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It's important to remember that Tekcapital's true valuation is the sum of all its parts. While Guident’s IPO will certainly unlock value, we also have Lucyd, MicroSalt, GenIP, and other assets all contributing to the overall portfolio value, which is currently estimated around £77M. Guident’s listing is just one piece of the puzzle that will help crystallize this broader value over time.

To clarify:

NAV (~£77M) is based on the value of all Tekcapital’s assets, not just Guident.

Guident’s IPO will help to unlock value in one of those assets, but the big picture includes everything from MicroSalt, Lucyd, GenIP, to the IP portfolio.

Post-IPO, Tekcapital’s NAV could shift higher, reflecting the market’s recognition of all the assets, not just Guident alone.

Important Clarification: A Possible Faster Outcome

While the typical filing sequence includes an S-1/A amendment, CORRESP, final pricing, effectiveness, and 424B4, there’s a possibility that Guident might accelerate the process if the audited 2025 financials were already prepared before the 17th February deadline. The SEC backlog was likely the main reason for the delay in effectiveness, and if all filings are ready, the process could move quicker than initially expected.

S-1/A (The Amendment): This is the next big one. It will include the audited 2025 financials. Filing this officially "restarts" the clock after the Feb 17th staleness date. This is the first major step forward.

CORRESP (Correspondence): You might see these pop up. These are the private letters between the SEC and Guident’s lawyers. They’re typically non-public until after the IPO goes live.

S-1/A (Final Pricing): This is the final amendment that narrows the price range (e.g., $4.00–$5.00) and names the underwriting group. This will set the stage for the official IPO launch.

EFFECT (Notice of Effectiveness): The Holy Grail. This is the SEC's official "Go" signal. Once this is filed, the company is legally allowed to sell shares and officially proceed with the IPO.

424B4 (The Final Prospectus): Filed right at the debut. This is the "Bible" of the deal, containing the final offer price and the exact number of shares sold.

Sec/Edgar - Website

https://www.sec.gov/edgar/search/#/ciks=0002066926&entityName=Guident%2520Corp.%2520(GDNT)%2520(CIK%25200002066926)

The bears are barking about the calendar, but the smart money is looking at the quality of the filing. As I've said, the Feb 17th milestone puts us into the 2025 audit window. Far from being a setback, a clean 2025 audit actually makes for a stronger, more transparent IPO filing for the NASDAQ.

This is exactly why the HNWs put in $2m at 8p just last week. They aren't betting on a 'quick flip'; they are betting on a properly prepared, fully audited 2025 entity. The SEC backlog may have caused the initial no-show on effectiveness, but the result is a more robust S-1 for the market to digest.

Price remains steady at 8.35p because the market understands this is a paperwork exercise, not a strategy shift. Vision requires patience; the updated 2025 numbers are the next catalyst. Stay focused 🧐

It’s easy to sit on the sidelines and bark -criticize, doubt, and dwell on short-term noise. But here’s the truth: while the bears are stuck in their echo chamber of negativity, Tekcapital is building something that’s already shaping the future.

The game isn’t about today’s fluctuations; it’s about where we’re heading - and that’s why Tekcapital’s assets are set to drive the next wave of innovation. The IPO isn’t just a moment; it’s the start of a bigger play. With Guident, Lucyd, GenIP, and MicroSalt, Tekcapital is leveraging multiple cash-generation assets, creating a tech stack that’s ahead of the curve.

So keep barking, bears. You’re wasting your energy on short-term noise while Tekcapital builds the next stage of value creation.

The future is where we’re focused. The question is: will the market catch up?

Understanding valuation and market cycles is key to long-term success. As Tekcapital’s IPOs unfold, it’s important to remember that value isn’t always reflected immediately. The market needs time to adjust, and when it does, those who’ve stayed the course will benefit.

A listed Guident, plus an already-listed MicroSalt, spun-out GenIP, and the growing Lucyd platform, gives Tekcapital something it hasn’t had before: multiple cash-generation options. These assets will not only fund organic growth but also enable Tek to reinvest in future innovations and potentially fund special returns. The IPO is just the beginning of a long-term strategy for value creation.

While the market takes a pause, Tekcapital’s portfolio continues to move forward. Lucyd, GenIP, Salt and Guident are all part of a growing ecosystem that positions Tekcapital for substantial long-term growth. The quiet moments now are just preparation for the bigger moves ahead.

In today’s world, intellectual property isn’t just an asset - it’s a game changer. Tekcapital has a growing stack of valuable IP ready to generate cash flow and reinvest into the next wave of innovation. As the market evolves, Tekcapital’s IP will be a core driver of value creation

What makes Tekcapital’s ecosystem unique is how the companies interact with and support each other - creating a powerful tech stack for the future. From autonomous vehicles and AI-driven solutions to robotics and IP, Tekcapital is positioned at the intersection of tomorrow’s technologies.

