Ip Share Discussion Threads

[p1nkfish] 24/1/2022 07:11

Anyone know what the IPO short open interest is?

[spooky] 22/1/2022 07:26

bamboo2, where is your stop?

[p1nkfish] 21/1/2022 17:02

Between us we might be the reason for the lift at the end of the day.

My buy hasn't shown up yet.
Will add further if it goes sub £1 as an investment in the future of the tech helping the planet - bloody frustrating.

Market cap - cash - portfolio, share price is out of whack imho.

[apple53] 21/1/2022 17:01

Thanks Pink.

[p1nkfish] 21/1/2022 16:35

So did i, got as close to the daily low as was possible for a fair few. Still in the money here on my holding but frustrated.

Looking through the current fog to 3 years out and I can't see this not having returned a decent CAGR. It's being thrown under the bus with other stuff that has nowhere near the same balance sheet or breadth of holdings. It looks overdone as a sell-off.

Anyway, a great weekend bb2, a53.

[apple53] 21/1/2022 16:30

Ditto Bamboo

[bamboo2] 21/1/2022 16:16

p1nk, re earlier message, hopped in for a few just above 100.

[p1nkfish] 21/1/2022 13:01

A deep well of stock to buyback from.

[bamboo2] 21/1/2022 07:36

Buyback Programme

Date of purchase: 20-Jan-22
Number of ordinary shares purchased: 450,000
Highest price paid per ordinary share (GBp): 108.60
Lowest price paid per ordinary share (GBp): 106.80
Volume weighted average price paid per ordinary
share (GBp): 107.3822

The Group will hold the Repurchased Shares in treasury. Following the above transaction, the Group holds 26,811,100 of its ordinary shares in treasury...

[p1nkfish] 20/1/2022 16:57

cw, I don't know but IPO looks a bargain to me.
Hold and wait, frustrating.

[cordwainer] 20/1/2022 16:16

p1nkfish10 Jan '22 - 16:28 - 2020 of 2106
0 0 0
Example of the problem when you have an ONT tail wagging IPO.
It looks like price correlation to me and not healthy when there is such a large dependency.
IPO will not be properly mature until its valuation is less dependent on any one single element.
-----
or maybe the market is correlating that way more than it should be.

[bamboo2] 20/1/2022 07:44

Buyback Programme

Date of purchase: 19-Jan-22
Number of ordinary shares purchased: 391,723
Highest price paid per ordinary share (GBp): 109.80
Lowest price paid per ordinary share (GBp): 107.60
Volume weighted average price paid per ordinary
share (GBp): 108.1808

The Group will hold the Repurchased Shares in treasury. Following the above transaction, the Group holds 26,361,100 of its ordinary shares in treasury...

[p1nkfish] 19/1/2022 09:43

425M profit on a 1.12B market cap with 276M net cash.
108p critical level on the weeklys, sitting there currently.
Break that and its in new territory relative to the main weekly MA's vs the past year or 2.

[p1nkfish] 19/1/2022 09:39

Sentiment is driving this as much as anything, results were spot-on. So long as tide of sell volume out weighs buyback per day we are only going one way.

Who the hell is selling? If there were holding RNS's we might get some idea when any seller might finish clearing out. As is we have no clue when the tide will turn and it's not cricket if the seller is a big holder - which is likely the case.

[bamboo2] 19/1/2022 07:41

Buyback Programme

Date of purchase: 18-Jan-22
Number of ordinary shares purchased: 421,737
Highest price paid per ordinary share (GBp): 113.20
Lowest price paid per ordinary share (GBp): 110.20
Volume weighted average price paid per ordinary
share (GBp): 111.0950

The Group will hold the Repurchased Shares in treasury. Following the above transaction, the Group holds 25,969,377 of its ordinary shares in treasury...

[p1nkfish] 18/1/2022 20:34

Tomorrow will be interesting.

[p1nkfish] 18/1/2022 20:14

UK will feel knock-on effects of US markets. UK mid-cap and small-cap won't avoid the spill-over and will become even more attractive. IPO too.

The buyback is overwhelmed by the selling and sub £1 is not impossible.
Will add to holding if that occurs.

[p1nkfish] 18/1/2022 19:37

Totally agree Essential. The ONT price round trip is interesting too.

[p1nkfish] 18/1/2022 18:30

At least the buyback keeps chugging along.
Another 421,737.

[essentialinvestor] 18/1/2022 18:29

Are we heading for a wider market sell off.

Weakness in IPO's listed equities has been evident for months,
I referenced it around November time from memory, but it predates that by
months.

Many listed PE firms, some with stellar records sell on 20% NAV approx discounts,
very much wider in terms of market dislocations, as per March 2020.

Those selling at NAV premiums are the exception, needs to be some realism around that
and ONT represents a very large slice of NAV, so arguably this increases potential risk further.

Remember IPO often invests at a much earlier stage of company development than standard PE do.
which perhaps is reflected in the discount.

[bamboo2] 18/1/2022 07:35

Buyback Programme

Date of purchase: 17-Jan-22
Number of ordinary shares purchased: 300,000
Highest price paid per ordinary share (GBp): 115.80
Lowest price paid per ordinary share (GBp): 113.20
Volume weighted average price paid per ordinary
share (GBp): 114.5855

The Group will hold the Repurchased Shares in treasury. Following the above transaction, the Group holds 25,547,640...

[bamboo2] 17/1/2022 10:41

all, Thanks for posts.
Imo, it'd be good if we can avoid content getting personal.