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Almost a year on and down from my 22p Avg, looks like this is the ultimate dormouse stock.
A dormouse is a rodent of the family Gliridae (this family is also variously called Myoxidae or Muscardinidae by different taxonomists). Dormice are nocturnal animals found in Africa, Asia, and Europe, and are particularly known for their long periods of hibernation.
>null
Just noticed that in my post on Wed @ 7:46 I put Cost/Gain/Unrealised Gain(loss) in £. This should be Cost/Value/Unrealised Gain(loss) in £
Totals for the investments in the publicly traded companies from my last post = Cost: £2,506,381, Value: £4,388,592, Unrealised Gain: £1,882,211
Rivaldo,
In the latest info I have Kromek and Altair Med have gone missing. See the following:
Intuitive Investments Group - Publicly Traded Investments as at 30 November 2021:
Cost/Gain/Unrealised Gain(loss) in £
EVG: 175,110/123,234/(51,876)
MSYS: 214,500/321,750/107,250
MTPH: 99,848/74,025/(25,823)
LST: 1,078,060/2,914,960/1,836,900
POLX: 250,000/230,000/(20,000)
STX: 250,060/278,400/28,340
TRLS: 190,038/248,425/58,387
YGEN: 248,765/197,798/(50,967)
Intuitive Investments Group – Pre-IPO & Unquoted Investments as at 30 November 2021
Pre-IPO and later stage investments
BioQ Pharma Incorporated: US$1m in CLNs & warrants, 8.85% of NAV
Series A and B investments
Axol Bioscience Ltd: £249,091 in ‘A’ ordinary shares, 2.77% of NAV
CardiNor AS: £125,002 in ordinary shares, 1.39% of NAV
The Electrospinning Company Ltd: £500,000 in ordinary shares, 5.56% of NAV
Micrima Ltd: £200,000 by way of CLNs, 2.34% of NAV
Momentum Bioscience Ltd: £125,000 in preferred A ord. shares, 1.39% of NAV
PneumoWave Ltd: £350,000 in new ordinary shares, 3.89% of NAV
Results are out - the NAV at 30/11 is £9m, compared to the £7.9m m/cap at 19.5p, so it's been a successful start to life on AIM for IIG. This is entirely due to the successful IPO of LST.
There's to be a change of investment policy, allowing larger investments in single companies and allowing IIG shares to be issued in exchange for such investments. I'm perfectly fine with this if it allows greater flexibility etc.
It would have been good to see a full list of investments and more disclosure on which PLC investment has been exited. Perhaps the full Annual Report will give more detail.
some companies do a fundraise soon after changing advisor. No reason for the change mentioned so could IIG be looking at increasing their available funds?? Not necessarily a negative as investment strategy appears to be quite successful to date
I see IIG sold a small amount of their holding in MSYS (sold 7m of their 250M shares) as per RNS yesterday. Small amount of funds raised. Bought at 0.1p sold at about 0.182p I think.
8p , not 10p discounted?
M
1m of LST at 20 per cent discount for 8p - LST now closing in on quadruple that price - close to 3m profit. Haven't worked out IIG NAV but must be over 11m - with the share price 20 per cent short of that as an MCAP. Bargain.
“??” was meant to be a thumbs up.
?? This one def a very strong candidate once in funds.
A company with a solid floor
James - still haven't got the cash!
Let me guess, you now have the cash but won’t be investing.
Unfortunately didn't have any cash 3 days ago from my last post, should have sold elsewhere and bought this.
Management team seem to be making some great investment calls here, on the watch list still.
Evans and Naylor must be pleased. With LST sp flirting with 20p this morning their personal stakes have about doubled.
Looks like the penny's dropped here too.
no need to sell, LST just keeps rising - now 17.5p to sell. £1m investment now worth c £2.3m
According to the RNS on 15 10 21 they Hard locked for 6mths & soft locked for further 6mths....
I think that means they can not sell yet.............
Intuitive Investments Group plc
Light Science Technologies Holdings plc's Floatation
Intuitive Investments Group plc (AIM: IIG) ("IIG" or the "Company"), a closed-end investment company focussed on the life sciences sector, announces that Light Science Technologies Holdings plc's (AIM: LSTH) ("LSTH") ordinary shares have, this morning, been admitted to trading on AIM ("Admission").
IIG holds, 13,280,000 ordinary shares in LSTH, representing 7.6% of the issued share capital of LSTH. IIG's investment was initially by way of £1 million of convertible loan notes, which had a 7.25% coupon and converted automatically at a 20% discount to LSTH's ordinary share price on Admission. IIG also subscribed for ordinary shares equal to the interest and non-executive director's fee of £78,000 due to IIG from LSTH. IIG's shares in LSTH are subject to six-month hard lock-in and six-month soft lock-in.
David Evans, Executive Chairman of IIG, holds 10,000,000 ordinary shares in LSTH, representing 5.7 per cent. of the issued share capital of LSTH, which were subscribed for at the placing price and warrants to subscribe for up to 6,000,000 ordinary shares. Robert Naylor, CEO of IIG, holds 2,500,000 ordinary shares in LSTH, representing 1.4 per cent. of the issued share capital of LSTH, which were subscribed for at the placing price.
David Evans, Executive Chairman of IIG, commented:
"Congratulations to Simon Deacon and the LSTH team. We are particularly excited by LSTH's deep knowledge of the light spectrum, particularly for applications in the fast-growing controlled environment agriculture division which addresses vertical farming, glasshouse and polytunnels, but also in other applications in digital health. We look forward to LSTH's continued success in the next stage of its development as an AIM company."
Looking to make a small investment here.
At the current share price lst is over the 15% threshold in their investment guidelines and needs to be sold down to c £1m ?
wow LST just been tipped by the Mail on Sunday - now over 15p. Profit getting closer to £1m now. I've topped up
IIG now holds 13,280k shares via there £1m convertible note.
At todays price of 11p that's almost £1.5m in value, so a cool £500k profit. Not bad going for a company valued at only £7m
Anyone have any ideas on when news should land? Maybe a trading update? Been very quiet here
MY bA$terized nav now is circa £545k
>Null
mtph targeting
*LAI market with Q-Sphera ( Long-acting injectables using printed microsphere technology )
*MidaSolve –MTX110 for DIPG ( panobinostat infusion with CED Intratumoral brain cancer treatment dipg )
https://www.midatechpharma.com/media/pages/investors/presentations-and-webcasts/98d47e6c68-1626951755/21.06.19-mtph-corporate-overview-june-2021.pdf
IIG investment ( small but adds up ) in MTPH was a excellent bet
For what it's worth, today's one and only trade, shown as a sell, was a buy. Thought I'd take a punt, expecting a long term hold here.