Member Info for TrekMadone

P2R,

That interview with BBC would be by invitation - wonder how many CEO’s they asked. Yep they didn’t get the chairman of Linde or likes of Exxon. Wonder why eh? Think about it.

Still MDH has Heluim in their name so the media get a an equivalent of a YouTube Helium influencer! Lol!

Still nevermind eh!

I’m in and you’re not!

Trek

£1

lol!

No divi not declared yet. It’s likely that they are timing the divi with disposal news.

It could be that they need a disposal to announce the divi because the board decided to treat Tax Equity Bridge Loans (TEBLs) in their US Onyx portfolio as formal debt. So they crossed the 65% threshold. A shot in the foot! So ‘need’ or wish to get below 65% to announce the divi. Hence tying the two together.

There was a big UT yesterday which is why price probably dropped. Possibly a sell being worked.

But to balance this Saba and Jeffries are both holders as they v likely see deep value in the huge nav discount.

Usual caveats

Trek

Nick Hewson buys more…

https://www.londonstockexchange.com/news-article/SUPR/director-pdmr-shareholding/17501305

Trek

Add this RNS today not published here…

https://www.londonstockexchange.com/news-article/AEO/new-brand-activation-in-austin-texas/17501323

Great news - us market footprint expanding!

Trek

Ages across continents- this demographic is one of the reasons I bought SEPL. Plus east and west want to be Nigeria’s friend.

https://www.visualcapitalist.com/mapped-median-age-by-region-in-2026/?mc_cid=1b3eb5454b&mc_eid=5222e6014c

Trek

Good timing, I have some powder dry and will continue to add ahead of the LSE main market prospectus due later this year.

Immediate Timeline & Technical Events from AI….

TSX Delisting Confirmation: The voluntary delisting from the TSX Venture Exchange is officially scheduled to take effect at the close of trading on 19 March 2026.

CDS Eligibility: Amaroq will maintain CDS eligibility until 30 April 2026 to allow Canadian shareholders sufficient time to transition their holdings to CREST depositary interests for trading in London.

2025 Full Year Results: The company is scheduled to announce its audited full-year results on 26 March 2026.

Operational News & "State Funding" Indicators

2026 Production Guidance: On 25 February, Amaroq set its 2026 gold production target at 25,000–35,000 ounces.

Output will be back-end weighted due to the Phase 2 flotation circuit start-up in Q2 2026, which is expected to boost gold recovery from ~60% to 90–95%.

US Government Talks: In January 2026, CEO Eldur Olafsson confirmed discussions with US government bodies regarding potential investments, including offtake agreements, infrastructure support, and credit lines.

Black Angel Critical Minerals: Recent re-assays at the Black Angel mine confirmed high-grade zinc and lead, alongside strategic minerals like germanium, gallium, and cadmium.

The company plans to update technical feasibility studies in 2026 targeting a Phase 1 mining operation at Black Angel in 2028.

Analyst Outlook

Price Targets: Following the 2026 guidance, Cavendish Research initiated coverage with a price target of 204p, while Panmure Liberium maintains a "Buy" with a revised target of 155p.

Trek

Who’s buying oil reserves - from international intrigue - lol!

“What about China?

It’s not a full IEA member, though has been secretly amassing its own vast reserves for years, and is seemingly the one buyer still getting Hormuz oil thanks to its regime friends.

And sure, world oil markets clearly benefit from the second-largest economy not running out of oil, but China’s broader record is mixed: after Putin invaded Ukraine, China agreed to join the US in tapping its own reserves — but not only did that not happen, China actually ended up boosting its own reserves, and even bought a million barrels from the US release! The US ended up banning SPR sales to China as a result.

Most definitely possible.

Look at our tiny mcap… 150m shares 6m mcap. That’s assumes a sp of 3.5-4p

It’s not even factored in one well let alone our acreage and low cost expansion.

Whilst it’s very unlikely we have the same number of shares £1 is only a £150m mcap.

Now compare us to other Helium producers and factor in MDH with 4 wells at 5% Helium trucked plus what we have pipped into Jayhawk.

Helium was already exchanging for $1000-1300 Mcf for security of supply from Linde before the ME situation. So price is going one way!

You start to see that a £150m market cap is not pie in the sky. As the sp goes up the dilution to raise say £2m for a well need less shares.

Imo we could still get a £150 mcap by doubling our share count. Once we have solid revenues this will sell on an off the scale pe as each well is cheap and disproportionately accretive. 15 to 20 wells… wow!

It’s all if and buts. But £1 is realistic. I saw this at ARB and called £1 when they were 4.5p. It’s very similar mechanics here.

Hex will reach £1 I called it at 10p, and so will MDH. That’s my call — if all goes to plan! Three in a row!

Usual caveats

Trek

£1

Fanatic interview… ‘gaseous’ without getting tongue tied - well one Nick!

