Member Info for Crossthetea

Global market value 5B with no dominant AI play big enough for you?

It's a risk, sure, but there is plenty of money to be made if you can catch the zeitgeist. I'm more concerned with engagement than numbers at this stage, as long as the company has the cash to survive.

Like I said, they are bringing in some pretty big players in IP discovery. That side is looking great, time will tell.

The drop here is due to the 'sell on the news' boys with negative sentiments carried over from the recent ridiculously low raise.

The numbers matter but the bigger picture shows increasing adoption by some very strong players here. This tells me profits will happen, they just have to survive the ramp up first, maybe shed some dead weight at the board level.

I'm not a ramper but 11 quarters of positive growth, monopoly in the smart safety glasses market and ongoing relationship with Reebok would be quite a spin

I was being sarcastic so, no, no I do not struggle with sarcasm.

If the market will not narrow the NAV-MCap gap then TEK has to consider liquidising some of the equity, otherwise there will come along some company who fancies a large position in SALT, or some other, and sees acquiring TEK as a cheap way to do it.

Then where would poor Cliff be? Very real possibility that the board should be worrying about, rather than the markets.

So we should expect market manipulation in our favour?

As for the other companies, TEK do not own them, they are shareholders so if they need cash then they use their own financial mechanisms to provide. Take GENIP for example, TEK did own quite a bit, now with the dilution they don't own as much.

TEK NAV is very imbalanced at the moment though, the management should look to rebalance by liquidising equity, but hey, I'm just an experienced management consultant.

Trade volume isn't high enough for any support level and the dilution-to-raise-capital model is causing reluctance to invest as it is not offset by special dividends. TEK needs to make a fundamental shift in their business plan/ops to fix that ie. more dividends any other shareholder centric approach to entice support.

Iran deal memo has leaked. If credible it would likely mean better conditions for a GDNT IPO and finally a rise in the valuation of TEK.

Well, the Navoi Mining IPO, the 4th largest gold miner globally, has been delayed also because of market risk due to the Iran conflict. Guident are taking advice from their broker and holding out for a stable entry point. Sensible but frustrating!

Appointing CMC as broker along with their partnership with CardinalIP is a pretty obvious indicator that they are targetting the North American market. The recent 7p raise was a quick way to reduce the Concert Party shareholding to less than 50%, which is physchologically beneficial to new shareholders.

It's a pity existing holders were diluted also though hopefully the new plan will pay off and pay out. I still think there is scope for a buy out by Cardinal, this cooperation activity is just part of the interview.

Not stuck if CardinalIP put in an offer to buy out. The only reason I can see why GNIP raised this low, apart from negligence, is to dilute the major shareholder to make room for an offer from another source

At £1.5M MCap and plenty of new holders at 7p, CardinalIP could offer something as small as £5M and get majority holder approval much easier. I can see Cardinal doing this as it would be cheaper than developing their own AI dev team.

That RNS though, the really put the elbow into The Concert Party at the end, took their their 60% share holding a bit personally, Ms Cruz?

5p would be a difficult sell given there is a cohort of investors currently feeling the pinch from their 8p buy a few months ago.

First thing I look for before buying new shares on a raise is established shareholder value. I'm not going to give 500k at 5p to watch the SP drop on another raise a few months later, specifically because there is no evidence of solid MCap growth aligned to increase in SP TEK can advise.

Cliff has to be careful about that, there are only a few who invest with their gut left and I am sure he has already tapped them.

Haha, thanks for the condolences and I admit I was way wrong with this one . If the CEO/CFO duo can only negotiate a raise at >30% discount then the business fundamentals must be shocking, or they are rubbish at their jobs. Either or my fingers have been burnt and my cheeks are red

If I only had an option at 7p I would have made it a combined rights issue to at least save some face with the holders. Quite disrespectful, I won't be investing more into this one.

I reckon the IPO must be very soon. The Iran conflict has accelerated plans by local authorities to shift from fossil fuels to electrification and this goes in hand with automation/driverless. Though LAs hate safety risk because it is relatively new tech, which puts Guident in a pretty strong position.

Investors now will want the foot in the door before mass adoption and a few Mill will go a long way to supporting early adopters and growing business. It's a great time for Guidant, bearing in mind the difficulties for others in general experiencing the same situation.

More likely Canmax will take Zulu as payment due to non-delivery to end-June contract and PREM to enter administration to be sold to settle all other outstanding debt.

It's only a few weeks away, why isn't anyone talking about this?

Didn't Zimbabwe ban lithium exports outside a quota system? How will that work for PREM?

Currently trading at half fair value by my calculations if the growth numbers in the latest rns hold up come June

* revenue from

Presented well. This is a takeover target imo if the reveyfeom this growth claim is realised.

I can't believe ai am actually recommending a Wozzer post (joking).

They recommended Buy at a 50% upside Nov 2025, now 100%!

The recent 8p raise was for investment targeting new AI projects and was funded by IIs, which means Cliff would have to be very silly to call another raise below 8p, otherwise he will stoke bad sentiment leading to closed chequebooks going forward.

TEK just needs to work out how to find their future plans through their current assets, which is a foreign concept up to now though now their assets are actually worth something it is the way they need to go.

Also, don't forget the 4.5M loan owed by Guident to be paid back to TEK after the IPO, it is 20% of the current TEK MC alone!