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You surely have to deduct a fair chunk for Cliff though. I am not sure how much but he is a big deadweight.

Cliff was pretty desperate for the cash last year. I wonder who at Microsalt engineered the payment.

TEK should be bought out. That is what happens when you have incompetent/untrustworthy management who can not realise the value of the underlying assets.

Oak Bloke posted an analysis on TMT today so could well be that.

One day it falls by 20%. The next it rises by 20%. I think posters tend to apply too much meaning behind these moves. And the reality is that it is often that it is a small relatively thinly traded stock. Investors should keep an eye on the numbers and the progress made since inception.

Market Cap only £4.5 million and the existing revenues and scalability tell me this is a good prospect.

I don't know why people are upset by this. It should be priced into the stock given this is what Cliff always does, and will continue always doing. So while it is probably undervalued it is not as undervalued as some people or the NPV would indicate.

Sure, but this is a fast moving business. Don't think it is a bad thing if they are constantly updating their offering. Must be synergies between the different segments and provides diversification benefits to be able to draw on different revenue streams.

I think it is really encouraging that the company is able to attract these high quality clients. Provides a strong endorsement in their marketing and helps them create a strong network which carries over into other parts of the business, especially the Vortechs side.

1. No one cares about Innovative Eyewear. Most investors don't value it and are here for the other holdings.

2. Innovative Eyewear closed the day down so i guess it wasn't that big news anyway. These releases are largely to be expected anyway so doesn't really change a great deal regarding their trajectory.

No reason to suggest this type of thing can't be rolled out everywhere.

Sounds like trump is a bit desperate. Going to cave.

"With all of these stocks, the issue is lack of profits and cashflow which leads to the need for capital raises just to keep the lights on." - That is one thing that US does well, supports and provides capital for loss making growth companies. Not having to raise at poor valuations is a big sigh of relief for GENIP.

Doubt they are big enough to do quarterly results... Would they do results for 2024?

Definitely coming to the view that my £2 million GENIP revenue for the full year expectation is now too conservative.

Yes, this is very good indeed. I think some will have to reconsider their dismissal of the companies guidance step change.

If this is the size of orders from individual clients. Will there be another similar order later in the year from this one client? There are 1000s of similar potential clients. How many more of this type of client in the pipeline will be converted in coming months.

I am very encouraged today.

I agree baf3 a reasonably positive update in my opinion. A lot dependent on this pipeline manifesting but fairly positive..

I think you are some way off there ChartaRex. Firstly, i think from statements a considerable increase on H2 over H1 2024 is expected.

Furthermore, a 1000% increase in orders in 2025 over 2024 has been guided by the company.

I would say not before the 2nd half of the year given when they appointed the prime broker. Also depends on favourable market conditions.. If i had to place a bet i would say September-October.

It seems to be arguing that 60% would take us to the same amount of undervaluation that other investment funds are at. It doesn't account for a successful Guident IPO (which seems likely), nor GENIP or Microsalt continuing to go up. Nor does it allow for further narrowing back towards NAV across the sector. It is historically highly unusual for investment funds to trade this far below NAV.

Https://ukinvestormagazine.co.uk/tekcapital-brokers-rate-buy-suggesting-60-upside-with-more-to-come-from-guident-ipo/