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Share Name Share Symbol Market Type Share ISIN Share Description
Ip Group Plc LSE:IPO London Ordinary Share GB00B128J450 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -0.57% 87.00 85.60 85.90 88.00 85.00 87.50 3,974,773 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 -78.8 -7.1 - 924

Ip Share Discussion Threads

Showing 1876 to 1897 of 2150 messages
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DateSubjectAuthorDiscuss
05/8/2020
12:56
If a quid is worth 70p then buy some more!
noiseboy
05/8/2020
12:34
You dont sound suited to this investment. Simple as that. Find investments that meet your wants, investments wont change to suit you. Same as it ever was. If a shirt wont fit dont wear it.
p1nkfish
05/8/2020
11:36
Probably 50p dex - the value of nano has gone up massively - probably 2 or 2.5 times judging by quoted pharmas' reaction on similar news - since the assets were valued as detailed in today's rns. pink, I'll sell when I'm ready to sell, but thanks for the advice. Could you address dex's question and detail what, if anything, you disagree with anything I've posted today. Making the point that ipo directors are almost negligent in their duty to shareholders in my view, could be viewed that i think such an undervaluation could easily be exploited by better management who could buy a quid's worth of assets for 50p plus a small uplift. And I think that could happen. There certainly wouldn't be much shareholder opposition to that, whatever bravado you currently try to display.
pierre oreilly
05/8/2020
11:22
...you don't agree with him then ? Which bit(s) exactly do you not agree with ? We have a board who are presiding over a situation where investors £1's are worth only 70p each and you think that's okay ?
dexdringle
05/8/2020
11:17
Sell then and move on.
p1nkfish
05/8/2020
10:56
"Pierre Oreilly 5 Aug '20 - 10:46 - 450 of 454 Lots of stuff about the interests of shareholders being ignored and the business being run for the benefit of the directors / employees" --------------------- Top post. Absolutely 100% spot on. I can't believe that anyone on here could realistically argue with a single point you have made (but I'm sure they will !)
dexdringle
05/8/2020
10:24
Thanks Pink. I guess the recent increase in director holdings might help Merc, as it'll now be in their interests to increase the share price I'll keep an eye on IPO based on the above D
dennisbergkamp
05/8/2020
10:10
One of ipo's companies is Orph. Orph have 2 or 3 interests surplus to requirements. They are going to package them, and dispose of them, probably being floated on the nas - they are pharmas with drugs ready for Phase 3, covid/flu related, expected to go for between £100m and 300m. Orph have said they'll return the total proceeds to shareholders as either cash, or as paper in the new nas company (immediately realisable of course, so almost cash). 100% returned to shareholders in proportion of their orph shareholding. Now i have a proposal for ipo. When nano is floated, why not follow a progressive management strategy and reward your shareholders by returning the total cash raised in the nano float to ipo shareholders, the very same as orph is doing? That is how to redress the undervaluation of ipo and its massive discount to nav while, at the very same time, rewarding your shareholders.
pierre oreilly
05/8/2020
10:00
dennis, Merc is certainly undervalued but I have more confidence in IP management and they are more deep domain and wider by geography. I hold more IP for that reason and deep domain investments tend to take longer but can return better imho and they have good tentacles across more sources of new investments. Merc is and has been promising but always disappointed so far and I do think its down to lack of confidence in Merc management. Merc even less public shareholder orientated than IP.
p1nkfish
05/8/2020
09:46
Rejoice - the directors have had a very brief thought of the interests of the company owners. They say they are 'mindful' of the discount of the mc to assets! Whoopie! That's it, nothing more, they are just 'mindful'. Well how's about some action to realise some value for the owners? Simple things like paying a spceial divi, where £1 in the company is worth £1 to the owners, instead of it being worth 50p within the company? (I'm adding some nano assets onto their valuation). Come to think of it, is a quid in the company worth anything to shareholders? We certainly don't ever get our hands on it - perhaps a quid in the co. is worth nothing to shareholders? Hundreds of millions in cash in the company coffers, and the owners of that cash get not a sausage. While i like a company to be beneficial to mankind in general, I don't like that to be their sole aim and f the owners, as they seem to act. It is a stated aim of theirs. My view is this is run for the benefit of the directors who control those hundreds of millions, and no one else, especially the owners. It's great nano's stake going up £300m or whatever recently, but that is good for the company, the directors and really, it's fa benefit to shareholders. They could have easily started a dividend policy. That would both return a little cash to the owners as well as rerating the company to near asset value. The directors want it all to themselves. Look at the cross directorships, cross shareholdings. Any company ipo funds should have no ipo directors as shareholders in that company to avoid conflict of interests.
