Tmt Investments Share Discussion Threads

[warno01] 15/11/2020 14:01

Very good news. Been in this at $4.02 a share for a year with lots of movement. Think this should move to >$5 per share since it's been trading at about 15% above NAV. If you add a $ to the $3.46 NAV and then 15% we're in $5.10 territory

[petrossian] 13/11/2020 15:58

Did people see this?

$41m cash exit for Pipedrive stake!!

Shares have moved up but likely more to go as other investments crystallize and exit as well as new ones made and in pipeline. Very impressive!

[petrossian] 27/10/2020 14:55

Simon Thompson at IC backing TMT again, full article in their news section. Share price up already but could be lot more to to go.

hxxps://tmtinvestments.com/

[energeticbacker] 16/9/2020 09:43

For those wanting exposure to the exciting world of early stage companies, and the often stratospheric valuations they command, TMT could be an interesting vehicle. However, it is certainly not the place to be should sentiment change!

More on the Investor's Champion website.

[andrbea] 06/7/2020 20:31

Looked up Pipedrive.

About Pipedrive Inc.
Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson's point of view. Today, Pipedrive is used by sales teams at more than 90,000 companies worldwide. Pipedrive, the top-rated CRM, is headquartered in New York, and has offices in London, Lisbon, Prague, Riga, Dublin, Tallinn, Tartu, and St. Petersburg, Florida. Learn more at www.pipedrive.com.

[andrbea] 06/7/2020 16:43

from LSE board

hillybilly

Posts: 5

Price: 4.20

No Opinion

RE: Tipped by Simon ThompsonToday 14:38
There can be a lot of unrealized value in these these types of companies and then suddenly they announce a bit exit and share price rockets. TMT has been going since 2010 and know what they're doing, very picky what they invest in I reckon.

Some of the big ticket investments now coming to fruition like Wrike last year they did an exit for $23m just for their stake. Pipedrive could be next.

[andrbea] 06/7/2020 14:57

Bolt (good times ahead?)

July 3 2020

The timing for the app's arrival is fortuitous as more and more European countries end their lockdown, meaning that there will be more travel but less trust in public transport. Bolt was launched in 2013 (as Taxify) and now sees itself with over a million drivers in over 35 countries.

Competition between Bolt and Uber has heated up in Europe. Uber has found itself falling out of favor with local governments. With regulators in London refusing to renew its taxi license, alongside a series of court defeats from the ECJ in years past, Uber has been on the back foot in Europe. Bolt has, on the other hand, managed to secure a loan from the EU's European Investment Bank earlier this year.

"Bolt is a good example of European excellence in tech and innovation. As you say, to stand still is to go backwards, and Bolt is never standing still," Vice President Alexander Stubb said at the time (via TechCrunch.)

[andrbea] 06/7/2020 14:53

From earlier in the year:

Nitbhav06
16 Jan '20 - 06:31 - 32 of 37
0 0 0
Not sure if anyone is following Bolt but they are raising money to expand into Europe now and are also launching an Uber eats type of service.

Imagine if they are able to scale like Uber at c. $79bn market cap. I think Tmt current market cap could be the value of Bolt investment in a few years time. Unbelievable company is Bolt.
andrbea
4 Feb '20 - 12:18 - 33 of 37 Edit
0 0 1
Jan 16



Nitbhav06
30 Sep '19 - 06:43 - 29 of 38
0 0 0
What a brilliant company this could be. I think if Bolt hits its potential. That investment alone could justify our current market cap.

If Bolt is valued at around $5bn in say 6 years, it gives our holding a value of $81.5m. This is a 10 year hold for me so a few more Bolt type of investments and realising these is enough.

My view is that as long as TMT keep finding these gems, it will increase there credibility and people will buy shares thus driving share price up. My first slicing will be when market cap is $500m, then $1bn.

[petrossian] 06/7/2020 14:30

yes this stock been under the radar a while, got some savvy wwalth mananagers and instis like Canaccord in it, just disclosed a 5% stake in the company few weeks ago. These guys know what they're doing

[andrbea] 06/7/2020 13:48

...now up 33%

[andrbea] 06/7/2020 12:55

hillybilly

Posts: 5

Price: 3.80

No Opinion

Tipped by Simon Thompson06 Jul 2020 12:48
Share price rocketing, Simon's back after TMT was his star pick in his 2019 Bargain shares portfolio
Rekcons NAV per share could be well above 500¢ by the end of 2021, comapred to 352¢ at the moment.

[andrbea] 06/7/2020 12:54

up 24%

what's up?

[nitbhav06] 16/1/2020 06:31

Not sure if anyone is following Bolt but they are raising money to expand into Europe now and are also launching an Uber eats type of service. Imagine if they are able to scale like Uber at c. $79bn market cap. I think Tmt current market cap could be the value of Bolt investment in a few years time. Unbelievable company is Bolt.

[andrbea] 14/1/2020 15:03

down 17% yesterday
back up again today

[andrbea] 07/1/2020 18:38

29.11.19

Venture capital group TMT Investments rose 17 per cent to 4.1p after it highlighted that one of its core portfolio firms, ride-hailing app Bolt, could be a big beneficiary of Uber losing its licence to operate in London.

[nitbhav06] 30/9/2019 06:43

What a brilliant company this could be. I think if Bolt hits its potential. That investment alone could justify our current market cap. If Bolt is valued at around $5bn in say 6 years, it gives our holding a value of $81.5m. This is a 10 year hold for me so a few more Bolt type of investments and realising these is enough. My view is that as long as TMT keep finding these gems, it will increase there credibility and people will buy shares thus driving share price up. My first slicing will be when market cap is $500m, then $1bn.

[andrbea] 10/9/2019 16:41

Tree shake?
MMs need stock ahead of good results?

The Company intends to announce its interim 2019 results the week commencing 16 September 2019.

[andrbea] 19/8/2019 09:28

good article

10.8.2019

[andrbea] 19/8/2019 09:22

welcome aboard Brucie5

will stick with both tern and tmt
tmt have been generating real income from selling its unicorns for about 6 years now.

[brucie5] 17/8/2019 12:38

Andrbea, hesitate to say it, but I think this may prove more rewarding of your time than your interest in TERN? Stairway chart, so I would imagine some retracement soon to form the new 'tread'. Only just seen this, c/o Simon Thompson.

[jimbo123elf] 01/2/2019 08:24

Lots of buying this morning. Tipped in IC

[petrossian] 02/1/2019 09:51

$22.9m cash exit for TMT Investments PLC announced today. With a market cap of around $63m, nearly half the valuation is now in cash! Share price could be moving north pretty soon. TMT has a wide range of other investments in its portfolio including Taxify which last year was valued at $1bn

hxxp://tmtinvestments.com/wp-content/uploads/2019/01/2019.01.02-TMT-Disposal-of-Wrike-and-Portfolio-update-Final.pdf

[jimbo123elf] 12/10/2018 17:30

FriendlyData which they seeded in July just got acquired over by ServiceNow