![]() ![]() I notice the Investor's Chronicle have covered TMT this evening too: I particularly like Backblaze (am a customer) and have browsed the websites of various holdings such as Estate Guru and I've liked what I've seen. As Cathie Wood says: Innovation solves problems - and we have plenty of problems right now. It is also interesting to browse their holdings which are seed funds (pre Series A fundraising) and this segment seems to be quite resilient in the current market. TMT is covered by various UK Analysts Hybridan, Cenkos and Edison all of whom provide a slightly different perspective. Today's $4.14 is at a 63.8% discount to that "fair value" level!! (i.e. If we said "fair value" was this should return to that premium then that would be $8.78 x 1.3 = $11.41/share. That's because this consistently grew at about that rate per annum. At today's close price (up 3.2% today) that's a 52.85% discount to NAV.Īnother fun fact is the average premium to NAV historically was about 30%. That would add back $0.94 to the NAV.īased on my calculation earlier today of the increase in BLZE and BOLT since 30/06/22 to today that would add to the $7.84 "real NAV as at 16/08/22" to arrive at a future NAV of $8.78. London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.īackblaze has a forecast 110% aggregate upside based on 3 analysts. Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly. Please note some users may not behave properly and may post content that is misleading, untrue or offensive. You agree that we have the right to suspend your account without notice. You agree that we have the right to remove any post without notice. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. As a user you agree to any information you have entered being stored in a database. The IP address of all posts is recorded to aid in enforcing these conditions. If you are going to post non-English, please also post an English translation of your post.post or transmit any content that contains software viruses, files or code designed to interrupt, destroy or limit the functionality of this website or any computer software or equipment.impersonate any person or entity, including any of our employees or representatives.restrict or inhibit any other user from using the boards.re-post premium share chat posts on regular share chat.post or otherwise publish any content unrelated to the board or the board's topic.post any affiliate or referral links, or post anything asking for a referral.post links to, or otherwise publish any content containing any form of advertising, promotion for goods and services, spam, or other unsolicited communication.post non-constructive, meaningless, one word (or short) non-sense posts.publish content that is not your original work, or infringes the copyright or other rights of any third party.Such posts cannot be verified as true and could be deemed to be misleading. ![]() post any private communication, or part thereof, from any other person, including from a member of the board of directors of a listed company.Such posts are deemed as market abuse, and may be reported to the appropriate authorities. post misleading or false statements regarding the share price and performance. ![]()
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