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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
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)