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Sorry, I meant to type "September 2021".
Agree about needing to break 76p to see any movement .
The down trend started in Jan of 2022 when it broke around £1.10.
The chart now seems to have found a level and making a base. We may have to wait till results to see the spring.
Chart wise so far it loos to be changing for the better. We need to break 76p to start making new uptrend.
The Fusion research is very interesting and it'll be fascinating to see what progress can be made, particularly regarding scalability.
With the price in the short term I guess we'll have to see if it can break up through the downward trend line that started in September.
https://twitter.com/IPGroupplc/status/1611027712029622274/photo/1
The tweet scrolls across 4 slides. Lots of high potential holdings in DeepTech, CleanTech and Health.
NAV around £1.38 ... price 65p that suggests you have a very wide moat.
Could be write offs but I doubt anything near this level. Also nuclear tech is going to explode over the next few years.
Looks like IPO may have some strong tech in that space.
The chart for now looks to be improving we shall see.
IP Group is currently my worst performing share and I'm almost viewing it as a right-off.
The share price is almost exactly the same as when the company was listed nearly twenty years ago and has been steadily tumbling down from its peak of around 270 pence in February 2015.
The market madness of the last few years, and the listing of Oxford Nanopore dragged the share price up, but since then it has been in steady decline. Obviously all stocks have been hammered recently, and tech more so, but IPO just don't seem to have had enough winners on their books for a long time.
All tech, and experimental sciences have long lead times for results, but IPO seems to have so few real success stories.
I was wondering what the consensus on the forum was in relation to performance.
Do people see enough IPO investments showing results in the next few years to move the share price by a significant amount, or have we backed a Lemon?
All the best,
B.
IPO is over 60p now and things are looking very good.
Good to see First Light getting good press coverage on the BBC here:
https://www.bbc.co.uk/news/business-63130593
Just looking at the IPO web site this news feed is worth a read (clearly not all portfolio news is making it to an RNS)
https://www.ipgroupplc.com/media/portfolio-news/all
Investors Chronicle list this as 2nd highest upgraded earnings for the next 12 months (as at 14th December 2022).
https://www.investorschronicle.co.uk/tips-ideas/2002/01/02/latest-update-companies-smashing-broker-forecasts
They claim NTM (next 12 month) earnings are estimated to be 24.1p. It was 7.4p a month ago and 7.1p 3 months ago.
That's a 225% jump.
This is based on however many brokers assessment. (I'm only aware of Edison covering IPO).
Another reason why 56p is ridiculously cheap. The last NAV was 136.7p and there's been a 1.5p uplift since. (RNS 2nd December)
GLA
Here's First Light's reaction to the news .....
https://firstlightfusion.com/media/first-light-fusion-congratulates-nif-on-its-maiden-gain-result
I think First Light will get there way before the time suggested ! Due to their computer modelling. I would expect they will be keen to comment on this news ( to say the least ! ) .
It's to do with the breakthrough with nuclear fusion in the USA experiment . First Light Fusion are on their way down a similar but much cheaper pathway .
https://www.bbc.com/news/science-environment-63950962
A lot of buys today. Good news on the way?
Just a further note that there are many companies in this portfolio that have great potential , such as First Light , but it's all a long way off ..a good few years ahead . So in the meantime it's surfing those waves which are generated by news . It's knowing how to catch that wave which is the difficult bit ! Just keep looking for news and anticipating news ! It's worked for me in the past . The good thing is the flow of news coming through with such a diverse portfolio .
Yes I agree the trend is heading down ....you just need to keep to the right side (upwards) of any movement. Good thing is there is lots of movement !
In the words of Warren Buffet, the trend is your friend. And the trend is decisively down.........
Mmmmmmm.............this share is resembling a lead balloon.
It's the 4th most valuable substance on the planet (by weight) diamonds are in third position . So bring it on !!
This looks very encouraging for First Light....
https://www.ipgroupplc.com/media/portfolio-news/2022/2022-11-28
I would say now would be a good time to dip your toe in ...round the 50p region . I think on this one you have to follow the chart rather than try to work out values . At the moment low 50p ish , high 70p ish that's quite a significant difference. Also it helps to follow all the listed companies progress on a daily basis . It's much more exciting that way ! Good luck and enjoy the rides !
P.s. it better than Alton Towers !
I have been watching these shares dive over the last year or so but can't get myself to invest. I had a bad experience with the old Woodford Patient Capital Trust, where there were too many unlisted securities which were illiquid and difficult to value, and I think the same seems to apply here. Once bitten, twice shy for me, I'm afraid.
Deep Matter (DMTR) plan to de-list from AIM..."This view has been supported to date by major shareholders."
Deep Matter up 53% today on positive trading update.
https://ir.design-portfolio.co.uk/viewer/103/53844
IPO holds 2.1m shares so a small £0.1m uplift.
IPO should get back to 80p very soon