Added to YB: 2025-11-12
Pitch date: 2025-11-06
IPO.L [bullish]
IP Group Plc
+3.61%
current return
Author Info
No bio for this author
Company Info
IP Group Plc is a private equity and venture capital firm specializing in seed/startup, early venture, emerging growth, mature, mid venture, late venture, incubation, mezzanine in growth capital companies.
Market Cap
GBP 534.1M
Pitch Price
GBP 0.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.09
P/E
-4.17
EV/Sales
-3.29
Sector
Capital Markets
Category
value
IP Group - Investment Case
IPO.L: University spin-off VC w/ 80 cos in quantum, cleantech, biotech. 40% NAV discount despite conservative valuations hiding reserves. Key upside: Oxford Nanopore (DNA sequencing), quantum assets undervalued vs public comps, Metsera obesity drug IP potentially worth billions in licensing fees. Aggressive buybacks reducing shares 15% annually. £250M exits targeted 2025-27.
Read full article (39 min)