Member Info for baf3

People will look back at Tek I'm next 12 months and wonder how on earth did I miss such a bargain

You either believe or you don't. For those that don't good luck with your investments elsewhere. For me we have 2 worldy investments right place right time market won't be here for much longer buying below nav is simply insane

Low sodium ready meals will open alot of doors in my view

Agreed TIV it looks like it will go any anything to reduce salt gamechanger in my view investors and market asleep to Microsalt and Guident

The significance of the Presty ready meals deal has been missed by the market this is a huge market and does bring bread etc in to play. Question is does it also bring soups etc in to play. Microsalt scale and size of the market is beyond belief.

100% agree UK market is valuing business incorrectly at this time TEK is valued way below NAV. NAV is the correct way to value Tech stocks with such huge potential their IP alone is worth multiples of the current share price.
Guident appears to be close to some transformational deals.
Microsalt is expanding rapidly but those who see the potential for the salt shaker on every table, every restaurant in the world etc get it. Bread, Nuts Popcorn Crackers, ready meals the list is endless currently in our accounts at $7m we need to add at least one zero to this number

Hard to believe the owner of Guident is valued at £22m total, given the stakes they hold in Belluscura Innovative eyewear and Microsalt. This has an awful long way to run up from here

BOE has signalled the top of interest rates and it may be a while before the start to drop but next move should be down. Perfect time in the cycle to be buying

Things are moving at a pace for Guident will be great to see them present. Tek market cap so low at the moment simply too cheap at these levels

Tucking these away compounding up at over 8% is a no brainer. You are booking over an over 8%+ annuity. Once inflation drops and interest rates drop it will look a smart move. Still look forward to the day a royalty partner sells and we get the 20% premium and equity profit. Duke compounding these numbers up in the future is what its all about.

UK market is a shambles the market markets support the drive to the bottom sadly.

Microsalt is happening and will be worth many multiples of Tek market cap. Sounds like deals are close. Bring on the float then it gets really interesting I hope we can keep hold of a large stake this will be huge and is clearly expanding rapidly

Microsalt traction is currently being ignored by the market in the valuation of TEK capital. 176 leads from a single show is incredible . Counts for nothing until they convert but even a relatively low conversion rate would be significant to the company.

I just have a feeling we will hook a big contract soon you can see the momentum.

This really does make Microsalt like gold dust in the food industry. Market doesn't get it at the moment from an investment perspective it soon will do

Can't be too many left at 17p IMHO

There is always a point where the market wakes up just because the share price is down here doesn't mean it isn't cheap. We will see plenty buying at 50%+ above the current price and saying its cheap happens time after time.

I could argue that Microsalt is a must have product for the food industry as they have a duty to reduce the sodium content supported by Government commentary and likely legislation in due course. Microsalt will be in a very strong position post float to capture a huge part of this market. Some want to talk about dividend distributions but we should be looking to hold on to as much of Microsalt as we can as this alone will deliver multiples of the current share price.

As for the other great assets Guident is moving at a pace most don't understand it half can't even spell the name properly. Regenerative shocks in every EV car is an absolute telephone number in my view and we have this week taken a huge leap forward with the LOI these going in to production with a huge manufacturer is getting ever closer we own 100% of Guident. All before we talk of the remote monitoring business which in the UK we have no real feel for but its happening and eventually the penny will drop.
Lucyd float has been unfortunate from a share price perspective due to the company being shorted due to low free float fortunately TEK holds the keys to the safe so to speak. We have the new range which has been well received and the deals with key brands will kick in soon with more likely to follow. The shorts have to close at some point they may get a surprise depending on who the next collaboration is with.
Bell is an absolute gem of a company they have had to massively restructure the manufacturing process but this is predominantly done now. As ever the market will need to see the numbers and they are for free until it does. Once they are revealed share price will multiply many times over.
It is a weak market at the moment any rise is sold in to as with most stocks keep picking them up TEK's day is coming to a tune. We have some companies with incredible potential about to burst on the scene to coin a phrase IMHO

Cenkos note has them increasing Dividends. At current level over 8% compounding in a difficult market works all day long. I still look forward to the day when a Royalty partner sells their business and we get our 20% exit fee and profit from sale of shares in the Royalty company then we will see what Duke is really all about

While the market allows shares to be gifted at ludicrous discounts fairly simple keep adding and wait Microsalt IPO not too far away

A 4.25pm Friday positive RNS or suspension might well be of interest at the appropriate time

Trident really are going places the income from Thacker pass is a complete and utter game changer. Just a matter of sitting and waiting. I still have an expectation they can bring this forward to 2025.