Frontier Ip Share Discussion Threads

[aqc888] 14/1/2023 18:53

It’s remarkable how extraordinarily well positioned Frontiers investments are for the world we are finding ourselves in. The CEO probably can’t believe his luck that wider geopolitical forces are thrusting Frontiers investments forward. I have no other investment that I’m so excited about. Frontier consistently over delivers at every results. The CEO is heavily invested and increasing his exposure. The portfolio is not too concentrated and there’s a record of good judgment in the huge success story of Exscentia - with Pulsiv looking like the next big success. How this is trading at below nav, with its track record, is reflective of the poor regard AIM companies in general have with investors.

[bomber13] 14/1/2023 17:51

It is interesting to note that , with the recent revival of risk appetite in equity markets , the Exscientia shareprice has now recovered from just short of US$4 post Christmas to US$7 on Friday night . Frontier last sold stock in Exscientia in August , 2022 at US$12 , and still retains 782400 shares , worth some 8.2p per Frontier share as of Friday's close , or just under 10% of last June's total NAV .

Going back to another interesting RNS in November , 2022 , it is also worth repeating the significance of our CEO exercising 456825 options at 15p per share , and taking them up IN FULL . He is now Frontier's fourth largest shareholder with 6.2% of the equity , so his interests are very much reassuringly aligned with all of our own .

[aqc888] 14/1/2023 16:35

I’d suggest Frontier has a good chance of inclusion in Simon Thompson’s bargain share list in a few weeks. It fits his criteria and compared to Tek Capital, which was included last year, it’s a far far stronger proposition. If included the typical share price rise on the day would be 10-30%. His list will be published on 10th Feb. The current drift lower of Frontiers share price increases the chance of its inclusion.

[aqc888] 13/1/2023 10:58

Frustrating to see this drift lower every-time there is a gap between updates.

[acuere] 12/1/2023 17:35

Good article here outlining the sort of efficiency savings that can be made with Pulsiv.

[aqc888] 31/12/2022 07:41

Proven track record with first multi billion ipo, heavily invested ceo, diverse portfolio of 18 investments (all protected by patents), increasing positive news flow from Pulsiv and vaccine group (huge market).

With the 10years the ceo & team have spent their time, not money, investing in these companies I believe we will soon see the fruit of their work as inflection points are reached in multiple investments.

From my understanding it took 9years from Frontiers initial involvement in Exscentia till their $2.9b IPO.
Initial involvement in following companies
2018 CamGraphIC
2018 Cambridge Raman Imaging
2017 Vaccine group
2016 fieldwork robotics
2013 Pulsiv

[best1467] 30/12/2022 07:28

The potential valuation of Pulsiv is frightening but if they go down the IPO route £1b initial valuation could be achievable,that̵7;s if a buyout doesn’t happen before.

[best1467] 30/12/2022 07:20

That’s guaranteed the Pulsiv potential is Enormous and near 20% stake which they maintained in the recent placing

[aqc888] 22/12/2022 19:31

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

[b3rt1e] 22/12/2022 09:03

Was anyone at the open day?

[acuere] 21/12/2022 15:44

Another new distribution agreement signed by Pulsiv.

[acuere] 03/12/2022 10:45

TVG is a great example of how one of Fipps investments could really reap dividends.

The Strep suis vaccine is just 1 of 9 projects being worked on by TVG. Not all will succeed of course but it’s worth looking at what a vaccine for pigs could be worth.

Worldwide there are roughly 1.5bn pigs born each year. The current process of treating them with antibiotics is quite costly so a vaccine treatment would be preferred.
So if say 80% of pigs were vaccinated, how much might TVG receive assuming they’re paid in royalties? Obviously I’ve no idea how much but at just 1p per vaccine that would be £12m a year.
FIPPs 17% stake in TVG is valued at £5.5m meaning TVG valued at £32.6m.
That valuation could seriously increase in coming years if this of any of the other projects come to fruition.

[acuere] 02/12/2022 12:05

It’s the fact they’ve found a promising candidate that’s important.

