Ip Share Discussion Threads

[petethepict] 10/5/2021 10:14

I really don't understand why the rank amateurs here, like Pierre, are desperately hanging on to IPO when there are other stronger alternatives like SUPP going cheap.

[wba1] 09/5/2021 10:54

I have never understood why boards tolerate these rampers who push other shares on boards.

Coming back to the recent fundraise for Oxford Nanopore; I wonder if any of the new entrants (M&G?) may be lined up as underwriters on the float and the fundraise is a little sweetener?

On the other topic currently bending minds here (exec pay); it happens everywhere and in various guises. I recall being part of the exec team at the UK subsidiary of Hartford (which is hardly a dodgy fly by night operation). But every year we were amazed (read expecting) that our US masters would release whatever iffy information they had in the run up to the fixing date for the price of exec share options. Strange how that date was usually close to the low for the year.

[pierre oreilly] 08/5/2021 18:47

Well i've never heard of chucko1 and know nothing about shareprofits.

Someone, and i think i know who, is getting desperate.

(and 3 people recced that post?. ffs! well, 3 handles did, but one person)

[pete_bane] 08/5/2021 12:39

chucko1 and Pierre oreilly are one and the same person, you should know. LOL LOL

He is really the guy who runs the hugely unsuccessful shareprophets paysite.

[bamboo2] 08/5/2021 12:32

The previous IP Matters dated 26 Apr 2021 is now online here,

IP Matters: intellectual property as a driver for SME success


[gets going about six minutes in.]

IP Group plc Head of IP Jeremy Holmes hosts a panel discussion on effective intellectual property management as a factor in entrepreneurial success.

Panel members:
- Guy Robinson, Deputy Director, Innovation, UK Intellectual Property Office [22:30]
- Cassie Doherty, Investment Director, Parkwalk Advisors [36:30]
- Martin Yagi, Intellectual Property Manager, First Light Fusion [32:20]
- Tim von Werne, CEO, RFC Power [29:30]

[1tcm1] 08/5/2021 12:31

This share is a waste of everybody's time. It's for losers like the ramping Pierre. Just look at the all-time charts let alone more recent moves.

You'd all be better off in SUPP which has turned the corner of late. And you'll get far more benefit from exposure to the Nanopore float. Work it out for yourselves and don't listen to fake meandering calculations like chucko's on the SUPP thread. They're just wrong.

[bamboo2] 08/5/2021 12:19

Technology Trailblazers

13 May 2021 10.00am. Register now.

Join our host, the journalist and broadcaster Lara Lewington, and our deeptech team as they share their insights into IP Group’s deeptech portfolio. With high-growth assets across areas such as artificial intelligence, augmented reality and cybersecurity, the team will also be highlighting the key technology trends emerging over the next decade.

[xamf] 07/5/2021 17:39

Helpful UT trade at close.

[bamboo2] 07/5/2021 10:01

Pierre, Good post.

The fact that the scrip is confirmed is good news for those holding outside a sipp or isa.

The scrip price will be set 19/5/21, and there is no dealing charge or stamp duty, so if you want to increase your holding, it's a good thing. The scrip issue will result in a small dilution, depending on how many choose it, so some may also take this into account. Benefit to the co is that the cash balance remains higher.

You then have until 28/5/21 to decide on taking the scrip or cash, so there may be a small arb on offer.

Payment is 16/6/21

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Re, chart.

Technically, IPGroup stock is now oversold.

[bamboo2] 07/5/2021 07:38

Wetpantz, over the last few years p1nk and I have discussed this on the old thread.
It's a regular grumble. The undemanding nature of the awards is probably the main problem. On the positive side a 35% uplift to NAV by December 2023 should get the share price towards 160-170.

The directors of most listed co's are doing the same, and it doesn't always seem right. The example that irks me the most is that of the directors at Nationwide, a mutually owned bank. They take millions every year, but the members get nothing.

You can vote against the remuneration package, and individual directors at the AGM.
You can also raise a written question in advance to IR at the co., and again separately on Zoom on the day of the AGM during the Q&A. If you submit the question on Zoom, it's best to prepare the text elsewhere, then paste it in the place provided on the screen.

[wetpantz] 07/5/2021 01:02

Disgusting outrage. More free shares for management with low and unambiguous NAV target. ONT float alone will easily push the NAV beyond this with no effort required whatsoever by IP execs. I will be voting against if possible at AGM they certainly do not deserve this given the shareholder value they squandered with v poorly time sales of Avacta and Ceres last year.

[p1nkfish] 06/5/2021 23:17

What's a brogue-shagger?

[eeza] 06/5/2021 22:44

"One of Oxford Nanopore's top executives has hit back at criticism over the timing of its planned £2.5bn listing, branding the company’s detractors "claret-swilling brogue-shaggers"...."

[bamboo2] 06/5/2021 19:12

IP Group plc - 2020 Annual Report; Notice of AGM; Scrip Dividend Scheme

IP Group plc (LSE: IPO) ("IP Group" or "the Company" or "the Group"), the developer of intellectual property-based businesses, announces that it has published its Annual Report and Accounts for the year ended 31 December 2020.

In compliance with Listing Rule 9.6.3, a copy of the following documents will shortly be available for inspection at www.fca.org.uk/markets/primary-markets/regulatory-disclosures/national-storage-mechanism .

- Annual Report and Accounts for the year ended 31 December 2020 ("2020 ARA"); and
- Notice of 2021 Annual General Meeting ("2021 AGM Notice") containing the terms and conditions of the Scrip Dividend Scheme, including the scrip dividend in respect of the 2020 final dividend ("Scrip Dividend Scheme Terms and Conditions").

