Member Info for TrekMadone

MFAI - as expected and posted below about to pop! I added!

Trek

Blu, clai, bank ,IQAI, LLAI, MFAI, scgl, vela…..

Seem to have a something in common today and not just being very blue!….

But like I said the pick of the bunch from here is imo MFAI…. Real assets, just washing through its last placing stock, HNW huge buyer and chart has shown the SP intention.

These are the ingredients for a rerate…. But I am not ramping, go no intention of holding the stock for any serious length of time, perhaps a few freebies but that’s it!

Usual caveats

Trek

Surprised that there are very few trades here into the new year. I would have thought the Alan Green interview would have tempted some to open a position.

These are real producing assets with signed contracts and a route to growth.

Perhaps folk are waiting for Rost to come on which is a transformational well at 5.1% helium.

That not only would cover all the remaining overheads here, the majority of which are covered by the existing wells it should help with the expansion and/or RBL.

I note that Nick in his narrative has clicked that dilution is the least preferred option! Well let’s face it at 1.4m mcap it really isn’t an option!

Get Rost pumping and add that to the other income and they should be able to either raise via RBL or take up those offers of support from within the industry.

I am continuing to add here using divi income in ‘small’ amounts. Fully expect a free carry post RTO then can invest my capital back into income or the next moonshot!

That’s the plan which has served me well!

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Trek

IB is already generating revenues. Has been from before Aug 23 RNS. Also got revs from LA hospitals you can see in interims.

Most funding has been through charities and CLN’s

With the clinical trials about to go into the next phase something will have to give here as substantial funding will be needed beyond what IQAI can achieve. Either a sale to a pharma of one or the other or the lot or a % retainer.

So many permutations. Something will have to give eventually just gotta watch and see how TB manages to coin most for himself

Usual caveats

Trek

“ At 9p no one truly thought 4.60p was possible but it was hit Friday so 2p is very possible.”

I havnt posted here before but I followed this from the MMM RTO and didn’t buy because of the capital structure. Even at 11p I said it would likely go back to the 5p treasury price and posted as such several times on TEcAN Bb.

But I am surprised to see it below the treasury price now. This interview has probably been posted here somewhere

https://www.youtube.com/watch?v=SLnszunKd4M

And likewise I think at this price it’s now probably worth a punt if you have money to sit. Not for me though as much better plays elsewhere atm.

Good luck to all PI’s here

Usual caveats

Trek

PANR - gotta be a hidden Trump play….his energy policies could allow the lng terminal through. (I don’t hold but would, can’t do it all!)

MFAI - buys there today, I have a small position, once the seller clears which is very close, as just washing through placing. I expect a strong bounce there. AIM to sell half on a double with. all things AI and digital catch up! Recent good news has been sold into to clear placing atm. Silly cheap imo but that’s on nav not fcf!

SUPR - a Tecan followed me into that one. It’s a zzzzzz proper stock. Another director buy today. Well covered juicy divi and 100% occupancies from supermarkets. A good inflation yield play….yawn! Zzzz!

Palm dig dig raise! Placing at 50p 40% drop! I stay away from parts of Canada now, the wildfires are a realistic risk! If the ceo don’t get ya the flames will! Yikes!

Arcm …. You in that one tro? Gonna find a tier one copper asset and you’ll be a millionaire! There’s only one realistic mining bagger atm, that’s after flipping AMRQ got away from me and I will be adding once I flip some other trades…SVML…gotta sit patiently though so most won’t bother!

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Trek

Surprised BGO didn’t move on those numbers. The debt reduction and step up in ebit is healthy albeit the overall mcap is small. However, Boku is huge in this space!

GST retail offer was oversubscribed….. I have been watching it with interest and would trade some if it went below the placing price. I remember MOdE digital one of the first in this space. I traded it post ipo. Went from 50 to 75p from memory. Now suspended at 2.5p!

They were a bit early for the regulators. GST may just have timed it right. I havnt looked at their wallet though. I assume it’s like Atomic, one which I have looked at and you can trade coins across various technologies.

Not an investment for me though, I made a mint on ARB and the old saying about quitting when you are ahead is ringing in my ears!

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Trek

Good 100k share director buy in case anyone misses it among the transaction in own shares news.

