Member Info for TrekMadone

Arrested for…

“ due to lack of cooperation with law enforcement and suspected complicity in drug trafficking, pedo criminal offenses, and fraud, according to TF1.”

Just lie Facebook and X, purveyors of paedophilia , misogyny, terrorism, self harm, fake news and racism. Oh sorry it’s all in the name of free speech! Well that isn’t freedom.

I hope a precedent is set and more are locked up for their blatant disregard of the law!

Trek

hope you are right st. longer it goes on more i figure the said divi increase delay until they fill the maintenance void! well actually i don’t see any increase in divi for a while even after the divestment.

august is holiday season and that’s about as simple an account i can give for the news hiatus!

end of september it’s all back to work and like you say october should bring news.

if it doesn’t happen in october it’s gonna just drag on probably because folk are getting paid to say no!

jam tomorrow, **** show today!

it’s been an appalling journey!

trek

Well DT is not top of the pops!

I love Black Sabbath and others on the list!

Why don’t they sue ?

https://news.sky.com/story/foo-fighters-respond-after-donald-trump-uses-bands-song-at-rally-13202655

Trek

Suspected Russian drones been flying over German critical infrastructure.

https://www.msn.com/en-gb/news/world/multiple-drones-noticed-over-nuclear-power-plant-in-germany-russia-suspected/ar-AA1pg8G3?ocid=msedgntp&pc=U531&cvid=2820594e32294d07a9a38879a34e9312&ei=12

It’s amazing that all the so called technology and we can’t do anything about it!

It is defo the the age of the drone!

Trek

Hi mick,

Spread on VOY is insane but so is mcap at 2m with 6 wells and a helium producer with He piped direct into Scout processing plant! Metered at the wellhead!

Next well already flowed will be 5.1% he. Will be processed on site using their own gear and trucked in their own cylinder trucks 90 min drive to choice of 2 customers!

I managed to place limit buys and am 25% down. SP hasn’t moved! So you can get better price.

Like tro says once buyers arrive spread will reduce.

If not at 2m mcap imo it’ll be munched up. Even for 20 or 50m would seem cheap compared to peers! That’s a 10 bagger mcap wise just for 20m! lol!

This is the thing. It won’t take much to move it to 5m so then 20m is only a 4 bagger.

With this sort of play it’s best to get in early and forget about it. News will come in its own time. They only just raised cash so may be the customary flipping.

All ifs and buts and high risk as little liquidity. So if you buy you really gotta stick it out.

So just ‘punt money’ that you can forget about.

Usual caveats

Trek

Well done. I think it very likely this will go to a min 20m mcap, 50m is still silly cheap for 6 wells, a producer and route to market. Unbelievable value here!

The spread will vanish when this rerates!

Just need to complete RTO and preferably move to AIM.

If they don’t this imo will be bought. It’s 2m mcap ffs!

Usual caveats

Trek

Don’t get the UT at 172 today. Not been anywhere near that!

Can’t help but notice the drift down here. Must say getting fed up with the wait! Feels like NNPC are eking out whatever they can and just refusing to sign. SEPL are playing with a straight bat and I expect everyone wants a bung!

Good move your slice ST.

I sold 10k a while back. Now wishing I sold more as missing opportunities elsewhere!

Usual caveats

Trek

Agree re AIM.

The RTO isn’t complete yet. They have to get readmitted to AQSE….

The fundrasing is out the way. Just need to complete the admission doc. I think if they are going through all that just as well do it straight on AIM.>………from RNS

“ The proceeds of the Fundraise will be utilised to:

· fund the development of M3 Helium's operations;

· M3 Helium expects to drill the first of several further wells at Hugoton North Play;

· costs for the preparation of an Admission Document in connection with the proposed re-admission to trading on AQSE Growth Market; and

· general working capital purposes for the Company.

Following completion of the Acquisition, the Directors expect to realise some cost synergies in areas such as finance, administration and marketing, but the primary benefit of the Acquisition is anticipated by the Directors to be through the development of M3 Helium's assets in Kansas and, specifically, increasing production and therefore revenue.

