Member Info for NelsontheDog

Solid, undramatic scorecard reflecting solid steady progress - nothing to ignite passion there but equally reassuring as a baseline for the business and its LTH. With the EPS still on the lower side I get why the SP isnt bouncing.

Roll on further news and specifically feedback on copper expectations in the current 6 month period - and we may see some fresh interest in this share.

Thank you Spooky

I will be honest - I am not too clued up as to what part of the launch results in tokens being tradeable on exchanges. Redstone seems to be getting some good reviews though.

Thanks for digging out link.

NtD

Spookyfish,

You mentioned Redstone token launch today 6pm (assume that is USA EST - I cant see any blurb about the launch - do you know if this is still scheduled for today?

Could be a big change over the weekend if so!

I sold out of here having invested for some time in Char back in early September at 13p (I had been targeting 30p up until then) as I was growing tired of the lack of detail and I was worried about the new onshore drilling distraction. I have been very surprised at the lack of reaction to updates on partners and tbh I thought I had missed this share at under 8p.

I have just bought back in drilling about to go, great potential and I do believe it will go at some point (very soon I hope)

In the drill bit we trust!

NtD

And like one of MR's cars, it can take you for a ride. Unlike MR's car, this is not a thing of beauty, Im not a proud owner and getting out of Vela (intact) is way harder than getting out the car!

"When mainnet? And when it arrives, will it impress Mr Market?" - totally agree and some of this is why they went to Brazil in particular - South America is a key region for these products. It's galling but you have to go where the opportunity is and for Defi this is global. You cant just get a stall in the local market - i know you know this but, well, but you still throw this one out - if they weren't going to the events I would be more upset tbh.

I am by no means a permabull, (though I was fortunate to have a low entry price) but if I found that I had really ran out of positives I would sell and go. However my gut tells me there is something in Dynasty worth waiting for and that Satoshi is in the lottery draw and as such you never know.

I guess deep down you have the same view hence still here despite that in many places hard to refute list in the thread. So, deeeep down, somewhere really deep there is fomo keeping you here and is such, you may need to sit down for this bit, you are somewhat bullish - HA! I look forward to celebrating our cashing out of here together sometime soon - maybe with a penny or two (kidding).

AtB

NtD

Hi Gotreal,

I think I agree your view on why the extra funding - thanks for sharing that hypothesis - it does make sense - the opposite is to lose faith in the margins that should be achieved as some posters here have constantly mooted. All I would say is that there is a difference in set-up, transition and teething overspends (of which even the most ardent LTH will ackowledge) as opposed to the fundamental steady state profitability that will become the ongoing cashflows - this is where bogeymen shorters like to blur the lines - i dont think it has worked on this board but it hasnt stopped continual efforts to do this. Even with Roan running at 60%, the cash flow should de-risk the enterprise hugely going forward and if (as I hope) the Middle east partnership actually provides the upfront capital rather then JLP (as you would expect given they are awash with cash) then cashflow shouldnt be an issue for the next phases of expansion.

Upside view - Roan doing better than expected (nameplate capacity has definitely been an area of sandbagging in the past) and we see a positive uplift in our upcoming news - i think JLP may have found the bottom...

...I hope so as I cant wait to release the "diamond hand" grip I have has on at least a slice of these shares in the future - I have a feeling that we could get back into a good space fairly quickly from here.

I have to be honest, I think it was Dukes buying that formed the cornerstone of the last rise towards 0.5. Albert makes a good point that there must be buyers at the prices we see ourselves at.

Nothing materially changed for me yet - not adding or selling at these levels or indeed any levels till there is a little more info doing the rounds - either through updates or further market launches by Pendulum / Nabla / Amber / Satoshipay etc.

Times change, markets change, strategies change - what shouldnt change however is clear comms from company on these items - in that respect there has been no update.

The fact we sit at such a shocking discount to NAV is very bad. I realise that SALT is locked for a year and as such should have some discount, but the discount is too great and that to me lands squarely at the feet of our TEK BoD.

I was hoping we may get close to or even into the 20's today - seems we have hit a market price roadblock at around 17p.

The conscious emphasis on seperating the Revive elements from the rest of Guident certainly implies we are awaiting offers - its an invitation to treat if you like. If the system is adequately protected by IP then you would expect offers to come - adding 5-10% to a cars range is great but also being able to sell the technology to customers is key for EV sellers also - simple message and puts you ahead of the curve. For a company like VW this tech could really be emphasised over a lot of vehicles.

