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Great news that Microsalt have entered the Asian market.

Been trying to guess what sort of revenues Microsalt are making. I would put it at around £1.5-3million. Growth rate 100-200%.

Also, been thinking of the ongoing R&D. Seems that once you have the product don't need to keep putting in the investment. A bit like Coca Cola. The recipe is essentially the same since the beginning.

Would be interested if anyone has attempted to apply a valuation model to Microsalt?

*quiet

Hi BigBang, it is not that unusual to have quite periods. Especially during the summer holiday period.

Yeah, not a bad call.

It looks like you are an 'influencer' TopCatz!

Microsalt not on Amazon yet.

Hi TopCatz, it is true that we have broken the downtrend line. But i don't think that confirms an uptrend yet. We spent from January to May at or around 40. Suggesting there are going to be a lot of orders around there. So, i see 40 and then around 43 as technical areas that we have to get through.

Is 40 a technical level? If we decisively get through here then uptrend could be in place.

I think it has little to do with the company itself and mostly to do with inflation, interest rates and generally poor sentiment. Given how strong the underlying businesses are doing i see TEK as one of the biggest outperformers when they start cutting interest rates.

May put into the question the location/timing of a London IPO..

https://news.bl__mberglaw.com/capital-markets/fintech-cab-payments-holders-raise-292-million-in-rare-uk-ipo

Which investor ever turned down an investment because it was undervalued?

June was really a great month for all 4 portfolio companies. Lets hope that the accelerated rate of development will keep up or get even better.

Also here:

https://www.sharesmagazine.co.uk/ipos

Definitely Tivman.

A few takeaways.

* Grown to more than 125 sellers now for the yet to be released product.

* Cash flow positive by early 2024

* Bob Fary is really good at his job and has a lot of contacts.

I would guess this stock is heading back up.

Https://www.y--tube.com/watch?v=DLVsF5x3Seo

Https://www.y--tube.com/watch?v=DLVsF5x3Seo

Happy with this. More or less on schedule. Dowgate had projected 1.5million for 2022. Particularly pleasing is the new product. Looks like it is set to really drive the company's development through 2025.

I view last years setback as more of a 1 off, as they made the decision to bring production in house. Seems to be back on track now.

Hi TopCatz, I think it could prove you wrong if they announce 2 new license agreements per week. I thought the raise was excessive but perhaps they needed the financing to secure these deals.

Would be interested to understand how much revenue each of these partnerships will generate...

Results supposed to be by 30th June, so hopefully by Friday.

We are seeing a bit better volume lately which is reassuring. Before it was completely dead.