Share Name Share Symbol Market Type Share ISIN Share Description
Braveheart Inv LSE:BRH London Ordinary Share GB00B13XV322 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 16.00p 15.00p 17.00p - - - 0 05:30:39
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.8 1.5 5.5 2.9 4.33

Braveheart Investment Share Discussion Threads

Showing 151 to 175 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
Getting very close to results day now (Tuesday - probably 7AM). Very interested to hear about how Kirkstall is progressing and the impact that the Lonza agreement is having. We already know that it is being used in over 70 different labs in over 15 different countries, and this product is not inexpensive, so it would be very interesting to hear how that is equating to sales and profits, and what the potential growth figures look like. Then consider that the organ on a chip market is expected to grow from $5 million in 2016, to reach $170 million by 2023, growing at a CAGR of 63.2% from 2017 to 2023 (hxxps:// So Kirkstall are operating in a market which is expected to grow incredibly quickly, and the Lonza deal should really allow Kirkstall to take advantage of this explosive market growth. They're running a webinar on Monday (hxxp:// to discuss the applications of Quasi Vivo and a study that was completed on it: "Chandorkar et al. (2017) recently demonstrated that the QV600 system provides significant benefits in the development of airway cells. The perfusion of media provides cells with a constant supply of nutrients and removal of waste, resulting in NHBE cells showing; • Significantly accelerated and higher ciliogenesis • Increased cilia movement • Enhanced mucus production • Improved barrier function This improved functionality under perfusion can reduce the time taken for experimental procedures by up to two thirds" I'm not going to pretend to understand the science of it, but the last line in particular, as well as the tie-up with Lonza, its already widespread application in labs worldwide etc, suggests to me that we have a very beneficial product here, designed to overcome "the failures of traditional in vitro research and animal research models." (hxxp:// The board of Kirkstall believe this business is currently worth £5.6m, which would value BRH's stake at over £2m (versus their currently recognised value of about ~£200k), and I really wouldn't be surprised to see this increase very significantly over the coming months and years, as Kirsktall continue to grow their product offering, and have the Quasi vivo products adopted into an ever-growing number of labs worldwide.
Results just 9 trading days away now. From the April update we know this should show an improved performance of the fund management unit, and substantial increases in the value of investments in Paraytec Limited and Kirkstall Limited. This should give a substantially increased profit after tax for the year. Given profit last year was £780k, I would expect profit to be around £1m+ for the year. We also know that Kirkstall has a worldwide marketing and distribution agreement in place with Lonza, who are a big global player in supplying to the pharm and biomedical industries. The directors of Kirkstall are trying to raise money at a pre-money valuation of £5.6m. Given Braveheart hold 43%, or 37.6% diluted, this could value their share at £2m+, when BRH currently recognise the value of their share at £287k, so this could mean a revaluation (and effective profit to BRH) of over £1.5m if the funding is successful. We know that Paraytec produce a range of award winning UV area imaging detectors, used in scientific research. Given the expected significant revaluation of Braveheart's investment, I expect to hear that this business is performing strongly and growing its customer base. Gyrometric produce a digital measurement system that has the potential to improve efficiency and save money when applied to various industries, such as the operation of ships, and wind turbines. The company has suggested its focus on developing the wind turbine market, and 2 recent posts on their website suggest that this is progressing well. The group also has its fund management business, which generated good revenue, and achieved a profit of £300k+ in the prior year, and the April update suggested that this was improved upon in 2018. So the results on the 19th, in my opinion, should show significant progress has been made by the group and its portfolio, with a profit of around £1m, £1m+ in cash, and net assets of £3.5m+. I also expect a bullish outlook for 2019 performance, with further progress expected to be made in all 3 of the group's key investments. Versus a market cap of £4.4m, this seems very good value to me.
Not heard from these for a while and still hold quite a few so good to hear things progressing on all fronts. This is one to buy and leave for a couple of years while their investment's mature.
Thanks for those links ydderF
sales havent collapsed. They just havent realised any of the legacy investments during the reporting period which they did last year. On a like for like basis profits have actually increased. BRH is all about the three strategic investments but unlike most investment companies they also have the fund management business to pay for the PLC costs, so it doesnt erode the cash pile. Added more today
Apart from sales and profits collapsing, this firm is too volatile for me to invest because of inconsistent returns. For other companies’ result, click
great announcement from BRH this morning. 1 of their 3 strategic invetsments is being valued at 5.6m and they have in the books at 300k. They own 46%. So i simple terms this adds c.2m to NAV - thats 7p a share. More importantly is that it will give visibility to the bsuiness and its 3 recent strategic invetsments which will now be scrutinised for furtehr hidden value. Not to mention the legacy investments before th enew mgt team came on board. So in this dot com like world of valuations i think to raise funds at 5.6m opens up the possibility that it might grow to be worth 20m+ , and suddenly the portfolio of investments become exciting. it also gives the management credibility which means they can acquire scale. Their UK VC fund mgt business provides a nice stream of underlying profitability and they say that imminent realisations their will create value. The also have 1.6m in CASH (8p a share) And it is nicely confirmed with a 7 YEAR chart break out on volume as a whole new set of investors come on board. So of course there is mega risk, but I do see downside as being very limited, and upside is a multi bagger, especially if you can get < 20p All IMHO, DYOR + BoL BRH is in my portfolio (small speculative outside ISA)
thirty fifty twenty
Most bailing out now
Tipped to me yesterday falia and bought in at 17p I would love a bagger today.
love it
Solid long term hold for me this. Very well run under the new team with some excellent early stage investments.
