Member Info for Weathergeek

A few of my notes for the new comers today. Amazing news on one of the investments this morning. Not the one with the biggest potential either. TEK is a solid investment.

IP Specialist based out of the Oxford Innovation centre. In addition to a growing portfolio of university IP investments, Tekcapital helps research institutions and businesses develop disruptive technologies and expand their portfolios of intellectual capital.

Year - Revenue - Profit - Profit Margin - Net assets - Book Value per share
2017 - 7.04m 4.15m 59% 7.31m 25p
2018 - 6.83m 4.56m 66.7% 14.0m 29.7p
2019 - 7.72m 5.52m 71.5% 20.8m 35.3p
2020 - 5.18m 5.18m 57.9% 23.5m 29.8p

The company has been run very well, carries no debt and is cash flow positive. Last year’s numbers where up to May 2020 and this year is a huge year for TEK. Along with income from the University IP side of the business the company has 4 core investments right now.

- Salarios 91.7% ownership - Microsalt. Owns patented technology for the production of micro salt which reduces the needs for salt by 50% but no reduction in flavour. Potential market - £Billions.

Recent news

https://www.lse.co.uk/rns/TEK/salarius-launches-on-amazon-north-america-avthqqaie12vgrz.html

https://www.lse.co.uk/rns/TEK/salarius-mexican-distribution-agreement-muoy3o05vxo2w5x.html

https://www.lse.co.uk/rns/TEK/salarius-distribution-agreement-m2mrwowvn6xfmff.html

Website

https://saltme.com
https://salarius.co



- Lucyd 100% ownership - Smart tech eye wear, patents owned, new product line launches Dec30th. Potential market - £Billions

Recent News

https://www.lse.co.uk/rns/TEK/lucyd-patents-0fsgyrd1nohcm0g.html

https://www.lse.co.uk/rns/TEK/lucyd-ecommerce-management-appointment-0j11676fgnc7ykk.html

https://www.lse.co.uk/rns/TEK/lucyd-update-fjlwh871hxspal1.html

Website

https://www.lucyd.co

- Guident 100% Ownership - World-class software solutions for improving the safety, control and benefit of Autonomous Vehicles.
Potential market - According to Allied Market Research, "the autonomous vehicle market is expected to reach $556 billion by 2026 with a CAGR of 39%. Contactless or "touch-free" delivery is in high demand due to the COVID 19 pandemic. Guident believes this increased demand will accelerate the roll-out of land-based delivery drones for food and medicines to improve their availability and reduce the costs of these deliveries.

Recent News - Some of which is so big its quite hard to understand how this is under the radar.

https://www.lse.co.uk/rns/TEK/portfolio-company-update-guident-ltd-b21my9ueri9s9m4.html

https://www.lse.co.uk/rns/TEK/guident-files-additional-patent-0h7gcclthb317bq.html

https://www.lse.co.uk/rns/TEK/guident-update-32getkhf8fn6juv.html

https://guident.co

Been fully loading up. Seemed a no brainer to me.. GLA

Yes! Well done all, Knew something big was coming. US listing was for a reason... always the way, just as shareholders were losing patience! This board has been a lot more negative so nice to see some positive moves. I hope non of the LTH sold up in the last few weeks. Should make for a fun week...

Will be more subtle press over the weekend adjusting the collective psychology to the idea of COV-ID, declaring your test or vaccine status. CTEA the most advanced and experienced firm in the sector with the tech ready to roll and study cases with bigger populations than the UK through afrik-ID. Should be a fun few months as the re rate happens.

Ohh so close!!! Where we having the £1 party? I have a small purchase of these at just over 3p from last March. What a journey.

He does mention that and says he couldn't say due to his position with his companies investments. It's certainly another plus for BTC. The sign of something taking hold in the mainstream, is people changing their minds.

Just posted this on the ARB board also but may well be useful to the team of CLP also, give his team a call!

Nice to see a swap in opinion fro Mr O'Leary. Very interesting chat here. He would like to invest in a miner for royalties in BTC.

