IP Group (IPO) - Share Chat

β€˜It acquired Fusion IP Group on 20 March 2014.’

β€œWe firmly believe that the enlarged business will enhance shareholder value.” Source

This:

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So this is currently trading at c.40% discount to the most recent NAV per share of 110.6p

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@gl196 do you think it is a good business? I realize I have to do my own research, but it would be interesting to hear what you think.

They invest in a lot of different start-ups and the most valuable & exciting company in their portfolio (around 1/4 of portfolio value) is Oxford Nanopore, which is on the verge of disrupting the DNA sequencing market

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Oxford Nanopore Technologies Limited is a U.K.-based company which is developing and selling nanopore sequencing products for the direct, electronic analysis of single molecules.

I have a lot of exciting reading to do. Thank you.

IP Group seems like a VC for life sciences companies. I might butcher it. More reading to do.

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