View ValuationINSPECS Group 将来の成長Future 基準チェック /06 INSPECS Groupは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Medical Equipment 収益成長18.6%収益成長率2.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Feb 2026今後の成長に関する最新情報お知らせ • Nov 22INSPECS Group plc Provides Earnings Guidance for the Year Ending December 31, 2025INSPECS Group plc provided earnings guidance for the year ending December 31, 2025. As a result the Group now expects to report revenue of approximately £191m for the year ending 31 December 2025.Major Estimate Revision • Jun 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.011 to -UK£0.012 per share. Revenue forecast unchanged at UK£201.2m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 24% next year. Consensus price target up from UK£0.59 to UK£0.60. Share price rose 6.5% to UK£0.49 over the past week.お知らせ • Jun 03INSPECS Group plc Provides Earnings Guidance for the Full Year 2025INSPECS Group plc provided earnings guidance for the full year 2025. For the period, Company expects revenue to be broadly flat versus 2024.お知らせ • Dec 10Inspecs Group plc Provides Earnings Guidance for the Year Ending 31 December 2024Inspecs Group plc provided earnings guidance for the year ending 31 December 2024. For the year, the Board now expects to report revenue of c.£197 million (c.£202 million on a constant currency exchange rate basis).Major Estimate Revision • Dec 10Consensus EPS estimates fall by 339%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£209.3m to UK£196.5m. Losses expected to increase from UK£0.0041 per share to UK£0.018. Medical Equipment industry in the United Kingdom expected to see average net income growth of 23% next year. Consensus price target down from UK£1.02 to UK£0.60. Share price fell 12% to UK£0.43 over the past week.Major Estimate Revision • Sep 17Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.0029 to -UK£0.004 per share. Revenue forecast unchanged at UK£205.0m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 32% next year. Consensus price target up from UK£0.98 to UK£1.00. Share price rose 12% to UK£0.58 over the past week.すべての更新を表示Recent updatesお知らせ • Jul 31Inspecs Group plc Announces Shaun Smith Step Down as Non-Executive DirectorINSPECS Group plc announced that Shaun Smith stepped down as a Non-Executive Director of the Company. Since joining the Board in 2022 he served on both the Audit and Risk and Remuneration and Nomination Committees. As a member of the Transaction Committee, Shaun Smith helped the Company to navigate the series of unsolicited approaches it received in 2025, culminating in the recommended offer from Bidco 1125 Limited which closed earlier this year.お知らせ • Jul 16+ 1 more updateINSPECS Group plc Announces CFO ChangesINSPECS Group plc had announced the appointment of Robert Brodie as Chief Financial Officer. Robert is expected to join the Group in Autumn 2026, succeeding Chris Kay. Chris will remain with the Group on a consultancy basis to support an orderly transition. Robert is a Chartered Management Accountant (ACMA) with more than 20 years' finance leadership experience across manufacturing and product-focused businesses. He joined from City Energy Network, where he served as CFO. Prior to this, he was CFO of Steripack Group, an international designer and manufacturer of medical and pharmaceutical products. Earlier in his career, Robert was CFO of Direct Healthcare Group and held a number of senior finance roles with Crown Cork & Seal. He began his career with Ernst & Young. Robert brings significant experience of finance leadership, business integration, M&A, and international operations. Robert Benjamin Nathaniel Brodie, aged 51. Current Directorships and Partnerships: City Energy Facilities Management Limited, City Energy Network Limited, Eran Estates Limited, Heatforce (Wales) Limited and Laver Group Limited. Previous directorships and partnerships held in the past five years include Advance Energy Services Limited, C&J Evans Group Holdings 1 Ltd, CEN Holdco Limited, City Training Group Ltd, Consumer Energy Solutions Limited, DHG Bidco Ltd, Direct Healthcare Group Holdings Limited, Direct Healthcare Group Limited, Direct Healthcare Group Management Limited, Direct Healthcare Services Limited, Diversity Network Holdings Ltd, Dragon 2023 Bidco Limited, Dragon 2023 Midco Limited, Dragon 2023 Topco Limited, Ensera UK Bidco Ltd, Handicare Patient Handling Limited, Nightingale Care Beds Limited, Poshchair Medical Limited, Qbitus Products Limited, Simply Electric Metering Limited, Stark UK Topco (Guernsey) Ltd., Talley (Asia) Limited, Talley Group Limited, The Kirton Healthcare Group Limited and The Sylvan Corporation Limited.Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Shaun Michael Smith was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 20INSPECS Group plc has completed a Follow-on Equity Offering in the amount of £7.503001 million.INSPECS Group plc has completed a Follow-on Equity Offering in the amount of £7.503001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,503,001 Price\Range: £1 Transaction Features: Subsequent Direct Listingお知らせ • Jun 18INSPECS Group plc has filed a Follow-on Equity Offering in the amount of £7.503001 million.INSPECS Group plc has filed a Follow-on Equity Offering in the amount of £7.503001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,503,001 Price\Range: £1 Transaction Features: Subsequent Direct Listingお知らせ • Jun 09INSPECS Group plc, Annual General Meeting, Jun 30, 2026INSPECS Group plc, Annual General Meeting, Jun 30, 2026. Location: 100 liverpool street, ec2m 2at, london United KingdomNew Risk • May 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Significant insider selling over the past 3 months (UK£706k sold).お知らせ • May 20+ 1 more updateInspecs Group PLC Announces Appointment of Luke Johnson as Non-Executive Director and Board Committee Changes, Effective May 19, 2026Inspecs Group PLC announced that following the level of acceptances reached in connection with Bidco 1125 Limited's recent offer for the Company which closed on May 15, 2026, and at the request of Ian Livingstone and Luke Johnson, who together hold a majority of the shares in Bidco, the board of directors of the Company announces that Luke Johnson has been appointed as a non-executive director of the Company with immediate effective May 19, 2026. In addition, Ian Livingstone will act as a Board observer on behalf of Bidco, but will not have a right to vote at Board meetings. As part of his role, Mr. Johnson will join the Company's Audit and Risk and Remuneration and Nomination Committees. Mr. Luke Oliver Johnson, aged 64: Current Directorships and Partnerships: Albany Beck Holdings Limited, Almeida Theatre Catering Limited, All Star Lanes Limited, Almeida Theatre Company Limited, Assembly Festival Ltd, Curious Brewery Limited, Assembly Wings Ltd, Fiery Development Limited, Bidco 0126 Ltd, Galliard Group Limited, BIDCO 0824 Limited, Garden Retail Online Limited, Bidco 1125 Limited, ICR Enterprises Ltd, Bread Acquisitions Ltd, Meika Ltd, Bread Holdings Ltd, Northbank Talent Management Ltd, British Engineerium Trust Limited, RCP Co-Investment Partnership LP, Brompton Bicycle Limited, RCP II Founder Partner LP, Cradley Brook Ltd, Risk Capital Partners II (GP) Ltd, Fairport Homes Limited, Risk Capital Partners II (Scotland) Ltd, Fiery Angel Entertainment Limited, Risk Capital Partners LLP, Fiery Dragons II Limited, South Audley Street LLP, Fiery Dragons Ltd, Startup Britain Ltd, Forestrox Ltd, The Food Awards Company Limited, GAK TopCo Ltd, The Genuine Dining Company Ltd, Grain BIDCO Limited, The Institute of Cancer Research: Royal Cancer Hospital, Grain TopCo Ltd, Green Dragon Hotel Group Limited, Halesend Estate Ltd, JL20 Restaurants Ltd, JL25 Restaurants Ltd, John Wilkes Publishing Ltd, Johnson Webster Productions Limited, Kindred Partners International Ltd, Maison Johnson Limited, Midco 1125 Limited, Penyard House Acquisition Ltd, Risk Capital Ltd, Risk Capital Partners Holdings LLP, Searchlight Ventures Group Limited, Simpson Travel Bidco Limited, Simpson Travel TopCo Limited, Skeptics Ltd, Superbrands Ltd, The Brighton Pier Group PLC, The Free Speech Union Limited, The Revel Collective PLC, Threadneedle Entertainments Limited, UNIT 1 VICTORIA RD ASHFORD LTD, Xstrahl Group Holdings Limited. Previous Directorships and Partnerships (held in the past five years): Almeida Theatre Catering Limited, Almeida Theatre Company Limited, Curious Brewery Limited, Fiery Development Limited, Galliard Group Limited, Garden Retail Online Limited, ICR Enterprises Ltd, Meika Ltd, Northbank Talent Management Ltd, RCP Co-Investment Partnership LP, RCP II Founder Partner LP, Risk Capital Partners II (GP) Ltd, Risk Capital Partners II (Scotland) Ltd, Risk Capital Partners LLP, South Audley Street LLP, Startup Britain Ltd, The Food Awards Company Limited, The Genuine Dining Company Ltd, and The Institute of Cancer Research: Royal Cancer Hospital are listed as separate entities.Reported Earnings • May 14Full year 2025 earnings released: UK£0.094 loss per share (vs UK£0.045 loss in FY 2024)Full year 2025 results: UK£0.094 loss per share. Revenue: UK£191.7m (down 3.3% from FY 2024). Net loss: UK£3.29m (loss narrowed 29% from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Medical Equipment industry in the United Kingdom.New Risk • Apr 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Significant insider selling over the past 3 months (UK£706k sold).Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Shaun Michael Smith was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 01Inspecs Group plc Announces Board and Management ChangesInspecs Group plc announces an update to its Board and Executive composition in light of the recommended acquisition of Inspecs by Bidco 1125 Limited, a newly formed company indirectly owned by Luke Johnson and Ian Livingstone. On May 29, 2025, it was announced that Robin Totterman, Executive Director, would step down from the Board on December 31, 2025, with Christopher Hancock, the Company's Senior Independent Director, becoming Interim Chair until the appointment of a new Chair. Given the Offer, and his continued involvement in support of that process, Robin will continue to be a member of the Inspecs Board until the conclusion of the offer period. On September 18, 2025, it was also announced that Andrea Davis would be appointed as Non-Executive Chair on or before December 31, 2025. On account of the Offer, Andrea will no longer assume the role as previously announced, instead Christopher Hancock will remain as Interim Chair. However, Andrea has agreed to make herself available to join the Board, if required, should the Offer lapse.New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£103k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Significant insider selling over the past 3 months (UK£103k sold). Market cap is less than US$100m (UK£72.2m market cap, or US$96.5m).New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Dec 10Luke Johnson and Ian Livingstone entered into agreement to acquire 94.14% stake in INSPECS Group plc (AIM:SPEC) from a group of shareholders for approximately £80.3 million.Luke Johnson and Ian Livingstone entered into agreement to acquire 94.14% stake in INSPECS Group plc (AIM:SPEC) from a group of shareholders for approximately £80.3 million on December 10, 2025. A cash consideration of £0.84 per share will be paid by the buyer. The transaction is subject to approval by INSPECS Group plc shareholders, third party and regulatory approval and approval by court. The transaction has been unanimously approved by the board of INSPECS Group plc. The transaction is expected to close on June 30, 2026. Peel Hunt LLP acted as financial advisor for INSPECS Group plc. Macfarlanes LLP acted as legal advisor for INSPECS Group plc. Henrik Persson, Matt Goode, Fergus Sullivan and Finn Gordon of Cavendish acted as financial advisor and Fladgate LLP acted as legal advisor to Luke Johnson and Ian Livingstone. Andrew Clark, Michael Nicholson and George Sellar of Peel Hunt LLP acted as financial advisor and Macfarlanes LLP acted as legal advisor to INSPECS Group plc.分析記事 • Nov 23INSPECS Group plc's (LON:SPEC) Share Price Boosted 56% But Its Business Prospects Need A Lift TooINSPECS Group plc ( LON:SPEC ) shares have continued their recent momentum with a 56% gain in the last month alone. The...お知らせ • Nov 22INSPECS Group plc Provides Earnings Guidance for the Year Ending December 31, 2025INSPECS Group plc provided earnings guidance for the year ending December 31, 2025. As a result the Group now expects to report revenue of approximately £191m for the year ending 31 December 2025.分析記事 • Oct 29Returns At INSPECS Group (LON:SPEC) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Oct 02Revenues Working Against INSPECS Group plc's (LON:SPEC) Share PriceINSPECS Group plc's ( LON:SPEC ) price-to-sales (or "P/S") ratio of 0.2x may look like a very appealing investment...Reported Earnings • Sep 24First half 2025 earnings released: EPS: UK£0.003 (vs UK£0.003 in 1H 2024)First half 2025 results: EPS: UK£0.003 (in line with 1H 2024). Revenue: UK£97.6m (down 3.0% from 1H 2024). Net income: UK£267.0k (down 7.3% from 1H 2024). Profit margin: 0.3% (in line with 1H 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.お知らせ • Sep 20Inspecs Group plc Appoints Andrea Davis as Non-Executive Chair of the Company, Effective on or Before 31 December 2025INSPECS Group plc announced the appointment of Andrea Davis as Non-Executive Chair of the Company. The appointment will take effect on or before 31 December 2025. Andrea has been appointed following the conclusion of a comprehensive and competitive recruitment process, led by an external executive search firm. Throughout her career, Andrea has chaired and advised a diverse range of assets, across consumer and manufacturing and other sectors, predominately in small to mid-cap companies across continental Europe. Andrea is currently on the boards of Modulr and William Jackson Food Group and, up until recently, was the Managing Director of European Private Equity at Investcorp. Spending just over a decade in this role, Andrea was responsible for the post acquisition management and oversight of the private equity portfolio of companies across EMEA. Prior to Investcorp, Andrea was a Managing Director at TDX Group, a data and technology business, where she led the company's strategic initiatives and revenue growth. This ultimately led to her appointment as CFO of TDX Group in 2013, when she led the Company's sale process to Equifax for £200m in 2014. The names of all companies and partnerships of which Andrea Jayne Davis, aged 60, has been a director or partner at any time in the previous five years are set out below: Current Directorships Past Directorships (Last 5 Years) Dauphine Holdings (UK) Limited Safety Topco Limited Triplog Holdings Limited Greengage & Co. Limited Abax Invest AS POC Sweden AB Abax Midco AS Abax Group AS Corneliani S.p. A Abax AS Abital S.R.L Clinic Holdings (UK) Limited Symbol S.R.L Cloudcare Topco Limited Dainese S.p. A SPG Prints Holding Limited Print Holdings B.V Corneliani S.R.L. Corneliani S.p. A CEME S.p. A Sarti Holding (UK) Limited SecureLink Holdco B.V. Corneliani Holdings (UK) Limited SecureLink Midco B.V. Virtus Holdings UK Ltd. SecureLink Bidco B.V. Innovation Holdco Limited SecureLink Acquisition B.V. Muscles UK Holdings Limited Georg Jensen A/S Sanos Group ApS Georg Jensen Investment A/S Sanos Holdco ApS Investcorp Securities Limited Sanos Midco ApS Investcorp International Limited Spring Investco Limited Investcorp Europe Holdings Limited Sanos Holding A/S SecureLink Holdco Ibis Topco Limited Crops Holdings (UK) Limited Ibis Midco Limited Cloudcare UK Holdings Limited Investis Digital Topco Limited Moonlight Holdings (UK) Limited Investis Digital Limited SEC Newgate S.P. A SEC Newgate Global Strategy S.p. A William Jackson Foods Limited Modulr FS Ltd. Zacco A/S Orca Midco Ltd. Orca Holdings Denmark ApSPOC Hold II AB. As a result of her role with Investcorp, Andrea was previously a director of Corneliani S.R.L. ("Corneliani"). The directors of Corneliani instigated an Italian insolvency process (Concordato Preventivo) during 2020 when it became clear that the business could not continue to trade due to a lack of secure funding during the COVID-19 pandemic. Corneliani subsequently entered liquidation on 11 March 2021.New Risk • Jul 31New major risk - Revenue and earnings growthEarnings have declined by 7.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (UK£43.2m market cap, or US$57.2m).