Chrysalis Investments Share Discussion Threads

[riverman77] 28/2/2024 09:44

Thanks rimau - that looks about right to me. Yes I think could drive a major rerating well beyond 8p as market understands the value in the portfolio.

[rimau1] 28/2/2024 09:40

Stake is valued at £93m, we own 1% of Klarna i believe so we have Klarna valued at $11.7bn At us20bn IPO our stake is worth approx £159m. Its another 8p on NAV but more importantly an exit would trigger significant shareholder returns Can someone check my maths please i am doing this pre-coffee!

[riverman77] 28/2/2024 09:24

Does anyone know what Klarna is valued at by CHRY? Presumably £20bn would be a very big uplift if it is achieved.

[mirabeau] 28/2/2024 09:19

gone vertical

[rimau1] 28/2/2024 09:19

Reported on Bloomberg too. Q3 results looked strong with revenue growing and credit impairment down. Losses narrowing and demonstrating a Q on Q path towards profitability looks like all the boxes are indeed ticked for an H2 IPO. $20bn would be an amazing valuation 10x historic sales

[donald pond] 28/2/2024 09:13

Huge trades yesterday and higher volumes today bodes well for

[knowing] 28/2/2024 09:03

Klarna IPO Q3 Https://www.pymnts.com/news/ipo/2024/report-klarna-aims-for-q3-ipo-20-billion-valuation/

[arja] 22/2/2024 09:23

CHRY looking better today and could get to the 92 chart resistance in next week or so.

[donald pond] 19/2/2024 16:24

That would be great as I think many regard it as a write off.

[bielsainvestor] 19/2/2024 11:57

Graphcore has been flagged as Chrysalis Investments’ likely unnamed holding exploring a potential sale, following reports the British chipmaker is considering a sale to foreign buyers.

The Telegraph reported on Sunday (18 February) that the Bristol-based company has been discussing a potential deal with top tech companies to raise new funding after reporting heavy losses as it struggled to benefit from the AI boom. Industry sources told the newspaper that the company's major investors have raised the value of their stakes, which could indicate the deal would be worth more than $500m. Graphcore is also backed by Baillie Gifford through the firm's Schiehallion and Edinburgh Worldwide investment trusts. Graphcore and Chrysalis declined to comment.

[arja] 18/2/2024 18:44

chuko1 ,
that is because your IQ is too low to engage with me sport :) . I bet you are a brexiteer as that would fit .

[donald pond] 16/2/2024 21:40

CHRY will drift, much like AUGM, until it has news. It's a couple of months since we were told that they had visibility on one exit. Once we know more the rerating will begin in earnest

[chucko1] 16/2/2024 17:00

Literally incomprehensible. Not that I have much interest in engaging with a here today, gone tomorrow chartist.

[arja] 16/2/2024 15:56

no but maybe that is why you voted for self harming brsxit :) . Charts rule as always and slave to lead market in USA !what do tea leaves tell you sport ?

[chucko1] 16/2/2024 11:52

Arja - based on tea leaves?

[arja] 16/2/2024 11:31

SP has realy stalled but seems to be a buy at this 84 level but might consolidate for a week or so more before advancing :)

[rimau1] 14/2/2024 07:44

Wrong Bolt? Not our Estonian friends but a San Fran payments platform

[popit] 14/2/2024 06:05

rimau

Can you or anyone else explain this?

Bolt slashes price 97%

Also posted on TMT

hxxps://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback

[arja] 13/2/2024 13:40

whooops - knocked by US figures today along with most stocks

[wskill] 13/2/2024 11:09

Think we have all bought a few dogs in our time this company with all the high paid investment stars should do better than us , hopefully the highly paid employees who were in charge of the last fiasco have been given their marching orders .

[knowing] 13/2/2024 10:58

Good article to have a read of

[arja] 13/2/2024 08:49

chart tells the story and in short term uptrend heading for abouy 92/93 resistance area IMO .

[riverman77] 12/2/2024 22:16

It's all about sentiment - CHRY used to trade on a big premium when everyone was bullish about pre IPO companies. Maybe that day will come along again, but probably not for CHRY as I feel once you've lost your reputation it's difficult to recover, and let's face it CHRY has had a few serious issues along the way which investors unlikely to forget - so an organised wind-up best option for shareholders.

[donald pond] 11/2/2024 20:27

I agree but at the same time, if we are saying that if a company has £1m and invests it in a U.K. start up, that sum is instantly only worth £500 or £600k, we may as well shut the stock market down.

[rimau1] 11/2/2024 18:01

Riverman - agreed. Which is my interpretation of what we will get with the shareholder returns policy