Market's view on Inspecs Group

Published on April 2024

  • Stock watchers have noted a flurry of buying activity which pushed the bid up to 54p, with market capitalisation at only £52m. Downing increased their stake to 7.27%.
  • Concerns are raised about Inspecs’ leadership qualities, particularly the lack of trust in Myles McNulty.
  • Positive reactions to recent updates suggesting the stock might be undervalued based on 12-month rolling forecasts.
  • Inspecs reported a pretax profit of £200,000, a swing from a previous loss, with revenue up by 1.1%.
  • The company is launching new products including gaming eyewear and has improved operational efficiency.
  • There is criticism of the company for repeated downgrades of EBITDA forecasts.
  • Discussions involve whether Inspecs stock is undervalued, with debates on appropriate financial metrics and valuation methods.
  • Some stock watchers express concern over the company’s history of profit warnings and management issues.
  • The company’s cash flow management and debt levels are scrutinised, with varying opinions on the financial health and prospects of Inspecs.
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