Hi Molotov,

I see why you would have that view. I saw the inclusion of the transportation of gas deal as a filler news - it isnt needed yet but focus on it whilst we have no other news- and it doesnt cost money to complete, just already factored management time. We will still need to refurb our gas plant I assume, and I expect this to be specified after further news on 36-2 (not sure on 16 but I dont hold out much hope - if there was good news in sight there they would be bringing this forward now also - my guess is that its cashflow related?

Thats my suspicion even before the lower Williston expectations - we dont have cash on hip so having to time our future developments to fit a cash envelope - so no further 16-2 at this stage, 36-2 dependent on insurer cashflow, gas refurb - we wait for spec but cant be ambitious here as dont have cash - this is my theory of the hidden news.

Williston - and in regard to above, I suspect we will be raising in the near future - announcing as we declare the lower earnings and linking raise to the capital projects outlined above. I havent lost faith but thats my gut feeling - cashflow or rather the lack of it is impacting progress and this announcement is to ensure it isnt a total surprise when it comes later this month...

Good solid update - lots to look at - LC at his best - hinting teasing at getting there but not empiric in when on a lot of it - it is Africa though so some slack needed. In principle I dont like this style, but it is very warm as you sit in it...

Key element of news for me was in relation to Munkayo where that option could see JLP take on traditional open pit mining activity - thats a big change in direction to date but probably not a precedent as material is close to surface.

Next updates hopefully come confriming copper throughputs and upgrade completions.

Edhalas - I agree, this isnt a one trick pony by any means and solid progress being made. There is a good portfolio of opportunity here in the shadow of the Bhukia claim that is very very over-looked in the current SP imho.

Hi Mizman

Totally agree your point on an update from the BOD given their last statement. I would hope there is news in this quarter either way.

*discount not diso**** - lol

to step up to allow us to close the discount to our net asset values from salt, bell and lucy (let alone guident) following their hard work on getting salt to market.

externally - ensure guident updates reflect its potential - clear roadmap of where this is heading (hoping for some news)

internally - clean up the inter company loans and cashflow mess that was created in the last period - this is a red flag for potential investors and is i suspect a large factor in our discount to nav. overachievement would see a forecast cash requirements published so any future raise requirements are known - another area that deters investors.

finally once these are in place, the bod can talk about expansion and new projects. however i dont see strong progress in closing the discount, let alone creating a premium to nav without a bit of housekeeping in the short-term.

salt will hopefully push price up in the interim but the diso**** needs to be addressed in another workstream.

Slugmum,

I wont filter you either but it can be a trifle monotonous. I can see many of your concerns and often share your frustration - i like to see a balance of views, but in your explanation below as to your tenacity in posting, this bit puzzles me; "If my posts get your back up then I’ve achieved something"

You have achieved getting the back up of another person with no influence following your own logic- so whats the point?

That makes you appear to be the BB equivalent of the man looking for a fight in the pub - no particular point to rectify, just a general feeling that someone else needs to get a leathering. If an argument here makes you better, go for it, but for true happiness you need to reach into yourself and find the hurt, heal it and move on (last bit is said definitely tongue in cheek).

AtB

NtD

Thank you RBM and wider SHG - I will forward screen shots later today in relation to my holding. No win no fee clearly means there is a case in here that can be made - great news for LTH's and hopefully the pain suffering and stress can start to be transferred in some degree to the wrongdoers.

Hi CM,

I want you to be correct, but in relation to Guident- a very different company - it may be valued at only what someone is willing to pay for it at this stage, and is anyone willing to pay for it? ie this is a hard one to value, is likely to need cash in its short to medium future and as such probably gets a fairly discounted view of how many pennies it adds to the TEK share price.

KR1 lead us to believe that they take a mentoring and partnership approach with founders.

I assume they hold the tokens where 1. The market opportunity persists, 2. the development and ongoing operation of the project is sound, 3. (most important item imho)they are able to effect influence in strategic direction and especially token launch elements of the project (remember this is their expertise - 20+ times versus a token founder group usually averaging 2-3 launches).

In the past I have seen them leave projects, but not for a good while, and I assumed it was because of one of these items. I think you nail the challenge faced Albus inremaining detached on the assessments above, whilst also remaining appealing as people to work with for future new seed projects.