Https:// From 52:04
Definitely more consistent volume on a daily basis now swizz. Looking forward to an update in a couple of months time and in between will carry on topping up on any dips. GL
bf, it does appear a few have latched on to it and not that unexpected taking into account the progress over recent months,...GL S
Hi Swizz the above article certainly highlights the potential here. I had topped up a couple of times and was hoping to quietly carry on but all of a sudden today somebody else has cottoned on to it and blimey the price jumped. Not sure if it got a tip somewhere but wouldn't be surprised. I'll give it a week or two to settle down then carry on slowly building. GL
bf, welcome aboard and good to have another poster, unfortunately TB is not at his best during media interviews, which is in complete contrast when he is one to one, the turn around since TB took the reigns is seriously impressive and bodes well for the future, there is some great things happening at Kirkstall, Paraytec, DI4D, Pyreos, Gyrometric, Viking, Vascular Flow, with the added bonus that everyone of them is producing and generating revenue, .....GL S Braveheart Investment keeping the momentum going INVESTMENT OVERVIEW: BRH THE BIG PICTURE Braveheart seeks to back nascent technology companies and work closely with their boards It is hard sometimes to value an investment company like Braveheart Investment Group PLC (LON:BRH), which plays the long game, backing promising technology businesses. Then, along comes a “value realisation” moment, as they call it in the trade, and things get a bit clearer. Such was the case in July, when the company announced it was in advanced talks to dispose of a stake in one of its investee companies, mLED Limited. The share price doubled, and though it came off the boil after the sales was confirmed in September, the shares are still up a very handy 77% over the last year. The group has a 1.25% direct holding and 3.75% stake held through subsidiary Strathclyde Investment Fund in mLED. Proceeds from the sale were £399,000 in cash compared to a book value of £96,000. The money went in the kitty, to invest in more promising technology companies. Talking of which … shares were on the rise again in January 2017 as the company took a 47% stake in Gyrometric Systems Limited, an engineering firm using technology developed at Nottingham Trent University. Gyrometric provides monitoring technology that measures the performance of drive shafts in a wide variety of applications. In effect, the technology tunes the devices, enabling them to operate at maximum efficiency, thereby saving energy, maintenance and capital costs. The large stake taken by Braveheart represents a continuation of the change of strategy by Braveheart, with the company gaining in confidence and backing its judgement more heavily. Not that Gyrometric seems like a particularly risky investment. Braveheart said Gyrometric already has established sales partners in Germany and Asia on which it will now build and expects to break-even in 2017. Selling a stake in a company provides a nice occasional bonus for the company, but the steady income is provided by its wholly-owned subsidiary, Viking Fund Managers. Viking's main fund management income comes from the Finance Yorkshire Equity Fund contract, but it also provides specialist fund management services to other funds that are in 'run-out' mode. This specialised management work tends to generate enhanced fees in excess of standard fund management fees due to the intensive nature of this work. The emphasis for the FYEF is now on portfolio management rather than in seeking new investments and the unit is seeking to win the management contracts for further funds. Viking was recently awarded an additional sum of £2 million of new capital to invest through the existing FYED contract, which means that the investment phase of this contract has been extended into 2017 – March, to be precise. Once this extended investment phase of the contract is completed, Viking will concentrate on realising fund investments with this part of the management contract expected to be completed during 2019. Viking was not successful in winning a fund management contract for the initial phase of the new Northern Powerhouse Investment Fund initiative; however it continues to work with a number of third parties with a view to gaining new fund management contracts. Interim results for the whole group released in October revealed costs were cut in half from a year earlier, which meant pre-tax profits for the six months to September 30 of £475,000 were the largest since the company floated more than eight years ago. They were achieved on revenues of £562,000 and compared with a loss in the comparable period last year of just over £1mln. Overheads fell from £868,000 to £435,000. The comp recently took on 33% of Paraytec, a York-based scientific instruments specialist, and 28% of Kirkstall, which makes equipment for cell tissue labs. Both companies are performing well, either meeting or exceeding internal targets set for them. Sales have now begun of Paraytec's ActiPix D200 system, which was recently introduced into the global pharmaceutical market, Braveheart revealed. Sirius Analytical, one of the first ActiPix licensees, has successfully launched a new drug dissolution imager, incorporating ActiPix technology. It has already met with strong interest from global research laboratories that are interested in licensing the ActiPix wizardry, Braveheart said. The royalties generated from such licences are expected to comprise the majority of Paraytec's future income. Meanwhile, sales of Kirkstall’s 'organ-on-a-chip` system, Quasi Vivo, are ahead of forecast. Research group Research and Markets estimates that the global `organ-on-a-chip` market is poised to grow at a compound annual growth rate of around 69% over the next decade to reach about US$6.13 billion by 2025.
Very quiet here considering the potential highlighted today. Bought a few as it appears they may have a decent future with one or more of their stake holdings. Making cash and cutting overheads, cant argue with that and a Mcap under £4M. Todays interview isn't the most flowing and I think this guy would struggle to explain how to boil an egg but the last few sentences of what he says are worth hearing. Http://
The Strategic portfolio would appear to be taking its next meaningful step, an intriguing development and I wonder what the Braveheart team have spotted? The mind boggles in relation to the remote monitoring applications and all things IOT,.....GL S hTTp://
Why is Braveheart so quiet?,there is considerable material news flow from their investee companies and not a word, very odd,....GL S Finance Yorkshire secure another £5M extension. hxxp:// Kirkstall Ltd sign a marketing and distribution agreement with Lonza! Campaign starts in 2017. hxxp:// Pyreos raise another £1.8M to leverage their sensor tech into multi billion wearable technology sector. hxxp:// The list of recent news continues, with Paraytec, Concepta, Vascular flow, etc.!!
Chat Pages: 7  6  5  4  3  2  1
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