Member Info for TrekMadone

Jungmana,

Do not underestimate US secuof supply for chip makers.

The DOE and FORD entered into an agreement to bring Thacker Lithium mine into production to secure lithium in the US away from China. That paradigm is now highly likely to be replicated for Helium.

DOE + NVDA + HEX is not impossible. Well it’s actually very likely given scarcity of supply.

You may even soon see Taiwanese chip makers taking a position in the US through subsidiaries. It all points to domestic need for Helium.

That could be a massive game changer if HEX find commercial the rest could come from offtake agreements and grants with little carbon transportation footprint.

It really is worth ticking a few of these away at under 20p. It shouldn’t take too long to play out and there is likely an opportunity to sell half on a double along the way.

Usual caveats

Trek

I bought today. Posted this on Tecan.

“ HEX you can now buy on ii . I bought some today. Not too many to loose sleep over but enough to enjoy a ride.

Why? Well it’s funded for starters + they have a great team and will be drilling soon in a helium province with guys that have produced helium in the past from similar geo.

But the underlying theme is security of supply in the US by the US for US chips.

The US and Ford invested heavily in lithium. See in RNS below. It’s a new model that I think will be replicated across other precious resources. They also invested in supply of graphite in frigging Uganda!

So investing in Helium in US in Montana a prolific basin is a no brainer. But that’s MY speculation. If Helix get a result the US money will follow + chip makers to secure supply…

https://www.lse.co.uk/rns/TRR/thacker-pass-23bn-loan-commitment-from-doe-iy3hztpjvd0xyoe.html

I also added at TRR today. Seller is providing liquidity. I now have max there hence my read across to HEX.”

Usual caveats

Trek

£5! lol!

Those prints as sells today are buys. One of them is mine. All at same price.

Gonna go in big here. Seller is the reason why there is an opportunity.

Gold narrative aside. Click on the director deals tab top of this page. See all the sells!…..lol!

A consistent history of buying on OPEN market. Not your usual lifestyle execs!

Real deal here I’m telling ya.

Next results have 2k POG baked in. So gold has to go below 2k to fk their guidance up. Don’t see that personally. So guidance will go up.

Lithium in US will take care of itself and the Bacanora legit is in the price already. Been kicking about for an age now and either way we can get our money back plus it’s all part of the risk management profile. Not a big %.

Once that seller clears this will fly imo. But some folk like to wait. I get that. Then you have to take a chance on liquidity.

Usual caveats

Trek

Tro,

I am with you on both. Zim is what puts me off. Yes the lecky is correct.

Likewise I see 1500 but whether one can get out at that no idea!

Cheers.

He1… still waiting for the placing. All these team additions cost money. I actually think HEX from their mcap and funding perspective offers more upside so I may add there if it goes below 10p but I think it will be chased once buyers realise the comparisons and that they van now buy.

Where do you get the info first. Tecan’s lol!

Usual caveats

Trek

HEX you can now buy on ii . I bought some today. Not too many to loose sleep over but enough to enjoy a ride.

Why? Well it’s funded for starters + they have a great team and will be drilling soon in a helium province with guys that have produced helium in the past from similar geo.

But the underlying theme is security of supply in the US by the US for US chips.

The US and Ford invested heavily in lithium. See in RNS below. It’s a new model that I think will be replicated across other precious resources. They also invested in supply of graphite in frigging Uganda!

So investing in Helium in US in Montana a prolific basin is a no brainer. But that’s MY speculation. If Helix get a result the US money will follow + chip makers to secure supply…

https://www.lse.co.uk/rns/TRR/thacker-pass-23bn-loan-commitment-from-doe-iy3hztpjvd0xyoe.html

I also added at TRR today. Seller is providing liquidity. I now have max there hence my read across to HEX.

Usual caveats

Trek

I like the Cmcl RNS today Tro, sp been hammered following blanket mine delays but all now looking good.

Well under radar that one. Blackrock been fking about there trying to get their average down with so many flipping trades and hedges half the time IG looks like to themselves!.

The stock isn’t liquid. You may be able to buy but can seldom sell and the spread is a nightmare.

What do you think?

I note Bres got another mill from US. It’ll do well but it’s in bandit country, Uganda. Also China may undermine it lol to grab the asset. I am staying away but there are trades to be had for the brave.

Txp had a good update today. No idea how market will react though.

Do I buy HEX or is that a hex? Mmm

Usual caveats

Trek

Be nice if they quit Russia and called out terrorism for what it is!

Trek

Casca 3ST1 Is a whopper. Note they have encountered high pressures and had to sidetrack. That’s all pretty positive ops procedures. As I read it testing will be done as production testing straight into the new infrastructure. So this really is production wells as opposed to discovery contrary to the sp!. So the data they have and the well management is sound.

The perf on Casca 1 and Casca deep have had ‘limited success’. I guess that means only a slightly positive step. Not sure what impact that has going forward so welcome for comments.

The legacy Co 374 & 375 wells - now that is an unexpected surprise (700ft!) as is the identification of additional pay across the C fault at Casca 3ST1. So I read that as there should be additional pay to the 900ft. That’s to come.

Casca looks a huge deposit. It will be good if they can optimise production from Casca 1 before the others come on.

In the meantime POO is well up and we have fixed gas contract with no upper volume limit.

The sp should tick up considerably towards new year. Loads of production to come on line!