Trek

Trump coin from blogg….

“… 10% of the total supply (or 50% of circulating supply) is controlled by Trump. The other 10% is in public hands. Roughly half of that was sniped by those in the know (AIM and crypto not being so different really), leaving perhaps 5% of total supply in public hands.

It’s practically perfect. Control the price up and down by letting it run, and then farming new buyers for profits. Make millions in trading fees because Trump is also the liquidity provider.

And every new coin that hits the market is 100% profit.

Trump can of course rugpull at any time, but may go downt he smart play and try to extract maximum value of the entire course of Trump’s Presidency. Allow for a few spikes, and a few dips.

Leak rumours of a strategic Trump reserve. The row back. Then market the coins on the world stage. Then withdraw. And make money the whole way.

Open-faced bribery

But the big thing to understand is that this rise is not retail, and it’s not institutions. Foreign investors can buy the coin, driving up Trump’s personal wealth, completely anonymously.

However, the bigger issue is that Putin or Xi can now funnel cash directly into the pocket of the President of the United States of America.

Or how about these guys?

“ In agreement with our service providers, TikTok is in the process of restoring service. We thank President Trump for providing the necessary clarity and assurance to our service providers that they will face no penalties providing TikTok to over 170 million Americans and allowing

over 7 million small businesses to thrive. It's a strong stand for the First Amendment and against arbitrary censorship. We will work with President Trump on a long-term solution

that keeps TikTok in the United States…..”

From Charles Archer, email….there’s more and it’s sickening!

Trek

Disagree DN, it’s also a traders stock. Even allowing for stamp duty!…

I bagged the divi and sold then bought some back again below 490! Unbelievable!

Don’t worry though, for you ‘binary folk’ I have a core position at 483p average (for income) and another account which I trade.

The irony is that my trading account is actually delivering more profit prorata than the income from my hold and hug account!

Here’s a thing. It’s not being clever it’s just recognising opportunities around a stock one knows well.

Imo you can only take such risks with an income stock when it doesn’t really matter if you are the wrong side of a trade because you don't mind holding the stock anyway!

PHNX and others have been good to me….all hail bond yields!

Trek

Good interview, very articulate and clearly explains divi is covered for 8p.

I added some last week and feel somewhat vindicated now.

High yield will turn with rates imo potentially making this spell a lifetime opportunity for income seekers!

Trek

CtAi - like I said tro expect a placing on sp strength…why wouldn’t he they are traders not the angry locked in investors!

Hbr. I had 240 as a buy, been watching and watching. I added to Txp instead but Hbr looks like gonna hit 300p and then retrace

SNX… dropped back off highs. Anyone wanna get in watch the vol imo. It’s the real deal. I am tied up elsewhere atm but would buy…

Hi Blu - yep tbh I do a main tesco shop but we use the village shops all the time. Butchers, Co-op, bakers and the local farm shops always. And our charity shop does well, books, jigsaws and very often designer clothes at unbelievable prices! Mrs trek got attire for a cruise, d&c dresses or so at like that for a few quid each!

Our pub has a discount scheme for regulars, I go once a week and get 5% off everything. We all pool it together towards a Christmas evening.

And all our neighbours look out for each other and help out. Hospital runs, shopping, IT etc. It’s just how it should be.

Trek

Yep blue and meanwhile the likes of Shein and Temu dodge vat because the stupid import tax thresholds allow them! Talk about an easy revenue win for Rachel from accounts and it’s often on discretionary spend like rags or frigging wine!

I get psd off with all the help British business talk, help the high street, help the independents and then do FA about it by both parties!

They all love a tax dodge!

I refuse to buy anything on Amazon or the Chinese slave Labour sites even if it means paying more!

Usual caveats

Trek

Hex - this Zack interview was probably posted earlier. I just listened to it. It’s pretty clear what the financing intentions are for hex. I.e using ruddy. As I posted earlier

https://www.share-talk.com/helix-exploration-plc-aimhex-pioneering-the-future-of-helium-production/

I expect many investors will get bored and move on. I mean it’s gonna be a few months and they will wanna move hot money to crypto and Ai spikes.

IQAI had over 100 posts yesterday. When I held way back before the last run there were often zero posts!

