Tekcapital Share Discussion Threads

[someuwin] 13/6/2019 08:54

Hybridan 05/06/2019:

An IP business with a difference

Tekcapital Plc commercialises university intellectual property (IP), a process known as technology transfer, both for its own portfolio and as a service for client companies. Its unique strength lies in the impressive size of its university IP network, the world’s largest, which incorporates some 80% of university-developed IP, from 4,500 institutions in 160 countries.

The Company has over the past three years built up an exciting portfolio of four disruptive companies sourced from its network. They offer investors diversified exposure to the growing food technology, eyewear technology, autonomous vehicle and medical equipment markets in the US and UK. All have proprietary IP, experienced leadership and are showing strong traction, characteristics Tekcapital requires in all its portfolio companies, and it is its intention to pay a special dividend to investors upon exit.

In addition to its portfolio, the Company has a growing services division, where revenues in the FY to November 30, 2018 rose by 28% to $1.04m, 15% of total revenues. We are encouraged that it is the Company’s prudent aim that revenue from the division, which currently covers just under half of all corporate expenses, will over the next few years cover all costs, enabling more capital to be used for investment purposes.

This dual strategy, which differentiates Tekcapital from other IP commercialisation companies such as IP Group, Allied Minds and Mercia Technologies, appears to be yielding fruit. In 2018, the Company’s net asset value increased for a third year by 51% to a record US$16.1m, boosted by an 88% increase in the portfolio’s valuation to US$13.7m, and profit after tax rose 10% to US$4.6m. NAV per share was US$0.30, or 23.75p, more than double the current share price, underlining the potential for investors.

We believe Tekcapital is a compelling opportunity whose strategy means it is not solely dependent on the success of its investee companies, a fact that does not appear to be fully recognised by the market. Furthermore, it is well poised to benefit from growth in licencing revenues from university spin-outs, which in 2017 reached a record of over US$3bn in the US, according to the Association of University Technology Managers. With the shares trading a touch over one times last year’s earnings, no debt in the business and at a very considerable discount to NAV, we urge investors to take a close look at the opportunity.

[pj 1] 13/6/2019 08:26

NED is ex Pringles.

[someuwin] 13/6/2019 08:14

Hugely positive news

[balcony] 13/6/2019 08:05

Correct me if im wrong,Are they not the four flavours of pringles?

[hazl] 13/6/2019 07:59

Ah that might explain recent rises.

[hazl] 11/6/2019 08:34

ah seems better

[letmepass] 01/6/2019 01:26

So much potential here but totally unloved.. Cant see this lasting long in this market

[letmepass] 31/5/2019 03:04

Looking like another fundraise (

[sharestobuy] 22/5/2019 21:43

Are we expecting anymore positive price sensitive news here. It has dropped significantly over time

[hazl] 21/5/2019 13:19

which are more elegant?

Be interested to see how they compare to Lucyd look very similar to me and different in price.....

[hazl] 20/5/2019 08:54

certainly seems to be gaining a bit of interest.

[letmepass] 17/5/2019 02:36

Might buy some after the next fundraise

[dave4545] 16/5/2019 08:27

Just checked and it's 11.3p to buy so last trade showing as a sale is a buy

[dave4545] 15/5/2019 15:34

All stocks seem to be momentum based now, if a few people on twitter mention it the price can go through the rook or they can remain quiet. It touched 14.5p bid on last spike and then returned briefly to 10p and is now 11.5p.

You could wait the next mm move before committing funds, no interest today so they might drop the offer on next sale if one.

[sharestobuy] 15/5/2019 15:21

So where should this be valued now regarding a £6 million market cap? Sounds tempting.

[dave4545] 15/5/2019 15:05

I think the microsalt excitement could justify the valuation on it's own

"The initial order is from a US snack food producer and Salarius expects to dispatch the MicroSalt(R) in May 2019"

Then all the other fingers in pies next to £6 mil cap.

Cheap

[sharestobuy] 15/5/2019 13:43

Why so undervalued?

Its fallen considerable over the years, What has changed for the momentum? Just browsing stocks at the moment

[letmepass] 15/5/2019 04:09

Unbelievably undervalued..

[hazl] 14/5/2019 15:47

thanks to leeroy

[hazl] 14/5/2019 11:53

updated version even better presumably!

[hazl] 14/5/2019 07:38

' Tekcapital Plc (AIM: TEK), the UK intellectual property (IP) investment group focused on creating marketplace value from investing in university technology, is pleased to announce that portfolio company Lucyd Ltd, the developer of an eShop for innovative eyewear, has launched Loud 2.0, its new line of prescription-ready Bluetooth(R) music glasses.

Lucyd's new collection offers 10 exclusive, fashion-forward designs, coupled with more than 20 different types of proper corrective lenses, all day battery life, and a host of useful features.

Lucyd Loud correct your vision and are Bluetooth-enabled, making it possible to listen to music, make phone calls and use voice assistants from your prescription glasses. The voice assistant function enables a number of useful apps to be used handsfree, such as Uber(R) and Cashapp(R). It's perfect for cyclists, runners, athletes and people on the go, because you can still hear what's happening around you, while listening to your tunes and staying connected. As a result of their bone conducting feature, they're also great for any situation where you want your music, but don't want to carry or use headphones.'