Member Info for baf3

Once Guident is floated they shouldn't need to raise. in my opinion

Pharmhall you claim to be a Tek holder that's the good bews out of the way. Your portrayal of Guident will needs lots of cash shows you have zero understanding of the business. Ultimately its a software business with very low cap ex requirement.

Eventually people will work it out i guess. In the meantime excellent value shares currently available.

All in my opinion.

I don't miss your point at all. If you had listened to what the company has said about how they plan to fund the business going forward you wpuld realise you are talking rubbish

In my opinion

Same old 9% annual compounding quarterly. Excellent company

In my opinion

Confirmation of intention for Guident to IPO.

Currently TEK owns 70% of Guident and is the only place where you can Currently gain exposure to Guident.

All in my opinion

Buyers can just wsit let the weak holder drop the price and go again.

Once they are in sticky hands and weak holder has gone the fun will really start

All in my opinion

Lord. Guident has a very strong early stage business with fantastic management and huge upside.

Tek's holding is very likely currently to be worth the market cap of the Company.

Once investors fully understand the business you wont be buying tek down at these levels.

All in my opinion

Looks good value at these levels in my view

Https://tradewithestonia.com/auve-tech-signs-distribution-agreement-to-expand-in-u-s-market/

Https://www.globenewswire.com/news-release/2025/08/28/3140737/0/en/Guident-Achieves-ISO-IEC-27001-2022-Certification-Strengthening-Commitment-to-Cybersecurity-and-Data-Protection.html

Https://www.youtube.com/watch?v=1lJpMprvhiQ

For me Guident will be sold for several hundred million dollars at a point in time. That's when i want my special dividend not now.

Ultimately from the general comments investors have very little idea about what Guident is and the scope and potential for massively higher returns.

In my opinion

It has to be noted that buying TEK at the current price you are effectively getting Guidnet for free, Currently this is the only place you can buy Guident via TEK capital. In my opinion

Https://www.cheddar.com/media/autonomy-in-motion-guidents-vision-for-safe-smart-driverless-vehicles/

Guident is potentially a highly valuable company. Michael Tessler has presumably gone to Guident as he see's it as a significant opportunity. The likely scenario for me is Guident will expand rapidly and be acquired for a large figure. At which point TEK shareholders will get their special dividend.

In my opinion

Https://www.ainvest.com/news/guident-strategic-board-expansion-ipo-readiness-michael-tessler-leadership-expertise-positions-company-disruptive-growth-autonomous-vehicle-safety-sector-2508/

The IPO gets more exciting by the day in my opinion

Michael Tessler founded BroadSoft before growing the company to a technology and communications giant with 2,000 employees serving customers in more than 80 countries.

BroadSoft was acquired by Cisco for $1.9bn in 2018.

A repeat of this for Guident would be most welcome in my view

Hugely significant appointment in my opinion, very surprised this has moved ahead today

Some interesting info in RNS

One of the world's largest food, soft drink and snack manufacturers. Hugely significant in my view for all sorts of reasons .

While non-contractual, MicroSalt is confident in these volume projections which include a single new item, representing an addition to the Company's existing sales pipeline with Customer 3 and its divisions. The volume projections for this product (in North America only) indicate commencing rollout in Q2 2026 and resultant sales exceeding $5m in 2026 and expanding to $11m in 2027. Single item this is incredible

Microsalt Premium, initially targeting the quick service and fast service restaurant (QSR/FSR) market, has been expanded to include larger food service outlets, GPO's and school districts with a focus on readymade menu items. We continue to be in the final stages of consideration with a major fast-food company. Currently not in any forecasts.

2026 turnover at levels forecast should see profitability an awful to more time to bolt on additional sales for 2026

In my view

Any base rate cut today will add to Duke's profits and highlight the over 9% yield in my view