The growth prospects for London-listed GenIP, Cel AI, and Sealand Capital Galaxy suggest they deserve higher valuations given the potential size of the Generative AI market in which they operate.
According to estimates by various research houses, the global Generative AI market will be worth anything between $255bn and $826bn by 2030.
When you look at GenIP, Cel AI, and Sealand Capital Galaxy’s valuations, it’s clear that current market pricing does not reflect the extent of the opportunity in Generative AI.
Yes, these are higher-risk small-cap companies at the beginning of their growth cycle, but the potential for rapid top-line growth is underappreciated.
We delve into each company’s operations and the specific real-world problems it uses Generative AI to solve for its clients.
GenIP
Revenue-generating GenIP has already achieved material orders for its Generative AI analytics services and offers investors the potential for exponential growth.
After developing and implementing its own Generative AI models, GenIP has demonstrated a clear demand for its new Generative AI-enhanced services, which are designed to assist in commercialising new technology.
The company plays a vital role in assisting research institutions’ Technology Transfer Offices (TTOs) in commercialising new technology discoveries and providing the leadership to take innovations to market.
GenIP is ‘laser-focused on building’ on its early momentum and is on the verge of launching a marketing campaign that should accelerate traction with its target market of universities, investment funds and corporate research units.
Since its IPO in October, the company has announced a doubling in the pace of orders from a Fortune 100 technology company and the penetration of global markets with new customers in Saudi Arabia. GenIP currently works with around 40 research institutions and plans to roll its services out to potentially 1000s more.
The company offers two core services: Invention Evaluator, which provides Technology Transfer Offices with detailed analytical reports to help them assess the commercial prospects of new technology discoveries, and Vortechs, an executive search service enhanced by Generative AI and targeted at the technology transfer market.
Internet giants Google and Yahoo were founded following technology transfer by research institutions, while the mRNA vaccine was made possible following university research.
These are just a few examples of the commercial success of technology transfer. GenIP is helping Technology Transfer Offices ensure more such discoveries reach their full market potential.
Sealand Capital Galaxy
Sealand Capital Galaxy recently announced a proposed investment in EVOO AI. The deal is yet to be confirmed as it is subject to a due diligence period. The recent share price appreciation may unwind rapidly if the deal falls through, and investors should treat the dramatic rally with caution.
That said, should the investment go ahead as planned, Sealand Galaxy will have secured exposure to an exciting corner of the Generative AI market.
EVOO AI plans to revolutionise the luxury goods sector through advanced data analytics and consumer insights. The company’s flagship application, Olive, is positioned as a luxury e-commerce marketplace, differentiating itself through influencer-curated boutiques and personalised shopping experiences. Olive is due to launch in 2025.
The technology combines proprietary and open-source AI models to analyse market trends and consumer behaviour, providing detailed intelligence to consumers, retailers, and luxury brands.
EVOO has outlined an ambitious 12-month roadmap that includes completing an equity funding round and expanding its network of luxury brand partnerships. The company also plans to soft-launch its Olive marketplace platform, with a focus on onboarding established influencers. Additionally, EVOO is exploring the possibility of a public listing to enhance its access to capital markets.
Cel AI
Cel AI targets the make-up and skincare market with AI technology that helps consumers select products. Defined as ‘Your personal beauty
advisor, in your pocket’ Cel AI’s AI chat features provide beauty tips and access to thousands of product offers.
As demonstrated by this week’s news that Warpaint London is to acquire Brand Architekts, the beauty market is highly competitive, with hundreds of different options for consumers. Cel AI’s service will be well-placed to assist in matching consumers with brands and represents an opportunity to streamline new product discovery with the power of AI.
The company hasn’t released much detail about its plans to establish a foothold in the market, but any news of traction, however large or small, could make the current £400k market cap look very good value.