Molten Ventures Share Discussion Threads

[kooba] 14/3/2024 11:31

Is there any easy way to see Molten % holding in Perkbox , many such investment companies list their interests in their portfolio list but see Molten don’t..but they are a recognised investor from the article and from their website.

[w13ken] 14/3/2024 00:22

Excellent news from Sky that Perkbox has been bought by a US private equity firm, Great Hill Partners, for about £130m. MV went in big and early on Perkbox but I can't trace a recent valuation.

Some info here with MV investment numbers:


Let's hope this is the first of many sales and that the realisation for MV is registered in March to help the bottom line for this financial year.

[johnrxx99] 13/3/2024 01:48

At last the Forward Ptns deal will be done tomorrow and trading of the merged group will start on the 15th.

[kooba] 01/3/2024 14:50

Presentation today

[kooba] 01/3/2024 11:59

Worth watching how this plays out in terms of relevant IPO appetite and potential large upwards valuations
On Bloomberg
February 27, 2024 5:51 PM
Klarna Bank AB, the Swedish fintech that was once Europe's most valuable startup, is moving forward with plans for a potential US listing that could be one of the largest initial public offering this year, according to people familiar with the matter.
The Stockholm-based buy-now-pay-later giant has recently started having detailed discussions with investment banks to work on an initial public offering that could happen as early as the third quarter, the people said. Klarna is considering seeking a valuation of around $20 billion, the people said.

[kooba] 01/3/2024 09:31

If a sale of Graphcore in the super hot AI space is agreed at a decent premium to book this could transform the look of the business as well as a boost to the underlying asset value it would also free up cash to fund supporting the rest of the portfolio and remove what is a tight financial position. Risk reward looks favourable for further narrowing of the discount as the companys portfolio is quite mature and the strength of markets in US could reopen the IPO market sooner rather than later giving more inflection points and possibly exits.

[thunders] 01/3/2024 09:01

Big spread for Sell and Buy? Some one cooking the books?

[spectoacc] 29/2/2024 14:37

There's not many co's that have the potential to double, but I reckon GROW is one.

Potential to halve too of course, but be surprised if it went back through the lows. A volatile move back to above £4 I hope.

[rambutan2] 19/2/2024 22:56

Hmm, as at 30/09/23, Graphcore was held at just £21m. Not that long ago I can remember it being at over £100m! Or was i dreaming? In any case, if there's a bit of a write up, if a sale happens, perhaps £25-£30m is possible. Which is better than a big fat zero, a destination not unfamiliar to many UK tech hardware plays.

[rambutan2] 19/2/2024 22:20

Reports of Graphcore being up for sale, $500m being mentioned. GROW would certainly welcome a bit of cash, albeit at nothing like the valuation it once perched.

[rambutan2] 11/2/2024 23:17

Latest prospectus, for those inclined:

[thunders] 09/2/2024 20:35

Molten Ventures logoMolten Ventures Plc (LON:GROW – Get Free Report) insider Laurence Hollingworth acquired 23,000 shares of the company’s stock in a transaction on Wednesday, February 7th. The shares were bought at an average cost of GBX 218 ($2.73) per share, with a total value of £50,140 ($62,855.71).

[thunders] 09/2/2024 20:31

Molten Ventures logoMolten Ventures Plc (LON:GROW – Get Free Report) insider Martin Davis purchased 10,000 shares of Molten Ventures stock in a transaction dated Thursday, February 1st. The shares were purchased at an average cost of GBX 239 ($3.04) per share, for a total transaction of £23,900 ($30,383.93).

[salpara111] 06/2/2024 17:55

Well that's me back in again. I bought some last year at 220 and sold them at 270, lets see if I can been lucky twice!

[kelster50] 05/2/2024 12:48

Bkacrock now increased to 10.19%

[steeplejack] 05/2/2024 09:44

The perceived 'delay' in US interest rate reductions has taken the wind out GROWs sails.

[thunders] 02/2/2024 11:06

Also Grow price follows NASDAQ

[thunders] 02/2/2024 10:35

Yes interest rate is important for company like Grow

[melody9999] 02/2/2024 10:11

as we seem to be moving to a concensus on interest rate reductions and timings, now would look to be a good entry point into GROW.

[johnrxx99] 02/2/2024 10:00

I've sold out. GLA

[johnrxx99] 02/2/2024 09:46

I think I should let you know that GROW have removed their email address from Sharescope and Morningstar have still not accepted their listing details. I don't know whats going on but .....

[steeplejack] 01/2/2024 16:01

Further sells disclosures now announced-73,457 sold by Baillie Gifford at 254.Hardly here nor there in the context of a holding of 15m of course.Just under 92000 sold by Coast Pensions around 234p but i suspect that maybe delayed reporting from yesterday.(Coast Pensions hold just over 5% of the equity).I suppose this selling by large holders could be triggered by the decision to pass on interest rate cuts both sides of the pond but its peculiar if not counter productive.Goodbody Securites could be long of around 177,000 shares from yesterday.I suppose this could be weighing on the price.

[steeplejack] 01/2/2024 13:40

Goodbody stockbrokers bought 214,131 shares yesterday at prices between 238.6p to 256.6p and they then sold 37170 shares at 246 So they are now long of around 177,000.(NFU sold 16000 odd just to complicate things).So its a bit confusing because on balance we have more buys than sells to date but we will be getting further disclosures i presume.

[steeplejack] 31/1/2024 17:04

A rather badly handled large sell order late in the day by the looks of reported trades.