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IPO should get back to 80p very soon
Actual Experience - looks like they took a loss on this share. Was worth 75p a share now 2-3p. So 7m stake to virtually 400k.
Very exciting to learn more about IPO's deep tech. It's insane for IPO to be on such a steep discount. 57% discount to NAV.
https://www.investormeetcompany.com/investor/meeting/technology-trailblazers
no worries. dug around more and found out they paid £4million at 70p so... surprised they were happy with 27.5...
got screwed by the sale so just wondering if the same happened here or if they bought on the dips, for some reason?
thanks, in advance.
Just follow Oxford Nanopore share price and this is going same way. Since June Oxford Nanopore down from 338p to 238p. Down 30%. It was almost 700p 12 months back. How much of a loss is this for IPO? A further 100m loss on their books since May 31st. So what is fair value here?
Got some more today for *66p lifting just before close .
Same amount of shares as the buy 19/2/18 when I paid 109p .
On 21/5/17 I bought my first buy for 139p .
Been a few in between .
wow IPO is at 80p , someone must be keen on the group
IPO is moving but i cannot find the reason
https://www.**********.co.uk/articles/joanne-hart-discusses-lok-nstore-group-bloomsbury-publishing-ip-group-379b786
Joanne Hart of Daily Mail discusses IP Group. "Several companies have the potential to become big billion pound companies if and when they float. The CFO is focused on backing the winners and is worth backing."
Potential Sale of Diurnal (on the books at ~£5m) presents a £9m gain on disposal or 0.8p added to NAV.
NB: This was revalued downwards in H1 2022 as part of the biotech write downs, so the gain partially offsets an earlier loss.
I think I may do the same, I've already lost £3K so I just don't trust lift is coming but hope it is. At least the divvy is slightly more than a bank but I now just want my capital back please.
Bound to see an uplift in the SP on the back of the Daily Mail article........however, I think it will be short lived and fall back again to the current SP of late 60's. So i'm holding off buying until the dust settles over the next few days.
https://www.investorschronicle.co.uk/tips-ideas/2002/01/02/latest-update-companies-smashing-broker-forecasts/
> Broker forecasts have been upped again and IPO now showing a 69% increase in forecast earnings and an increase from 8.3p EPS (last week!) to a next 12 months of 9p EPS.
> ONT is today back at £3.30 having bounced 20% off recent lows. Brokers also forecast improvement at ONT - at an aggregate £5.53 upside forecast.
> First Light Fusion - IPO hold 27.5% and was 3rd party valued at £417m in June 2022 so IPO booked a £57.3m gain in H1 2022 and its holding is now valued at £114.6m. Even though it only recently completed Series C based on the recent success it is actively engaged in Series D fundraising with UBS. (so further upgrades possible for IPO)
Lots of articles yesterday on First Light being in the process of a £400 million funding round, the biggest ever for U.K. start up. This is going to be next ONT.
"Waiting for a market reaction"
Markets are down should of looked at the futures
Waiting for a market reaction
Today's news from Hysata alone delivers 12% of the 8.3p forecast 2022 earnings and increases NAV by around 1p to £1.40/share. But beyond the nominal gain remember it's quite possible this will get bought out by an energy major or even possibly the likes of Ceres who are all cash rich and the prospect of "the cheapest" green hydrogen is the goose that lays golden eggs. Quite how a 38.5% discount to NAV and a forward FY2022 PE of about 10, remains here is baffling.
>>> Hysata, an Australian electrolyser company developing a completely new type of electrolyser featuring the world's most efficient electrolysis cell, launched last year having spun out of the University of Wollongong. The Hysata electrolyser operates at 95% system efficiency (41.5 kWh/kg), delivering a leap in performance and cost over incumbent technologies, which typically operate at 75% or less. This high efficiency, coupled with the simple approach to mass manufacturing and low supply chain risk puts the company on a path to delivering the world's lowest cost green hydrogen.
IP Group committed a total of A$19m (£10.9m*) to the funding round (A$9m(£5.1m*) from IP Group Australia and A$10m (£5.7m*) from our cleantech platform, Kiko Ventures). Following completion, the Group's stake in Hysata is valued at approximately £19.0m. IP Group has recorded a net unrealised fair value gain of approximately £8.4m.
GLA
IPO is the 3rd highest broker upgrade 27th July. An increase from 4.5p to 8.3p forecast for NTM.
https://www.investorschronicle.co.uk/tips-ideas/2002/01/02/latest-update-companies-smashing-broker-forecasts
Equates to a forecast PE of sub 10 for a fast growing and exciting collection of deep tech and green tech at a 45% discount to NAV (where NAV has grown year on year)
And to top it all a 1% rise today the morning after tech in the USA/NASDAQ jumped over 4% too.
Cheers for the info guys.
Next goes ex-div 11th Aug and payment 26th Sep
30th June was the payment date.
Not sure if anyone can answer but was there s dividend payout?
If it hasnt been paid yet when is it due?
Yeh the issue is that us poor mortals/onlookers have no way to gauge a "real" NAV with this stuff. Still looks pretty cheap, probably double down in a while.