IP Group - Priority companies making progress in 2022
IP Group’s NAV per share came in at 132.9p at end-2022, only 2% below the end-June 2022 level. The NAV decline during 2022 was primarily due to the...
352 Views
IP Group - Focus on high-conviction plays to drive returns
IP Group’s NAV per share came in at 132.9p at end 2022, down 20% year-on-year in total return terms but only 2% below the end-June 2022 level. The...
264 Views
IP Group - International investor in impactful innovation
IP Group is well-financed and trading at a discount of c 50% to its H122 NAV/share (137p), which we believe represents a compelling opportunity for...
674 Views
IP Group - Public market falls largely priced in
IP Group has released its H122 interim results, which are in line with guidance given at the end of May. They show an NAV per share of 136.7p, an...
651 Views
IP Group - Impact + innovation at a compelling discount
IP Group trades at 0.54x its rebased end-May NAV of 139p per share, down 17% from the year end NAV/share of 167p. This prices in the public market...
681 Views