Ip Share Discussion Threads

[philo124] 02/4/2014 09:14

Numis Buy note out today- 275p target.

[praipus] 01/4/2014 20:21

Thanks Steptoe57. Holding and hoping one of the underlying becomes a lottery winner one day :-) Cant boast to buying them at 25p though!!! Well done.

[steptoe57] 01/4/2014 19:44

I would point out I am a massive fan of IPO and had a very large position built from an inital entry price of 25p, however in the last few days I have significantly reduced my position based on the following reasoning :-

Stock markets looking toppy, recent tech IPO's have seen some silly valuations, IP Group will be susceptible to any retracement on their AIM listed stocks.
Stockmarkets tend to be weak over the summer months.
Significant director selling over the passed few dayswould indicate no news in the pipeline.
Henderson running short term shorts
Weekly chart breaking down, with a down trend developing.
Daily chart in a down trend with a death cross forming on the 40/8 day MA.

All in all I think risk v reward that now is a good time to bank some profits and look for a lower entry price, however what do I know, the share price will now probably spike northwards in the next few days!!! DYOR

Rgds
Steptoe57

[steptoe57] 01/4/2014 19:06

Check out InvestEgate or Lse for a Form 8.3 the last was on the 20th March increasing the short to 0.27%.

Shortracker only shows when a fund manager/hegie is shorting over 0.5% of a companies share price.

Have added a link to lse 20th March Form 8.3 below (change TT to tt in http)

[praipus] 01/4/2014 18:26

Hi Steptoe57, may I ask where and when did you see Henderson short CFD?

Nothing here

[steptoe57] 01/4/2014 18:07

Yes understand directors selling a portion of their shares to cover taxes etc, but 85-100% seems excessive.

My view is the share price is weakening & could well drop back to the placing price of £1.65

I note Henderson currently have a cfd short in place currently, whilst holding a long term long position.

[anley] 01/4/2014 17:46

That's what we used to call it in my MM days.....all of them would be paying NI and CGT on their vested shares.

The real point is that the loose stock will have gone into firm hands.

[steptoe57] 01/4/2014 16:41

Anley I am confused by your post, according to the RNS after yesterday's close all directors that received vested share's either sold them all or at least 85% of them.
What makes you think they are shuffling them?

Thanks

[anley] 01/4/2014 16:19

I see that around the 200p price directors have been shuffling their shareholdings. These shares will have gone in to firm hands so I am adding to my holding at current prices and looking for a 25/30p run up.....

[praipus] 01/4/2014 14:32

IPO holding FIPP ascending:-)

[philo124] 26/3/2014 06:51

Or SIPP; or trading a/c if you hope to use your CGT allowance in full every year.

[mickeyb] 25/3/2014 23:08

2 more after hours RNS's with millions of shares being accumulated.

This is definitely a share to tuck away for 12 months in an ISA which should give a very good return.

[jaws6] 25/3/2014 12:11

RNS out on XSG holding

[philo124] 24/3/2014 12:07

Topped Up, now hold 5000.

[p1nkfish] 24/3/2014 11:59

Would agree. I added last week.

Long term 230p would be looked back on as a quaint price imho if you can wait long enough.

[anley] 24/3/2014 10:49

Watching the disclosure news I am of the opinion that these shares are looking to move up 10+%. Most of the surplus stock has found homes with either Hedge or Pension funds.

I have increased my holdings looking for them to move up to and around the 230 level.

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

[praipus] 20/3/2014 16:14

IPO showing increased Ilika/IKA holding

[anley] 07/3/2014 10:23

Red Rock a US hedge fund is the latest big investor buying 1m+ shares as a start........always interesting when US funds buy in to UK growth stories....

[protean] 06/3/2014 08:23

Naked Trader has just bought some more IPO:



"You should never fall in love with a share but I do like IP Group (IPO).

I've been sitting on these long term, buying them at 74p and they are now around 210-220 so I've pretty much trebled my money on them and now I have bought some more IPO shares very happily buying at 209.

You're basically buying a selection of start up businesses - some will fail but some do so really well they make up for the losers in some style. Once an idea is a success, the company gets floated on the market and IP Group makes a fortune.

It has so much in the pipeline, and such a brilliant portfolio I think it could double again from here in time.

And so I am happy to buy more IPO despite the fact it has done so well. Really nice and well done to all concerned with such a brilliant company."

[broadwood] 04/3/2014 16:58

Strong finish.

[broadwood] 04/3/2014 16:22

Shares in IP Group, which develops intellectual property based businesses, rose strongly on Tuesday morning after the group posted a leap in adjusted pre-tax profit for the year ended December 31st.

In a record year for FTSE 250-listed IP, earnings rose to £77.6m (2012: £46.7m), on revenue of £85.4m (2012: £52.5m).

The company also revealed that its net assets had increased to £337.0m (2012: £263.1m), while the fair value of the portfolio grew to £285.9m (2012: £181.8m) across 72 companies. The value of its ten largest holdings increased to £225.2m, up from £138.2m a year earlier.

Chief Executive Officer Alan Aubrey said: "2013 was a record year with the strongest financial performance since the group was formed in 2001.

"The current year has started well with Actual Experience listing on AIM and Xeros Limited also announcing its intention to float on AIM [...]. We remain confident in the group's ability to deliver significant shareholder value."

The group also said that during the year there had been "significant strategic progress" with a commercialisation agreement with the University of Manchester, an investment in Cambridge Innovation Capital, as well as pilot agreements with two of the US's eight Ivy League universities.

Since the year-end the group has announced the recommended acquisition of the remaining 79.9% of Fusion IP that it does not currently own, which it has predicted will create a stronger UK-based IP commercialisation company with greater critical mass including a portfolio valued at over £300m and approximately £140m of cash.

[anley] 04/3/2014 14:30

and a solid set of results..........

Not sure how this motors to say 250p.....as the NAV and share price are so wide and after all IPO is an investment trust of sorts.

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

[someuwin] 04/3/2014 08:00

Profits up.

[anley] 03/3/2014 09:53

Not yet with a dismal market due to Russian events..........