RE: What's triggered the new demand8 Jan 2025 12:09
Quote from UK investors magazine who have it as one of their top share picks for 2025. Value it between 40-450 million!
We recently highlighted GenIP as our pick of London’s AI small caps, and the growth opportunity warrants inclusion in this selection.
GenIP is leading the application of Generative AI to transform how universities commercialise their research discoveries. The company has developed AI models that help Technology Transfer Offices evaluate the market potential of new technologies – a critical capability given that universities can generate substantial revenue by commercialising research, as demonstrated by success stories like Google and Yahoo, which began as university technologies.
The company’s current market capitalisation appears notably modest when compared to broader AI sector valuations. Recent developments in the AI space highlight this disparity: Elon Musk’s xAI raised capital at a 450x revenue multiple, while Anthropic secured Amazon investment at a 40x revenue multiple. Even applying conservative multiples observed in the AI sector, GenIP’s potential valuation could range from £40 million to £450 million based on its current revenue trajectory.
This valuation gap appears even more striking considering GenIP’s substantial market opportunity, with over 4,000 universities in its target market.