Tekcapital Share Discussion Threads

[oldtimer169] 01/4/2021 14:28

buywell2,
I hope the Salarius team are on the case!That is a well reasoned assessment IMO

[buywell2] 01/4/2021 11:58

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[buywell2] 01/4/2021 11:11

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[oldtimer169] 25/3/2021 13:48

Can they tell us what the share price will be in 3 month's time,please?If so I'II buy a pair.

[ptolemy] 25/3/2021 10:32

Excellent interview!
Seeing the future - A discussion with Harrison Gross of Lucyd

[oldtimer169] 24/3/2021 09:00

The uncertainty over a Belluscura IPO-Its timing and valuation plus the placing overhang is clearly holding back the share price It is noteworthy that recent holding notifications indicate some holders above 3% did not participate in the placing.TEK's decision to take up their full entitlements in Belluscura suggest an IPO will take place on terms favourable to TEK shareholders.Time will tell if their optimism is justified.The market seems unconvinced ATM.DYOR

[girlyg] 24/3/2021 07:34

There was a US trade! At last.

[ewanwhose] 22/3/2021 18:37

We'll have to see what happens when sellers from the placing are out. However, I was also expecting a move up from here.One of my concerns was that with the core consultancy not covering central costs, regular placings are needed just to keep the lights on, and extra is needed to invest in subsidiary companies. If Bellascura IPOs, then it should be possible to gradually sell those shares to provide funds which feels like a tipping point, funding future growth from historical success. I'm not a fan of Lucyd, but it should be moving to profitability - I am a fan of Salarius, but suspect it will need more investment even if current sales are profitable.I worry that Guident is a bit of a vanity project that will have too much invested in it (although the shock absorbers could be good).I'm starting to ramble, so I'll end by saying that I hope this placing plus gradual selling off of the stake in Bellascura and other subsidiary companies moving towards profitability moves TEK from being a punt to a proper, investable company.

[faz] 22/3/2021 12:08

I cant see filtered names- three on here inc buywell. However the price response in the last week does make me question what a company has to do to move the market. Patience as ever is required and investments in Salarious, Bellu and Lucyd should bring rewards. THe company now has money for the next year- what price Bellu then given it raised funds at 15p in 2019.

[buywell3] 22/3/2021 09:13

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[crookie3634] 22/3/2021 09:10

Usually means it’s going one way when this guy turns up!

Totally slated when 10p by him now trading at 30p, board clogger.

[buywell3] 22/3/2021 08:12

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[buywell3] 22/3/2021 08:02

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[buywell3] 22/3/2021 07:54

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[buywell3] 21/3/2021 23:51

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[smackeraim] 21/3/2021 17:05

"Additionally, a leading global snack food company has successfully completed its initial evaluation of MicroSalt(R) and has proceed to begin consumer testing for potential inclusion with its products."You never know!

[smackeraim] 21/3/2021 17:01

Buywell. On your rambling about Smiths / Walkers and Salarius.. This is worthy of a nose about.. Note: portfolio company Salarius Ltd. has appointed board member Eduardo Souchon as V.P. of Business DevelopmentWorth looking at his linked in. https://www.linkedin.com/in/eduardo-souchon"Regional Commercial Director - Pringles (Latin America and Caribbean Region)The Procter and Gamble Company - Kellogg's""Led marketing strategies, and sales action plans as well as the adaptation of brand initiatives of Pringles®? to the Latin American and the Caribbean markets. Business of up to $80m/year."

[buywell3] 21/3/2021 07:01

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[buywell3] 19/3/2021 02:03

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[buywell3] 18/3/2021 22:11

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[cleverinvester] 18/3/2021 20:29

Aspers never learns. On here last week boasting about TEK. now look at him today.What a clown :aspersPosted in: TEKPosts: 1,083Price: 11.00No OpinionI thought as a shareholder we own a bit of the company18 Mar 2021 10:45Surely, as a share holder we own part of the company. Based on that we should be offered any extra shares that come up for offer. This whole matter stinks and a poor inditement on management fir letting it happen in the fashion that they have.

[ptolemy] 18/3/2021 10:46

Yes. If you've brought up four daughters you deserve that with at least one of them!

[oldtimer169] 18/3/2021 10:34

Ptolemy,
An interesting analogy.However,I would add a further dimension that one of the daughters marries someone who wins the lottery and buys you a carribean island as a 'thankyou'.In the case of TEK the 'jackpot' takes the form of a major tech company that loves one or more of your patents and either buys the IP or more likely takes you out at a massive premium to the share price.That's the risk/reward here and on a positive note,the risk is spread across several possibilities.DYOR

[ptolemy] 18/3/2021 09:52

The issue at the moment is that there is so much money in the system, companies don't need to come to individual shareholders to raise cash. We're actually an inconvenience. They can go to a handful of institutions and do a bit of paperwork and finish the process in a week. Or go to a few thousand private share holders, do loads of admin and take months doing it.

Specifically, in the case of TEK I think it worth repeating what I wrote in November about the TEK portfolio. If you're a shareholder these are the risks:

"It's rather like having four daughters. No sooner has the first married and you give a sigh of relief thinking it's clear skies ahead, the second asks for help with a house deposit. The third requires university funding. That done, the fourth asks for a car having recently passed her driving test. In short, a never ending cycle of funding (and dilution in equity but, perhaps dilution of you relationship with your daughters, too!).