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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
  0.80 0.7% 115.00 114.60 115.00 115.40 115.00 115.40 41,168 08:19:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 186.1 17.5 6.6 1,222

Ip Share Discussion Threads

Showing 2251 to 2272 of 3250 messages
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DateSubjectAuthorDiscuss
30/3/2021
18:34
I am amazed it did not go up more today
edwardt
30/3/2021
09:30
my hope is that ip group offer us our stock in specie so we can hold or sell in the secondary market.
edwardt
30/3/2021
08:00
Whatever the valuation, there's hundreds of mill becoming liquid for orph. They've said if they get any more windfalls they'll consider new options for the cash since they are already full of the stuff way beyond their investment requirements. My guess, and hope, is they'll take out 50% in the float, and let 50% ride to benefit from future appreciation. Returning that cash to shareholders looks likely and positive Imv, hopefully as a special Divi (we all hold in ISAs, right?).Anyhow, the float is certainly good enough to hold this to see the outcome. I think the current valuation on the books is quite a bit lower than a float will achieve. The declard Divi, plus a special Divi if it happens would themselves cause a rerating of IPO as it's seen as more progressive.
pierre oreilly
30/3/2021
07:16
JAF, have a look at Illumina's valuation, to get an idea of where the market will value ONT. At end of 2020 was valued at approx £2.26bn [check this] IPO's 15% at end of 2020 valued at £340,000,000 Sanghera suggesting it will double every year for the next four years. This adds approx 32p to IPO's nav at end of 2021 Current NAV for IPO at end of first three months 2021 approx 125 + 8 = 133 This excludes improvements in NAV in other holdings such as ITX, DNL etc.
bamboo2
30/3/2021
07:07
happy days.
edwardt
30/3/2021
06:58
IP Group plc - Portfolio company Oxford Nanopore Technologies announces preparation for IPO in the second half of 2021 IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, notes that portfolio company Oxford Nanopore Technologies Ltd ("Oxford Nanopore") has today announced that it has informed its shareholders that it has started the process of preparing for a potential Initial Public Offering ("IPO"). Whilst the timing of a potential IPO is dependent on market conditions and other matters not fully within its control, Oxford Nanopore currently expects the IPO to occur in the second half of the year on the London Stock Exchange. IP Group currently holds a direct undiluted beneficial stake of 15.0% in Oxford Nanopore, valued at GBP340.3 million. Oxford Nanopore's announcement is available on the news section of its website.
bamboo2
30/3/2021
06:38
So what is the valuation of ONT?????????
jaf111
30/3/2021
06:29
Formally announced plans for ONT prepatation to float.
p1nkfish
29/3/2021
22:10
Https://www.nytimes.com/interactive/2021/03/25/magazine/genome-sequencing-covid-variants.html Click on link for whole article. But a very different set of ideas emerges from one of Illumina’s main competitors, Oxford Nanopore. Oxford’s sequencers involve a technology that is electronic rather than optical; it is based on the concept of moving a sample of DNA through tiny holes — nanopores — in a membrane. The device measures how genetic material (extracted from a sample of blood, say) reacts to an electric current during the process, and it registers the letter sequence — A, G, C, T — accordingly. One distinctive feature is that a nanopore device can read longer threads of DNA than an Illumina device, which can be helpful for some applications. It can also give readouts in real time. Yet the biggest difference may be its portability. In 2015, Oxford Nanopore began selling a sampling and sequencing gadget called the Minion (pronounced MIN-eye-on) for $1,000. It is smaller than a small iPhone. The chief executive of Oxford Nanopore, Gordon Sanghera, told me he sees his company’s tool as enabling a future in which sequencing insights can be derived during every minute of every day. Inspection officers working in meatpacking plants would get results about pathogenic infection in minutes; surveyors doing environmental monitoring or wastewater analysis can already do the same. Your dentist might one day do a check of your oral microbiome during a regular visit, or your oncologist might sequence your blood once a month to see if you’re still in remission. A transplantation specialist might even check, on the spot, about the genomic compatibility of an organ donation. “The company’s ethos,” Sanghera says, “is the analysis of anything, by anyone, anywhere.” Indeed, there happens to be a Minion on the International Space Station right now. The technology, compared with Illumina’s, is considered by most scientists I spoke with to be less accurate, but it has advantages beyond those that Sanghera mentioned. It was the Minion that enabled scientists to test for diseases like Zika without any infrastructure beyond a laptop; more recently, it’s what allowed EsteĆ© Torok and other researchers in Britain to track viral mutations in real time in a hospital. “That ability to do sequencing in the field, even in rural Africa, has opened up possibilities that were never previously even envisioned,” Eric Green, who runs the National Human Genome Research Institute, part of the N.I.H., told me recently. Bringing the equivalent of an iPhone into genomics may not effect a revolution overnight. Sanghera doesn’t imagine that big central testing labs, or Illumina, could fade away anytime soon; indeed, his own company markets a line of large sequencers for big labs, too. And for sure, related technologies can coexist, much like cloud computing and desktop computing, especially if they solve different problems. For now, Sanghera regards the coronavirus, and the surveillance efforts in Britain and the U.S. that are increasing demand for his company’s products, as hastening the culture’s genomic transition. He said he sees no obstacle to a $100 whole human-genome sequence in the near future. His company, he told me, is also working with a new chip that may eventually bring down the cost to $10.