The consideration for the Acquisition is approximately £1.7 million, at the Issue Price, comprising 57,611,552 new Ordinary Shares. Coupled with the Fundraise, the Directors consider that the overall terms of this transaction compare favourably to the valuation of other helium assets, both on UK stock exchanges and elsewhere.

The Directors intend to dispose of Voyager's existing plant-based health and wellness operations following the reverse takeover.”

Usual caveats

Trek

2m to 50m on IPO would be very reasonable and no way overpriced for a producer.

They have good pressure and high concentration on this well and are hooking up more.

What some folk dont appreciate with Helium production is if wells are like for like. You need lots of them as most resource extends out for decades.

This is the advantage HEX and VOY have. In the US you can add wells cheaply and quickly! Not so easy in TZ.

Then of course comes grade and pressure. But even if you have one excellent well you can net it out with several cheap ones.

The market will figure that out later.

VOY are looking at adding a horizontal well. That would be a game changer as it will increase extraction volumes significantly.

Plus in Kansas the wells are hooked up to the Scout network. Scout do the processing and need the gas as their facility is only being utilised 50%! They produce something like +5% of the world helium in one site.!

That’s more than all Australia which accounts for only 2% albeit growing.

Scout meter the helium at the well head and the VOY bank account literally credited each month!!

I got HE1 right twice, HEX right, MSMN right and avoided GEX for now!

Not a bad track record on Helium!

Now I am backing VOY to do well albeit ‘only’ 100k shares as opposed to a massive punt for me on HEX!

High risk but I think it’s worth tucking a few VOY away just to see if the IPO comes off.

Usual caveats

Trek

Didn’t realise they’d appraised Ross well tro. Flowing at 5.1% helium!

That is significant! £2m mcap, and they are just about to turn a profit!

Folk understandably put off by spread. I bought as I think 10m is cheap so spread is irrelevant atm.

I emailed Nick and asked him if he plans to list on AIM as liquidity on AQSE is shocking! If he does sp will go nuts!

If not imo they will seriously be bought out just for their reserves and production and it will be more than 2m ffs!

Usual caveats

Trek

From Ross well 5.1% Helium!

Gonna truck it 90 mins. We have our own cylinders.

https://www.youtube.com/watch?v=RDrrh6dWgxw

Posted by tro on Tecan.

Trek

Fed Chair Jerome Powell laid the groundwork Friday for interest rate cuts ahead, though he declined to provide exact indications on timing or extent.

“The time has come for policy to adjust,” the central bank leader said in his much-awaited keynote address at the Fed’s annual retreat in Jackson Hole, Wyoming.

In addition to assessing the current state of play, Powell took considerable time in the speech to evaluate what led to the surge in inflation.‘

High yield insurers SP’s lifted! Phnx had a little blip one Jerome spoke. Deep value there imo esp as rates come down. It’ll be a bond proxy!

Imo could do with more detail but market likes that Fed have listened to the last market tantrum!

PS Road on move. I sold at 14p doh. Would buy if I had cash free!

Usual caveats

Trek

Looks like Jerome has just boosted the SP for us…. From cnbc

“ Fed Chair Jerome Powell laid the groundwork Friday for interest rate cuts ahead, though he declined to provide exact indications on timing or extent.

“The time has come for policy to adjust,” the central bank leader said in his much-awaited keynote address at the Fed’s annual retreat in Jackson Hole, Wyoming.

In addition to assessing the current state of play, Powell took considerable time in the speech to evaluate what led to the surge in inflation.”

Rates are gonna come down shinning the spotlight on deep value here. You’ll need to factor that into your decisions.

Personally I think the last divi was the trading opportunity.

I think we could have a run now up to end of year over 600p. I am now sticking as long as geopolitics behave!

Usual caveats

Trek

Hi Bilbo,

What I do and may be worth considering with some XD stocks is to sell some at the opening bell if the price is higher excl divi. Then buy them back as the price tends to drop over the day(s).

