Member Info for TrekMadone

That’s why I like alternative energy and infrastructure + high yield.

The ones I have picked that have us presence don’t get subsidies e.g. SEIT.

And the infrastructure like SEQI is part of a pf which also has data centres.

I think trump will put pressure on Fed to cut rates. Damage is done tho!

That’s why I added HFEL - hammered by trump, gotta have most bad news in price now. Could bounce well.

Trump will imo follow Erdogan (Turkey) ignore inflation, cut rates anyway

PHNX up 7% now … heck!

Trek

Big bounce at SNX off 300p was called as was SAFE at 580 following the xd. Now back over 600p where there were big director buys!

Sold last of my pxc today …. Could get ugly … too risky now news well overdue imo. One for the brave!

But was another nice bouncer from the 3’s!

Usual caveats

Trek

I added MFAi again tro,

Gonna get a load of cash soon - of course they won’t do a special divi though. Where’s the pride in that!

Will likely sell again into the next rise and repeat!

Trek

Bought mine back today… surely +2m in cash can’t be ignored!

Trek

I hold but that sp target from Barc seems rampy to me. Nav is 93p why should this suddenly move back to nav positive sp wise?

They even say that 3 rate cuts are factored in in their macro narrative today!

Whilst I see the sp rising due to the high yield v it’s historical average and it’s discount being 2% more that the recent 12month average I am not expecting much. Perhaps 80p but I am here for the inflation beating yield as part of a high yield pf!

Usual caveats

Trek

After the ONC scare where I used to hold. A great Co with 8 top Pharma’s on the books but suspended today citing liquidity as an issue. I decided to sell my last 25k here whilst in profit. It shows as a buy!

This has taken far too long now imo and any further impasse could result in a lengthy suspension. I escaped gcat by the skin of my teeth so am well aware that the risk of a suspension here is very real and imo more likely the longer it takes.

The bod missed numerous opportunities at +40p to raise cash, sell assets or an JV and imo now they could fail at 4p. They are negotiating from an asset only standpoint. They have no cash. Any dilution would be brutal at 40p and if it’s cash how do they pay the coupon and Riverfort with no revenues.

It would have to be some deal with accumulating interest in what is still a high interest and high inflation macro in the US.

The potential upside here for the brave is huge but imo its reached a point now where I would be happier to pay more to buy back in. Even 100% more as opposed to even loosing my last £1k here!

News by the end of the March. But what news!

Good luck!

Usual caveats

Trek

Made my first buy here at 179 ish. There is a likely a big stock overhang atm which affords and opportunity for longer term income buyers.

I will average in as it may or may not go lower depending if they had a buyer for the director sell.

Usual caveats

Trek

1.5p to sell 4p to buy on ii atm.

I guess those that are in are in and those that are out are out! Well at least until we get the RTO news through!

Not long now

Usual caveats

Trek

Digit,

If you can DYOR look across IT’s especially in energy sector. Many at +40% nav discounts with well covered yields and a good track record of paying an increasing divi. You can spread across 8-12% yields! Some less than 40% leverage as well.

Money has left sector due to bond yields being high and safer.

IT’s are also doing share buy backs grabbing discount sp.

I have lots of Quarterly payers now which mean I get a monthly income from them.

Charts show sp is at bottom….e.g look at TRIG (not a tip)

I know it doesn’t help anyone here but with yield there’s usually some hope. Look at PHNx today shows market gets it wrong! They only delivered what they said!

As an ex ONC holder I feel for the guys here - some good posters as well!

Trek

Hex turning?

Trek

Results were due today they are late.

To be fair they have delivered against guidance.

No idea how that will play sp wise gues we will have to wait for the street to open. But I think given the price for the max deal and sustainable divi they should get a positive reaction

Usual caveats

Trek

PHNX results out up +4% that’s a big lift for that mcap!

I get nearly 11% yield there. These results are not a surprise and have been telegraphed to the market for ages!

Talk about a risk of environment for insurers.

I am convinced there will be a bullish response to IT’s soon where again sentiment doesn’t reflect the the numbers!

Meanwhile they are all undertaking huge buy backs- understandably so!

Usual caveats

Trek

Ad starlink to toxic Teslas, toxic X and toxic Musk!

https://www.theguardian.com/technology/2025/mar/16/deeply-uncomfortable-uk-starlink-users-switch-off-over-musks-political-machinations?utm_term=67d7d3cdb36e9f1cfba3c18e94c8ee16&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Just a few months for rival coverage in Ukraine!

Trek

GSCU - wow grades RNS!

Lex - all looking good but stay on the sidelines… gonna take longer to complete new study and time = £

Trek

ONC …..RIP!

Shame just couldn’t get through this spell. A fantastic British biotech working with top pharmaceutical companies!

Can’t believe one of the bigger Pharma’s hasn’t bought it for an R&D plug on! Crazy!

Trek

Disgusted …..!

How this was spun!

Hope investors get sommat!

Trek

AB is very positive!

Great to see divi up and sustainable contrary to market view. This increase has now taken the yield on my own pf to 10.05%!

What an opportunity this investment epoch seems to be for income investors!

Trek

Https://www.hl.co.uk/shares/shares-search-results/h/henderson-far-east-income-ltd-ord-npv

Trek

I agree I added HFEL to my pf. +11% quarterly yield with a divi track record, and only 6% gearing; albeit high gearing isn’t necessarily bad but for this type of stock at least it shows they own rather than have leveraged to buy assets.

Has increased yield slightly yoy.

Sp down on tariff panic but the pf has some quality Asian growth companies that can bounce back quickly.

Folk will soon get bored with trump tariffs and business will find a way or go somewhere else albeit a reset will happen from a lower sp.

HFEL has always traded slightly above NAV as well which usually indicates good quality!

Figured I’d buy a few and then add some more later as one can seldom catch the bottom. I am in at 217 average.

Usual caveats

Trek

Hi nom,

That was my hobby understanding.

I like the income thresholds and whilst revoking REIT status is a response to a depressed share price it doesn’t suddenly make SUPR a growth stock or curry it to institutional investors.

I am sticking for now as long at the pence per share dividend remains the same. If they change the payout thresholds then I will look elsewhere.

I bought this and many other ‘undervalued stocks’ for their solid well covered yield. There are better growth plays out there!

Usual caveats

Trek