202331 Dec 2022 10:28
Firstly hope you all have a great old years night
So where are we:
Lucy making stronger gains with multi year global deal, many have I think underestimated how big that is and is truly global
Bell numbers due, global agreements and china releasing capacity through unlocking of restrictions. Seemingly they can sell easily what they make so upscaling production is vital ....Philips may make a play for best in sector !
Microsalt shakers out in USA under a significant distribution agreement. Watch this space Sainsbury's is next !!. First ready meal deal secured and hoping that many more in the wings . Breaking into the snack market globally had to be the big prize of 2023
Guidant , shock absorbers still an ongoing project that imho will be bought by a Major , majbe not massive but may have way for a small special divi. New contracts on the way as more and more news and laws passed on Autonomous resources needing human intervention. Guidant well placed with lowest latency of transfer of data around
For balence the global economic pic remains bleak and will clearly have an effect of prices. However Tek are well placed to ride this out all imho
Good luck all in 2023