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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
|
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|---|---|---|---|---|
| 1.00 | 2.35% | 43.50 | 14:44:13 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 42.50 | 42.50 | 43.50 | 43.50 | 42.50 |
| Industry Sector |
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| NONEQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
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Posted at 08/2/2024 21:29 by aqc888 We’ve only been told how wonderful this tech is by Pulsiv and its distributors (which is what you’d expect). But I’m just a little surprised this tech hasn’t made it into any known manufacturers products yet. As an investor I’d like to see it gaining traction by now. |
Posted at 07/2/2024 11:37 by acuere It was only Sept 22 that Osmium launched. I have to assume that as distributors have had them on sale for a while (Digikey £4.34 for 1, or £6538 for reel of 3000), that sales are being made. How quickly that shows as products on the shelves is another matter. What we want to see is an announcement that a big Tier 1 company is going to be using the chip. That should get investors attention.For me, I’m happy to trust that all the chatter surrounding the product is genuine and we will soon see this game-changing disruptive technology becoming commercial and justifying the talk that Pulsiv will be the Arm equivalent in power conversion. |
Posted at 29/1/2024 10:04 by rivaldo Cheers acuere, excellent news.Here's ST's full tip for FIPP in the IC: "Back future tech winners via Frontier IP Smart technology funds are investing in tile company Alusid ahead of an IPO – and so can you through this below-the-radar investment company January 22, 2024 by Simon Thompson Portfolio attracts high-profile technology investor 50 per cent share price discount to NAV Edinburgh-based Frontier IP (FIPP:40p), a technology investment company that provides commercialisation services to university spin-outs in return for ‘free equity’ stakes, has announced a successful capital raise for portfolio company Alusid. Alusid creates premium-quality tiles and architectural surfaces by recycling industrial waste ceramics, glass and other materials, much of which would end in landfill. As part of a larger £1.13mn funding round, Octopus AIM VCT funds are investing £0.5mn in Alusid, which values the company at £9.5mn. Frontier IP holds a 35.4 per cent equity stake in Alusid worth £3.3mn. The cash proceeds will be used to support Alusid's expansion into new product ranges and territories. For instance, the company is developing hard-wearing floor tiles, which are expected to launch commercially this year, and is in discussions with potential distributors in Scandinavia and Northern Europe. It is also exploring options for an IPO later this year. There is clear momentum in Alusid’s business. In the past year, the company has launched environmentally friendly products with Topps Tiles, the UK's largest tile retailer, and is in collaboration with Imerys, a world leader in speciality minerals, to develop floor tiles. Other customers include H&M, Pret a Manger, BBC and Starbucks. Prospects for further gains on Frontier’s portfolio are being woefully undervalued. To put this into perspective, Frontier holds a liquid £2.3mn stake in Nasdaq-listed Exscientia (US: EXAI)Exscientia (US: EXAI), a clinical-stage pharmaceutical technology company, pro-forma cash of £2.5mn (after factoring in operating expenses in the past six months), a £33mn equity portfolio, £5.9mn of debt investments and £1mn of trade receivables. Ignoring the possibility of valuation uplifts in the forthcoming interim results, the £22.5mn market capitalisation company is rated on a 50 per cent discount to book value. That’s an extreme discount considering the progress being made by multiple investee companies including its largest holding, Plymouth University spin-out Pulsiv Solar, a green technology company that has developed on-chip technology to improve the energy efficiency of power supplies, battery chargers, LED lighting and photovoltaic solar cells. Frontier IP’s 18 per cent stake in Pulsiv had a read-through valuation of £9.3mn following Pulsiv's last fundraising. So, although Frontier IP’s share price is slightly shy of my last buy call (‘Bag a technology bargain buy’, 31 October 2023), there is a clear disconnect between the value embedded in an exciting investment portfolio and the price attributed to its investments by the market. Buy." |
