Member Info for TrekMadone

It’s like 7p to buy then 5p to sell.

But yes a p1 will be more time and money. Then it’s the p2. It’s a long road but what they have in CART-T (although there are others doing it) could be incredible! But imo it’s the CBX platform that’s the dark horse.

The stock is to be traded though as opposed to being held. Or at least trade half. Try and get on a free carry imo.

Looking at the sp chart and the growth in number of shares shows why.

Hence I prefer IQAI but hold both at times. Both v volatile.

Usual caveats

Trek

Cavendish note just out this morning… TP 2750. 193% upside!

Trek

I regularly trade down s-o-h. I got outta pxc pretty well and now am watching to buy back in if I like next news. Great company but bggered it up the last year looking for perfection!

Dec I sold and rebought, I posted here lots. Made loads on way down throwing off cash and now am well back in profit. Opened another position there at 9.10p which is in addition to my 8.60p core holding.

The thing is with trading down you need the liquidity, likes of Dest/iqai or yu don’t always offer that. Then you have ftse100 companies which unless you are really dealing in 10k plus lumps the spread and tax make it so difficult!

So you need quite a few pence to do it. Hence when you get a liz truss moment it’s pretty obvious to dump the lot and average back in! That’s the volatility you need.

Iqai is still game on imo. I am well under there I think I am about 3.9p as have held for a while. But the rest of the pf can carry it so I close my eyes thinking it will play out as the directors have a huge amount invested!

Also all the operational news is positive and they have just landed another grant. The sp machinations are a result of funding the company without raising equity so buying and selling moving stock from one family holding to another.

But remember its gone for what two years on grant funding which is actually the opposite of dilution and even with the CLN’s now flipped there is less than 200m shares and that’s fully diluted! That’s incredible for a clinical stage biotech! Plus you have medical imaging sales and licenses as well!

I got my eyes closed! - if it goes tts up it’ll hurt but if it comes off as I expect with 10p this year and eventually 50p with phase 2 funding or sale then it’ll be well worth it.

Those are the real moonshot opportunities you want. And if just one lands it’ll be incredible! Even a couple hundred quid will seriously multibag!

GL

Usual caveats

Trek

30’s I think S_o_h for Dest, basically it’s another phase 2 albeit paid for.

As always if you can average in and average out rather than 100% in or out. But it will come good imo so if stick switch off! I see 270p there easily just when!

I had 100k Dest that I sold on way up and out. Then bought back higher and lost a little that time around because I was expecting better news. May have a go again later though. It’s on the watchlist!

Awe going strong as is Cabp two I am sniffing. I like balance sheets in this market!

That said YU has pulled back absolute madness that. If it goes below 10 it’s a raving buy. Only prob is it’s not very liquid so you often can’t buy or sell news.

My iqai is having a tough time - I posted there

But I reckon I got bottom of VOD today + added at DEC.

Dec Due a run there with a short squeeze on the divi. May be worth holding as get 7% yield for the quarter then results to follow. Run into results would be time to slice and trading extras imo.

Usual caveats

Trek

Picked..

“ Oops, fat thumbs. And too many furking ADS. Should have said..”

Download Brave from your App Store it’s a browser same as safari but has built in ad blocker. It’s free.

Works a treat I mostly use for LSE or the newspaper sites else they are unviewable!

I have been using it for +3 years now no problems

Trek

Glad we are hedged!….oh for as much as we can produce!

“

Gas Prices Lag

Back in 2022, Europe’s key front-month Dutch Title Transfer Facility (TTF) rocketed to an all-time high of €340 per megawatt-hour while U.S. Henry Hub gas prices hit a 15-year high of $9.24 per MMBtu around the same time European gas peaked as the continent scrambled for new gas supplies after it ditched Russian gas. Unfortunately, booming production coupled with mild weather has badly tanked gas prices, with TFF prices falling to below €30 per megawatt-hour, the lowest level since August 4th, while Henry Hub gas has now sunk to $2.02/MMBtu.

