gretel
07 Mar 2017
Re: New highs now Up again - but at 17.375p still only on a current year P/E of 11.8 based on consensus 1.375p EPS forecasts.S-Moonraker, Simon Clayton, a vendor of an acquired business has sold his entire 26m share holding, which will no doubt have been picked up by institutions and will presumably be disclosed in RNS's over the coming weeks. This is great news - and as clearance of an overhang is probably the prime reason for the current re-rating.Hopefully a lot more to come here.
S-Moonraker
27 Feb 2017
Re: New highs now It's certainly good to see. The energy prices rises must be helping.I think we'll reach 18 or 19p by the end of March.Do you know what's going on in these RNS's? Has someone really sold 30.6m shares in the last few weeks? If so, imagine where the share price could have been without such a big seller....
gretel
24 Feb 2017
New highs now Good to see INSE above 15p and at new highs now.Forecasts for 2017 are still 1.45p EPS from Panmure and 1.3p EPS from Shore Capital (with 0.5p dividends). The P/E remains pretty low at 10 or 11 depending on which forecast you use.
gretel
20 Feb 2017
Still looks very cheap Great to see INSE attain new highs whilst I was on holiday following the Mail on Sunday tip.Plenty of upside still left in INSE imho given a current year P/E of only 10.7 based on 1.375p consensus EPS. I particularly liked this extract from the article:"Around 90 per cent of Inspired’s large customers stick with the business and contracts tend to run for several years, so a significant percentage of the company’s future revenues are already known."
winningstreak
14 Feb 2017
Re: Quiet... The shares are worth above 18p, therefore the rise to 15p is not entirely surprising.A well run Company, doing all the right things, can not remain undervalued.IMHO,ws
S-Moonraker
13 Feb 2017
Quiet... It's very quiet here today considering a 15% rise...!Is it all due to the This is money article or is something else brewing do we think?6m+ shares traded due to an article seems high, no?Moony
gretel
02 Feb 2017
Tipped INSE have been tipped by T.M.F - and it's even cheaper than they say when you consider Panmure's forecast of 1.45p EPS for this year, rather than Shore Capital's 1.3p EPS which they seem to have based their numbers on:[link] stocks with 25% immediate upside potentialThe Motley Fool Feb 1, 2017 Soft drinks supplier Britvic(LSE: BVIC) and energy procurement consultant Inspired Energy (LSE: INSE) delivered positive trading updates this week. Based on such good trading, I reckon there's around 25% immediate upside potential in each share price to get the valuations to a 'fair' level.""Meanwhile, AIM-listed Inspired Energy delivered an end-of-year trading update Monday trumpeting a 40% revenue gain, a 45% surge in earnings before interest, tax, depreciation and amortisation (EBITDA), and an order book that has swollen by 14% during 2016.The firm has grown both organically and by acquisition and chief executive, Janet Thornton said: "Inspired had a very strong 2016 in which the business delivered on its stated growth strategy... We continue to seek out attractive acquisitions and I am confident that 2017 will be another year of positive growth.""With its share price of 13.25p, Inspired Energy's P/E rating sits at just over 10 for 2017 and the dividend yield is projected to be 3.8% that year. Growth looks strong with analysts anticipating a surge in EPS of 19% during 2017.""Meanwhile, Inspired Energy's valuation seems conservative given the growth figures the firm keeps posting.What's a normal valuation?In my view, the market is being unfairly cautious on these two firms because both are trading well with apparently good prospects for further growth down the line. The median forecast P/E rating of all stocks with forward estimates for earnings runs around 14 on the London stock market. Re-rating to that level would see Inspired Energy put on more than 25%......If good trading continues and earnings keep increasing, we could easily see share price gains from here, and there's the comfort of a decent dividend in each case while we wait."
gretel
30 Jan 2017
Re: RNS : excellent trading update Panmure Gordon have this morning reiterated their forecasts as follows: - last year - 1.2p EPS, 0.5p divi - this year - 1.5p EPS, 0.5p diviThat's a current year P/E of 9.1, with 40% upside to their 19p target price.
winningstreak
30 Jan 2017
Re: RNS : excellent trading update I entirely agree! INSE cheapest quality stock in the market.Excellent CEO at the helm.ws
gretel
30 Jan 2017
RNS : excellent trading update [link] - nicely in line with consensus 1.15p EPS expectations - order books up healthily - strong start to this year, with 1.38p consensus EPS forecast (plus 0.5p dividend) - more acquisitions likely On a single-figure P/E for this year INSE are just much too cheap imho.
gretel
25 Jan 2017
Moving up, trading update any day now Nice 70k and 81k buys at 13.4p have caused a nice uptick today. The trading update has been 28th Jan in both the last two years - that's a Saturday this time, so hopefully next Monday morning to give a full week of response to what should be a good update
winningstreak
20 Jan 2017
Value As I have already pointed out earlier, II consider INSE the best value stock in my portfolio. Indeed, by far the best! There is simply no other sound and reliable growth company in the market on a PE-ratio as low as 10 (based today's shareprice of 13p and forecast EPS of 1.37p for current financial year).A PE-ratio of no less than 14 would be wholly appropriate here, thus pointing to a target share price of 19p+. I reckon we shall see substantial movement into that direction over the coming months. My bet is 16p+ before very long, i.e within six months from now. IMHO,ws
gretel
03 Jan 2017
Ticking up again Good to see an early tick up here.Consensus forecasts remain at a historic 1.14p EPS for 2016 and 1.37p EPS for this year - almost a single-digit P/E and a PEG of just 0.5.Plus a sizeable dividend too (0.42p and 0.5p respectively).
gretel
21 Nov 2016
Moving up, very low P/E Nice buying today - 601,000 shares reported bought today in 4 tranches at up to 13p.I note that Panmure now forecast 1.45p EPS for the year starting in only 2 months' time. A P/E of just 8.8 means there's upside of at least 50% from here imo at a current 12.75p.Shore Capital's lower forecast is still 1.3p EPS, which is also a single-digit P/E.
winningstreak
10 Nov 2016
Gift on a plate Looking at the proven fast growth in sales and EPS, as well as the handsome dividend growth, I cannot help but think that the shares at current price 12.75p (Buy) are no less than a gift on a plate. I managed to top up this morning at 12.6p, making INSE now the largest holding in my portfolio. I intend to hold long term, very long term.Cheers,ws
