Member Info for baf3

Currently TEK is valued at £18m

We have

Belluscura holding at £5.75m quoted

Lucyd holding £3.5m

so leaving less than £9m for

Microsalt

Guident Autonomus vehicle business

Guident shock Business

Plus an element of cash

Are we all sure you have to be kidding me

Excellent presentation last night.

Time to load up.

Cpr due very near term. It is very hard to see this not supporting a share price multiples of current price.

The cheap shares are going fast.

Interesting day ahead

Imho

The Netherland and Sewell report will be a very significant document still very comfortable with the risk reward down here. Investor meet the company will be interesting near term we have the report the assumption nothing is happening in the background and no one believes is a huge mistake imho

Pantheon has been manipulated down to a very low level to say the least. Shares often over shoot to the upside but the current over shoot to the downside across many companies is very much over done Pantheon upside is many multiples from here.

It will change at some point, The new chairman has come in and there has been a change is strategy which has pretty much been ignored. I don't know the chair but he has is clearly a sharp fellow. Pantheon have to change tac as raising significant money down here isn't an option .

So where does that leave us obviously tomorrow will reveal some more how much I am not sure but from such a low base a swift move up is likely as it has fallen way to far. As the plan becomes more apparent and we see elements of funding/farmout/sales hybrid deals it will fly from here.

I come from a point that they do have commercial oil which Netherland and Sewell should confirm and back up

Will they get it out yes I think they will the biggest question is what percentage will they have of it when the do.

One good well result changes everything

One other party believing it and investing and the whole thing changes

The number is so large only 10% of what they have at $5 is likely to be $1b circa 10 bagger. Ultimately risk reward from here is compelling. I suspect they will ultimately hold in the order of half what they currently have someone will move it along at some point and both will exit at a decent profit from here.

IMHO

40p share price would equal 7% dividend that's about where this should be IMHO

Https://www.ajbell.co.uk/markets/ipo

Panr has to be long with current plan CPR and potential bid inho

Once the Netherland and Sewell report is out Panr and the market will have bankable numbers. Currently the company is for sale at chump change for the big boys. Yes it's early stage but at current levels it has to he tempting to make a bid. Similarly a strategic investment in Pantheon at a half sensible valuation would be a wise move. Imho

If they get funded for say 3 wells on day one the risk profile reduces dramatically. I don't see us getting that far to be honest this is ripe for a take over

Looks like they have a road map and you can see this moving quite quickly. CPR-Reserve led funding-continuous drilling.

Massive upside from here interesting few days ahead

Similarly I don't have a feel for the value of the contract but it won't be zero. Lucyd currently up Tek down doesn't make sense mind.

I did find this part of the announcement interesting

Lucyd Eyewear via the Lucyd app provides powerful AI assistance with many travelers need, including real-time translations and the ability to learn about significant points of interest in any city worldwide. Any vacation or business trip can be made a bit more convenient and enjoyable with Lucyd.

Realising the opportunity at current levels is key. Several of the biggest oil services companies have acknowledged this as a world class discovery. Will Netherland and Sewell follow suit. If they do game on

Given Alkaid's percentage of Pantheon overall potential recoverable reserves the impact on share price is interesting to say the least.

Given previous external commentary surrounding Theta west and being 4th biggest discovery last year it does make you wonder where the share price goes when the light gets switched back on.

Having fully researched Pantheon for longer than most I am unmoved by the negativity and current price is one of the best opportunities I have ever seen. Just hope we don't get bought out too soon.

Webinar tomorrow link below for anyone who hasn't registered

https://www.bigmarker.com/share-talk/Pantheon-Resources-Shareholder-Presentation-June-2023

It will be very interesting to see if we get the Netherland and Sewell report.

Everyone has a view on Pantheon FWIW it looks ridiculously cheap down here in my opinion.

Things can change very quickly here

This is a huge deal for Lucyd and explains the large capital raise. This will propel Lucyd to the forefront of the mass smart Eyewear space. TEK looks cheap given this news

Gabriel Castaneda, Ph.D.

AboutAbout

Experienced manager with a demonstrated history of working in the telecommunications industry. Skilled in business development, telecommunications, and customer support. Efficiency-focused management professional with experience in supporting critical projects, deployments, technical resources, and IT/technical troubleshooting.

Strong information technology professional with a Doctor of Philosophy - Ph.D. focused in Artificial Intelligence from Florida Atlantic University, and completed the Advanced Certificate for Executives in Management, Innovation & Technology program at M.I.T.

Dr Gabriel Castaneda, Ph.D.Another is another top draw professional working within one of our companies IMHO

The Bs brigade for whatever reason completely miss the point. It isn't about the value of the grant.

It is the infrastructure the collaboration between Gident Space Florida and Novelsat creates.

This should allow autonomous vehicle monitoring world wide in all locations even remote locations. This is hugely powerful and an amazing endorsement of Guident.

Everyone can have their own view but Tek owns of 90% of Guident I suspect Guuident is worth more than TEK market cap imho

Guident to be working with Space Florida puts things in to perspective as to where Guident sit in the autonomous vehicle business. To also receive a grant is excellent news.

Space Florida is an unquestioned leader nationally and internationally in the global aerospace industry. Florida consistently ranks in the top five U.S. states for aerospace industry employment, with more than 132,000 employees in 2011. More than 11,600 aerospace-related companies call Florida home, contributing $17.7 billion in revenues to Florida’s economy.

Th B S brigade are very busy this morning.

We will see in the fullness of time what each asset is worth.

My personal opinion is as follows:-

Microsalt is going to be worth telephone numbers.

Shock absorber business is under everyone's radar but one contract with a major and the whole perception will change.

Guident current visibility of orders makes it hard to value but the scale of the market and the technology is likely to have a significant value .

Lucyd size and scale of the market is huge, reviews for the new range are excellent as the tech filters out in to other brands orders grow significantly. Most don't seem to get Lucyd but still comes back to why wouldn't you have an audio option in your glasses when they are priced to none audio. Time will tell.

Belluscura Product is excellent market is long term they just need to increase sales at current valuation it looks cheap to me.

TEK at circa £20m looks very cheap to me.

CEO and management are top draw in my view.

Loads of BS what are they using to reduce the sodium content?

Avoid?