Frontier Ip Group Plc · LSE:FIPP
Frontier Ip — Investor Day (January 2018)
14 slides from Frontier Ip's investor day presentation, Jan 29, 2018
Slide 1: Frontier IP Group PLC Capital Markets Day
F RO N T I E R I P G RO U P P LC C A P I TA L M A R K E T S D AY NEIL CRABB JACKIE McKAY CHI E F E X EC U T I V E CHI EF O P ER AT ING O F F IC ER 1
Slide 2: Who we are
Who we are Frontier IP develops and manages a portfolio of equity stakes in and licence income from companies founded on strong, commercially-focused Intellectual Property (“IP”). www.frontierip.co.uk 2
Slide 3: Our Growth
Our Growth Six-Year Track Record Basic (Loss)/Earnings per Ordinary Share 2500 2000 4.08 3.73 2.76 1500 1000 500 -0.13 0 -3.51 -500 -5.45 -1000 2012 2013 2014 2015 2016 2017 2012 2013 2014 2015 2016 2017 Total revenue Profit/(loss) before tax 3
Slide 4: Recent Operational & Portfolio Highlights
Recent Operational & Portfolio Highlights • Further expansion into Portugal with the signing of a second partnership in the region with the Faculty of Science and Technology within the Universidade NOVA de Lisboa • Cambridge office opened and team expanded • Four additions to the portfolio including
Slide 5: Our Business Model
Our Business Model Frontier IP aims to generate value for its shareholders through commercialising innovation and Intellectual Property (“IP”) by: Establishing formal and Identifying strong IP and Earning equity and licence informal relationships with helping to create and grow income in return for
Slide 6: Our Key Strengths
Our Key Strengths Portfolio offers strong Experienced management Pro-active sourcing of capital growth potential team potential spinouts Founder equity in return Strong Focus on delivery – for support before capital not just advising but doing raised 6
Slide 7: Approach: Model Route to Market
Approach: Model Route to Market A Typical Technology Route to Market Redesign to focus on customer issues Engagement with Idea/first results Prototype Alpha-product customer Frontier IP Route to Market Industry engagement Prototype Engagement with Idea / first results (results aligned with industry
Slide 8: Technology Validation: Does it work and will anyone buy it?
Technology Validation: Does it work and will anyone buy it? Our definition: the independent verification of the claimed effect and its benefit(s) by the building of a demonstrator or prototype and / or direct industry feedback. • Early-stage companies and universities often struggle to address this
Slide 9: Approach: Core Portfolio
Approach: Core Portfolio • Focused on selecting and developing our Core Portfolio • Core portfolio companies are those where: • We see substantial potential for value • Apply significant effort and resource • Our expertise can make a material difference • Healthy pipeline, fuelled by key relationshi
Slide 10: Core Portfolio
Core Portfolio 30th June 2017 Value 30th June 2017 Core Portfolio Company of Frontier Holding Sector Percentage Holding £'000 Ex Scientia 5.0% 2,174 Life Sciences (AI) Nandi Proteins 20.8% 2,078 Life Sciences (Food) PulsiV Solar 18.9% 945 Energy Alusid 39.2% 619 Green Materials Cambridge Sensor Inno
Slide 11: Growth Opportunity: Portugal
Growth Opportunity: Portugal • Ambition to become the leading 3rd party early-stage service provider of commercialisation services • Footprint established but selective in our engagement with sources of high-quality IP • Frontier IP brings: • Commercialisation expertise and infrastructure • IP knowl
Slide 12: Capital Markets Day: Round Up
Capital Markets Day: Round Up • Group operating model to date has been around proof of principle and establishment of a differentiated business model based on technology validation, access to industrial partners and commercialisation support services • Track record shows this is working • Beachheads
Slide 13: Forward Looking Statements
Forward Looking Statements This presentation may contain forward-looking statements, which have been made by the directors in good faith based on the information available to them up to the time of the approval of this presentation and such information should be treated with caution due to the inher
Slide 14: www.frontierip.co.uk
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