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No expert on patents but they're certainly signally the intent for global domination (I'd imagine more to head off competitors undercutting the price) 15 years. That's decent.
GLA
Series of decent buys , MMs kept the price down well as usual ....News tomorrow???
Someone has been buying in big quantities late in the afternoon.
I was rereading Agricore's blog post about Microsalt from 2nd February in which he was suggesting that Revenues and earnings for 2024 could be as high as £80mill and £25mill respectively. While it is difficult to really get a true picture of order size i do think i have underestimated Microsalt. To get 0.5 tonnes per hour for just one line of Customer D as an initial really does open your eyes as to the scale of what is possible. Being on the inside of such massive companies like Pepsi(?) is advantageous because you don't need to go out trying to make new sales. Just need to expand it to the rest of the hundreds of lines within the company.
The only risk i can see is if sales of the new Pepsi product were to be hit. However, i tend to think that any negative impact would have already shown up in customer tasting. Thus, when we get those first orders complete and they are a success the expansion phase could really be extraordinary. The question you would have to ask yourself at that point is why wouldn't every food/drink manufacturer in the world not use Microsalt?
From the SP Angel report released today, some interesting new info on the new AI project:
"Tekcapital wishes to make an early-stage Gen AI investment, most likely in the UK. This investment will take the form of providing both strategic capital and operational support. Investment will be focussed on target markets where AI offers the opportunity to automate, improve productivity and streamline operations of an existing service business. • Advisory Board: Tekcapital will be assisted by a team of experienced individuals including Dr. Russ Salahutdinov, a former director of AI at Apple Inc, Alexander Mordvintsev, a world renowned senior research scientist at Google LLC and inventor of Deep Dream, and Lord David Willetts, chairman of the UK Space Agency. "
Harald is in the Know Baf3…..and expert in his field, previously holding very impressive senior positions . I am hopeful ……but there will be voices on this BB who (in the absence of information and expertise in this niche field) will only articulate the risk (and lack of current earnings ) without the upside
Shocks are currently in at zero value, I suspect it is higher than that
In the dark in terms of whether the shocks are going to be successful …..we know the proof of concept testing was a success ….and then silence
I know it just had 500k,but just wondering how much more,and am i right in thinking that bell lucy and salt are fully funded,many thanks
Not so sure we are in the dark we have clear visibility of NAV AT 2.5 times the share price. You could argue that share prices of the relevant holdings reflect a risk and reward valuation at this time.
One thing is for sure if Guident and Microsalt achieve what I am expecting they will each be multiples of TEK's current value
A licensing deal on the shocks absorbers would also likely transform the funding situation 🤞….i appreciate on the surface there seems not to have been progress on this front . But , the creation of the subsidiary (Revive energy solutions) hopefully points towards expected positive development…….coupled with Harald’s impressive cv ….
One thing is for sure , nobody on this BB can assign an accurate probability of success …we are well and truly in the dark !!
If microsalt does what we think it might, it may well solve all these funding problems.
If it's £2+ next year for example, and TEKs holding 30 million shares, they can just sell a million everyone now and then. Won't make much difference if the SP is ascending. Could more or less fund everything going forward
Note is interesting to say the least, personally I have a strong view that Microsalt valuation will be far in excess of SP target and is currently circa 77% of their target valuation based on current Microsalt share price
Not registered, so can 't read it but even at 40% of NAV that's 30p so I like It !
Thanks for posting TI
Https://x.com/research_tree/status/1764579080744091995?s=46&t=3ZXXBCVHIGL6AqCk1d1HSw
I keep seeing the comments regards CEO/uuninvestable if that is you view no one is stopping you selling at which point you don't need to stop all your time posting on here.
an alternative view might be that TEK have done an incredible job of holding on to over 77% of Microsalt and 100% of Guident.
Valuing TEK at 40% of NAV is an insane discount in my view and very happy to add and hold until value plays out
Totally agree and wish I had the forethought to have done the same at 17p.
Clifford cannot be trusted. I sold out the last of mine at 17p. I own Microsalt directly. TEK get used as a piggy bank for inflated wages and has a history of terrible placings. Every time good news comes out a few times in succession you know the next placing is being lined up. Sure enough the same thing happened again. The price now needs to go up 60 or 70% to get to where it was recently. TEK is uninvestable and will remain so until a competent CEO is brought in.
Puma33 - you've missed my point (so apologies if my last post confused the issue).
What I meant to say is that not so terribly long ago, Topcatz confidently predicted Tek would smash its way upwards, leaving the 45p SP level trembling in its wake. The reality is somewhat different.
Badsterman - enjoy Tenerife. I always try to post positively when I feel a company is being well run and has decent short to medium term prospects. In Tek's case, my negativity is kinda justified by the share price direction over the past 18 months or so, no?
It never ceases to amaze me how some apparently keep the faith in Tek, despite the way it's currently being mismanaged. I almost reckon there'd still be a handful of posters confidently tipping it as a screaming buy as it fell into administration. Not that I'm suggesting that's even remotely likely. But you get my drift.
Come on Lolly,
Don't be a negative Nellie, it's the weekend and I'm off to Tenerife tomorrow.
Charts are good, news is due, we've just raised and Google says the SP closed up 6.5%!
It's all sunny in the Badlands. 🤣
I'll let you know for sure end of next week, or beginning of the week after. Still not confirmed so I'll stop banging on about it, just in case - don't need to be ridiculed for my predictions, even if this is a BB for doing just that !
I don't have those charts available for TEK so i will trust your analysis.
It would also coincide nicely with the rate easing cycle, the April seasonal effect leading up to the yearly earnings release, anticipation of a new more optimistic government, and against a general backdrop of undervaluation.
It 's too early to say and I don't want to get my hopes up, but yes, this particular analysis is based on moving averages. Can't say for certain because I have no idea what the SP will be next week but we're heading for a Super Golden Cross by the looks of it. Not that common and it's about as good as you can get as far as long term uptrends go. Only TEK can murder that sort of indicator but this time, if we get there I think we'll be good. It will bring technical traders in too and they'll buy on any news if the charts are right. That' s what I do elsewhere anyways. That's why you also see selling on good news sometimes. If the charts are indicating heavily overbought people will just sell. Helps you understand the big picture.
It's also bounced off the bottom of the channel (circa 10p) so although there are a few sell indicators going off, I think it's shaping up for a very good run and an uptrend.
Kind of ties in with everything that's been going on, has just happened and what's likely to happen (sounds like waffle I know)
Regards
Are you thinking of the moving averages TopCatz?
Well - He's not called loads of waffle for nothing Puma
Every BB has it's numpty. He's pretending he doesn't read my posts so please ask him for his chart analysis over the short term and where he thinks the SP is going....cue...................something about special dividends :)