Tekcapital Share Discussion Threads

[buywell2] 07/7/2021 23:29

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[ptolemy] 07/7/2021 18:28

CEO vid recorded yesterday...

[buywell2] 06/7/2021 23:32

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[tanners] 06/7/2021 14:28

danmart2 - given the diverse nature of their investments I'm not sure that TEK as a Company would be a takeover target. It would be interesting to see their response if a third party approach was made to one of their investee businesses.

Personally I prefer the model of floating them separately when the time is considered appropriate ala Belluscura.

[djmoggy] 06/7/2021 12:28

They are playing games again.... Bid now dropped to 17.5p but can now sell at 18.15p now (it's been chased up with each buy)

[maytrees] 06/7/2021 12:16

Txs djmoggy
Bid share price now 18p anyway.

[djmoggy] 06/7/2021 11:16

You can buy and sell - well within the spread - sell at 17.7 and buy at 18p (larger trades 17.3 and 18.25p)Interestingly even though they ticked the bid down you can actually sell at a higher price and can sell in blocks of 500k... so i suspect the MM are just trying to induce selling from weak holders/profit takers to fill an order....

[maytrees] 06/7/2021 10:17

Good morning
TEK has a ridiculous spread though. Given the number of buys one would have expected the spread to narrow not widen.

[danmart2] 06/7/2021 02:54

Is TEK now getting into the position it’s highly attractive for a take over before some of its developments begin to be released to market and start developing and maturing in terms of sales?

[buywell2] 06/7/2021 00:26

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[buywell2] 05/7/2021 21:33

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[tanners] 05/7/2021 16:15

Tumbleweed thread Buywell, though not always a bad thing!

I invested in TEK primarily for the exposure to Belluscura, which of course is now separately listed, (and I still think that investment alone justifies the market cap of TEK), therefore I never attached any significant value to Lucyd so a welcome piece of news this morning.

Salarius is also very interesting, but again trying to attach any sort of valuation at this stage is guesswork, but potentially exciting.

And with Guident thrown in as well, I think TEK is a decent play at this level.

[buywell2] 05/7/2021 08:26

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[buywell2] 05/7/2021 07:37

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[buywell2] 04/7/2021 23:09

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[mr.oz] 01/7/2021 07:37

Investor presentation and Q&A next Tuesday on LSE

Always good levels of interest there

[buywell2] 28/6/2021 21:32

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[maytrees] 28/6/2021 11:21

Good morning

17.20 to sell at present - odd?

[mr.oz] 25/6/2021 07:26

Digital token and Lucyd

[buywell2] 23/6/2021 07:35

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[cheshire] 22/6/2021 09:51

Just noticed a bit of interest this morning, some nice buys going through.

[sharesoc] 21/6/2021 11:38

In case you missed our webinar with TekCapital the recording and stockopedia report can be found here:

To access the recording, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the recording (and recordings/reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/

[buywell2] 20/6/2021 23:05

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[ohisay] 18/6/2021 10:10

There is a very detailed write up of the assets in IC ..well worth the subscription!

The consistent pre-tax profits recorded over the past four financial years also highlights the value creation for shareholders. In the 2020 financial year, Tek recorded a 23 per cent return on invested capital (ROIC) and 27 per centreturn on assets (RoA).
Moreover, if you mark the stake in Belluscura to market value and factorin the recent post-money fundraises for Salarius and Lucyd, Tek is set to report anotherrecord NAV at the forthcoming interim results to 31 May 2021. I estimate NAV of $47.3m (including intangibles of $0.8m), or 25p a share, buoyed by $8.8m of investment gains on Belluscura and $1.7m uplifts on the holdings in Salarius and Lucyd.
NAV could be even higher as I haven’t factored in any revaluation of Guident which could prove to be a conservative assumption.

[mick1909] 16/6/2021 22:36

Its walker crips a management fund easy mistake to make did it myself