Member Info for baf3

The decision to head for the exit door very much depends on your view of Guident and Microsalt. Heading for the exit at 17-20p may prove to be a huge mistake if one or both of these hit a $200m+ market cap both have the potential to do this and some in my view

He holds a total of 13,318,181 Ordinary Shares in the Company. I very much doubt he would be adding if he wasn't confident in the underlying business

Wouldn't want to be out of TEK atm.

Guident IPO is transformational for TEK in my opinion

Good luck to all holders.

Being embedded in to all future products with world major food company is an stunning RNS. Once they are in the products its revenue for years to come and at scale

In my view

Someone is hoovering up any stock available

Run the puzzle forward to the end of the rainbow assuming Guident gets sold for £100m

Investment in Guident doubles

TEK market cap doubles on Guident holding

You get Microsalt and any other asset for free on top

Very little TEK stock around ahead of Guident IPO this may well break out

Strong IPO for Guident 20p is a very realistic price for TEK

Long term Guident and Microsalt are likely to be bought out at significantly above current valuations at which point TEK could massively out perform the individual companies

Guident is a huge event from Tek's point of view this could easily be a multi hundred million dollar business

In my view

Last broker note I saw which was a fairly recent one post raise was using 38.5% which is why this starts to get interesting

In my view

With Guident IPO so close a little surprised we are sat down here, I suspect the wider market won't be aware and will wake up once the RNS hits

In my view

Company appears to be gaining real traction

2024 $750k

2025 $2,100k

2026 $7,000k forecast with indicated numbers from key customer

2027 $15,000k forecast with indicated numbers from key customer

Between now and the end of 2027 there is an awful lot of time and opportunity to add more sales and customers. Looks a decent buy in the growth cycle

In my view

The short timeframe to listing will see this nove up significantly in m view aa you will see traders take a position.

I dont think there will be many sellers down here.

Intersting times in my view

Very interesting in my view

Off we go again hold tight

You wouldn't want to be buying when good news is out as this will mad

In my view

This has a very good chance of being one of the best performing shares of 2026 in my view

Points out £1.36 price target. This ignores the recent very good news

EMV Capital

Recommendation price: 48.1p

Current price: 57.5p

Technology company adviser and investor EMV Capital

EMVC

5.26%

performed strongly at the end of the year. A presentation on 1 December concerning investee companies Wanda Health, a remote patient monitoring technology developer, and DeepTech Recycling, which has developed plastic recycling technology, helped attract attention to EMV Capital and boost the share price.

Wanda Health subsequently raised £860,000 in a funding led and syndicated by EMV Capital. Annual recurring revenues could exceed $5 million (£3.7 million) by the end of 2026. The 16.5% stake held by EMV Capital has a value of £1.7 million, up from the £1.5 million valuation at the end of June 2025.

The key second-half transaction was the purchase of assets relating to the XF drug platform from the administrator of Destiny Pharma via a new subsidiary for up to £2.475 million. The XF platform reduces the chance of bacteria becoming resistant to antibiotics. This is something that is already well developed with millions of pounds invested.

Sector Screener: a review of 2025 and look ahead to 2026

Shares for the future:addressing the oldest investment sin

The initial consideration is £475,000 and the rest depends on the launching of a phase 3 study in the US and regulatory approval, plus receipt of a potential milestone fee relating to a Hong Kong agreement. The deal is funded by a three-year term loan with 100% warrant coverage. EMV Capital led an Enterprise Investment Scheme (EIS) fundraising to provide working capital of £725,000. EMV Capital will own a 43.8% undiluted stake in the acquisition vehicle for a limited cash cost. Third-party investment under management will have a value of £1.3 million.

EMV Capital assets under management (direct and indirect) were £104.7 million at the end of June 2025, which is a rise of 6%. At the halfway stage the value of the directly owned portfolio increased from £37.7 million to £38.6 million, despite the share price decline in Nasdaq-quoted PDS Biotechnology. There is a spread of healthcare, renewable and technology investments.

Core revenues improved 5% to £1.04 million in the first half. EMV Capital is moving towards covering its overheads with its income from advising and raising money for companies, plus fees from managing funds.

There is still plenty more value in the portfolio. The timing of any gains is always difficult to predict, though. Still a long-term buy.

In my view

This week would be a good time to hit the ground running.

Guudent with the additional funding and publicity should make a big impact in 2026

In my opinion