Frontier Ip Share Discussion Threads

[aqc888] 03/6/2023 22:15

“Frontier generally only raises valuations when there is a third-party funding event. This means that investee companies can be making significant operational progress, and creating value for all shareholders, but Frontier’s own carrying values have yet to reflect this.

A good example is University of Plymouth spin-out Pulsiv Solar. Frontier holds an 18.3 per cent stake, which was last valued at £4.1mn. Pulsiv has developed patented technology that improves the energy efficiency of power converters in a wide range of everyday products such as battery chargers, lighting applications, electric vehicles, portable power tools and DC motors. About half the electricity used by devices is wasted due to inefficient power conversion – that's why converters heat up in operation. However, Pulsiv's novel technology converts electricity much more efficiently – in tests it wastes only about 10 per cent of the energy.

The company has been working with a multinational to incorporate the technology into a new consumer product line, and with German engineering giant Bosch to optimise the design of an energy-efficient solar microinverter prototype for mass manufacture. With electricity prices surging in the past 12 months, the technology could be gold dust and may be worth many times Frontier’s low-ball valuation, especially as Pulsiv has 13 patents granted worldwide on its technology, including in the US, Europe, China, Taiwan and Japan. Frontier’s chief executive, Neil Crabb, notes that Pulsiv is developing strongly and expects positive news in the coming months. I also note that Pulsiv has appointed a former investment banker as its chief financial officer with more than 20 years’ experience working with companies on equity, debt, mergers and acquisitions.” IC March ‘22

[aqc888] 03/6/2023 16:24

Share price is dreadful, as are many other AIM companies share prices. So many AIM companies make wild claims which are often unfulfilled. Essentially if we believe in Frontiers portfolio and track record, short term losses are irrelevant despite feeling awfully painful! Frontiers portfolio is not only strong, but positioned in very favourable markets (by luck) created by covid and Russian invasion.

[johndoe23] 03/6/2023 16:08

Always had an interest in this share but chart is absolutely dreadful

[aqc888] 03/6/2023 15:42

Canaccord increased its holdings in Kromek at around the same time. Not a particularly wise move in my opinion given Kromeks consistent failure and same management team who have very little investment in their own company. The main holders of Kromek are small PIs from ajbell, ii, Hargreaves’s etc. very little in way of other institutional investors taking same view. Very irritated to see the effect this sale has had on frontiers share price. Irrelevant, but annoying, short term moves for long term holders. To quote Warren Buffett “If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes.”

[zipstuck] 01/6/2023 08:15

Note the excientia share sale RNS. Worth noting that on 30/12/22 the price was $5.33 so not a bad result

.Fair value of portfolio fell by 9 per cent to GBP36.1 million at 31 December 2022 (30 June 2022: GBP39.7 million; 31 December 2021: GBP43.9 million) reflecting disposals of GBP3.1 million, additions of GBP0.6 million and fair value decreases of GBP1.1 million

[eeza] 29/5/2023 08:04

Canaccord reduced - RNS

[best1467] 23/5/2023 17:56

Yes so many positives has recently mentioned yet approaching October 2022 low.
I have taken advantage to increase again let’s not forget the rapid reversal from this level the last time .
With several positive new flows it’s just the Market confidence around IPOs at the moment that’s holding this back

[acuere] 23/5/2023 14:00

Meanwhile Cambridge Raman Imaging continues to progress. This from last week



“ This will impact the possibility of greatly extending preventive screening in the population, anticipating early diagnosis of cancer and significantly improving treatment effectiveness and patient prognosis”

[acuere] 23/5/2023 13:47

A lot of the AI pharmas jumped sharply yesterday. Exai presenting at SLAS this week and sentences like this from us,
“ We believe that within this decade the design of all new drug candidates will be augmented with AI.” would surely stimulate investors appetite for these stocks. Hopefully Exai can hold these share price gains. Not that it seems to make any difference to Fipp share price Exai are up about 50% this year and yet Fipp over 20% down.

I think we need a juicy Pulsiv announcement or confirmation of Allusid IPO to get things moving in the right direction again.

