Ipso Ventures Share Discussion Threads

[mark knopfler] 28/12/2012 09:30

Many thanks for taking the time and trouble to provide such a stunning and well thought out response.

[mark knopfler] 28/12/2012 08:24

I am trying to wade my way through the RNS.

Can anyone more intelligent than me tell me if this is good or bad please ?!

[scientologyweirdo] 28/12/2012 08:08

new ticker PLR so new thread here

[theshareguru] 16/12/2012 13:44

results very soon and update, this could turn out to be very interesting
if deal goes through with new investor on board and old investments put into
newco where we will get benefit when they are sold instead of having to file
sale.
It seems that there was more than one interested party , to invest in ipso, which
almost will change it's name in line with area of investment hope it's oil and
gas, 2013 hopefully will give us a new company and better chances.
one thing to remember is that ipso's original investments where worth alot more
than suspended value. therakind could be sold on in time for at least 70% of
suspended market cap alone, as they have 36%.

[howdlep] 15/10/2012 13:06

a promising update so all not lost just yet. Time will tell

[howdlep] 10/10/2012 14:27

The BOD will delist because that saves approx £300k per annum and management cannot raise sufficient funds for that. That is the key to the problem, as very little working capital is needed as they are not making new investments.
Now even as a delisted company, the investments could have value, although it is as tomboyb suggests, likely to be a firesale.
However, I sincerely hope that expenses are cut drastically. We do not need a full compliment of directors taking a salary. It is simply not needed.
Let us hope the Chairman acts on behalf of its shareholders and not his colleagues, the directors. Time will tell.

[mark knopfler] 10/10/2012 11:32

looks like this was known about on 26th sept, when an aggressive seller tried to sell a few at any price.

the market, as I recall, was 1.75-2, and he sold quite a few shares with a low of 1.1p.

no one would do that without inside information imo.

[tomboyb] 10/10/2012 11:28

They should effectively sell some of their investments even though it may mean a quick-fire sale which they may not achieve what they want to - Its a far cry from when Cedar bought a 25% stake here and management chose another option - I thought the wrong option and it does seem that this management don't really have much firepower.

The market does not want to take risks hence the inability to sell some or all these investments - On the plus they have no debt BUT if they came back as a cash shell they further investment would be needed and i don't think the current management would be in charge -

[howdlep] 10/10/2012 09:01

ammons,

Yep a bad outcome obviously. Management were unable to realise value for shareholders. It matters not whether that was down to poor investments, a lack of working capitial or a change in the levels of risk capital needed for one of the investments to be listed or sold off.

I have been left with a few, albeit at a well reduced level. Fortunately, it emphasises why it is prudent never to have all your eggs in one basket.
I hope all others who held a few, continue to make gains in other shares.

[wooster4] 10/10/2012 08:39

on the bright side, we should end up with something (given there is no debt!)

[ammons] 10/10/2012 08:34

howdlep
27 Sep'12 - 08:18 - 1151 of 1152


we are at the bottom of the investment cycle, hence why the risk/reward is now very attractive. Once one of the investments, detailed in the thread header or on the company website, is taken over or lists then there will be a huge re rating for IPS holders.

Oh well, what now?

[mark knopfler] 10/10/2012 08:29

Well thats that one gone then.

Shabbily managed from the start.

[howdlep] 27/9/2012 08:18

we are at the bottom of the investment cycle, hence why the risk/reward is now very attractive. Once one of the investments, detailed in the thread header or on the company website, is taken over or lists then there will be a huge re rating for IPS holders.

[mark knopfler] 26/9/2012 15:07

Its either a massive bargain or someone has run off to Rio with the money imo.

[howdlep] 26/9/2012 13:32

Interims out in October and news on those investments.

As you see when someone sells a small amount, the share price drops. But when people buy it moves very quickly.......

We just need good news on one of those investments and the share price could be a multiple of the current price.

This is a highly illiquid micro cap stock.

All will be revealed shortly

[howdlep] 29/8/2012 07:47

Seller cleared which is excellent news. So was Craig Rochford, Chairman, the buyer again?

One bit of good news re IPS' investments and this will move very quickly.

[howdlep] 16/8/2012 09:23

Another little tickup. Once we break above 2.5p momentum should build up as we move towards 3p. That director buying has added confidence. Now we await news that should ensure a real re rating

[howdlep] 10/8/2012 09:04

cheiftown,

With today's notification that Craig Rockford bought a further 400k @ 2p, to follow on from his 500k @ 2p on 3 August, this company is most certainly not doomed. Expect to see a listing for one or more of our investments in due course imo.

IPS is very illiquid so one or two buys will see a very rapid rise in the share price The time to be buying/accumulating is before a confirmation RNS imo.

[cheiftown] 10/8/2012 07:21

Based on current history this looks doomed

[euclid5] 03/8/2012 20:35

The current portfolio comprise of the following companies:

Company Description IPSO shareholding

Axilica Software tools for the design automation market 45%
Biocroi Advanced Microplates 6%
Cambridge Meditech Wound infection technology 100%
IPSol Energy Testing and other services for the solar photovoltaic market 27%
Medermica ph measurement technology 75%
Polyfect Solutions Technologies for dispersing particles within polymers 33%
Therakind Paediatric healthcare 36%
Wild Knowledge Data gathering and location based software 9%

[bozzy_s] 03/8/2012 19:57

Also what's the feeling re. this board of directors? Good history, bad history, no history?

[bozzy_s] 03/8/2012 19:56

Re. 1138/1139 ---> Results can't be announced before 3rd October due to director buying today. The closed period is 2 months.

Can anyone summarise what IPSO do / which investments they hold / which could potentially be blockbusters if they are spun-off, or listed on stock market themselves?

[theshareguru] 03/8/2012 17:01

is therakind going to be floated if so that will have been good for ipso,
when this share blows it blows , lets see what happens in the next couple
of weeks , looks like directors may know something ?

[huckle9] 03/8/2012 15:28

clutching at straws