Member Info for baf3

No

All this ignores that Guident will likely fly on float in my view

Assets increased 37% with Guident float still to come. Buying TEK for Guident float on a more than 50% discount to NAV looks like an incredible opportunity in my opinion

Howard the other question is what do we think Guident will be worth as a listed company on the Nasdaq in my view

Best wait for the audited results Steve, if you do this when Guident floats there is a very high probability you will miss the boat. In my opinion

The numbers for all companies will be clearly visible at some point this year. It looks like the market is assigning little value to Guident I am very skeptical that this is correct

In my opinion

I must admit I am not sure UK investors are grasping the size of the autonomous vehicle monitoring market:-

The autonomous vehicle monitoring market is expected to grow significantly in the coming years.

Autonomous vehicle market

The global autonomous vehicle market was valued at $42.37 billion in 2022.

It's expected to grow at a compound annual growth rate (CAGR) of 21.9% from 2023 to 2030.

The market is split into passenger cars and commercial vehicles.

The passenger car segment has the largest share of the market.

Autonomous vehicle sensors market

The global autonomous vehicle sensors market is expected to increase to $32.29 billion by 2034.

It will register a growth rate of 12.49% between 2025 and 2034.

The market is driven by the use of LiDAR sensors for road asset management.

Autonomous and sensor technology market

The market size is projected to reach $55.25 billion by 2030.

It's expected to show an annual growth rate of 12.61% from 2025 to 2030.

ADAS and autonomous driving component market

The market size was valued at $33.5 billion in 2024.

It's projected to reach $83.6 billion by 2032.

Factors driving the growth of the autonomous vehicle market include AI, connectivity, and sensor capabilities.

Take a look at the company below and their valuation

https://news.crunchbase.com/transportation/applied-intuition-valuation-autonomous-vehicle-startup-funding/#:~:text=Logistics%20%E2%80%A2%20Venture-,Autonomous%20Vehicle%20Startup%20Applied%20Intuition%20Hits%20$6,After%20$250M%20Series%20E&text=Autonomous%20vehicle%20software%20developer%20Applied,Catalyst%2C%20BOND%20and%20Human%20Capital.

More than happy to buy TEK for this float.

In my opinion

25p NAV is a great starting point and certainly suggests a 9.5p share price is on the low side. Guident float offers significant upside this is a very low entry point in my view

One decent piece of good news and these will rocket. In my opinion

Tek sold a chunk of Belluscura to fund Microsalt looks good move. In my opinion

Cut in base rates will add more to Duke profitability

In my opinion

I guess the warrants pricing is an indication of where they see this going. In my opinion

The warrants on exercise gives the company over £5 million which is a huge positive in my opinion

Stunning result raise at full price incredible news in my opinion

All gearing up very nicely Guident's IPO is going to be huge. You can either get on the bus early or later at a higher price. In my opinion

At 80p it is still a 10% yield with likely additional surplus cash returns and Nav is over £1 this has an awful long way to go. Next update and dividend will be very interesting in my opinion

Why would anyone be selling they recently stated profitable by end of year this is stunning given the market cap. If they mad a profit of say £1m next year where would that put the share price p.e 20+ imho

Cord Pot and kettle springs to mind. I think we should make new visitors of your underlying negativity towards Genip to allow the readers to rightly question your motives also.

There is very little free float available but underlying market cap is very low given the recent trading updates which have been very positive. If this growth continues the business will be profitable in the near term given it has very low overhead.

Looking forward to the next trading update

In my opinion

Better than a mere 1k of sells and 20%. This is going to get very interesting very few free float shares available imho

Amazing Microsalt goes up 10p over last few days worth £3.3m to TEK and no one says a word.