Member Info for TrekMadone

Hi Tro, I mentioned IES I got some at 9p, selling em this week though. Gave my son em as a longer term tip. He is keeping his.

Looks like another hurricane forming in Gulf of Mexico. 13% of US oil produced there. Then you got all the LNG plants.

https://www.nhc.noaa.gov/graphics_at3.shtml?start&utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=110424&user_email=b2e8c97ccc6ddb76107c5b8c6d401963987d41317d2787d216d506bcf903729b&lctg=65d3a4d7962245101d037748#contents

Could see oil and HH higher.

Trek

It might have been £2 lol!

Usual caveats

Trek

The 25k is a buy not a sell

Trek

Oh and on goldies…. LEX of course. I held way back time to buy that one again imo.

I bought renewables for income and was hoping for a tailwind in the budget. They are all down since! I am still holding as many are near lows already.

But just read this in Guardian today - up to 15 year wait to connect to grid! And the queue just isn’t moving.

Just shows what a load of bllx mp’s sell. We are mean to be switching to renewables. It really ain’t happening at scale. It rhetoric!

https://www.theguardian.com/business/2024/nov/04/renewable-energy-grid-wait-green-renewal-stellantis-warehouse-solar?utm_term=67288431936a33c4c7a4ccf947179990&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

Of the miners I like

LND - Canada, got loads of PM’s sale or JV soon imo sp good entry atm. I’d buy again if had spare cash

MNRG - got a producing copper mine in morroco cheap. Also just had approval for uranium mining resumption in Kryzstan - chart due a pull back so buy dip. Someone has increased to 7% there.

PXC - US copper mine about to start. Have bond finance but waiting next payment. Very risky but outstanding location and asset. Worth a punt at 10p.

Mining expo like biotechs will be big AI winners. So will HEX if they are around long enough!

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Trek

Look at 4BB, I posted there in May 22. Not many posts since. I was gonna buy at 550. It’s a quiet one that will be big. PE invested at £15 a share!

HVO is the real deal, I bought at 10p sold at 30p. It’s back to 28p now. Top CEO.

AVCT should do well, but they will always need cash. I’d buy if they go below last placing price of 50p again.

POLX is the real deal at this sp. It’s making money and one more contract could land at any time.

HEMO folk love. I have traded it and it could come big but always fear of another placing. Loads of shares now!

Much of sector have +90% fallers. Could be bargains if find the right one with a balance sheet!

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Trek

CCZ - ‘the big one’ from memory I held a while back and sold into news when they went over a penny.

GENI look interesting, down 90% in 5 years. I bought some POLX down 90% in 5 years! Pretty much same across junior biotech sector. They are slow burns and cash hungry! I did well there during covid but that was different. Now it’s really hard to pick a winner but if you do the results can be astronomical!

MSMN - dipped below 4. Reckon that was the last bottom. Drill news soon. I will be selling hopefully at 6 but it may just stay flat! We’ll see!

HEX - I still hold lots. It will correct imo. Nowadays it seems people sit on the sidelines and only invest after the risk. Look at the last drill nothing in sp. Looks like folk waiting for flow tests.

Same at Txp been no reward for getting in early sp is still lower after news albeit with a little pop today!

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Trek

txp flowing gas - great rns there. massive infrastructure investment and sp on its **** atm! gas will be sold immediately as they have an unlimited supplier market that need as much as they can produce and fixed contract pricing.

cbr good new there for rare earths but imo they will raise soon. £500k on the books from last june will have burnt by now. wait for placing if ya wanna slice.

he1 are still on tz time waiting approvals. blue star is a good play for them imo. but i still think there are much better helium players now.

usual caveats

trek

“ Ai at the forefront of technology I think mindflair well placed to take advantage”

Not just that, following budget people are too expensive and after the employment and union reforms too problematic!

Also too many folk on long term sick now difficult to re-integrate and retrain.

The fiscal policies will accelerate the race to AI. With chat bots answering phone calls and sending out follow up emails. With the likes of the Direct line trial where bots scored way higher than people there will be a rush to automate all voice and electronic customer interactions. Likes of PHNX insurance have announced investment in AI for a range of services.

Now it can save them NI contributions!

As always things seldom turn out as one expects.

Usual caveats

Trek

They seem confident in selling a subsidiary with its tax losses for cash. Apparently the Izzy laws changed in 2015 to enable that if it was over 80% of the overall. Or some at like that.

A defo trade but I wouldn’t hang on a favourable outcome, legals are always unpredictable and writing an RNS is easier than writing a cheque!. Buy now sell into later news imo.

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Trek

Benji tells the UN Iran must never get nukes! Live…

https://www.youtube.com/live/Af_WFpDj3MQ?si=yb6AnIrX_YtVPO2x

Trek

10 year GILTS have spoken.

It was a sht budget!

https://markets.ft.com/data/bonds/tearsheet/summary?s=UK10YG

Pretty much all the Uk the high yield stocks are down as it’s a risk off budget.

UK plc is gonna have to borrow more to fund spending. So pound weaker which puts pressure back on rates as they won’t be able to cut as we import inflation.

