Member Info for TrekMadone

MDH gonna be a ten bagger minimum from the 2p tro. I even expect 10 bags from my 3.9p! Lol!

I take it you bought some?

Its trading range has been to buy from 1.8p to 5p on very low volumes.

When that RTO paperwork is filed it should rerate.

The Rost well is also so big at +4% helium it can’t be ignored.

A race to get the RTO done could be underway! But thankfully we have a call option on the purchase so it can be invoked at any time!

Usual caveats

Trek

DEC - just looked in, through 1300p already, market been asleep!

I am nearly 10% up already!

I mean it’s not a surprise the weather and Ukraine cut off has been in news for ages!

DEC is probably my best active trade now even surpassing YU group which was outstanding!

1330 and start offloading the trading pot. Then spend it and share a little love! Else what the point!

Trek

I expect there is a seller at GEX given the 5p base treasury price. Oh and loads of rampers on the BB!!

I note the RNS from MSMN today as well. Buying more land. WTF it’s about time they generated some income. But why bother if the same old process of raise and spend pays the execs well!

Look at HEMO today. That would be a BB full of millionaires if it wasn’t for the dilution and then a share consolidation! They just announced a start of phase 1. That’s great but a phase one has lots of phases then there’s phase 2 and 3 and read out and peer reviews and deals etc…

Imo these stocks are trading opportunities not really investments!

For most of them you just want to ride the price inflections or even holding some and trading some/all is usually a better mix than just hold and hug!

Trek

Well Deano,

My 35k buy still hasn’t printed…

https://www.aquis.eu/companies/MDH/trades

Not sure if a MM is holding them. Thankfully I have the receipt! (EDoc)

I think the risk is just another layer of questioning by the broker but other brokers allow trading.

AQUiS has been around for ten years and is subject to the same regs as the LSE/AIM platforms. It’s just not as ubiquitous across instruments like the others.

Trek

Yep…Dartmoor usually in the rain!

Gas up 23% now….

Could also be perfect storm for TXP as deal if goes through will open up international gas markets via export terminal.

Set next buy at SUPR as well 67.5p. They let to supermarkets. 100% occupancy. Averaging in there atm. 23% discount to nav v 12 month of around 16%. In sane value as insti’s change bond yields!

Will make next buy at 25% discount only if it goes there!

Trek

I grabbed some for a day trade on the dip, by that I mean over a week or so.

I only do that for stocks that I don’t mind holding so it’s not a brave trade. Make a bit towards a nice weekend break. 13:30 and DEC pays the lot! lol!

If not, well, another walk across the moor so not to bad either way!

Trek

Trading economics also pinning rise to cold incoming cold weather.

https://tradingeconomics.com/commodity/natural-gas

Glad I fixed my octopus for a year!

Better start collecting wood tro!

Trek

An export terminal or two opens up a whole new opportunity for TXP…. I still don’t think the market really appreciates it.

https://tradingeconomics.com/commodity/natural-gas

Gas could go back through 10 bucks in a blink!

You only gotta flip to the 25 year chart to see it’s at the bottom of the trading range. Once/if we close that deal TXP will be a leveraged play on LNG prices just at the right time.

Also with non fixed revs coming on line TXP could hedge some production at much higher prices which will help service debt.

Potentially a huge opportunity here!

Usual caveats

Trek

And gas just up 16% as EU won’t be allowed to buy Rusky gas in 25…. Could be a perfect timing for TXP!

Short dated futures all up. Should be 4 bucks soon imo.

https://www.cmegroup.com/markets/energy/natural-gas/natural-gas.quotes.html

Usual caveats

Trek

Gas up 16% atm…

Yet DEC not moved nor have renewables. Has nobody else joined the dots?

Europe are not allowed to buy Rusky gas in 2025….

Short dated futures are all up significantly

https://www.cmegroup.com/markets/energy/natural-gas/natural-gas.quotes.html

But as yet my bets have done FA! lol!

Trek

I ya had one shot to tip a stock that will bag next year this would be my pick.

For sure there are many out there that have the potential to do way more than that and I have a few punts but they are far too risky for a big pot.

