RE: TD Group29 Oct 2025 12:09
I noticed some critical posts here today on the TD group, therefore I decided to write down what this group is really doing and based on that, everyone can have his/her opinion.
I took a few years back the initiative to team up with some long term investors in Cap-XX which each other knew via this LSE share chat.
I stole this idea from someone who did this before with another public company with very good results, that company really embraced this initiative. They understood that the shareholders wanted the best for the company and also noticed that they could get a broad field of “free” consultants and even invited the group to their HQ for some brainstorming on their strategy
With Cap-XX, We are in the mean time a few years later and this initiative showed to be a bumpy ride.
Our way of working:
- Every team member has to provide me his personal details and holdings so we know that the total number of 12% is quite accurate.
- We have a whatsapp group where all kind of info is shared (all in public domain) and ideas are mentioned. RNS’s are analysed in depth and progress of the several costumers are updated (For example energous and which headset company will it be ?)
- We even buy products (Samsung pen, Spire Health tag and recent Samsung earbuds) by “crowdfunding” and we perform teardowns.
- We have some emailing where formal things are handled, like questions to the BOD’s etc. Drafts are made based the collected input from everyone and reviewed by the team members before sending them out to the BOD´s and Allenby.
- We even vote to determine go/no go for certain initiatives.
Basically it is a group of people with a strong believe in the technology and with a lot of brainpower in a wide field of expertise (from artists to engineers). However, we are all individuals from legal point of view.
I hope above explain that we as group have some added value for the company and the strategy.