Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Lordmakealot - your best guide to Guident's current worth will be the latest US funding round.
My main concerns (apart from the Auve Tech partnership vehicles resembling Teletubbie milk floats) are that Guident remains a small cap minnow. And despite its patents, a much bigger concern could easily come along, throw money at the same problems & end up eating Guident's lunch.
Unlike your preference for Guident, a lot of posters on here said they were in for Microsalt only. And whilst their recent IPO went well (though there are signs the early launch froth is dissipating), Tek's own SP continues to drift ever lower.
So the question isn't so much whether some/all of Tek's holdings might eventually become more valuable. It's whether Tek can reward its shareholders by returning any of this value to them.
If, instead, Tek repeatedly chooses to plough any gains into its next buzzword venture, then over the years shareholders will simply be diluted to oblivion.
Get the stack in the VW EVs (Harald & TEK connection) and Guident will be worth an absolute fortune
I vieŵ guident as like getting into apple before it got huge,if i wait a few years or even a decade then i will be able to put my feet up and retire comfortably.
Mr lolly,i am here for guident only how ever long it takes,i have known about this share since the sattelite rns.im invested here because its the only place i can have shares in guident i can see that you can debate well,i think guident can be worth 9p on its own within two years,whats your thoughts especially now vw will be production in 2026 for what guident has to offer.look forward to your reply
Https://electrek.co/2024/03/20/vw-is-ready-to-bring-autonomous-driving-to-large-scale-production/
Https://refreshmiami.com/with-new-office-guident-zooms-into-the-future-of-autonomous-driving/
Yes, it IS all just hope until Tek shows how it can extract any shareholder value from any of its holdings.
At the moment, Tek's share price speaks volumes on this, regardless of how well - or badly - its holdings are growing.
No it is not all just hope. Revenues are growing in all 4 companies. In Microsalt by a lot.
Its all gone a bit to quiet for my liking.
The SP is slowly dropping by the day and no sign of an RNS.
Could really do with some good news.
GLA
Is everything on a wing and a prayer with this share?If Salt takes off,if Guident starts earning,if Bell. starts producing and so on.The price just sinks back to where it was.
Guident will launch its new Remote Monitor and Control Center (RMCC) for Autonomous Vehicles (AVs) next month
The RMCC will monitor AVs and provide additional support, such as calling a first responder, taking control of the vehicle, or assisting the vehicle in moving it out of harm’s way and providing real-time communication with passengers or pedestrians.
GLA
This was planned for a while.
So , I think in general, they are saying all previous equity based raises have not gone well. With the exception of the SALT IPO
I do wonder if this shift to Guident moving to a private funding round is at least partly TEKs way of saying that the latest share placement hasn't gone well...
Https://autonomousvehicleday.com/
Significantly, all Guident's major partners are speakers.
Seriously smart business going down
Ive always said im here for guidant and beĺieve that alone will be worth 9p in the future.thats why i stay here as there is no other place to invest in guidant.anyway saw a link saying cliff is proposing private equity.so the answer i would like to know is.is it better for us shareholders to have a placing or private equity at a 2% fee per anum with a 20% exit stratagy.any answer would help me decide whether to invest further
Thanks for posting TI
The details of this funding should actually help pin a value on Guident IMHO - At the moment it's worth 0 so it will be interesting to see how it's valued when it comes to private-equity-funding. Let s see what a professional investment outfit values it as with cold hard cash (or a slice of the pie in this case)
With so many buys today I think we are about to see a substantial uplift in the share price. It’s been beaten up, but the tide is about to turn.
Https://www.nytimes.com/2024/03/19/well/eat/sodium-salt-diet.html
Https://ukinvestormagazine.co.uk/tekcapitals-guident-pursuing-us-private-equity-funding/
I think most here would agree with that statement.
This is a great business at identifying great tech with great business potential. But obviously, they've failed over and over under this leadership, suggests to me that they're are top academics but poor business minds. Bell' is a great example, loads of potential in a huge market and look at where it is now. I hope I'm wrong but I wouldn't be surprised if we see the same performance from Microsalt unless the talk of orders comes to fruition soon.
The number of times I've read here that the charts suggest this and now is a great buying opportunity. We've had a buying opportunity for two years now, but it never turns into an opportunity to make some significant profit.
Some major leadership and business model changes have been needed for a while. The self salesmanship and self-promotion needs to end, communication improved and a clear path into profit. This board would have been sacked by now in any decent size corporation.
Seamanp911 - you say: “Just seems ridiculously low now and a complete disconnect with the portfolio values.”
Not sure why you use the word “now”? It’s been like that for years. And there are several very good reasons why nothing’s ever going to change, unless Tek’s business model fundamentally alters.
Many on here heralded Lucyd’s IPO as a game changer. Which it was. Only not in the right way.
They then said Microsalt’s float would reverse Tek’s poor run & turbocharge the share price. It hasn’t.
Now we’re being fed some nonsense about AI (purely because it’s the latest buzzword) & are told THIS, Rodney, will turn things round for Tek & we’ll soon be millionaires. Most rational investors get the general picture by now. Tek simply hasn’t demonstrated with a single one of its existing holdings how to extract any shareholder value (other than to pay Clifford his overinflated salary & bonus). Until this radically changes, Tek continues to remain totally uninvestable in my book.
Agree CM , the only thing that stacks up for sellers is trust in the CEO or lack of it , we all see he continues to to pay himself handsomely and raises cash left right and centre with the outcome being a significantly undervalued company . I too have patience but recently changed my tactic around this . Just seems ridiculously low now and a complete disconnect with the portfolio values
I think that discount to Microsalt is a measure of the cynicism towards Cliff. I wonder what would happen if he said tomorrow he would take more of a back seat? Also would be interesting if Guident were to successfully come to market. Would then be even more undervalued.
I see it as emotional selling. People are getting annoyed. Personally i have a great deal of patience so i will just let it play out. It is at very good risk/reward here now, even for a cynic.
I think technical analysis needs to be given more leeway for illiquid nano-cap stocks.