“Further committed funding will test the candidate for safety and efficacy in pigs in early 2023. The commercial partner in China is currently scaling up production of the candidate vaccine with a view to beginning registration studies later in 2023.”

If successful it’s potentially a massive money spinner. China alone has a 450m pig population. Pigs for slaughter usually only live about 6 months. Cost of dealing with Streptococcus suis (antibiotics etc)in Germany is €1.3 per pig. I’ve no idea what TVG could get but even at very low pence per vaccine the numbers are huge.

[best1467] 02/12/2022 07:25

TVG out with good news it’s a shame it’s tested on Rabbits.But 75% Efficacy in one of the several candidates looking very promising.FIPP 17% stake yet another potential valuable asset in the next 2/3 years

[cordwainer] 02/12/2022 07:16

tested on.. rabbits :-o !

[aqc888] 08/11/2022 08:46

Good to see pulsiv getting a further £260k investment from Frontier today. Frontier obviously keen to keep level at 18.3%. This should really return to a premium to NAV again (90p plus) soon. 75p for frontier who consistently increase NAV at every results is obscene

[best1467] 08/11/2022 07:46

When FIPP invested in PuLsiv it wasn’t even called that the original product was a adapter for Solar Panels which hopefully will be arriving very soon

[aqc888] 07/11/2022 19:15

A lot of superbly relevant investments for todays world. The CEO has undoubtedly had a lot of luck to have invested in an energy saving device pre energy crisis - as well as a covid vaccination pre pandemic! His investment in Exscentia is a remarkable example of his acumen.
From my perspective most of Frontiers hard work, in terms of time spent, has already been invested. The coming years will start to bear the fruit of all the intellectual property that has been accumulating - as we see at the results every year with the nav increasing. Whether the market takes more time and waits for the proof of the pudding, or whether the share prices starts moving sharply upwards in advance, who knows… Frontier is my largest single holding and I’m very comfortable here - especially in the knowledge Frontier have plenty of cash for their portfolio in the waiting. The past year has been very damaging for so many companies, yet Fromtier posted one of their best ever results despite the wider economy.

[acuere] 07/11/2022 14:40

Agree, it’s easy to see that Fipps 18.3% stake in Pulsiv alone will be worth way in excess of the current £36m mkt cap.

[best1467] 07/11/2022 13:57

Well I've been banging the drum for Pulsiv for several years and things are now starting to take off.Its clears heading for a 500 million IPO in the next 18months or sooner its potential is Enormous and at the perfect time.I just pray it doesn't go on the cheap in a private deal to one of the major partners recently announced

[acuere] 07/11/2022 13:19

Pulsiv will be attending major trade show Electronica in Munich next week.

“As one of the industry’s leading events, Electronica is the perfect platform to further showcase our truly game changing power electronics technology to a multitude of companies. With so many manufacturers seeking to optimise cost, improve efficiency and reduce energy consumption in a diverse range of applications, we’re excited to have the opportunity to demonstrate how Pulsiv can contribute to achieving those goals”.

On the back of the Ismosys presidents comments (they are also in attendance) of “game changer” and massive expectations and enthusiasm, this could generate significant business.

[acuere] 05/11/2022 04:57

New Pulsiv agreement announced with Ismosys.

I like the quote from their president.

“Pulsiv is definitely a game changer and clearly possess a leading technology on the Power Conversion Arena. The expectations and enthusiasm at the Industry are massive.” ISMOsys President, Roberto Blanco

[aqc888] 03/11/2022 20:56

Excellent!!

Simon Thompson write up. Should see up to 10% gain tomorrow. Interesting to see after his vacation Frontier is his first choice to tip.

[aqc888] 31/10/2022 21:35

£1 shouldn’t be too optimistic…

[aqc888] 31/10/2022 15:19

Frontier was trading at a premium to nav at the end of last year.

Now it’s trading at a discount to its 89p nav, despite the improved nav since then and good news flow.

I suspect it won’t be long before it will return to premium.