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No they haven't banked any profits on Microsalt at 43p, like some would wish for, they rather hold at 87p sale price adding £14.5m+ plus warrants profit to the underlying value of TEK.
Make as much noise as you like TEK is less than 40% of NAV before we get to Microsalt upside
As for Microsalt is a truly stunning asset buying and holding is the answer in my view
Interesting list of exhibitors:-
https://www.gulfood.com/exhibitors
Https://twitter.com/MicroSaltPLC
We're currently at Gulfood - The World’s Largest, Most Trusted F&B Sourcing Event in Dubai, immersing ourselves in the latest insights and trends shaping the global food industry
At the point where the market values a company at half of NAV share price won't long great for a holders perspective. If you are buying then it is cheap in my view. Microsalt is currently valued at more than the market cap. 10m+ Belluscura shares 5m+ Lucyd shares have a value but Guident and Revive have very significant upside.
All of the above still leaves TEK at 50% of NAV. Over 77% of Microsalt is an stunning asset given the size and scale of the market.
Interesting times ahead for TEK
IMHO
They won't maintain the inheritance tax benefits of AIM if they move to us listening. A lot of very long term shareholders will be ignored if this happens. Mr Hobbs seems to regularly infer that this will end up on the US market very disappointing if they don't maintain dual listing. Imho
Pantheon has very strong momentum at the moment. In my view the shorter's have made a big error with regards the assumption that there will be a large dilutive raise. Any farm in on sensible terms and you wont be able to buy this below 50p. Interesting few weeks ahead as shorts are going to get squeezed IMHO
If we are get 90p as a capital return I wouldn't be averse to them liquidating/selling lots of cheap stocks around IMHO
It really is quite simple if you believe they have the oil and they will get it out this is the bargain of the century. If they gain funding using traditional valuation methods even more so and to a tune.
A lot of money to be made for longs in Pantheon in 2024 IMHO
Looks like we should see a shift up from here and a bid for the company and or its assets in due course. IMHO
Microsalt on Amazon
Microsalt 40% Less Sodium Salt, Regular Salt Substitute, Seasoning Salt for Snacks, Full Flavor, Less Sodium, 170 g. https://amzn.eu/d/4kZQzS5
Toccataz so much irony in loads of BS posts you can't blame the markets or anything going on in the world its all your fault and the Ceo ofcourse for advising everyone to buy.
Lesson 1 invesing for Dummies never take investment advice off a bulletin board.
Lesson no 2 never trust a loan shark or a shorter i lol mho
Question Loads of is it right H & T Charge an APR of 155.8% if so how do you sleep at night.. imho
Happy to run these conversations on H&t board going forward if you like.
TEK saves lives what are great ethos inho