お知らせ • Jul 31INSPECS Group plc to Report First Half, 2025 Results on Sep 18, 2025INSPECS Group plc announced that they will report first half, 2025 results on Sep 18, 2025Major Estimate Revision • Jun 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.011 to -UK£0.012 per share. Revenue forecast unchanged at UK£201.2m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 24% next year. Consensus price target up from UK£0.59 to UK£0.60. Share price rose 6.5% to UK£0.49 over the past week.お知らせ • Jun 03INSPECS Group plc Provides Earnings Guidance for the Full Year 2025INSPECS Group plc provided earnings guidance for the full year 2025. For the period, Company expects revenue to be broadly flat versus 2024.分析記事 • May 31INSPECS Group plc's (LON:SPEC) Price Is Right But Growth Is Lacking After Shares Rocket 31%INSPECS Group plc ( LON:SPEC ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...お知らせ • May 14Inspecs Group plc Response to requisition of a General MeetingOn May 14, 2025, Inspecs Group plc announced that it received on May 13, 2025 a requisition notice seeking to convene a annual general meeting to be held on June 3, 2025, from Downing LLP ("Downing") (via Seguro Nominees Limited) requesting that shareholders of the Company vote on ordinary resolutions for the removal of Robin Totterman as a director of the Company; and to the appointment of Rocco Benetton as a director of the Company holding the role of Executive Chairman. The Company’s Board unanimously rejects these proposals.分析記事 • May 13Is INSPECS Group (LON:SPEC) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Apr 16Inspecs Group plc Announces Not to Stand Re-Election of Hugo Adams as Non-Executive DirectorINSPECS Group plc announced that Hugo Adams, Non-Executive Director, has informed the Board of his decision not to stand for re-election at the Company's upcoming Annual General Meeting. This decision follows his recent appointment as Chief Executive Officer of Kelpi, a sustainable materials innovation company. Further updates regarding Board composition will be made in due course.Reported Earnings • Apr 11Full year 2024 earnings released: UK£0.045 loss per share (vs UK£0.01 loss in FY 2023)Full year 2024 results: UK£0.045 loss per share (further deteriorated from UK£0.01 loss in FY 2023). Revenue: UK£198.3m (down 2.5% from FY 2023). Net loss: UK£4.61m (loss widened 362% from FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.お知らせ • Apr 11INSPECS Group plc, Annual General Meeting, Jun 03, 2025INSPECS Group plc, Annual General Meeting, Jun 03, 2025.お知らせ • Apr 10+ 1 more updateInspecs Group plc Announces Resignation of Chris Kay as Chief Financial OfficerInspecs Group plc announced that Chris Kay, the Group's Chief Financial Officer, has advised the Board that he wishes to step down from full time executive life. Chris has agreed to remain with the Group until a successor has been appointed so that he can provide an orderly handover. The Board has appointed an executive search firm to identify CFO candidates, and the Board will provide an update in due course.New Risk • Apr 04New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (UK£41.7m market cap, or US$54.2m).New Risk • Mar 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (UK£306k net loss in 2 years). Market cap is less than US$100m (UK£51.3m market cap, or US$66.5m).New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£306k net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (UK£49.6m market cap, or US$63.8m).分析記事 • Feb 11INSPECS Group plc (LON:SPEC) Shares Fly 26% But Investors Aren't Buying For GrowthThose holding INSPECS Group plc ( LON:SPEC ) shares would be relieved that the share price has rebounded 26% in the...お知らせ • Jan 30INSPECS Group plc to Report Fiscal Year 2024 Final Results on Apr 10, 2025INSPECS Group plc announced that they will report fiscal year 2024 final results at 8:00 AM, GMT Standard Time on Apr 10, 2025お知らせ • Dec 20Inspecs Group plc Announces Step Down of Robin Totterman as Executive Chair of the BoardINSPECS Group plc announced that Robin Totterman has decided that he intends to step down as Executive Chair of the Board with effect from the conclusion of the Company's AGM in 2025. The Board has, therefore, agreed to commence a search for a new non-executive and independent director to assume the role of Chair when Robin Totterman steps down.お知らせ • Dec 10Inspecs Group plc Provides Earnings Guidance for the Year Ending 31 December 2024Inspecs Group plc provided earnings guidance for the year ending 31 December 2024. For the year, the Board now expects to report revenue of c.£197 million (c.£202 million on a constant currency exchange rate basis).Major Estimate Revision • Dec 10Consensus EPS estimates fall by 339%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£209.3m to UK£196.5m. Losses expected to increase from UK£0.0041 per share to UK£0.018. Medical Equipment industry in the United Kingdom expected to see average net income growth of 23% next year. Consensus price target down from UK£1.02 to UK£0.60. Share price fell 12% to UK£0.43 over the past week.分析記事 • Dec 10Lacklustre Performance Is Driving INSPECS Group plc's (LON:SPEC) 29% Price DropINSPECS Group plc ( LON:SPEC ) shares have had a horrible month, losing 29% after a relatively good period beforehand...New Risk • Dec 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£4.1m Forecast net loss in 2 years: UK£701k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£701k net loss in 2 years). Market cap is less than US$100m (UK£44.2m market cap, or US$56.5m).分析記事 • Sep 17INSPECS Group plc's (LON:SPEC) Revenues Are Not Doing Enough For Some InvestorsINSPECS Group plc's ( LON:SPEC ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a strong buy right now...Major Estimate Revision • Sep 17Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.0029 to -UK£0.004 per share. Revenue forecast unchanged at UK£205.0m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 32% next year. Consensus price target up from UK£0.98 to UK£1.00. Share price rose 12% to UK£0.58 over the past week.お知らせ • Aug 27INSPECS Group plc to Report First Half, 2024 Results on Sep 10, 2024INSPECS Group plc announced that they will report first half, 2024 results on Sep 10, 2024分析記事 • Jun 09Is INSPECS Group (LON:SPEC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • May 17INSPECS Group plc, Annual General Meeting, Jun 06, 2024INSPECS Group plc, Annual General Meeting, Jun 06, 2024. Location: 7 10 kelso place, somerset, ba1 3au, bath United Kingdom分析記事 • May 04INSPECS Group plc (LON:SPEC) Surges 27% Yet Its Low P/S Is No Reason For ExcitementINSPECS Group plc ( LON:SPEC ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Reported Earnings • Apr 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.01 loss per share (improved from UK£0.064 loss in FY 2022). Revenue: UK£203.3m (down 1.1% from FY 2022). Net loss: UK£997.0k (loss narrowed 85% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.New Risk • Mar 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (UK£454k net loss in 2 years). Share price has been volatile over the past 3 months (9.9% average weekly change). Market cap is less than US$100m (UK£53.9m market cap, or US$67.9m).お知らせ • Jan 29INSPECS Group plc to Report Fiscal Year 2023 Results on Apr 17, 2024INSPECS Group plc announced that they will report fiscal year 2023 results on Apr 17, 2024New Risk • Jan 29New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£1.2m Forecast net loss in 2 years: UK£455k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock has risen 15% to UK£0.90. The fair value is estimated to be UK£1.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has grown by 27%.分析記事 • Jan 18INSPECS Group plc's (LON:SPEC) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 0.5x INSPECS Group plc ( LON:SPEC ) is definitely a stock...