Wall Street is predicting more pain in natural gas and LNG markets in the current year: in its report dubbed ‘Global Gas and LNG: 5 things to look out for in 2024’, Wood Mackenzie has forecast that mild Northern Hemisphere winter coupled with high storage levels in Europe will keep global gas prices subdued in 2024.

“[Wood Mackenzie] has been forecasting lower 2024 prices for much of last year, especially compared to forward curves, amid weak market fundamental expectations. Global LNG supply growth will remain limited at 14 million, but with Asian LNG demand still weak, competition for LNG is unlikely to heat up,” Massimo Di Odoardo, Vice President of Gas Research at Wood Mackenzie, has said.“

https://oilprice.com/Energy/Natural-Gas/LNG-Projects-Poised-for-Bumper-Season-Despite-Washington-Freeze.html

Originally posted by TerryM1 on DEC

Trek

AWE - here’s one for Tecan’s a screaming buy imo. Vols up heading for 1bn + mcap. Imo. Catalyst is ARM’s trading results. These two sleep together. Read about it later!

VOD 63.28 is support it’s held. If it breaks sell if it holds buy. Today - Monday is pivotal imo on the next leg in sp as rates look stuck!

Txp -,about time!

Usual caveats

Trek

Thanks nom,

All a flipping mystery to me. I have ad blockers etc.

I see the one you rec don’t cover .gov or .org url’s

Is there anything that just does the lot should I just invest in a vpn whatever that is!

What is the point of safari and security and updates!

It’s a real worry as one poster here had their ID cloned!

Must go doorbell ringing! Yikes!

Trek

well i suppose i should say something.

about fking time!

just goes to show that data rules over rhetoric! lesson learnt i hope pb!

head down **** up and off we go no at last!

trek

Hi guys you can report issues to the MAR here.

https://www.fca.org.uk/markets/market-abuse/regulation

I have used them several times but don’t hold your breath. Even when I showed the same company, Acacia, deliberately late with TR1’s to conceal selling even after the MAR said they’d ’coached them’ lol they did it twice thereafter and on the last occasion the MAR said they were under no obligation to reply to me!

So that’s your well paid regulator, a waste of taxpayer money!

Have I sold any …. Nope and defo not at this price. I am well underwater now on paper here. But the sp is still within a huge trading range and it’s still a realistic moonshot opportunity this year.

Re the vouchers I don’t know I have read everything. My emails to the company (not recently) had met with somewhat obscure replies. I am leaning to think it’s a deliberately obscure process to give the FDA latitude.

Science aside. At the end of the day TB and family are huge holders here and they are greedy bstards so the chances are any orchestrated sp drop will be met with another orchestrated recovery. So we should be ok.

Meanwhile the clock ticks down on the phase one and phase 2 is being prepared in advance. That’s the biggy here imo.

IB I think will be sold as it’s one of those funny things where it is worth a lot more to someone else than us.

Time will tell. GL.

Usual caveats

Trek

An informative read in guardian….

https://www.theguardian.com/technology/2024/feb/07/ransomware-gangs-staged-comeback-last-year-says-crypto-research-firm?utm_term=65c487e46e5dff1d492b3d1447429143&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Just so worrying how one’s data is exposed and I don’t see it getting any better. Legislation is pretty much irrelevant as are the comparable resources committed to containing this let alone defeating it.

The onus comes back to the data holder to raise their game, some do some are complacent but even those that are on the ball they still get caught out.

As I said before with AI and eventually quantum computing it could actually go back to cash under the mattress or a loft full of gold coins for tro’s he1 shares!

Usual caveats

Trek

I go along with IG - 2.4 resistance

https://www.ig.com/uk/news-and-trade-ideas/_is-the-helium-one-over-600--share-price-surge-sustainable--240207

Trek

As expected, this drop is different and looks short lived. Now above 2p

Usual caveats

Trek

Hi Blue,

I did the same sold half all over 2.6. Felt like it was going below 2. Didn’t expect the placing so soon though. Fair play to LB.

I added to DEC yesterday with some of the HE1’s for the divi!

