Member Info for TopCatz

Thanks CM

I don't subscribe to the FT either, but it's okay. We were doing the sums here long before ST got involved.

Publicity is good though and I'm happy with the Microsalt float today. Went about as well as expected. I think it's almost a given that they'll have an RNS or two up their sleeves to get it going too.

Thanks Bazz. Not a subscriber so can't open past the first few lines but get the gist.

Whatever his calcs are today's rise on Microsalt has already added 1.15p to the bottom line valuation.

A few more days like that would be nice

Well done - I bought at 50pish and sold at about 70p first time around with Bell. Should have waited longer but in and out with a profit is never grounds to complain !

Mircrosalt with it's increasing Revenue has a good chance of holding it's gains and advancing handsomely so I think you 've bought well there.

GL

Totally agree with those comments CM. After that dreadful Lucyd launch were it opened at about 25% down they needed to rethink their strategy.I expect the Salt SP to mirror BELL which increased nicely so they have a year to get some major deals across the line and beef up revenues which you'd hope they are capable of. We saw what happens with Bell of they don't but as they already have sales channels in place it should be a different story. No surprise to see a bit of profit taking. RSI very high so perfectly normal. You'd expect TEKs sp to allign with the sum of it's parts (as it did with Bell at outset) over time.

Lots of news to come here

Even IG Index have got it on. Wasn't there first thing.

Might be worth a dabble ?

Make that £2 million.

If this continues, major rerate for TEK on the cards. Let's hope it continues

Every Penny rise on Salt worth ariybd £330,000 to TEK. Already about a million quid up.

GLA

Hahaha. Where's the cow farting. About your level

Perfect. That should act as a safeguard and protect the sp whilst they get on with it. Clear why the valued lower now.

Morning all

Mr Ozzy. You're right I'm being uncivil. Apologies all round. I didn't even do the calc right. should have been nearer 50% than 70%. I'll get back in my box

I sliced,by 10% it paid for 40% of my original stake.

Here's a little maths lesson for you fantasy trader. Your stake £10 bought at 7.5p. Sell now 11.5p. 70% profit. We're all happy. £10 stake now worth £17. Excellent. Top slice £1.70 (10%) - That covers 17% of your original stake at best as not including spreads, trading charges etc. If you're going to lie, at least use a calculator

You must be an alias or related to the other lord who frequents this BB

I sliced,by 10% it paid for 40% of my original stake

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Now we know for sure they're all fantasy trades for sure

Question to anyone ; I know you got your money returned last October. Will you be buying in direct tomorrow ?

I'm guessing there might be a bit of money on the sidelines ready to get in on the off. Hopefully Zeus Capital have done the rounds and got some pledges too. Fascinating being one of the first IPOs on AIM after so long

Here is the 'snippet' re Guident and their secondary company for anyone interested :

Guident ltd intends to accelerate growth of its Software as a Service (SaaS) Remote Monitoring and Control Centre (RMCC) solution that is currently generating recurring revenues. The Company has engaged a leading US investment bank, Paulsen Investment Company, to raise capital for expanding its RMCC business. In addition, the company plans to conduct further testing and appraisal of its proprietary Regenerative Shock Absorber technology after completing successful trials with a tier-1 tire company.

Guident is arguably more valuable than any of the other companies and TEK currently own 100%. It's the jewel in the crown.

Lots of partners and Guident's software just slots into their stacks. All on record. Harald Braun has an immaculate pedigree and has worked for the best. They are already producing revenues. recurring. The beauty of software is the ongoing service charges, licenses etc. Software is massively profitable and always has been.

Not saying they won't need some sort of funding at some point (some think we need to fund a satellite but I think they're about 3 years old by their posts, but the secondary company ReVive was created to separate it from the core business for 2 reasons ;

A. so it can be hived off and sold (that would be a special divi right there)

B. In order to raise independently, ie not through a TEK placement etc.

So I'm not so sure Guident does need bottomless pots of money to advance, quite the opposite.

I'm pretty sure that this will be a big year of Guident and that the news will come thick and fast. No one really knows how to value it but i think it's probably building the best business model of all 4 of the portfolio companies and I'm bullish on Microsalt

Thanks Ip3LY. My eyes or on stalks at this time in the morning! I think a lot of that refers to pre secondary market regarding transfer etc but they ll be one tomorrow so we'll just have to wait to hear from Microsalt through Microventures. Quite relaxed about it. It was bought with TEK profits anyway and we've waited this long so long. Hopefully we'll hear something in a couple of weeks. Would be interested to know rtom anyone who was in bell or lucy pre float. Anyhows, boring to most I expect.

Let's hope for another solid day of buying here.

GLA

Somehow I doubt we'll hear anything until a few days after the float. Im guessing only a select few actually know the terms and conditions for starters.

I differ from you a little with the lock in. Although I'd love to cash in right now (I have 2 younger kids that are a constant drain on finances!) I'd take the lock in option all day long. Bell got that away and their SP went from strength to strength on potential alone. They weren't even showing increasing revenues.

Imagine what Microsalt could do over a year with a lock in. Our investments would most likely be worth a lot more and it would also strengthen TEKS sp as their value increased. Think of TEKS market cap when BEll was winning.

I can't even remember their being a mass exodus for the door with Bell after a year either and during all that time there will be plenty of scope to advance.

Just my opinion of course but I will be eager to see the float terms and conditions on the day. TEK hold 77% (after float i think) and the Spanish investors (venture capital or whatever they are called) hold nearly 5% too. I doubt either will sell any regardless, so free float will be relatively small.

It all remains to be seen though so I'll stick with 'cautiously optimistic until we see how it all unfolds

HI IP3LY. Good to see you about.

You won't be down on your microventures purchase. I made it too. Doesn't matter what you bought it at, it will be what the company was valued at $4.5 million dollars when I did it. It will now be valued over $20 million dollars so should be good profit in there. Don't know when we might hear from them though.

30P is not impossible. Depends on a lot of things. Microsalt will be worth 14.5p to TEK assuming it maintains it's value, more if it goes up. Then you ve got Guident.

Lucyd and Bell are probably worth about 3p in their current pitiful state but both could double overnight with the right news etc from their basement levels.

Lots to look out for.

GLA

Morning Sea.

RE Guident. That's exactly what I was thinking. They can really get some value into the SP here and we haven't heard what Gudient have been up to for a while. Their revenue stream was shaping up quite a few months ago.

Hopefully they'll release something shortly after the IPO to maintain interest.

I'm guessing Lucy (40% ownership) and Bell. 7.x million shares are also due a turnaround in fortunes, so coupled with an improving economic backdrop we could get a decent run going over the next few months.

That remains to be seen of course, but it's not out of the question. I think it will be newsgate around here from IPO date onwards.

GLA

It is Clenched. They've set the bar lower, presumably because market conditions are so difficult but they need to get going with these pending orders. Ironically this product imho is so much better than LUCYD (I'll exclude Bell from my comments as that product is good too, just they've failed to get over production hurdles) and this lower pricing fills me with optimism that the shares will be in demand once on the market.

Fingers crossed