分析記事 • Oct 30A Look At The Intrinsic Value Of INSPECS Group plc (LON:SPEC)Key Insights INSPECS Group's estimated fair value is UK£0.87 based on 2 Stage Free Cash Flow to Equity With UK£0.70...Buying Opportunity • Oct 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be UK£0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has grown by 27%.New Risk • Oct 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£82.4m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 08First half 2023 earnings released: EPS: UK£0.02 (vs UK£0.022 loss in 1H 2022)First half 2023 results: EPS: UK£0.02 (up from UK£0.022 loss in 1H 2022). Revenue: UK£111.2m (up 1.6% from 1H 2022). Net income: UK£2.08m (up UK£4.28m from 1H 2022). Profit margin: 1.9% (up from net loss in 1H 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Medical Equipment industry in the United Kingdom are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jul 29INSPECS Group plc to Report First Half, 2023 Results on Sep 07, 2023INSPECS Group plc announced that they will report first half, 2023 results on Sep 07, 2023Buying Opportunity • Jul 03Now 24% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be UK£1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 59% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 23INSPECS Group plc, Annual General Meeting, Jun 15, 2023INSPECS Group plc, Annual General Meeting, Jun 15, 2023, at 10:00 Coordinated Universal Time. Location: Kelso Place Somerset BA1 3AU Bath Avon United Kingdom分析記事 • May 23A Look At The Intrinsic Value Of INSPECS Group plc (LON:SPEC)Key Insights The projected fair value for INSPECS Group is UK£1.29 based on 2 Stage Free Cash Flow to Equity Current...Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: US$0.08 loss per share (further deteriorated from US$0.054 loss in FY 2021). Revenue: US$248.6m (flat on FY 2021). Net loss: US$7.82m (loss widened 44% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Mar 04Returns On Capital At INSPECS Group (LON:SPEC) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Feb 01A Look At The Fair Value Of INSPECS Group plc (LON:SPEC)Key Insights INSPECS Group's estimated fair value is US$1.1 based on 2 Stage Free Cash Flow to Equity Current share...Board Change • Dec 06Less than half of directors are independentFollowing Non-Executive Director Shaun Michael Smith's arrival on 01 December 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Angela Farrugia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 06INSPECS Group (LON:SPEC) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Recent Insider Transactions • Nov 09Founder recently bought UK£400k worth of stockOn the 4th of November, Robin Totterman bought around 850k shares on-market at roughly UK£0.47 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robin has been a buyer over the last 12 months, purchasing a net total of UK£600k worth in shares.分析記事 • Nov 01INSPECS Group (LON:SPEC) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Buying Opportunity • Oct 27Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 79%. The fair value is estimated to be UK£0.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 19First half 2022 earnings released: US$0.027 loss per share (vs US$0.038 loss in 1H 2021)First half 2022 results: US$0.027 loss per share (up from US$0.038 loss in 1H 2021). Revenue: US$138.4m (up 10.0% from 1H 2021). Net loss: US$2.78m (loss narrowed 28% from 1H 2021).分析記事 • Aug 13Estimating The Intrinsic Value Of INSPECS Group plc (LON:SPEC)In this article we are going to estimate the intrinsic value of INSPECS Group plc ( LON:SPEC ) by taking the forecast...Reported Earnings • Jun 30Full year 2021 earnings releasedFull year 2021 results: Revenue: US$246.5m (up 420% from FY 2020). Net loss: US$5.44m (loss narrowed 39% from FY 2020). Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the industry in the United Kingdom.分析記事 • Jun 23Is It Time To Consider Buying Inspecs Group plc (LON:SPEC)?Inspecs Group plc ( LON:SPEC ), is not the largest company out there, but it received a lot of attention from a...Buying Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be UK£4.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 229% over the last year. Meanwhile, the company became loss making.Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be US$4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 229% over the last year. The company became loss making over the last 3 years.Reported Earnings • Sep 10First half 2021 earnings released: US$0.031 loss per share (vs US$0.12 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: US$125.7m (up US$109.0m from 1H 2020). Net loss: US$3.16m (loss narrowed 58% from 1H 2020).Recent Insider Transactions • Jun 24Founder recently bought UK£106k worth of stockOn the 18th of June, Robin Totterman bought around 30k shares on-market at roughly UK£3.50 per share. This was the largest purchase by an insider in the last 3 months. This was Robin's only on-market trade for the last 12 months.Reported Earnings • Jun 22Full year 2020 earnings released: US$0.13 loss per share (vs US$17.73 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$47.4m (down 23% from FY 2019). Net loss: US$8.91m (down 238% from profit in FY 2019).分析記事 • May 10Calculating The Fair Value Of Inspecs Group plc (LON:SPEC)In this article we are going to estimate the intrinsic value of Inspecs Group plc ( LON:SPEC ) by taking the expected...分析記事 • Mar 16The Inspecs Group (LON:SPEC) Share Price Is Up 92% And Shareholders Are Holding OnIf you want to compound wealth in the stock market, you can do so by buying an index fund. But if you pick the right...分析記事 • Feb 09What Type Of Shareholders Own The Most Number of Inspecs Group plc (LON:SPEC) Shares?A look at the shareholders of Inspecs Group plc ( LON:SPEC ) can tell us which group is most powerful. Institutions...Is New 90 Day High Low • Jan 18New 90-day high: UK£3.35The company is up 89% from its price of UK£1.78 on 20 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is up 7.0% over the same period.分析記事 • Dec 17A Look At The Fair Value Of Inspecs Group plc (LON:SPEC)How far off is Inspecs Group plc ( LON:SPEC ) from its intrinsic value? Using the most recent financial data, we'll...Is New 90 Day High Low • Dec 12New 90-day high: UK£2.78The company is up 14% from its price of UK£2.43 on 11 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is flat over the same period.Is New 90 Day High Low • Nov 20New 90-day high: UK£2.70The company is up 13% from its price of UK£2.40 on 21 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 06New 90-day low: UK£1.91The company is down 2.0% from its price of UK£1.95 on 08 July 2020. The British market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Medical Equipment industry, which is down 3.0% over the same period.Reported Earnings • Sep 23First half earnings releasedOver the last 12 months the company has reported total losses of US$5.75m, with earnings decreasing by US$12.9m from the prior year. Total revenue was US$47.6m over the last 12 months, down 22% from the prior year.業績と収益の成長予測AIM:SPEC - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027203N/AN/AN/A112/31/2026196N/AN/AN/A112/31/2025192-3-20N/A9/30/2025191-302N/A6/30/2025195-524N/A3/31/2025197-536N/A12/31/2024193-257N/A9/30/2024193-2610N/A6/30/2024193-3813N/A3/31/2024198-2713N/A12/31/2023203-1713N/A9/30/2023205-1510N/A6/30/2023207-148N/A3/31/2023204-426N/A12/31/2022201-614N/A9/30/2022207-515N/A6/30/2022204-427N/A3/31/2022192-4611N/A12/31/2021182-4915N/A9/30/2021149-41015N/A6/30/2021113-41014N/A3/31/202174-547N/A12/31/202035-7-2-1N/A9/30/202037-6-20N/A6/30/202038-5-20N/A3/31/202044024N/A12/31/201946568N/A9/30/2019506N/A8N/A6/30/2019486N/A6N/A3/31/2019454N/A5N/A12/31/2018453N/A3N/A12/31/201736-2N/A5N/A12/31/2016181N/A1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SPECの予測収益成長が 貯蓄率 ( 3.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SPECの収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: SPECの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: SPECの収益 ( 2.9% ) UK市場 ( 4% ) よりも低い成長が予測されています。高い収益成長: SPECの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SPECの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YHealthcare 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/05 16:23終値2026/08/05 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋INSPECS Group plc 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Charles HallPeel Hunt LLP
お知らせ • Nov 22INSPECS Group plc Provides Earnings Guidance for the Year Ending December 31, 2025INSPECS Group plc provided earnings guidance for the year ending December 31, 2025. As a result the Group now expects to report revenue of approximately £191m for the year ending 31 December 2025.
