Frontier Ip Share Discussion Threads

[jimmywilson612] 26/9/2024 14:52

I've always been a bit uneasy with CamGraphIC - It doesn't make much news or headlines and FIPP have £4.2M in loans to the business.

However, I've stumbled across this from their CEO. Know I don't know if he's referring to CamGraphIC in the description below, but the location makes me almost certain he is. Some hefty numbers on the budget responsibility

I am reaching out to see if any of my connections would be able to recommend a good CFO from my brief description below.

I'm seeking an experienced and strategic Chief Financial Officer (CFO) to join our dynamic deep tech startup in early 2025. The CFO will play a crucial role in shaping the financial future of our company, driving financial planning, risk management, and operational efficiency with budget responsibility from €10m - €100m pa. This position requires a visionary leader with a strong background in finance, a deep understanding of technology-driven markets, and the ability to thrive in a fast-paced, innovative environment common to startups.

The preferred location is Italy, but the UK and Europe would also be acceptable for the right candidate.

If you know of anyone suitable please send them in my direction or just reshare this post so I can increase its reach.

Thanks

[acuere] 26/9/2024 10:30

Plastometrex looks like a fast growing company. Team of 34, many of whom are doctors. The limited accounts to Dec 2022 show debtors increasing from £12k to £403k. Have raised over £7m since foundation in 2018. They will presumably file 2023 accounts in next month. Be interesting to see if some of the allocation of capital filings during last 12m have come Frontiers way.

[best1467] 26/9/2024 06:52

Similar to the 2 Thousand investment in Excentia that made £14 Million let’s hope for a similar return

[jimmywilson612] 25/9/2024 15:29

Hi Acuere,

Its a very small holding but Frontier IP do hold shares in Plastometrex

On Companies house; 12th October ; Confirmation Statement

Frontier IP hold 180 shares out of 37987, or 0.47%.

[acuere] 25/9/2024 14:51

Anyone know anything about the company Plastometrex?

Neil Crab has flagged up this post on LinkedIn saying this.

Great to see this from one of our portfolio companies...standardisation is a really important part of the adoption process and helps improve quality while driving down costs

And here is the post:

“Airbus and Plastometrex are partnering to standardize Profilometry-based Indentation Plastometry (PIP), a faster, cost-effective mechanical testing method.

PIP simplifies sample preparation and allows testing of small or irregularly shaped materials, delivering richer data than traditional methods.”

Plastometrex not listed on Frontier website amongst the portfolio.

This collaboration aims to enhance innovation and safety in aerospace engineering

[best1467] 25/9/2024 13:44

As one company, Exscientia, leaves the portfolio, so another one joins. It is important to maintain our pipeline of new portfolio companies, so it was good to see Deakin Bio-Hybrid Materials joining the Frontier family. The company is developing new and advanced materials based on organic waste and inorganic powders, with initial applications aimed at replacing ceramics. It's a good demonstration of our clusters approach, with clear affinities to Alusid and others in our Materials cluster; with its use of organic waste, such as chickpea broth, it is also able to call on expertise and contacts within our Food and Agritech cluster.

I am optimistic there will be many other companies to follow Exscientia and to provide us with successful exits. Our business model is of course based on delivering such exits. It is important we deliver one to fund any unplanned investments in our portfolio companies and cover operating expenditure beyond the next 12 months. Our portfolio is addressing some of the major challenges we face today, from food and energy to climate and water. We are a deep technology commercialisation company. This means progress can take time - maybe a decade or more - as research is validated, scaled up and then commercialised before realisation is possible. It is not an easy process: problems arise and must be solved. But this only raises the barriers to entry for anyone looking to follow. Although not all our companies might prove successful, our model does, I believe, maximise our chances of success.

[aqc888] 25/9/2024 12:14

Whether it needs a cash raise or not is secondary to the performance of its underlying holdings. Which are all reaching important inflection points

[best1467] 25/9/2024 08:27

Yes it’s frustrating but without a cash windfall a cash raise will be needed at some point

[aqc888] 25/9/2024 06:51

Lots of great news… A highly regarded investor increasing their stake… A rare example of an AIM CEO taking his own medicine in bulk with a huge holding… Importantly people within the industries of portfolio companies singing the praises of new technology… Proven track record with exscentia… yet the share price is at a near 8yr low. Bizarre

[acuere] 24/9/2024 10:39

More good news from Moldentech

This week, we celebrated the successful conclusion of a 3-month pilot project in Iceland, transitioning into a long-term partnership with the local regulator. Exciting developments as more water utilities, regulators, and communities embrace Bacterisk for quick 15-minute bacteria risk assessments in water.

[acuere] 24/9/2024 10:22

Interview with Deakin CEO

[aqc888] 23/9/2024 20:45

Given this constant positive news flow, would one expect the NAV to be fairly positive on 31st October. The frontier share price always seems to be taken by surprise when results are out…

[acuere] 23/9/2024 10:27

This line from Deakin would suggest that those who hold the purse strings were impressed with the technology.

We’re gobsmacked to have raised almost £700k, which is twice our target amount!

[acuere] 23/9/2024 09:55

Deakin News out.

Deakin Bio-Hybrid Materials Limited ("DeakinBio" or the "Company") has raised £693,000 through an oversubscribed equity funding round.

I was reading last week that university spin outs are finding it easier to raise funds, so good to see this raise oversubscribed.

[best1467] 20/9/2024 12:37

It’s concerning times solely from an investment which is why some are here I’m sure.
Without a cash windfall from an IPO it’s a share issue but at what discount

[acuere] 19/9/2024 14:35

Alusid sounding bullish over the last couple of days

“Exciting news! We've been incredibly busy working hard on our new floor tiles made from recycled materials, and we're excited to share an update! 🌍 We're getting closer to introducing these amazing tiles to our customers, and we can't wait for you to see what we've been creating at Alusid.”
And
“We’ve been incredibly busy with new orders coming in, and it’s so exciting to see architects recommending our products to their colleagues!”

However nothing from Deakin despite them promising exciting news before the end of last week.

[rivaldo] 18/9/2024 08:21

New interview with Vaccine Group's CEO FYI:



"The Vaccine Group (TVG) has been awarded more than £1 million in funding by the UK Government to develop a vaccine for Streptococcus suis.

TVG CEO Jeremy Salt spoke to Proactive’s Stephen Gunnion about the company’s work on a vaccine for the global bacterial disease affecting pig populations. He explained the challenges posed by the strain variations of this bacteria, the reliance on antibiotics, and the current inefficiencies of available vaccines.

Highlighting the need for new approaches, Salt mentioned a collaboration to develop a challenge model for the UK’s prevalent strain, funded by Innovate UK. “We’re developing a vaccine that we hope will have a global application, but one of the key aspects for us is to show that it works against the prevalent strain in the UK,” Salt said.

He also discussed other key projects, such as vaccines for African swine fever and bovine respiratory diseases, which are of critical concern for global livestock farming."

[jimmywilson612] 17/9/2024 11:46

29th October

[cordwainer] 17/9/2024 11:11

Full year results imminent ?

[aqc888] 12/9/2024 20:10

Great to see the ceo as the 4th largest shareholder

[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