Member Info for TrekMadone

I topped up 250k shares at 5399.

Shows as a delayed unknown trade. I placed the order before I went out. It’s my buy.

Hot Rocks flipping is imo the only reason why we can buy under 10p. Like I say though, look at the mcap and not the SP. It’s not even 8m! That’s insane!

I also think that if this second well comes in as expected— it’s a production well — the Ritchie may buy us out for our IP and the size of the field as they have the firepower to scale up by drilling lots of simultaneous wells!

Trek

Around 8 months back I said we would see rises here of 4-5p in a day.

Trek

£1

Baron investments, Zak, share talk, BBC news, channel 4 news, Joe Bloggs, gasworld, Ritchie Exploration…..

You see that’s all real noise… add in the Reddit’s and the tweets and you get more soon to chase so few sticks and one, MDH with so few shares and a massive inflexion point ahead…

Then of course factor in the top of the page here 27 posts now on a Sunday when not so long ago we’d go days without a post.

You see even if you are just trading and know sod all about helium or MDH that makes this a buy!

I last saw this type of chatter in the early days of the Covid stocks early when there was nothing else to do other than make money!

Nice weekend all!

Usual caveats

Trek

TXP as expected nice tick up into close —- could be top of the pops next week!

HREE also quietly clawing it way back up. I added more in the 2’s. Expecting to see 4’s there again soon but not selling that one. So much news ahead!

HEX touched 40p… done well there. Regretting selling 75% of my shares in tranches on a double and more though. Kept the 10p ones but added some at 28p in the other account. Will sell them into news to pay for a holiday!

DEC - I sold the lot now at 13.66 equivalent—- will prob go on more but I didn’t want to loose that profit! Gonna need it to average down and trade some yielders.

The 10 year treasuries going up has screwed my renewables— just as things were looking up! UKW now in the Red so I will look to trade down some more there but it’s a pain with having to pay stamp on that one. If I trade say TRIG it’s so much easier with no stamp. But hey that’s the game!

Nice weekend all..

Do it all again next week!

Trek

I grabbed some in the 39’s to hopefully sell in the 40’s —- nibble down my average here!

Trek

Sold at $18:1602 … huge profit nearly doubled my money with trades and divi’s here!

I always had £14 in mind but decided not to get too greedy. Can have another go if I spot an opportunity.

I think this is a solid rise but as it’s my income pot I can get more yield now by re-investing elsewhere.

Hope DEC goes from strength to strength….

For now at least you don’t have to put up with my smug posts…

What % are you up here now GG! lol!

ATB

Trek

Hi PP,

Yep still got all mine. Been good news after good news there.

I haven’t sold but will add if it goes lower.

There are quite a few divi heroes out there that have increased ever year for over 20 years and now trading at huge discounts + high yield.

I am a long term buyer . Averaging in and holding that type of stock .

I mentioned INPP it’s a classic example. I average up in that one recently, will add more when I can.

Some I have sliced and bought back cheaper.

Others like MNG and SDLP I have sold completely as was 60% up. Don’t feel right to buy them back yet if at all as difficult to call bottoms.

Have bought back a few LGEN under 240 but think it may go to sub 230 so will pick more up then or sell 250 and look for another trade.

I play each stock on its own — nibble a bit — protect capital —- add yield where it’s a solid track record —- lower averages where I can.

My pf is down 2% since the war but I have more stock and the yield is around the same at 10%.

Gonna sell DEC US later — near doubled my money there. Can use the whole amount to get more yield elsewhere then by taking profits.

It could run on but will be a big dipper in any energy deal!

Hard work but pays for bills and hold!

GL

Trek

TXP popping again - I had 6.5p to 11p then rebound at 8.5p now looking for +15p if well comes on.

Only punt money though!

Trek

If they are indeed selling enough to cover warrants that is indeed excellent news for us!

MDH get the cash and we keep an insti onboard — also to note that this flip has enabled ‘fleet of foot’ PI’s in or to top up as I have done!

Trek

SWC — 28p atm. I did a sub 30p to + 30p nibble earlier.

Could be another chance soon

Trek

Over 25years of divi paying and increasing min of 2% Pa with a 5 years forward view of dividend security and nobody notices! lol!

Trek

I sold some at the open at a small profit. Also benefited from divi to come.