Still if I can time some trades I will get more hex ahead of news then the market can have some back!

Trek

HEX… Rudyard is the play. Use the IPO funds to get the first well going then daisy chain the finance. Iggy I wouldn’t be surprised to see a deal there. No has contacts. If helium and hydrogen are really that hot someone may finance the drilling for a percentage.

I don’t see these two extending their career past Iggy. Imo they will sell all once they get an appropriate value point.

IQAI - the 200DMA is just below 4p. I think it goes past that as long as TB doesn’t pull another fast one! I have it at 5p but would sell half on a double no matter what!

Usual caveats

Trek

Me too supersport,

I was actually pleased news didn’t land today. I think even if we skip next week it can be read that they want to include more on the deal with the financials. We are still in January!

I really don’t see the loan being an issue. PB was confident, he’s surely learnt now to under-promise…

Hot money is chasing Ai minnows atm. I have looked at a few and for many their balance sheets and bods are terrible but it’s all about buys and sells!

Still I would rather have a big pot here than casting a big net for little fish! TXP is real assets and a real transformational cashflow opportunity!

Usual caveats

Trek

Hi Blu,

16666.666% up if that’s any good! lol!

Trek

Absolutely tro and it sums up this lot!

I just hope PI’s are playing it with beer money and not expecting riches!

Some of these stocks are so illiquid that when the first ones in decide to jump the rest could well be locked in on spikes!

There are lots of ways to play Ai but chasing micro caps with terrible balance sheets and Del Boy CEO’s is a traders play only imo!

Trek

Ctai were previously ctea…. What’s in a name…oh Ai of course!! ctea to ctAi! lol!

Wondered why I got confused. Still their balance sheet is still the same basket case. Getting by on pennies of CLN’s. Expect a raise there on back of share price strength. They’ll burn PI’s in a blink

Then there’s cel Ai ticker clai… uses ai to deliver personal beauty. A few lasses on our block would defo buy that one…. Can’t see if was recent ipo on RNS’s but they have timed it well and could probably have their skincare products sold in the nail clinics! lol!

Then there’s scgl…sealand….balance sheet is a basket case, CLN’s, Rev of 71k losses galore still blaming covid for everything! Trying to break into China to tap social media and IT…. There’s an oxymoron!..

….this is their flagship product….” EVOO AI PLC is a proprietary data platform with specialized AI learning models tailored to drive meaningful commercial and consumer insights in the luxury goods sector. Integrating proprietary, open-source, and partner AI models, the platform delivers in-depth, actionable intelligence on market trends and consumer behaviors….” No spellchecker though! lol!

The whole set of interims is gobbledygook! But WTF it’s getting chased higher and higher!

Then you got BLUE, VELA crypto and a bit of AI and then MFAI (I hold) but all three have similar models. Investment vehicles with zero revenue. The raise and invest. Sometimes to keep the lights on. You only get a winner if they sell a winner.

I have held and traded all three over the years but following the recent placing (I dodged!) MFAI does look a good bet. Only if it divests something to provide more working capital. That will also give a price point. They have many shots at that.

A sale similar to what road are doing with their sleep science product CSS. They are doing it right. Selling down one investment to fund growth in core assets.

Then there’s IQAI, I have always thought it was a genuine moonshot. But their ceo is awful, an absolute shark! But I bought back in there this morning just to trade the charts. Not to hold. It’ll run and fizz out. Gotta time it. No emotions!

Another is LLAI and of course ONC. Both medical. ONC I have traded many times and should have a good year - if it changes its name and milks the little n=bit of Ai it uses lol!. LLAI hasn’t moved and I havnt turned that one over for a while. But I am happy with the tones I am playing atm.

But but but…peeps chasing Ai and some of the winners can be anyone with a call centre. Like DLG, PHNX, mortgage brokers etc… anywhere a voice and keyboard is needed. DeG’s recent Ai interaction scored over 80% on cust sat beating people (60%) by miles. You ring the bot answers, knows all the docs and processes and emails you the info etc!

Solicitors hand up your boots, days are numbered imo and gosh just in time as we need brickies and healthcare workers! Ok you get the point…

Hi linandy,

TB of course

Trek