Edison Group

Season’s Greetings from Edison Group! As we approach the end of another remarkable year, we want to extend our heartfelt gratitude to our incredible community of followers, clients, and partners. Your unwavering support and engagement have been instrumental in our journey, and we are deeply thankful for your trust in Edison Group. This holiday season, let’s take a moment to reflect on our achievements, celebrate our successes, and look forward to the opportunities that lie ahead. May your holidays be filled with joy, peace, and cherished moments with loved ones. Wishing you a prosperous and inspiring New Year!   We look forward to continuing our journey together in 2025. Warmest regards,  The Edison Team 

BB Biotech is managed by Bellevue Asset Management, a Swiss-based asset manager specialising in #healthcare investments. #BION offers investors access to the dynamic #biotechnology sector, aiming for long-term capital growth by #investing in cutting-edge companies developing transformative therapies. The company’s long-serving head, Dr Daniel Koller, will retire at the end of #2024. He will be replaced by Christian Koch, one of the company’s two deputy heads. Dr Koch is a highly experienced portfolio manager who has worked at #Bellevue since #2014. Joanne Collins, CFA Watch the full video below👇

📢 Edison Group Spotlight We’re delighted to have sponsored this week’s Exchange by Vox Markets, hosted by the insightful Paul Hill and featuring the accomplished small/midcap fund manager Richard Penny of Oberon Investments Ltd.🎙️ We’re pleased that Edison’s research received a mention during the discussion, highlighting our analysis of companies such as Creo Medical, Renold PLC, and Kooth Digital Health. 📊 If you’re an investor or market enthusiast looking to gain actionable insights and stay ahead of the curve, this is a must-watch conversation! 👉 Watch the full video below: #EdisonGroup #InvestorRelations #MarketInsights #EquityOutlook2025 #VoxMarkets #UKInvesting #FinancialMarkets

Gresham House (GRID) invests in utility-scale battery energy storage systems (BESS) in the UK. GRID is the UK’s largest owner and operator of #BESS, with an operational portfolio representing 20% of the market. This is significantly greater than the next largest owner, which holds less than 10% of operational projects. The investment case for these #batteries rests on the integral role they play in the #global transition to #renewable #energy, as BESS store #power from intermittent energy sources, such as #solar and #wind, until it is required. However, the BESS sector has been under pressure this year. In this interview, we talk to James Bustin, #GRID’s assistant fund manager, about recent challenges and how GRID has responded. We discuss GRID’s landmark tolling agreement with Octopus Energy and why this deal is so significant. James also explains why he expects GRID’s revenues to rise over time. Watch the full video here: https://lnkd.in/erj5nGXA Neil Shah #LSE

Georgia Capital in 60 seconds… Get the lowdown from Edison’s Milosz Papst on this investment company which focuses on scalable private equity opportunities in Georgia. Read the latest report here: https://lnkd.in/dG8uKENh #CGEO #LSE

In this interview, Greg Smith, CEO of IP Group plc, discusses the company’s recent #achievements, including #NAV stabilisation and #successful exits that have #strengthened the group’s position, enabling further #investments and #shareholder returns. He highlights the exits of #Garrison, a cybersecurity firm sold to a private equity buyer for around £30m, and #Featurespace, an AI fraud detection company being sold to #Visa, which is expected to generate £119m with a 30% internal rate of return since 2012. Greg also outlines the #portfolio’s profile post-exits, focusing on scaling key deep-tech holdings and supporting 14 #life sciences companies in clinical trials, opening #monetisation opportunities. Read the latest report here: https://lnkd.in/dxVXvtSk Dan Ridsdale #IPO #LSE

In this video, Erik Manting, CEO of Mendus AB, discusses the company's progress in #immuno-oncology, focusing on its lead asset, #vididencel. He highlights Mendus’s innovative approach to developing off-the-shelf #cell-based #vaccines for #cancer treatment and shares insights from the latest updates at #ASH2024 in #haematological cancers. Erik also delves into Mendus’s #clinical and #manufacturing strategies as the #AML programme advances toward pivotal-stage readiness by #H225. Additionally, he explores vididencel’s potential in treating #ovariancancer and outlines key #milestones for #investors to watch as Mendus moves into #2025. Watch the full interview here: https://lnkd.in/g5wM6QPV Arron Aatkar, PhD #IMMU #Mendus

Vietnam Holding Ltd in 60 seconds… Get the lowdown from Edison’s Milosz Papst on this investment company whose objective is to achieve long-term capital #appreciation by investing in a diversified portfolio of #Vietnamese companies that have high #growth potential and attractive #valuations. Read the latest report here: https://lnkd.in/gGxgEzYr #VNH #LSE

🎄✨ Spreading Christmas cheer with GOSH Charity ✨🎄 At Edison, we embrace the holiday spirit by celebrating the joy in giving and sharing with others. This Christmas, we’re proud to support the incredible work of the Great Ormond Street Hospital Charity (GOSH Charity) by donating toys and games to bring joy to the amazing children in their care.🌟🎁   We hope our small gesture helps brighten their days and adds a touch of cheer to the holiday season. 💝 #EdisonCares #ChristmasSpirit #GOSHCharity

Welcome to the team, Ross Jobber!🎉