Placed an order to pop them back in and further reduce my average.

Just gotta work this btch and improve further on my now 46.848p average with a few more nibbles!

Much harder here with tax to pay though. On the stamp free shares I have even traded in seconds positive with backwardation!

This is harder but getting there — of course it only pays off if the SP eventually rises — which I think it will.

Saba want to close that nav gap one way or another… either buybacks or asset sale or both. They will get a return!

Buyers now with time can imo ride their coat tails as it’s the same equity — so benefit from their efforts!

Usual caveats

Trek

INPP results….

“….. The predictability of INPP's cash flows, underpinned by a portfolio of essential infrastructure investments with over 98% backed by long-term secure revenues[iii], means we can project the ability to pay dividends for the next 25 years. With a strong pipeline of high-quality opportunities that meet clear risk and returns criteria, INPP remains exceptionally well-positioned to deliver long-term value for our shareholders".”

So over 25 years of +2.5%pa divi increases and due to predictability of income they can forecast dividends 5 years hence!

That why I hold INPP!

Trek

News and ops looking good but SP dire in Oz! Really stupid moving from AIM to ASX. Should have cancelled ASX!

More fool me for holding! Reluctant to buy more.

1m shares, bottom drawer in hope of good results and more important—- Oz buyers!

Trek

My buy showing as a sell here again. Interims were excellent. This is a divi hiking gem!

Usual caveats

Trek

They really are a big player… asked AI — Obviously no mcap as private. But can still see scale….

“ Ritchie Exploration, Inc. is a prominent oil and gas producer in Kansas, ranked #13 in the state by total barrel of oil equivalent (BOE) production as of January 1, 2025, with 24,532,852 BOE produced.

However, based on the available information, Ritchie Exploration, Inc. does not have a publicly available market capitalization. The company is classified as an independent producer and is not publicly traded. As such, it does not report market cap data like larger, publicly listed firms such as ExxonMobil or Chevron.

It operates in multiple states: Colorado, Kansas, Montana, Nebraska, and North Dakota.

It has 374 producing wells and has been active since January 1980.

Estimated daily production: 1,288 barrels of oil and 1,501 MCF of gas.

The company is headquartered in Wichita, Kansas, with 11 employees. ”

This is all about growth and risk sharing. That’s where so many smallcaps mess up. You need to partner with experts. They will help you grow and ya never know may even buy you out at a true market valuation!

They could get to 15 wells in a blink and would be seriously interested in the dewatering tech as it would open up a whole field and some for them. Ritchie could deploy that tech rapidly.

So much more opportunity here than drying out one well!

Usual caveats

Trek

This market is so skittish it doesn’t believe the numbers in front of it!

Don’t blame folk —- often cash and wait and see is a good idea.

Could also be folk thought CNA was a target. They remain an acquirer.

I have a v low average here and missed a trick adding at 285. Even on TA with war news this has only briefly visited 290’s to recover above 300p.

300p forming good support.

Usual caveats

Trek

The numbers and nav here are compelling but the sp hasn’t bottomed. I sold that bounce to +90p and took a small hit.

Will look to get in again below 90p if it goes there.

It just looks more like going down than up in this market or at best flat!

I already have the last divi to come so that helped my decision.

Let’s hope this settles soon

GL

Trek

Fantastic results achieving all milestones as well!

CASH:

o Operating Capital Generation1 (OCG) of £94m, up 19% (FY 2024: £79m)

o Cash Remittances2 of £58m, up 30% (FY 2024: £45m)

CAPITAL:

o Solvency Coverage Ratio of 257%, up 54 percentage points (FY 2024: 203%)

o Own Funds of £859m, up 34% (FY 2024: £643m)

VALUE:

o Adjusted Operating Profit3 (AOP) of £56m, up 42% (FY 2024: £39m)

o Assets under Administration4 (AUA) of £15bn, up 10% (FY 2024: £14bn)

Trek

Well I sold mine at 98p bought em back at 92p …. There’s a bottom here somewhere!

These hard assets will be valued in the sp at some point. There’s no surprise in the results — we’d already had the divi cut explained. We even had director buys.

The narrative now is rates being higher for longer. Not much the bod can do about the macro in this sector. Just when they were getting to grips as well!!

Don’t really want to trade down again. For now will see if we get lifted by some wider news!

GL

Trek