Major Estimate Revision • Jun 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.011 to -UK£0.012 per share. Revenue forecast unchanged at UK£201.2m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 24% next year. Consensus price target up from UK£0.59 to UK£0.60. Share price rose 6.5% to UK£0.49 over the past week.
お知らせ • Jun 03INSPECS Group plc Provides Earnings Guidance for the Full Year 2025INSPECS Group plc provided earnings guidance for the full year 2025. For the period, Company expects revenue to be broadly flat versus 2024.
お知らせ • Dec 10Inspecs Group plc Provides Earnings Guidance for the Year Ending 31 December 2024Inspecs Group plc provided earnings guidance for the year ending 31 December 2024. For the year, the Board now expects to report revenue of c.£197 million (c.£202 million on a constant currency exchange rate basis).
Major Estimate Revision • Dec 10Consensus EPS estimates fall by 339%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£209.3m to UK£196.5m. Losses expected to increase from UK£0.0041 per share to UK£0.018. Medical Equipment industry in the United Kingdom expected to see average net income growth of 23% next year. Consensus price target down from UK£1.02 to UK£0.60. Share price fell 12% to UK£0.43 over the past week.
Major Estimate Revision • Sep 17Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.0029 to -UK£0.004 per share. Revenue forecast unchanged at UK£205.0m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 32% next year. Consensus price target up from UK£0.98 to UK£1.00. Share price rose 12% to UK£0.58 over the past week.
お知らせ • Jul 31Inspecs Group plc Announces Shaun Smith Step Down as Non-Executive DirectorINSPECS Group plc announced that Shaun Smith stepped down as a Non-Executive Director of the Company. Since joining the Board in 2022 he served on both the Audit and Risk and Remuneration and Nomination Committees. As a member of the Transaction Committee, Shaun Smith helped the Company to navigate the series of unsolicited approaches it received in 2025, culminating in the recommended offer from Bidco 1125 Limited which closed earlier this year.
お知らせ • Jul 16+ 1 more updateINSPECS Group plc Announces CFO ChangesINSPECS Group plc had announced the appointment of Robert Brodie as Chief Financial Officer. Robert is expected to join the Group in Autumn 2026, succeeding Chris Kay. Chris will remain with the Group on a consultancy basis to support an orderly transition. Robert is a Chartered Management Accountant (ACMA) with more than 20 years' finance leadership experience across manufacturing and product-focused businesses. He joined from City Energy Network, where he served as CFO. Prior to this, he was CFO of Steripack Group, an international designer and manufacturer of medical and pharmaceutical products. Earlier in his career, Robert was CFO of Direct Healthcare Group and held a number of senior finance roles with Crown Cork & Seal. He began his career with Ernst & Young. Robert brings significant experience of finance leadership, business integration, M&A, and international operations. Robert Benjamin Nathaniel Brodie, aged 51. Current Directorships and Partnerships: City Energy Facilities Management Limited, City Energy Network Limited, Eran Estates Limited, Heatforce (Wales) Limited and Laver Group Limited. Previous directorships and partnerships held in the past five years include Advance Energy Services Limited, C&J Evans Group Holdings 1 Ltd, CEN Holdco Limited, City Training Group Ltd, Consumer Energy Solutions Limited, DHG Bidco Ltd, Direct Healthcare Group Holdings Limited, Direct Healthcare Group Limited, Direct Healthcare Group Management Limited, Direct Healthcare Services Limited, Diversity Network Holdings Ltd, Dragon 2023 Bidco Limited, Dragon 2023 Midco Limited, Dragon 2023 Topco Limited, Ensera UK Bidco Ltd, Handicare Patient Handling Limited, Nightingale Care Beds Limited, Poshchair Medical Limited, Qbitus Products Limited, Simply Electric Metering Limited, Stark UK Topco (Guernsey) Ltd., Talley (Asia) Limited, Talley Group Limited, The Kirton Healthcare Group Limited and The Sylvan Corporation Limited.
Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Shaun Michael Smith was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 20INSPECS Group plc has completed a Follow-on Equity Offering in the amount of £7.503001 million.INSPECS Group plc has completed a Follow-on Equity Offering in the amount of £7.503001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,503,001 Price\Range: £1 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 18INSPECS Group plc has filed a Follow-on Equity Offering in the amount of £7.503001 million.INSPECS Group plc has filed a Follow-on Equity Offering in the amount of £7.503001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,503,001 Price\Range: £1 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 09INSPECS Group plc, Annual General Meeting, Jun 30, 2026INSPECS Group plc, Annual General Meeting, Jun 30, 2026. Location: 100 liverpool street, ec2m 2at, london United Kingdom
New Risk • May 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Significant insider selling over the past 3 months (UK£706k sold).
