I can understand a bit of profit-taking from some, but Monday's results and outlook should be very strong, setting us up for current forecasts between 1.3p and 1.45p EPS this year, strongly up from 1.1p-1.19p last year.Which leaves INSE on a rather cheap rating. And the 0.5p dividend forecast for this year gives around a 3% yield too.
Handy price At 16.25p INSE's shares are at a handy price for those who want to board thiswell-captained, generally north sailing, ship.IMO,ws.
More regulatory change..... to benefit INSE....[link] "DCP 161, itâs time to make a changeâ¦13th March 2017 With the introduction of DCP 161 it is vital that businesses that are currently incurring excess capacity charges review their energy saving measures. In order to avoid additional charges businesses need to reduce demand at peak times. DCP 161 is a new measure introduced by Ofgem to ensure that half hourly (HH) supplies that exceed their assigned available capacity pay significantly more for any additional capacity. This initiative will be in full force by 1st April 2018.... ....How can Inspired Energy help? â We can analyse available capacity to establish whether an increase or decrease is required â We can negotiate new capacity charges if your supply or capacity contracts are due for renewal between now and April 2018 â We can help you to reduce your energy consumption to avoid excess charges."
New tip for INSE today INSE are tipped in a new iii article re 10 great stocks that meet Jim Slater's Zulu strategy rules:[link]
INSE to benefit from new regulations Good to see regulatory change which should lead to increased demand for INSE's services:[link] Clock is Ticking for P272 13th March 2017 Within the next couple of months there will be significant changes for business energy customers As of the 1st April 2017 your electricity bill is about to get a lot more complicated.What is P272? P272 is a modification to the Balancing and Settlement Code approved by the energy regulator OFGEM, affecting in excess of 160,000 sites across the UK...........How will P272 affect me?Your bills are about to get very confusing! While you may be able to take advantage of off-peak power, it also means that you may be stung by peak prices. Every energy supplier will roll out this switch in a different way and there are currently no set standards for peak times.How can Inspired Energy help?For more information about P272 take a look at our P272 FAQs"
Panmuire raise target price to 21p Excellent - Panmure Gordon have today raised their target price to 21p (from 19p). Even then, with 1.5p EPS forecast this year a 21p share price would only be a current year P/E of 14, so you can still see decent upside from there:[link]
Re: Tipped in Shares Magazine today We saw a c.15% rise the last time we were tipped in an article and this one is very bullish.Would be nice to head into the weekend north of 18p!
Tipped in Shares Magazine today Looks like a very positive article about INSE in today's Shares Mag:[link] predicts big things for Inspired Energy and Smart Metering SystemsInspired Energy (INSE:AIM) and Smart Metering Systems (SMS) are the two most mispriced stocks in the support services sector, claims Panmure Gordon analyst Michael Donnelly. He believes you could make a mint buying now as the market has made wrong assumptions about the stocks which should eventually be corrected. Their shares could trade much higher once investors properly understand each of ... "
Re: New highs now I can not give you a time, but I can say that the value of the shares, comparingwith other stocks, has to be the order of 20p+. A well run progressive companydeserves a PE-ratio of 15 or above.IMHO,ws
Re: New highs now So, WS, you think this will reach 20p some time soon? Is that with or without further acquisitions? Moony.
Re: New highs now In my view a PE-ratio of 15 or above would be justified for a smart growth company like INSE.ws
Re: New highs now Apologies - the current year P/E is now 12.6. Still pretty cheap though!