Member Info for SD235

TEK not TEF!

I am having a pedantic moment.

Agreed I suspect the delay its more about market timing. Donald is to blame he has no consideration for our beloved TÈK.

I Must admit I am only in the shares for Guident but Innovative is looking like a decent company. Of course actual profits need to be made before we can be certain.

At the moment share price rising but not keeping up with NAV

Best to look at the share price graph for this company.

Up and down ie sideways as you stated BUT well below its previous peek.

So yes to your question but be prepared to dump when it passes its previous peak.

This is a value investor share. The manager has no interest in growth companies (his words not mine)

Decent dividend

Stas20

"Guident IPO round the corner"

Which corner? I reckon next year getting to close to Christmas, to many things on peoples mind near Christmas. Sold some at a 40% profit may end up buying them back!!

Down 2.2p at the moment dividend 1.75p.

Domiciled in Jersey. No tax

Expecting straight line share price growth is living in a dream world.

This is a chance to get in cheap.

This is almost a buy and forget share. Obviously an exaggeration as there is no such thing.

QuotedData Friday podcast had it and NAVF as discount anomalies.

Remember Visma sale coming up.

How does Tek gain? Nothing said just helping a mate!

Under the fair contract law (introduced by Labour) I don't believe they can change it. I will of course require the companies to take the government to court.

Again I don't believe it's legal.

And no move in the share price.

It adds income AND at least a small increase in the NAV.

Thanks Sangijuelas1

on Hargreaves Lansdowne. They are often wrong on....just about everything!

Coach USA Inc Shs Cash settlement at USD 42.00 a s

And Raven Russia Ord

The latter is valued by AI as worthless and the former is almost a secret according to AI.

I have been unable to work out what they really are.

Help

Struggled to add to today

Rejected orders. Only went through once the price peaked. Very annoying but up 30% so far.

Discount is ridiculous but taking out the 20 year lease on the building complicates everything.

I know free first year and £1,000,000 to boot but they need to get the space rented.

What is the normal spread? It looks to have doubled?

Got a WhatsApp video from my daughter yesterday she is in San Francisco she was in a driverless taxi. Therefore there is clearly already control rooms and the required software. NOT going to be an easy market to enter. Yes to some degree they already have.

Maybe related to GROW up 8% at the moment.

A lot of growth capital showing some upward movement. Augmentum seems to be an exception.

IP group on a very tasty 45% discount and 50% Cash.

FIPP just small holding for me due to size. That can of course lead to some sudden staggering short term gains. My very small holding in SEED was up 40% plus in a month (sold)

Worth noting there is small and ridiculously risky short on GROW?

Share price rising Almost across the board for growth capital.

Exception is Augmentum which is very surprising. Also ip group is on 45% discount while holding 50% of its NAV is cash.

Worth looking at the rather small fipp.

GROW is my largest holding....as of today.

Worth noting Chrysalis didn't sell any of Klarna because it valued it at $45 a share while it came to market at $40.

It maybe that other assets are overvalued. Chrysalis is my smallest holding.

Yet no bad news. I can't say the same for other growth capital. Seller in the market?

Creeping upwards BUT still on 35% discount AND 10.6% dividend.

The true definition of being paid to wait!

I can wait and wait and wait.

James Carthew has invested in BPCR.