Frontier Ip Share Discussion Threads

[rivaldo] 26/1/2024 08:53

New video from Alusid's CEO about the Octopus investment and upcoming IPO:



"Alasdair Bremner, chief executive, of Alusid, a portfolio company of Frontier IP Group PLC, joined Proactive's Stephen Gunnion after the company raised £1.1 million, including £500,000 from Octopus Investments.

Bremner said the company will use the funding to expand its product range, including a new floor tile made from 98.5% recycled material, boasting one of the lowest carbon footprints in the market. Alusid's mass-produced product 'Principle', consisting of 91.3% recycled material, is already available nationwide. The company also plans to grow its team, focusing on international distribution to leverage global opportunities.

Bremner revealed plans for an IPO later this year, highlighting their scale production in Spain and Italy and a strong validation from Octopus Investments.

The company's patented technology significantly reduces the energy mix in the production process, cutting carbon footprint by 60-69% compared to other market products, according to a study with the Materials Processing Institute.

Alusid's future includes strengthening relationships with major clients like H&M and Starbucks, expanding distribution in Europe, and launching innovative products like a wall tile using recycled glaze. Bremner expressed excitement about these developments and their environmental benefits, promising to keep stakeholders updated on the company's progress."

[aqc888] 23/1/2024 15:10

Be good to get an update on Pulsiv

[best1467] 22/1/2024 10:31

AQC All I will say is I had an online chat with the EME and he was extremely bullish that the News in 2024 will be game changing.Not my words but let’s wait and see what’s delivered.
I was assured Nandi were due significant News months ago and we are still Waiting.Great news from Alusid and one of the larger % investments

[paleje] 22/1/2024 08:35

Alusid float getting nearer.



Neil Cragg, the chief executive of Frontier IP, which specialises in turning intellectual property into commercially viable ventures and which holds a 35.4 stake in Alusid, said: “The investment from Octopus represents important validation for Alusid, its capital-efficient business model and the quality of its products, made from a minimum of 91 per cent-recycled material, among the highest levels in the industry, if not the highest.”

[jimmywilson612] 10/1/2024 11:34

Only a few more Best-of boards to go! I have been super excited by e-peas' work ever since I first met them at Electronica and interviewed Bruno, and their team seems to keep coming out with cool stuff. 2024 will be a good year to catch up with them.

My pick for runner up, because I think it's really a technology that more people should be looking at, goes to Pulsiv for their OSMIUM MCUs. I know that sounds a bit odd for the 'Power' category, but hear me out.

These MCUs control the front end of power supplies to maximise the efficiency regardless of the load conditions. That may seem like a bit of a blah statement, but all you have to do is look at the performance curves.

If you're running, for example, a 250-W PSU at 2 W (because you might just be topping up a battery that is already fully charged), the reference design power supply front end is still running at 90% efficiency. In a world where even as I am typing this post I'm wasting power topping up a full laptop battery, that's big news. And think of how much energy gets wasted by products operating in standby mode all day!

It kind of blows my mind how much energy (and money) could be saved if more devices were using Pulsiv's technology, then we'd have one thing less to worry about, especially if you're a proper doomer, though I myself am cautiously optimistic for the future. e-peas + NGK's winner is still a key technology for making the most of energy that's all around us, but the ramifications for the consumer market, and indeed many other applications seems so much more vast for what Pulsiv is up to.

Just check out what I wrote about the reference design. Seriously, not enough people are engaging with this technology. Vote with your projects: hxxps://lnkd.in/eA4S4C4v

[acuere] 10/1/2024 10:51

Best1467, why so coy? I’d have thought posting information on Fipp BB was the perfect place to share whatever news you’re hinting at. I too am hoping for great things from Pulsiv but then I would have said that last year as well.

We know that Pulsiv CEO Darrel Kingham said this last summer:-

“they will shortly be releasing reference designs and news in the not too distant future where we’ll have some new topologies and partnerships where we will be showing even better performance “
Followed by this 2 months ago:-
“ Pulsiv OSMIUM technology is now available to the entire electronics ecosystem. ………;will reduce the energy consumed by BILLIONS of devices. Pulsiv is developing disruptive power supply solutions for some specific customers/applications,”
Clear hints as to how massive Pulsiv could get.

So come on best1467 if there’s something more do share.

[aqc888] 09/1/2024 19:47

Pulsiv has certainly attracted great talent in its top roles, which is a very good sign.

