Draper esprit - britischer VC - 500 Beiträge pro Seite

[haowenshan]

Britischer VC

bekanntere Unternehmen im Portfolio: revolut, transferwise, graphcore, crate.io (ein vorarlberger Unternehmen)

[R-BgO]

notiert fühlbar über NAV...

[haowenshan]

Antwort auf Beitrag Nr.: 59.228.611 von R-BgO am 16.11.18 08:03:50

hmm stimmt, nicht nur gefühlt... der Kurs ist seit dem letzten Jahr sehr gestiegen..

[haowenshan]

Dublin-listed Draper Esprit is spending €63m to acquire a 27pc stake in German-based venture-capital funds Earlybird Digital West.

Separately, the company is buying a 5pc interest in Digital East Fund for approximately $20m (€17.6m).

The acquisitions will be funded by the group's plan to raise £100m (€113m) through a share placing.

The issue price will be 530p per placing share. Funds raised will also be used to finance further direct and secondary investment opportunities. The placing shares are being offered by way of an accelerated bookbuild.

"We passionately believe in the potential for Europe to become a high-tech powerhouse and are putting our money where our mouth is by furthering our strategic partnership with Earlybird," said Draper Esprit CEO Simon Cook.

"The two funds include a number of high-quality, well-positioned and fast-growing European assets, the prospects of which we are very excited about. We're also supplementing our current financial resources to continue to invest in our strong pipeline of potential future investment opportunities."

As a result of the two acquisitions, Draper Esprit will acquire underlying holdings in Smava, Peak Games, Nfon, B2X, Socialbakers and UiPath, which, along with underlying holdings in 13 other companies, will be added to its portfolio.

Announcing its interim results in November, the group said that the uncertainty caused by Brexit was something it was conscious of.

The company reported a 20pc return to investors during the six-month period.

[haowenshan]

Zum erworbenen Portfolio von Earlybird:


The following companies which EB IV and DEF hold stakes in, and the Company will therefore
have underlying holdings in, will be added to the Company’s portfolio at a discount to the
unaudited NAV as at 30 September 2018:
* smava, a consumer loan portal in Germany, which has raised around US$135 million to date and has over 300,000 customers who have transacted over e3 billion through its platform over the lifetime of the start-up;
* Peak Games, a developer of mobile video games, including two top-ten grossing games in
the United States, Toy Blast and Toon Blast;
* UiPath, a provider of robotic process automation, most recently valued at US$3 billion and
which the Directors believe is likely to be one of the fastest growing enterprise software
companies in recent history;
* B2X, a global after sales service provider for smartphones and consumer electronics which
connects over 500 authorised service partners and more than 1500 industry experts in 140
countries;
* Nfon, a provider of cloud based telephony recently listed on the Frankfurt Stock Exchange
(NFN.F); and
* Socialbakers, an enterprise software company offering solutions through an AI-powered social
media marketing suite.
Further to these additions, 13 other underlying holdings will be added to the Company’s portfolio.


(...)

The Company has conditionally agreed to acquire a 27 per cent. interest in EB IV for
approximately e63 million (approximately £55 million) and separately a 5 per cent. interest in DEF
for US$20 million (approximately £16 million). The Company will also commit e5m in Digital East 2
fund via its fund of funds programme.
EB IV contains eight investments, with Peak Games and smava considered by the Directors to be
the key value drivers (estimated to be approximately 78 per cent. of the unaudited NAV as at
30 September 2018). DEF contains eleven investments, with UiPath considered by the Directors to
be the key value driver (estimated to be approximately 85 per cent. of the unaudited NAV as at
30 September 2018).
The Acquisitions will result in the Company acquiring underlying holdings, to the average value of
£18 million each, in Peak Games, smava and UiPath, as well as underlying holdings in 16 other
assets including B2X, Nfon and Socialbakers, at a combined discount of £15 million to the
unaudited NAV as at 30 September 2018.






NFON ist bereits börsennotiert, smava plant gerade Börsengang. da könnten sie auch über die Börse
UiPath ist competitor zu blue prism (https://www.wallstreet-online.de/diskussion/1264076-1-10/blu…)

[haowenshan]

und noch ne info:

Graphcore's valuation has now grown to $1.7 billion


mal den Brexit abwarten und dann schauen, ob ich wieder einsteig...