Ip Share Discussion Threads

[anley] 13/10/2014 10:40

Still keeping an eye on IPO...............

[praipus] 19/9/2014 16:14

Iron ore? Prefer carbon fibre ....:)

Piercing pattern on IPO share chart sign of something, MM's nervous to the upside for change!!! :)

[anley] 19/9/2014 13:17

No I shall keep an eye on the price but I have bought a holding in an Iron Ore company which I have called an Option Money share.......

[praipus] 19/9/2014 11:17

Good sell timming based on the chart. I'm happy holding.

Are you going to use the cash to make another stock investment or buy an Island in Bahamas?

[anley] 19/9/2014 11:03

I have sold this morning for a very good profit.

The NAV was my worry not the management.

[praipus] 08/9/2014 16:16

Thanks anley, if you have a moment please could replace http with HTTP (in capitals) and your hyperlink will work :)

Edit: ":/" colon and forward slash missing between HTTP and /

[anley] 08/9/2014 15:41

For those of you interested in IPO investment in Graphene.


HTTP/www.hngn.com/articles/41690/20140908/graphene-could-be-synthesized-on-industrial-scale-using-150-year-old-method.htm

[philo124] 04/9/2014 19:53

Crossed entire holding into SIPP today; realised gain on sale from trading account.

[broadwood] 28/8/2014 16:06

Net assets doubled at IP Group, thanks to a £100m capital raising, the acquisition of Fusion IP and a big increase in the value of its portfolio companies.

Year-on-year, net assets at the intellectual property commercialisation firm soared from £261.6m to £528.6m, although this was offset slightly by the operating expenses, reduction in the fair value of the Oxford equity rights asset and the amortisation of intangible assets in the period.

Overall, the group's portfolio companies raised a total of £93m during the half year, compared to £55m in the same period in 2013.

The fair value of its investment portfolio was upgraded from £285.8m at the end of 2013 to £319.6m at 30 June.

The company, which acquired the rest of Fusion IP in March of this year, said the half year had continued 2013's "encouraging" performance.

The group swung to a profit for the period, posting £12.6m compared to losses of £2.0m a year earlier. Earnings per share totalled 2.83p, against a 0.51p loss per share in the corresponding six months.

During the period, IP extended its agreement with The University of Manchester, one of the UK's major research universities, to include graphene projects. The group also agreed a pilot IP commercialisation collaboration with Princeton University, the group's third such relationship in the US.

lan Aubrey, the chief executive of IP Group, said: "I am pleased to be able to report another busy half that has seen the group build on the considerable successes of 2013.

"[Our] achievements, combined with the successful admission of three of our portfolio companies to AIM, an increased pipeline of opportunities, and a strong cash and financial position, provide us with a solid platform from which to continue to generate significant value for shareholders over the long-term."

[praipus] 28/8/2014 12:11

+ one flyer might pay for the rest one day

- trading at a premium to NAV (£1.18)sp £2.12 is it too
high?
- only 86 investments they need a lot more to getthe stats to work
for them
- IMHO over £100m thats nearly 20% in a single unlisted
investment "($1,000 genome)" an already over commoditised sector?
Doesnt seem street smart to me.

Still holding but prepared for a bumpy ride could lose 20% or more
over night IMHO.

[anley] 28/8/2014 09:37

Seems a solid set of figures and comments on their holdings so is
the price set fair to go past the old high of 220p?

[praipus] 28/8/2014 09:16

IP Group PLC Half Yearly Report
http://uk.advfn.com/p.php?pid=nmona&article=63392304

[skinwalker] 27/8/2014 17:27

Yes, but Woodford has long been keen on this share I believe? I
think he held it in the Edinburgh IT ?
Its good to see he's still positive though!

[praipus] 20/8/2014 18:17

Woodford holding 5.63%

[p1nkfish] 19/8/2014 21:48

Ceres finally getting customers and looking like a product company. The more that get to this point, no matter how long held, the more it validates the IPO model and the more credence IPO gain. Good for all of us.

[steptoe57] 19/8/2014 17:29

Hey what!! No IPO hold 23% of Ceres Power holdings. A spin out company that has been in there portfolio for years.
come on chaps

[philo124] 19/8/2014 17:09

Very Funny!

[anley] 19/8/2014 17:05

So who are Ceres Power Holdings plc with 23.2% of the IPO equity?

[philo124] 19/8/2014 10:29

Anybody looked at ALM?

[anley] 13/8/2014 12:14

Also a mention in the business section of The Times this morning..........all helpful.

[skinwalker] 11/8/2014 22:16

Strange day today!
an early share price drop to 174 is reversed and it ends on 188.
Whats up I wonder?
Oxford Nanopore gave free gene sequencing samples to prospective customers to evaluate a while back. Do we know how they were rated? Do they work?
edIndn...
well of course, but spreading the risk means you miss out on the chance of a multibagger!

[edlndn] 04/8/2014 17:25

interesting article in The FT 1st August about IP companies:


"My mantra is that if you have to invest in racy tech growth stocks, control the risk profile by doing it through a venture capital fund. This diversifies your risk exposure across tech sectors and gives close links to academic hotspots where you'll find tomorrow's Microsofts and Gileads."