Molten Ventures Share Discussion Threads

[princesa_consuela] 05/11/2021 21:56

Link is not valid unfortunately. Signed expiry time [Fri, 05 Nov 2021 15:38:52 GMT] must be after signed start time [Fri, 05 Nov 2021 21:55:55 GMT]

[brexitplus] 05/11/2021 15:38

Research Tree note

hxxps://researchtreefilesprod.blob.core.windows.net/originalnotes/draper-esprit_30167_20211105.pdf?sv=2018-03-28&sr=b&sig=%2BGyqCbiKBEWUgev5K%2BWHZkoH6Fcs1qDEhRPWl9wrwyE%3D&se=2021-11-05T15%3A38%3A52Z&sp=r

[w13ken] 04/11/2021 18:43

Excellent call :-)

[cordwainer] 04/11/2021 17:08

I had already actually pencilled in the 885 :

"cordwainer - 11 Oct 2021 - 14:28:16 - 520 of 533 Draper Esprit - VC Firm - GROW
I also added a few more at around 893p. ... Hard nav currently at approx 820p with historic annualised portfolio growth potentially lifting that to approx. 885p, ..."

[chester] 04/11/2021 10:18

I'm in for a few.

[johnrxx99] 04/11/2021 07:57

Phew, bought in a few days ago and it looks better than I'd predicted.

[bamboozler] 04/11/2021 07:29

Certainly ahead of what I had pencilled in. Should provide a lift comfortably back above £10

[brexitplus] 04/11/2021 07:23

Good trading statement.

[w13ken] 20/10/2021 12:13

Series A Investment in Satellite Vu by Draper Esprit. Investment in ESG/green companies is set to grow so should be good getting in this early.

"London-based space tech scale-up Satellite Vu has raised £15m in Series A funding, as it readies plans to launch seven thermal and infrared imaging satellites into orbit.

The satellites will be able to provide real-time data on how green, or energy efficient, every building on the planet is – as the UK seeks to decarbonise its housing sector.

The funding rally, led by London-listed Seraphim Space Investment Trust, saw tech-only venture capital firm Draper Esprit also pile into the fundraiser, alongside Ford Family Trust’s Stellar Solutions."

[donald pond] 20/10/2021 08:55

As cordwainer has set out in his previous posts there are quite a few other chunky mark ups on their way.

[w13ken] 19/10/2021 14:13

Aiven now a Unicorn. Here's another Draper Esprit holding that has rocketed in value this year to become a 'unicorn' - from $800m to $2Bn! Frothy again? Perhaps, but it will make for an interesting NAV update. I see £45.5m of Aiven fair value for GROW in Mar 2021 so back of an envelope calculation, maybe £113m now?

"Finnish open-source-as-a-service provider Aiven has attracted a $60m extension to its Series C funding which now values the firm at $2bn.

The latest cash injection suggests remarkable growth in the nominal value of the Scandinavian startup, founded five years ago, which was worth $800m when it got its first $100m-tranche of Series C funding in March.

Aiven sells open-source data technologies as a managed service. Unlike some DBaaS systems, which punt proprietary or less permissive licences for their as-a-service offers built on open source technologies, Aiven provides a stack of as-a-service systems in their true open source form.

Apache streaming platform Kafka is Aiven's most popular product, but open source relational database PostgreSQL, which released iteration 14 earlier this month, Apache Cassandra, Redis, MySQL, OpenSearch and more are available..."

[brexitplus] 18/10/2021 17:25

I certainly won’t be a customer. Vegan, ughh. Give me a good steak and kidney pudding, or bacon butty with lashings of butter any day.

[w13ken] 18/10/2021 07:59

"Draper Esprit partner Nicola McClafferty said: “Allplants is uniquely positioned at the intersection of some of the fastest-growing areas in food consumption today: high-quality, plant-based meals that deliver on taste, sustainability and nutrition in an incredibly convenient way for consumers.

“JP and the team have established a stellar brand with very clear values, incredibly strong growth and a loyal customer base. Allplants has real potential to scale its direct-to-consumer business while expanding into new channels both in the UK and beyond. We believe it can be a global brand, bringing nutrition, taste and convenience to the plant-curious consumer and we are delighted to be supporting the team as they grow and thrive.”

[w13ken] 18/10/2021 06:18

Draper invest in allplants.

"A vegan meal delivery start-up has secured £38 million in funding to capitalise on the growth in “flexitarians” as people reduce their meat consumption for health and environmental reasons.

The funding for the London-based allplants was led by Draper Esprit, the listed venture capital firm that has invested in Revolut, Cazoo and Trustpilot. It is said to be the biggest ever “series B”, or second round of venture investment, raised by a plant-based food company in Europe."

[bamboo2] 13/10/2021 12:30

Took a q profit on mine for now. Hope to be back soon.

[cordwainer] 11/10/2021 14:28

I also added a few more at around 893p. But since becoming a FT250 constituent maybe GROW is now a bit less immune to the general outlook this winter for the UK economy and passive index investor sentiment. Also trying to keep a bit of cash ready. Hard nav currently at approx 820p with historic annualised portfolio growth potentially lifting that to approx. 885p, but portfolio companies not entirely immune to general supply issues and a more fearful market could take the share price to a discount. Quite hopeful for a bounce back to £10+ but at this point I feel my target for 2021 of £12 is looking optimistic...

cordwainer - 21 Jan 2021 - 09:52:50 - 288 of 472 Draper Esprit - VC Firm - GROW
Based on analyst estimates, my conservative target price here for 2021 is £12.
Among my largest portfolio holdings.

[lomax99] 11/10/2021 11:44

Added a few.

[w13ken] 11/10/2021 11:13

Draper holding...

Sky News understands that Ravelin, which counts companies including Deliveroo and Booking.com among its clients, is working with Evercore on a potential transaction.

Tech industry sources said a sale was among the options being explored by Ravelin.

Set up in 2014, Ravelin uses machine learning to help its users detect fraud when processing online payments.

[its the oxman] 11/10/2021 10:31

Sound the alarm bells , were going under 900p

[donald pond] 11/10/2021 07:56

Tech valuations being called into question but next NAV isn't far away and should be excellent

[donald pond] 08/10/2021 16:42

I bought in today. Looks a good entry point but I guess the wider market will determine the short term result

[rampmeister] 08/10/2021 10:53

I’ve also added just think we must around the bottom of this retrace.

RM

[its the oxman] 08/10/2021 07:48

Added a few. Who knows. But great long term story and come back a long way now.