I try and tip profits from trading stocks into income stocks but I have a little left for around 100k he1 to add back into my core holding there.

I am not sure it will go below the placing price this time. It’s only around 7% dilution which given all the previous flipping and the now excellent news most of those shares may end up being held.

The market expects it to go back above 2p soon so anything below 2p could be a bargain. You can get 1.9 atm.

Usual caveats

Trek

Too True HH,

But wouldn’t be backing a ‘Tory or Labour narrative’ for the most part I have ended up despising them all! lol!

Trek

Wow sirmark,

‘ Increased another 328k..’

That’s some holding +650k shares. You’ll be a TXP millionaire soon if not already!

Trek

From BBC….

Millions of barrels of fuel made from Russian oil are still being imported to the UK despite sanctions imposed over the war in Ukraine, research claims.

A so-called "loophole" means Russian crude is refined in countries such as India and the products sold to the UK.

This is not illegal and does not breach the UK's Russian oil ban, but critics say it undermines sanctions aimed at restricting Russia's war funds.

The UK government denied there had been any imports of Russian oil since 2022.

But a spokesman said internationally recognised "rules of origin" define that crude, once refined in another country, is classed for the purposes of trade as originating from the refining country.

——

Let’s stop producing our own HC’s esp gas which is a greener transition fuel, get rid of all those jobs and tax revs and add to our balance of payments woes and send the money through the loop back to Putin.

There’s a plan!

https://www.bbc.co.uk/news/business-68018660

Pretty much sums up the ethical standards of our society!

Trek

Premium placing at 5p - prospectus to follow + another investor to follow. Sp 3.75

Looks very interesting as follows US funding, not sure if that is complete though.

It’s just when they say specialist African investor and it’s in Uganda and China are also active there as are flipping Russia you never know if someone is gonna ring fence your assets or skim so much that there will be sod all left!.

It’s not like the other wannabe African democracies. But nonetheless if that’s your risk appetite and these things often need western money to progress across other social economic fronts then BRES is looking very attractive esp as it sold down in advance of the funding from 5p to 3,75p on hush hush market sensitive nda deals!

Usual caveats

Trek

China shores up stocks

In China, moves from authorities to shore up battered Chinese stocks seemed to have put a floor under its markets, at least for now.

The country's state fund Central Huijin Investment said on Tuesday it has expanded its scope of investment in exchange-traded funds (ETFs), according to a statement on its website.

The so-called "national team" of Chinese state-backed investors poured $17 billion into index-tracking funds last month and were piling in on Friday and Monday as markets fell, analysts said, although investors doubt that will offer sustained support.

Also on Tuesday, China's securities regulator said it will guide institutional investors to raise stock investments and encouraged listed companies to increase share buybacks.

China's blue-chip index rose more than 1.5% on Tuesday, while the Shanghai Composite Index rose nearly 1%, rebounding from Monday's five-year low…..

———-

Well that’s that sorted then! Print money buy stocks, prop up corrupt banks and pay off debts. Sound familiar! lol!

Of course China holds lots of USD but they won’t sell that because it’s their first strike in the event of conflict. Flood the market with dollars and crash the Us economy. Well that’s the theory!

Usual caveats

Trek

Wtf….rates on hold as US consumer is sooo strong and jobs were a beat, economy is doing well so fed don’t need to cut.

Absolutely makes total sense else they could overheat economy and fuel inflation so best stay put.

Meanwhile in shty London Phnx having delivered record profits, cash, reduced churn and delivered guidance 2 years early in that same said high interest rate environment, its shares go through 500p support and could go back to 463!

Do I sell some and buy em back again cheaper, it’s flipping hard work with the stamp duty as you have to get 0.5% + spread before you make any money! So if I sell now it need to go to 493 really and then I’d be averaging up so I need lower. But then it could bounce and I’d be left out and not long now to divi.

I think on balance any pullback this time should be shallow. It’s not a liz truss opportunity so I will stick this time and close my eyes!

If I had cash I’d be buying more though!

Bonkers value here!

Usual caveats

Trek