The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Cracking news at mast today. Real revs tiny mcap.
Usual caveats
Trek
Well done broomtree!
Not only that I am sure I can smell something burning!
As well as pants on fire! lol!
Trek
Should get q1 activities update next week , prob Thursday. If not defo following week.
Usual caveats
Trek
It’s why I held pxc, porphyry deposit in USA. But no point if they have run out of cash!
Once they get finance sorted that’s time to buy imo or you could have a foot in the door to build from. But I expect an equity raise ahead of bond financing.
Fab geo though, huge! Copper, gold, silver, moly etc
Usual caveats
Trek
Good timing guys! Note on cnbc today the market narrative is changing to oversold following the US GDP figs. Expectancy is still one cut though probably September.
I think earlier with elections in US and for UK. Get some life back into the housing markets especially at home!
Still what do we know eh. We just seem to be lucky!
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Kylie!
Sorry here’s the link.
https://wp-helix-2024.s3.eu-west-2.amazonaws.com/media/2024/04/Helix-Admission-document-final.pdf
Trek
Management option lives. These were in the prospectus part 6 para 6 and 11, or page 310 and page 315.
Not rich by usual director standards. Must be expecting the price to go up! lol!
Usual caveats
Trek
“When’s the next divi?“
It’s not Ben announced yet date wise albeit they declared their intent for 3years divi’s.
Next xd will be 23rd or 30th May at a guess.
Gives the shorters plenty of time to find some funds if they intend to hold. Lol!
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Trek
Q1 results will be out Monday 29th April.
Seems like yesterday but it’s a year since the smear campaign court case! A well deserved gong for SEPL pioneering in country governance! Sets the divestment foundations perfectly!
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Trek
5.65% short and Jupiter just come in buying 5% .
So pretty much all the short sells other than adage are out of money. I expect more insti’s to buy as Dec get index listing.
Still Jupiter have listed their phone numbers if anyone needs to give them a bell to loan some stock! lol!
Oh and don’t forget next xd to pay for!
I wonder who will buckle first and buy back stock. But remember shorts don’t have to close but you have to pay the cost of holding them!
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Kylie!
“ Roadside now expects to publish its results by 30 April 2024, after which the Company expects its suspension from trading will be lifted.”
They have a director on compassionate leave.
Trek
Good news is JPM and Bridgwater have burnt some stock and the SP is now higher. Again! lol!
Must try harder!
Ps don’t know if anyone here has SEPL as well. Another good quarterly payer on same sector as DEC. Xd today and sp is higher after divi!
Usual caveats.
Trek
I mean 100k + round number sells.
Trek
Over 1.5m of indicative sells today. Surely getting there. I think the sp will leap up when the 10m clears.
I mean we have racked up way more than 10m in indicative sales now. Surely the Hereford concert party are out by now or as near as but I don’t get why no TR1’s unless it’s because it’s been prior announced. Full 1% and Eve the 5% had plenty of chance to flip.
Gosh I will be posting a TR1 at this rate! lol!
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Trek
They will produce but atm imo they need a finance bridge, get a few million away in equity which really is no big deal, only 15% dilution at 11.5p again whilst the sp is up. That’ll see them over the repayments until the bonds then permits clear. The market may actually react positively to the removal of some uncertainty.
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Trek
I was in chf, very bulshy management team, full on themselves….delivered zilch!
Cyprus (VMS) and Canada known producing region but arze end of nowhere. Burned cash reloaded and burnt it again. From 15p to 0.5p!
I got out around evens having flogged some on the rise. But I remember buying back in as a trade and timed a bounce but couldn’t sell as no buyers even though the MM’s had moved the stock price well up, probably to sell what they had!
So ended up having to take best which wasn’t pretty.
Anyways they have again promised to deliver significant shareholder value = you pay for nice hotels and helicopter trips to the great outdoors! Avoid!
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Trek
Gong!
“ Seplat Energy, which is Nigeria’s leading indigenous energy player, was recognised for its effective corporate governance framework and corporate governance standards.
Seplat Energy also got recognition for its exponential growth for the period, which had translated into the creation of significant shareholder value and national wealth.
Energy Times is a leading weekly newspaper based in Lagos, Nigeria, focusing on oil, gas, power, maritime and renewable energy reportage.“
https://blueprint.ng/seplat-energy-emerges-energy-times-corporate-governance-company-of-the-year/
It’s sure has been a long wait be we have been well paid to wait!
Trek
SEPL xd today + a special divi. SP went up now unchanged.
That’s special!
Trek
I expected 6p off Gav and then a further drop over the next few days. That’s typical of many uk xd stocks atm.
But this today is indeed something special!
SP at 5 year high and heading to the 260 highs of the 2014 IPO ‘bathtub chart’ by looks of it!
That spike up from 148 hasn’t even been threatened.
Volumes are still low and liquidity is poor indicating there is potentially a background buyer for the London stock.
They ain’t having mine!
Nice to have a growth income play of scale!
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Trek
To be sold or banned…
https://www.theguardian.com/technology/2024/apr/23/senate-passes-bill-banning-tiktok-will-parent-company-sell?utm_term=6628b749e78e0e5955e7a9c023fe80c5&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email
So what about the UK then. Let’s hope common sense prevails.
If Facebook (which I refuse to use) wasn’t given free access to the Chinese Market then TikToc shouldn’t have been let in in here in the first place.
It’s about as much of what they can do as have done same as Huwai.
The West got to wean itself off Chinese dependence and others for that matter! We should have a baseline of autonomy.
Usual caveats
Trek