pierre oreilly
05/8/2020
09:40
Someone could ask at the IR meet about the BoD's thoughts on dividend policy
empoggio
05/8/2020
09:07
Pink, How do you feel about this in comparison to your thoughts on Merc? Seems a similar setup D
dennisbergkamp
05/8/2020
08:56
If you can't see the point then don't invest.
p1nkfish
05/8/2020
08:06
The Hard NAV has fallen by 2p a share in the year since June 2019 yet there have been no payments to shareholders. What is the point of this company? It's like watching your money go sloooooowly down the drain.....
dexdringle
05/8/2020
07:28
Record cash realisations, strong financial position, positive developments in portfolio Portfolio highlights -- Net portfolio gains of GBP34.9m or approximately +3% (HY19: reduction of GBP36.7m; FY19: reduction of GBP43.9m) -- Cash realisations of GBP113.7m (HY19: GBP7.1m; FY19; GBP79.5m), exceeding investment by GBP76.9m -- IP Group investment into portfolio: GBP36.9m (HY19: 39.0m; FY19: GBP64.7m) -- Total funds raised by portfolio companies in excess of GBP350m (HY19: GBP239m; FY19: GBP430m) including Featurespace (GBP30m) and Inivata ($25m), GBP200m of which was raised post-UK lockdown. -- Fair value of portfolio: GBP1,025.0m (HY19: GBP1,127.0m; FY19: GBP1,045.6m) -- Ceres Power valuation exceeded GBP1bn making it the second 'unicorn' to emerge from our portfolio; the resultant liquidity in the stock afforded the Group the opportunity to realise the majority of its investment at 7x cost -- Strong commercial progress at Oxford Nanopore, including development of LamPORE assay for the detection of SARS-CoV-2, and a total of GBP77.7m additional capital raised -- Inivata announced a strategic collaboration and $25m investment, plus an option to buy the company, from NeoGenomics -- Wave Optics exceeded its order forecasts in the first half of the year and now counts eight of the world's top ten tech and social media companies as customers -- A number of our portfolio companies, most notably Oxford Nanopore, are involved in the response to COVID-19 Financial and operational highlights -- Hard NAV(1) GBP1,156.4m or 108.8 pence per share (HY19: GBP1,171.8m or 110.6p; FY19: GBP1,141.5m or 107.8 pence per share) -- Net assets GBP1,156.8m (HY19: GBP1,172.4m; FY19: GBP1,141.9m) -- Strong liquidity with gross cash and deposits at 30 June 2020 of GBP245.3m (HY19: GBP161.1m; FY19: GBP194.9m) and net cash (gross cash and deposits less EIB debt) of GBP170.5m -- (HY19: GBP71.0m; (FY19: GBP112.4m) -- Positive Return on Hard NAV(2) of GBP14.2m (HY19: negative GBP46.9m; FY19: negative GBP73.7m) -- Profit of GBP11.7m (HY19: loss of GBP49.5m; FY19: loss of GBP78.9m) Post period-end update -- Total further cash realisations from the portfolio of GBP54.4m in July, total gross cash and deposits at 31 July 2020 of more than GBP275m -- Oxford Nanopore announces partnership with UK Government to roll out LamPORE, a new generation of COVID-19 test -- Appointment of Prof. Gordon Clark as Chair of Ethics Committee Commenting on the Group's half-yearly results, Alan Aubrey, Chief Executive Officer of IP Group, said: "IP Group has made excellent progress in the first half of the year and beyond, achieving record realisations to the end of July of more than GBP168m, more than double the GBP79.5m achieved for the whole of 2019. The Group saw a positive return of approximately 3% on its portfolio in the first half, despite the significant headwinds and challenges faced globally. We will we continue this focus on NAV growth in the second half of the year and beyond. We have adapted the Group's day-to-day operations to ensure that our people have been able to continue to work effectively despite the COVID-19 pandemic and management has focussed on three core areas - the health and wellbeing of our people, supporting our portfolio of companies and maintaining business-as-usual virtually. I have great pride in the role that many of our portfolio companies are continuing to play in society's response to COVID-19, further underlining the relevance and importance of the Group's purpose. The cash realisations from the portfolio, the positive portfolio return and continued prudent cost control have placed the Group in an even stronger, more liquid financial position than at the beginning of 2020. We remain confident in the prospects for our portfolio that, as well as financial returns, is delivering meaningful impact and significant benefits to society at large. "
bamboo2
04/8/2020
17:19
Price action and high level of volume bode well for the morrow.
