Share Name Share Symbol Market Type Share ISIN Share Description
Frontier Ip Group Plc LSE:FIPP London Ordinary Share GB00B63PS212 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.25 0.25% 102.00 101.00 103.00 102.00 101.25 101.25 216,500 12:53:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 0.4 4.2 8.8 11.6 52

Frontier Ip Share Discussion Threads

Showing 176 to 200 of 200 messages
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Back in May 2019 when there was talk of Exscientia going for a Nasdaq IPO.This was the sort of valuation talk at the time “ According to analyst Ian Jermin of Allenby Capital, which acts as a broker for Exscientia shareholder Frontier IP, the company could be worth as much as £1 billion in a float.” Exscientia has made strong progress since then so it will be interesting to see what value they are given if this IPO proceeds. At £1b then Frontiers 2.4% of Exscientia would be worth £24m, which is a sizeable chunk of the current mkt cap of £53m.
Portfolio news - Registration statement filed for proposed initial public offering of Exscientia in the United States Frontier IP, a specialist in commercialising intellectual property, notes a registration statement on Form F-1 (the "Registration Statement") has been filed for portfolio company Exscientia Limited with the U.S. Securities and Exchange Commission (the "SEC") relating to a proposed initial public offering of Exscientia (the "IPO") in the United States of its Share Securities ("Share Securities"). The Registration Statement relating to the Share Securities has been filed with the SEC but has not yet become effective. The Registration Statement can be accessed at the following link: hxxps://www.sec.gov/Archives/edgar/data/1865408/000110465921114491/tm2119783-5_f1.htm At this stage there can be no certainty on the IPO proceeding nor the terms or timing of the IPO. Further announcements will be made by Frontier IP at the appropriate time.
Looks like this will be their first liquidity event, well done! Plenty more to come!
Nice announcement onwards and upwards
Yes first invested a number of years ago the had £500 a month for a number of years drip feeding in a share builder. The board as been strengthened considerably in a number of the holdings and I’m extremely confident the valuation is approaching take off . Pulsiv is the most exciting company with enormous potential the near 20% stake alone could be worth multiples of the current Mcap and I don’t think I’m over playing things with that comment whatsoever.
Very happy with my holding in Frontier IP. A lot of exciting opportunities and a CEO who’s quiet confidence has my trust. A few holdings are on very very modest valuations. This will continue with strong growth, probably continue to have a very volatile share price along the way.
I reduced at 103p and I would consider below 80p as top-up territory, which would price FIPP at a premium to NAV comparable to Draper Esprit (GROW) of approx 25 to 30%. NAV/ps for H1 was 56.8p and I guess positive progress since then should see NAV/ps of approx 60p now. With both stocks being focused on deployment of disruptive technology and potential unicorns they apparently warrant premium valuations and reasonably patient investors.
Frontier IP, announces that its portfolio company, CamGraPhIC Limited ("CamGraphIC" or the "Company") has put a loan facility for funding of up to £1.5 million so CamGraphIC can accelerate the development of its growth.
Paul De Gruchy - Scrip Issue allotment of ordinary shares Volume 10,451 Following the above transaction, Paul De Gruchy, the Non-Executive Director of the Company has a beneficial holding of 600,770 Ordinary Shares in the Company which represents 0.068% of the total voting rights of the Company.
swiss paul
@best1467 agreed as per my previous post ... cordwainer 9 Feb '21 - 17:47 - 146 of 183 0 0 0 Made a modest top-up. There's enough reasons to hope that portfolio valuations will get some uplift this year. The Vaccine Group and PulsiV Solar are probably the strongest contenders for further revaluations during 2021. Naturally all the other constituents sound promising too, but based on my reading I feel that AquaInSilico and NTPE could be the less obvious progressive news for 2021.
Pulsiv stake alone 20% will be worth multiples of 110 in the next 2/5 years the potential is the most exciting I've seen for sometime
..i guess he must be using the rise from ~60p to ~85p as the start of some pattern (edited).
Zac Mir podcast on Vox has predicted from the FIPP chart that the share price is heading to 110p by end June
IC Simon Thompson tips today : Frontier’s largest portfolio company, Exscientia, a clinical stage pharma technology company pioneering the use of artificial intelligence (AI) to design new drugs, has just raised US$225m (£162m) in a Series D funding round led by Softbank’s Vision fund. etc
Good rise this AM - Can't see any news anywhere? Anyone have any ideas.
