Ip Share Discussion Threads

[edwardt] 19/4/2012 18:00

i think they call it the j curve effect!

[pleaty1] 19/4/2012 09:39

anyone think this could be one of those shares that just slowly rises under the radar of most people until one day a couple of years from now its a £5...... £8.......£10share. its seems its previous highs of around 160p are nothing compared to the diverse and now what appears to be the important bit the maturity of its investments. some great co's in the portfolio seem to be having a great year and still many more big realizations coming to fruition. aimo.

ps did i say its great. lol

[jpjp100] 18/4/2012 13:27

very encouraging

[fargonorthdakota] 17/4/2012 16:21

It is indeed, someone is confident!

[pleaty1] 17/4/2012 14:38

over a mill of stock bought at 140p. thats a huge size for this stock.

[pleaty1] 11/4/2012 13:18

if outsider is still viewing this thread could you please update the portfolio list
many thanks

[pleaty1] 11/4/2012 09:40

i love the look of the 3month chart. with the positive news coming from their portfolio, does anyone know where the limit of this co is. hopefully it will get back to its previous of 160pish. maybe have some resistence but who knows. very hard to value a co like this.

hopefully some good news re testing from o nanopore soon. they were letting a few labs test it indipendently before final prep to market it.

[edwardt] 10/4/2012 17:01

maybe the uk councils should buy it - think of the savings re cleaning the uk streets!

[jpjp100] 10/4/2012 12:41

maybe so - but if that involves buying the technology at a decent premium to do so, I would find it hard to complain too much

[edwardt] 10/4/2012 11:53

i suspect, they will want to kill it off asap

[jpjp100] 10/4/2012 09:45

that's good

let's hope other gum chewers like it and that it becomes a must have technology for the big gum brands

[backwoodsman] 09/4/2012 23:18

jp: my broker says he has a packet on his desk - he likes it

[edwardt] 05/4/2012 17:01

good old woodford appears to be backing this big time -although it is probably less than 1% of his fund!

[pleaty1] 05/4/2012 16:17

another 3mill taken buy invesco. all good. either means it has been held down for the last few days to fill it, as it has taken a while to fill it. or it was the resason for the lift in the first place. personnally i would think it went up on real news( that we are not aware of) and then dropped for the order fill. invesco (who now have 80,000,000) would not accept paying a 14p premium for their shares. imo

[edwardt] 04/4/2012 16:53

all down to oxford nanophore and the cf to the illumina enhanced bid from novartis would be my guess.

[jpjp100] 04/4/2012 16:24

maybe the chewing gum is selling better than expected? Has anyone seen anything about that since the launch announcement?

[pleaty1] 04/4/2012 12:38

its great that this rise is holding after nearly a week. there must be something solid to it. i suppose with so many cos in the portfolio it could be anything.

[edwardt] 02/4/2012 11:24

illumina deal might have something to do with friday...

[pleaty1] 02/4/2012 08:59

not much volume today to drop it back down, but the spread is still quite big

[sourgrapes2] 02/4/2012 08:34

I haven't been watching if volume confirms the spike. Maybe something to do with IPO's likely coming promotion to the Footsie250 (June reshuffle). Ought to underpin the share price nicely for the next 10 weeks or so.

[pleaty1] 01/4/2012 16:08

It would be nice to see a good reason. Oxford nanopore seems the obvious as its the biggest potential in the portfolio. If roche decided to make an offer for them, it would be worth.a lot to ip. Or even an announcement of floatation or that the sequencer testing had impressed the industry.

[jpjp100] 01/4/2012 12:52

can't think of any reason for a spike like that

maybe an announcement will be made Mon at 0700

[pleaty1] 31/3/2012 20:38

I'm struggling to find a reason for the sudden spike. I'm beginning to wonder if it's to do with Oxford nanopore that's the biggest co in the portfolio. The Roche illumina deal is wavering and Oxford could be a potential bid target. Bid or not, the new sequencer has put a possible 1bill price tag on it. Thats worth about 200mill to ip. That's nearly half again on the current mcap of ip. Works out at about 1.88per share. Numis has valued Oxford at upto 2bill if it floats and on the succsess of the sequencer. Add in the rest of the portfolio and could be over 2quid in a couple of years. Any thoughts or comments would be welcom

[pleaty1] 30/3/2012 20:02

Wtf happened at the close. its nice to see share price up but it needs to be substantiated otherwise there will be a sell off. Atleast this share shows it can make big increases without having to gap fill.

[fargonorthdakota] 30/3/2012 11:38

Solid buying coming in, always nice to see, I wonder what is up?