gretel
30 Aug 2016
INSE just tipped as a Buy on T.M.F Nice tip for INSE just out:[link] prospectInspired Energy today reported a "strong performance" for the first half of the year, "delivering record growth on all fronts."Revenue was 56% higher than in the first half last year at £10.2m from £6.5m. Cash generated from operations was up 34% to £2.55m from £1.91m. Meanwhile, the procurement corporate order book -- "which provides strong visibility of revenues and is a consistent guide to the future performance of the [core] Corporate Division" -- increased by 69% to £25.7m from £15.2m.The growth was boosted by two acquisitions in the second half of last year, but the performance is pretty impressive all the same. The acquisitions have been integrated on target and within budget and management is investigating further opportunities to "participate in industry consolidation."The criteria management has set for acquisitions look eminently sensible to me and combined with organic growth momentum suggest this business could have a bright future. Major shareholders -- who include key directors and notable small-cap institutional investors Miton Asset Management, Hargreave Hale and Slater Investments -- would appear to agree.The shares are trading at 13.75p, and with 480,215,860 shares in issue, the market capitalisation is £66m. I can see little in the way of coverage by City analysts, but annualising the first-half earnings per share of 0.62p gives an attractive full-year P/E of 11.1, and -- with year-on-year earnings growth of 24% -- an equally attractive price-to-earnings growth (PEG) ratio of 0.46. With a dividend yield in excess of 3% to boot, I rate the stock a buy."
gretel
30 Aug 2016
Panmure increase sales foreecasts Time to load up imo, to take advantage of the fact that there's presumably a seller out there who will run out of stock at some point. Good coverage here, including this from Panmure, who have a 19p target - 40% upside. They've increased sales forecasts for next year by 15% - which presumably also increases EPS from their forecast 1.35p EPS: http ://www.proactiveinvestors.co.uk/companies/news/129813/inspired-energy-reports-record-half-year-results "Inspired Energy plc (LON:INSE) reported “record results” for the half year ended June, with revenues up 56% and gross profit up 62% on last year. Revenues stood at £10.1mln for the period, compared to £6.52mln last year. Gross profit stood at £7.95mln, from £4.9mln last year. Adjusted earnings (EBITDA) stood at £3.75mln, a 52% increase from £2.46mln the same period last year.... .....Analysts at Panmure Gordon issued a target price of 19p, a 40% upside to its current share price, citing “strong cash conversion and exceptional revenue visibility”.The broker upgraded its sales forecast for the next year by 15% to “reflect the on-going strength in the corporate order book”."
winningstreak
30 Aug 2016
Re: Excellent H1 results today Inspired Energy (INSE) excels at producing excellent results. Not many companies this good to be found in the market.Future looks bright, very bright. Well done INSE! ws
gretel
30 Aug 2016
Excellent H1 results today Great results - and outlook - this morning.0.62p EPS and a 30% divi increase to 0.13p indicates that the full year results will be well ahead of consensus expectations of 1.09p EPS, and also of the highest analyst forecast of 1.19p EPS.The order book is up 70% on last year!With the "largest ever contract" having just been signed by the Corporate division, the outlook talks about record results and says it all:"Outlook The Group's acquisition strategy has delivered great results as demonstrated by the success achieved by the acquisition and integration of WPUK and STC, while organic growth momentum has continued. Since 30 June 2016, and through the enlarged teams working together, we have signed our largest ever account within the Corporate Division and are confident we will deliver another set of record results for the year ended 31 December 2016 enabling us to looking ahead into FY 2017 with even greater confidence. The Corporate Division continues to go from strength to strength and we are excited by the opportunities which can now be maximised from the enhanced breadth and depth of skills and expertise that we can provide to our expanding customer base. On behalf of the Board, I would like to thank all of the Inspired team for the hard work over the past six months, as we look forward to completing another exciting year of growth and development of the business. "
winningstreak
09 Aug 2016
Topped up Took advantage of the dip, topped up 50k at 12p, opportunity did not last long,now 12.25p for further top up.INSE is in my view a litlle jewel of a Company, making excellent progress,seriously well managed. And share price still low! In short, a rare find.IMHO,ws
winningstreak
09 Aug 2016
Re: Share price moving back up Unwarranted dip today. Should suit those sitting on the fence wanting to get in.INSE, in my books, is one of the few Companies stocks where management cannot be faulted, and therefore there is considerable potential for the shares to eventually show a prolonged handsome rise.Like with AMS in the early days, a little patience here is likely to be very well rewarded.IMHO,ws
gretel
12 Jul 2016
Share price moving back up Good to see the share price bouncing.And I got INSE's dividend yesterday, so a nice double whammy.
gretel
06 Jul 2016
Mark Slater buying more RNS - Mark Slater is buying again. He had 26m in January and now has 28.73m, or above 6%:[link]
winningstreak
01 Jul 2016
Topped up Topped up twice since yesterday morning, my trades are now showing but wereat 12.05p and 12p. Feel very comfortable with that. The shares are worth at least15p, IMO.ws
winningstreak
30 Jun 2016
Re: Looking extremely cheap I quite agree. Best value share in the market along with MACF, in my view.ws
gretel
30 Jun 2016
Looking extremely cheap RNS today - interims will be out on 30th August.Worth remembering that:- Panmure forecast 1.19p EPS this year and 1.35p EPS next year- the prelims outlook noted:"The momentum from 2015 has carried through to the first quarter of this year, with the Procurement Corporate Order Book growing to £25.5 million. We are seeing the trend for growth in the year continuing on a positive trajectory." This is extremely undervalued on a single-figure forward P/E even assuming the results are merely in line with the above forecasts and outlook.
gretel
23 Jun 2016
Tipped by Panmure Gordon Panmure Gordon have tipped INSE to thrive if the UK votes to Remain....the tip is perfectly valid even if the vote is Leave AFAICS, but still, it's good to get the coverage:[link] "Inspired Energy Target Price: 19pDealing in energy procurement for commercial and industrial clients, Inspired showed growing momentum in March's prelims when it announced a surprise dividend hike three times larger than Panmure expected.Still, the company has underperformed over the last quarter and the shares now trade on just 10.6 times forward earnings.Both of its divisions have performed well: a 40 per cent jump in its corporate business is nearly all organic, given the timings of recent acquisitions, and its small and medium-sized enterprises arm achieved record sales.Analyst Michael Donnelly reckons the shares are worth 50 per cent more at 19p."
winningstreak
26 May 2016
Re: Looking encoraging online That suggests to me that market makers are confident of rising demand.ws
gretel
26 May 2016
Looking encoraging online You can only buy 50k maximum at the full 14.5p offer, but you can sell 150k at a premium at 13.78p.
gretel
23 May 2016
Good news today Further encouraging news today, with the STC acquisition exceeding expectations in terms of financial performance. The CEO's comments are particularly positive:[link] Janet Thornton, CEO of Inspired said: "The acquisition of STC in November 2015 has more than proved itself, as it has outperformed the challenging targets we set the team, who brought new skills, services and strategic options to the Group. The alignment between the existing Corporate division and the STC team is providing significant incremental revenue opportunities, with notable new client wins from large multi-site retailers, county councils and housing associations."
