Member Info for missthepenny62

Hope I'm right:

https://twitter.com/missthepenny62/status/1314201024416997380

Joe media deal approval coinciding with end of CLNs should see this finally bounce for good?

GLA

If the RNS finally puts an end to placings (very few AIM companies can claim to be 'safe' from placings, and those that do invariably end up placing again anyway!) then this is a momentous day indeed, especially considering all that's gone before here.

The key takeaway from that research note for me (Align are very much on the inside here):

"The plan is that the potential cash flows from diamonds and HMS will provide the funding runway to fully develop this large-scale world class tantalum opportunity. That would create a pathway to material cash generation with tantalum being one of the world’s most in demand commodities through its use in rechargeable batteries."

I first bought in here at 14p, urgh, but have spent the last few years averaging so am very pleased with recent developments. That RNS was right on cue as well :-P

GLA.

Worth a read:

http://www.alignresearch.co.uk/kazera-global/kazera-global-early-cash-flow-from-diamonds-begins-to-open-up-key-tantalum-story-ground-floor-buying-opportunity/

HSD I think people's concern was that they'd allocate loads of free shares to undeserving BoD members like bumsden and then also dilute PIs to hell in the RTO process. Now they'll have to squeeze any new RTO company's estimated mcap into the existing numbers of shares (but then no doubt do a mega placing upon return from suspension - however as long as an RTO happens we'll all still be relieved).

Having said that, this is all guesswork and I'm FAR from an expert on such things as haven't held through such an RTO process before.

Re the return of Lumsden, if he has an ounce of self respect left he will move mountains to make the RTO happen in order to salvage his rep / legacy.

Like you say maybe we've cut our nose off to spite our face re resolution 7 but let's see how it plays out. It's still 'in god's hands', the next little red dot will probably be a cold sweat moment for all holders.

GLA!

From a friend and fellow holder:

"Read the last RNS it gives you details of downloading a proxy vote form to complete and then an email dress. Needs to be done by 27 I think. I'm doing mine tomorrow. Ticking no to Bumsden and the part of number 7"

We need to do our part to try and prevent lumsden force feeding us the utter bitter pill by further diluting holders while lining his own pockets, despite never buying any shares himself and running the SP down to a hundredth of many PI's averages!

Will do mine tomorrow. Will you do yours?

Buys often show as sells but to not show entirely, that's weird to say the least.

This drops below 10p and I'll definitely be joining you in topping up anyway Cliff.

Strongly believe this to be a ' retirement share' come a couple of years from now!

GLA.

No surprises. News pending on all fronts. Indisputably massive potential here. Just requires patience. If you're here for the next couple of years then you can make an absolute killing from the current mcap.

The results basically show things are ticking along until news. Pity no mention of Smart Food Tek though, especially as their tech is apparently being checked out by a big co.

I know the spectre of another raise looms over this share after Cliff's recent comments, hence the SP slide despite the huge promise on offer here.

However, like Lucyd is doing now, I believe they are looking to dilute their own share via private funding in Salarius and Guident rather than the value of TEK shares via any general placing. They can afford to do this as they already own over 90% of those two projects. It's the nature of the beast at this stage I'm afraid.

Having said all that, Belluscura approval would soon allow Tek to divest at a huge profit on their share there, which they plan to pay a chunk to us shareholders as a special dividend, and very likely use the rest to advance their other projects without further dilution (in any form).

Cliff seems VERY confident on FDA approval and if it comes it will indeed be absolutely massive for the company. News could also drop about Salarius contracts being signed or indeed a corporation sniffing around Guident's currently 'hot' IP. Lucyd is also developing rapidly and their new frames look very exciting and will be on sale to the US mass market soon.

Of course, there still might be another placing at 10p but that would hopefully be minimal and further accelerate the path to profitability.

Their core business has been steadily growing with a view to making Tek self-sustaining. Once there's no longer any need for placings here, I believe the SP will rise to 'life changing' levels for some holders here.

How many AIM companies are turning real profit with zero threat of placings? Probably less than 1% of them. But how many AIM companies can boast the sort of projects (non-binary, $bn markets, on the verge of making real sales, etc) Tek has and all at relatively advanced stages now too. Very few I would say.

GLA!

kettle they just did a one hour conference call, updated their corporate presentation, their twitter feed is far more active than it has ever been with numerous recent updates and links to articles and interviews about the recent progress of their various companies and the RNS feed has included regular updates too.

Pls do even just one minute's research before complaining here, the company's comms have recently been far better than ever.

Things are moving at a pace for each with every project, plenty to get excited about over the next couple of yrs for LTH, with a few near term inflection points hopefully on the cards too, which makes the current mcap look too low (it's way below NAV as it is).

GLA LTH.

Wow FK1, talk about pot kettle. Unreal.

NS I'm up a bit now overall after this week, thanks for asking.

As for forecasts, you guys were indeed correct to predict the previous slide, which you are constantly patting yourselves on the back for (during a time where most shares drift on little news regardless of fundamentals). However, you refuse to admit you made a further, very authoritative and negative price prediction which was totally wrong, even when it's held up right in front of you.

