Ip Share Discussion Threads

[brucie5] 12/5/2023 07:54

Does anybody have a view on the likely impact/success of FLF? Seems somewhat overlooked yet valued within the very top tier of the folio.

[p1nkfish] 12/5/2023 07:43

See post 2673.
Give it 15-24 months imho. May be longer as money dries up.
Lots of patience needed.
Note Moneyweek give no time frame, they treat readers as suckers!

2020 backdrop was totally different.

[boystown] 12/5/2023 07:23

Well they've promised we'll be at 150p so that's nailed on then! :-)

[gemlotte55] 12/5/2023 07:15

Lets hope so Boystown👍

[boystown] 12/5/2023 07:13

From Money Week today:

"IP Group (LSE: IPO) is a UK mid-cap that is discounting too much bad news. The company helps fund innovative technologies from the UK’s leading universities. Venture funding is an area under pressure owing to rising interest rates. The group’s recent estimated net asset value of 130p per share will come under some pressure. However, we note that some of the investments, such as Featurespace, a software group using artificial intelligence (AI) to combat financial crime, are highly promising and should raise money successfully. Today’s share price of 60p is unrealistically pessimistic and we believe that IP Group will soon repeat its 2020 recovery, when the shares rallied from 50p to 150p."

[brucie5] 11/5/2023 09:05

Interesting read, though because focused on LSciences, nothing much to say on First Light Fusion, no. 2 in the top 20 holdings.

[gemlotte55] 10/5/2023 15:32

Thanks palisz👍

[palisz] 10/5/2023 14:29

hxxps://www.edisongroup.com/research/deep-dive-into-the-life-sciences-portfolio/32291/

[gemlotte55] 10/5/2023 14:27

Can you paste the link to Edison note please
palisz

[bamboo2] 10/5/2023 14:21

I managed to buy back 25,000 near the lows.

Vol yesterday not too bad.

[bamboo2] 10/5/2023 14:17

5 May 2023, Christopher Glasson, Finance Director and a PDMR, purchased a total of 49,690 Shares of 2p each as outlined in the table below.


Name ------------------Number -------------------Price--- -----------Resulting
--------------------------of shares ----------------per share ----------beneficial
--------------------------acquired------------------------------------------ interest
Christopher Glasson 49,690 ---------------------55.12p ---------------204,013

[palisz] 10/5/2023 13:56

Director (CFO)buys 50k..see RNS,
Edison brings out buy recommendation, reviews Lifesciences portfolio. see web
Volume remains as per...poor.
CEO still hiding under the desk

[bamboo2] 09/5/2023 14:24

Back in 53

[bamboo2] 09/5/2023 08:15

Sold 20k at 56.24 for approx £300 profit.

[bamboo2] 05/5/2023 19:57

I have emailed the co about the P/f updates on the website. There are plans to introduce it back. I am unsure why they made the changes, as it obviously cost £££'s, but is less functional than it was previously.

We do have pictures of the management looking like they just won the lottery.

I guess in a way they have, given that their bonuses are based on NAV, rather than market based share price.

[bamboo2] 04/5/2023 08:53

palisz, all can attend online, shareholders and non-shareholders, and ask questions in advance or via Investormeet.

I just added.

[palisz] 04/5/2023 08:26

So here we are, 52 week low, covid low pretty close, and below the 2003 listing... Meanwhile management ignore the 95% who voted in favour of doing share buybacks.
The portfolio ex ONT and cash is fast approaching a valuation of....ZERO!
Time Greg Smith take action or quit. I'll be voting against his re-election on 15th June AGM. Anyone attending the AGM should ask the obvious question.

[bamboo2] 03/5/2023 09:27

Likely a trade, although happy to hold, or even add if it goes lower.

[brucie5] 03/5/2023 08:39

Good level I'd have thought. Trade or lth?

[bamboo2] 03/5/2023 08:10

Bought 30k at 54.87 [av]

[bamboo2] 02/5/2023 07:47

p1nk, I just noticed this appear [might not affect IPGroup directly, but since Hambro were discussed earlier]...

02/05/2023 07:30
TEMPORARY SUSPENSION
Hambro Perks Acquisition Company Limited
The Financial Conduct Authority ("the FCA") temporarily suspends the securities set out below
from the Official List effective from 02/05/2023 07:30 at the request of the company:


Security Description Listing Category ISIN
Class A Ordinary Shares of No Standard Shares GG00BMCP7B62
Par Value; --
fully paid;
================== ==============
Warrants of no par value; fully Standard MISC GG00BPGZVF58
paid Securities --

========================================================

edit, just seen that Perks left the co. abruptly a few weeks ago, so probably associated with that.

[bamboo2] 28/4/2023 08:17

Sold 10k for 56.461
Nice little trade for £100

[bamboo2] 27/4/2023 20:20

Just wondering how us PI's would feel knowing one of our holdings was down £8m in six months!

Bought 10k at 55.2 for a trade with profit from part of IUG trade.

p/f member IUG has been going for it!

[bamboo2] 27/4/2023 17:19

I checked again this afternoon, looking back over several reports, and realised an error in my early maths. These are the actual figures, so Imperial are still holding just over 30m shares, and they are using the closing price on the last day of the reporting month.

Will correct the above post.

Jan 23 £18,808,814 31/01/23 share price £0.61 £18,808,814/.61 = 30,834,121.3115 sh
Oct 22 £18,207,055 31/10/22 share price £0.59 £18,207,055/.59 = 30,859,415.2542 sh
Jul 22 £26,616,246 31/07/22 share price £0.86 £26,616,246/.86 = 30,949,123.2558 sh

[bamboo2] 27/4/2023 08:12

Re Imperial. [I have deleted the incorrect figures in this post. See below]

The figs released for holding at the end of Jan'23 show a value of £18,808,814

Sp on 31/1/23 was £0.61

The last time we had a TR-1 the holding fell below the reporting threshold of 3%
[6/9/2021 reduced further to 2.99% [31,859,416]]