Ip Share Discussion Threads

[bamboo2] 16/2/2021 17:33

eeza, I do sometimes wonder how much of the churn is people like me!

Because I average in and out it's difficult to work out precisely the total volume involved.

[eeza] 16/2/2021 16:36

That's probably your trades, bamboo !!

[bamboo2] 16/2/2021 16:26

Wetpantz, Quick check of decimal points! Visible volume so far is approx 5.3m.

This is more like 0.5% of the co., rather than 5%

edit, still good volume though!

[wetpantz] 16/2/2021 15:59

Agree with p1nk, strong move up today on big volume c. 5% of market cap traded. maybe announcement on ONT ipo imminent? Has been a few speculative mentions in press over past 2 wks. Barrons, FT, Telegraph.

[p1nkfish] 16/2/2021 12:18

More going on to cause this than just ONT.
This is not all because of nanopore imho.
Something else is going on.

[p1nkfish] 16/2/2021 12:17

So far, every time I come across a chart looking like this, even though can be turbulent, it just marches higher over time. Close yesterday was a very good sign.

[bamboo2] 16/2/2021 12:04

rob, thinking big sellers were gone, I mistimed a large buy in January. I eventually doubled up on the way down to 90, but ended up with a very large position, so have been rebalancing over the past few days. Still have basic holding.

[robertspc1] 16/2/2021 11:33

Genomics coverage is everywhere as a result of Covid. Investors flush with cash, IPO and SPAC deals daily, Illumina at 5 year high, may never be a better time for an ONT deal. I wouldn't be a seller

[bamboo2] 16/2/2021 11:09

Hi p1nkfish, I have been letting go of the trading shares today as I have a possible turn noted on the chart 15-16/2/2021. p/f was nearly 80% ipo, so feeling quite relieved! :-)

[p1nkfish] 16/2/2021 10:57

Heading higher still imho.
Something changing or news of some sort leaking.
Trend is friendly overall.

[masurenguy] 16/2/2021 10:23

Just hit a 2 year high ! 😊

[p1nkfish] 16/2/2021 10:18

I average up by a fair amount recently as see this playing catch-up with good reason.

bb2, what do you think?

[edwardt] 15/2/2021 20:35

Ont should float on lSE and we should get stock on in specie basis from IP group at ipo - that would be best outcome.

[robertspc1] 15/2/2021 16:50

Chunky trades at the close. Hopefully a breakout on the cards.

[wetpantz] 14/2/2021 16:57

NASDAQ listing more likely imo, they should hurry up to capitalise on current generous valuations. Dividend unlikely as there's a big pipeline of follow on and new investments. That is the purpose of the company after all.

[robertspc1] 12/2/2021 20:04

Illumina now worth $75bn. What price ONT? Still think a possible SPAC target

[robertspc1] 10/2/2021 19:46

I think they will do a special divi to shareholders and also announce that ONT plans to IPO. Either would put a rocket booster under the shares

[p1nkfish] 10/2/2021 16:09

Would love to know what they have on the horizon to invest in, the level of cash makes them very useful.

[robertspc1] 10/2/2021 15:55

Reckon this will pop nicely when annual NAV comes out. Discount is way too big as shareholder overhang clears

[bjfanc] 10/2/2021 13:07

Softbank investing heavily in PACB, good news for sector.

[bamboo2] 10/2/2021 10:59

b/f, IPGroup have reduced their holdings in the US from 80% to 61.3%, whilst increasing the nav.

The recent ACT rns IPGroup diluted from 21.4% to 18.06%

This dilution and consequent reduction of risk is a common theme since management started changing their style approx 18 months ago.

[bottomfisher] 10/2/2021 09:32

Who is the new 'US blue chip institutional investor"? Find this press release very underwhelming. It would be great to know the names of the the co-investors in IPO's North American platform. It might help reassure UK investors that IPO's management is capable of attracting top class investors as co-investors in its investment ideas.

[masurenguy] 10/2/2021 07:48

IP Group plc - IP Group, Inc. raises additional $50.0m (£36.5m*) of funding

IP Group plc, the developer of intellectual property-based businesses, is delighted to announce that IP Group, Inc., its North American platform, has secured an additional $50.0m (£36.5m*) of funding, including $40.0m from a new US blue-chip institutional investor. IP Group plc committed $10.0m of funding and now has a 61.3% interest in the North American platform. This brings the total funds raised by the team over the past twelve months to $63.5m, including $15.0m from IP Group plc. This additional funding is consistent with the Group's strategy of financing IP Group, Inc. alongside third-party strategic investors. The funds will support the continued growth of the platform's maturing portfolio as well as its pipeline of new opportunities.

[bamboo2] 08/2/2021 16:26

hashertu, we will know when we get the update to end of 2020.

It's about a month away based on last year, but could appear anytime in theory.

[hashertu] 08/2/2021 15:39

Bamboo. If you are referring to the 2 x £113m awards, the sums are mind boggling.
Time will undoubtedly tell us if our guess is close to the mark or not.