RE: Microsalt - information15 Oct 2021 15:28
Sorry TopCatz & Stu,
I don't know too much about these crowdfunding avenues. I only invest in TEK. I still think it is the best value way to get into TEK. I see the Tekcapital share price as still materially undervalued. Simple arithmetic will tell you that. I tend to think that grouping all these investments into 1 investment trust seems to create a discount where It should be the other way around. The TEK model provide added value in that the TEK board can provide valuable oversight and network for the subsidiary companies. Also, when one company gets into trouble the others can compensate. So stability in numbers.
Also, missed is the research network that TEK maintains. It is not just the 4 companies on there own which should be added together but TEKs amazing network of new research ideas and services that it provides to universities.
I bet the next patent that they commercialise will be amazing. This is the first time they have done this, so they will have learnt from there mistakes and will know what to do better next time. They have also had a long time to choose the next venture.