Member Info for lordloadsoflolly

I hope things will take off, as I've invested here myself. But as I've said many times now, the lack of any clear exit strategy & special dividend payment means that IPOs / trade sales only have a short term impact on TEK's share price. Before it drops back down to earth again. If you don't believe me, take a look at TEK's share price shortly before & after Lucyd's IPO.

Sure. Only problem is the investment case has been made many times already, yet the share price remains firmly grounded.

maidit308 - fair point, but I think we've got the general picture by now. So perhaps the more outspoken rampers/excited investors (you know who you are) could give it a rest for a while? After all, we should find out how close to the mark they were soon enough.

reptilian - some have shot me down in flames for suggesting it before, but an alternative to averaging down is to trade a small portion of your holding, locking in any 10% gains. Sure, the price might move against you. In which case, you could buy more in the hope that either you lock in a 10% gain later on or average down if not. The key I've found with this techniwue is NOT to be greedy. If/when any of your trading buys is in profit by 10%, take it. Don;t hold on, hoping for more. Sure, you may find you could eventually have got 20% - or more. But this is a volatile share currently. And you could equally find that by holding out for more, the 10% that was within your grasp has promptly evaporated again.

SFH300 - good luck with that, though I know where you're coming from! Think you'll find Trading Standards would point you to the risk assessment small print stating "you may get back less than you invested".

Presumably this morning's rise is drunken trades from those attending Tom Winnifrith's weekend p8ss up (I mean careful & considered two day share analysis)?

Unless you're happy with peanuts, the spread means there's no significant profit to be had yet, even if you bought in below 6p. Unless you snapped up half the company of course. I'm getting REALLY BORED of all the rampers on here, posting inane comments about where the share price is heading any time now. For one, no-body knows WHETHER the FDA will grant unqualified approval for a second P3 trial. And even if they do, nobody knows how this will affect the share price. Sure, the likelihood is it would rise, at least initially. But I'm not convinced the mid teen to early twenty pence mark would be realistic even then. Fact is nobody knows anything right now. It's all froth & nonsense being talked.

Ancient Chinese proverb - the more posters ramp, the less we have to look forward to.

Gheko - the markets will wake up if/when Microsalt ever announces a deal with a Fortune 500 company. Until then, it’s not priced in because it hasn’t happened. Simples! Glad you found the LSE/Clifford presentation excellent. Personally, I thought it told us nothing new, except the lengths to which LSE “interviewers” will go to be sycophants. But each to their own!

Nickqj - whilst you might be proved right about SMT’s change of lead manager, I think it’s still far too early to say. Performance had already slumped before Anderson left. In a sense, Slater was handed the baton at the wrong time (for him). SMT is heavily invested in cyclical sectors, so periods of underperformance & volatility are, sadly, inevitable. Whoever’s in charge,

Can't think of anything worse than a full day social event in Wales with Tom Winnifrith. The all day bar is presumably just to keep him happy?

No real point in speculating. FDA might grant approval. Or it might not. RNS might come today after hours (though I personally doubt it very much). Or it might not. The share price might rise like a phoenix. Or drop like a stone. All depends on the FDA's decision - whenever it comes. You might (as I've done) want to gamble a bit of cash in case the decision goes our way. But don't kid yourself. This is nothing more than a gamble. So if it won't bankrupt you either way and you think the FDA is likely to approve, by all means go for a flutter. But never forget, IMM has disappointed big time before. And it might do the same again.

tivman - You say "Increasing the share price through NAV growth is more appealing to me v a dividend that maybe taxed". Unfortunately I've two issues with that. Firstly, the share price HASN'T been increasing, despite NAV growth in some of its core holdings. In fact it's gone into sharp reverse of late. Secondly, my TEK holding is in ISA format. So dividends AREN'T taxed and capital gains AREN'T applicable. I appreciate other people's situation will be different. But your basic assumptions that our rewards will come EITHER via special dividends OR via an increase in TEK's share price aren't holding up too well at the moment. Agreed, things may change. But I maintain that to keep all investors on board, we need greater clarity on the final exit strategy in each of Tek's current 4 holdings. And that has to come well before talk of any new holdings.

Or maybe Guident's low latency, given Apple's latest interest in car crashes & emergencies.

CM22 - Why do you think Clifford goes on investor webinars so frequently then, with the same old fawning LSE "interviewer"? HE'S the one telling investors all four current holdings are likely to be IPO'd/sold off within the next 18 months. But what he HASN'T explained is how that'll impact TEK shareholders, including some rough indication of timescales for any special dividends. Without this, we could simply find our promised dividends being rolled over into the next set of TEK holdings. And the next. And the next. Which would be fine if TEK's share price reacted positively to reflect the increased asset values - and stayed at a higher level. But so far, as BELL and LUCY have shown, that hasn't happened. BADSTERMAN - you've completely misread my posts - again. Yes, Clifford has talked many times about IPOs/trade sales as an exit mechanism. But to date, it hasn't been an exit at all. Just another stage on the journey to who knows where. Which is why I repeat we need more clarity on a FINAL exit strategy and the tangible benefits that's likely to bring to existng investors.

Badsterman - If you read all my posts before going off on one, you'll see I didn't say "exactly when". I said Clifford needs to give us an "indication of timescales". There IS a difference.

Best to treat all investor podcasts, webinars & presentations a bit like the shopping channels. Only difference is they're trying to flog shares rather than tat.

And there was me thinking Proactive Investor presenters were the smarmiest!

TopCatz - I agree with your theory - namely "once the individual companies are floated, the TEK SP will respond accordingly and the reward will be in the TEK SP itself". Only problem is, so far it hasn't been borne out by reality. At least, not in Lucyd's case. Sure, I know it's still early days there. But I do think Clifford needs to make Tek's end game far more obvious to EXISTING shareholders. Rather than regurgitate the same old stuff to potential new investors through endless LSE webinars, fronted by the most sycophantic interviewer I've ever had the misfortune to listen to.

TopCatz - "Rewards will follow". Quite possibly. But we now need to know when.