お知らせ • May 20+ 1 more updateInspecs Group PLC Announces Appointment of Luke Johnson as Non-Executive Director and Board Committee Changes, Effective May 19, 2026Inspecs Group PLC announced that following the level of acceptances reached in connection with Bidco 1125 Limited's recent offer for the Company which closed on May 15, 2026, and at the request of Ian Livingstone and Luke Johnson, who together hold a majority of the shares in Bidco, the board of directors of the Company announces that Luke Johnson has been appointed as a non-executive director of the Company with immediate effective May 19, 2026. In addition, Ian Livingstone will act as a Board observer on behalf of Bidco, but will not have a right to vote at Board meetings. As part of his role, Mr. Johnson will join the Company's Audit and Risk and Remuneration and Nomination Committees. Mr. Luke Oliver Johnson, aged 64: Current Directorships and Partnerships: Albany Beck Holdings Limited, Almeida Theatre Catering Limited, All Star Lanes Limited, Almeida Theatre Company Limited, Assembly Festival Ltd, Curious Brewery Limited, Assembly Wings Ltd, Fiery Development Limited, Bidco 0126 Ltd, Galliard Group Limited, BIDCO 0824 Limited, Garden Retail Online Limited, Bidco 1125 Limited, ICR Enterprises Ltd, Bread Acquisitions Ltd, Meika Ltd, Bread Holdings Ltd, Northbank Talent Management Ltd, British Engineerium Trust Limited, RCP Co-Investment Partnership LP, Brompton Bicycle Limited, RCP II Founder Partner LP, Cradley Brook Ltd, Risk Capital Partners II (GP) Ltd, Fairport Homes Limited, Risk Capital Partners II (Scotland) Ltd, Fiery Angel Entertainment Limited, Risk Capital Partners LLP, Fiery Dragons II Limited, South Audley Street LLP, Fiery Dragons Ltd, Startup Britain Ltd, Forestrox Ltd, The Food Awards Company Limited, GAK TopCo Ltd, The Genuine Dining Company Ltd, Grain BIDCO Limited, The Institute of Cancer Research: Royal Cancer Hospital, Grain TopCo Ltd, Green Dragon Hotel Group Limited, Halesend Estate Ltd, JL20 Restaurants Ltd, JL25 Restaurants Ltd, John Wilkes Publishing Ltd, Johnson Webster Productions Limited, Kindred Partners International Ltd, Maison Johnson Limited, Midco 1125 Limited, Penyard House Acquisition Ltd, Risk Capital Ltd, Risk Capital Partners Holdings LLP, Searchlight Ventures Group Limited, Simpson Travel Bidco Limited, Simpson Travel TopCo Limited, Skeptics Ltd, Superbrands Ltd, The Brighton Pier Group PLC, The Free Speech Union Limited, The Revel Collective PLC, Threadneedle Entertainments Limited, UNIT 1 VICTORIA RD ASHFORD LTD, Xstrahl Group Holdings Limited. Previous Directorships and Partnerships (held in the past five years): Almeida Theatre Catering Limited, Almeida Theatre Company Limited, Curious Brewery Limited, Fiery Development Limited, Galliard Group Limited, Garden Retail Online Limited, ICR Enterprises Ltd, Meika Ltd, Northbank Talent Management Ltd, RCP Co-Investment Partnership LP, RCP II Founder Partner LP, Risk Capital Partners II (GP) Ltd, Risk Capital Partners II (Scotland) Ltd, Risk Capital Partners LLP, South Audley Street LLP, Startup Britain Ltd, The Food Awards Company Limited, The Genuine Dining Company Ltd, and The Institute of Cancer Research: Royal Cancer Hospital are listed as separate entities.
Reported Earnings • May 14Full year 2025 earnings released: UK£0.094 loss per share (vs UK£0.045 loss in FY 2024)Full year 2025 results: UK£0.094 loss per share. Revenue: UK£191.7m (down 3.3% from FY 2024). Net loss: UK£3.29m (loss narrowed 29% from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Medical Equipment industry in the United Kingdom.
New Risk • Apr 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Significant insider selling over the past 3 months (UK£706k sold).
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Shaun Michael Smith was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 01Inspecs Group plc Announces Board and Management ChangesInspecs Group plc announces an update to its Board and Executive composition in light of the recommended acquisition of Inspecs by Bidco 1125 Limited, a newly formed company indirectly owned by Luke Johnson and Ian Livingstone. On May 29, 2025, it was announced that Robin Totterman, Executive Director, would step down from the Board on December 31, 2025, with Christopher Hancock, the Company's Senior Independent Director, becoming Interim Chair until the appointment of a new Chair. Given the Offer, and his continued involvement in support of that process, Robin will continue to be a member of the Inspecs Board until the conclusion of the offer period. On September 18, 2025, it was also announced that Andrea Davis would be appointed as Non-Executive Chair on or before December 31, 2025. On account of the Offer, Andrea will no longer assume the role as previously announced, instead Christopher Hancock will remain as Interim Chair. However, Andrea has agreed to make herself available to join the Board, if required, should the Offer lapse.
New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£103k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Significant insider selling over the past 3 months (UK£103k sold). Market cap is less than US$100m (UK£72.2m market cap, or US$96.5m).
New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Dec 10Luke Johnson and Ian Livingstone entered into agreement to acquire 94.14% stake in INSPECS Group plc (AIM:SPEC) from a group of shareholders for approximately £80.3 million.Luke Johnson and Ian Livingstone entered into agreement to acquire 94.14% stake in INSPECS Group plc (AIM:SPEC) from a group of shareholders for approximately £80.3 million on December 10, 2025. A cash consideration of £0.84 per share will be paid by the buyer. The transaction is subject to approval by INSPECS Group plc shareholders, third party and regulatory approval and approval by court. The transaction has been unanimously approved by the board of INSPECS Group plc. The transaction is expected to close on June 30, 2026. Peel Hunt LLP acted as financial advisor for INSPECS Group plc. Macfarlanes LLP acted as legal advisor for INSPECS Group plc. Henrik Persson, Matt Goode, Fergus Sullivan and Finn Gordon of Cavendish acted as financial advisor and Fladgate LLP acted as legal advisor to Luke Johnson and Ian Livingstone. Andrew Clark, Michael Nicholson and George Sellar of Peel Hunt LLP acted as financial advisor and Macfarlanes LLP acted as legal advisor to INSPECS Group plc.
分析記事 • Nov 23INSPECS Group plc's (LON:SPEC) Share Price Boosted 56% But Its Business Prospects Need A Lift TooINSPECS Group plc ( LON:SPEC ) shares have continued their recent momentum with a 56% gain in the last month alone. The...
お知らせ • Nov 22INSPECS Group plc Provides Earnings Guidance for the Year Ending December 31, 2025INSPECS Group plc provided earnings guidance for the year ending December 31, 2025. As a result the Group now expects to report revenue of approximately £191m for the year ending 31 December 2025.
分析記事 • Oct 29Returns At INSPECS Group (LON:SPEC) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Oct 02Revenues Working Against INSPECS Group plc's (LON:SPEC) Share PriceINSPECS Group plc's ( LON:SPEC ) price-to-sales (or "P/S") ratio of 0.2x may look like a very appealing investment...
Reported Earnings • Sep 24First half 2025 earnings released: EPS: UK£0.003 (vs UK£0.003 in 1H 2024)First half 2025 results: EPS: UK£0.003 (in line with 1H 2024). Revenue: UK£97.6m (down 3.0% from 1H 2024). Net income: UK£267.0k (down 7.3% from 1H 2024). Profit margin: 0.3% (in line with 1H 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
お知らせ • Sep 20Inspecs Group plc Appoints Andrea Davis as Non-Executive Chair of the Company, Effective on or Before 31 December 2025INSPECS Group plc announced the appointment of Andrea Davis as Non-Executive Chair of the Company. The appointment will take effect on or before 31 December 2025. Andrea has been appointed following the conclusion of a comprehensive and competitive recruitment process, led by an external executive search firm. Throughout her career, Andrea has chaired and advised a diverse range of assets, across consumer and manufacturing and other sectors, predominately in small to mid-cap companies across continental Europe. Andrea is currently on the boards of Modulr and William Jackson Food Group and, up until recently, was the Managing Director of European Private Equity at Investcorp. Spending just over a decade in this role, Andrea was responsible for the post acquisition management and oversight of the private equity portfolio of companies across EMEA. Prior to Investcorp, Andrea was a Managing Director at TDX Group, a data and technology business, where she led the company's strategic initiatives and revenue growth. This ultimately led to her appointment as CFO of TDX Group in 2013, when she led the Company's sale process to Equifax for £200m in 2014. The names of all companies and partnerships of which Andrea Jayne Davis, aged 60, has been a director or partner at any time in the previous five years are set out below: Current Directorships Past Directorships (Last 5 Years) Dauphine Holdings (UK) Limited Safety Topco Limited Triplog Holdings Limited Greengage & Co. Limited Abax Invest AS POC Sweden AB Abax Midco AS Abax Group AS Corneliani S.p. A Abax AS Abital S.R.L Clinic Holdings (UK) Limited Symbol S.R.L Cloudcare Topco Limited Dainese S.p. A SPG Prints Holding Limited Print Holdings B.V Corneliani S.R.L. Corneliani S.p. A CEME S.p. A Sarti Holding (UK) Limited SecureLink Holdco B.V. Corneliani Holdings (UK) Limited SecureLink Midco B.V. Virtus Holdings UK Ltd. SecureLink Bidco B.V. Innovation Holdco Limited SecureLink Acquisition B.V. Muscles UK Holdings Limited Georg Jensen A/S Sanos Group ApS Georg Jensen Investment A/S Sanos Holdco ApS Investcorp Securities Limited Sanos Midco ApS Investcorp International Limited Spring Investco Limited Investcorp Europe Holdings Limited Sanos Holding A/S SecureLink Holdco Ibis Topco Limited Crops Holdings (UK) Limited Ibis Midco Limited Cloudcare UK Holdings Limited Investis Digital Topco Limited Moonlight Holdings (UK) Limited Investis Digital Limited SEC Newgate S.P. A SEC Newgate Global Strategy S.p. A William Jackson Foods Limited Modulr FS Ltd. Zacco A/S Orca Midco Ltd. Orca Holdings Denmark ApSPOC Hold II AB. As a result of her role with Investcorp, Andrea was previously a director of Corneliani S.R.L. ("Corneliani"). The directors of Corneliani instigated an Italian insolvency process (Concordato Preventivo) during 2020 when it became clear that the business could not continue to trade due to a lack of secure funding during the COVID-19 pandemic. Corneliani subsequently entered liquidation on 11 March 2021.
