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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Frontier Ip Group Plc | FIPP | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 1.00 | 3.57% | 29.00 | 08:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 29.00 | 29.00 | 29.00 | 29.00 | 28.00 |
| Industry Sector |
|---|
| NONEQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 22/11/2024 10:57 by jimmywilson612 Good that they're using PrimaryBID for us retail investors and giving us until Monday to decide.I'll be taking the weekend to reflect and decide. I'm already overweight in FIPP, but I do have long-term conviction in the company. Am I being like a battered housewife, in thinking that FIPP will change, just giving a bit more time. Or will it be another kicking to the loyal dog. I can decide after knowing the uptake for the £2.7M from their institution investors though. Reviewing their Annual Results; going to the different stages of their lifecycle (ranging from 1 - 6, 6 being open market, 1 being nothing more than an idea and a LTD company). Stage 6 - 1 (2023 to 0 in 2024) - Exscientia sale Stage 5 - 0 / 0 Stage 4 - 14 (2023 = 9) NAV has gone from £23.6M to £28.8M. £2.7M of which is increase in existing and £2.5M is a transfer between stages. Stage 3 - 6 (2023 = 5) NAV from £5.8M to £3.7M. -£1.9M transfer to stage 4. -£244K in Fair Value. Stage 2 - 2 (2023 4) £1.1M to £580K. -£613 transfer to stage 4 Stage 1 - 3 (2023 4) So the balance of holdings is going in the right way. Looks like during the year, 2 companies went from stage 2 to 4, and one company went from stage 3 to 4. That leaves a shortfall of 2 companies, assumping GreenEnergyTech or DeakinBIO (could be wrong) |
Posted at 21/11/2024 15:03 by acuere This is what frustrates me with Fipp. On their website portfolio, they tell us Amprologix hoping to commence Phase 1 trials in early 2021.Surely they have someone on the payroll capable of providing updates on the companies. It would be so much more helpful for shareholders instead of them having to search companies house and Linked-In to find any progress. That said, we must have friends at Innovate, as their name keeps cropping up with these grants. I also see that Amprologix were at Investival this last week so hopefully attracted the interest of investors. |
Posted at 21/11/2024 13:40 by jimmywilson612 I'll go back to just doing research on FIPP as opposed to speculating on this FY Report then;Couple of bits I found researching, which I don't think has been mentioned; hxxps://www.amprolog Amprologix (which I thought was long dead) has secured a £1M grant back in April and has a recent new website to showcase. Assume it might be looking to fund raise in near feature if its now highlighting news articles more regularly. hxxps://gtr.ukri.org Nandi Proteins secures a £300k grant for their egg-white replacement. |
Posted at 14/11/2024 16:18 by acuere Anyone got an idea what our 20.8% stake in CamGraphic is valued at? It was worth £1.5m in September 2021. And to June 2023 the valuation was increased by £1.4m. So it maybe in the books at only £3m.It’s best to wait for confirmation but if they have raised £21m from those shares alone that would increase Fipp NAV by £36m. At a mkt cap at a 50% discount to NAV, that still, in theory adds £18m to current market cap. Or in other words a doubling of current share price As I said, best wait and see, but worth having that info to hand just in case. I had a speculative buy this afternoon, shows as a sell as less than mid price. Would suggest there’s still a seller in the background. |
Posted at 21/10/2024 19:18 by petrencf I doubt they would fail, Jimmy. There is a strong institutional support behind them. They did not wait those long years to jump ship when success is on the horizon.Look at Octopus' increased holding or Odd Asset'stakebuilding recently.Otherwise nice finding. If ey manage to raise those funds, Fipp might will end up with a decent stake in a company with 21 million cash in hand. |
Posted at 21/10/2024 16:16 by jimmywilson612 The issue that FIPP has it that people look at the short term too often and get caught up daily movements.The companies FIPP take time to nurture and invest in are high risk, and the vast majority of FIPP's companies will fail. Unfortunately, that's the nature of the beast we're in. However, overtime, I still believe in the long-term value on offer here and the development of the portfolio is progressing, without unfortunately the price reflecting this. The news that is going to come out of CamGraphIC over the coming period I think will be exciting..... |
Posted at 18/10/2024 14:40 by jimmywilson612 FIPP has been on a slide for a longer time than just today.AIM Shares / IHT / Companies tightening belts / Government reigning in spending (therefore fewer grants)? Who knows. I wouldn't worry about daily movements of FIPP share price, but this is the type of share that I've invested into via my Pension and will hold for decades or go bust.... Lets see if I'm eating Steak or Tins of Beans come my retirement. |
Posted at 14/10/2024 09:15 by rivaldo Welcome Marksman, a good choice imho!The Oak Bloke published a nice summary of FIPP on his Substack on the weekend: "Conclusion So £0.5m million of gains appears nailed on, but potential for other “fair value” gains too. What’s more exciting is the level of commercialisation at the above holdings. Tiles you can actually buy at Topps Tiles, hyper-efficient fast charge USB cables you can buy, and Robots earning lease income from grateful Farmers. Then there’s other holdings building readiness for commercialisation: Vaccines heading towards regulatory approval solving million and billion pound problems, eggwhite replacement agreement with a Commercial Partner, a factory being built to offer Spectroscopy lasers for near real time analysis of samples. The first point to make is that many of these are not wacky ideas but real needs with real benefits. Fewer human crop pickers but growing demand for fruit (without getting into the reasons for that like post-Brexit and various US crackdowns on immigration). Faster charging but inefficient cables which can slow charging down. Damage the precious device. Woeful levels of cancer diagnosis due to the speed and complexity of mass testing via Spectroscopes. Unhealthy junk food filled with unhealthy fats. Zoonotic diseases which could wipe out farmers incomes - or indeed the world. The second is that the FIPP ownership percentages of around 20%-30% are chunky holds and we are not talking a 1% stake with tiny upside. The third is that the total addressable markets appear to be enormous. The fourth is that FIPP have a track record of results. 7000 bagger is an impressive record. So for the patient and shrewd, FIPP at 32p is at an astonishing 62% discount to its last 84.2p NAV. Despite its 44p+ over 6 years earnings and the fact that it holds a number of potential multi baggers, some which are either at a point of commercialisation or are close. Will this multi bag in the near term? Refer back to the bit about being patient. But the Full Year results should give a flavour of progress and so at the very, very least I would suggest to readers to give that a once over later in October." |
Posted at 11/10/2024 08:55 by rosejs2 As a long term shareholder.. I have a conundrum that keeps going round in my mind...Why would a Private equity house not bid for FIPP, With the severe disconnect between share price and portfolio worth, a successful bid would allow the new owners of FIPP to fund the portfolio to IPO.. and importantly take the individual entities to either a trade sale or a flotation and take the profits accordingly...Is my conundrum a complete fallacy? |
Posted at 12/9/2024 06:35 by rivaldo Good to see another investment fund in here, taking over 5% of FIPP or 2.84m shares:Here's their investment philosophy - the founder certainly has a strong background (looks like he's an accountant for a start!): "Alex Odd founded Odd Asset Management in 2014. Previously he managed income funds at M&G, including their £1.3 billion Dividend Fund and Jupiter, where he was the assistant fund manager of the flagship Jupiter Income Trust. Alex began his career at PWC." |
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