Member Info for TrekMadone

Thanks nom!

Trek

An article in The Times on DEC,

They probably have it wrong as well looking at the headlines…short sellers move in coz of dividend cut. That’s not true. Divi was cut after!

Anyways does anyone know how to legally bypass the firewall.

https://www.thetimes.com/business-money/energy

Tia

Trek

DM said they wouldn’t risk the well and test so the gas must be travelling through the shale. I guess that means they can also perf the upper formations.

Usual caveats

Trek

Helene has not been costed yet but prob ‘only’ $160bn!

Katrina was a beast!

https://www.visualcapitalist.com/ranked-the-costliest-hurricanes-to-hit-the-u-s/

Trek

Cheaper to buy 10m than 1m still!

434 v 438!

Trek

Bo expected Hydrogen DM didn’t.

Bo has made these comments that seem rather outlandish to the lay person. He knows something!

The shale issue isn’t a show stopper. Obviously testing needed but they could flow above the shale.

We also could drill Iggy again and have funds to do so. A bumpy ride but huge prize starting from scratch with a bigger rig and knowing where to case.

All takes a little time but then the shale is not really a surprise it’s prolific in the basin. This isn’t the same as the Karoo.

Drillers here encounter this situation often.

But yes I think the prize is the sale of the well and the acreage then go drill Rudyard and work another license. But obviously full value would only come from drilling. But if someone goes hostile for this poxy mcap then folk will take a quick buck.

There is so much more here than meets the eye.

The game will be afoot irrespective of the shale result!

Usual caveats

Trek

One buy filled at 887! Made around 20p on a trade. All helps nibble away!

Fingers crossed more to come!

Trek

Msmn looks free to go now!

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Trek

If they have the only quality white hydrogen well in the US then even at +£100m mcap I think ‘the world’ will be someone else’s!

Trek

Hi jun_man,

The EMS is not law it’s a minimum size but it’s caveated with liquidity. I regularly have examples esp on small caps where you get NT for any buy let alone the min. So it can’t be ‘the law’.

Hi Terry,

I don’t doubt what you say. There was an early sell at 866 from memory. I have noticed the price drop at open for the last few days but not been able to buy at that price. Maybe collecting stops, I don’t know for sure but the liquify here esp early on isnt as good as it has been.

Anyways I sold a small amount today and set some buys below 900p. No idea if it pays off but hope to get some extra shares.

1/3 of my pf now in cash apart from special sits really. ME just don’t look good and Reeves has sent the guilt rates up! That means boe can’t be as dovish now.

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Trek

895v897 on 1000 shares

895/900 on 4000 shares

Can’t buy more than 4000 shares can sell more

As of now.

Indicates low stock again

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Trek

VTY - it’s usually more bad news to follow. A few managers look to be replaced for mis pricing but just a month ago company was guiding higher now this. There will likely be more imo

Trek

How can the US allow someone to make such claims. Musk at it again.

I do not have an X account nor would I buy a Tesla guys is an absolute nutter!

https://www.independent.co.uk/tv/news/elon-musk-donald-trump-election-rally-b2624549.html

Trek

US 10 years gone above 4% again.

Strong US jobs may mean no rate cut just yet.

I think energy probably safest play atm even with over capacity.

Oil is in backwardation - shorts have caused longer price to be below the spot price.

Don’t see China picking up the slack. OPEC can even make up for Iran!

Really could do with some dovish news from Fed else with the ME could all lead to tears!

Gold should really be lower but imo it’s the tear factor that’s holding the price now!

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Trek

Good shout on SRT Mick! 👏👏

Take the money mate!

I am back in the blue on MSMN with a bigger position now having averaged up from 34.

TXP - watch that one, likely to move v soon!

UPL - follow the money, crazy buying there at SP premium as well!

HEX - it’ll come!

LND - been on my radar, I used to hold. If it goes to 4 I will grab some.

ROAD - why o why did I sell at 16p was it from 14p! Doh!

Sold some more blues at the bell today. I think special situations out of EU/ME is safest atm.

Waiting for SEPL news hopefully this week.

Usual caveats

Trek

Picked up a few today. Was NT for ages buy that could just be the MM’s desk not fully open.

Trek

UPL - about to move imo. I waited ages to get a quote and just bought a trading position. Sent stock up 6%.

I have a bounce on the charts and there’s been a sht load of buying at these lows. Look at the TR1’s.

Trade only for me.

Usual caveats

Trek

Any questions?

Nope everything they know is in the RNS…

Good luck Hex!

Trek

I missed out on this very interesting Tecan discourse.

I would like to say imo the worse prime minister ever is BJ!

Why…..

The list is endless and mostly based on retrospective opinions. But my humble opinion ‘as always’ is based on my views of an individual’s behaviour’s.

Look I actually forgive him for lockdowns, dammed either way but the NHS saved his life and yet outside of a round of applause what happened…???

His pss up party behaviour whilst others suffered was disgusting! But then it was a Friday culture! That he perpetuated!

He aligned himself with Zelensky a man who is relentless about removing corruption and yet look at what happened during covid with crony contracts!

He thought he was the next Churchill and that opportunity was potentially there for him yet he blew it with his cronyism!

He was gifted so many ‘open goals’ with a country ‘cheering him on’ yet he consistently fkd it all up!

He blagged the country to believing (at least some) that Brexit would result in the removing of red tape and yet we ended up with more red tape for Europe and more for the ROW!

This was obvious from the start. A set of European rules existed then we needed a new set of UK Brexit rules! Yet he disappeared when the detail was needed!

One can go on but what really makes Boris worse is that he had perhaps the biggest ever opportunity to be the greatest. A landslide victory. A unique alignment of North and South. A huge majority for change!

Yet whatever he did he completely fkd it up because he was aloof and would rather party his way through politics!

Complete ars ehole!

And even bigger holes are the newspapers and talk circuits that now solicit his bunkum!

Trek

Hi broomtree,

Special dividend from outta the blue….ouch!

That would hurt!

Especially on the back of little buy liquidity!

That means they have to pay it as there is no liquidity to buy stock unless they want to pay silly sums for this so called ‘basket case stock’ lol!

It really isn’t looking good for shorts here.

Spin whatever narrative you like it’s easily debunked!

Oh then there is the chance ‘The straights’ close which would have a huge impact on LNG mobility and price…!

I am not relishing that for one moment, those things could go either way, and one always prefers peace and prosperity but the point is a leveraged position is not as liquid as a physical position in such unforeseen circumstances.

Yet some shorts are increasing. Fine. It’s not against trend. Oil hedges are currently in backwardation, that is longs are cheaper than spot atm (opposite is contango, not teaching to suck eggs).

My point is holders and buyers here are probably on the contrarian side.

But I appreciate it’s more complex than that as stronger POO is potentially inflationary (there are other factors) and that could impact on rates.

So for DEC it’s a complex net out between, demand, rates, SONIA, regulation, US jobs (pull) etc etc,

Flipping nightmare really!

But then the shorters ALGO have obviously simplied all of this to mean a lower SP whilst my view is more dynamic and yet I m well over 60% up trading here while the shorts keep paying for divi’s, paying to loan stock, paying pocket money. lol!

I still maintain £15 soon, never moved from that and sincerely hope all longs here go blue!

Bring it on!

Usual caveats

Trek