Member Info for baf3

Funding news with offtake agreement, debt funding or farm out could see this spike to a tune, sitting short isn't a good place to be at this time

Shocks are currently in at zero value, I suspect it is higher than that

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

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

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

The big question is a 60% discount to NAV?

Answer NO!

current share price is simply way to low in my view

No they haven't banked any profits on Microsalt at 43p, like some would wish for, they rather hold at 87p sale price adding £14.5m+ plus warrants profit to the underlying value of TEK.

Make as much noise as you like TEK is less than 40% of NAV before we get to Microsalt upside

As for Microsalt is a truly stunning asset buying and holding is the answer in my view

Net Asset value circa 2.5 time the share price. circa 25p v 10p

Share price has been held back due for need for funding, funding is now complete.

This will move ahead quite quickly in the near term

Interesting list of exhibitors:-

https://www.gulfood.com/exhibitors

Https://twitter.com/MicroSaltPLC

We're currently at Gulfood - The World’s Largest, Most Trusted F&B Sourcing Event in Dubai, immersing ourselves in the latest insights and trends shaping the global food industry

At the point where the market values a company at half of NAV share price won't long great for a holders perspective. If you are buying then it is cheap in my view. Microsalt is currently valued at more than the market cap. 10m+ Belluscura shares 5m+ Lucyd shares have a value but Guident and Revive have very significant upside.

All of the above still leaves TEK at 50% of NAV. Over 77% of Microsalt is an stunning asset given the size and scale of the market.

Interesting times ahead for TEK

IMHO

They won't maintain the inheritance tax benefits of AIM if they move to us listening. A lot of very long term shareholders will be ignored if this happens. Mr Hobbs seems to regularly infer that this will end up on the US market very disappointing if they don't maintain dual listing. Imho

Pantheon has very strong momentum at the moment. In my view the shorter's have made a big error with regards the assumption that there will be a large dilutive raise. Any farm in on sensible terms and you wont be able to buy this below 50p. Interesting few weeks ahead as shorts are going to get squeezed IMHO

If we are get 90p as a capital return I wouldn't be averse to them liquidating/selling lots of cheap stocks around IMHO

It really is quite simple if you believe they have the oil and they will get it out this is the bargain of the century. If they gain funding using traditional valuation methods even more so and to a tune.

A lot of money to be made for longs in Pantheon in 2024 IMHO

More oil, cheap cost, negates impact of farm out fantastic news

Looks like we should see a shift up from here and a bid for the company and or its assets in due course. IMHO

Microsalt on Amazon

Microsalt 40% Less Sodium Salt, Regular Salt Substitute, Seasoning Salt for Snacks, Full Flavor, Less Sodium, 170 g. https://amzn.eu/d/4kZQzS5

No new shares coming on to market from bond shorters look to be in trouble again off we go upwards imho

Just took time to re watch the presentation if you listen to the underlying tone and detail for any investors prepared to wait the upside is truly compelling. Imho