The beauty of Tekcapital isn’t in the day-to-day volatility - it’s in the long-term play. With a strategic focus on IP and a growing portfolio of companies, patience will be rewarded. We’re playing the long game here, and the real value lies in the future. Stay focused on the bigger picture.

(The Negative Naysayers Are Best Filtered)

A listed Guident, plus an already-listed MicroSalt and spun-out GenIP, gives Tekcapital something it hasn’t had before: multiple cash-generation options. These assets will not only fund organic growth but also enable Tek to reinvest in future innovations and potentially fund special returns. The IPO is just the beginning of a long-term strategy for value creation, with Lucyd and other portfolio assets primed to further enhance Tekcapital’s growth trajectory.

A Lean, Growing Structure!

If Tekcapital can continue growing NAV, monetise pieces of Guident, MicroSalt, Lucyd and GenIP over time, while keeping the cost base lean, then Tek becomes a well-oiled machine. A structure where value compounds internally, and excess capital can be occasionally returned to shareholders. This isn’t just about growth -it’s about sustained value creation.

The Bears Are Out of Their Depth in a Tech-Driven Market.

The bears are focused on outdated strategies that no longer work in today’s tech-driven investment landscape. Meanwhile, Tekcapital is building an ecosystem poised for massive growth, and anyone still doubting the strategy will be left behind. The market rewards vision, not negativity.

The bears are so focused on short-term fluctuations and their own sour narratives that they’ve become irrelevant in the bigger picture.

It’s easy for the short-term noise to drown out the bigger picture, but as Tekcapital’s portfolio continues to evolve, the future remains incredibly bright. Here’s why:

Guident IPO is a Catalyst: This is the crystallisation point, not the endgame. The real value starts to unfold after the listing, and partial monetisation will be crucial in building out Tekcapital’s balance sheet.

Recycling Capital into IP: Post-IPO, the next wave of intellectual property acquisition will accelerate. With SALT, Lucyd, and GenIP all in growth stages, Tekcapital’s capital will be redeployed into the next phase of the IP cycle.

The Rerate Story: The market will soon begin to reflect the true value of Tekcapital’s portfolio - not just through one IPO, but a series of strategic moves that bring both liquidity and new growth opportunities.

Short-term market fluctuations don’t change the fact that the foundation is set. Patience is key - the next 10-12 months will be crucial in how the market digests these moves.

Sirmark - It's up to you what you do, I have filtered everyone who is negative on this stock and there are many. The time saved thereafter puts everything back into perspective. Those negative users I believe have short positions open here, hence the constant negativity and abuse.

Better time spent than talking to simpletons

Guident’s IPO is just the crystallisation point – the real story begins after the listing. Partial monetisation, strengthening the balance sheet, and recycling capital into the next wave of intellectual property will set the stage for long-term growth. The IPO isn’t the finish line; it’s the starting gun for Tekcapital’s next phase.

Why No RNS Yet?

Under SEC Rule 3-12, Guident is now in the audit refresh period to include FY2025 financials. Tekcapital usually issues an RNS only for material changes or a definitive new date, so the silence here is likely due to the procedural nature of the delay.

The Funding Buffer

The £1.5m placing on 10 February (link) bridges this brief delay. The stable price action at 8.375p shows that the market is comfortable with this timing. This is a short delay, not a change in Guident’s value or Nasdaq ambitions.

TEK / Guident: Why the Silence & Audit Requirement

The 17th February deadline passing without SEC Effectiveness triggers a mandatory audit for Guident. Tekcapital may be waiting to bundle the audit news with a new expected date to avoid multiple updates.

Bottom Line: The delay is procedural, and the stable price suggests investors are comfortable with the process. We now watch for the S-1/A amendment on SEC EDGAR - that will be the next key update.

Final Thoughts

The IPO is still on track. Once the S-1/A amendment is filed, we’ll see the timeline moving forward. Keep an eye on EDGAR, not just the RNS feed.

As we continue navigating the path to Guident’s IPO and Tekcapital’s growth story, one thing is clear: time and results will determine who’s been paying attention.

We’ve already seen the assets - Guident, Lucyd, SALT, GenIP - continue to grow and gain recognition.

The SEC process and delays? Just bumps along the road. Real investors stay patient and focused on the long-term picture.

Short-term volatility is just that - short-term. The fundamentals remain strong.

Let’s be clear - when the market starts pricing in the full value of these assets, the narrative will change. Keep your eyes on the big picture, and the potential 35p+ range will make sense.

DYOR, stay focused, and let the process unfold

I see those green filtered coffins are out in force, must have touched a nerve, poor bears.

Bears keep complaining, but where are their facts? Oh, that’s right, they have none. 📉🧐

I guess it’s easier to be loud and wrong than quiet and right. Keep it up, the future will prove it all.

I’m happy to let time and results prove the doubters wrong. I’m sure we’ll all be talking about the growth when it happens. 📈🕰️