lars25
05 Sep 2017
Bought more down here This is now trading at a 20 plus discount to the last stated Nav. It seems to me that the Chairman's reluctance to embrace the takeover by IPO was sensible.There is a strong arguement that this large discount would not exist if the takeover fell through. Nevertheless it appears that IPO, which has fallen probably due to an overhang of stock, could get it's hands on a cheap asset if permission for the takeover is granted.Either way to me this looks relative good value at the moment compared to similar funds.Any views welcome.
Carefully Does It
10 Aug 2017
Re: 307p I think it's à dead cert to go through.Job titles for ivo staff is probably main hang-up.
pancaked
21 Jul 2017
Re: 307p I bought in some time ago. Feel that IP are trying to pull a fast one bidding below NAV. I am not going to accept at this stage.
Carefully Does It
20 Jun 2017
Re: 307p Need the ipo share price to shift up to see this move. 307p looking less likely but ipo statement makes it clear 320p is possible. Anyway, I own both in hope of the market recognising the value in new tech companies they hold.
Carefully Does It
27 May 2017
307p Offer is equivalent to 307p.If it falls far, buy.It makes sense for IPO and IVO to join.
devonplay
19 Jan 2017
Recently Bought I recently bought some.I just feel we might be entering a period of low growth, so these feel attractive.I also added FPEO on it's recent December decline for the income.I cant say I'm bullsh, but it feels right to have a punt on this one. The near 53 week low buy gives me a little comfort. If we get a sustained sell off..I'll add more.I'm sure others will disagree......but, I'm happt to play the long game.DL
Simbrad
20 Jun 2016
"The negative results from Circassia’s (9.3% owned by Innovations) Cat-SPIRE Phase III trial is disappointing, with a negative read-across to Circassia’s earlier-stage programmes in Grass, Birch, Ragweed, and House Dust Mites allergy. We highlighted the Cat-SPIRE result as a significant risk factor in our recent report ‘Premium justified, but some near-term caution’ on 27th May. However, we continue to believe that Circassia’s respiratory development portfolio (acquired with the £100m acquisition of Prosonix) has significant..." note out by N+1 Singer this morning, on research tree
Simbr
16 Jun 2016
investment portfolio "The breadth and depth of Imperial Innovations’ investment portfolio was showcased at its Capital Markets Day, with a focus on six companies. Investor focus is keenly on Circassia’s impending CAT-SPIRE Phase III results, anticipated this quarter. Circassia represented c 22% of portfolio NAV at end-HY16, hence this binary event will affect near-term portfolio NAV. Nevertheless, with portfolio momentum gathering and a number of material near-term milestones drawing nearer, the potential for valuation creation beyond Circassia is becoming more visible."Edison note out this morning, taken from research tree.
IGTV
23 Oct 2015
Imperial Innovations ‘buy’ recommendation from Stifel Watch the full interview: [link] October 2015: Russ Cummings, CEO of Imperial Innovations tells IG that it continues to benefit from its investment to build businesses. Immediately after Imperial published full-year results Stifel issued a buy target of 601p.
