Member Info for Qd22

I topped up this morning after a long time watching my holding dwindle . Not very technical in my reasoning, just that it seems the fall is largely due to the change in accounting practices, and it looks like it’s hit the bottom. I do like that they seem to be able to hang onto their customers; I don’t like that they seem to be struggling to get more . So unless that improves I will not be holding for ever.

@17.29. Looks like the size of trades is ramping up?? My AI conversations are highlighting this for data centre and grid storage in spite of it being small and loss-making. I do like the tech: long term, modular, no fire risk, site anywhere, recyclable at end v easily. [Also sounds perfect for things like charging stops for heavy electric vehicles, which probably need to start as night batteries for wind before business builds up].

Really annoying, lol! Yesterday I really went into this, talked to AI etc and decided to buy. For some reason I didn't do it - in fact this morning I thought I had - and now it's up 22.5%. Well, I suppose we all do it. And today's RNS is fantastic news: confirmation of serial production on the Zoox as well as the Porsche and the Audi - and good news re the Merc.

Great! And according to the AI what they specialise in can be used far more widely - if they get that far.

I've been here a long time, lost a lot of money. I was a true believer and green and bought far too big. I only hold a small rump now. [They were not exactly truthful years ago - but I was caught up and silly.] However now....

I think the price action this morning is irrelevant. Look at the astonishing number of trades yesterday, logged late on, and the size of them.

My guess: the big boys are moving in here, and they need your shares.

Why? My AI interrogations tell me that this is the ONLY listed, credible, merchant Quantum Dot epitaxy supplier in the West. And - I don't understand this fully - QD lasers are now basically essential for the data centres in the West. Much faster, much lower energy usage, therefore much less need for energy spent on cooling. Apparently it's imperative - and we sit in the bottleneck for the material.

FWIW my advice is don't sell your shares!

Contract after contract. I'm in - v small. Spread worked out at 14%. Can't help wondering if these contracts are largely almost test items, with larger orders to follow if all is good.

The spread doesn't help.

I've topped up too at this level today. Large holders have been increasing a lot recently.

I'm down 50% on my early investment, but back here today for the first time in 4 years with a top up. They've come a long way in this time...

Yes, I have a holding that was not worth keeping and have decided to top up today rather than sell. Not good at selling!

Very happy with my holding here. Love a share where the revenue is growing organically and steadily, profit and eps likewise, and with net cash. Even more so when it's not at the top of its range. Lovely divi too. Long term hold I should think.

Topped up.

Yep, me too!

Great to see the grid problem is also being tackled.

Great to see SRT one of 2 companies with a full page article in Moneyweek’s Christmas edition. Given that the next page is “Our experts picks for 2026”, it is a very important edition for it to be in.

Interesting to see that SRT is relevant in this area. It’s a very hot topic at the moment, as we can all understand. I am up 130% since April on a very fortunately timed – but unfortunately very small! – Investment in Tekmar, TEG. It is racing away at the moment and would be complementary to SRT in this area. But it’s not yet in profit, and it’s very small. However I’m not taking profits…!

Thanks everyone for a really useful discussion.

I bought back in 2020 at 57p, so of course v happy (with this). Thanks to TrekMadone and the Daily Mail. I think it's a great way to both buy into and in a small way enable Africa's growth and growth potential, both with the phone and data service, and the financial services. Money and comms - for the little guy: both just a bit important!

There was a good rise when I bought and then a long pause till this year, so when this rise falters I will probably lock away some profits for a time, and watch for the next wave. But whatever, it's a great long term buy.

I do have one concern, though, and that is that if I understand it right nearly 80% of the shares are controlled by the same family. It's now a £10 billion company. Does anyone have a view on that??

Interesting. According to the Stockopedia Daily report Feb 6th, they said then Revs would decline FY 25 by 8-10% - and in fact they declined by 8.2%. Stocko also said they said margins would improve 1-2%, and they improved 1.8%. I like that they were both within management predictions, while both results were on the better side of the predicted range. Inspires trust.

I'm in , small holding, at 15.175p. Very cheap, could benefit from AI, prospects seem to be improving. Stockopedia seems surprisingly positive about the prospects of bankruptcy!! Even AI Grok seems to like it?!

I know, haven't time to explain all, and I was hurrying, which is not usually wise, but anyway in as above.

Thanks Skid – but also Thunder. I don’t mind being reminded of issues that I need to keep an eye on. A quick look at Stockopedia has the operating margin at -21.3%. Minus! That’s enough to warrant being careful. My stake is very small, but by very good fortune I bought in at 4.5p.

You may shout at me, but you may be interested in a Norwegian company called Norbit(NORBT). I have done very well from it and although anyone buying would not be coming in on a low, having taken some profits, I have no plans to take any more out for a long time. It’s not a competitor of TEK as far as I know, but it’s in the same vital and growing field.

PS. And investment in both the water and electricity sectors may no longer be possible for strapped governments to postpone or scrap. Both seem vital to me. We CAN'T RUN OUT OF WATER!! [Worldwide as well as in the UK. One of my best investments has been in water desalination plants, via CWCO, a US company.].

WHY is HERC so cheap??