That’s the test, would you chuck 50k or whatever is relative at a stock expecting a bag.

With the infrastructure and geo as derisked as possible and now a communicated route to non dilutive finance for an accretive aquisition and about to drill……. There ain’t many TXP type plays out there.

I expect a SP of +120 next year just based on where we have been compared to what we have now. But a bag for starters and chance of another free carry!

Usual caveats

Trek

Hi JH,

Those numbers are more like it.

Re rail comment…..the trucks are needed to get the helium to rail or direct depending on sales target. But then that’s really the easier bits!

IMO this is one of the first self funding steps on the ladder. And production in around a year of listing. That’s pretty impressive!

Once they get one well pumping the rest will be more straightforward and rapid by looks of it!

But key point is it starts to open up funding options whether by RBL which will grow per well or by a JV.

It’s non dilutive finance options and a ‘clean’ corporate structure that will differentiate TSR at HEX compared to many other helium plays.

Finance is king! Especially on AIM….. slowly slowly

Usual caveats

Trek

So HEX just valued a PSA all in at $500k. That’s nearly half the mcap of MDH. lol!

We have a PSA, trucks, 9 wells, most with direct sales route via pipe, metered at the well head. Then the acreage and offtake agreements and additional non dilutive expansive funding proposals for more wells. Then there’s the IP for the water injection. Whilst the smaller wells pay the bills ROST can be transformational for our balance sheet,

So if you compare MDH to peers, many of which don’t sell helium yet, +20m mcap is actually only scraping the surface of the potential value here.

But that’s not the point this entry represents a shot at +10 bagger should we RTO which is just paperwork and later possibly an AIM listing. Or a chance of a takeover even just for our equipment!

Very unusual opportunity this but obviously with risk and I can wait and am gradually accumulating.

This is why at my 3.9p average and given the horrendous spread and poor liquidity I am prepared to take the risks here.

Usual caveats

Trek

I expected them to go the PSA route. They will need trucks now and of course a n offtake/sales contract.

I don’t see either being a problem here given Bo’s contacts.

The pSA will be capable of +99% purity.

Albeit a transformational aquisition for our balance sheet I don’t expect huge revs from the PSA. But that is not the point.

This is an extremely reliable bit of kit that given the dynamics of Rudyard and a good offtake agreement should generate more than enough cash to fund our OPEX and secure lending against. Especially when you add in another well.

This is the first step of the cashflow daisy chain intended to minimise dilution.

Usual caveats

Trek

Think NJ has just cleared up the divi debate….

“…… This performance underpins our stable dividend which at the current share price, represents an approximate 9% yield. With a strong balance sheet in place following our recent fundraise, we are well positioned to support a range of growth opportunities……”

Trek

Nesf tro, I hold got bottom wrong, 72p ish average from memory but holding for divi. Also sold some and bought em back cheaper which helped!

Word of warning on renewables. Lots have reported up to September 24 now.

But since sept wind and solar been useless. Either too windy or not a puff. As for sun we’ve had fog and mist! It averages out but this is unusual weather and also watch the unit prices… which now could be set to change to upside…

Very good article from Oakbloke on DEC!…

https://theoakbloke.substack.com/p/the-dec-ember-man

Usual caveats

Trek

Hi broomtree,

I just read his missive on email and was very impressed with his outlook analysis.

https://theoakbloke.substack.com/p/the-dec-ember-man

Funny that he also earlier mentioned another stock I hold SEIT and two I recently sold SQZ and PTAL! lol! Think I may have to revisit my sell rationale. Well at least I’d be buying em back cheaper!

Trek

Well the peel hunt analyst likes DEC 3:30 in…

https://www.youtube.com/watch?v=e056ksLF6Dw

Trek

My 35k top up went through at 2p but trade isn’t listed here or on AQUIS. Got the shares and eDoc.

May show up later.

Now just under 4p average. Will grab some more later.

Trek

All I can say is well done to those that have managed to get near 2p.

I have tried several times. I think it’s just being in the right place in the queue at the right time !

GLA

Trek