Frontier Ip Share Discussion Threads

[acuere] 12/9/2024 10:59

Just for reference before it gets updated, this is list of major shareholders as at May 2024. Taken from Fipp website.

Shareholder Number of shares Percentage held
Canaccord Genuity Group Inc 6,072,684 10.81
Quilter plc 5,611,590 9.99
Octopus Investments Limited 4,179,704 7.44
Hargreaves Lansdown PLC 3,666,125 6.53
Neil Crabb 3,573,713 6.36
Interactive Investor Trading 3,392,124 6.04
Premier Miton Group PLC * 2,814,409 5.01
AXA Investment Managers S.A. 2,775,000 4.94
AJ Bell 1,731,992 3.08

[jimmywilson612] 12/9/2024 09:58

Deakin BioDeakin Bio
3d • 3 days ago

We have some exciting news to be announced later this week, stay tuned!

[rivaldo] 12/9/2024 06:35

Good to see another investment fund in here, taking over 5% of FIPP or 2.84m shares:



Here's their investment philosophy - the founder certainly has a strong background (looks like he's an accountant for a start!):



"Alex Odd founded Odd Asset Management in 2014. Previously he managed
income funds at M&G, including their £1.3 billion Dividend Fund and Jupiter, where
he was the assistant fund manager of the flagship Jupiter Income Trust. Alex began
his career at PWC."

[cordwainer] 11/9/2024 19:30

well that's an odd asset mgmt company.

[aqc888] 06/9/2024 21:01

Exciting development

[aqc888] 06/9/2024 21:00

hxxps://www.businessweekly.co.uk/posts/fieldwork-robotics-reveals-new-model-and-alliance-with-costa-group

An announcement almost worthy of an RNS

[aqc888] 06/9/2024 19:57

A large 300k buy today

[rivaldo] 05/9/2024 11:09

Thanks acuere, so many gems in the porfolio. Hopefully the seller(s) are out and the share price will recover back to 50p-60p tout suite.

[acuere] 05/9/2024 10:06

Hopefully the work TVG have done over the years might eventually prove commercial.

Here are some links in regard to Moldentech who continue to make great progress.

First an interview from June in which he Rui discusses the business.



TVG are not the only one to get an Innovate grant. I have mentioned this before, but as there is plenty in news atm about water quality here is link to bbc article about the advances they hope to make to their rapid water test. Basically it’s having the machines in situ in, I guess, 000’s of places providing readings autonomously.



And here is job advert from Plymouth Uni to work on project. Should be completed by February 2026.

[jimmywilson612] 05/9/2024 08:43

Good news from TVG - £1M Grant

The University of Plymouth is part of a group that has been awarded £1m to develop a vaccine that could halt the development and spread of one of the more common diseases affecting the UK pig population.

It is working with The Vaccine Group and the University of Cambridge to research a bacterial infection, streptococcus suis, that can be fatal in pigs. The disease can also be transferred to humans working with them, causing meningitis, septicaemia and other symptoms.

It has been shown to affect more than 60% of pig farms in a number of countries across Europe, posing challenges for both the pork industry and public health.

The research is being supported by a grant of £1m from Defra’s Farming Innovation Programme, delivered by Innovate UK.

It will build on previous research by The Vaccine Group and the University of Plymouth, through which the potential candidate for the Streptococcus suis vaccine was identified.

Dr Jeremy Salt, chief executive at The Vaccine Group, said: “For pig farmers across the UK, Streptococcus suis is a major cause for concern and can lead to significant losses – both in terms of animals and financially.

“Our goal in developing an effective vaccine is stop the bacterial infection from developing in pigs and humans in the first place. By doing so, we can better protect the farmers, their animals and their livelihoods.”

There are currently no proven vaccines addressing the many strains of the disease, with infected pigs being treated using a number of different antibiotics.

However, the UK Government is targeting a 50% reduction in antibiotic use in livestock by 2030, increasing the urgency to find an effective vaccine.

The project will assess whether a vaccine candidate already shown to be effective against the most common strain of the disease can in fact protect pigs – and thereby prevent transmission to humans – against multiple, if not all, known strains.

[aqc888] 27/8/2024 14:55

A very skeptical market towards Frontier and its peers is slowly having to acknowledge the gains made by frontiers strong portfolio with a slow, but I think, solid rise.

[jimmywilson612] 27/8/2024 14:00

petrencf - You forgot the £1m by Aramco into GraphEnergyTech - very early stages but a great contact to have within the FIPP circle of Network having one of the global's largest business in their circle.

[rivaldo] 27/8/2024 12:44

The portfolio is certainly picking up the pace.

This augurs well - hopefully a big valuation uplift:

"This relationship with Costa signals continued and growing interest in Fieldwork’s technology from customers across the globe. With a healthy customer pipeline secured, Fieldwork is currently on track to begin its Series A fundraise in 2025"

[petrencf] 27/8/2024 12:03

So we have Pulsiv, Raman, Fieldwork, Nandi, CamGraphic and Alusid and all of them are making progress this year. Exciting times ahead!

[acuere] 27/8/2024 11:17

Doesn’t want to let me link that second piece. Here is a quote from that piece that should cheer investors

“The progress we have made over the last 18 months has been extraordinary,”; said Fieldwork CEO David Fulton. ”Partnerships with industry-leading companies like Costa Group are a testament to the hard work of our team, the quality of our product, and the effectiveness of our solution, which solves a real-world problem for growers.

”Fieldwork is strengthening our offering to growers operating in the fresh raspberry industry. We have secured a healthy pipeline of contracts with some of the world’s largest berry growers operating in our target markets, Australia and the US, and I am confident that we will continue to deliver to our customers.”

[acuere] 27/8/2024 11:09

Fieldwork Robotics also making good progress and given a few paragraphs in the Guardian today. Basically about new “RoboCrop 2” being trialled in Australia and California now.



Story also picked up on various trade websites

[...]

[rivaldo] 27/8/2024 07:42

More good news, this time from Nandi, which I'm glad to see continuing to progress.

A £500k convertible loan is to be followed by a £1m funding round, to suport the egg white replacer product.

Hopefully the funding will be at an uplifted valuation on the back of news of the successful final testing of the meat/fat replacer with the "leading global food ingredients business".

[aqc888] 25/8/2024 14:17

“We're active in solar and power generation projects and have a very exciting concept coming online, which we'll be talking about more in the next couple of months.”

[aqc888] 23/8/2024 17:42

It seems there’s something to this Pulsiv announcement…

[best1467] 22/8/2024 12:16

Say it quietly are we beginning the recovery

[acuere] 19/8/2024 16:58

Another 1% plus delayed trade of 575k goes through. May see a Holdings RNS soon.

[acuere] 18/8/2024 19:48

Couple of articles from ee news.