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Im in profit,but will still hold up until guidents private investment result,surely that will bolster sp ,i do believe guidents assets are not factored into the sp,security robots,this could lead to a lot of profit in the future,
Check out the attendees of the upcoming AV day hosted by Guident and the JTA on 31st May
https://autonomousvehicleday.com/
92p now being paid over at SALT
Yeah if microsalt is worth double the SP same time next year, it would be to sell a small chunk of salt shares to pay Clifford’s salary package. By then we should know the valuation of Guident and possibly listed on the market.
Harold Braun has agreed to do a Revive only interview coming soon.
On the disconnect between TEK and the sum of the parts valuation, while i agree to some extent there are some reasons for this which need more attention.
I am not sure whether LUCY should be seen as an asset and a liability. They had a £6 million cash burn last year, and there access to alternative funding is extremely limited. Is Cliff going to extend TEKs gains to bail out his son?
Cliff's bonus. There are added costs in TEK such as Cliff's outsized pay packet which need to be deducted.
Cliff needs to make an appearance and provide clarity on the undervaluation and answer some important questions that investors have.
I agree. I think we have seen the last of the low SP. I’m actually thinking of topping up. Recession is over, markets seem to agree. The current SP is so out of sync with the valuation of all 4 portfolio companies added together that it will catch on.
Let's not forget, SALT mkt cap will only be relevant when lock in finishes. Hence the disconnect
But could be massive by then !
TEK own 77% of Microsalt. This is why TEK’s share price doesn’t make any sense. Current MC of TEK is £17m, holding in Microsalt is worth £29m! What a steal TEK is at this price.
They do look good don't they Clenched and Harold has the connections. I think it's reVive that s in line for the private funding so should legitimise it has a product with a future assuming it's forthcoming.
Hope so anyway !
Could be wrong but from memory 70 plus
What percentage does TEK own
Keen to see an update on Revive. The product looks good, they appear to have belief in it, so why hasn't it taken off as we'd hoped?
https://guident.com/energy-harvesting/
Add to that as the UK economic back drop improves money will be funnelled into small caps. Might be what we're seeing over the last couple of days across the board.
As we always say. Doesn't take much to double/treble/quadruple here when the tide turns.
GLA
Microsalt holding to TEK at current price is worth 15p per share.
Guident Belluscura Lucy and Revive to add on top. Holding out on Microsalt and Guident will lead to massive returns in my opinion
Or perhaps they could sell down some of the Microsalt stake and provide further funds for LUCY?
Tek sitting on its Microsalt holding and waiting for the blue sky is my preference. That is where the telephone number money will be made in my view
Salt going up is very good news , however the trust in Cliff and the lock in mean that there will be a muted response imho , the closer we get to the lock in finishing the greater the confidence in realising the cash . Don't take that comment as negative it's just the place we find ourselves in
Certainly better for those of us separately invested in Salt as well as Tek
SALT on the up.
This should follow.
What’s Tek percentage ownership of Microsalt. Up 20% but absolutely nothing here
Link for this….
https://www.sharesmagazine.co.uk/article/stocks-to-reward-you-for-decades-to-come-searching-for-dividends-quality-and-exciting-growth-potential
Great article in Shares magazine today selecting Microsalt as one of its shares for blue sky potential.
GLA
Very impressive presentation
I still think they might surprise a few
Last year the results were released on 26th May, not too long to wait Cliff until you get your hands on that lovely 250k bonus you have worked so extremely hard to earn........ what a complete waste of space you has been this last year, what you deserve is a taxi out of here and get somebody in who can turn this company around. Off you trot Cliff......
Am interested in what's said about Guident's revenues in particular.