Posted at 05/1/2024 10:56 by rivaldo FYI Techinvest reviewed the prelims as follows in their recent December issue:"Frontier IP 40.5p (FIPP; AIM) Results for the year ended June 30 showed good operational progress among the fund’s portfolio companies against a background in which valuations for unlisted tech operators softened. Net assets per share for the period decreased by 8% to 81.8p. The unrealised loss on the revaluation of investments was £0.97m compared to an unrealised gain of £10.91m in the prior year. Part-disposal of the fund’s holding in Exscientia generated cash of £4.92m, realising a loss of £0.79m. This compares to a part-disposal of Exscientia in 2022 which generated cash of £6.53m and a profit of £2.87m. The fair value of the equity portfolio decreased by 17% to £32.97m following disposals of £5.71m and additions of £0.75m. The cash balance at the year-end was £4.6m (7.9p per share) compared to £4.37m a year earlier. This was a resilient performance from Frontier against a challenging background for private equity valuations. The portfolio continues to mature, with several companies generating revenues, having achieved commercial traction. Others have made good industrial and technical progress and are described by Frontier as either at or reaching their inflection points. Two new portfolio companies, Enfold Health and GraphEnergyTech, were added, and a further one (DeakinBio) joined the portfolio after the end of the year. Despite difficult market conditions, several portfolio companies raised funds. Exscientia was the first portfolio company to list, with a good overall profit for Frontier, but others are approaching that point, including Alusid which reported that it is exploring options for an IPO in 2024. We strongly believe that tech investors should have some exposure to private equity in the sector and Frontier is one of our favourite plays, offering a well-focused approach with good diversification across a range of promising technologies and market segments. Subscribers can learn more about Frontier’s portfolio companies by vising the website at www.frontierip.co.uk |
Posted at 02/11/2023 11:10 by rivaldo For the record, here's the IC's new FIPP tip:"Bag a technology bargain buy A 50 per cent discount to NAV is harsh given the operational progress being made by the group’s investee companies NAV falls 6.5 per cent to £45.5mn (81.8p) Cash and listed stake in Exscentia currently worth £6.2mn (11.1p) Progress on multiple investee companies Shares in Edinburgh-based FrontierIP (FIPP:41.5p), a technology investment company that provides commercialisation services to university spin-outs in return for ‘free equity’stakes, dipped 10 per cent post annual results.The fall was caused by an unexpected 6.5 percent (£3.1mn) reversal in net asset value (NAV)after the group booked a £2.2mn unrealised loss on its 17 per cent stake in The Vaccine Group(TVG). TVG is creating a range of vaccines based on a novel herpes virus-based platform to prevent the spread of economically damaging diseases in livestock. The company now has eight vaccine candidates approaching proof of principle. Its most advanced projects are for pigs. During the year, TVG successfully developed a vaccine candidate for streptococcus suis, a bacterial disease carried by pigs that causes productivity losses as well as meningitis and other symptoms in humans. The project was funded by the UK and Chinese governments. In addition to streptococcus suis, TVG has developed a transmissible candidate vaccine against a virus called Lassa fever for use in ratsthat spread the disease. Funded by a US government agency, a small-scale trial showed the candidate could be transmitted between rats,significantly improving their immunity to Lassa fever and reducing its spread between them. The company is in discussions with potential partners.Progress on monetising its technology will be needed to drive TVG’s valuation higher, but that’s not out of the question. It’s something that Plymouth spin-out, green technology company Pulsiv Solar, the group’s largest holding, is already doing. Its on-chip technology not only improves the energy efficiency of power supplies, battery chargers, LED lighting and photovoltaic solar cells, but is proving popular with leading electronic component suppliers around the world looking to exploit the commercial opportunity. A £1.5mn fundraising placed a £50mn pre-money valuation on Pulsiv,which means that Frontier’s 18.2 per cent equity stake has a read-through valuation of £9.4mn,accounting for 28 per cent of its £33mn equity portfolio at the 30 June 2023 financial year-end. The operational progress of harvest robotics developer Fieldwork Robotics, a spin-out from the University of Plymouth, is also attracting investor interest. Post Frontier’s financial year-end, the company secured a £1.5mn investmentfrom Elbow Beach Capital, a decarbonisation,sust It’s a similar positive story at Cambridge University spin-out CamGraPhIC. The company’s graphene-based photonics run at higher speeds and lower temperatures than equivalent technologies – and therefore use less energy. Datacentres, which consume around 1 per cent of global energy output, are one potential marketfor its optical transceivers. Sir Michael Rake,former chair of BT Group(BT.A), invested in CamGraPhIC’s latest funding round, which raised £1.26mn to complete the fabrication and testing of demonstration devices with multinational companies. The technology is starting to gain traction with governmental organisations, too. In the financial year, Frontier booked a £1.4mn gain on its 20.8 per cent stake in CamGraPhIC, in line with the