[slicethepie] 23/5/2023 10:30

Exscientia up 25% yesterday

[bomber13] 17/5/2023 14:36

Thanks Rivaldo , for an unlisted company to embrace stock market media channels already suggests a listing may not be far off , particularly if both UK and international volume growth are on the slipway ?

[rivaldo] 17/5/2023 13:49

New video interview of Alusid's CEO about the Topps Tile deal - interesting comment that Alusid have partnerships with large brands which he can't talk about as regards international growth:

[acuere] 14/5/2023 17:10

It looks like things could be happening at CamGraphic(20.8%). Remember this was said in an RNS last August.

“The technology has attracted interest from major multinationals in the semiconductor and telecommunications sectors. Customer testing is expected to begin in September.”

Now look at the jobs currently being advertised on their website.



Significantly now appointing a CFO, under whose job description it says
“The company has just completed Round 2 funding (£2.2 m) and is midway through Round 3 to support design optimisation of the technology for multiple applications.”

Also the Contract and compliance lead.

“ This is a newly created role as a result of expansion of our activities.”

The current share price is really not reflecting what’s happening with the portfolio at the moment.

[aqc888] 13/5/2023 10:49

It’s the same story for many promising AIM shares at the moment…

[johndoe23] 12/5/2023 15:53

There an overhang here? Lots of decent news but share price continues to drip down.

[acuere] 11/5/2023 18:09

One of the European projects that Cambridge Raman Imaging (26.8% owned) are involved with, Crimson, posted a tweet this week that suggests the project is progressing nicely.

[aqc888] 09/5/2023 17:12

The £10m figure was quoted by The Times - it was taken from the value alusid had in the last fundraising from memory. I think alusid if it were to ipo would be at least double that… people will always buy tiles and if alusid makes better tiles for a lower cost with good patents it’s going to fly. Bear in mind alusid is a side show to Pulsiv in frontiers portfolio. Looking forward to big news here soon

[acuere] 09/5/2023 14:00

I’m glad they’ve finally announced this as it happened in March as mentioned previously. I suspect announcing it now has a lot to do with rumoured IPO. Having the Topps Tiles quote is certainly going to help.
"This is only the start of our relationship with Alusid, and we look forward to developing new products with the company in the years to come."

[best1467] 09/5/2023 13:41

Well if Allusid float with 10 million Mcap I will be adding to my portfolio.
With the Patented tech which requires 65% less ⛽️ looks primed for a takeout at a considerable premium so why not benefit twice

[aqc888] 09/5/2023 10:54

Remember, this technology is patented and uses much lower amounts of energy than regular tiles. It’s economically cheaper to make and greener using recycled materials. A fantastic investment which is will reap extra dividends in todays higher cost energy world

[hastings] 09/5/2023 07:48

Yes, very welcome news. Looks like huge potential from this one with Pulsiv coming up along the rails!

[rivaldo] 09/5/2023 07:40

Indeed - great comments from Topps Tiles:

"This is only the start of our relationship with Alusid, and we look forward to developing new products with the company in the years to come."

And FIPP's CEO is unusually bullish:

"Frontier IP Chief Executive Neil Crabb said: "Alusid's agreement with Topps Tiles represents strong validation of the Company's technology and the high quality of the tiles produced - and at industrial scale. We are very excited by the company's potential, given the size of the global tile market, successful trials of mass-made floor tiles and the unique nature of the patented technology."

[cordwainer] 09/5/2023 07:12

The market ought to like today's news.

[hastings] 05/5/2023 17:04

https://www.powerelectronicsnews.com/reducing-the-energy-consumed-by-household-appliances-podcast/

[aqc888] 03/5/2023 11:39

As the ceo of Frontier said two months ago,

“ We are seeing growing industry traction across the portfolio after several companies made important commercial and technical breakthroughs. Others are now reaching inflection points. We expect this progress to be reflected by strong positive news flow in the months to come.”

The ceo is usually very conservative in his statements and doesn’t have the same unfounded bluster that many other AIM CEOs have. The above statement should be viewed seriously in my opinion.