So Hedgehog100, what you are saying is the SP fell because of the arbitrage opportunity which caused TMT to lower their offer price which creates another arbitrage opportunity?
"Not sure why you would waste time and money on this program if your stock was selling! If you had stock sat there doing nothing then yes" - I found this to be a particularly silly comment. You obviously want to maximise sales from all channels.
People always complain when the SP goes down. I think the businesses are growing well. Especially Microsalt, BELL, and Guident. Management should ignore the board and carry on.
One thing which would be nice to see if the board could buy some stock.
Https://ukinvestormagazine.co.uk/microsalt-ipo-rescheduled-london-admission-expected-november/
I think Gross deserves some credit for the things he has done. They have built an excellent product, and i think the strategy to license other brands makes sense. However, when i see him speak i have doubts whether he has the personality to really sell the company and lead it forward.
Could be an awkward question for Cliff i think.
I follow the feed but didn't realise quite how far Microsalt operations had advanced. This is very exciting. Could see this really taking off. Could be in a situation at some point where some brands will use Microsalt and competitors will be at a competitive disadvantage not using it.
Good to see Rick Guiney. Hadn't really seen him speak before.
Not much to remark on from the report. The main bit of news is the AI intentions. Am quite excited to see what university R&D they can uncover. The potential to make a big return is biggest on software and they have a pretty good track record of choosing innovations (Except maybe LUCY and the jury is still out on that) so i am excited for this.
It is nice when the fundamentals align with the technicals.
I think there is the feeling that interest rates have already peaked in many countries, if not already coming down. That combined with an exciting pipeline of new developments such as the Microsalt IPO and the BELL launch of the new product in Q4 which has already generated such amazing interest, and the deep undervaluation mean that the SP could go on a strong run.
I think the value is less in the revenue and more in the validation it provides to the company. As their client list grows it makes it easier to onboard other and larger clients. They can demonstrate that it works and that they are a reliable partner.