[best1467] 09/1/2024 18:05

Without giving to much away I’m Expecting great things from Pulsiv in 2024

[aqc888] 09/1/2024 15:53

They just invested in three new companies, so seem confident. When Frontier is compared to its peers it’s in pretty good shape. Many repeatedly request capital, if Frontier needed a little extra cash, I’m certainly confident to take part in a fundraising. But as you say, that’s a long way off

[best1467] 09/1/2024 07:41

Would agree to a point but the portfolios End Game is in general IPO and without Excentia probably spelt wrong we would have been in serious trouble.
Without a similar scenario we will be running out of cash in next 18 months

[aqc888] 08/1/2024 23:15

Frontier is in the wrong market (aim) at the wrong time (liquidity leaving U.K. especially aim). It’s unfortunate. NAV and potential of the portfolio is increasingly uncoupled with the share price. This uncoupling is frustrating, but not an indicator of Frontiers portfolio losing attractiveness

[best1467] 07/1/2024 21:17

Techinvest bullish note but With NAV at 80 odd pence and stock at 33 it’s only a strong hold amazingly

[acuere] 06/1/2024 15:49

Things starting to move at CamGraphic
From FY results
“CamGraPhIC is another company making excellent technical and commercial progress with its graphene-based photonics technology. The company was already working closely with major multinationals in data and telecommunications but is now starting to gain traction from beyond the sector and from governmental organisations.”;

This week they gain an interim CEO, as shown by this interesting exchange on LinkedIn.

Ben Jensen
It's great to be able to share that I’ve started a new position as Interim Chief Executive Officer at CamGraPhIC Ltd!
I'm really looking forward to sharing some of the amazing progress we have made over the last few years and talking about how we are scaling Graphene Integrated Photonics (GIP) into a high volume foundry process.

Alan Thompson
Development & Government Affairs and Relations | Development Bank | Strategy / Value Proposition

Congratulations Ben! Look forward to continuing the overlap with Space applications.


Ben Jensen
Author
Thanks Alan. There’s definitely a good overlap with this technology.

[rivaldo] 05/1/2024 10:56

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. The shares are a strong hold."

[aqc888] 02/1/2024 19:11

Good to see lots of cash piling up in private equity. Should make a good market for future fundraisings… and frontiers NAV.
£19m market cap seems ludicrous.


Private equity groups hunt for new exit strategies as cash piles up

[slicethepie] 02/1/2024 09:31

Hopeless mm only making in 1000 shares!

[rivaldo] 02/1/2024 08:10

Nice plug for Exscientia in a new article about Novo Nordisk:



"It comes as a sign of Britain’s leading role in helping to develop next-generation drugs, with more biotech businesses created in the UK than anywhere else in Europe. Companies including Oxford-based Exscientia have emerged as pioneers in using AI to speed up drug discovery. Exscientia is currently working on a pill to prevent Covid.

Exscientia chief Andrew Hopkins has said the technology means it can speed up the amount of time a drug spends in development from four years to 18 months and reduce the number of experiments by around 90pc."

[ohisay] 28/12/2023 15:50

Well I've been buying at 33.9p.
Hard to understand such a disconnect between NAV and price.
Presumably we have a seller...Quilter?

[jimmywilson612] 19/12/2023 11:22

Also, on TVG

Jo Dreesen:
TVG is a very promising start-up. I am looking forward to an exciting journey upwards & onwards along with these experienced industry colleagues and the TVG team!

Isaac Odeyemi
Head of Outcomes Research at Zoetis ($8BN Revenue in 2022)
Congratulations Jo Dreesen! With your board appointment, TVG can expect a robust yet lucid and result oriented strategic direction to their commercial operations globally!

Johnson Ouma
Congratulations to these experts for being appointed to serve in TVG's Advisory Board. Two of these (Christophe B. and Jo Dreesen) are former colleagues that I really enjoyed working with. They are up to the task and will be invaluable assets to TVG and its stakeholders

Jair Garcia
Senior Vice President and Country Manager Canada at Zoetis
Congrats Jo, this group is fortunate to count on a business leader of your caliber. All the very best


So Fair to say, Zoetis is clearly interested in developments at TVG and probably (?) in communication with the leadership team

[jimmywilson612] 19/12/2023 11:15

As this year comes to a close, we'd like to wish you and your families a very Merry Christmas, Happy New Year, and successful 2024. Thank you for everyone who has supported us so far, and stay tuned for some VERY exciting updates in the coming months.

The Pulsiv Team


Not been the best year for shareholders in FIPP but I'm still excited for the future. Here's to a better 2024

[rivaldo] 15/12/2023 08:25

New interview with the CEO of Vaccine Group, with some nice highlight quotes:

"several of our projects.....seeking commercial traction"

"help us with engagement from commercial partners who can take some of the products through to the marketplace"

"swine vaccines probably are the furthest forward"

"can attract a commercial partner with a little bit more progress"

"very good communication with the big animal health companies"

[best1467] 13/12/2023 07:41

Positive announcement from TVG today .We are certainly due some it’s been a year of little progress from a RNS point at least

[aqc888] 21/11/2023 20:13

Frontier is really getting punished at the moment…

[acuere] 15/11/2023 22:03

Interesting post on LinkedIn from Darrel a couple of weeks ago.

“Excited to announce that Pulsiv OSMIUM technology is now available to the entire electronics ecosystem. Embracing our unique approach to power conversion will reduce the energy consumed by billions of devices.
While Pulsiv is developing disruptive power supply solutions for some specific customers/applications, I can only imagine what the wider engineering community will be able to deliver.”

[acuere] 15/11/2023 21:45

New distribution agreement from Pulsiv. Given the size and ambition of WPG, this feels like a significant agreement.