Member Info for TrekMadone

Got some at 449.

Will look in again laters.

Great update. Good luck all.

Trek

FDA over at POLX!

I can’t get a price on LIO

Trek

Posted by Dai on Tecan BB.

https://tvc-screenshots.investing.com/tvc_7f619d92cf49ea4fc7d7d58129d0d097.png

Trek

MM’s havnt a clue… can’t get a price to buy or sell yet!

Trek

Dai,

Thanks for the PTAL-Brent chart. As I thought.

Worth the risk though for the divi. I have been watching that one for over a year. Will add more probably after xd which is 29th, not 28th apologies and maybe again in new year.

Usual caveats

Trek

It’s very unlikely natural gas/methane as analogous wells have inert gas. So it’s probably Nitrogen which is a known ‘carrier’ of Helium. But obviously needs to be proven…

“ Ingomar Dome - Clink #1

Clink #1 well location is situated at the crest of the Ingomar Dome approximately 200m to the west of the historic Hilliston #1 well. The Hilliston #1 well tested a 195ft column of non-flammable gas from the Amsden Formation at high flow rate and minimal pressure loss over 30 days. The gas was tested at ~80% Nitrogen and was not assayed for helium, although a high helium-in-soil gas anomaly measured at the wellhead suggests that helium gas is present. Clink #1 has been designed to drill beyond the Amsden formation to test stacked reservoir targets in the Flathead and Charles Formations.

The primary target is the Flathead formation which is the main regional reservoir hosting helium production on the Montana helium fairway. Gas is known to occur in the Flathead formation having been identified in the Treasure #18-1, located over 6 miles down-dip from the Clink #1 well location, which logged 10-26ft of gas in clean sandstone but did not conduct a flow test over the interval.

The secondary target is the Charles formation, a thick sequence of interbedded limestone, dolomite, anhydrite and shale. The Charles formation has previously had gas identified in both the Froze #24-8 and Treasure #18-1 wells. The Froze #24-8 well, located down dip at the southern end of the Ingomar Dome, identified a total gas column of 175ft. The Treasure #18-1 well, located over six miles down dip to the west of the Ingomar Dome, identified a total gas column of 145ft. Both wells tested high-nitrogen gas (80.4%) similar in composition to gas tested from the Amsden formation but were not assayed for helium.”

It actually a very ramp tweet imo as we have been told the Amsden data. But it seems to be what social media wants nowadays. I note MDH also had a video of their CEO stood next to a well holding a guage shouting look at this!

Having a view on outlook is fine especially with the product. But as for the well….just give me hard data!

Guess I am getting old!

Usual caveats

Trek

And a buy back and huge cost savings. Imo more to come there from AI as well.

The budget cost 1bn in AUM’S, that’s a big hit over a short period of time. But they are positive about the outlook. Esp for active funds which makes complete sense now that the magnificent seven have likely peaked.

Obviously notmentioned is ME and Ukraine. Well the US have made inroads with Hez and Trump may get a deal in Ukraine.

I am not so sure inflation is done though as I see UK budget as inflationary, apart from Sept when the figs looked fiddled as that coincidentally is when pension increases for the following April are set!

But Trumps protectionist policies are also very likely inflationary. So I don’t share the view on rate changes. Which if you look at a + 20year chart are still low anyway.

I will look to add some today. I mean that yield is insane as is the sp with this update!

I may just have timed it right this time!

Gues we will find out soon enough

Usual caveats

Trek

Hi Rob,

Actually no, as a UK issuer they are now below the 3% threshold. My bad I had 3.914% on my tracker and not 2.914%!

But as posted I agree the recent volume is more than enough to clear the remaining stock. Indeed one could almost argue that the drop off in volume indicates it’s done!

Just need the price to tick up now which could be quite rapid with some news and a few buys v stock held tightly at least for the next 10p!

Alligator,

You obviously have good intel can you elaborate. If not don’t worry.

Good luck

Usual caveats

Trek

Yep looks like after the pullback this is teeing up for another run soon.

It’s pretty much impossible to time buying; folk piled in seeing the volume then no North TR1!

Give it a few days have another go!

We ‘all’ like to be as close to the bottom as possible but that’s easier said than done so those that don’t hold and hug sell some and recycle often with a inch of profit or for that matter loss which inflates the volume.

We also have news due soon and if that then coincides with a North TR1, well then I will be glad I have a good size position here!

It’ll come!

Usual caveats

Trek

Perhaps he means he is ‘outstanding in his field’. lol!

Just like the rest of em eh!

Trek

For the oilies and expo traders here.

I dipped into PTAL today… xd 28th, yields about 13% paid quarterly. That’s after the usual deductions 16% is published!

Chart says lower so it’s an average in job even though the results narrative is prioritising SH returns. They also have a buyback albeit a small daily grind.

Very sensitive to POO and also river levels in the Amazon for floating offtake barges…etc

Hence gotta trickle in over time.

But I reckon it could be a quite little payer, similar to my DEC. As always timing is everything and as we can’t time things one averages in and averages out to hopefully smooth the average SP and income.

Usual caveats

Trek

Oops …. Curry consumed! ….here’s the link that may help explain my earlier post.

https://www.bbc.co.uk/news/articles/c2k0292v0w1o

Trek

What a load of bllx… useles. Aren’t we learning!

We should have 10 million cheap AI led drones on the shelf each capable of delivering thermobaric devices by now with mobile command and control centres with ultimate flexibility and integrity hack proof comms.

