Tmt Investments Share Price (TMT)

The company just posted a podcast on its Linked In

https://www.linkedin.com/posts/tmt-investments-plc_fintech-scaleup-tmt-activity-7445097373971746816-KXbB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAgEQABpDJvtfbJKMfzG7HJzpbmxL2vuYI

https://ukinvestormagazine.co.uk/selecting-leading-edge-ai-and-technology-companies-with-tmt-investments/

🚀 15 years investing in technology companies 🚀 - Alexander Selegenev, Executive Director at TMT Investments charts TMT’s growth, exits and outlook in this wide-ranging podcast with UK Investor Magazine.

✅ The first 15 minutes cover the why and how of TMT’s admission to AIM, the reasons for its outstanding 14% IRR since inception and day-to-day operations, and how TMT combines AI-driven as well as AI-resistant companies in its portfolio. Reviews TMT's largest investments including Scentbird, the fast growing US fragrance and wellness retailer with 1m+ subscribers.

👀 This is a valuable, in-depth podcast for long-term shareholders as well as recent and future investors

👉 Listen here 👉 https://lnkd.in/eMBKpvg9

In more detail:

🎤 21:10 How TMT got ahead of Meta. TMT’s investment in Scale AI prior to Meta’s ~$14.3 bn investment into Scale AI

- TMT’s investment into Praktika.ai (AI-led foreign language learning with avatars)

- How to hedge investments into AI

- The rationale for investing in mega cap AI companies such as Scale AI. Scale AI is one of the world’s largest AI data infrastructure provider.

- Hedging the AI bubble

🎤 27:10 TMT’s investment in Bolt, partial small exit from Bolt in 2025, potential IPO

🎤 31:10 TMT’s approach to valuing technology companies and write-downs focussed on writing down companies that are not performing. TMT continues to apply a highly prudent approach to valuing its portfolio investments and therefore regularly reviews and writes down investments that are not showing the progress the Board believes is required to justify the previously reported valuation level. In line with this approach, TMT partially or fully wrote down the value of nine of its investments during the period.

🎤 33:50 TMT’s pipeline of exits and its strategy to recycling capital into new investments, and the recent partial exit from Spin.AI

🎤 37:24 TMT’s new investment pipeline, opportunities TMT is currently reviewing

🎤 38:55 Additional future share buy-backs or special dividends?

🎤 40:50 TMT’s shares are currently trading at a 60-70% discount to Net Asset Value (NAV). What is the market missing?

🎤 45:15 Valuing private assets and assessing the quality of TMT’s portfolio

🎤 47:14 80% of TMT’s portfolio value is based on mid-market price, or cost or price of recent investment

🎤 47:36 What does success look like for TMT?

📈 Quoted on the Alternative Investment Market (AIM) of the London Stock Exchange since 2010, TMT manages a globally diversified investment portfolio of over 50 companies, focused primarily on Data Platforms, Enterprise Softwa

Https://www.londonstockexchange.com/news-article/TMT/final-results-and-notice-of-agm/17516108

Can't see anything here to be worried about. If anything it only reinforces the hidden value we have here for the patient investor.

Not the biggest buyback out there but every little helps. Should see the NAV per share rise around 1.3%.

I saw somewhere an offer to buy into BOLT through EIS or VCT. It indicated that this was an early stage investor looking to sell.

The deal price should give another rerate in the NAV.