I did that here last time. I sold on the xd and bought back later. Got my 26p and paid much less for the same number of shares which gave me more cash.

I sliced a few LGEN on xd and they dropped below my buy price. At the time I looked at PHNX and MN as peers and they were both up 1%. So one had to allow for the divi less 1% as that would likely have been the days rise anyway.

I didn’t buy LGEN back though as moved funds elsewhere but I was happy to slice some after the recent run.

As with all things though it usually comes down to luck!

I see we have gone through 560 here. I would be surprised if it holds above as that’s a strong resistance which traders would be targeting. May take a couple of goes to get through.

Be great if it does blast through ahead of divi though!

Usual caveats

Trek

Hi Legal,

“I guess folk are thinking they might as well wait for results now given how close they are?”

Well the contrarian amongst us are still 100% in! Plus those that know a little about the geo and understand the CoS odds across 7 horizons with an amazing fallback with Rudyard proven!!

And those that get a read across from nearby analogous producing wells and think wow what a rare opportunity HEX is!

And of course those that have researched the Bod and Bo in particular!

But perhaps most importantly, those ‘long in the tooth’ who really understand the financials and can reverse that into trading opportunities!

Yep we’re sticking around! All in actually!

But it’s got absolutely nothing to do with ‘might as well as the results are close now’.

Nope this is an extremely well calculated risk reward investment that demands a big number imo!

So much so that I and many others have sat through the market and trading ‘noise’ recognising that it’s just part of the journey with a likely huge prize ahead!

Oh and just a point for the BB. Helium is deemed commercial at 0.3% unless you have a really shty set up with lots of overheads, need loads of cash, more placings or don’t have near market access etc, etc!

I track all the listed helium companies as part of my research and the only UK listed helium producer says 0.3%. Is commercial!

They are also in US with excellent infrastructure like HEX but nowhere near HEX’s concentrations. YET!

They now make an overall profit on +0.3%. But they have more to come with a 5.4% well due soon.

But the point is their 0.3% reads across to HEX who could also exist ‘like for like’ on the same concentrations. But our geo is better and the grade should be way higher!

Usual caveats

Trek

I think there’s gonna be a massive drop there soon. +2 was the overshoot.

Traders know what’s coming they would be slicing into liquidity.

Once it drops it’ll be brutal if no sell liquidity. The irony is it’s good news like the EWT that can be the trigger sells as punters know what’s next.

Gotta anticipate and sell ahead of news not wait for it as (some) folk are getting streetwise!

1.7 is on cards imo and even sub 1.5 for next placing. Wouldn’t rule anything out. A raise at 1.5 would be a great result but I expect the market will want even more!

Usual caveats

Trek

Yep well played Bod.

Now I wouldn’t be surprised to see a big bounce end of today or tomorrow. It’s a trading drop so could see a trading bounce.

BB kicks in, some shorts close out, dovish Fed narrative tomorrow.

Just a few shorts cutting and running could see a swift change.

And of course I could be wrong as it’s all my conjecture. But that’s what makes a market.

But like you say we have the divi while it plays out!

Usual caveats

Trek

There’s only one person bitter here GG.

Not made any money yet eh. Even when I offered you some quality tips all you can do is retort with vitriol.

Jealousy eating you up. I actually feel sorry for you.

Reminds me of that Gollum character.

Bless you.

Try and catch the bottom mate and trade yourself out rather than just sitting and moaning. Do something about it!

I am under on my recent buys but I am not all in and have a plan to stay in touch. Xd soon as well!

GL

Trek

Trade was at 12:07:40. It’s not printed on LSE yet

Trek

Short attack by looks.

Added 525 shares at 965.56. Will print in a bit.

Sliced some LGEN after a cracking run up and bagged the divi.

Got some powder dry to add when the street opens.

Jackson hole Friday and hopefully cable turns a bit back in favour of GBP once there is a little more clarity around rate trajectory

Usual caveats

Trek