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Investor discussions concerning Frontier IP Group Plc (FIPP) highlight a sentiment fraught with both expectation and frustration. Investors express concern over the lack of significant updates from the company, indicative of a "no news is bad news" mentality. Individual comments suggest that while there are positive developments anticipated from portfolio companies like Alusid and Pulsiv, the pace of progress is deemed slow. A common sentiment echoed among investors is the desire for tangible results, with one investor likening their hopefulness to "a battered house wife" holding onto optimism for change after substantial losses.
Financially, investors are increasingly inclined to average down on their positions, suggesting they see potential value despite current price challenges. There is a general agreement that the company must deliver significant advancements from at least one of its portfolio constituents this year. Comments indicate that the absence of immediate, impactful commercial traction is a primary concern, as one investor points out: "I would rather they got genuine commercial traction than winning an award." This sentiment underscores the urgency for Frontier IP Group to navigate its portfolio companies towards meaningful market share to avoid falling behind in competitive sectors.
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Frontier IP Group Plc has recently announced significant developments concerning its portfolio companies, particularly with GraphEnergyTech and Alusid. GraphEnergyTech has entered into a collaboration with Taiwanese partners and the University of Cambridge to advance solar technology through their project, Graphene Electrode Technology for Perovskite Solar Cells (GETPSC). This initiative has secured a £884,129 grant from Innovate UK, indicating strong governmental support for their innovative technological efforts in renewable energy.
Additionally, Alusid, in which Frontier IP holds a 35.4% stake, has gained traction in the market with the launch of its Mas floor tiles through Topps Tiles, the UK’s leading tile specialist. The Mas range is notable for being composed of up to 98.5% recycled industrial waste, positioning Alusid as a sustainable alternative within the ceramic tile industry, which is known for its significant environmental impact. Frontier IP’s continued investments in these innovative projects highlight its commitment to commercializing intellectual property that addresses both technological advancement and environmental sustainability.
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Yes, the Pulsiv Linkedin page is saying 'Big News Coming Soon!'. |
We are waiting expecting major game changing news very shortly on USB product |
Is this what we're looking out for ? |
Just added a few more . Pulsiv news on the USB-C solution imminent will say no more |
Happy to buy at 34p 🫣 |
Not a single share traded today remarkable |
Cambridge Raman (graphene-enhanced ultra-fast fibre lasers) is making strong progress, with revenues "trending ahead of CRI's management expectations, with growth being accelerated by this working capital facility in advance of a planned equity round that is anticipated for CRI in the coming months": |
My 10k buy at 37p |
It’s like the E comment about Nandi proteins the only one in some 4 years sounded exciting news but no detail. |
Yes Pulsiv prooving frustratingly slow. Darryl Kingham not providing any significant updates on LinkedI, although I note Rich Ford at Astute still seems very enthusiastic. |
Well I’m not sure but I would have thoughts mention of sorts regarding the successful launch of the USB charger would have been mentioned |
Do they need to make announcements of sales yet? They’re not listed, could be waiting to create a fanfare closer to ipo? Or is that wishful thinking?! |
I was expecting significant news from Pulsiv on sales news on the back of the USB launch .with all the numerous partnership with major industry players all the major electronics fairs shows attended and nothing.Yet another ground breaking technology company getting shut out by the inferior major competitors unfortunately |
More good progress from Molendotech |
New interview with Alusid's CEO. He notes that: |
Good news today from Alusid - the launch of their first range of recycled floor tiles into Topps Tiles. |
Yes from my online chat a number of months ago I’m disappointed no significant news on orders. |
Strange no news of orders yet… |
I dunno? |
What’s happening with Pulsiv? |
Well let’s hope so it’s been a extremely frustrating last few years |
Okay, it’s not gonna be a huge amount. They’re talking 79m shares. Last financing was done at C$0.135 which would suggest FIPP stake worth about £300k. That seems a reasonable payment for services provided. |
Here’s a bit of hopefully good news in regard to the very recently acquired 4.26% stake in DiaGen. |
FIPP is still trading at less than half NAV , yet the IPO market is seemingly opening up , Gervais Williams at Miton topped up in mid-April , and like-minded peers such as Molten Ventures are up 50% from their lows . |
Type | Ordinary Share |
Share ISIN | GB00B63PS212 |
Sector | Real Estate Agents & Mgrs |
Bid Price | 21.00 |
Offer Price | 22.00 |
Open | 21.50 |
Shares Traded | 61,000 |
Last Trade | 08:00:00 |
Low - High | 21.50 - 21.50 |
Turnover | 358k |
Profit | -1.13M |
EPS - Basic | -0.0163 |
PE Ratio | -13.19 |
Market Cap | 14.81M |
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