Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. Watch the video here.
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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
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.
Last year the earnings report was released towards the end of May. In prior years it was always by the first week of May.
TEK seems to have bottomed around here.
Mkt cap is £16m.
Much depends on these two:
SALT currently worth around £30m, but who knows for sure after lock-in ends.
Guident around £20m, starting to generate revenues and lots of interest.
Guident NAV in TEK's mid 2023 report was $20 million. So given the strong trajectory since then i would guess something north of that now. Perhaps £20-25million. Fact that they are doing a private funding round now suggests they are confident that they can sell it.
My guess is 8 to 10mill