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I think Guident and Microsalt will make significant progress by Christmas but I suspect they will continue to make even greater progress through 2024. We are taking multi hundred million pound companies with these two IMHO

Tek is cheap at current price as you are buying close on 1/2 Nav
Results are irrelevant what you really need to do is value where Guident and Microsalt will end up.
Then current price looks insane imho.
Soon we should get some visibility on Microsalt current valuation with the ipo this mind is just the beginning for them.
Guident if/when the shocks go in to manufacture there will be a massive rerate. Similarly as more contracts come through we will see a big contract for monitoring at some point.

I will be sticking with Tek sadly the trend is to drop share prices after good news.
Lucyd Guident Microsalt and Belluscura just have to keep delivering on their growth plans investors keep taking advantage of low prices by end 2023 things will be very different than they are now imho

Looking at the posts it doesn't look like most have taken in what it is saying.
This is very positive for Pantheon SLB and Netherland and Sewell will interpret it this way. Imho

Lucyd are growing at a rapid pace in a huge market with a very low market cap given the scale of the market. Success case basis has massive implications for Tek.

Once Bell is £1.50+ you can consider dumping it.
Lucyd hindsight is wonderful but I would still sooner we hold it until they achieve what are capable of.
Microsalt and Guident same hold on to as many as we possibly can they will be both worth many multiples of the current market cap.
If you want dividends buy a dividend stock IMHO

BB you could take it as a huge positive with regards to the potentially explosive sales growth at Microsalt.

I don't think you can get away from the fact that the article highlights the fact that TEK is currently massively undervalued at half of Nav. A doubling of value on Microsalt is potentially conservative in my view. At some point very very soon TEK will rerate very significantly from here

I would tend to agree with Tivman in the sense that from TEK's perspective the bulk of funding should be done. No doubt Microsalt will raise funds on float but that won't be TEK.

All companies potentially have to raise funds at varying points in time. I would imagine Microsalt could potentially factor their debtors once the orders start rolling in which looks to be imminent.

I similarly agree with Investors chronicle that we are currently trading at half current NAV price. With all that appears to be going on with orders, float etc I suspect the NAV is likely to be somewhat higher.

Ultimately you either believe or you don't

FWIW I think TEK is the best Tec share around due to their position in the market with Microsalt, Guident and Lucyd the underlying scale of each of these companies markets is quite simply staggering. Time will tell I suspect we wont now have very long to wait.

Currently it seems the main view most have is to look at NAV v share price which currently stands at 30p plus. This is valuing Guident at $18m and Microsalt at $15m with Lucy and Belluscura at current share price

Imagine where this goes if
Lucyd achieves the $100m valuation.
Bellusucra delivers on its numbers
Microsalt floats and gets to £100m and similar for Guident

TEK down here is an opportunity you rarely see

Lucyd is a golden nugget in its own right I wouldn't be selling it below $100m valuation.

Current NAV is 30p+. I have a strong view that all of Tek's 4 holdings are significantly undervalued. Very happy to watch this play out thete are very large rewards for the patient investor. Wouldn't be at all surprised to see things escalate faster than many expect

Lucyd is a very smart product and sharp company. Most haven't cottoned on to this as yet they spend all the time trying to work out why Lucyd wont succeed rather than grasping what they have and their outstanding position at they head of the market. 100% they are at the very forefront of the smart eyewear industry. Generation 2 specs are light years ahead of the first edition and this is about to get a whole lot bigger with more styles collaborations etc. Market cap is $30m this is for nothing in the market space they are in roll this on 12 months and Innovative eyewear will either be bought out or multiples of the current share price. Fortunately TEK control and potential buyout with our large holding.

Hold very tight Lucyd will be more than current market cap of TEK very soon.

Aiming high I will take a guess why.

Quite a lot of investors don't know our Lucyd holding and many cannot spell Guident or Salarius so it is easy to see how they are unable to work out the value of TEK

TEK know the value of Lucyd and its not $3.40 per share it is multiples of current price. They are really starting to motor now expect more collaborations, safety glasses due soon. Lucyd shareholding will be worth more than our current market cap this year

Soon will be worth the whole of TEK market cap

Anyone selling simply cannot add up. Lucy rise is worth a 30% rise in TEK share price today currently up 3.2% absolute insanity

Tek should be mid 20's all day long, very tempting given Microsalt float flagged up for first half of the year

Effectively at current prices/valuations you are getting Microsalt and Belluscura for free

Staggering TEK hasn't moved increase is over 20% of TEK's current market cap