Molten Ventures Share Discussion Threads

[nerja] 30/11/2021 16:42

A UT close to 5 million at 9.25 at the end pretty chunky

[cordwainer] 29/11/2021 11:47

hey rambutan, can the thread title be updated ?

[cordwainer] 29/11/2021 10:53

i'd already noted my error, thanks.

[rik shaw] 29/11/2021 10:43

the 37% increase is for Gross Portfolio Value, not NAV uplift or portfolio fair value increase. Gross value change must include the £107.7m capital raise in the period, which is only gradually being deployed.

[cordwainer] 29/11/2021 09:37

I seem to be reading that 35% NAV uplift is expected for the full year, whereas 37% uplift has already occurred in H1, therefore no uplift expected for H2... ? edit: my bad, that's gross portfolio value not NAV.
Also seems like the 27% noted in the highlights is a mistype whereas the 37% under the Portfolio Valuations heading is the correct figure.
Expectations for the full year have probably been influenced a bit by the post-H1-period markdown in UiPath and Trustpilot share prices, for example.

[igbertsponk] 29/11/2021 09:16

Cracking results. Great company.

[rik shaw] 29/11/2021 07:53

Interim Results


NAV per share increased to 887p

27% Gross Portfolio fair value growth in the six-month period to 30 September 2021

anticipate fair value growth in the region of 35% for the full year to 31 March 2022, subject to wider market conditions

[tomps2] 26/11/2021 09:11

Alexandra Jackson Interview with PIWORLD

Alexandra Jackson mentions Molten Ventures (GROW) at 17m32s in the latest PIWORLD interview

Watch the video here:

Or listen to the podcast here:

[igbertsponk] 25/11/2021 10:49

The ones I sold were a 36 bagger, so I'm not complaining. Not often you can exit - was a sale to the new institutional investors in the last round.

[princesa_consuela] 25/11/2021 10:45

Oh that is not nice.
I have never used Crowdcube, I didn't know you were allow to exit and sell your shares.

[igbertsponk] 25/11/2021 09:33

Yes, the Freetrade fundraise (topped out at £8m) is at more than double the price Molten got earlier this year.
And annoyingly twice the price I sold half my Freetrade shares!

[princesa_consuela] 25/11/2021 00:13

Freetrade is just open to crowdfunding from today on Crowdcube. As you can imagine it is oversubscribed already on the first day. This should provide another uplift to the non-listed companies that GROW:LN has invested in.

[rambutan2] 24/11/2021 21:48

Out of interest, the listed investments and price on the interim's valuation date:

Trustpilot (LSE: TRST) was £3.85 on 30/09


Cazoo (NYSE: CZOO) was $7.70 on 30/09


Ui Path (NYSE: PATH) was $52.50 on 30/09


" ...ahead of its interim results for the period ended 30 September 2021, which are scheduled for release on (Mon) 29 November 2021.

Highlights:

-- NAV per share is expected to be not less than 885p (30 September 2020: 600p; 31 March 2021: 743p)"

[davr0s] 12/11/2021 10:09

Trading at a level seen as far back as a whole two weeks ago. Noise - no need to go hunting for a reason. Poor name change btw - I hope they didn't spend more than a coffee break coming up with that but i fear they hired some external company and spent many management hours to do it

[dekle] 12/11/2021 10:07

Perhaps AIM funds are selling now it has a full listing?

[donald pond] 12/11/2021 09:35

I've added a few here

[w1lbur01] 12/11/2021 09:09

That's me in today with a small first pot looks good but who knows at the moment. I hold Avon so what do I know!

[melton john] 12/11/2021 08:53

I used to think Don Draper from Mad Men TV series and a company he started lol.

[melody9999] 12/11/2021 08:34

get rid of the draper and esprit would have sounded quite good.

but whatever - these guys have invested very well to date and no reason that should not continue

[johnrxx99] 12/11/2021 08:21

Is this the Moulton Ventures thread?

[p1nkfish] 10/11/2021 13:25

Wonder if Draper wants his name taken off it for some reason or just to seperate.

[cordwainer] 10/11/2021 12:46

Although Draper Esprit sounds like a shop selling loud colourful fabrics and clothing.

[skyracer] 10/11/2021 08:31

What a spivvy name

[johnrxx99] 10/11/2021 08:05

Should we change the header title?

[p1nkfish] 10/11/2021 07:33

Drones ok except where high % of teenagers with air rifles or areas of LA where they are taken down as target practice.

Enjoy!