Total cost… Less than £500m effectiveness billions!

There give me a few k as an advisor!

Ya get the point!

lol

Trek

Just lol TL,

Ok line up we are looking for a candidates for ‘seed investors’. Deep breath, trousers down!

Constant rinse and repeat…. Opinion passed off as fact… more FOMO eh!

Outside the tent pssing in again…. I suspect you sold and don’t want to pay more than you sold for.

Get over it. I have done that many times before and bought back in after reconsidering.

It usually helps to average in/out or hold some trade some. But best only have a few if you are worried.

But seriously TL I am not having a pop at you.

I actually said I thought the last RNS was rushed in response to a jittery market. So I absolutely get why folk are jittery.

But we don’t know who is selling. It looks, based on the absence of TR1’s, like it is jittery PI’s.

It doesn’t take much volume in a low volume to move a SP on SETSqx.

As for the ‘larger investors creaming off the profits’ …. Ok guilty as charged. If you define 500k shares as a larger investor, or is it a mill, two mill… you get the point.

But I maintain as I have posted here several times, it’s the hydrogen that will be the game changer. The chance of the first green/geo hydrogen producing well in NA….

That will imo open up funding. Could be anything like Ford and GM who invest in lithium mines to secure supply. So why not tech or space expo doing the same for gases. Esp given the chips act!

I don’t see Bo or DM creaming off profits…. I think they are genuinely excited, but excitement doesn’t deliver a SP. It’s just the first step.

One has to look at the overall story and invest accordingly whether that’s a fk it and forget pot or a trade some hold some.

But being outside the tent pssing in, where it’s cold and the frost bites leads to one wondering if they made the right decision.

And yep that’s crap!

If you’re not sure just have invested what you can afford to loose (true of any investment) then you can chill. Or else just leave it and move on.

Good luck

Usual caveats

Trek

I joined you guys here, been on my high yield watchlist for ages.

Just got a few for now. As my timing is usually poor I tend to buy over a period of time. The xd on 28th may open up another lower buying opportunity.

The 2x5K end of day are mine and fwiw I had to split the trade else it was NT.

Now the capex run is pretty clear covered by cash and notwithstanding the POO the divi looks as secure as poss. I will be dripping more in over the coming months to hopefully stay in touch with the SP.

GLA

Usual caveats

Trek

Hi silver,

Mine was a 25k buy yesterday. As BB know I am slowly adding here.

Price to buy was 3.5 I set a limit order at 3.35. It went through below that.

I ‘only’ have 175k shares atm. They are underwater due to spread.

I will be adding another 25k later then probably wait till the prospectus.

That gives me a foot in the door to build on or trade half from if there is a day one spike.

There secrets revealed. I successfully did similar elsewhere but it very risky. Also successfully didn’t do GEX coz I read the prospectus. But it’s getting closer to my TP now.

Price is mitigated here by mcap v assets though and not necessarily helium chasers like elsewhere

Usual caveats

Trek

I got ZPHR on my super buys watchlist, been there a while. Never bought in. Can’t do it all….

Meanwhile watch HEX go to 29p now. Peeps that would have derisked, like myself are balanced now.

Then others that are either all in or all out probably now regretting it. FOMO tail winds!

A hydrogen disco is what will set the lights off there. With that, as I posted there, will pretty much lead to a JV and funding.

Then there’s the side show at Ruddy.

Gosh I wish I kept them all! Even trading for a few k somehow doesn’t feel as good as staring at a nice fat blue PF!

Flipping head says bank profits, recycle and get over it.

In this game it’s the bottom line that matters and not loosing capitol is first and foremost!

Usual caveats

Trek

hi tl,

firstly they don’t necessarily need £20m. as an interim, a psa (pressure swing absorption unit) can be used to purify gas to +99% and then truck it, like mdh for one of their wells.

then we still don’t know what the flow rates or compositions are of the others levels. tbh i think this rns was out a tad too early as they wanted to provide news to the jittery market. it’s a discovery!

but i also think there is more to the story…’we can see significant opportunities to collaborate with experts in the hydrogen field to understand the origins and potential of the ingomar system.’

they need the hydrogen data for the ‘hydrogen shin dig’. if this has a chance of being the first commercial white/geo hydrogen well in na then, according to bo, no shortage of funding options.

look at the bigger picture with on-shoring and the chips act. the precedent set by the likes of ford and gm investing in mining companies is to secure lithium supplies.

why wouldn’t tech companies or space expo companies do the same for these gases.

imo dm should have gone for a jv at he1 but hubris got the better of him. i don’t see this team making the same mistakes here.

iggy will be drilled many times and someone else will fund it.

but for sure it is still high risk with chances of high rewards. i agree just have enough in to make a difference but one where you can still chill!

holding such a hunch of success and then being all in or all out is emotional, sentimental trading. it feeds the mm’s. either have a ‘fk it and forget it pot’ or trade some hold some.

just don’t stand outside the tent ******* in only to be eaten by frost bite like many inexperienced pi’s seem to do.

good luck.

usual caveats

trek

Ninety one profits down today on outflows. sp up. In da price?

Trek

“ Rudyard alone wont be enough to make us all any real money being only 0.5bcf. Amsden isnt a huge resevoir either if you look at the admission docs.”

Well that’s that cleared up then. Glad you have all the results and answer!

BB’s eh!

Usual caveats

Trek