Ip Share Discussion Threads

[p1nkfish] 08/12/2014 09:08

Probably another chance for ALM. Waiting for that. Missed the chance too.

[philo124] 06/12/2014 20:09

Yep in SIPP; wish I had noticed ALM had got back to 260ish in the melt down a month or so ago.

[skinwalker] 06/12/2014 10:24

A good run at the moment - still a little too dependent on Oxford Nanopore I think, but I'm not selling!
Most of you know I expect - Allied Minds is a similar US concept. Early days but so far so good. I'm in!

[reels] 28/11/2014 13:18

Good coverage of Graphene opportunities on BBC. Should help portfolio value here. IMHO

[mickeyb] 27/11/2014 13:29

61.1% of £175m is £107.5m plus future royalties on top.

Market hasn't woken up to impact of this contract IP Group and more to come.

[philo124] 27/11/2014 08:04

Good reaction.

[broadwood] 27/11/2014 07:11

Very good news.

[broadwood] 26/11/2014 09:17

- IP Group portfolio company Genomics Ltd has completed a £10.3m fundraising. The funding came from new investors, including funds managed by Invesco Perpetual, Lansdowne Partners, Woodford Investment Management and the Wylie Family Trust, as well as existing shareholders including IP Group, one of its managed funds, and the University of Oxford. Following completion of the financing round, IP Group's undiluted beneficial stake of 16.7% in Genomics is valued at £4.3 million and IP Venture Fund II's 7.1% stake is valued at £1.8m. As a result of the Group's 33% limited partnership interest in IP Venture Fund II, its effective beneficial interest in Genomics is approximately 19%. The fundraising has resulted in an unrealised fair value gain to IP Group of £2.3 million and a fair value gain of £1.0m to IP Venture Fund II. IP Group and IP Venture Fund II committed £1.7 million and £0.7 million respectively to the fundraising. Genomics, a spin-out from the University of Oxford, has developed an analytical platform for genomic sequence data analysis -

[broadwood] 20/11/2014 09:12

- IP Group says it is 'delighted to note' that Modern Biosciences has been awarded a grant of up to £2.4m by the UK Government-backed Biomedical Catalyst. The award will provide support for Modern Biosciences' lead programme for the development of novel bone-protective compounds in the treatment of rheumatoid arthritis ("RA"). RA is a severe, crippling inflammatory disease which causes progressive joint and bone erosion and eventual disability. MBS' compounds act by an entirely novel mechanism of action to target both the inflammatory component of RA and its associated bone destruction. This has the potential to not only protect the joints of RA sufferers from further damage but to reverse existing damage. Modern Biosciences was established to source late-stage discovery projects from academia, conduct early proof-of-principle clinical studies and out-license the resulting programmes to the pharmaceutical industry. IP Group holds an undiluted beneficial interest of 61.1% in Modern Biosciences and, as a result, its income and expenses are consolidated into those of the group. -

[broadwood] 13/11/2014 07:23

IP Group well placed for future growth

[anley] 16/10/2014 17:16

The price drop is the MM covering their positions after the shock of some US Hedge Funds loosing $billions on the pulled merger - Shire etc......that is my view.

[seans66] 15/10/2014 23:10

Think you spoke too soon...

[mickeyb] 15/10/2014 09:31

Sp looks like it is starting the next upward phase, very encouraging.

[anley] 13/10/2014 10:40

Still keeping an eye on IPO...............

[praipus] 19/9/2014 16:14

Iron ore? Prefer carbon fibre ....:)

Piercing pattern on IPO share chart sign of something, MM's nervous to the upside for change!!! :)

[anley] 19/9/2014 13:17

No I shall keep an eye on the price but I have bought a holding in an Iron Ore company which I have called an Option Money share.......

[praipus] 19/9/2014 11:17

Good sell timming based on the chart. I'm happy holding.

Are you going to use the cash to make another stock investment or buy an Island in Bahamas?

[anley] 19/9/2014 11:03

I have sold this morning for a very good profit.

The NAV was my worry not the management.

[praipus] 08/9/2014 16:16

Thanks anley, if you have a moment please could replace http with HTTP (in capitals) and your hyperlink will work :)

Edit: ":/" colon and forward slash missing between HTTP and /

[anley] 08/9/2014 15:41

For those of you interested in IPO investment in Graphene.


HTTP/www.hngn.com/articles/41690/20140908/graphene-could-be-synthesized-on-industrial-scale-using-150-year-old-method.htm

[philo124] 04/9/2014 19:53

Crossed entire holding into SIPP today; realised gain on sale from trading account.

[broadwood] 28/8/2014 16:06

Net assets doubled at IP Group, thanks to a £100m capital raising, the acquisition of Fusion IP and a big increase in the value of its portfolio companies.

Year-on-year, net assets at the intellectual property commercialisation firm soared from £261.6m to £528.6m, although this was offset slightly by the operating expenses, reduction in the fair value of the Oxford equity rights asset and the amortisation of intangible assets in the period.

Overall, the group's portfolio companies raised a total of £93m during the half year, compared to £55m in the same period in 2013.

The fair value of its investment portfolio was upgraded from £285.8m at the end of 2013 to £319.6m at 30 June.

The company, which acquired the rest of Fusion IP in March of this year, said the half year had continued 2013's "encouraging" performance.

The group swung to a profit for the period, posting £12.6m compared to losses of £2.0m a year earlier. Earnings per share totalled 2.83p, against a 0.51p loss per share in the corresponding six months.

During the period, IP extended its agreement with The University of Manchester, one of the UK's major research universities, to include graphene projects. The group also agreed a pilot IP commercialisation collaboration with Princeton University, the group's third such relationship in the US.

lan Aubrey, the chief executive of IP Group, said: "I am pleased to be able to report another busy half that has seen the group build on the considerable successes of 2013.

"[Our] achievements, combined with the successful admission of three of our portfolio companies to AIM, an increased pipeline of opportunities, and a strong cash and financial position, provide us with a solid platform from which to continue to generate significant value for shareholders over the long-term."