Member Info for TrekMadone

Christmas trading times…

https://www.londonstockexchange.com/equities-trading/business-days

Trek

Look at last buy from BB 1275p for 2026 shares.

It could be fat fingers. Its happened before as that would be some turnaround!

Usual caveats

Trek

Hi poorinvestor,

I am not invested here atm.

Previously been in and out, done well.

But here’s a thing. Money in now is well at risk as no trading days over the holidays. There’s lots of risks here with weather and even staff retention! !etc..

Hence I may pick up a few tomorrow depends. But would I go all in. No way!

How can anyone say tomorrow will be the best buy day!

But I can say averaging in may do ok!

And slicing a % on any spikes and then buying back!

PI’s should really consider averaging in and averaging out of a position to protect….

……you guess

…. One’s Capital!

But then I am giving away trader’s secrets. I hope so! Well at least an alternative view!

Good luck

Usual caveats

Trek

Hi Dobbyy,

“ They may only have to drill 100m to declare a discovery and then hopefully re-rate to something reasonable.”

Not ‘picking on you’ , far from it just trying to help. But isn’t that the emotion that can cost money?

I appreciate hindsight is a wonderful thing but looking back here and at many other resource and mining companies do ‘you’ think the money to be made is on arrival of a ‘hopeful’ discovery and incidentally further funding or on the journey?

I think it’s the journey if you can time things right.

This time though. Just maybe it could indeed come off!

However, even a 600% rise on the day of a discovery would still leave many underwater. And what’s the chance of that sort of rise?

I keep saying it. Trade some and by all means keep a few but hold and hug in the small cap space seldom works.

My experience is its best to be more active, even on the ftse100 nowadays! But at all costs you must protect your capital even if that means taking a loss. If you lose your capital you are out!

As I get my primary income in this space I have no other way of making a return if I loose my capital. I can’t work a Saturday overtime. The Stakes are pretty high but obviously it’s compensated for in many more other ways.

But ‘you’ get the gist of the investing rules.

Rule one, protect capital.

Rule two, see rule one!

Look at the individual stock charts, the index is only up due to a few heavyweights, you will see most of the glidepaths have been dire for the last 3 years or more and in the 250 it’s been horrid!

Holders have in the main NOT done well. If you are going to hold imo that’s what divi stocks are for. Have a few of them so the income covers the high risk plays.

Well this was always top heavy imo but now the last placing has pretty much recalibrated the mcap back to the first drill.

I was very lucky then and made exceptional returns, gave it all away but that’s another story. Hopefully I can get a few bob this time around but I won’t be pushing my luck!

Good luck,

Usual caveats

Trek

‘ Legalwolf … is it possible that some placees may short this stock with enough shares?’

Yes of course it’s possible unless the placing specifically prohibits shorting of stock. But then how else do those funding at a huge risk mitigate losses?

Short positions are published above certain thresholds, 0.5% usually. But then you can run a CFD if a broker will take the bet!

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Trek

Hi ID78,

If you are looking for gold in the smallcap space go check out PAF.

They have results in Jan that should give sp a boost!

If POG stays 1950-2100 they and most goldies will get a lift, PAF is a producer with more coming on line. Market sometimes prices ahead.

Anyways it’s all in the Corp ppt…also note tailings is v cheap so low AISC!

Chart is also favourable and you can likely slice into news or hold!

I don’t see it going below 15.00 ask unless there’s a big shake!

ZAR also been flat!

A good under the radar gold play!

Funded!!!

Usual caveats

Trek

Working out a trade.

Trek

I have come to the conclusion that no one really knows anymore Tyke!

Fingers crossed mag still come out of the blue, but at least we have lots of price drivers.

I note the churn. Hoping for a holdings RNS soon.

It has amazed me that the SP keeps returning above 4!

I added recently at 4.65!

Still am I bothered nope. This window is an opportunity imo.

Following the money.