Printed copies of these documents together with the Form of Proxy for use in connection with the 2021 Annual General Meeting and a Scrip Dividend Mandate Form have been posted to shareholders who have requested hard copies. An electronic copy of the 2020 ARA is available on the Investor Relations section of the IP Group website at www.ipgroupplc.com/investor-relations . Copies of the 2021 AGM Notice incorporating the Scrip Dividend Scheme Terms and Conditions, the Scrip Dividend Mandate Form and the changes to the Company's articles of association proposed for approval at the 2021 AGM are also available electronically on the IP Group website at .

The 2021 Annual General Meeting will be held at 10.00am on 09 June 2020 at the Company's offices at The Walbrook Building, 25 Walbrook, London, EC4N 8AF.

Given the UK Government's current COVID-19 guidelines, the Board has taken the decision to hold the 2021 AGM as a closed meeting with the minimum attendance required to form a quorum (being two shareholders). No other shareholders will be permitted to physically attend the meeting. The Company requests that shareholders submit their votes by proxy either electronically or by post, in accordance with the instructions in the 2021 AGM Notice. The Company is taking these precautionary measures to safeguard its shareholders' and employees' health and make the AGM as safe and efficient as possible.

The Board greatly values the opportunity to meet its shareholders and as such we currently intend to hold a webinar immediately after the AGM at which a Group update will be provided and shareholders will be able to ask questions of the Board, both in advance and live on the day. Details of the time of the webinar and how to access it will be made available on the Group's website nearer the date of the AGM at www.ipgroupplc.com/investor-relations/shareholder-information/agm .

The Board will keep these AGM arrangements under review and the Board will update shareholders via the Regulatory News Service ("RNS") as appropriate, with any such announcements also uploaded to the Company's website ( ) . The Company encourages shareholders to check its website regularly for the latest information on the arrangements for the AGM.

[chrysalis99] 06/5/2021 18:14

Massive share awards to the execs for doing their day jobs.Released after close of trading day attempting to hide their blushes.

[benchmark] 06/5/2021 08:53

pinkfish - thanks indeed. Knowing when to sell is a much more difficult decision to make than knowing when to buy so at this late stage in my life its definitely time that I addressed it!

[bamboo2] 06/5/2021 08:40

Viral variant testing with handheld DNA sequencer from Oxford Nanopore

[p1nkfish] 06/5/2021 08:29

bench, TA can be useful in helping preserve capital. Some patterns tend to indicate substantial future price trends down so offer the chance to step aside and protect your pot, ready to allocate as intact as possible.

[benchmark] 06/5/2021 08:09

Thanks Bamboo for the link and information. I am not a trader but will certainly follow it up

[bamboo2] 06/5/2021 07:43

Benchmark, it's well worth it.

Have you found Bulkowski's chart pattern site? It's full of free info. One of his books, Getting Started in Chart Patterns is simple, affordable and an excellent primer.



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Re dividend, XD is 13/5/21.

As far as I know, you need to be holding the shares eod Wednesday 12/5/2021 to get the payment. Payment date is Wednesday 16/6/21. [info from third party website]

Based on last year, AGM may be around 17/6/21.
Could we see the introduction of an interim dividend?

[benchmark] 06/5/2021 07:25

bamboo2 - thanks for that. It has at least prompted me to learn a little about TA

[bamboo2] 05/5/2021 21:40

Benchmark, re 1072, I have added a chart showing the filled gap.

[scubadiverr] 05/5/2021 19:46

The stampede of pandemic winners to the stock market inspires wariness. Oxford Nanopore, which plans to go public this year, is one such beneficiary. The spinout from Oxford university is responsible for a fifth of the international sequencing that tracked coronavirus mutations.That has drawn attention to a company with a lot of potential in a wide range of applications. An initial public offering could value it at significantly more than the £2.5bn price tag from a private funding round on Tuesday.Started in 2005, Oxford Nanopore has benefited from the support of long-term shareholders. However, the backing of Neil Woodford is a complicating factor. The funds business of the prominent UK asset manager folded in 2019 following dire performance.The stampede of pandemic winners to the stock market inspires wariness. Oxford Nanopore, which plans to go public this year, is one such beneficiary. The spinout from Oxford university is responsible for a fifth of the international sequencing that tracked coronavirus mutations.That has drawn attention to a company with a lot of potential in a wide range of applications. An initial public offering could value it at significantly more than the £2.5bn price tag from a private funding round on Tuesday.Started in 2005, Oxford Nanopore has benefited from the support of long-term shareholders. However, the backing of Neil Woodford is a complicating factor. The funds business of the prominent UK asset manager folded in 2019 following dire performance.A successful float would benefit Schroder UK Public Private, the "patient capital" investment trust Woodford formerly ran. But there will be anger from former investors in his defunct income fund. Its 6 per cent stake in Oxford Nanopore was bought by Nasdaq-listed Acacia Research, which put a valuation of just $111m on it in its latest accounts. Woodford, who announced a controversial plan to restart his career in February, is working with Acacia as an adviser.Oxford Nanopore's decision to join the London market rather than Nasdaq will also hamper the valuation. But assume, as Jefferies does, that sales more than doubled to £115m in 2020. Even if Oxford Nanopore was valued at half the multiple of peers like US Pacific Biosciences, it would be worth £3.6bn.That is less than a tenth of the size of San Diego's Illumina, the global leader. Oxford Nanopore argues its sequencing technology - which monitors changes to an electrical current as nucleic acids are passed through a tiny hole - beats traditional camera-based approaches. Sequencing can be done quickly and cheaply by miniaturised devices. Accuracy has been a weak point, but is improving.Investors should focus on the science, setting aside market froth and the Woodford connection. At the right price, Oxford Nanopore's plan to facilitate the analysis of "anything, by anyone, anywhere" would be worth investing in.