Future28 Sep 2024 08:21
So overall and better week but much more progress needs to happen , I'm certainly a little more optimistic that the SP may recover over the next 6 months or so Into the low teens but for that to happen I think we will need to see a strong outcome of the Guidant funding round . Id like to see this sooner rather than later as it seems to have been ongoing for a while , with Haruald alluding to a positive position on a number of occasions . I also do think however that the shocks are probably dead and buried and Majbe time to move on from it , hydrogen will have taken over before they get a decent contact imho
Salts interim results were clearly heavily optimistic but with an admission that things have progress slower than hoped which is fine as long as the big contracts come to fruition .....we will see but it seems they are moving in the right direction
Lucy , well who knows what's going on there ? Take over , stake building and with the Rebook launch round the corner and the safety glasses on the market they could , yes a big could surprise us all !
Bell, not really sure as I had big hopes here but they seem to have lost their way with cost increases and overheads , still a reasonable chance but we don't hold much of the stake anymore
Now the new IPO is very interesting as iv read much on here and still not quite sure what to make of it , is it really TEK just spinning off to raise cash or something a little separate ?? Time will tell but one things for sure when the float goes ahead if it does well it should very much add decent value here
Decisions next week so do I slice HE1 before the news due over there and buy more TEK , that's a dilemma ......
Anyone else thinking of increasing their stake here
Have a great weekend
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