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Whats occurring - down 1.25p ? Must be news somewhere ?
Link to previous post http://www.edisoninvestmentresearch.co.uk/researchreports/ImperialInnovations300412QV.pdf
Investment summary: Wider, deeper, further Imperial Innovations continues to mature its portfolio of existing businesses while expanding its net to seek further investment opportunities in other centres of learning. Despite the announcement earlier this month that Pfizer had discontinued its R&D activities on Thiakis, the balance of newsflow is positive for Imperial Innovations, with a broad range of technologies, at differing stages of maturity. Expanding the portfolio in multiple dimensions Since its £140m equity raising in January 2011 IVO has sought to invest larger amounts of money in its most promising companies, and to stay involved for longer. At the same time IVO is seeking to invest in opportunities it finds in Oxford and Cambridge Universities, and University College London. This has already resulted in a £5m investment in Autifony and £1.3m in Mission Therapeutics. Still early stage for most investments The Nexeon and Circassia investments highlight the long-term horizon that investors need to take with Imperial Innovations. Circassia is entering Phase III trials for its immunotherapy for cat allergy in the third quarter of this year and should soon announce the two-year follow-up study for this vaccine. Nexeon is two to three years from an IPO exit though a trade sale or partnership could occur earlier. No significant realisations were made in H1 reflecting the growth stage of IVO. Plenty of dry powder Cash at the half year stood at £109.5m* with investments post period end of £15.3m. The strategy of prioritising six to 10 companies supports the logical approach to a pyramid of investments at different stages of maturity. Valuation: Recent weakness is an opportunity A retreat from the recent 380p high offers an entry point into the stock at a 35% premium to NAV. The NAV reflects the carrying value of assets based on the last transaction and does not reflect subsequent growth. Nexeon and Circassia newsflow will be the key catalysts for further share price movement.
"At a time when energy storage and power capacity is so critical in a number of consumer and automotive markets, Nexeon's battery technology couldn't be better positioned," he said. "Meanwhile, Circassia's novel approach to the huge allergy market is making excellent progress with its proprietary Tolermune technology which tolerises the body to the allergen, such as cat, ragweed, house dust mite or grass."
During this time it invested £10.4m in 14 portfolio companies, compared with £6.3m in 2010/11. Since the end of this period, the group said it had continued to invest in its portfolio companies investing £15.3m in eight companies. "We have over £100m available to back further our top companies, as well as maintaining our very active programme of investing in new enterprises from the four leading research-based universities," said Chairman Martin Knight.
Imperial Innovations, which invests in the commercialisation of technology, kept piling cash into new ventures despite profits falling in the first half. The firm said profits during the six months to the end of January were £0.9m, down from £1.3m the year before.
R BIGGUN
I am not in this, yet, but I was going to buy. Instead I bought something else which dropped like a stone the moment I traded. I also happened to have AVIVA , & BHR which as you mention was tipped by Midas. BHR has done O.K for me but the ups and downs and manipulations are nerve racking. Aviva has done pretty good and there is something to be said for a large company where the ups and downs are more gradual as it gives you more time to mentally adjust. Hope Imperial does well for you eventually though.
You are not the only one!!! Gutted
Midas tipped this yesterday along with Pennon and Raven Russian.Only I could choose the wrong 2 out of the 3. IVO has gone through the roof the others..............
Tipped in daily mail today for a share to have in 2011: http://www.dailymail.co.uk/money/article-1343412/MIDAS-JOANNE-HART-Share-choices-runners-gains-2011.html#ixzz19rCifZvS
Financial Times By Neil Hume and Bryce Elder Published: March 25 2009 02:00 Exploration group Afren continued its recent good run, rising a further 20.5 per cent to 33¾p. The company is due to report annual results next week and traders reckon Afren will also reveal an audited reserve report on its Ebok field in Nigeria. They also believe the company could provide an update on how it will fund development of the prospect. http://www.ft.com/cms/s/0/e6017132-18ea-11de-bec8-0000779fd2ac.html
looking good for ivo
new tec contract for ces
£4.00 in next 2mths
looking good
looks good
new vtec on the way
more to come
lots of good investments made should see movement in share price soon