Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Small point that shouldn't be overlooked.
Bell CEO - No track record
Lucy CEO No track record
SALT CEO. Excellent track record
Guident CEO. Outstanding track record.
Easy to knock TEK after the BELL and LUCY but it's completely wrong to tar SALT and Guident with the same brush.
Guident valuation penned in within weeks/months. Might surprise a few
Yeah, Lucy s only way out is some sort of spectacular buy out, or total sales lift off. Can't see a way out for them. This is the one business in the portfolio that I totally agree with the carve up at IPO stage.
Easy to say that TEK should have done the same with BELL in hindsight but it was managed poorly and the first product manufactured poorly too by all account so should have been 'winning' by now
Hopefully Microsalt and Guident will show them up
Thanks IP3LY. So Microsalt Inc, own Salt but we can't lay our hand on liquid shares. Just become a bit more long term. May I ask when you received the email?. I got one from Microventures a while back saying they were writing to Microsalt for clarification but nothing ftom Microsalt, just a 300÷ group email about it in my junk file. It's a bit weird. I'm wondering if Microventures, or Microsalt Inc have had a data breach of some sort. Didn't expect to see anything for a year anyway so I'll let it unfold. Keep me posted and I'll do the same
Impressive Mrozzy - Good chance that might translate to a very large contract with a big name. It's really snowballing.
Can't quite believe the market is assigning zero value to Guident and I don't care for the ' lack of mode of value transfer to shareholders' comments that are frequently banded about on here. Same as any junior company until they start paying dividends so totally illogical but it's developing so quickly I think major news, that just can't be ignored, will drop at some point.
Good morning IP3LY
Thanks for posting. Received the same myself. Don't really know what to make of it. Quite technical but sounds like some of the larger 'pie' owners got a payout instead of a share swap - I imagine cheaper to TEK capital.
Still looks like the rest of us will have to wait for a year but then will get a par for par conversation, so fingers crossed the SALT Sp is far in advance of where it is now !
Have a good day
Correcto CM. 100%. Pedigree CEO and suitors listen to him. All these advanced tech companies are falling over themselves to utilise Guident's niche product, because of him, I suspect. Trusted and respected.
That 'conservative' valuation is inbound and 'should' cause a bit of a stir in this little eddy.