Multiple wells on this field mostly funded from revenues…. That will be hugely accretive!

Usual caveats,

Trek

£1

RNS today,

https://www.londonstockexchange.com/news-article/NESF/update-from-quoteddata/17500529

“ As NESF needs cash, reducing the dividend is seen as the best option. The board and advisers believe this approach, which conserves cash, can deliver the targeted 9%-11% total returns.”

Says it all!

Trek

Hi Portfolio,

I have traded LND in the past. As usual it was an over promise stock. They got fantastic assets but not the wherewithal to monetise it!

I would have to start afresh if I was going to buy again but it does sit on the watchlist.

I think LEX is a good proposition - millions, yep millions of JORC ounces and in bed with harmony gold. It’s just a slow burn though but Cressy (I think it is - a well known Goldie), is in there with a huge position at 6p.

I have 100k shares in the bottom drawer at around 3.7p. It’ll pay off one day Rodders!

Or my other minnow is ARV but that’s listed on ASX only now. But again a very promising tuck away. Land and high grade next to GGP.

ATB

Usual caveats

Trek

Bought back some earlier sells today at 98p on the nose. Last one was 7k shares. Gets my average closer to 99p now.

Trek

Hi asimpleinvestor,

Yes the next divi is available but it’s a risk that much more comes off the SP afterwards and stays off!

I averaged up a bit on my LGEN and TRIG today + small amount of SWC as a trade only.

Have cash to add here if it reaches my price but I don’t like this review at this SP so sold.

You are spot on re earning as a pensioner but I think I am unemployable now!

I do my fair share of charity work which I love but have been very fortunate with the markets and trading so no need to work since 51. This is my primary income.

GL to you.

Trek

Have I missed the q3 divi announcement- should be xd this or next Thursday?

Trek

Why are people selling?

Seriously most dont like the review as we are here for high yield. Something half way would have been better. There are better higher yield renewables out there. I may buy some more SEIT - same divi profile as here. Or some others.

But there is also now an opportunity to buy back some or all my shares here now for less. Can even have same number of shares plus cash!

I have two primary rules for investing…

Rule 1 preserve capital.

Rule 2 see rule 1!

As a pensioner I can’t earn anymore money. Have to make it here. So if selling and buying back cheaper works or exiting altogether that’s what I have to do!.

It’ll find a floor soon.

GL

Trek

Had to split trade to sell. Took ages to get quote. At one point it was 45p to buy but no sell quote on ii.

Sold 2 x 25k. Got 47.5 and 47.03 ish.

My average was 49p but am ahead with the divi’s from here.

Will look to buy back later but only as a trade!

This cut is far too brutal imo = balance sheet and debt wasnt all Ross was claiming. No wonder he wasn’t a buyer!!

Shocking!

FGEN, UKW, SEQI and TRIG imo all much stronger. Can buy the dips there for now.

Usual caveats

Trek

And the context of psalm 144 is about not focusing on materialism but trusting in The Lord to live in peace free from invading armies (The Philistines)… so that one’s children (lineage) may prosper.

Just another example of people using scripture to justify one’s own actions. It’s the same as Jihadist. All bigots!

The media and the US have not done well in explaining their reasons for the war - if it can indeed be justified.

They should explain that there is no other use for 60-80% enriched uranium stockpiled at scale other than to produce nuclear weapons or dirty bombs.

It’s hard world getting enrichment past 2% but the further on it goes the easier it gets and enriching from 60 to 90% is a walk in the park by comparison to the earlier steps.

This is why the Regime has refused the International Atomic Energy Agency (IAEA) and regulators in as they generally consider uranium above 20% enrichment to be “highly enriched uranium” (HEU) only useful for weaponisation.

A small amount may be required for medical radioactive isotopes but rare. It’s essentially for weapons. Period.

That is the message Hegseth should have been pushing and forcing compliance with rather than using it as another avenue to cut off China’s energy having switched off oil from Venezuela!

Anyways that aside I took a punt on SWC at 30p. Nope not a fan. It’s a trade. One off Tro’s bottoms - aiming for +10%. Let’s see!

Usual caveats

Trek

I noticed that - was waiting for sub 30p but managed to get in at 30p on the nose.

Just a small punt on a +10% recovery - so as a trade only on the TA.

GL

Trek

I thinks it’s mostly spread. But matters not. This is a real moonshot.

Significant multiples of this price or pretty much write it all off. But the downside risk has been limited by the drill it and the location!

Usual caveats

Trek

Look at STAK.PL 2p to 18p in a month … backed by Kawsi and Farage…. And folk are still buying! BTC play!

Up 44% today down lots tomorrow I reckon!

I am tempted by SWC though. It’s not moved since BTC bounced off 67!

Usual caveats

Trek