Molten Ventures Plc

9.20 (3.23%)
Share Name Share Symbol Market Type Share ISIN Share Description
Molten Ventures Plc LSE:GROW London Ordinary Share GB00BY7QYJ50 ORD GBP0.01
  Price Change % Change Share Price Shares Traded Last Trade
  9.20 3.23% 293.80 1,106,230 16:22:49
Bid Price Offer Price High Price Low Price Open Price
292.80 293.00 295.40 288.00 289.40
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Finance Services 353.00 300.70 196.50 1.38 449.51
Last Trade Time Trade Type Trade Size Trade Price Currency
16:21:25 O 2 292.802 GBX

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Date Time Title Posts
26/5/202317:05Molten Ventures177
09/11/202217:39Draper Esprit - VC Firm 639
10/6/202214:12Moulton Ventures - a high tech entrepreneur breader13
09/6/202210:52Innovative tech. Impressive entrepreneurs. Global potential. 1
18/6/201609:48Draper Esprit-Venture Capital-

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Molten Ventures (GROW) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type

Molten Ventures (GROW) Top Chat Posts

Top Posts
Posted at 27/4/2023 09:01 by donald pond
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
Posted at 11/4/2023 07:51 by hugepants
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.
Posted at 09/4/2023 23:14 by ayl30
re GROW, Sunday Times report that Sequoia have written their holding in Graphcore down to zero. If indeed a zero, that would mean a 4% hit to GROW's nav
Posted at 07/4/2023 08:12 by spectoacc
I admit it's a while since I looked properly, but a great many unprofitable co's are going to struggle to raise money going forwards - the last 14 years of free money are over - so GROW will need to pick & chose who to support. Many won't make it.

Never inspires me that Cazoo is the one that jumps out on here:


And Revolut. And Trustpilot. All the ones I recognise I wouldn't touch with a bargepole :)

Maybe it's worth looking again at this discount, but I see they realised £13m in the boom time 6 months to Sept, spent £112m, had £28m group cash remaining, and a £150m expanded debt facility.

Posted at 31/3/2023 11:01 by riverman77
If they can maintain valuations across the wider portfolio then this is obviously incredible value - hard to tell how this reads across to the rest of the portfolio, but an encouraging first sign. Also worth noting that there has been a sharp rise in the NASDAQ since start of the year - if you take this as a very broad sign of sentiment in the tech space, then GROW clearly has some catching up to do.
Posted at 28/3/2023 17:19 by mwj1959
So nearly doubled and then nearly halved in a few months...and no NAV update until late April (presuming the provide an unaudited NAV with their trading update prior to full results in mid June). Late Oct / Early Nov rally in the share price off the lows was helped by the NAV decline in the Interims being "relatively" modest, at least in relation to the size of the discount. Does the same story play out again in a month's time?
Posted at 11/3/2023 22:04 by donald pond
It looks like GROW had drawn down £90m from SVB. I'd say that's more a problem for the administrators of SVB than for GROW.
Posted at 21/11/2022 08:34 by donald pond
I don't agree with that analysis. Sales may be up but from what base and at what cost? Also, we have seen a valuation contraction so while 70% growth is good, the market is probably paying a quarter for early stage growth of what it was 18 months ago. OTOH GROWs valuations never seemed as punchy as the frothy end of the US market. But I'd say the current price is about right. One or two major winners though and it would look very cheap. Look forward to the webinars. I do believe these guys know what they're doing. It's the valuations the market applies that is harder to be confident about
Posted at 26/10/2022 08:59 by steph52
Plus our year end results say sales on average growing by 65% across core portfolio. SO even if valuations in sector down by multipoles of sales and other fixed factors our growth may outpace the tighter valuation tendency.

Also in our results over 80% of core have 2 year plus runways, including REvolout, so none need to go to market over the next year when conditions are tight. If this market persists for more then 12 months they will start throttling back on growth to extend runway lengths.

Looks to me that apart for our listed shares GROW has a great portfolio not vulnerable in aggregate to down -rounding. CAZOO excepted we have 2 good listed shares who may recover much value over the next 2 years. Uipath and trustpilot are great business models. They seem to be growing. Maybe worth a direct punt at these levels.

Posted at 26/10/2022 06:19 by steph52
yes a long way to any sensible share price

2/3rds nav due to current market conditions normal. 26.5% of nav either massive overshoot on downside or indication that something seriously wrong on nav calculations.

i think there is no evidence of problems with nav calculations and the upcoming half year results will help reassure the market.

from 2/3 nav share to an share price of nav/ share and beyond will require a market and sector recovery.

i think that will come sooner rather than later as sector dip closely tied to interest rates not recession fears. thus as soon as recessions kick in interest rates will flatten then drop, deputy of boe saying that moment may have arrived already. with it will be a big relief rally for whole tech sector but especially the unlisted private bit.

we could be back to nav/share by this time next year. indeed that is precisely what our only broker guidance predicts, so 3x over 12 months from here

good luck all

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