Molten Ventures Share Discussion Threads

[spectoacc] 15/6/2023 06:57

And that NAV from March. Shares will turn up before the market does, but not convinced the market's finished correcting yet. There's an awful lot out there I wouldn't personally touch with a bargepole (& not just Revolut or Graphcore ;).)

[johnrxx99] 15/6/2023 06:43

The final results look a bit grimmer than expected. GDP243 loss and 780p NAV per share down from 937p last year.

So we have about a 62% discount to the current share price. Lets see what the market thinks over the next week or so.

[johnrxx99] 14/6/2023 04:42

R77 - agreed but IMO the publicity is such the bubble has a lot further to go. My understanding is that AI covers all software development that put people out of work :-)Thus government panic - not taxes from a PC or robot.

[riverman77] 13/6/2023 10:57

Not sure it's that straightforward to work out their AI exposure - how exactly would you define an AI company? Surely most companies use AI to at least some extent. Personally think the whole AI thing is a bit of a bubble now, although not saying it won't run a bit further.

[johnrxx99] 13/6/2023 08:39

I've had difficultly discovering the value of the portfolios' AI content. Names are listed on their site but individual NAV's etc are not.

IMO that would help clarity.

[blackdown2] 13/6/2023 07:39

Due on 15/6

[w13ken] 26/5/2023 16:05

Final results out 13th June last year so we may get a more positive picture then.

[riverman77] 26/5/2023 15:22

Surely this is due a good move higher - the tech sector is on fire now but this has hardly budged, and the last trading udpate was pretty solid.

[mallorca 9] 24/5/2023 09:29

Certainly was.
Have added.

[brut winky] 23/5/2023 12:59

mysteronz: Good find.

[mysteronz] 23/5/2023 12:14

Another positive funding round at a premium

[belgraviaboy] 23/5/2023 08:48

Yes - also interesting to note the volume on Friday.

Has a seller cleared?

[ayl30] 23/5/2023 07:57

Nice to see yesterdays uptick continuing

[cordwainer] 19/5/2023 07:59

Telegraph reporting some fresh doubt, misunderstanding or misadventure about Revolut's potential UK banking licence. I don't have access to the full story though.
edit: there are other sources from last night.

[brut winky] 16/5/2023 11:04

Seems a bit low, basing pattern.

[donald pond] 27/4/2023 08:01

I looked at HGT yesterday and most of their PF companies were seeing 25%+ underlying growth in revenue. GROW businesses look like they are doing very well, it is purely a question of valuation. But if £10 was clearly too much, perhaps £2.70 is too low. Who knows - we need the IPO market to wake up before the valuation issue can be addressed

[mallorca 9] 27/4/2023 07:33

Well, I thought that the update was very reassuring .... so I've taken advantage of this fall and have added.
Quality will rise in the end !

[mallorca 9] 27/4/2023 07:28

Anyone understand that fall ?

[johnrxx99] 27/4/2023 06:57

Same here but hard to know how the market will react in the current climate.

With a number of my holdings, hitting consensus was not enough - I'm become a bit paranoid when results are announced. Roll on 2024 :-)

GLA

[ayl30] 27/4/2023 06:29

Looks solid to me

[mallorca 9] 27/4/2023 06:17

Very good update !

[kelster50] 25/4/2023 06:46

Trading update and Notice of Results I should say with Conf Friday AM

[kelster50] 25/4/2023 06:40

Results Thursday with EC Friday AM

[hugepants] 11/4/2023 06:51

Remarkable. Not great obviously but the current discount to Sept NAV is 68% and GROW did confirm on 30 March that both Ledger and Isar recently raised funds at their Sept valuations. These are valued at £95M versus £73M for Graphcore.