Am not slinging mud, I'll leave that to you. I didn't realize asking you to acknowledge something you said just a few days ago is considered mud slinging. Nor do I have time to chat much on here even tho I still have a holding, unlike you. I actually pity you 'both'.

It's not for me to tell people about the company when their website and RNSs and other sources of info are available. Nor am I making price predictions. But you are, however I can't find anything you've said that actually relates to up to date company information. Please back your endless cynicism up of you want to be taken more seriously, especially when it now flies in the face of trading updates.

Really weird BB here. I'm off. Hope you can find a hobby or friend so you too may take a break from this toxicity.

Be good.

Hi NS,

Do you mean the forecast of it tanking below 0.9 on no news, posted just two days before a very promising update and a 50% rise since? Anyone can scroll down and find it, it was just Tuesday.

NS you simply have to be FK1's other account. Nobody with even a whiff of self esteem can be that deferential to someone else, never mind on a daily basis to a resident troll on BB where you don't even hold. I have no intention of insulting you (I'll leave the snide sniping to FK1) so if you are indeed genuine then I apologize. Just hard to imagine, that's all.

You and your master have literally done your best to warn people off making 50% profit in just three days. Luckily I ignored the noise and have done well. But only sliced as there's far more to come from Falanx over the next year or two I'm sure. They're now in the right place at the right time with the right tech. Been a long wait but it will hopefully be worth it.

If you 'two' can offer recent accurate information about the company as to why you think Falanx are a bad call now, then please do share. I'm always wary of confirmation bias and will listen intently.

However, if you're just going to continue with endless negative price predictions based on 'we told you it would drop ages ago and it did' then I'm afraid I've already heard that scratched record.

GLA holders and those with anything constructive to say.

"Friendless even at these levels. No news likely imo. Sellers getting just a smidge above the bid. Only going one way folks. Watch some sap get .9p for a dump in volume."

It's already up 30% from when that was posted following actual news. Just a reminder for PIs to trust their own research and read RNSs more than the two-man bitterness campaign being relentlessly waged here.

GLA.

"There is now a clear pathway to near term cash flow generation enabling each project to be funded internally and best of all there is a clear intention of strictly limiting dilution moving ahead."

Can't ask for much more than that.

Cheers for the further explanation Bermuda. The way it's played out is still rotten for those who sold but at least Redmile didn't increase their holding just a month ago, that would've really taken the mickey
However, the sort of deal they announced yesterday is extremely complex and would have taken months to put together. Redmile have done incredibly well buying most shareholders holdings so cheap with such a massive inflection point just around the corner.

Am watching this is it appears to have a few things in common with the situation over at Midatech where I have holding.

GLA.

Please correct me if I'm wrong but it seems to me that Redx announced selling up to Redmile for 15p, giving shareholders impression that if it fell through the company would most likely be finished, so most sold out around 13-14p.

They then placed at 15p a month ago directly to Redmile (increasing Redmile's stake to 92%?). Now, a deal they surely knew at that time was coming spikes the SP to 92p.

Am happy to be corrected but it stinks to high heaven from where I'm sitting and needs looking at.

Good to see some old heads like Funky and Gmed still in here. My average is about as painful as yours Gmed but am very happy with today's news.

Seem to finally be at the turning point. This company should look very different indeed in a couple of years. The biggy will be the JV to fund the water pipeline for the Tant mine, which will hopefully come off the back of the expected massive JORC.

Feeling genuinely positive about KZG for the first time since KENV 14p days! Mining is not for the impatient, that's obvious.

GLA

Meant if Guident was bought for *£100mil. Obviously my autocorrect is a deramper hehe

Now that it's been brought up, I'd be deeply disappointed with a £10m sale but even that would give us cash worth the whole of our mcap!

Good question Astrad. Tek own Guident 100%, our mcap is 10mil. If Guident was bought for say 10mil, then we'll hit a quid a share minimum obviously.

And I still wouldn't sell because Salarius and Belluscura should be worth more than that. Then there's the value the IP of Lucyd and Smart Food Tech could reach.

Tek are looking to divest all their projects I believe, but only at the right price. The potential here is just insane. And with their core business, it could become a case of rinse and repeat.

Lots to get excited about here. Of course it might take a few years, but I'm expecting big news before the end of this year for starters.

Last time it hit 23p I didn't sell a single share because of the potential value on offer. But then of course it got dragged back by the recent placing haha.

GLA. It's nice to have a few more enthusiastic, patient we'll researched PIs on this journey with me, it felt like a lone furrow at times over the last few years.

Patience, as always, is key...

Spot on capslock!!!

Out of our hands now. GLA, esp LTHs...

Yes superb post Cizur, couldn't agree more.

The co have updated their investor presi, can be found here:

https://www.tekcapital.com/wp-content/uploads/2020/07/Tek-Investor-Presentation-July-2020-2.pdf

Very good as far as I can tell.

10p a share now. If just one of their 4 projects comes good, we're talking pounds not pence, and if all do, well, it's retirement time for me after all.

Patience. Might take 6 months might take 4 years but with the potential rewards on offer I'm willing to wait. Been here about 3 yrs already (my first buy was 23p and I topped up all the way down to 5p) but it seems the company is now FINALLY coming to the commercialisation stage! Good stuff!!!

GLA.