New Risk • Jul 31New major risk - Revenue and earnings growthEarnings have declined by 7.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (UK£43.2m market cap, or US$57.2m).
お知らせ • Jul 31INSPECS Group plc to Report First Half, 2025 Results on Sep 18, 2025INSPECS Group plc announced that they will report first half, 2025 results on Sep 18, 2025
Major Estimate Revision • Jun 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.011 to -UK£0.012 per share. Revenue forecast unchanged at UK£201.2m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 24% next year. Consensus price target up from UK£0.59 to UK£0.60. Share price rose 6.5% to UK£0.49 over the past week.
お知らせ • Jun 03INSPECS Group plc Provides Earnings Guidance for the Full Year 2025INSPECS Group plc provided earnings guidance for the full year 2025. For the period, Company expects revenue to be broadly flat versus 2024.
分析記事 • May 31INSPECS Group plc's (LON:SPEC) Price Is Right But Growth Is Lacking After Shares Rocket 31%INSPECS Group plc ( LON:SPEC ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
お知らせ • May 14Inspecs Group plc Response to requisition of a General MeetingOn May 14, 2025, Inspecs Group plc announced that it received on May 13, 2025 a requisition notice seeking to convene a annual general meeting to be held on June 3, 2025, from Downing LLP ("Downing") (via Seguro Nominees Limited) requesting that shareholders of the Company vote on ordinary resolutions for the removal of Robin Totterman as a director of the Company; and to the appointment of Rocco Benetton as a director of the Company holding the role of Executive Chairman. The Company’s Board unanimously rejects these proposals.
分析記事 • May 13Is INSPECS Group (LON:SPEC) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Apr 16Inspecs Group plc Announces Not to Stand Re-Election of Hugo Adams as Non-Executive DirectorINSPECS Group plc announced that Hugo Adams, Non-Executive Director, has informed the Board of his decision not to stand for re-election at the Company's upcoming Annual General Meeting. This decision follows his recent appointment as Chief Executive Officer of Kelpi, a sustainable materials innovation company. Further updates regarding Board composition will be made in due course.
Reported Earnings • Apr 11Full year 2024 earnings released: UK£0.045 loss per share (vs UK£0.01 loss in FY 2023)Full year 2024 results: UK£0.045 loss per share (further deteriorated from UK£0.01 loss in FY 2023). Revenue: UK£198.3m (down 2.5% from FY 2023). Net loss: UK£4.61m (loss widened 362% from FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.
お知らせ • Apr 11INSPECS Group plc, Annual General Meeting, Jun 03, 2025INSPECS Group plc, Annual General Meeting, Jun 03, 2025.
お知らせ • Apr 10+ 1 more updateInspecs Group plc Announces Resignation of Chris Kay as Chief Financial OfficerInspecs Group plc announced that Chris Kay, the Group's Chief Financial Officer, has advised the Board that he wishes to step down from full time executive life. Chris has agreed to remain with the Group until a successor has been appointed so that he can provide an orderly handover. The Board has appointed an executive search firm to identify CFO candidates, and the Board will provide an update in due course.
New Risk • Apr 04New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (UK£41.7m market cap, or US$54.2m).
New Risk • Mar 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (UK£306k net loss in 2 years). Market cap is less than US$100m (UK£51.3m market cap, or US$66.5m).
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£306k net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (UK£49.6m market cap, or US$63.8m).
分析記事 • Feb 11INSPECS Group plc (LON:SPEC) Shares Fly 26% But Investors Aren't Buying For GrowthThose holding INSPECS Group plc ( LON:SPEC ) shares would be relieved that the share price has rebounded 26% in the...
お知らせ • Jan 30INSPECS Group plc to Report Fiscal Year 2024 Final Results on Apr 10, 2025INSPECS Group plc announced that they will report fiscal year 2024 final results at 8:00 AM, GMT Standard Time on Apr 10, 2025
お知らせ • Dec 20Inspecs Group plc Announces Step Down of Robin Totterman as Executive Chair of the BoardINSPECS Group plc announced that Robin Totterman has decided that he intends to step down as Executive Chair of the Board with effect from the conclusion of the Company's AGM in 2025. The Board has, therefore, agreed to commence a search for a new non-executive and independent director to assume the role of Chair when Robin Totterman steps down.
お知らせ • Dec 10Inspecs Group plc Provides Earnings Guidance for the Year Ending 31 December 2024Inspecs Group plc provided earnings guidance for the year ending 31 December 2024. For the year, the Board now expects to report revenue of c.£197 million (c.£202 million on a constant currency exchange rate basis).
Major Estimate Revision • Dec 10Consensus EPS estimates fall by 339%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£209.3m to UK£196.5m. Losses expected to increase from UK£0.0041 per share to UK£0.018. Medical Equipment industry in the United Kingdom expected to see average net income growth of 23% next year. Consensus price target down from UK£1.02 to UK£0.60. Share price fell 12% to UK£0.43 over the past week.
分析記事 • Dec 10Lacklustre Performance Is Driving INSPECS Group plc's (LON:SPEC) 29% Price DropINSPECS Group plc ( LON:SPEC ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
New Risk • Dec 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£4.1m Forecast net loss in 2 years: UK£701k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£701k net loss in 2 years). Market cap is less than US$100m (UK£44.2m market cap, or US$56.5m).
分析記事 • Sep 17INSPECS Group plc's (LON:SPEC) Revenues Are Not Doing Enough For Some InvestorsINSPECS Group plc's ( LON:SPEC ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a strong buy right now...
Major Estimate Revision • Sep 17Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.0029 to -UK£0.004 per share. Revenue forecast unchanged at UK£205.0m. Medical Equipment industry in the United Kingdom expected to see average net income growth of 32% next year. Consensus price target up from UK£0.98 to UK£1.00. Share price rose 12% to UK£0.58 over the past week.