bamboo2
03/8/2020
21:50
Oxford Nanopore. 2020 has been a year of intense innovation, and we are delighted to be partnering with teams at the UK's Department of Health and Social Care to roll out LamPORE, a new generation of COVID-19 test. Video. Https://twitter.com/i/status/1290151218120142848
bamboo2
03/8/2020
21:44
Professor Andrew Beggs works at a lab that's been piloting the new 90-minute coronavirus test. He explained on BBCBreakfast how it works Https://twitter.com/i/status/1290190618174644224
bamboo2
03/8/2020
20:40
Ip group of course!
r9505571
03/8/2020
11:47
Via IPO. hxxps://www.ipgroupplc.com/our-portfolio/portfolio/bramble-energy-ltd
brucie5
03/8/2020
11:40
So where can you invest in bramble energy
pjml5337
03/8/2020
09:50
Bramble Energy Ltd - Secures significant new capital to accelerate its unique fuel cell deployment 03 Aug 2020 Bramble Energy, the world’s most scalable hydrogen fuel cell company, has raised a £5m Series A round. BGF led the round and was joined by existing investors including IP Group, Parkwalk Advisors, and UCL Technology Fund. Bramble Energy has developed the only technology capable of producing gigawatts of hydrogen fuel cells using existing global manufacturing resources, dramatically reducing the time to market and investment needed versus existing fuel cell designs. Hydrogen fuel cells generate electric power from an electrochemical reaction rather than combustion, thereby eliminating carbon emissions from the power unit and producing only water and heat as by-products. Addressing a key component of the world’s transition to a low-carbon economy, Bramble Energy has created a patent protected fuel cell that can be manufactured in almost all printed circuit board (PCB) factories world-wide. This solves the key challenges of lead times, up-front investment, manufacturing cost and scalability in the production of hydrogen fuel cells. The use of hydrogen as a key part of global efforts to drive towards net-zero emissions is increasingly recognised, most recently with the European Union adopting its own major Hydrogen Strategy in July. Bramble Energy was founded in 2016 as a spinout from UCL and Imperial College London by Professor Dan Brett, Professor Anthony Kucernak and CEO Dr. Tom Mason. The company has recently begun product acceptance testing with BOC/Linde (the UK’s largest industrial hydrogen producer) to supply into their Hymera product range. Funding will support the launch of Bramble Energy’s portable power product range, starting with a low cost, flexible 20W unit, shortly followed by 60W and 100W versions, that are zero-emissions replacements for diesel generator technologies. The rapid development of high power density, liquid-cooled fuel cell systems is also now underway, using the same scalable low-cost technology platform. Dr Tom Mason, co-founder and CEO at Bramble Energy said: “This is a hugely exciting time for Bramble Energy, with many eyes focused on the UK’s leadership role in the transition to a greener economy. We are solving some of the greatest barriers to the adoption of fuel cells – through our ground-breaking manufacturing route, scale-up potential and low-cost production. “BGF understands our mission, culture and technical capabilities. We are pleased to have them on board, backing our growth and expansion at a critical juncture for the business.” George Mills at BGF said: “Bramble has created a world-first in the production of hydrogen fuel cells, with the potential to transform a global and growing market. Critically, Bramble has inherent scale-up potential with fuel cells that can be made in PCB factories around the world. BGF is backing a pioneering team with significant commercial acumen. As the UK advances towards its greener future, the cleantech industry is one of increasing interest to BGF, with our capital and financial firepower designed to help accelerate growth and provide long-term partnerships.” Jamie Vollbracht, Cleantech Partner at IP Group and acting Bramble Energy Chair said: “Bramble’;s distinctive, highly scalable technology is exactly what is needed for hydrogen fuel cells to go mainstream. We are delighted to welcome BGF to the board following this funding round, as we move into an exciting phase of rapid growth for the business.” --Ends-- About BGF: BGF was set up in 2011 and has invested more than £2.2bn in over 330 companies, making it the most active investor in the UK. BGF is a minority, non-controlling equity partner with a patient outlook on investments, based on shared long-term goals with the management teams it backs. BGF invests in growing businesses in the UK and Ireland through its network of 16 offices. www.bgf.co.uk
bamboo2
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