gretel
12 Apr 2017
Looking much better online now That's interesting - after some decent buying today the maximum you can buy online has dropped rapidly to just 50,000 shares at 17p (from well over 200,000 previously).
gretel
10 Apr 2017
Buying opportuntiy imho Hard to believe the tick down today. Hopefully more IC readers will buy in this week.The latest forecasts per Share.com are: this year : 1.5p EPS, 0.5p dividend next year : 1.6p EPS, 0.6p dividendA current year P/E of 11 is hardly appropriate given everything we know imo. If I wasn't already overweight here in cost terms I'd certainly be buying more.
S-Moonraker
10 Apr 2017
Re: Tipped in the IC today Thanks Gretel - fully expected if would be considerably larger!I was wrong about the RNS anyway. 2+2 is not 5 after all 
I'm not wrong about this share though - only going one way this!
gretel
10 Apr 2017
Re: Tipped in the IC today Here's the full IC tip - just to clarify the below, Panmure are forecasting 1.5p EPS this year:"Higher energy prices from the UK's big utilities providers have been roundly criticised by all and sundry. And the announcements from the companies themselves read like grovelling apologies. For Inspired Energy (INSE), however, increased prices create an opportunity for growth.Inspired Energy provides energy procurement, management and analysis for companies, helping them to save money on their power bills. It is focused on large companies and, for example, in 2016 signed up speciality chemicals supplier Victrex (VCT) and building products supplier Travis Perkins (TPK). The corporate business accounts for 76 per cent of group revenues. The remainder of revenue comes from focusing on small companies (so-called SMEs) in an operation similar to rival Utilitywise (UTW). That said, Inspired's bosses claim "no huge growth ambitions in SME". The group has demonstrated impressive growth in recent years, reaching all-time highs for revenues, profits and order book in 2016. Management attributes this to record renewals and the successful integration of Informed Business Solutions, an energy procurement and environmental compliance consultancy, which it bought in September for £2.25m. The company's corporate procurement order book is a reliable indicator of future performance, and has grown consistently since 2012, although revenues may be in danger if clients use less energy than Inspired expects. At its latest full-year results, released in March, the order book stood at £28m, up 14 per cent year on year. Inspired also has a good record for maintaining existing clients. Retention levels are at 85 per cent across the group and at 100 per cent for its risk management division. Management plans for growth to be split between underlying organic and acquisitions. It has already made six acquisitions since its shares were floated on the Alternative Investment Market in 2011. It targets companies that can offer additional services or technical capabilities, increased sector diversification or access to new regions. It funds these acquisitions through a combination of debt and new equity. Net debt was highish at £10.8m at 31 December 2016, a rise of 21 per cent on the year as Inspired paid cash for three acquisitions. During the year Inspired agreed a £1.5m revolving credit facility and a £3.5m acquisition facility, of which £1.75m remains undrawn. Meanwhile, its shares look cheap relative to similar companies. Data provider Sharepad gives a forecast PE ratio of 12 times, well below rivals such as Good Energy Group (GOOD), Smart Metering Systems(SMS) and Yü Group (YU), whose shares are all rated in the 20s. True, Inspired's rating is higher than that of Utilitywise, whose shares trade on just 8.4 times forecast earnings. Analysts at broker Panmure Gordon say Inspired's shares justify their premium because the company has less reliance on SMEs and all of its £12m of receivables should be turned into cash within 12 months.IC VIEW:Investors seem to be overlooking Inspired's impressive prospects. Its rating is close to the low-growth utilities providers it feeds off, but should be that of a lively growth agent that benefits from big business's dissatisfaction with high energy prices. Buy."
gretel
07 Apr 2017
Tipped in the IC today Good to see INSE getting positive PR - a long way to go from here imo.S_Moonraker, funnily enough along with "winning streak" I also own larger than average portfolio positions in both INSE and IQE. I don't normally disclose size of positions, but I will just say it's larger than yours...
winningstreak
03 Apr 2017
Re: Panmure say Buy with 21p target I have first hand experience of negotiating a price for my electricity for my small business. It is complex to ensure the best deal, therefore I think advicefrom INSE will be essential for many businesses, and savings can be substantial.I believe INSE has a great future, I believe the share price is low at the moment, ready to rise.wsp.s. As for messengers, I mean 'pump and dump' style messengers. There are plentyof those about.
