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The fundamental mismatch in valuation is insane. The general lack of foresight as to the value of Guident is a opportunity for those that see it. Look at the market cap's of companies operating in this space in my view

Autonomous vehicle companies

From sources across the web

Tesla

Founders: Elon Musk, Martin Eberhard, Marc Tarpenning

Pony.ai

Waymo

Founders: Sebastian Thrun

Cruise

Founders: Kyle Vogt

Nvidia

Founders: Jensen Huang, Curtis Priem, Chris Malachowsky

Aurora

General Motors

Founders: Charles Stewart Mott, William C. Durant

Aptiv

Baidu

Founders: Robin Li, Eric Xu

Buses and shuttle buses airport Buses Cars Taxis Military Vehicle Teactors all around the world the scale is unreal in my view

Compounding at 10% is golden in my view

This is going to explode when the market wakes up in my opinion

Significant step in to monitoring of buses Guident is going to be a very exciting float currently valued at less than zero in Tek's current market Cap in my view

Tekcapital Plc (AIM: TEK) the UK intellectual property investment group focused on creating valuable products that can improve people's lives, is pleased to announce that its portfolio company Guident Corp. ("Guident") has partnered with ADASTEC to teleoperate an SAE Level-4 autonomous electric bus on the campus of Michigan State University (MSU). Level 4 autonomous vehicles (AVs), according to the SAE J3016 standard, are considered highly automated within defined operational design domains. This means the vehicle can drive itself without human intervention within specific geographic areas, road types, weather conditions, and speed ranges.

Waymo paid rides per week

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AI Overview

Its happening already at scale in my view

Waymo, Alphabet's autonomous vehicle company, has reported that it is delivering over 250,000 paid robotaxi rides per week

Stat I am sure a few long term shareholders will have a view on value of Guident but the general market in the UK i suspect has little or no idea on Autonomous vehicles as its something from the movies whereas in the US it's happening and happening big time. Once floated the herd will come to Guident and TEK in my view

Very relaxed with Tek at the moment they are massively undervalued v NAV are cashed up and have Guident IPO looming large. Guident is floating in a very hot sector and is currently has a modest valuation within TEK accounts especially given we are valued at half of NAV. One large contract with a major and the market cap of Guident would be a very large number. The IPO clock is ticking once announced TEK will motor sharply higher In my view

The turnover growth from a standing start is very impressive. An AI business tending towards profitability in year 1 is incredible. Rerate on the way in my view.

Given the buys to sells very surprised this isn't a lot higher in my opinion

Massively undervalued in my view

https://www.proactiveinvestors.co.uk/companies/news/1072409/emv-capital-reports-strong-2024-growth-eyes-expansion-with-new-fund-launch-and-deep-tech-focus.html

20k shares traded 2 x more buys than sells kind of says it all.

$972,364 cash at December $415k banked in march from orders

Administrative expenses were $904k, made up of $120k of Director and staffing costs (of which $88k related to the Directors remuneration), $59k of exchange losses, $65k of audit fees, $54k of amortisation on intangible fixed assets and $359k of share-based payment expenses. Marketing and advertising costs amounted to $52k with marketing campaigns launching post fundraising in December 2024.

Non cash $59k exchange rate losses, $54k Amortisation and $359k of share based payments .

Cash isn't running out in my view actual cash expenditure $432k in just over 10m

When you consider the IPO costs are one off and in the numbers and they have orders of over $400k in 2025 the cash position will likely by at least the year end figure. Genip is doing very nicely in my view

Kas interesting comment I have been thinking along similar lines it wont take too much more to clear through then it will fly to 10p. 8p wont be available for long to buy in my view

Short answer no more before Guident IPO its relatively close in my view

2 billion servings in the US alone

FWIW I think this is an excellent entry point to Microsalt they are clearly ramping up turnover and have some large potential customers circling for the French Fry market 2 billion servings per annum is their addressable market for French Fries alone. In my view once these orders are confirmed Microsalt will be multiples of current price in my view

Guident IPO is a game changer in my view

Guident and Microsalt are likely to be taken over in the future I expect that this is where te special dividends will arise. In my view

Personally I think they have a long way to go to steady the ship, questions for :-

1) We have to bridge a huge gap between the hat bravado and todays result.

2) We had 7 zones all independent to test we ignored 1 zone spent ages on a lower zone and then raced through the rest and not actually testing 3 other zones

3) What is the current cash position

4) Do you have enough money to drill the next well given the significantly higher overhead the business carries

5) Todays result confirms the exact reason why an equity raise was 100% always the call over debt

6) With eSeis and all the experts and data how can you be so far out with your expectations

7) We have firmly laid the blame on the old guard and how we should do things better. How is this any better it seems far worse?

8) How are we going to fund the debt.

9) How can we be confident the next well will flow given how inaccurate we have been in the expectations for this well

My confidence in top line management is shot

All in my view