Member Info for baf3

Worth a read

https://commercialobserver.com/2024/04/what-tech-company-wants-office-guident-harald-braun/

No brainer buying at under half of NAV at least someone can add up in my view

Let's see how easy it is for those who sold and want to get back in. Any available volume soon disappears

Patience is the key here when news comes it is likely to be big and fundamental it will be impossible to get in with any volume. Market cap is currently very low given the size and scale of the market watching very closely as current price is tempting in my view

Microsalt and Guident will see this hit multiples of 18p in my humble opinion

Never look a gift horse in the mouth as the saying goes

Lord agree investors hold for long term very significant rewards. I'm in this for 5 bag +++

It really is time to stop and think a little. We have the BS brigade banging the negative drum but really if you think it through it doesn't make sense.

Currently we are sat at less that 50% of Nav this is quite simply wrong.

Selling Microsalt at 43p placing price would have been stupid as current price it is close to double plus the warrants profit.

Realistically I'm not in Tek for an 80p Microsalt share price once the deals come through it will be many multiples if that figure and TEK at 9p will look like one of the best investments going.

Time for TEK holders to stand up to the BS brigade. This is absolute bargain Buy In my humble opinion

Guident fund raise will be a valuation that is for sure but those investing will be expecting to make money from their entry point. Guident and Revive are very significant holdings for TEK.

Totally agree Mr Hobbs has referred to US listing on several occasions and seems out of touch with the impact for UK shareholders. This is poor in my view Pantheon need to maintain a dual listing period.

Facts are share price is currently less than 40% of Net Assets Value insane discount. Given TEK's assets the share price should be at a premium to NAV. If folk don't want to buy at these levels so be it, seems UK investors have great difficulty adding up in my view

Currently share price is 40% of NAV this is a key indicator in my view.

We get a very special dividend every quarter I think they will leave it where it is and reinvest to generate higher returns

Trough feel free to increase your short

Just for context this is what Pantheon actually said

antheon Resources plc (AIM: PANR) ("Pantheon" or "the Company"), the oil and gas company with a 100% working interest in the Kodiak and Ahpun projects, collectively spanning 193,000 contiguous acres in close proximity to pipeline and transportation infrastructure on Alaska's North Slope, confirms that it is in discussions with stakeholders about the potential to supply natural gas to consumers in South Central Alaska. There can be no guarantee that these discussions will lead to definitive agreements and the Company's planning basis continues to rely upon reinjection of all hydrocarbons that cannot be exported through the Trans-Alaska Pipeline System ("TAPS") main oil line.

Market hasn't remotely cottoned on to this news lets wait to see what happens if/when an offtake is announced. The volume of shorters posts is accelerating desperation grows this could easily multi bag in my view

It really isn't that difficult Duke say profit

Headline cash consideration of €11.4 million,

From 2021 RNS with initial investment

-- The EUR10 million royalty is a 30-year senior secured financing, with monthly payments commencing immediately in July 2021 on Duke's typical investment terms.

This massively adds value to the Microsalt business in my view

Effectively potential offtake referred to earlier , this could be the key to unlock Pantheon's huge value. Wouldn't want to be short off take would be transformational shorter's closing would force this to multiples of current price. Interesting times in my view

Pantheon assets have just gone through the roof hold very tight

Not surprised to see buys coming in this is a good piece of business for Duke and an ideal way for shareholders to take some cash off the table. This should add significantly to Duke's capital appreciation