S-Moonraker
03 Apr 2017
Re: Panmure say Buy with 21p target Not sure I understand your comment on messengers WS. I bought into this share on the back of recent press and energy price increases and the fact that I'm local to the company and have dealings with one of their competitors. Appreciate the thought though!And regarding the shares RNS, I still find it a bit strange that they didn't just tell us on Thursday. Maybe I'm getting 5 from 2+2 and it's just wishful thinking!
winningstreak
03 Apr 2017
Re: Panmure say Buy with 21p target Moonraker - The 1.6 million shares are new shares issued by the Companyto satisfy options exercised by directors or employees.wsP.S. Be careful with relying on messengers for your investment decisions, asoften the messenger has his/her own interest at heart.
S-Moonraker
31 Mar 2017
Re: Panmure say Buy with 21p target WS - appreciate you giving insight into your holding. I suspect you hold many more shares than I, but I have a full time job and a young family so not much disposable to put into shares, otherwise I would certainly hold more here.Slightly off topic, but I found yesterday's RNS strange. Why tell us about a transaction days in advance of it taking place? Do they expect a big buyer or seller in the coming days and therefore needed to? Or is something else afoot? Another acquisition maybe?Thoughts?Personally, I wouldn't be surprised at another RNS early next week due to one or more of the above. Otherwise why not just tell us on the 5th...?
winningstreak
31 Mar 2017
Re: Panmure say Buy with 21p target Share price as low as 16p this morning. How long does it take forpeople to see a bargain. Do we all really have to wait for a tip inan investors magazine to open our eyes? Well, I for one make upmy own mind, I am seriously stocked up with INSE shares. Pretty sure we'll see 18p before very long. I hold long term.Cheers,ws
winningstreak
30 Mar 2017
Re: Panmure say Buy with 21p target INSE is the second largest holding in my portfolio, with IQE being my first largest.Both have performed well from my starting points. Both have excellent future Growth prospects, with their share prices likely to move north a good bit yet. INSE'sshare price right now at 16.5p is looking jolly cheap, which won't last for long,I would buy more if I was not for my self imposed maximum limit for a single stock.IMHO,ws
S-Moonraker
28 Mar 2017
Re: Panmure say Buy with 21p target Seems to be just the three of us on here! My shareholding is only small (50,000 shares), unless you guys hold a huge amount then there's a lot of quiet holders.Do you guys hold big chunks? (if you don't mind sharing!)Moony
gretel
27 Mar 2017
Panmure say Buy with 21p target A couple of points from Panmure's note today FYI....Firstly, "Sharply rising energy prices are likely to drive demand for INSE’s services in our view. Electricity price volatility is at its highest level since 2003, and power prices have risen 30%+ over last 12 months."Secondly, they already forecast 1.5p EPS this year, but "consider the strong order book growth as supportive to the possibility of upgrades to revenue consensus in due course".Finally, INSE "trade on an unmerited c.20% discount to the market. Our 21p target price suggests a 2017 PE rating of only 14x, an undemanding multiple for INSE’s strong organic growth, impressive margins, rapid deleveraging and high-visibility. The shares replaced those of SMS.L recently as our top-pick in the energy services subsector, after the latter doubled last year."
S-Moonraker
27 Mar 2017
Re: Excellent results today Thanks Gretel. Completely agree.Unless they were hoping for some further acquisition announcement built into the results...
gretel
27 Mar 2017
Re: Excellent results today Panmure Gordon say Buy this morning and have reiterated their 1.5p EPS forecast for this year.That puts INSE on a current year P/E of just 10.8 for this year.I've bought some more following the small profit-taking this morning. It's bamboozling to me why traders bother buying shares in the run-up to results hoping for some mythical 50% rise immediately after those results - it never, ever happens except in extremely rare circumstances.However, this gives the rest of us opportunities. The share price is already bouncing, and there's plenty of demand for shares online.
