RE: BELL now back up at 50. will take the sting out of some of those sells this morning.5 Sep 2023 15:26
Ultimately TEK is cheap v its NAV markets have been truly awful but it does feel like things are starting to re-rate. I still Bell is cracking value on a 12 month view which has further significant implications. Guident UK market has zero feel for what is happening in the Autonomous vehicle space it will catch up a some point. As for Microsalt lets see what happens with the IPO and what information comes out around their plans. I still have a view that the scale of the market is incredible IMHO