Ip Share Discussion Threads

[broadwood] 24/2/2014 08:54

Hare's off and running again.

[p1nkfish] 21/2/2014 14:45

Forgot to mention it is also less consumer facing.
Certainly don't want to be servicing average consumers in this market.
I thought it would weaken to below the placing price - wrong.

[someuwin] 21/2/2014 12:51

Bought in today - better late than never.

[philo124] 21/2/2014 08:50

...and Beyond.

[broadwood] 21/2/2014 08:44

Into the stratosphere.

[philo124] 21/2/2014 06:58

Best put in SIPP to avoid selling temptation, imo.

[p1nkfish] 20/2/2014 21:50

There are good reasons to have IPO as a core UK tech holding.
It will get volatile but I do see a much higher share price if you can ride it out without the temptation to sell.

[p1nkfish] 20/2/2014 21:46

There are a # of attractions imho.

1) Spread. I look at some of the portfolio and rather than buy the holding I get exposure via IPO with some diversification.

2) Some diversification over materials, medical etc etc.

3) Exposure to what the UK is supposed to be good at. Innovation.

4) Small cap exposure.

5) Exposure to potential foreign curreny earners.

6) Exposure to what the UK Gov must support to help rebalance the economy.

[philo124] 20/2/2014 20:57

Well, half would be pretty good; so glad I got in recently at 175p.

[tictac] 20/2/2014 17:45

Thanks twh.

A good analysis, and I agree, but it seems there's another driver out there. Hence my question.

Another possibility is that there's been a very good reception for the most recent listings, and if they can pull that trick off with all their unlisted holdings then it's rather good news.

[the white house] 20/2/2014 17:13

They picked up Fusion on the cheap & they have a number of potential world beaters in their pipeline of 20 odd runners, so maybe some of this data is now being understood? It would be a nice easy way for a foreign interest to pick up a monster bundle of innovation in one fell swoop

[tictac] 20/2/2014 16:58

First of all well done to all who are still invested here. I sold my holdings below £2 after having done quite well. Paucity of imagination I guess :)

I do have fairly chunky holdings in a couple of the portfolio companies though (TRX, IKA).

I have a question - what do you think is driving the interest here?

Oxford Nanopore? Just general broadening and consolidation of a good company? Or something else?

[skinwalker] 19/2/2014 23:22

Anley
Yes, this is a growth stock. I can't see dividends for some years.
Its having a spectacular run - now firmly in the FTSE250. Who knows how far it can go? £5?

[anley] 19/2/2014 16:18

This company IPO buys stakes and those stakes have to use capital to make progress and are therefore unable to pay dividends back to the original stakeholders until such time as excess profits have been made. That may be for a good number of years. I can say that as you only have top look at the current list of investments IPO has made over the past year or two. Some are just starting to earn a return and others in the development stage.

For the Henderson's and the other big boys of the City this is a calculated punt on cleaver people being able to bring forth huge profits.........some will and others will find it difficult or run out of capital.

It is a simple as that and I hope my reply helps.

That is how I see it............

[praipus] 19/2/2014 15:30

" it does not pay - nor should it - a dividend." why do you say that Anley?

Which do you prefer dividends or capital growth?

[praipus] 19/2/2014 15:16

Buy FIP who get .446 of a NEW IPO share for each FIP share I've noticed a few days on the trot now the FIP share price lags the IPO share price move when in fact they should be moving in lock step....as usual double check DYOR etc :-)

"Under the terms of the Offer, Scheme Shareholders will be entitled to receive 0.446 of a New IP Group Share for every Scheme Share held."

[anley] 19/2/2014 14:56

That is fine..........

I have just heard from my brokers that I have been scaled back by the greedy underwriters......not happy but what can you do?

Price is getting to my 220p price and I might just sell if it does....had a very good run but it does not pay - nor should it - a dividend.

[praipus] 19/2/2014 10:26

Apologies it's GTECH UK Ltd thats bought PBTY. Not IPO spinout GETECH/GTC.

[anley] 19/2/2014 10:07

How does that help IPO please?

[praipus] 18/2/2014 11:27

GTECH (GTC) buying PBTY :-)

Edit : GTECH has NO connection with IPO's spinout GETECH GTC my apologies to any misled by my error.

[skinwalker] 16/2/2014 22:32

Bamboo
well, I'm not a big fan of charting, but I can see 220+ too. Just as long as Oxford Nanopore doesn't disappoint! It is still by far the most important holding.

[bamboo2] 16/2/2014 12:22

My chart reveals target of 220-250 in sight and achievable before the summer.

[skinwalker] 15/2/2014 21:25

Flirting with the 200 barrier...
I'm off to flirt with Lucy in the pub :-)

[broadwood] 13/2/2014 15:21

Shares in IP Group's 29.9 per cent-owned firm, Actual Experience, began trading on AIM on Thursday.

Actual Experience operates as an "analytics as a service" company and is a spin-out from Queen Mary, part of the University of London. It was founded in 2009.

IP Group's holding in the company totals 8.55m shares, valued at a total of £4.7m.

In a statement the FTSE 250-listed group said: "It is hoped that the introduction [to AIM] will raise the profile of the company, better position [it] to attract, recruit and retain key employees, provide the company with greater flexibility for future growth and increase access to capital should further finance be required to expand the business."