Link is in the right place to hear what he says about mining.

https://youtu.be/hyukWwn9PqM?t=310

Nice to see a swap in opinion fro Mr O'Leary. Very interesting chat here. He would like to invest in a miner for royalties in BTC.

I really would not be surprised if Peter was in talks... If not go give him a shout Peter!

Link is in the right place to hear what he says about mining.

https://youtu.be/hyukWwn9PqM?t=310

Been moving in the correct direction for a few days. Slow and steady wins the race. Spikes can be nasty.

I agree with your assessment of the CEO BB, the things is, if they do release RNS's a lot just updating every little thing etc, that can cause more volatility in the share price. It's a fine line and this BOD seem to me to be edging on the side of caution rather than ramping up the prospects. However, I am expecting good progress this year as as some other posters have highlighted, some things are taking a lot longer than originally planned.

Things are progressing but I did expect more progress with the Salt side of things. I feel maybe that is actually a destructive product to the market place and they maybe finding it hard to penetrate the market. The existing competition will be resisting and for me I think licensing the tech is the way to go there.

Lucyd is actually impressing me more than expected and I personally like the verb social media idea too. However those type of ventures take a good while till profit is seen. The network effect can make profits huge when they do come though. Sales of the glasses look good and so does interest. The amount of lines needed and planned again is a big investment and it make take time to see bottom line profits while that grows.

Bellascura we all await still. If it does come it will be huge, if its a disappointment it will probably have quite a negative effect for a short term time on the SP.

Guident, to me the jewel in the crown. This has the potential to earn silly high profits and margins and it could list/IPO on its own with the right PR now for more than TEK is worth as a whole. Early mover advantage and future world proof. A massive growing and changing industry. This one to me is the golden ticket.

Lets hope for more progress and news through the year. GLA

Haha, Trolls coming out to play.

Well these are the ones I've made note of this year.. Considering we are still in lockdown, I'd say its about to get busy when we come out as clearly, CTEA are assisting in that.

· The pharmacy sector with 18 pharmacies;

· A festive season outdoor event (as announced on 15 December 2020);

· A major UK mobile operator; and

· Badminton England (as announced on 15 December 2020)

. FTSE 100 companies

. Fortune 500 company

https://www.share-talk.com/guy-meyer-ceo-of-catenae-innovation-ctea-l-interview/#gs.uy3nfn

Nice sound that when the penny drops to the market. Well done to Share Talk for the interview. Mad op at this market cap.

Unreal op, silly market cap for a tech innovation company working with the government and has the scalable tech ready & waiting and already in action. No brainer for me at this price.

Following on from that, we then rose quite a bit from 2.8p. Wouldn't have thought a big rise would come after a big sell like that. To me this announcement tells me insiders will already be buying. I'm not convinced that was a sell. As you say casual, it makes it look bad which can play into the hands of MM's.

Great interview. The tech has many uses and is a no brainer in a digital world. Cheap as chips this one.

Went back to have a look at the minute candles. Price at 12:36 on the 26th Feb was 2.80p. That looks very much like a buy at that time/price as the spread is always fairly big and I can't see a sell like that getting market price. A buy would however. The only other option for it being a sell I would guess at is it was the 2.5m placing shares given as payment to the broker. They would get a sell price that good.

Adam, don't be so soft and by no means stop posting, I hadn't seen that further dilution as you are correct it wasn't RNS'd nor is it available on the TEK website that I've found so should have dug deeper on the Funding pages. I apologise if you took it personally. That's not my intention, I just see a lot of BS written on these boards and I'll challenge something if it was different to what I had thought. Anyway, don't be put off. You all raise valid points even If I don't like being negative on the firms I invest in, however sometimes it is needed. I got a lot of abuse on another board because I changed my mind on an investment so have taken my fair share of abuse on these boards. It's not good to be an echo chamber, challenging each other is good.

All the best

Weather

I only ever use stop losses when I want to sell. Work a treat then.

You know it's Tory Mp's haha.