Ip Share Discussion Threads

[praipus] 28/9/2015 15:27

yes that is embarrassing....:)

[backwoodsman] 28/9/2015 12:59

Doesn't it look like IP have an interest in Cronin?

[praipus] 28/9/2015 11:53

Cronin Group plc 29.02%



Have I missed some news? Is IPO a takeover target?

(Edit: No, I just read it too quickly and incorrectly...doh!
IPO have a 29.02% holding in Cronin plc formerly Oxford Advanced Surfaces PLC.)

[philo124] 26/9/2015 08:32

Missed buing ALM at sub 300p but if they come to 300/320 I will look at buying.x

[steptoe57] 26/9/2015 01:29

Gents follow the trend bought at 25p and staying with these until the trend fails,, Imo

[skinwalker] 26/9/2015 00:21

Well yes. It has been a very successful investment.
I don't have too many successes though - lots of losses in my portfolio. Hey ho.
I've got Allied Minds as well - and thats more or less halved in value since the peak. I'll buy more though if it gets anywhere near 300.

[philo124] 25/9/2015 20:32

Having bought at 50 you should be very pleased with your self.

[skinwalker] 25/9/2015 19:21

I sold out yesterday at 250. It seemed too good a price to ignore in this market. I will be watching closely though, and expect to buy back in if the share price drops to near 200.
Although I've made a very decent profit having bought originally at 50, I'm a little sad as IP Group has been a good friend!

[p1nkfish] 18/9/2015 12:32

It might blast through 264p but it looks like a double top on a Friday at the moment and the rate of increase from 210p looks awfully rapid - parabolic?

[p1nkfish] 18/9/2015 12:30

Oxford Nano too but woudl you jump in now if not already holding?

[pka3] 18/9/2015 11:09

Exciting news on Applied Graphene Materials may be driving this upward price.

[p1nkfish] 18/9/2015 10:42

Will it double top about 264p or blast through?

[davr0s] 17/9/2015 19:53

Yep very perky. Have top sliced and will hold the rest

[philo124] 16/9/2015 08:27

Quite a move against the market .

[p1nkfish] 16/9/2015 08:06

Their MWG holding is heading towards an ice berg. Burning cash and no sign of it changing before more funds are needed. May become a write-off, small beer in the scheme of things but a sorry state and there may be others in the portfolio.

[broadwood] 03/9/2015 18:45

Can't see any particular reason. Maybe shortage of stock.

Nice bump all the same.

[skinwalker] 03/9/2015 18:07

This is ticking up nicely at the moment. Any reason for this? Anybody heard anything?
Whats the latest on Oxford Nanopore?

[davr0s] 18/8/2015 19:37

Slow grind up (grind being the operative word)!

[broadwood] 06/8/2015 08:26

IP Group (LON:IPO) – Buy

Yesterday, IP Group announced its half-yearly results for the six months ended 30th June 2015. During the six months, the company’s net tangible assets and the Oxford equity rights asset increased to £700.6m from £449.4m a year ago. Adjusted pre-tax profits, excluding amortization and reduction in fair value, improved to £70.1m from £15.0m in H1 2014. During the period, the company raised £178.8m net, through the issue of new equity capital and had net cash and deposits of £219.6m as of 30th June 2015. In addition, the company acquired a strategic holding in Oxford Sciences Innovation and Modern Biosciences reached the first development-related milestone. The company has now formed spin-out companies from each of the three universities with which it has a pilot commercialisation agreement in the US. On the portfolio front, the fair value of the portfolio stood at £478.2m with capital provided portfolio companies and projects amounting to £55.1m. Portfolio companies Oxford Nanopore Technologies launched PromethION Early Access Programme whereas Diurnal Limited made progress with its treatment of chronic endocrine diseases. Tissue Regenix Group and Actual Experience completed funding rounds of £20m and £15.2m, respectively. Post period; the company secured a £30m, 8-year debt facility from the European Investment Bank.

Our view: IP Group had an extremely successful first half with quite a few of its portfolio companies making significant advances. The company has till date backed nearly 20 spin-out companies from the University Of Oxford that enjoys an impressive track record in innovation and entrepreneurship. The Group is also making solid progress in the US after forming its first spin-out company from each of the three universities that it is working with. IP Group’s balance sheet was considerably strengthened with over £200m of available capital while the company overall remains well placed to continue its strategy of supporting compelling opportunities both in the UK and the US. Thus in view of the above results and the overall progress made by IP Group through its portfolio companies, we reiterate a Buy on the stock

[davr0s] 05/8/2015 07:09

These results look surprisingly good but I can't locate any forecast/expectations ( I hold a medium sized position in this share). Anyone have a handle on this?

[soupdragon55] 30/7/2015 08:24

New non-exec with an exceptionally strong background and good connections.

[broadwood] 21/7/2015 17:30

Sweet.

IP Group plc - Portfolio company Oxford Nanopore announces GBP70m fundraising
IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, is pleased to note that its portfolio company, Oxford Nanopore Technologies Limited ("Oxford Nanopore" or "the Company"), has raised GBP70.0 million in a new financing round via a private placement of ordinary shares.
Oxford Nanopore, a spin-out company from the University of Oxford specialising in nanopore-based electronic molecular analysis systems, recently commented that its handheld MinION device is commercially available and registration has opened for its PromethION Early Access Programme (PEAP). PromethION is a standalone device, which offers the nanopore sensing technology of MinION but enables higher throughput and sample numbers.
Both new and existing investors in the UK, US and mainland Europe subscribed to the fundraising to support the Company's development and commercialisation of electronic molecular analysis systems. Funds will be used to support improvements to Oxford Nanopore's existing range of products and services and to further develop and expand the Company's innovative pipeline. Manufacturing and commercial activities will be expanded.
Following completion of the financing round, IP Group's undiluted beneficial stake of 19.9% in Oxford Nanopore will be valued at GBP192.9 million, representing an unrealised fair value gain to the Group of GBP50.3 million. IP Group has committed a further GBP13.9 million to Oxford Nanopore as part of this funding round.
This transaction brings the total funds raised by Oxford Nanopore since its formation in 2005 to
GBP251.0 million.
Alan Aubrey, Chief Executive of IP Group, said: "IP Group has been proud to support Oxford Nanopore since the Company's formation ten years ago. The Company has made excellent technical and commercial progress and the significant developments announced at its recent London Calling nanopore-sensing conference further reinforce our confidence in the Company's technology. I would like to congratulate the Oxford Nanopore team for all of their successes so far and we look forward to working with them as they seek to achieve their goal of making nanopore-sensing valuable, integral and available to anyone with a question about a living thing

[p1nkfish] 15/7/2015 07:54

another move down likely imho.

we know some of the money will be going into AVCT or see dilution.

[investorneil1] 09/7/2015 09:41

One assumes they have some big plans. Long term winner; one to put in the ISA and forget about for a few years and then reap the rewards. Nice long term uptrend. I understand the Naked Trader is a big fan and buyer too and he isn't often wrong!