Frontier Ip Share Discussion Threads

[acuere] 30/10/2024 11:20

AQC. Are you aware that article is from October 2022?

The 65w USB-C should already be shipping, however whenever I look on Digikey, availability is always a week away. Currently shows 6-11-24 but that’s at least the 4th time the date as slipped back. I’ve not checked other distributors.
Pulsivs website indicates a 70w version due for release this quarter and a 240w version out in Q1 2025. But it is the 65w version they have always said could sell in huge volume.

[acuere] 30/10/2024 11:05

Amongst the largest holders you would have to guess it was Quilter as they were down to under 10% after a couple of sells in March/April.
However in that Top holders list from May you can see HL clients with 6.5% and II clients with 6%. HL commented yesterday that they are seeing a lot of clients moving funds from share trading accounts and into cash ahead of the budget. I presume II clients would be doing similar.
But as you say that is Oakglen(twice),Odd Asset Management, Octopus(twice), Premier Milton all disclosing increased stakes since April.

[aqc888] 30/10/2024 11:02

I’m hopeful Frontier will benefit from todays budget…

[jimmywilson612] 30/10/2024 10:29

All the recent Holding In Company RNS show people increasing stakes. Nothing about decreasing Stakes - which signals to me we still have a sell who isn't done selling...

[aqc888] 30/10/2024 10:19

Would seem Pulsiv are working on a larger 10kw version and that they are only selling demonstration versions of the design already released

hxxps://www.electronicdesign.com/technologies/power/whitepaper/21252461/electronic-design-novel-flyback-based-switching-architecture-offers-efficient-alternative-to-llc-converters

[rivaldo] 30/10/2024 09:27

Oakglen Wealth have been buying - they now own 5.97% with just over 3.35m shares:



Their last disclosure in June showed 2.63m shares, so they've bought around 700,000 more.

[aqc888] 26/10/2024 14:09

Listened to an interview with the Chancellor on LBC in my car yesterday… she was saying that start ups that needed ‘patient capital’ are to be encouraged with upcoming pension reforms… I see Frontier as potentially a rare beneficiary of the upcoming budget. The same point has been highlighted by the previous Tory Chancellor at the last mansion house speech and reconfirmed by the current labour chancellor, they agree that UK start ups which need ‘patient capital’ must be given more incentives - such companies are currently often forced to move to the US due to lack of interest in the U.K. Should U.K. pension funds get such incentives in the coming budget, Frontier and its portfolio will be of great interest to a huge new pool of investment capital.

[bobs84] 25/10/2024 08:12

Always a risk for AIM companies. They are in the closed period and normally report full year results end October or early November so next week or week after? There is lots of AIM nervousness ahead of the budget so little support for the share price and also people waiting for the finals. There has actually been a lot of RNS news over the summer and the portfolio is active based on their own PR but the sector is out of favor.

[pugugly] 25/10/2024 07:43

Yet another 1 year breakout down -

Free fall continues - As no comment from Company could this reflect the true position?

[best1467] 24/10/2024 17:10

The bounce off 30p support broken we are in open territory from a chart perspective . it’s worrying times Nothi

[swiss paul] 24/10/2024 09:33

Also could be a lot of organisations are reducing their holdings in antcipation of the great tax swindle!
Lets see how it goes post budget - who knows Reeves mightb throw us a bone and allow certain offsets, especially for those companies who we focus on

[aqc888] 21/10/2024 20:32

The market is getting nervous with the lack of progress being reported. Everyone knows a large chunk of start ups fail. Could the radio silence be a sign of impending doom. Or just not much new happening in the past 6months? Personally I think there’s been a healthy flow of good news. Although news of big sales/contracts and impending IPOs would undoubtedly settle the nerves.

[petrencf] 21/10/2024 19:18

I doubt they would fail, Jimmy. There is a strong institutional support behind them. They did not wait those long years to jump ship when success is on the horizon.Look at Octopus' increased holding or Odd Asset'stakebuilding recently.Otherwise nice finding. If ey manage to raise those funds, Fipp might will end up with a decent stake in a company with 21 million cash in hand.

[jimmywilson612] 21/10/2024 18:00

All valid points and I'm aware of the risks. If FIPP fails, I will lose alot of my pension but haven't betted the farm on it.

Camgraphic, see note 11 in their latest annual report on companies house...

[pugugly] 21/10/2024 16:39

TW ?? Shades of Woodford and Long Term Patient Capital ?? And many others. Maybe this time Rodney?

[jimmywilson612] 21/10/2024 16:16

The issue that FIPP has it that people look at the short term too often and get caught up daily movements.

The companies FIPP take time to nurture and invest in are high risk, and the vast majority of FIPP's companies will fail. Unfortunately, that's the nature of the beast we're in.

However, overtime, I still believe in the long-term value on offer here and the development of the portfolio is progressing, without unfortunately the price reflecting this.

The news that is going to come out of CamGraphIC over the coming period I think will be exciting.....

[kooba] 21/10/2024 15:19

Falling price on rising volumes..never good news.

[kooba] 21/10/2024 15:10

Certainly the shares are not behaving well ahead of the final results at the end of the month ..company currently in close period.

[pugugly] 21/10/2024 15:02

Could the chickens be coming home to roost? .
1 "Despite their promise, as many as 90% of startups fail.

2 Statistics show that as many as 3,200 startups went
under in 2023 alone. These companies were private and backed by venture capital.
3 TechCrunch. "Remembering the startups we lost in 2023."

Failure isn't limited to the initial stages, as many businesses shutter within the first five to ten years.

[aqc888] 21/10/2024 14:47

There’s much talk about encouraging pension companies to invest in Uk early stage companies. See article attached



In summary it says U.K. start ups are increasingly looking to the US for investors and that the U.K. government are looking at ways to encourage U.K. pension companies to invest in early stage U.K. companies

[best1467] 21/10/2024 14:47

Well from memory the last raise was at 60 p and in the months proceeding it dropped quite quickly from 80 ish so who knows.
We need an ipo windfall from Allusid potentially this year or 1Q 25

[kooba] 21/10/2024 13:58

I was meaning as a model that looks to increase net asset value per share issuing shares at a 65% discount and the dilutive effect on that asset value in doing so does not make an effective way of funding...obviously quite the reverse.Pointing out that if the model cannot be self funding and sustainable it doesn't work and the company should look to extract maximum value by going into a controlled wind down.Maybe they pull a rabbit from the hat but if they do have to raise funds at this kind of discount they will also need to stop new investment and inform shareholders how they will be monetising the holdings.The funny thing is if the company uses £1 to buy their own shares it's worth £1.90...If they invest it in the portfolio its worth 45p (on current discount)

[best1467] 21/10/2024 13:02

Well not sure about can not raise equity at these levels .That could be the main reason we are at these levels fund raise imminent would explain the continued valuation decline

[kooba] 21/10/2024 10:51

New to this counter having read the Oak blokes piece , i have a few other private equity plays at big discounts ...i don't think the valuations are rational but there are precious few institutions any more investing in small special situations so anomalies are happening and persisting. I added a few today at 29.2p ..so i think most of those small prints are buys..i am guessing that there is a larger seller in the background that a MM is working ..so maybe a larger print to the seller later.With so little support i guess most of these plays have to consider going into run down and monetise holdings when they can to give finance to fund other holdings in the portfolio as they can't raise equity at these kind of discounts . if in full wind down they can look to use excess cash to buy shares back at significant discounts which in itself would be value accretive.I'm afraid these kind of models aren't really working but at current valuations look very tempting to have a spread.