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I recall Braun saying in the interview that the partnership was with a household name that everyone had heard of, so perhaps there is another one to be announced...

Couerdelion, the main point is that Cliff has done particularly poorly in terms of capital raises. Both in good financial conditions and bad. It really destroyed positive sentiment when he raised on such poor terms.

Giving special dividends while continuing to raise on such poor terms seems like a foolish enterprise. Then put on top of that the tax considerations.

To my mind the tail risk is definitely to the upside. Firstly because it is so discounted compared to fair value there is support to how far it can fall imo. Secondly, a company like Guident can move very fast. Who would rule out a buy out for Guident for £100 million in the next 2 years, given its impressive technology/team and premium place in a key burgeoning industry?

I am pleased that LUCY is not reliant on TEK for funding. I see it as a liability because i don't see it as succeeding and the negative sentiment overshadows the rest of the company.

I will be happy to be proven wrong. If it was a standalone business i definitely wouldn't consider investing. I would be happy to invest in each of the other portfolio companies.

The lack of revenue growth is concerning. My view of LUCY as a liability rather than an asset has not changed based on this release.

I agree baf3. TEK is too small for institutional investors and retail investors don't know what they are doing.

Cliff has surely made some mistakes but it doesn't explain even half the mispricing.

Was very confused by the post from treeroadsonic. But it seems he was referring to the IP work with Universities which is basically the core business of the company. They manage IPs for universities and pick the best ones for themselves to commercialize into businesses. They make almost £1 million a year from these activities.

It only clumps when i pour over boiling water but that is to be expected. I am pleased with the product overall. I feel that i can spread it more liberally knowing that it is so light and 50% less sodium.

Having said that i think the key market is the bulk buy b2b.

Interesting and in depth interview with Rick Guiney. Particularly focuses on the developments in the UK and negotiations with the big 3 supermarkets. Overall, quite encouraging. Think it will be a big boost when they are able to release the names of the mega clients that they have already signed.

Don't know why investor relations didn't post it given all the irrelevant stuff they do post. Maybe they are all off on their holidays still..

https://share.transistor.fm/s/268d81b0

I would distinguish between big tech companies and small caps. Small caps have actually done fairly well in the last few weeks. Even as growth slows somewhat small caps such as TEK should benefit disproportionately from the rate cut cycle and easier financial conditions.

Add to that the ongoing undervaluation for TEK...

TEK goes through spells which can be quite long whereby they don't announce much. Maybe when the summer holidays end...

Having said that, i was sort of expecting some more announcements by SALT in particular.

I was rather hoping that Cliff would make an appearance, but then he did that podcast where he gave his thoughts about the future of AI in general which in the end was pretty pointless. Maybe when he has more to say about TEK's AI startup that will be more useful.

Kind of feels like we will be back down at 20 cents again even after the LUCY share reverse split today.

Yes, they have been awarded this grant previously. It is reassuring even if i don't fully understand what Guident is doing that experts in agencies such as Space Florida are flagging Guident as a winner. Also reduces concerns that Guident/TEK will need any costly placing soon.

BELL raise by themselves not via TEK. Guident will probably do a private funding round. Any raise for the new AI thing won't be that significant in my view.

The reality is that in about 6 months time TEK will be in a position to potentially give out a special dividend greater than the current market cap. At some point the market will need to prepare for that eventuality.

Latest from Oak Bloke. Main message is that BELL is not far off projections. Have been waiting a while for the expansion to happen but seems that it is finally here. Sentiment shift incoming!

https://theoakbloke.substack.com/p/obscura-belluscura

Https://www.youtube.com/watch?v=2H6f9jECeXc

Here is a happy lady unboxing the xplor.

It does seem that the company are getting more market presence. Finally starting to step it up.

BELL seems to be responding a bit better now. Overall, a bit behind projections still. Projections that i have seen were £15 million for 2024. I don't think that is going to be met now but they do look to be scaling up well. I would guess they will be at least £1.5million a month revenue by the end of the year with the continued scale up and the release of the highly anticipated DISCOV-R.

Overall, quite pleased with the news release.

My short term target is actually 32p from a technical point of view. I see it as a long period in the doldrums. Then the initial rebound to 17p which is often rejected. Then the 2nd time around it has more impetus/confidence and has a more sustained rally..

Https://theoakbloke.substack.com/p/salt-2023-ye-update

And here is Agricore's blog. Always worth a read.