Member Info for TrekMadone

Bought a few back based on sentiment. It’s on its knees!

Will average a few more in later. See how it goes.

Not too many though in case if a suspension.

Chart has 5s as a possibility but upside potential here is worth a trade imo.

One RNS either way!

Usual caveats

Trek

I picked up some POLX Tro as a trade.

News by end of year and chart says through 2p as well.

Targeting 50% there, 500% in rampers terms! lol!

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Trek

1p new companies 92 left last year…

https://www.theguardian.com/business/2024/oct/28/london-aim-delistings-budget-inheritance-tax-relief?utm_term=671f42329015537fc132a6d314cd6b6f&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

Mendell Helium – 3p per share, £1.3mln mkt cap

Mendell Helium PLC (AQSE:MDH), formerly known as Voyager Life PLC (AQSE:VOY), is advancing its helium operations through its option to acquire M3 Helium Corp, a helium producer with interests in six wells located in Kansas. Three of these wells, Peyton, Smith, and Nilson, are already in production, while a fourth well, Rost, is expected to begin production soon.

The company recently completed a larger frack operation at the Nilson well, designed to boost helium output, and M3 Helium has access to both a local gathering network and on-site purification plants for efficient processing​.

M3 Helium's wells are located in the Hugoton gas field, one of the largest natural gas fields in North America, and the Fort Dodge area, where the Rost well has recorded helium concentrations of 5.1%. With existing infrastructure nearby, including a partnership with Scout Energy Partners for processing, M3 Helium is well-positioned for further expansion. Mendell Helium has extended its option to acquire M3 Helium until January 2025, reflecting the company's strategic focus on growing its helium operations​.

https://www.proactiveinvestors.co.uk/companies/news/1057364/spotlight-london-s-ever-growing-crop-of-helium-companies-1057364.html

Posted by bah1 on HEX

Trek

The recent offtake deal announced by DEC could put them on a good footing with the current macro threats. Global energy price uncertainty, that’s not about it going up or down before someone jumps in. It’s about price unpredictability v DEC’s offer of security of supply and fixed pricing over an agreed term.

Wouldn’t be surprised to see more deals follow through now given ME tensions.

US LNG export capacity will also increase significantly over the coming years.

Security of supply is one of the reasons I hold still these for income and capital gain, likewise SEPL that yield about the same as DEC for me.

Some deals may even be at a premium!

A couple more forthcoming and the market should take note as it’s a fixed sale price, similar effect to hedging, but without the associated costs.

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Trek

A normal end of day UT! About time!

We had gone months without one. Let’s hope it’s the start of our rerate as the pool of selling dries up!

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Trek

Tried again but can’t buy on countdown. Looks like they closed books and taking limit orders or orders at best only.

Gives them a handle on trades as they can ignore orders. The EMS is 7500 but as always that is completely ignored!

Still not long now!

Usual caveats

Trek

Got filled right away at 31.5!

Reckon the MM had nodded off! lol!

Trek

Placed a limit order 10k at 31.5 which is the published ask. See if it gets filled.

Trek

Yep just looked started at 5k went all the way down to 161 shares at 31.2p for the first quote! wtf!

Why havnt the mm raised it to attract sells. Crazy!

Don’t sell down here it’s just robbery at 30.88p for all mine!

They are trying to hoodwink stock imo.

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Trek

The 150k shown as a sell was my buy. Others are in blue.

Trek

Imo sp bottomed out here. Most of the placing shares should have washed through by now. Looks ready for a little pop back up through 2p imo.

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Trek

I could buy 70k shares this morning. That was all my account cash from in between trades. So it’s either in intraday auction when you got a quote of the stock has gone.

Could be that Notth’s broker fills the hopper again or maybe not. But there is appetite for the stock down here which is what we need!

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Trek

Just for info, can buy over 1million here atm. Must be some overhang, usually means price to go lower to clear.

Still watching with interest.

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Trek

Hi asp1,

Here’s a predictor. We are 363 on list.

http://www.stockchallenge.co.uk/ftse.php

Trek

Big gap up coming imo. Through 30p soon. Likely on a run up to news. Expectations of Helium and hydrogen concentrations first payzone could well do it.

This will soon hopefully be all about the ‘geological’ or ‘white hydrogen’. That’s gonna be the string for our Bo!

On past form we go up before news, down on news then recover slowly.

I wonder if this time it will be different?

Market may like the data this time as it could set the expectations of more, much more to come!

Gonna be a pretty exciting ride imo!

Usual caveats

Trek

“ Mindlair.....and blue,after 4 days,of not being blue”

Been waiting for that one… I sold out earlier. Took a punt again with lower price. Back through 1p me thinks!

Usual caveats

Trek

Took some POLX… I am familiar withthe company.

Contracts coming up and most importantly cash till end of 25, well Q126.

Also NDA with FDA pending.

Still flushing last placing though from May (from memory) as was a big one. But chart looks like a bounce for end of year.

Don’t fall in love, target 2p will do!

Also looked at AVCT again. I made a fortune there during covid! Sub 50p was the buy zone but I think it’s gonna break back above 60 soon. 58 to buy atm. I am not sure of their cash now. It’s smoke and mirrors with the different pots. But sell next news. Watching for now!

HEX …….. maaaasive gap up coming imo! I mean a biggy IF they report concentrations of Helium and more importantly now it seems (see my posts there) hydrogen! Through 30p soon imo!

HEX has derisked my whole PF hence able to flip back from cash but buying renewables for income this time as Rachael will bash the banks and insurers imo. Oh and then wonder why they don’t want to invest in UKPlc so hopefully there’s some carrots as well!

Usual caveats

Trek

Txp I added 5k

Polx. …. I think it’s due a bouncy bounce. Looking for 1.3 just for a punt.

Been adding to renewables for income. UKW - may get some tail winds from budget as there is little incentive in that space atm. Last project ran out off puff! No incentives. Sector could do with some wind in its sales…ouch!

Also FSFL and NESF bot big NAV discounts. They all blame the money leaving London and forget to mention china have flooded market with cheap solar! But these yield well and all on buy backs. Plus pay quarterly. Sector could heat up if budget is kind esp on regulations, so I have flipped from insurers to renewables for income.

Will pick up insurers again later.

Hoping ME behave and also Ukraine could get ugly with Korean troops now…can’t watch BBC news anymore it’s awful! So flipping biased.

But against macro.. energy seems obvious play.

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Trek

Very impressed by things so far. Like diner, happy Trinny folk! Not sure he can really say anything but hopefully he has been given some nod under oath!

It’s 30.57 to buy atm, that 5k is my buy not a sell. 31.18 to buy once you go over 40k to buy. 30.06 to sell, good liquidity as well! Google finance also has the price wrong. No idea why.

Everything crossed!

Usual caveats

Trek