Thoughts for the Weeknd2 Sep 2022 09:04
A few on the MB recently have questioned the overly optimistic posters with rose tinted Lucyd glasses and that's ok as long as your counter arguments stack up . So it will mean not much to most but as it's my money and part of kids future it does to me . We can't ignore that the markets are pretty dire , heavily influenced by nervous investors both private and institutional looking at a very uncertain world. But the world doesn't stop and it keeps moving , companies still grow albeit to a lesser degree majbe .
There are some negatives around TEK these are the recent rejection of the Lucyd Mkt cap after float but how many companies like Lucyd get to raise that sort of cash in the first place so positive as well. The time it seems to be taking to get Microsalt orders will without doubt cast a shadow for those less patient , but let's remember that once the orders flow and they will it's race time !,. Then there is our stake in Bell and obvious that this is a great company going places but a lack of granularity on details and numbers also mean's the less patient bail. Then there's Guidant , a massive potential market with. Great USP in its RMC , but it again takes time and doesn't happen overnight
So for those without patience or looking to flip flop a huge amount its a tricky one
Many AIM companies are one trick ponies with inflated Mkt caps....TEK is the opposite with so many irons in the fire and Lilkley new portfolios to come over the next 12 months
So what could happen and why do I still hold and keep topping up
Lucy ....will do ok and may be bought out
Guidant .....awe know the Autonomous market is only going to grow and will be part of ours and our children's future but the wheels turn slow
Bell ....will imho become a Mkt leader and have the USP to be a Disruptor in that space
MICROSALT....this has always been my gem , the one that could absolutely disrupt the snack Mkt and beyond and lots to come from them
I'm not saying I don't get impatient with the progress I'm.ibky human but I certainly wouldn't be having around and mopping up cheap stock if I didn't believe this will be Stella
Anyway have a great weekend all
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