Money will go to the bond markets and demand higher return so why bother with equities.

Imo as I posted before, I fail to see how it will lead to a budget for jobs. People are now too expensive following the NI raises. They are also too risky with new employment legislation and trade union empowerment.

10 years up 3.3% today!

One can only hope retailers and housing market stay resilient so that the market can adjust.

Too much too soon imo. Need to get the balance between freeing business and enterprise through less punitive taxes and less regulation which encourages employment and growth and drives tax revenues.

Typical UK politics go from one extreme to the other from strangling social responsibilities to strangling capitalism!

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Trek

Beneath the data there are some concerning signs. Folk are holding onto cash and not mobile in the jobs markets.

https://www.trustnet.com/news/13428894/mgs-five-frightening-financial-charts-to-fear-this-halloween

Trek

Bismarck,

I agree I didn’t expect a divi increase as incorrectly figured they’d save cash to pump into the Exxon assets assuming they had suffered two years of underinvestment.

But the FCf and debt pay down has given them headway on their own book. Then they have the 3 x increase in output to look forward to.

They are obviously super confident to announce a 20% divi increase!

Makes me think there will be more to come!

I am sticking with these now.

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Trek

I read it as a need for business to supercharge the implementation of AI for growth as people are now even more expensive and potentially even more problematic!

Trek

Budget - UK gov to invest millions into green hydrogen!

“ Funding will be provided to 11 new green hydrogen projects across England, Scotland and Wales.

They’ll be among the first commercial-scale projects in the world, and will be established in several communities, including Bridgend, East Renfrewshire and Barrow-in-Furness, she says.”

That’s the UK, US will follow….

Read the tea leaves!

“The world is ours!”

Usual caveats

Trek

Could be that there are some incentives for investment in renewables in the budget.

Wind has had a bashing of late as have batteries and the North Sea.

Usual caveats

Trek

Hi ShareInvestment,

You will find the details in 27 July RNS on VOY.PL.

As far as I understand they have a 57m share holding in the new MDH = 57%.

The RTO is a change of business, it needs an admission document but as I understand it the structure is in the RNS

Usual caveats

Trek

London listed helium

80M 6.3M….now on helium bandwagon following last 2 placings!

AST 4.6M….lifestyle company constant dilution!

GEX 9.0M….helium from old wells, concert party at +60%!

HE1 56.4M…traders stock, dilution, not best location

HEX 31.9M…two wells under expo

MSMN 8.4M…piggy backing Vecta, GEX royalty. I hold a few.

PRD 37.7M….O&G, hoping for commercial helium, low CoS,

PLSR 34.3M….TSX & AIM, placed 25p, TP buy below 25p

ZPHR 54.68M.. O&G& He will need funds, look in after.

MDH 1.3M… I hold, listed on AQSE, low liquidity RTO due.

Tiddlers elsewhere, you can read profiles on market screener.

AVN… 15M CAD

BNL…2.8M AUD

DME..27.53M CAD

HELI…7.66M CAD

HECO…2.63M CAD

HEVI….11.5M CAD

NHE…29.1M AUD

RHC…16.4M CAD

TOH…2.05M CAD

USEG..41.66M USD

Looking at CoS, potential reserves, mgmt quality, geo location and financing the two best upside v downside are HEX and PLSR. I hold HEX and researched PLSR when TSX listed. I may buy later.

MDH is a potential 10 bagger from 1.3m as it’s a producer, books are about balanced, has 6 wells, own PSA unit, sells from wellhead+ trucks some. It’s US based but CEO is inexperienced! Complete RTO and list on AIM, could go +25m.

More you look better HEX gets!

Usual caveats

Trek

London listed helium

80M 6.3M….now on helium bandwagon following last 2 placings!

AST 4.6M….lifestyle company constant dilution!

GEX 9.0M….helium from old wells, concert party at +60%!

HE1 56.4M…traders stock, dilution, not best location

HEX 31.9M…two wells under expo

MSMN 8.4M…piggy backing Vecta, GEX royalty. I hold a few.

PRD 37.7M….O&G, hoping for commercial helium, low CoS,

PLSR 34.3M….TSX & AIM, placed 25p, TP buy below 25p

ZPHR 54.68M.. O&G& He will need funds, look in after.

MDH 1.3M… I hold, listed on AQSE, low liquidity RTO due.

Tiddlers elsewhere, you can read profiles on market screener.

AVN… 15M CAD

BNL…2.8M AUD

DME..27.53M CAD

HELI…7.66M CAD

HECO…2.63M CAD

HEVI….11.5M CAD

NHE…29.1M AUD

RHC…16.4M CAD

TOH…2.05M CAD

USEG..41.66M USD

Looking at CoS, potential reserves, mgmt quality, geo location and financing the two best upside v downside are HEX and PLSR. I hold HEX and researched PLSR when TSX listed. I may buy later.

MDH is a potential 10 bagger from 1.3m as it’s a producer, books are about balanced, has 6 wells, own PSA unit, sells from wellhead+ trucks some. It’s US based but CEO is inexperienced! Complete RTO and list on AIM, could go +25m.

More you look better HEX gets!

Usual caveats

Trek