Member Info for cm22

Hi TopCatz, I think there is an option to view all threads together.

With every crisis comes opportunity, if you have the money to take advantage.

Bear markets are always painful and seem to last forever when you are in them. Difficult to see the forest for the trees sometimes but it is a good idea to keep everything in perspective and never get in over your head.

Agreed, i am looking for >1000% for TEK.

Hi baf, more liquidity tends to encourage speculative behaviour which benefits smaller growth stocks the most. If interest rates are higher then future cash flows are discounted more. If growth stocks have more of its profits in the future then they will be disproportionately affected by this. Higher interest rates provide a higher opportunity cost to holding TEK shares. >5% return from a risk free asset is attractive.

High interest rates are imo a big reason as to why SP is less than half of the NAV which itself has been depressed. I think liquidity is a bigger factor for TEK than others. Even if economic growth is a little lower i don't think that makes a big difference to a disruptive newcomer such as TEK.

It may be that they are waiting for better market conditions. Would be preferable if they have already started cutting interest rates. A bad IPO can really sour the prospects for a stock.

It is obviously at silly levels here. However, when the market is in a funk valuations don't really matter.

I made one small trade a few months ago but am not inclined to buy anything until one of two things happen. The war ends or CBs start cutting interest rates. If TEK really took a dip i might buy but otherwise i am sitting on my hands.

I agree TopCatz, they are more focused on the other 3 these days.

I am trying to figure out how much is real and how much is sentiment. Bob Rauker has done a great job building fantastic products and getting the company this far. The optics seem terrible because he has disappeared for the last 9 months. If he isn't going to give any updates then the market will invent its own narrative and the market rarely imagines good things.

You would have thought that someone there would be aware of this and would get Bob in front of a camera. If not at BELL then Cliff should be on this. Maybe something to ask at the next Cliff Q&A...

On the price moves i don't read too much into that. Up 10%, down 10%. This stocks almost never trades. Basically 1 guy decided to make a trade today for a couple of £1000 worth. I don't think he has any 'special info'.

Seaman, In what sense is the China deal an issue for them? They commenced production there as planned in April. The reporting was delayed until 30 June as the auditor didn't have capacity. Nothing to suggest anything is amiss. Could definitely do with Bob Rauker making a (long over do) appearance to provide reassurance here.

Adamsky, we do don't know exactly the quantities sold in these stores but we know it is in the £millions by the inventory that they needed to raise for.

They will need to clarify this when they IPO so all should become clear.

Likely to be making operational losses for a while yet as expected. On a positive note:

"We believe our existing cash and cash equivalents, proceeds from our August 2022 initial public offering, proceeds received from investors’ exercises of warrants, funds available under our existing credit facility, and cash flows from operating activities will be sufficient to fund our operations for at least the next twelve months."

Regretting these emojis already!

Am i right in thinking that the TEK earning report should be released this week?

Cliff already has a lot of his wealth concentrated in TEK. Why should he buy more? In the long term the SP will be determined by the success of the businesses.

Worth bearing in mind when TEK does a placing he gets diluted as much or more than anyone else here.

That is why i prefer TEK TopCatz, x4 the news flow!

There doesn't seem to be anything particularly wrong with the stock. Broadly advancing as expected. Investors don't like waiting so long since the last financial report. Plus, they could give an interview to give investors something to look at.

I think one area the company could definitely improve is in it's communication strategy. One of the jobs of the CEO is to be visible and promote the company.

This is excellent news today. All clear to ramp up the IPO now. I suspect this is what they were waiting for before proceeding. Will now make the roadshow a whole lot more productive.

Trying to work out what this means in revenue terms. If the £1million production costs for the new inventory translates into £1.6million in revenue. Does this correspond to the 800 stores for 1 year or is it just for starters? If they expand to 7000 stores does that mean that revenue will x10?

It seems we have been waiting for this RNS for 3+ years and now it has finally happened. Big congratulations to everyone involved! An endorsement like this really puts Microsalt on the map. If an S&P500 company has validated it with their requirements others can feel safe buying in as well. Also means that competitors have to buy in otherwise they will be at a disadvantage.

Interesting that they are willing to offer that amount of volume at the same price.

The interview will likely be posted on Youtube within a couple of days.