focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Clearly very enthusiastic about Gudient and their opportunities for rapid growth
SP angel just released note
NAV 30.5p
Guident 9.1p
Inn. Eyeware 6.2p
Microsalt 7.6p
Bell 4.5p
Profile.Services 3p
Microsalt to a greater degree, feels like it'll save the day. The amount apportioned to it was relatively small, which suggests a couple of things to me.
The revenue it's pulling could already be quite promising.
The IPO will plug the rest of the gap.
Guident really needs to explain more about how their monies are going to be utilised and strategy behind. It's actually our money to some degree.
From memory; needs checking but my recollection is:
Lock in for LUCY.
Lock In has expired for BELL but there was some agreement not to sell further without notice
Mixed feelings
Guident needs to put up or shut up about the shocks very soon. Getting a distraction now.
Saltme commitments may be growing much faster than current revenue and faster than planned IPO, of which the timing seems critical.
The discounted raise begs a question with regards to perceived NAV. Bell and Lucy not helped.
Am not surprised and 16p is slightly better than I expected
Interesting aspect re. Guident
Would like to hear more about that
Haha..oops
But you never know who's keeping an eye on this beaut's progress
Microsalt, will be a household name
Microsoft IPO news can't be far off now.
Markets are good
It'd be improved if they gave a short manufacturing update as to how the switchover to Chinese supply was fairing.
Looking forward to see how LUCY does stateside
Small to medium sized deals building value
Can't go bigger until IPO
Bigger fish waiting for sufficient scale-up of Supply Chain which can only come from IPO
All coming nicely together and congratulations TEK and Saltme
Correct
Getting exciting
Somehow, I feel a rushed IPO ( or sale ) will undervalue Microsalt.
So many times you read that on a BB, when PIs won't hesitate to take the money. BUT I really want the Microsalt to run and run
Can only think BELL holding things back today
Seen a 3 - 4 fold increase in Microsalts worth
BELL trading at a VWAP of around 45p for soke reason
Wasn't it worth $5million at last valuation?
https://archive.is/LsmCb
Fears for Scots shipbuilding as prime minister prepares to scrap £2.5bn frigate order
Good article but a bit light on Microsalt , clear potential to be a world beater with some heavyweights coming on board
That IPO will be really explosive imv