Usual caveats

Trek

I don’t see how a disclosure of trades from August are in accordance with MAR. Is it not supposed to be within two working day for DTR.

“ The notification for crossing is….. DTR 5.8… 

“ The notification to the issuer shall be effected as soon as possible, but not later than four trading days in the case of a non-UKissuer and two trading days in all other cases, after the date on which the relevant person:”



https://www.handbook.fca.org.uk/handbook/DTR/5/8.html 


Well I guess at least she was buying behind hubbies back as opposed to selling! I also note she was prepared to pay 2.9p and 6p so had no concerns that a 100% rise made it too expensive.

Wonder if she is still buying! lol!

Anyway it all seems very strange that it comes out so late after the event.

Usual caveats

Trek

Sector due a rerate or is it happening?

“ According to Business Insider, gold miners experienced their best performance in a year in March 2024. During that month, the gold mining sector outperformed all other U.S. industries, surpassing even the performance of semiconductor stocks.

Still, physical gold has outperformed shares of gold-mining companies over the past three years by one of the largest margins in decades.”

https://elements.visualcapitalist.com/gold-price-vs-gold-mining-stocks/?utm_source=VC+Elements&utm_campaign=e67df38863-VCE_Email_APRIL_09_2024&utm_medium=email&utm_term=0_f3fdb4328c-e67df38863-47046010

Trek

Sector due a rerate or is it happening?

“ According to Business Insider, gold miners experienced their best performance in a year in March 2024. During that month, the gold mining sector outperformed all other U.S. industries, surpassing even the performance of semiconductor stocks.

Still, physical gold has outperformed shares of gold-mining companies over the past three years by one of the largest margins in decades.”

https://elements.visualcapitalist.com/gold-price-vs-gold-mining-stocks/?utm_source=VC+Elements&utm_campaign=e67df38863-VCE_Email_APRIL_09_2024&utm_medium=email&utm_term=0_f3fdb4328c-e67df38863-47046010

Trek

Still a 100k seller and they are dumping back to back 10k’s. Possibly Amati as they were the last reduce TR1.

No reason to be put off by this. TRR is lagging peers and the gold rally. Seller is giving buyers liquidity imo.

Have topped up again from sells elsewhere.

Usual caveats

Trek

Hi hairdavey,

You are doing it smart reinvesting the divi’s mate. Compounding from 5:13 at an escalating divi will give you a significant pot.

I have one third of my pension paid by Phnx. So a lot of shares. I dont reinvest divi as I retired at 51, self funded, enabled by some lucky trades! All in an ISA! So I need the income and there’s none better than Phnx imo.

It’s not for everyone as I have to manage my own pf dynamically and that takes time. Having made money on ‘hot stocks’ the majority of which are way down now I tipped the profits into income. I only step outside of income now for rare opportunities and even then with less risk than I used to.

Hence TRR had to be convincing. I posted an expo on Tecan. They will pay a divi in a year or so. If you are young it’s a good small cap addition to your pf. I look at loads of stocks and now only buy perhaps 1 in 20 and keep even less. I usually turn down trading unless I am 95% sure as I have to protect my capitol.

Rule one of investing is protect your capitol!

Rule two, see rule one!

Especially as I can’t earn money now.

Anyways doing ok and at 59 now and it beats working!

Trek

I sold some yesterday. Only because I found TRR and needed some funds to build a position there. Still got majority in here though.

I will be riding the divi here. With an average just below 500p after adding on the last dip I figure I can ride the drop. It also goes xd again in sept so black swans aside the sp should return to +550 of its own accord. Phnx then usually has a good Christmas run.

My divi is significant enough to fill that gap. If I try trading at this level I may get it wrong. I would only sell some to buy MNG, which I sold after the divi, if mng does a silly drop to 170’s so the yield nets out in favour to mng. Else I will hold.

Remember Phnx is 50/50 divi mng is 2/3 1/3.

Usual caveats

Trek

Well let’s hope they are catching the cycle at the right time with rates coming down.

https://www.proactiveinvestors.com/companies/news/1044748/uk-focused-pension-superfund-proposed-by-standard-life-owner-report-1044748.html

Trek

And Minchin doesn’t do dilution

https://www.share-talk.com/helix-exploration-is-ready-for-its-london-listing-following-an-offer-that-was-significantly-oversubscribed/

lol!

Trek

Minchin’s latest adventure. Think he got the dilution message!

https://www.share-talk.com/helix-exploration-is-ready-for-its-london-listing-following-an-offer-that-was-significantly-oversubscribed/

Trek

Goes live today - could be top of the leaders board if those that dipped out on the IPO want in.

Am I offered 14p?

Usual caveats

Trek

Russia lining up HC’s from Kazakhstan….. oh no there not!

https://www.reuters.com/business/energy/nigerias-nnpc-faces-3-billion-backlog-petrol-payments-sources-say-2024-04-08/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=040824&user_email=b2e8c97ccc6ddb76107c5b8c6d401963987d41317d2787d216d506bcf903729b

Trek

Reuters exclusive via power up email. Worth signing up for its free.

https://www.reuters.com/business/energy/nigerias-nnpc-faces-3-billion-backlog-petrol-payments-sources-say-2024-04-08/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=040824&user_email=b2e8c97ccc6ddb76107c5b8c6d401963987d41317d2787d216d506bcf903729b

Trek