お知らせ • Aug 27INSPECS Group plc to Report First Half, 2024 Results on Sep 10, 2024INSPECS Group plc announced that they will report first half, 2024 results on Sep 10, 2024
分析記事 • Jun 09Is INSPECS Group (LON:SPEC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • May 17INSPECS Group plc, Annual General Meeting, Jun 06, 2024INSPECS Group plc, Annual General Meeting, Jun 06, 2024. Location: 7 10 kelso place, somerset, ba1 3au, bath United Kingdom
分析記事 • May 04INSPECS Group plc (LON:SPEC) Surges 27% Yet Its Low P/S Is No Reason For ExcitementINSPECS Group plc ( LON:SPEC ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Reported Earnings • Apr 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: UK£0.01 loss per share (improved from UK£0.064 loss in FY 2022). Revenue: UK£203.3m (down 1.1% from FY 2022). Net loss: UK£997.0k (loss narrowed 85% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
New Risk • Mar 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (UK£454k net loss in 2 years). Share price has been volatile over the past 3 months (9.9% average weekly change). Market cap is less than US$100m (UK£53.9m market cap, or US$67.9m).
お知らせ • Jan 29INSPECS Group plc to Report Fiscal Year 2023 Results on Apr 17, 2024INSPECS Group plc announced that they will report fiscal year 2023 results on Apr 17, 2024
New Risk • Jan 29New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£1.2m Forecast net loss in 2 years: UK£455k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock has risen 15% to UK£0.90. The fair value is estimated to be UK£1.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has grown by 27%.
分析記事 • Jan 18INSPECS Group plc's (LON:SPEC) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 0.5x INSPECS Group plc ( LON:SPEC ) is definitely a stock...
分析記事 • Oct 30A Look At The Intrinsic Value Of INSPECS Group plc (LON:SPEC)Key Insights INSPECS Group's estimated fair value is UK£0.87 based on 2 Stage Free Cash Flow to Equity With UK£0.70...
Buying Opportunity • Oct 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be UK£0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has grown by 27%.
New Risk • Oct 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£82.4m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 08First half 2023 earnings released: EPS: UK£0.02 (vs UK£0.022 loss in 1H 2022)First half 2023 results: EPS: UK£0.02 (up from UK£0.022 loss in 1H 2022). Revenue: UK£111.2m (up 1.6% from 1H 2022). Net income: UK£2.08m (up UK£4.28m from 1H 2022). Profit margin: 1.9% (up from net loss in 1H 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Medical Equipment industry in the United Kingdom are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29INSPECS Group plc to Report First Half, 2023 Results on Sep 07, 2023INSPECS Group plc announced that they will report first half, 2023 results on Sep 07, 2023
Buying Opportunity • Jul 03Now 24% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be UK£1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 59% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 23INSPECS Group plc, Annual General Meeting, Jun 15, 2023INSPECS Group plc, Annual General Meeting, Jun 15, 2023, at 10:00 Coordinated Universal Time. Location: Kelso Place Somerset BA1 3AU Bath Avon United Kingdom
分析記事 • May 23A Look At The Intrinsic Value Of INSPECS Group plc (LON:SPEC)Key Insights The projected fair value for INSPECS Group is UK£1.29 based on 2 Stage Free Cash Flow to Equity Current...
Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: US$0.08 loss per share (further deteriorated from US$0.054 loss in FY 2021). Revenue: US$248.6m (flat on FY 2021). Net loss: US$7.82m (loss widened 44% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Medical Equipment industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 04Returns On Capital At INSPECS Group (LON:SPEC) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Feb 01A Look At The Fair Value Of INSPECS Group plc (LON:SPEC)Key Insights INSPECS Group's estimated fair value is US$1.1 based on 2 Stage Free Cash Flow to Equity Current share...
Board Change • Dec 06Less than half of directors are independentFollowing Non-Executive Director Shaun Michael Smith's arrival on 01 December 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Angela Farrugia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 06INSPECS Group (LON:SPEC) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Recent Insider Transactions • Nov 09Founder recently bought UK£400k worth of stockOn the 4th of November, Robin Totterman bought around 850k shares on-market at roughly UK£0.47 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robin has been a buyer over the last 12 months, purchasing a net total of UK£600k worth in shares.
分析記事 • Nov 01INSPECS Group (LON:SPEC) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Buying Opportunity • Oct 27Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 79%. The fair value is estimated to be UK£0.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 19First half 2022 earnings released: US$0.027 loss per share (vs US$0.038 loss in 1H 2021)First half 2022 results: US$0.027 loss per share (up from US$0.038 loss in 1H 2021). Revenue: US$138.4m (up 10.0% from 1H 2021). Net loss: US$2.78m (loss narrowed 28% from 1H 2021).
分析記事 • Aug 13Estimating The Intrinsic Value Of INSPECS Group plc (LON:SPEC)In this article we are going to estimate the intrinsic value of INSPECS Group plc ( LON:SPEC ) by taking the forecast...
Reported Earnings • Jun 30Full year 2021 earnings releasedFull year 2021 results: Revenue: US$246.5m (up 420% from FY 2020). Net loss: US$5.44m (loss narrowed 39% from FY 2020). Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the industry in the United Kingdom.
分析記事 • Jun 23Is It Time To Consider Buying Inspecs Group plc (LON:SPEC)?Inspecs Group plc ( LON:SPEC ), is not the largest company out there, but it received a lot of attention from a...
Buying Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be UK£4.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 229% over the last year. Meanwhile, the company became loss making.
Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be US$4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 229% over the last year. The company became loss making over the last 3 years.
Reported Earnings • Sep 10First half 2021 earnings released: US$0.031 loss per share (vs US$0.12 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: US$125.7m (up US$109.0m from 1H 2020). Net loss: US$3.16m (loss narrowed 58% from 1H 2020).
Recent Insider Transactions • Jun 24Founder recently bought UK£106k worth of stockOn the 18th of June, Robin Totterman bought around 30k shares on-market at roughly UK£3.50 per share. This was the largest purchase by an insider in the last 3 months. This was Robin's only on-market trade for the last 12 months.
Reported Earnings • Jun 22Full year 2020 earnings released: US$0.13 loss per share (vs US$17.73 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$47.4m (down 23% from FY 2019). Net loss: US$8.91m (down 238% from profit in FY 2019).
分析記事 • May 10Calculating The Fair Value Of Inspecs Group plc (LON:SPEC)In this article we are going to estimate the intrinsic value of Inspecs Group plc ( LON:SPEC ) by taking the expected...
分析記事 • Mar 16The Inspecs Group (LON:SPEC) Share Price Is Up 92% And Shareholders Are Holding OnIf you want to compound wealth in the stock market, you can do so by buying an index fund. But if you pick the right...
分析記事 • Feb 09What Type Of Shareholders Own The Most Number of Inspecs Group plc (LON:SPEC) Shares?A look at the shareholders of Inspecs Group plc ( LON:SPEC ) can tell us which group is most powerful. Institutions...
Is New 90 Day High Low • Jan 18New 90-day high: UK£3.35The company is up 89% from its price of UK£1.78 on 20 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is up 7.0% over the same period.
分析記事 • Dec 17A Look At The Fair Value Of Inspecs Group plc (LON:SPEC)How far off is Inspecs Group plc ( LON:SPEC ) from its intrinsic value? Using the most recent financial data, we'll...
Is New 90 Day High Low • Dec 12New 90-day high: UK£2.78The company is up 14% from its price of UK£2.43 on 11 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is flat over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: UK£2.70The company is up 13% from its price of UK£2.40 on 21 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Medical Equipment industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 06New 90-day low: UK£1.91The company is down 2.0% from its price of UK£1.95 on 08 July 2020. The British market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Medical Equipment industry, which is down 3.0% over the same period.
Reported Earnings • Sep 23First half earnings releasedOver the last 12 months the company has reported total losses of US$5.75m, with earnings decreasing by US$12.9m from the prior year. Total revenue was US$47.6m over the last 12 months, down 22% from the prior year.