Frontier Ip Share Discussion Threads

[aqc888] 12/8/2024 17:21

I guess most people would think Pulsiv is not a publicly traded company… Anyway, I don’t think it will be big news. I suspect it will be that a new design is released for sale, or something like that… if it was proper big news they wouldn’t be talking about it before they release it… just my opinion. Hope I’m wrong!

[best1467] 12/8/2024 15:22

Well with some of the major electronics distributions manufacturers already partnered up it looks good . But you could say with Frontier 20% ish stake why if we’re on the cusp of something major are those a lot more inside not buying Frontier at these levels

[hastings] 12/8/2024 09:31

In my first conversation with the Pulsiv CEO last year he said that it was really all about their chips. These from memory, are produced at a foundry in Taiwan."The solution is ready to sell and we have got our own custom chip where our IP goes into a microcontroller and the designs and systems that you need to build around our system are freely available on our website. "In order to bring it to life though, you need to buy our chip which holds all of the know how which is protected in such a way that it prevents cloning or reverse engineering."

[aqc888] 12/8/2024 09:16

Even if it is a game changer, I don’t think it will affect the share price till solid orders start mounting. I’m under the impression that Pulsiv own the patents and don’t do any manufacturing or distribution…? If that’s the case this could scale up extremely rapidly… Investors loved Fever tree who also did not manufacture nor distribute their products.

It seems a no brainer that the product will fly off the shelves… however I’ve seen other “no brainers” on AIM that never gained traction. So cautiously optimistic

[best1467] 12/8/2024 08:04

I don’t want to be too. Positive but the forthcoming news could be a game changer

[hastings] 12/8/2024 07:31

The forthcoming changes across the EU regarding all mobile phones, tablets and cameras having to have a USB-C charging port should surely play to Pulsiv's strength.The end of December is the date for this, with the same being applied to laptops by early 2026.

[best1467] 12/8/2024 06:39

Final sign off of the USB design should be the news hopefully along with some potential volume numbers

[aqc888] 11/8/2024 19:27

The entire FTSE AIM market is also at a 5year low. We also saw Milton selling a large part of their shares in Frontier last year. There’s a void of information on how the portfolio is doing. I’d point out that when the annual results come they usually point to success and the share price rises subsequently. When you compare Frontier to rivals their portfolio is diversified and strong in my opinion.

[hastings] 11/8/2024 13:15

I'll not disagree with you there. To be honest, it wouldn't bother me if they did raise, particularly if it was to further support what are some exciting prospects.I'm already considerably down, so if they bolstered the balance sheet and released positive news on a few of those investments the tide could turn quite quickly.

[pugugly] 11/8/2024 12:50

Hi Hastings - All your points make sense but 9 times out of 10 Mr Market is usually correct -
Hence the adage "How to make a small fortune on the Stock Market - Start out with a large one"

[hastings] 11/8/2024 12:42

Personally, don't buy the fundraiser argument, given Octopus's recent buying. After all, why they'd be better off holding off if that was on the agenda!Looking at the current mkt cap, it looks extremely cheap, given the Pulsiv stake was, as of earlier this year valued at £9m. Then there is Alusid plus the promising Cambridge named businesses, plus others. Of course, we need an IPO or a trade sale to boost the coffers and reverse the downward trend and I'm confident that will happen, although it could be like waiting for the elusive bus!I can't see Pulsiv announcing any specific customers on Wednesday, I think that kind of thing will be kept under wraps, but we will see.

[petrencf] 11/8/2024 12:28

General nerves, fear of raising funds and the micro cap's illiquidity imo. This could move upwards quickly on some good news. Pulsiv's stake could be worth multiple of today's market cap alone. But i am a dreamer.

[pugugly] 11/8/2024 12:04

AQC & Rose - Thanks - Sounds promising but why all time low?? Just general nerves?

[rosejs2] 11/8/2024 10:45

In Jan 24 it was reported that
As part of a larger £1.13mn funding round, Octopus AIM VCT funds are investing £0.5mn in Alusid, which values the company at £9.5mn. Frontier IP holds a 35.4 per cent equity stake in Alusid worth £3.3mn.

Note how Octopus have moved from backing an FIPP investment (Alusid) to taking an increasing atake in FIPP itself..An interesting development..

[aqc888] 11/8/2024 10:15

Alusid IPO should be soon, plus remember they generate a bit of revenue through advisory fees. Raising funds shouldn’t be a problem with a strong portfolio. It’s reassuring to see octopus increasing their holding steadily. I don’t have high hopes for Wednesdays Pulsiv announcement. A lot of the portfolio should be reaching maturity with a few ipos in the next 5years.

[pugugly] 11/8/2024 08:21

Speculation on the "other place" of possible fund raise likely - Not sure if likely at current low share price though cash burn appears to be in region of £1.8-£2M per half year. Perhaps regular followers could confirm or correct this figure. Thanks in advance.

Only just started DD here on share price hitting all time low - Investee companies look interest but so did Woodford's.!!!!

[hastings] 11/8/2024 06:53

Thought it worth reposting my interview with the Pulsiv CEO from earlier this year.https://martinflitton1.wixsite.com/privatepunter/post/could-pulsiv-prove-to-be-a-tech-star-for-fipp-01-03-24

[hastings] 11/8/2024 06:33

Not me that did the thumbs down on you acuere, I believe you have to be a premium member here, which I'm not.Anyway, back to Pulsiv, just a few days to wait and we will exactly hear what the news is!

[acuere] 10/8/2024 21:35

Hmm. Cheers for the thumbs down.

For clarity, following on from Pulsivs post a couple of weeks ago about very exciting news coming, it is Pulsiv who have now posted on LinkedIn that they will be announcing “Big News” on Wednesday.

This is the quote from Pulsiv on LinkedIn:

“Watch this space! We have big news coming Wednesday 14th August Stay tuned”

I have no expectations. However I’m hoping this may relate to talks they have been having with major manufacturers for past year.

[hastings] 10/8/2024 11:48

I'd be delighted but very surprised if it is sales news.

[petrencf] 10/8/2024 10:10

Hopefully a sales related, Pulsiv is looking for a sales admin now, it has been posted yesterday.

[hastings] 10/8/2024 06:48

And what big news are you expecting?

[acuere] 10/8/2024 04:02

Pulsivs “Big News” will be out this Wednesday 14th.

[aqc888] 09/8/2024 14:52

From my understanding it took 9years from Frontiers initial involvement in Exscentia till their $2.9b IPO. So if a similar timescale applies to the other companies in the portfolio, we should see some more soon. Talk of an Alusid ipo in The Times recently. Then hopefully the big one Pulsiv, which would change everything dramatically.


Initial involvement in following companies
2018 CamGraphIC
2018 Cambridge Raman Imaging
2017 Vaccine group
2016 fieldwork robotics
2013 Pulsiv
2012 Alusid

[best1467] 09/8/2024 13:19

Not sure without looking back but would guess around 5years