gretel
04 Nov 2016
Miton buying more INSE RNS - good to see the mighty Miton increasing their holding to above 10%. Although they've bought 5m in the placing per this RNS, they actually only had 41.9m shares at 14th August, so they'd already bought another 2m before this placing. And also the Business Growth Fund PLC took £2m of shares in the placing:[link] list of shareholders reads like a Who's Who now - Slater, Miton, Giles Hargreave, Livingbridge etc:[link]
gretel
01 Nov 2016
Re: Placing Indeed - encouraging that institutional investors are happy to take £5m of shares between them at 13.25p.The good news story here will continue if the Thorntons wish to retain their reputation and sell further blocks of shares in the long term.The January update should therefore hopefully confirm the outlook from the interims:"The momentum built in the last two years continues unabated with the second half of the year starting strongly. Since 30 June 2016, a major retail focussed corporate customer of STC, having engaged with Inspired's Risk Managed Team, has entered into a contract that is now the largest signed by the Group to date. We look forward to delivering another set of strong results for the year ended 31 December 2016. With the continued growth in the Corporate Order Book the Board is confident that the Group is well positioned for the medium term."
winningstreak
28 Oct 2016
Placing Today's announcement of the successful secondary placing tells me that thereis considerable behind the scenes institutional demand.ws
gretel
30 Sep 2016
Panmure increase forecasts Panmure reiterate their Buy and 19p target here after yesterday's acquisition:[link] forecasts have increased for next year to 1.35p EPS (with a 0.45p dividend).At 14.5p INSE are looking better and better value.
gretel
30 Sep 2016
Sizeable director share purchase Great to see an NED buying £50,000 of stock - and at 14.5p too.Plus it's his maiden purchase, which is also an encouraging sign:[link]
winningstreak
29 Sep 2016
Re: Shore Capital increase forecasts I could not agree more, INSE is doing the right things all the time.With EPS forecast at 1.28p by Shore, it would be reasonable to expect the share price to gradually move to a forward PE of 14,which in my books translates into a share price of close on 18p.Cheers,ws
gretel
29 Sep 2016
Shore Capital increase forecasts Apparently Shore have increased next year's EPS forecast to 1.28p.At 14p that's a P/E of only 10.9.Even better value now.
gretel
29 Sep 2016
RNS - earnings-enahncing acquisition Excellent - another earnings-enhancing acquisition for an initial £2.25m and maximum £4.25m, around 50% deferred based on earn-outs:[link] very good price based on historic £0.7m PBT. I particularly like this, which is somewhat underplayed: "Informed has also prepared itself for the forthcoming deregulation of water in England by implementing systems to support opportunities in Scotland, where water has already been deregulated"
gretel
26 Sep 2016
Tipped as cheap growth stock INSE are listed here as fourth cheapest and one of "10 growth stocks that are cheap as chips" on a PEG of just 0.5:[link] of the others are on much larger P/E ratings and/or are more cyclical than INSE imho.
gretel
21 Sep 2016
New highs now Great to see - nice 114k buy yesterday at 14.25pOnwards and upwards 
))
gretel
20 Sep 2016
On verge of new highs And a new interview with the CEO:[link]
winningstreak
05 Sep 2016
Re: Moving up again Feel very comfortable with my stake in this extremely well managed growth Company.Here we have a CEO we can fully trust to take the correct expansion decisions with the interest off the shareholders at heart. WS
gretel
05 Sep 2016
Moving up again Encouraging to see a tick up on just £1k of shares bought. Looking increasingly like those big trades on Thursday have cleared an overhang.With forecasts of 1.19p EPS and 1.35p EPS - plus a 3% or so dividend yield - INSE are still on a paltry rating for a company showing such growth (and ambition).
gretel
02 Sep 2016
New interview with CEO New video interview with the CEO: http ://www.proactiveinvestors.co.uk/companies/stocktube/5457/inspired-energy-plc-thriving-on-energy-market-complexity-5457.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-356345-proactivity+-+31%2F08%2F2016 "Inspired Energy plc thriving on energy market complexity 11:59 31 Aug 2016 Energy markets are becoming more complicated and that is good news for Inspired Energy (LON:INSE) according to Janet Thornton, chief executive. The company specialises in energy procurement and a growing number of UK businesses are turning to it to help navigate the supply maze. Interim sales surged by 56% driven by a combination of organic growth and acquisitions, but Thornton says there is much more to go for as more and more businesses hand over their energy requirements to an expert."
gretel
01 Sep 2016
Analyst comment : undervalued New CEO and analyst comment here:Http ://www.proactiveinvestors.co.uk/companies/news/129875/inspired-energy-posts-stellar-interim-performance-129875.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-356345-proactivity+-+31%2F08%2F2016"Inspired Energy posts stellar interim performance13:57 31 Aug 2016 Revenues in the six months to June 30 rose 56% to £10.16mln, adjusted profits advanced 44% to £3.31mln The latest set of results from Inspired Energy plc (LON:INSE) revealed a company in rude health, both financially and operationally.The AIM-listed group, which procures gas and electricity for companies, many of them large, blue-chip businesses, made major gains across the piece.Revenues in the six months to June 30 rose 56% to £10.16mln, adjusted profits advanced 44% to £3.31mln, while the dividend grew by just under third to 0.13p.A stellar performanceThis stellar performance was achieved while integrating two decent sized acquisitions, Wholesale Power UK Ltd and STC Energy and Carbon Holdings. The latter cost an initial £9mln, making it the firm’s biggest transaction to date.Stripping out the financial impact of the two recent purchases, organic growth was strong.And it should be noted the home-grown improvement was achieved without expanding the workforce.Cash generation for the period was £2.55mln, which reflects the increase in weighting of the corporate division, which helps large energy-hungry businesses such as foundries and food manufacturing buy gas and electricity.Corporate was responsible for 72% of turnover, compared with 68% this time last year, with the percentage contribution from small and medium-sized firms falling to 24%.Chief executive Janet Thornton is happy with the growth in this base of larger customers - which, it should be pointed out - hasn’t come at the expense of its smaller clients.Providing consultancy and procurement services for large businesses generates a strong and stable earnings stream, renewal rates are high and there is the opportunity to cross-sell other products and services.“We will see more of that as the switch continues into corporate,” Thornton told Proactive Investors.Order pipeline in excess of £25mlnAn order pipeline in excess of £25mln would tend to support that comment.Looking at the balance sheet, the company is carrying around £8mln of debt, which at one-times EBITDA is “manageable”, said finance director Paul Connor.In fact, there may even some headroom to make modest further acquisitions, he added.And there are opportunities out there, according to CEO Thornton with tighter regulation acting as a driver.“For some smaller businesses of say 10-15 staff, they can’t meet the current requirements."So they are prepared to sell; in fact it means there are a lot of businesses for sale,” she said.“We can move quickly if they are a good strategic fit. We are good at the retention.”With a supportive blue-chip investor base, there may be scope for larger, more ambitious buys.But just where might the company look? “Water is de-regulating so that’s exciting,” Thornton said.“The build-up and preparation for de-regulation means it could be a good earner for us on the corporate side.”As the current crop of acquisitions beds in, Inspired is showing it can eke out some fairly substantial synergies from these transactions.In fact the company was able to land a fairly significant new client when it began to cross-sell its services to STC’s client base.“This is a powerful example of the ability of management to target modestly sized acquisitions that have a material and rapid impact on revenues,” said Michael Donnelly, analyst at Panmure Gordon.The shares, which have drifted around 4% in the last three months and are now changing hands for around 14p, are worth 19p each, according to Donnelly.He points out the stock trades on a comparatively modest 10-times
