Member Info for baf3

First and foremost Justin stepping aside is fundamentally a bad move. Pantheon's executive chair has failed to deliver on his reserve backed lending and needs to accept full responsibility for this. The direction the company is going in with potential US listing is wrong in my view. Mr H is clearly not delivering value just look at the share price. He has delivered a binary event once again

Justin has been fundamental to Pantheon and without him we wouldn't be drilling this next well.

I don't know who has put Exec chair in situ but we are in a worse position than we were before.

Mario heading up Pantheon would be a far better call.

It is close to my time of exiting Pantheon

AIMHO

GLA

Lucyd have announced 2 further distribution deals in the last couple of weeks. Sales increases significantly last quarter this quarter will include a full quarters sales for Eddie Bauer range and Nautica then within a short time frame we will see safety glasses and Reebok launch. Lucy has a very low market cap and is ignoring the current underlying good news/growth imho

Posts are pretty woeful to be honest. Get a grip imho

Mine works an absolute treat has done for a long while now. Obviously Loblaws will have done their due diligence Imho

Lord's Ode to investing

When you put your left arm in, your left arm out

In, out, in, out, you shake it all about

You do the hokey cokey and you turn around

That's what it's all about

Imho

CM, it is good to see at least someone who paid attention to the interview. Our resident Flip flop brigade made a big mistake selling earlier IMHO

To say the share price is the only think that matters today is quite frankly horse manure unless you are a trader which is quite clearly demonstrated by the posts of the majority.

For me it is totally irrelevant until I sell. We have at least 2 incredible business in Guident and Microslt which will deliver stellar returns over time, if you can't wait simple sell and move on. IMHO

Yes it's been terrible lol. Microsalt going in to 2400 Loblaws Guident flagging up major collaboration as you say it can't get much worse.

Pre market Lucyd is up in Us so currently appears market has taken results as a positive. TEK's shares are valued $962k that is clearly an asset not a liability.

You can't have moaning about dilution and not acknowledging that Lucyd is not relying on TEK for funding in the same argument IMHO

Lucyd raised money in April and May hence the fall in percentage to 17%. Lucyd have strengthened their Balance are are funded for next 12 months. The good news is TEK are not needing to raise funds to fund Lucyd

Lucyd are massively undervalued IMHO and with a fair wind could be quite special even with a 17% holding

Interesting set of results from Lucyd. strong YOY turnover growth but quarter on quarter is down circa 20%. Gross profit meanwhile is up 8 fold quarter on quarter.

Eddie Bauer launched end of May and Windsor Eyes is likely to have had little impact in the quarter.

We have the Safety glasses looming large and Reebok launch soon. Relay chat is a gamechanger in my view and Reebok range is super cool.

Lucyd with a $5m market cap is insane given the technology and IP{ they own .

Interesting times IMHO

Why are you not confident we have at least 2 world class companies in Guident and Microsalt. From my experience the correlation between promotion and a sustained high share price is non existent.

Big news will come in due course and the share price will rerate. Both those companies will eventually be bought out and TEK shareholders will make a fortune imho

You must have your chart upside down TEK should be at least double current share price based on fundamental underlying net assets of 3 times the current share price IMHO

This was 45p a couple of months ago. We are now funded for one of the highest impact wells ever imho.

And the reason no one is buying is:-

Most UK P.I's are traders not investors

Currently institutions and pension funds do not invest in the UK. The prefer to invest in overseas stocks at Sky high valuations utter madness but that is the world we live in at the moment.

Government should make ISA allowance only available to investors investing in stocks listed on UK market and make gains on AIM shares exempt from Tax IMHO

Like many shares in the UK TEK share price ignores fundamentals of Net Asset value.

When I look at each of their investments they have huge upside potential.

Microsalt has the potential to be worth several £100m's with a 70% holding 33m shares in this business the implications for TEK are insane. I expect Microsalt to be bought out in the future by a major at a several £ per share valuation. Each £ per share being worth 16.5p per share and current share price circa 13p per share.

Guident is at the forefront of Autonomous vehicle monitoring. UK investors have very little perception of what this business does scale of market and where it sits in the market. Huge growth story happy to hold for the end game world class management team imho.

Lucyd recent presentation was mightily impressive a doesn't look a $5m business. One major contract transforms Lucyd

Belluscura intrigued to see their next number with 10m shares held wouldn't be surprised to see Bell rerate.

Everyone can talk it down as much as they like several of TEK underlying assets are world class Buy IMHO

That's what the market has delivered. TEK will always look a bad investment while it is valued at 1/3 of NAV IMHO

Excellent endorsement exciting times imho

Totally agree B2B is huge. I wouldn't mind seeing the income if the sale shaker ended up in every supermarket in the world mind imho

I have been using the salt shaker a good while now although it looks different to traditional salt in that it is fine the taste is perfect.

No issues with clumping. 50% less sodium same taste is an absolute no brainer it is more healthy so why wouldn't you.

2400 Loblaws stores is huge lets hope there is further rollout across other supermarkets

IMHO