Added to YB: 2026-04-06
Pitch date: 2026-03-31
IPO.L [neutral]
IP Group Plc
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 465.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.25
P/E
7.42
EV/Sales
7.13
Sector
Capital Markets
Category
value
Szew Invest Q1 2026 holding update - IPO.L
IPO.L (holding update): 21% portfolio weight. Trading well below intrinsic value; majority covered by Netcash holding + Pfizer patent. Deep tech portfolio (quantum, photonics) undervalued vs trends. New catalyst: UK pension funds mandated 5% in unlisted cos; IP Group benefits via third-party fund mgmt (Aberdeen deal done, 2nd pending). Best risk/reward in portfolio per mgmt.
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