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So what? where is the price appreciation?
you sound like a ramper.
where's the beef?
I sold into it at 10.22.. 52k odd shares showing as unknown. off to
So when will it show up in the price of so strong?
IPO still down for the day.
L2 looks great
Strong buying?
Great RNS from ITX this morning upp 5%, ONT up 7% since thursday strong buying this am
And now we see the UT showing as a buy .. you couldnt make it up. This in play now and will be moving up next week
All those sales are buys
The potential of Bramble, Feature Space and Hysata. are huge, in the Billions. wiith in 5 years, on top of centessa and ONT. I think IpO in 5 years will be a 10 bagger minimum.
That 600k 'sale' is a buy... we are moving
So IPO has investments in 65 different companies. TWO of which, ONT and centessa, are listed companies on the LSE and Nasdaq, combined value of holding in these 2 is £105 million... they have cash of £221 million , with a present market cap of £497 million , that leaves about £170 million of value in 63 other companies, ie less than £3 mill per company on average. if 10% of those have a market cap of £25 million that covers the rest of the current market cap of IPO. Im pretty happy with that
They should go for a dual listing on the Nasdaq. US values this sort of company in a much more aggressive way. we are fiddling about with share buy backs when the cost of doing so would be better spent on listing in the US of A
Somethings leaked. Gone crazy
What just happened??
Wakey wakey
News coming
When this moves it moves up quickly
Except for the time taken for any of that to show through. Risk/reward looks low but no use if you have to park money for a long time with no return.
Risk/reward low, opportunity cost high.
So IPO holds 11.1% of oxford nanopore which is worth £122 mill, has just had a price target raised to 350p from today's price of 134p which if it comes to fruition gives a value of £300 mill... cash in the bank £225 mill.. thats over £500 mill. market cap is only £470 mill. everything else is a free ride... little downside risk from here I feel
Big discount to NAV means no rush to buy. The discount won't close over night and a good idea to wait for confirmation it is closing before jumping in with the risk of another 6 months+ in the doldrums. If you miss the first 10% of a turn-around it's noise. Until then you can make 10% elsewhere in my opinion.
The trap is focusing on discount to NAV expecting it to start to close just because you bought. The market doesn't care that you own this or anything else. It's a gamble with an unknowable delay to be proven right and in the meantime life goes on and other opportunities float past the window.
Youhavingalaufh; I'm a mong term holder and fan, but my fan is wanting. The points you make are pertinent, which increasingly I'm agreeing with you on. Is it jam for you and me tommorow, tommorow, tommorow, or funded pet projects for scientists and healthy remuneration for mgmt, whilst ticking over, but only supporting those ambitions/costs and not returns to shareholders?
Darientaylor; agree you are buying at a massive discount to NAV, which I think is probably valid. But you don't have a comfort of such, is the SP, in 18 months lost more. At full realisation, (of NAV), you'd still be underwater. And even if you bought today, that NAV comfort blanket is only warming if it is returned materially, fiscally to shareholders.
The buybacks abandonment of dividends shows their is no focus, or urgency to prioritise profits to shareholders
Whatever way you look at it, you are buying assets at a 50% discount at the moment
All jam tomorrow and a big discount for good reason. Buy and wait and meanwhile other opportunities sail by. Do you know how much this has to rise just to compensate for inflation since it was last 2x the current price plus capital loss. Avoid until proven it can gain some momentum unless you don't care about a return on your money and can wait and wait and wait.