Ip Share Discussion Threads

[bamboo2] 30/5/2014 18:30

Woodford Investment Management now over 3%, If I am reading rns correctly.
Looks like he is adding to the St James Place holding.

Edit added, To me, this implies that he will be buying more [based on his passion for British Tech Cos], as soon as the cash from his new co becomes available [anytime from this week onwards?]. My guess is that he will either try to average into positions, or he will try and do deals direct with Invesco, who I assume will be lightening up on positions in order to meet redemptions.

[anley] 30/5/2014 15:34

One chart forecast is for the price to move back up towards the 220p mark. That must mean some thing in the portfolio is on the move......see above post from MICKEYB......

[bamboo2] 29/5/2014 07:09

The recent bounce here looks timely,

[mickeyb] 27/5/2014 12:18

IPO's performance over last few months has mirrored one of its potentially best investments in AGM.

AGM is now back on the move north and expect IPO to start following its upward trend.

[steptoe57] 19/5/2014 10:50

Sorry about that but the writing was on the wall.

Looking to renter but think I shall wait until the summer is over.

Agree that long term this is a great company, however after an excellent run I think the market and stocks in general will struggle for the next few months.

Good luck all

[anley] 19/5/2014 10:12

Who was it that said the price would return to the 160p recent issue level.........well here we are now all out of pocket.

For the moment I have got this one wrong but will not be selling as I like the leverage the company offer.

[praipus] 16/5/2014 11:17

Good find Bamboo2 thanks will re post on WAM thread.

[bamboo2] 15/5/2014 23:06

Thursday, May 15th 2014
Oxehealth closes latest round of funding with £2m of investment

Oxehealth, the vital signs software developer spun out from the University of Oxford's Institute of Biomedical Engineering, today announces the results of its latest round of funding, which has seen investment from IP Group plc, one of its managed funds, IP Venture Fund II LP, and ORA.

The company's patented Oxecam clinical technology, developed by world-leading scientist Professor Lionel Tarassenko, enables a digital video camera, tablet or phone to monitor the vital signs of an individual, without the need for physical contact or expensive proprietary equipment.

The technology has a number of exciting applications in both healthcare and wider consumer markets and has the potential to not only make patients safer but also save valuable nursing time otherwise spent manually collecting and recording vital signs. The funds will be used to support the development of specific applications and prototypes as well as the extension of the core technology.

Richard Griffiths, Executive Chairman of ORA, is one of the UK's leading investors in technology. Richard who was an early investor in IP Group plc, has also invested in other IP Group portfolio companies including Oxford Nanopore Technologies Ltd and Tissue Regenix Group plc. As well as a raft of other high tech and small cap companies including Nanoco Group plc, Oxford Pharmascience Group plc, Silence Therapeutics plc, Plant Health Care plc and GVC Holdings plc.

Richard said: "I'm delighted to be backing Oxehealth which has an incredibly exciting technology and a management team with a proven track record of delivery."

Existing investors IP Group plc, IP Venture Fund II LP, Chairman Allan Wood and CEO Jonathan Chevallier also invested further in the current round.

As well as influential external backers, Oxehealth is supported within by a strong board and advisors which include Warren East, ex-ARM CEO.
..

Read more: hxxp://www.virtual-strategy.com/2014/05/15/non-contact-vital-sign-monitoring-reality-investment-ora-and-ip-group#ixzz31pAhnwG3

[mrmomentumt] 15/5/2014 10:17

Market doesn't seem too impressed and been drifting for a while. Any thoughts?

[anley] 15/5/2014 09:33

A straight forward INT. REPORT with no surprises.........

[davidcod] 01/5/2014 07:43

IPO:

Bounce from 200-SMA. Next resistance is oblique major resistance @ 186.

1-yr daily

[kieranmonte] 29/4/2014 15:58

New CFO = bargain at 180!

[steptoe57] 28/4/2014 18:19

Personally looking for sub £160 for re-entry, think this going to be a tough market over the summer.

[anley] 28/4/2014 15:41

BAMBOO............you could be right with 180p.

[philo124] 19/4/2014 16:28

Surprised to see this down.

[bamboo2] 19/4/2014 10:36

180 looks like it could be a very good entry point.


log

[anley] 09/4/2014 17:45

STEPTOE.....if you read very carefully the Report and Accounts you will be able to piece together the reasons why the directors did what they did. I can't be any more helpful than that.

I have read with interest the company's annual report and accounts which all shareholders should do.

Apart from adding to my holding a week ago I really do think that a price around the 230p level is achievable over the coming month or two..........

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

[philo124] 09/4/2014 07:39

Princeton is in the USA.

[anley] 03/4/2014 12:45

I can but why should I explain exactly what each individual tax/NI case is.

What we should be considering is the investment case for buying and selling IPO shares. I have been in this share on and off for over a year and so far OK. I still look at their portfolio and think of what is at real risk and what could make the billion dollar fortune but that I will keep to myself.

What if the new cleaning process were to take off in the USA. IPO would find themselves with a shareholding worth $$$$$$$$ and we as shareholders with a very good uplift.

As I said in a recent post I am looking for 230p but I see a broker is talking the price up to 275P

Let us see what happens.

[steptoe57] 03/4/2014 10:06

Anley it appears you can't explain you logic, no prob's.

Good luck with your investment.

[anley] 03/4/2014 09:59

and tax on vested shares - ask your accountant about this tax treatment.....

[p1nkfish] 02/4/2014 23:46

De-risking. Not all eggs in one basket.

[steptoe57] 02/4/2014 20:34

Anley I struggle with your suggestion that the director sales are purely for TAX.

Sales of either 85% or 100% by every director that was vested shares & further significant sales by 2 additonal directors recently.

Can you explain how you conclude the sales are purly for tax reasons. Why sell all the received shares to cover the tax on them, what am I missing?

Thanks

[broadwood] 02/4/2014 15:41

Numis IP Group PLC 02/04/2014
Upgrades
Hold Buy 2 144.00 273.00 201.00 129 2

Some TP increase.

[anley] 02/4/2014 15:37

Hendersons have been running a short CDF position for some time - see old posts of mine.
This seems to be a standard practice for them not only for IPO but other shares.

The directors selling was easy to see - TAX.

As for other comments then that is personal..................

I said in a recent post - looking for a good uplift in price and will stick to this.