Member Info for Giancotti

Been wondering for a while. Looks to be following the usual Tek path of hot air and promises that don't ever come to anything. The SP wont be at this level for long unless something positive is announced soon.

SP lowest since April 2020, so any positive communication and a sign that someone is at the helm would help!

Unbelievable SP really considering we've now floated most of our assets.

I admire your optimism but the true measure is SP.

The potential has been there for a very long time and still we’re not seeing results that positively affect the SP. down almost 9% today!

I’ve been following the SRT SP for some time, the SP had risen significantly but then the bottom fell out of it due to some potentially serious issues even though they are sat on a £200m contract. The CE came out and made a recent statement to instill some confidence, seems like a real leader to me. The share price rose 30/40/50% off the back of it.

We get zero news, updates here unless they want more money ! Confidence is everything in this game.

Zero accountability!!

Shocking!

If this great tech was run by a decent business leader we’d be retiring off the back of it, instead we’re watching it spiral ever downwards!

Same old, same old.

Tek are great at buying into good tech and good ideas with plenty of potential. The SP does well on that potential but potential stagnates into very little. They keep lifting the SP with snippets of news such as FDA Approval or Floats with promises of large contracts with the likes of Pepsi thrown in but then nothing but cash raising to support more of the above. The potential of all of these business's is there but nothing comes to fruition! How long until MS follows the others? Still no decent contracts on the table and lets face it you've got to sell thousands of tons of salt to turn a profit and my sources tell me the price is the issue for large brands buying into this. Bell is a great example, great tech with massive advantages over the competition in a huge market and look at the results and SP. Extremely poor leadership top down!

I guess we shouldn’t be surprised but they could have managed expectation’s by proving short updates through Q1/24. So much relies on confidence yet their lack of communication until a nasty surprise provides none!

Unbelievable lack of communication from the business here! It's very easy to provide simple updates on a regular basis but nothing! I assume no ones bonus or pay structure is SP related.

I think most here would agree with that statement.

This is a great business at identifying great tech with great business potential. But obviously, they've failed over and over under this leadership, suggests to me that they're are top academics but poor business minds. Bell' is a great example, loads of potential in a huge market and look at where it is now. I hope I'm wrong but I wouldn't be surprised if we see the same performance from Microsalt unless the talk of orders comes to fruition soon.

The number of times I've read here that the charts suggest this and now is a great buying opportunity. We've had a buying opportunity for two years now, but it never turns into an opportunity to make some significant profit.

Some major leadership and business model changes have been needed for a while. The self salesmanship and self-promotion needs to end, communication improved and a clear path into profit. This board would have been sacked by now in any decent size corporation.

Let’s hope so, we can’t all be wrong surely.

My go to investment in these situations is usually GAW. That seems to follow a certain pattern over the year and fluctuates between 9-12£, I try to catch it at the low point which is usually a month after a divi is released and then sell just before the next announcement. It’s worth a good 10% twice a year but I’m just sitting on my current investments for now and hoping this stock reverses. Dangerous investing too much obviously.

aspers don’t be a ****!

Sea, I’m heavily down on my investment in Tek and Bell and although one approach would be to cut losses and go elsewhere I’m kind of the opinion that I’ve I’ve been here long enough to hope for at least reducing my losses. I like the tech and the potential but I’ve had my fingers burnt so I haven’t invested in MS but hoping for a reverse in fortune.

I’ve always done well in the past on investments and I must admit this is frustrating as, like I say MS has legs if they get it right this time and I’m still baffled with the Bell situation as I thought that was a banker! Let’s see but with some luck we’ll see some improvement.

My info is considerably more expensive. Conventional salt is ridiculously cheap as an ingredient so it wouldn’t be hard to be that much more but I don’t have specifics.

Obviously, everyone in the supply chain is under pressure to cut costs. Healthy or not!

TC - I'm sure that a global business of this size has enough expertise to 'factor in' that point. However, if the MS price is 2/3/4x conventional salt its a significant increase and that is an obstacle.

Pikeman, yes agreed. But, to get it into the market and to achieve higher volume to get price down requires those initial orders most likely to be at very reduced or zero cost. I also understand why the management wouldn't want that so to protect price but from what I understand there was no room for negotiation in this case so the customer walked away. At the moment salt is very much a commodity and costed as such, Microsalt is a considerable cost increase. I hope it succeeds and becomes a std in the food industry but its not as simple as some here seem to think.

Lord, you always provide a good leveling argument against the often over inflated positive here.

There's value in what you say re; feedback on flavour/taste and failure of alternatives and this should not be discounted and lessons. However, for me if there is a barrier to this being accepted I expect it to be more cost related. Regardless of some of the recent posts cost remains a huge driver even for the premium brands. I know of one major supplier to the fast food industry who has rejected Micro Salt on cost. If legislation changes then that changes things completely but even then there are different ways of approaching the problem, such as the sugar tax. Most drinks companies simply reduced packaging formats to avoid or reduce the risk. Time will tell I guess but for the first time in what seems forever its great to see green on the SP charts although even with the recent increases its still FA compared to where we were when most bought into the potential.

Sam Allardyce would struggle to keep this up!

Well said! So much BS posted on here.
At the end of the day it’s the SP that speaks and is our measurement of success and so far failure.
As someone recently said here ignore the few posters who continuously promote themselves and their opinions and focus on the facts ie SP and deliverance of promises.

It seems a long time since the dizzy heights of a £ plus.
Leading technology in a world that demands this device yet here we are at this price, unbelievable!

Ha very calm here!

You crack on with your blind belief love in with the others then. I’ll leave you to it!