Molten Ventures Plc (GROW) Q4 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.992 -- 00:00:05.336 There's now 400 unicorns in the market and when we talk about secondaries that's quite 00:00:05.336 -- 00:00:10.422 an important point because illiquid parts in the market clearly need liquidity and as 00:00:10.422 -- 00:00:15.286 companies stay private for longer that's very much a trend that we feel we can benefit 00:00:15.286 -- 00:00:17.889 from and support. 00:00:17.889 -- 00:00:21.991 Globally we're in the midst of this generational shifting technology and Europe has been 00:00:21.991 -- 00:00:27.013 for many years a key generator of IP and so the opportunity for us to invest in 00:00:27.013 -- 00:00:29.594 these businesses is very profound. 00:00:29.594 -- 00:00:33.196 The main theme that we're going to be talking to is these structural shifts that are 00:00:33.196 -- 00:00:36.057 occurring. And I think that's 00:00:36.057 -- 00:00:39.219 a very important point because these aren't cyclical, they're structural. 00:00:39.219 -- 00:00:43.801 And it's led to the recognition of the need for European sovereignty and resilience in 00:00:43.801 -- 00:00:48.864 its defense, but also in the technology assets. 00:00:48.864 -- 00:00:53.567 So the underpinning assets, be that cloud computing or be that payment infrastructure, 00:00:53.567 -- 00:00:58.129 there's a lot more focus on this and a lot more capital coming into this ecosystem. 00:00:58.129 -- 00:01:03.093 There still exists a structural gap to capital in the market and this is exactly in the 00:01:03.093 -- 00:01:06.555 space where Moulton is investing at the growth stage. 00:01:06.555 -- 00:01:09.217 We're thinking sort of 20 million plus tickets. 00:01:09.217 -- 00:01:14.360 So our strategy of growing the PLC balance sheet but also growing our third party 00:01:14.360 -- 00:...