bamboo2
26/3/2021
15:49
Good news keeps on flowing. ONT IPO will be massive too
robertspc1
26/3/2021
12:37
FOR RELEASE ON 26 March 2021 IP Group plc - Portfolio company Diurnal announces European Medicine Agency issues positive opinion for Chronocort(R) in Europe IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, is pleased to note that AIM-listed portfolio company Diurnal Group plc ("Diurnal"; AIM: DNL) has announced that the European Medicine Agency (EMA) has issued a positive opinion for Diurnal's second product, Chronocort(R) (to be branded as Efmody(R) ), in Europe which is expected to launch commercially in Q3. IP Group currently holds a direct undiluted beneficial stake of 31.9% in Diurnal which is a specialty pharmaceutical company targeting patient needs in chronic endocrine (hormonal) diseases. Dr Sam Williams, Managing Partner, IP Group Life Sciences , said: "We are delighted for the Diurnal management team and staff who, having already brought a first, ground-breaking drug to market in Alkindi, now have the realistic chance of a second, Chronocort. As Diurnal's largest shareholder since 2005, this news supports IP Group's approach to providing long-term backing for its core portfolio companies." Diurnal announced that the Committee for Medicinal Products for Human Use (CHMP), an advisory committee of the EMA, had issued a positive opinion to the European Commission recommending Efmody(R) (hydrocortisone modified-release hard capsules - development name Chronocort(R) ) as treatment of adult and adolescent patients (12 years and older) with the rare condition congenital adrenal hyperplasia (CAH). The formal approval of marketing authorisation from the European Commission is anticipated in June 2021, in accordance with the 67-day timeline following the adoption of the positive opinion by the CHMP, together with a decision on grant of Orphan Drug Status. To facilitate timely commercial availability, Diurnal has already commenced market access activities in its target European territories, with the first commercial launch anticipated in Q3 2021. Diurnal intends to mirror its strategy for Alkindi(R) (hydrocortisone granules in capsules for opening) by commercialising the product itself in core European markets. Efmody(R) is a preparation of hydrocortisone that has been specifically designed for patients with CAH, an orphan condition caused by deficiency of adrenal enzymes, most commonly 21-hydroxylase. Approximately two-thirds of CAH patients are estimated to have poor disease control, leading to elevated androgen levels. The condition is estimated to affect a total of approximately 41,000 patients in Europe.
bamboo2
24/3/2021
11:56
Last Friday 19/3/2021 saw approx 25million shares, or 2.5% of the co traded, but still no TR1 holdings notice. I would guess that this could be the remainder of the Invesco holding. As below 3%, this would not be subject to a TR1
bamboo2
24/3/2021
11:05
Bamboo2. Interesting. Huge market if they can make it a commercial success.
hashertu
23/3/2021
10:44
You can always trust the tea leaves. I wonder if ONT and AGL have much interaction?
hashertu
23/3/2021
08:29
hashertu, with IPO there's plenty to choose from! Re ONT/Cancer diagnostics, I am anticipating an announcement of some kind later this week.
bamboo2
22/3/2021
11:20
Bamboo2. That the catalyst is unknown is what makes it interesting for me personally. I am enjoying the journey.
hashertu
20/3/2021
17:30
scuba, thanks for the article. It's behind a paywall, but if you google it, then, without accepting cookies, select the cached text option, it can be accessed. Hard to believe, but the premium here in the earlier days of Woodford was nearly 100%. I'm not sure we will ever return to that level. We are currently trading at a slight discount to nav [approx 125]. Given the fact that recently many tech companies SP's have been in retreat, and that IPGroup has had a great year for cashing out, it is hard to see where the catalyst for further advancement here will come. We do know the Gordon Sanghera has suggested the value of ONT will double year on year for the next four years. If this was the case at the end of the year, ONT could add around 32p to the IPGroup share price.
bamboo2
19/3/2021
11:57
https://www.investorschronicle.co.uk/ideas/2021/03/18/ip-group-premium-could-soon-return/
scubadiverr
19/3/2021
11:45
bamboo2. I think you are right. The snippet I read from the IPO search engine was in the context of OSI. This is why I looked. hTTps://medcitynews.com/2021/03/oxford-vaccines-spinout-vaccitech-raises-168m-laying-groundwork-for-an-ipo/
hashertu
18/3/2021
15:02
hashertu, IPO have a small amount of OSI [2.3%] OSI has holdings in Vaccitech. The subject of OSI came up in the Q&A during the presentation. I have an idea that IPO was one of the founders of OSI. The holding has been reduced as IPGroup management expect to become co-investors with OSI in spinouts from the University, either directly and/or with Parkwalk. As far as I know there is no direct holding in Vaccitech.
bamboo2
18/3/2021
14:42
Possible turn showing on my chart today. Assuming it materialises and confirms it can, at present, only be a high or peak turn.
bamboo2
17/3/2021
12:28
Do IPO still have a shareholding in Vaccitech? I can find a £20m investment in 2017 but don't know what has happened since.
hashertu
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