Ip Share Discussion Threads

[p1nkfish] 31/7/2020 19:45

Buying out the overhang via a tender offer imho.

[cordwainer] 31/7/2020 17:30

can someone give an opinion of the most likely fundamental catalysts for share price movement here?

I hold similarish investments in AUGM and GROW, but there's a preponderance of life science research stuff here which i find a bit offputting, and overall the losing bets seem to be overwhelming the winners in recent years.

[bamboo2] 31/7/2020 16:16

Bought more just now, as have a potential turn on the chart 31/7/2020-3/8/2020

[bamboo2] 29/7/2020 16:50

Bought back 2/5 of original holding today.

Revised holding percentage in post 1 for DMTR

Next potential turn on chart spans 30-31/7/2020

DNL moving.

[p1nkfish] 29/7/2020 15:56

Webinar next week.

[pierre oreilly] 29/7/2020 15:08

I wish they'd give some indication of what they intend to do with the hundreds of mill cash they're sitting on. Seems to me to be far in excess of any reserve for new prospect investments, and far in excess of their 5 year running costs. I think it would be normal to tell the company owners of the plans for the cash.

[bamboo2] 27/7/2020 17:03

Todays candle is bearish engulfing, so expect short lived retrace.

[bamboo2] 27/7/2020 14:39

Post 1 on the new thread can help with nav estimates for listed holdings, also gives an almost up to date idea of percentage held.

[spectoacc] 27/7/2020 14:16

I'm badly out of touch with it but would like to see them flog a few Avacta. They did very well selling CWR.

[pierre oreilly] 27/7/2020 14:04

Has anyone done an nav estimate since some of ip's quoted holdings, not to mention cash holdings, have been rocketing?

[bamboo2] 27/7/2020 13:30

So where is support?

On the daily chart, recent historical at 64.5, 61, 51, etc

200 sma at 62.1 and rising
50 sma at 63.5 and rising

Where would recent buyers have set their stops? I would guess around 63?

[bamboo2] 23/7/2020 10:17

Agree about 70p ceiling.
Took profit on the other half this morning.

[rogerrail] 23/7/2020 10:01

70p looks like a rock solid ceiling on share price I am guessing that recent disposals of CWR , AVCT are in readiness to a tender offer to buy back shares from forced sellers.

[rogerrail] 22/7/2020 16:31

Well I wish I followed their lead when they sold out of CWR, down to 486 today!

[bamboo2] 22/7/2020 16:10

Taken profit on half the holding.

[bamboo2] 22/7/2020 08:43

healzo2, Cool. Anyone have any details?

[healzo2] 22/7/2020 08:23

Tipped in Fleet Street Letter yesterday

[bamboo2] 20/7/2020 09:10

If Tencent want a percentage of ONT and can't get what they want from Invesco, they could buy IPO shares, and maybe get a NED on the board.

20% of IPO would give them 3.28% of ONT, plus a large slug of cash on the side.

They already have holdings in MIRI.

Just a thought. We have had plenty of selling rns, and are overdue a holding rns or two.

[bamboo2] 17/7/2020 09:09

After two decades of improvements, the current human reference genome (GRCh38) is the most accurate and complete vertebrate genome ever
produced. However, no one chromosome has been finished end to end, and hundreds of unresolved gaps persist.

Here we present a de novo human genome assembly that surpasses the continuity of GRCh382, along with the first gapless, telomere-to-telomere assembly of a human chromosome. This was enabled by high-coverage, ultra-long-read nanopore sequencing....

[use link below for more info.]

[bamboo2] 17/7/2020 08:22

p1nk, Let's hope so!

I have been buying CWR as a separate holding.

[p1nkfish] 17/7/2020 08:10

I'd hope management are talking to them.