Member Info for TopCatz

Morning Sea.

Who knows but it's early days with SALT so still plenty of time for it to progress. The sell off was due but it's settled at a decent level which infers there's still a lot of interest there.

We'll have to see. GL with your re-entry there

So £115k large sales on Bell yesterday and a SALT shareholder exercising getting on to £50k of warrants.

I'd wager the BELL sales are TEK and I think they might be exciting. Not sure about the warrants

Morning all

Yes, that's true. The respective CEO's are in charge of this angle now though, for the 3 listed companies.

I wouldn't mind betting that Rick Guiney and crew do it well

Some income figures and a potential listing will do me Mrozzy.

New news will be contracts and new alliances I guess. If they get another state contract, I think that would be very positive, because it would infer there's lots more to come.

I might ask Cliff for a job. I cold make a better fist of selling this lot to punters than their own comms team

Quite right Sea. It needs to be addressed at the next Investor Presentation - More so now Guident is the only company fully under their wing. They need to be shouting about it from all the rooftops they can get on

We can definitely agree on your last post CM.

I think now Microsalt is standing on their own feet that TEK management will really focus on Guident, so I would expect them to come to the fore through the news channels.

I always get the feeling their's a lot they could say, but don't and it's vague whether they even have under TEKs umbrella. If they were listed, as you say they would literally be obliged to RNS everything of material value/affect etc.

Be nice for the news to start flowing consistently with them

Totally CM

But rather than banding about the intention to sell it trade by TEK management which is clearly far too vague for the market to digest, and the business to opaque to be quantified value-wise, just list it and let the general market value it accordingly, they can raise at the same time to get them on their way. I just can't fathom out why they wouldn't.

It's valued at 0 as far as I can see so it can only be good

I'll get back in my box now. I know I go on :/

Morning all - Impossible to say with TEK but I think we might be bottoming. Short term still in an uptrend (although it doesn't feel like it right now !) chart-wise. Probably needs some sort of catalyst to get it going, or the Microsalt SP to bull up. It's actually holding up well after such a strong rise, and the inevitable profit taking. You'd hope the presentation, if it's good will garner a bit of interest - Still something very nice brewing for week after next but not confirmed and could easily not come to fruition.

GLA

Date Price Min Price Max Price

2024-02-22 14.627 12.979 16.274

2024-02-23 14.937 13.213 16.591

2024-02-26 15.677 14.064 17.401

2024-02-27 16.155 14.442 17.735

2024-02-28 16.347 14.798 17.995

2024-02-29 16.693 15.052 18.475

2024-03-01 17.003 15.389 18.751

2024-03-04 17.743 16.109 19.287

2024-03-05 18.221 16.568 19.902

2024-03-06 18.413 16.747 20.070

I'm watching Bell for that closely for that Bads, especially in March. It wouldn't surprise me if they sold into any volume once the deal is complete.

Just a total guess though.

Looks like others are thinking the same as you Sea. Buys coming in now.

One way or the other the disconnect will narrow. 33% way too much on physical holdings even if we forget Guident exists (which the market has)

Yeah, hard to figure Sea. Strong rise though so perfectly natural here and will find it's feet soon.

They really should consider floating Guident. It could have even more of an impact than SALT on the Sp.

It's tricky with Bell Sea. I like it but I can't trust TEK not to sell more. They've sold it 3 x and every single time it brings the SP down. If TEK were to exit fully. I'd buy Bell for a long term hold, but not before, but then again, wtf do i know. These inter-relationships between all the portfolio companies with TEK make it all a bit complicated.

Good luck whatever you do mate.

Now trading at a 33% discount to the value of SALT/BELL & LUCYD holding - not even taking Guident into account.

No wonder Elie and James K are increasing their stakes.

Still a strong buy.

Bit of profit taking, to be expected, Without news sideways trading 14p-16p for the next week or so.

Something may be brewing chartwise, will take a couple of weeks to confirm and anything could happen in between that, but if not at end of next week, early the following week. Aligns quite nicely with the SALT presentation but that's not what i'm looking at. Might be an excuse for the trigger though.

Mystic Meg will let me know and I'll pass it on when she does

GLA

Haha Puma.

We'll let you off.

And Lucyd can only really surprise to the upside.

Risk free as also valued at 0 ! They need a massive fking rabbit to get that one going :)

Let me know if you re getting bored of this. Not had many reasons to shout out recently.

Salt at sell price today worth approximately £40 million quid to TEK. TEK MCap £30 millionish + includes BELL & LUCY (a battered valuation of £3 million to TEK and Guident.

TEK behind, even applying a discount as previously discussed.

Hopefully a good day in store

I think we will see news being released on SALT before the presentation over there so hopefully a steady tick up to 1.50.

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I think you're right Sea. They'll have lot's up their sleeves as well imho. They're keeping info close to their chest for commercial contractual reasons I guess, but there may be clues.

An advancing SALT sp should see TEK heading well into the 20s in short order. 27.5p will be the big one to crack. After that just horizontal stuff with the 30s. If the news is good, I don't see that being a major issue either. 27.5p is the one to watch

Change of tune.

Loads of it has been ramping this and telling everyone £5 was imminent all over. The imminent minimum wage increase and retail backdrop were already known. Maybe he was getting out whilst you were getting in.

With sentiment on the wane here those results in March better be good. If they're average or worse it's only going one way.

Watching with interest. Can't short on a spread bet at the moment (results imminent) but otherwise I'd take a small punt.

Chances are it's going South

That would be great CM. Thank you

2 very successful floats (not TEKs fault that BELL failed to make the most of it). At least they know how to get it done

Maybe CM. I get your drift but it was the listing of Salt that's given it a value that cannot be ignored (even at a discounted rate). Guident could arguably be worth more. A listing would immediately attach a value to Guident