Member Info for rizq786

The CEO is just milking the company now, 250k wage plus 250 bonus whareas we as shareholders are having to see almost the lowest SP in 5 year chart. We shareholders need a liquidity event through divident or share price growth which he seems unable to commit to or maybe doesnt have the skills to deliver. He needs to go IMO.

There needs to be some accountability as they keep missing targets and deadlines

Cliff really needs to up the game or give up his role and find a suitable CEO. He doesn't communicate strategy and timeliness well and importantly hasn't frankly brought about shareholder value. These bufoon CEOs talk of Market Cap appreciation but they neglect yhe fact that as Shareholders our true value lies in Share price rerate, dividend or both which has been lacking.

I would say don't always look at spot Share price, if you see value then go for it. Chances are the SP will catch up if you're assessment is correct.

Based on the news coming I see real good value here, and there is great potential upside surprise. The risks are there, in my opinion, the management of Tek is quite underwhelming and hasn't managed to protect shareholders value.

I fully agree that TEK needs to be smarter in terms of giving its shareholders a liquidity event as the price of TEK SP and its Holding companies dont always allign. As a result we see the disconnect bewteen theoretical value vs actual sp of tek. Also tek needs to protect its Shareholidng as it's being diluted down so heavily despite taking all the risks and funding it at its most riskiest stage.

if Tek shows that it has protected itself in Microsalt Ipo or creates a liquidity event for us and we get a decent IPO of miscrosalt then i can easily see tek doing 100% rise to reflect our NAV and also future potential.

Good luck all and hope Clifford has learnt a thing a two in how to protect and provide shareholder value.

Just to add to my earlier post, I've seen companies restrict dilutive placement, sometimes they will have clause to protect certain percentage holding or are given cheap warrants to avoid dilution and at times they take place in placings to retain shareholding.

So two companies now that we've founded and funded and are being diluted to an extent where our holding is probably way below our investments in them.

It seems there is nothing from Tek when it comes to protecting its holding. The value is depreciation that's market mechanics but TEK are being diluted to oblivion and are not doing anything about it

I'll be sending an email to the company about this . Very poor management in this regard.

The build cost was said to be low as infrastructure was already there and the fact that its low intensity production. It was at around 100 million so the current cash low projected at $10 million is a decent starting point for debt finance. They will have off take agreements of other materials with govenrment as mentioned in webinar. Also vision blue have tiered options so i think it is quite good in temr of overalll economics. Yes the current operations have been dragged and been poor but it was said that everything is in place now and production report will be given quarterly.

I think the invesmnet case here at 10p carries a lot of upside.

Frustrating but Far will be in an upward trajectory soon when the quarterly sales update start coming in leading to feasibility update. From there on we have vision Blue to make investment class at varying prices all of which, hopefully, gives a base to the price.

Good luck all.

The market does feel bearish at the moment, all the shares I track are down and hardly get going even with good news. The shares that do go on a run are mainly ones which are promoted heavily on twitter and are busy on lse.

Having said that, I think TEK is a good position right now. No debt, two companies listed so actual NAV, microsalt making good connections and in roads ( albeit without financial detail) and a fourth one which is set to receive money generating orders.

The only risk is placing which has been frequent, just pray that we dont need anymore.

The risk vs reward is positive on this imo. So i add whatever i can adn pray the price makes a move soon.

I think the portfolio companies progress not reflected in our SP is quite common. But the underlying fundamental is getting stronger and sooner or later it will A
chatch up. Also what's positive is that the more of those that get listed we will be able to montise either through sale of shares or special dividend at some point. I'm happy to accumulate and wait so long as progress is being made.

A also really like the chat gpt enabled glasses. It will really take off soon I'm very optimistic. The best scenario is driving with such glasses.

Good luck all

Some underperformance from Bell since and Lucyd share depreciation since launch has contributed to Sp decline. Market punish underpeformance heavily and reward performance tentatively. Also few raises at Lowe prices haven't helped.

But I think now is the time to accumulate and wait and hopefully soon the sp catches up.

Good luck all

I think TEK is really doing the business now withbits portfolio companies. Microsalt is a real need and is getting the attention of major retailers now. As has been said by Clifford all the portfolio companies address billion dollar markets. If anyone one catches on then tek could make serious gains.

The price is still 50% below NAV

Does anyone know where I can watch the presenation?

What makes this company attractive for investment imo are the following

They currently have small and profitable operation

They have Mick Davies on board the mining giant with experience and contacts

They have a massive resource with very low cost perhaps the lowest cost once in production.

They have other by products which are being investigated which, if susseful, can add hugely to the the companies profits.

They don't require huge investment for deleveloing the mine which is stated at aorund 100 million so quite possible to raise.

They also have a outlined investment of tranches with vision blue which they will hopefully take up at 25p all the way upto 75p.

So the risk from here is small IMO but do your own research

as far as im concerned, the company has done the right things in the last 12 months or so as ealrier posts have stated. I do sympathise with long term share holders due to sp decline. For me, i see it as a desperate sell, so wehether other companies are sniffing that and not shwoing their cards yet i don't know, we will find out by end of september. But the message i would like to be ratified is we will go into production if no sell or jv.
the asset and everything else is positive in rellation to current mcap.

I think they seriously need to consider adding a younger member to the team, ideally one whose connected and or can take it forward to development if needed.

The resource is there and the potential of growth is there, and the price is low so the company may even accept a low ball offer despite that we have seen eric sprott bit taking up options and the massive seller along with share decline which indicates lack of interest.

Bill and Co can talk about taking it to production but not at his age and I'm not convinced either. So their only option is Jv or sell but their hands are not strong here

Everyone is thinking Russia is going to start a war with anyone and everyone due to media coverage. Ukraine is a very strategic position for both West and Russia and that's why both want a Govermnet that is pro them. Also natos expansion is a big talking point which anyone who has followed impartially knows very well.

So I don't feel russia will do anything to kazak, but if the war escalates then the west will push for others to take sides. Its good lot of countries are being neutral and trying to resolve it diplomatically. Russia is wrong in that they started the attack, and horrible that people are being killed, but there are many countries who want the war to end and the full issue to be resolved.

didnt say china has alliance with india, said the russian alliance with the two, and as youve said everyone has different interest they look after so in a sense everyone suffers.

The west is not in a position to make putin pay beyond the sanctions they've imposed, as everyone suffers if it goes on for too long. and Russia, China and India alliances are growing all the time. So the quicker it settles its good for everyone.

But importantly Kazakhstan is not dependant on Russia and the mine will have many takers, I'm sure of that.

It will be the lowest cost vanadium producer, might even be negative due to other by products. So will have plenty of takers.

Everyone to their own