Member Info for cm22

3% down is nothing for TEK.

Will be interesting the Financials released in August.

20p is the key level. Above that blue sky.

I think it is exciting. It feels very binary. If one or two go for it then they will all go for it. The global market is massive, and they have strong pricing power due to the lack of competition.

TopCatz & djmoggy

The expectation for orders to complete in 2 months was expressed in the ShareSoc interview. You can view it on youtube:

https://www.youtube.com/watch?v=zvKZIQd66BQ&list=PL0hpDBLtO5F1ktbFreVDVF9uudCBf7QdL&index=2

DShox: Good company that, Kraken Robotics :)

Hi Sea,
I think Clifford Gross said he was expecting the Salt orders to take a couple of months, which would put us into August/September...

I think it is a short run inefficiency. If you want to invest in Belluscura it is cheaper to get your exposure through Tekcapital at the moment, so the difference should be arbitraged away. The fit should get tighter as we get closer to the point at which TEK can divest their share.

Hi Sea

I disagree, i think it should track Belluscura higher.

djmoggy

Observing Clifford Gross, it comes across that he also reserves his highest hopes for Guident.

The tendency is for it to dip a bit during periods without news.

Guident must be an attractive takeover target. Given the undervaluation, anyone can buy the whole of Tekcapital for just £20 million.

@Dshox
Asked Q at recent presentation. The doc answered. Guident aims to onboard first AVs in H2. This is modern day infrastructure in the making. What an opportunity.
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I thought this was a reference to Qanon inititally :)

It doesn't really matter to me whether TEK rises today or closer to the day with the guaranteed dividend. This is a tremendous realization of the company's business model. Just because AIM investors are so illogical they can't see ahead 6 months doesn't bother me at all. The other companies should see a similar return or better. Everything is pointing up.

Today might be a bit of a sell on the news event. Think there is a good change BELL could be making its way to 100 in the not too distant future.

@AimingHigh2021
Not so sure it’s going to happen. Surely the market knows the value of this when it floats Friday and what it’s worth to TEK therefore is it already built into the share price already
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I agree generally, but in the case of Tekcapital i don't think there is a lot of rational investor behaviour going on. It is too small for institutional investors and is mainly driven by small investors who make investment decisions in strange ways.

It will be interesting to see, if the Belluscura float goes very well, whether the market will then reappraise the other TEK businesses and value them more fully.

It feels like a significant moment. The completion of the project. Then on to the next phase. I am curious to see what new company they will create to take Belluscura's place in the line up.

Yeah, that would have been good too BigBang!

Is there any way we can get in on the Belluscura IPO? Do we have any weight as TEK shareholders? Seems like we should have some priority.

They will obviously be adopted in EVs, the question is whether it will be TEK's version or another.

I could see Belluscura doubling after the IPO, so i will be annoyed if they just exit at the IPO price.