Member Info for TrekMadone

Or you could look at the companies website. It has all the dates set out and tax info.

https://ir.div.energy/dividend-tax-information

If you are interested it would pay for you to look through the latest presentations, company accounts and read at least the last years RNS’s.

You should also look at the broker notes and peer comparisons. Gas futures and macro views.

Even after hours of research you still get to loose money!

So it’s best to spread it around at least across a few choices.

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Trek

Come on Joe the guys there are making a fortune. They need time off to spend it!

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Trek

It’s stating the obvious but the longer the bid is 0.25 the sooner it will allow those that wish to out.

Then imo the sp will gap right up!

It shouldn’t take too long as a lot of the sells will be order driven so the MM’s will just match them up then we will be off!

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Trek

20p soon imo. Seems to be happy above 17p now and the chart is a thing of beauty trading between two ascending tramlines.

Results in January should be the catalyst to establish a new high imo assisted by POG tailwinds.

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Trek

Https://total-market-solutions.com/2023/12/20-mining-companies-for-2024-part-i-a-e/

20 miners + 10 o&G companies listed…

Careful some shouldn’t be on the list imo! Also lots of the usual suspects.

Mind you they have ECOR there which is a solid income play. Doesn’t really belong imo as it’s very investable! lol!

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Trek

It’s getting ‘silly’ now the sp.

Other biotechs that show inclinations of arresting solid tumour growth are doing quite well and rightly so!

Yet for IQAI stunting solid tumour growth is just a spin off of GaM whilst its in a phase 1 of being ‘able’ to treat brain tumours for all ages! Yes including paediatrics! So far safety and efficacy has been outstanding!

Bring on that read out and the JV’s will follow!

Unbelievable!

Imo this will rerate out of the blue!

It’s my top pick for 2024 a genuine moonshot chance!

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Trek

PAF if you want a producer that is deleveraging and has a new mine coming on. It’s in SA reports in USD and the fx has been stable for over a year. Results in Jan should be v good. You then have the option of offloading some into news.

It’s not a ten bag though. At least not for a while!

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Trek

Thinking of buying back in here having sold down from 30p, seems unbelievable now!

I expect the BB will continue in the new year. But really, given all the emails and how sensitive the market is to them not following through on the bb for any day it’s inexcusable!

I mean these folk probably work from home anyway. It’s hardly much effort required but no doubt they will give a load of spiel about how complex it is. Well it isn’t. Then they can moan when AI replaces their jobs!

The danger here is this establishes itself as a high vix trading stock like FRES (that I trade). Then it becomes so difficult to sell the company narrative above underlying drivers like interest rates, weather, gas futures etc.

Not buying shares after a good run just sends the wrong message imo.

They need to fix this basic lever and pull it hard not letting any brakes off!

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Trek

I took a few back off now just in case.

Gave it to today. If it was ready for Tuesday it would have been ready by last week imo.

Expect a delay until March now sugarcoated with a positive spin, perhaps a mine plan then nav creek results.

Just can’t fathom this one out anymore!

I sold he1 at over 2p now look at it! Just bought some of those back but that was a much easier decision.

Will buy back here again later and would prefer to be paying more!

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Trek

Had a nibble. Time to try again having got out by the skin of my teeth recently!

Trek

Hi Evi,

Just stumbled on this old news

I like their pf…

https://www.thisismoney.co.uk/money/investing/article-12681079/AI-flies-flag-Scottish-Mortgage-time-buy.html

Trek

Iii it certainly seems to have been immune to the markets as it’s invested in private equity….

“3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.”

Private equity is notoriously illiquid as Woodford found out! But I guess no one cares if it’s up +80% in a year. That’s better than I am this year. But over 5 years it’s nowhere near mine! Not even close!

If you like infrastructure these may be about to turn. HICL…

https://www.hl.co.uk/shares/shares-search-results/h/hicl-infrastructure-plc-ord-gbp0.0001

They have historically traded at a nav premium. With rates going down that gap should be restored. You get a near 6% divi paid quarterly and its fees are similar to iii. Those are worth a trade as well and you can sell when NAV discount is restored.

There are many others especially in renewables, property and social housing. I have looked at a few but just not for me. Happy with my system.

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Trek

Hi Evi,

I have been watching caml climb. It’s heading back over 200p imo.

I was a holder before.

Excellent copper play and +$50m cash on balance sheet from memory for acquisitions.

Where it is it will benefit big time if there’s peace in Ukraine soon.

+10% yield still.

I like it a lot but have bought elsewhere for now.

Caml and Ecor two quality commo income plays imo.

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Trek

Been watching srb. It looks a good play but typically I went for Paf!

Watch Paf though results in January should be pretty good on the ops front with ramp ups due in year.

I settled with Paf as preferred the ops and divi also geo.

Both got good balance sheets for goldies.

Paf could be worth a buy now and sell on news imo. Esp with POG tail winds.

I will likely hold as there’s much more to come from that one and the nervy bits are behind it!

Holding SHG for now and may even buy more path with it later.

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Trek

Evi,

Dec up over 6% on a UT of 1161!

I sold all mine in tranches over 1100, traded down to an average of 1024.782!

Bought more at the open today in another account at 1124 average for another trade.

It’s been a great trading stock but I am just trying to get a low average to hold for income and would rather it was a buy and forget income stock like PHNX is looking like at last!

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Trek

Arbitrage closing $14.80 = £11.58

I guess there will always be a gap but it’s good that London has caught up with NY. But NY now done a tad to meet London!

Hopefully next week NY volumes will take off and we will soon see this latest fuss dealt with!

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Trek

Shares magazine..

https://www.sharesmagazine.co.uk/article/10-stocks-for-2024-our-best-ideas-for-the-year-ahead

I like Adobe it’s on Nasdaq though. Will do well from AI imo.

BME and REL are on my watchlist both I rate as a buy.

Also SN which a few have tipped. It’s a steady eddy!

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Trek

Proactive, tipsters tips

https://www.proactiveinvestors.co.uk/companies/news/1036933/xmas-stock-picks-for-2024-experts-and-amateurs-share-tips-contest-1036933.html

BGO never heard of that one!

BDEV will do well as said before.

And FUTR…avoid imo!

Others look a cop out! Who picks trusts! Yuck!

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Trek

Fool playing it safe…

PSN can’t loose from current SP imo. I tipped before but there are better housbuilders out there. BWY is the pick imo.

CEY, if gold price plays out they will do well. Ops outlook will deliver.

KNOS I have looked at them several times. Never bought but look promising. Not very liquid though.

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Tre