Member Info for Gheko

Fab interview. My take on listening a few time.

Each company snippets first.

BELL - manufacturing and sales about to start in Q3. Market size has risen from §2 billion market to §5 billion. Product prIce and unique features make it attractive to medical insurers, nhs, private individuals.

Solarius - the snack me range was just to prove proof of concept but sales so good they are creating this as part of the business. Salt product being sold direct to consumers soon and hospitality industry via salt packets etc. B2B is where the big fish are with sales to the multinational snack food companies etc.

Lucyd - As said, currently 15% sales online against usual only 10% online with normal glasses and going to be in 1000 stores in 2022. Have progressed at remarkable speed.

Guident - control centre launching in Florida soon and income based on a service charge whether per delivered item, contract etc. Shock absorbers just another string in the companies armoury. Currently being manufactured for test in next couple of months (with Tesla et al maybe.)

So what does it all mean. He seemed to me to be more hinting at the sale of the companies rather than selling stake down in the case of BELL or IPO for the other 3.

Remember the phrase he used in another recent interview ‘frothy valuations’ being paid.

So I don’t think we are waiting long for monetising all this fabulous technology/products. So for some fun……who do we think are going to come calling with big bucks to own one of these beauties?

Guident - Amazon?
Lucyd - Apple?
BELL - Astra Zeneca/ Smith and Nephew?
Solarius - multinational ingredients company.

All for current tiny market cap. Wakey wakey market……..the takeovers are coming me feels.

Am I right that Hadron post announcement of sell down today had about 160 million left (1.13%)?

If so with turn over today and some big buys going through too looks like they finished and gone.

Looks an interesting punt at these levels.

The RNS talks of taking shares by the bod rather than cash. Anyone know what the funding position is and can’t see they raised any money for a while?

Just an across the board grumpy market today.

Next RNS going to propel us skywards. Coming anytime now.

Fab news this morning. For me although the numbers are impressive up until 31 May we have moved beyond those already.

Bell stake increased even further giving 2/3 value of our market cap.

Lucyd made impressive appointments and thanks to Bad on here confirmed appointing its first board of directors so clearly next up for sake/IPO which alone should blow the doors off!

Guident launching its site in next couple of months plus the shock absorbers etc must mean they are close to sale/IPO.

Finally Solarius - the biggest news is yet to come with tie up with major clients who have been testing their salt product.

Prefer the steady rising to avoid the herd arriving and trashing the board but my £1 in short term looking good. Have a good day all.

Can I just say what a pleasure this board is compared to some others. Informed posters sharing views and recognising a hidden gem without the nonsense of insults or heavy ramping/de ramping. Long May it continue.

Results this week then and predicting huge uplift in NAV and re confirmation of sale/IPO of all four companies. Looking forward to it.

Great update Bad, thank you. All coming together ready for the enormous value in the company to be finally recognised and rewarded.

Bell plus Lucyd got to be worth 65p plus then add Guident and Solarius and my £1 plus still looks conservative. Have a good weekend all.

Doing the same thing and expecting different outcome!

Was in this and sold at small profit on a spike a while back. Classic company to study in expectation dashed by reality. Still loss making, tiny turnover after all these years and ‘contracts’. Don’t know how long the money will last as I note admin expenses up too.

Not for me but a fascinating study!

Sharebel- I’m afraid you are wrong my friend. I don’t do Twitter! Important to correct misinformation.

Judge - don’t do insults just insight. Good luck to you and hope you are right rather than other way round where folk lose money.

Just beware the dead cat bounce followed by further fall. Looking at price charts etc 8p level looks a good call for short term calming level. At 5bst price worth a punt again depending on evaluation of what the news means for funding requirement.

Been following this share on a watch. Has some exciting prospects IF they hit the big time with Helium in demand.

However at the moment a market cap of circa £60 million plus even on the drop looks a bit expensive.

Management not worried about the share price unless and until they need to raise more funds. Looks like further to fall then may be tempting to punters, me included if a more sensible market cap as de risks your downside.

Good luck all whatever your decisions.

Great reminder of the value of Lucyd. When you add just Lucyd and value of Bellascura you get more than our market cap and that’s without Guident and Solarius!!

Cheap as chips we are and our time coming very soon. Multibagger this one.

So value of Bell stake approx more than half our market cap with the other 3 blockbuster companies with greater value being lined up for sale/IPO. Why is it not buy time and reap the rewards. Good luck all. 4x bagger incoming.

With all the news, funding and great board appointments for Lucyd it looks like they are being lined up for next IPO or sale. Imagine the price here when that news drops anytime.

Greer news yesterday with two investment firms clearly having to adjust their portfolios according to their investment criteria and the market hoovering up the shares of which there are not many in issue.

Next push going to be significant…….

I am a LTH here. Just wonder whether the RNS stating the board intend to appoint ‘ a corporate and financially experienced, independent non-executive director from the resources sector’ means they want a money man for sorting the financing for the open pit etc going forward?

Financing as always is probably what’s holding the shares back in short term but longer term (6 months) this still looks like a huge company in making.

Building again. Next breakout up to 30p imminent by the looks then the sky is the limit.

So much news at any time now starting with results. Boom……

Still only £31 million market cap with 4 companies being sold/IPO in billion $ markets.

£1 party still only gives a market cap circa £120 million. There are dreamer shares out there with more than that! No wonder the serious buying is starting and the herd will catch on when the next news lands imminently. Enjoy the ride all.

‘a well-mineralised 173m interval of copper mineralisation from 239m depth’

Well done Colin and the team. This resource looking bigger and bigger and we still drilling. Market cap here circa £45 million and already finding big mineralisation on huge site. Compare to say UKOG with delay in drilling and market cap circa £85 million. Wakey wakey market!