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Interactive Investor positive in their lastest AIM picks👍

Yes, IP Group plc is influenced by the US private finance sector, specifically facing liquidity challenges in the venture capital market during 2024, yet it successfully outperformed this trend with major exits. While high-interest rates and tightening bank lending shaped the broader private credit market, IP Group managed to strengthen its liquidity and share buyback programs.

IP Group plc

IP Group plc

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Impact of US Private Finance on IP Group (2024–2025):

Venture Capital & Liquidity: The broader US private financing sector has seen a challenging, less liquid environment, but IP Group demonstrated resilience by securing key exits, such as Featurespace to Visa, at or above valuation.

Investment & Funding Trends: Although the US remains the top global market for fintech and private investment, it has experienced a shift towards consolidation and a decrease in deal volume in early 2025.

IP as Collateral: While there is a trend of growing private credit and increased use of IP in financing, traditional investors often lack methodologies for valuing IP assets, which can cause financing difficulties.

Market Position: IP Group has successfully navigated this environment by focusing on profitable exits and maintaining high-value holdings despite broader market volatility…..Patience required for management to hit the NAV👍

Sorry ,Geordie.

Hi George,I’m not a finance professional(A Retired useless BT engineer 🤔)but I think you can transfer to your Halifax Sharedealing account (GIA)as normal, but due to missing the 90 day window you’re now possibly limited to £3000 CGT free from the BT price on maturity or pay 18% on the mount over this. I think You can also transfer to your partner/ wife with same limits and do the same from April 6th 2026/2027 tax year. Hope it helps.

The SHARESAVE scheme administration will send you a maturity notification certificate and from there you can transfer into an a stocks and shares ISA . You need them to send you a 90day transfer form to fill in , this allows you to transfer the £20000 worth of BT.A shares without paying any CGT up to 90days from the maturity date. Good luck👍

Let your contacts know they will need a 90 day transfer form(HMRC requirement) from their broker so they can transfer £20k worth of shares free of CGT into an S&S ISA:)

90 day transfer form and scheme maturity certificate required to transfer maximum amount of shares(£20,000 worth) into an ISA .Contract your broker. HMRC requirement. Happy days