winningstreak
31 Aug 2017
Re: New all-time highs today Price rising, yet PE-ratio still quite low for this progressive company paying good dividends.IMO,ws
gretel
31 Aug 2017
New all-time highs today after Peel Hunt's initiation yesterday - and also a £1m+ trade at 20.5p which may have removed an overhang.
gretel
30 Aug 2017
Peel hunt initiate : Buy with 25p target Excellent news - Peel Hunt have today initiated coverage with a Buy and a 25p target:[link]
gretel
24 Aug 2017
Tipped on Motley Fool which should bring in some more interest:[link] I'd buy Inspired Energy plc over BT Group plcThe Motley Fool 22 Aug 2017, 12:29 Energy procurement consultancy Inspired Energy(LSE: INSE) delivered another cracking set of interim results this morning with revenue 20% higher than a year ago, cash from operations shooting up 36% and earnings per share rising 26%.Growing order bookThese double-digit growth numbers are in line with the directors' expectations, and the share price has put on around 54% since the beginning of the year to stand at today's 20p, which reflects the firm's progress. Looking forward, the order book is around 60% higher than a year ago, which suggests more good performance ahead. The directors expressed their confidence in the outlook by raising the interim dividend 23%.Chief executive Janet Thornton reckons the growth in the order book is organic as well as via the firm's vibrant acquisition programme. During the period, it completed two bolt-on acquisitions and announced a third, a company called Horizon, after the first-half period ended. Horizon is based in Ireland, and the directors aim to build on operations there with the aim of making Inspired Energy a market leader in Ireland. Such potential international expansion suggests growth could have much further to run.Strong forecasts for earnings growthCity analysts following the firm estimate that earnings will increase 16% during 2017 and 16% in 2018, which looks attractive if they are correct. Meanwhile, today's 20p share price throws out a forward price-to-earnings (P/E) rating just under 12 for 2018 and a forward dividend yield running at almost 2.9%. Those forward earnings should cover the payout a healthy-looking three times, which is generous cover consistent with the directors' apparent view that plenty of ongoing opportunities exist to invest in the business for further growth.Inspired Energy is delivering well on growth and it's hard to make a case that the shares are expensive. I find the stock attractive and would rather take my chances on the firm's ongoing growth story than with a business that looks like it has gone ex-growth such as telecoms provider BT Group (LSE: BT.A)."
winningstreak
22 Aug 2017
Re: Panmure Gordon : 23p price target An uplift in H2 to EPS 0.82p and hey presto, we have EPS 1.6p for the year.Should not be too difficult to achieve 0.82p considering that earnings in H2 are generally above H1 (in part due to H2-weighting, and part due to rising trend in earnings anyway). Personally I expect Basic Adjusted EPS for the fullyear to come in above 1.6p, probably close to 1.7p.Cheers,ws
winningstreak
22 Aug 2017
Re: Panmure Gordon : 23p price target I take Adjusted Basic EPS (0.78p) to be the best guide of Co's actual performance.Cheers,ws
middler2
22 Aug 2017
Re: Panmure Gordon : 23p price target How can you make these judgements boys? I cannot find the latest PG forecast, so it is hard to be precise, but which EPS are you using? They quote basic at 0.37p, but there is also diluted basic, adjusted basic, adjusted diluted basic and alternate adjusted basic and alternate adjusted diluted basic. I agree the highest is 0.78p but I am baffled by which we should really use.
winningstreak
22 Aug 2017
Re: Panmure Gordon : 23p price target Gretel - I agree, I think we can safely pencil EPS 1.6p if not 1.7p for current year.Trend is H2 up on H1.IMHO,ws
gretel
22 Aug 2017
Panmure Gordon : 23p price target Panmure Gordon retain their 23p price target and their forecasts of 1.5p EPS this year and 1.8p EPS next year.Given that INSE achieved 52% of this year's forecast in H1 alone, I suspect that INSE will be trading ahead of expectations given that all 3 acquisitions this year are earnings-enhancing.
winningstreak
22 Aug 2017
Re: Terrific H1 results today Hear. hear!w.s.
gretel
22 Aug 2017
Terrific H1 results today Excellent H1 results - it's not often a CEO says this was "a fantastic period of growth for the Group: financially, operationally and strategically":[link] the order book is up 60% and looks great for some years going forward- acquisitions are bedding in successfully (two in H1 and the biggie subsequently)- the outlook is very bullish- "strong cash generation"- further acquisitions on the cardsOnce again INSE have delivered as expected.
gretel
18 Aug 2017
Tipped by Octopus fund manager The manager of the FP Octopus UK Micro Cap Growth fund believes INSE is a "hidden gem".If extrapolating from his suggested £20m+ PBT INSE makes say £17m PAT in the future, that would suggest a £238m m/cap on his P/E of 14 - more than double the current m/cap:[link] EnergyFirst up is Inspired Energy, which was founded at the turn of the millennium and floated onto the Alternative Investment Market (AIM) market in 2011. It provides consultancy for commercial and industrial clients who are looking to reduce energy costs and usage.Since its IPO, the stock has outperformed its FTSE AIM All-Share index by almost eight time with gains of 457.03 per cent."Inspired Energy did a placing in June this year of 14.5p to raise money to acquire a competitor in Ireland," Power explained."We started investing in this company in our EIS [Enterprise Investment Scheme] portfolios about seven years ago when the company was making a profit of £1m. Today it's making profit of £10m and, with this Irish acquisition, that will jump to £14m so it will be very earnings-enhancing for them."With a £75m market cap it's just under the radar of the bigger small-cap investors so, on the back of this acquisition they've completed and some share price appreciation following the acquisition, we expect it to appear on the radar screen and re-rate to nearer 12x or 14x earnings."We think you will see this company continue to make acquisitions and to do well. We think it will make profits north of £20m over the next few years."
gretel
18 Aug 2017
Still looking good value Nice and stable here at around these new highs. Forecasts are at 1.55p EPS this year rising to 1.81p EPS next year (with 0.5p and 0.6p dividends).That's a P/E of 13.1 falling to just 11.2 - and a PEG of only 0.77. So still pretty cheap imo.
shabby 2 sox
14 Aug 2017
Re: New highs today Thanks for your post Willow67. Very helpful as I am looking to invest in INSE and like to see posts that offer a counterweight to the general consensus.S
winningstreak
08 Aug 2017
Re: New all-time highs now INSE is an outstandingly good company, extremely well run, operatingin a growth market where INSE's services are increasingly popular andneeded. Looking at consensus forecast EPS of 1.5p for the current financial year the shares deserve to rise a good but further still, with fair value of 30p possible at some time this year. When mediocre performing companies (and there are plenty of those) have their shares trading on a PE-Ratio in excess of 25 (and plenty do) then I don't see why INSE's shares should not trade on a forward PE-ratio of at least 20, i.e. 30p a share. No hurry for me though, I intend to hold long term, very long term.Cheers,wsp.s. OPG should perform well, very well, on positive trading update/news.