Pulsiv putting an impressive Management team in place ready for the explosion in growth over next decade. I do not believe I’m over stating the potential of this technology
I am lol Undervalued and under the radar their business model is really good
Amazing potential on Several fronts just keep buying
Tipped by investors chronicle Simon Thompson again. Mmmm. Nice one keep buying!
Tipped by ST in the IC - -- Frontier IP’s hidden value Exscientia latest fundraise at material premium to carrying value of Frontier’s holding. Annual results to be “be materially ahead of management expectations”. Shares in Frontier IP (FIPP:83p), a company that provides a range of commercialisation services to university spin-outs in return for ‘free equity’ stakes, have increased 40 per cent in value since I highlighted the company’s ‘hidden value’ (‘Exploiting two small-cap pricing anomalies’, 5 March 2021). The re-rating is far from over. That’s because Frontier’s largest portfolio company, Exscientia, a clinical stage pharma technology company pioneering the use of artificial intelligence (AI) to design new drugs, has just raised US$225m (£162m) in a Series D funding round led by Softbank’s Vision fund. It was backed by a host of shrewd investors including GT Healthcare Capital and Bristol-Myers Squibb. In addition, Softbank is providing an additional US$300m equity commitment to Exscientia that can be drawn at its discretion. Exscientia has advanced the first two fully AI-designed drugs into clinical trials and now has over 20 active programs in its pipeline Frontier’s 2.27 per cent stake in Exscientia was revalued up by £1.87m to £6.269m (11.4p a share) at 31 December 2020, implying a read through valuation of £276m ($384m). However, Sky News subsequently reported Exscientia’s March 2021 $100m Series C investment round managed by BlackRock was priced at a $650m (£464m) valuation, implying a £9.8m (17.8p a share) valuation for Frontier's 2.11 per cent diluted stake. Although Exscientia has yet to reveal valuation details of this week’s US$225m Series D funding round, Frontier’s corporate broker N+1 Singer expects the company to deliver £6m valuation gains in the second half to June 2021 and has a £61m (111p a share) sum-of-the-parts valuation on the portfolio. My 100p target price could prove conservative. Buy.
Exscientia was the main reason I bought into Fipp.It’s not clear what our percentage stake in Exscientia will now be after this latest funding round. However even if we are down to 1%, I still believe that stake could be worth more than the current market cap of Fipp. A couple of years ago it was thought Exscientia would list on Nasdaq with $1bn valuation. I suspect that if and when they do decide to go down that route it will attract a valuation a few multiples of that.
PE 9.25PEG Factor only 0.18On yesterday's closing priceWell and truly undervalued dyor I'm adding on any weakness.
Great news pity we don’t have larger percentage 2.4% like numerous of the other stakes Pulsiv IV I’m excited about 18,8% stake
28 April 2021Frontier IP Group plc("Frontier IP" or the "Group")Trading updateFrontier IP, a specialist in commercialising intellectual property, is pleased to provide an update on trading for the year ending 30 June 2021.As outlined in the Group's interim results statement released on 24 March 2021, the Group enjoyed a strong first half to the financial year with the Group's portfolio continuing to show strong commercial and technical progress. A growing number of the Group's portfolio companies are approaching inflection points, reflected by the increased flow of equity fundraisings across the portfolio. As outlined in the interim results statement, this progress has continued in the second half of the Group's financial year with further fundraising and commercialisation activity across the portfolio.In addition, Frontier IP announced earlier today that Exscientia, a clinical stage pharmatech company using artificial intelligence to design patient-based drugs, has raised US$225 million through a Series D funding round led by SoftBank Vision Fund 2. This is expected to result in an uplift in Frontier IP's book value for its holding which will be reflected in the Group's results to 30 June 2021.As a result of overall trading across the portfolio in the year to date, the Group anticipates that the outcome for the year ending 30 June 2021 will be materially ahead of management expectations with a significant contribution to the outcome being the increase in the book value of the Group's interest in Exscientia.Neil Crabb, Frontier IP Group Chief Executive Officer, said: "We are delighted with the news released by Exscientia as well as the progress across the portfolio during the financial year to date. Whilst it is not possible for the Board to be certain on what the overall portfolio valuation will be at 30 June 2021, we expect it to be positively impacted by the material progress made at a number of companies, including Exscientia, Camgraphic and The Vaccine Group. As a result, we anticipate that the outcome for the year will be materially ahead of management expectations and we look forward to the remainder of the financial year and beyond with optimism."ENQUIRIES
Buy on the dips
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