fundraising valuation, and a £0.7mn gain on its £2.6mn loan note holding. Deep discount to sum-of-the-parts valuations Post period end, Frontier IP subscribed for a further £1.3mn of CamGraPhIC loan notes (of which £0.8mn was classified as Advances in the2023 accounts) to accelerate its development.The investment reduces group pro-forma cash to £4.1mn. In addition, Frontier intends to dispose of more shares in Nasdaq-listed Exscientia (US:Exscientia(EXAI) Effectively, the liquid stake in Exscientia and pro-forma cash are worth £6.2mn (11.1p) or a quarter of the group’s market capitalisation of £23mn (41.5p). It means that Frontier’s £33mn(59p) equity portfolio, £5.9mn (10.5p) of debt investments and £1mn (1.8p) of trade receivables are in the share price for 58 per cent less than their combined carrying valuations.That̵ |
Posted at 22/10/2023 20:13 by aqc888 Interesting article, investors have to factor into Frontiers share price however that venture capital success rates are quite low. According to Shikhar Ghosh, a senior lecturer at Harvard Business School, up to 75 percent of venture-backed startups don’t succeed in that they never return cash to their investors. His research also shows that 30 to 40 percent of those 75 percent liquidate assets, with their investors losing all of their money.Frontier in its backing of exscientia has illustrated it has a proven strong record. Its unique approach to gaining equity stakes at a very early stage ensures they have a broad and cheap entry point to many investments. They can in effect choose which investments to nurture and which to allow to die on the vine. A Darwinist approach other venture companies cannot so much afford to do after paying for equity stakes. Frontiers approach is very time intensive though… however much of this time has already been invested and the current low share price is an abnormally with so many of these investments getting closer to reaching fruition |
Posted at 20/10/2023 18:35 by jimmywilson612 I'm a long term investor here so I wrote a blog about my thoughts on the company. It's my biggest holding and I've detailed why. I'd love to hear any other different opinions out there hxxps://ukstockwatch |
Posted at 16/10/2023 11:55 by jimmywilson612 As some of you have noticed, I have joined Pulsiv full time having been involved in the company for a while as an investor and non-executive director.So, what is Pulsiv? Pulsiv has developed a silicon chip which increases efficiency of electrical energy conversion by up to 20% while decreasing the component count and BOM cost. That might sound dull, but the exciting part is in the wide range of applications across renewable energy generation, storage, distribution and consumption. Applications include: highly efficient solar inverters, solar power optimisers, domestic super fast EV chargers, battery energy storage, small high power USB-C power adapters, LED lighting, TV’s… the list goes on and on. Furthermore, the jump in efficiency is being achieved without the need for exotic electronic components or manufacturing lines. The chip is available today and is shipping. If you have a high volume application, we will license. This is not a future wishful technology, it is here today, now. What makes Pulsiv super exciting to me is that it allows people to use less, but do more or create more with less. As the world faces the energy and climate crisis, solutions are needed today to better the standard of living while not abusing the planet. Efficiency is a key element in achieving this. We want to drive positive change, by being the "ARM" of power electronics. If you have an application, want to partner with us and make a positive innovation jump, then please do reach out to me. Looking forward to making a difference together! |
Posted at 14/6/2023 16:16 by aqc888 AIM is littered with companies making claims that never materialise. Frontier, given their recent share price drop need to address this fear amongst aim investors. Whilst constant updates with nothing happening can also frustrate, I think it’s important to address the point made above regarding slow progress at Pulsiv with an explanation of when sales will start, rather than allow investors to assume the worst. |
Posted at 22/12/2022 19:31 by aqc888 I think many investors (including myself) will struggle to assess the portfolio frontier has accurately. Not many investors will have such a broad understanding of investments from biotech to consumer electronics etc. (especially when the investments are pioneering in their fields). Whilst this diversification I see as a positive and while Frontier try to address this with investor days whereby you can meet these companies - most investors here will probably invest based on one or two portfolio companies they really see potential with, and cross their fingers with the rest. My point here being that I’m inclined to believe, based on the previous success of Exscentia and the increasing momentum of Pulsiv and TVG, that this portfolio might be stronger than the market has priced |
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