Since 2024, AI has become the disruptive and challenger technology to many sectors, as well as being the basis of a new asset class for investors based on the new world it promises to deliver.
GenIP stands in perfectly placed in two of the industries that are set to be transformed by AI: consultancy and recruitment. Both of these areas are currently occupied by giant, dinosaur organizations, who have an effective cartel, one that has thrived until now. However, AI is effectively the meteorite at the end of the Jurassic, and the battle now will be for supremacy with new, specialist, and nibble organisations such as GenIP.
GenIP in the two years it has been listed has done the hard yards of establishing a global footprint, building credibility and proving its business model amongst academic and research organisations. This is the perfect platform for the company to move into not only the present hegemony of “The Big Four” consultancy firms, but also the headhunting giants, who have had things their own way until the advent of new technology. It may be worth noting that the 10 largest UK staffing firms represent 30% of the market, something which if challenged successfully could lead to a swift collapse of this house of cards.
What works in GenIP’s favour is the headstart it has had over the past couple of years. This is before the incumbents have really known what has hit them, incumbents who are clearly not going to be as nimble in changing their game.
Where GenIP Is Now
Generative AI is the new rock and roll as far as technology is concerned, and unlike many using the AI buzzword, GenIP has already proven to be a company delivering real world solutions with commercial success.
At the heart of the opportunity is the statistic that global R&D spending now approaching $3 trillion per year. Less than 20% of innovations ultimately reaching the market, with the main barriers to this being cost and time. GenIP provides the latest solution, and is clear that the company is devoting much of its energy into spreading the message. This is over and above the in-built promotion of being listed on the AIM market of the London Stock Exchange.
The strategy is working with a 3x jump reported in year on year revenue, as well as a doubling of the active client base, flattered by repeat business. Having conquered academia, and thriving on this basis, 2026 should be the year when the corporate market kicks in. Part of this will be through the decline in the existing players, as customers refuse to pay for the old human offerings. Part will be the boom created by AI itself, in mushroom the number of tech based businesses.
GenIP: Key Drivers
- GenIP listed in October 2024 with a £6.8m market capitalisation, having raised £1.75m. The market cap is now just over £2m, despite the company’s significant progress over the past year. Indeed, at 11p versus the original 39p listing price, one can say that GenIP has done all the heavy lifting, validation, and made a name for itself in terms of promotion in its chosen space.
- Those looking at the company at the start of 2026 can regard the December fundraise at 10p as being its IPO 2.0, an ideal level to enter the stock at a very modest valuation, just at the time when the company is set to enjoy the benefits of servicing the corporate market, with its higher value / higher margin business.
- Given the scalability, the expanding footprint, and increasing awareness of the company has a disruptor to significant markets, one would expect the shares to be trading at multiples of the current share price over the next couple of years. This will be driven by the advance of AI, as well as increasing market appreciation of GNIP’s offering as is, and prospects for it to expand. with new services such as an expansion beyond the Invention Evaluator report, and via initiatives such as the newly launched Innovation Exchange Webinar Series.
- A scenario which has not been factored in by the stock market at all is that GNIP being a player in AI intelligence based services could at the current market valuation make it a target for those who wish to accelerate their foray into the space. Given that the AIM listing alone is worth c.£1m, GNIP is deeply discounted and the enterprise value makes the company a standout, not only in its sector, but amongst UK listed small caps in technology.
Summary: GenIP represents a unique company in the UK small cap space in terms of being a relatively rare listed play, which is genuinely scalable, international, and constantly evolving to suit the marketplace. With its tiny market cap, and proven business model since listing at the end of 2024, the company represents a rare opportunity to leverage the AI boom, via a real world business.