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Trek

Hi Deadly4U,

Good for you mate. Took the trouble to act on what seemed a very unusual coincidence!

I will send one in tomorrow.

I have had a disagreement with the MAR before. Complete waste of time. I sent them in copies of late TR1’s by Acacia, fkrs were selling and not notifying the market until ages after!

MAR replied to me that they noted my valid concerns and had coached Acacia on the notification criterion.

Acacia did it again. I sent in another form. They said they didn’t have to reply to me again!

Acacia did it again. I sent in another for asking about their complaints procedures and what was the point of the MAR.!

They sent me back some legal T&C’s explaining that at their discretion they don’t have to answer to the public due to sensitivity of engagement etc bla bla!

So yes I will sent in a form. I don’t expect anything but at least it puts TT on the radar!

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Trek

Ps why is there only one monopolies and merger commission! lol!

Good opportunity this. I bought half expecting news. Very unlikely now imo but I did hold back just in case!

DEST funding and deal thus far sets it apart from other biotechs. XF is also sought, the results are outstanding! . It will come!

The events are timebound. Any pullback is an opportunity!

Back to 50p now please will do just fine!

It’ll be done by end Q1 imo, I can wait!

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Trek

People who know people have allowed them to take the pie!

Doesn’t help with no proper CEO.

Liberum gave a valuation recently of 32p and buy from memory now a few months on with higher POG and debt paid down and new mine coming they say 13.5p represents fair value! Sucks!

I am just hoping the takeover is low to try and flush a counter bid. If one arrives they got more to offer. If not they may have got away with it cheap!

I am holding atm

Good luck.

Usual caveats

Trek

Got a result, not the result but a result. Alternative was chapter 11 imo.

Bod and investors all averaging down. If punters want to have a chance of getting out evens they have to do the same imo.

Assume they strike helium. Even if the sp rises 500% on the day. That could still be less than 2p after all the placing is flipped! So many will still be under water.

It really is a bottom drawer now as even success with so much confetti will look good on the risers board but mean zilch to long term holders.

But at least this is one last spin for the years ahead!

Good luck.

Usual caveats

Trek

Totally agree MrG, posted similar yesterday. Also that any toughening of regs on back of DEC interactions would affect other operators more not to mention the LNG plants where methane emissions are also high.

I read a report on BBC about an area where people’s health had been severely affected by the ‘soup in the sky!’ from LNG plants. Can’t find link now though.

DEC’s corporate behaviours throughout this have been impeccable. That they have offered to interact transparently could also backfire on the senator! Especially if asked about the short position!

Absolutely no way was it a coincidence, the world was expecting DEC to gradually restore some value after NY placing. You wouldn’t short them out of the blue unless you knew about the letter.

The last time these muppets opened a short position was in 2020! FFS it’s not even a habit of theirs to short a stock! Someone had a nod imo!

https://whalewisdom.com/short_position/holder/tt-international

The report will look at emissions, I think we have that covered with solid tangible actions and we already have independent validation. That the senator was quoting from 2021 is a joke!.

And the second area was tax payers risk. Well that’s where the hedging and asset amortisation comes in. Again it’s pretty tied down imo.

Like I said the greatest risk to the tax-Ayers is actually coming from the senator who trashed the SP! Oh the irony! But again any learning would be universal they can’t just pin it on DEC else the antitrust lawyers would have a field day! So it could actually impact on other producers forcing them out of business and there could be a firesale of assets.

They will know that, this will play out to an audience for a few green votes in an election year. Any actions or regs would be mindful of unintended consequences else the tax payer could end up with a huge bill and a load of wells to be plugged. Oh by Dec!

I note the price has pulled back. I expected it to rise and pull back much earlier than this. It looks like a few more rocky days ahead! The vix here and buy sell liquidity makes a traders dream, but I am not pushing my luck!

Good luck

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Trek

COPL not flat anymore…!

It beggars belief that directors are permitted to get away with so much BS tantamount to fraud!

I have always said the stock is un investible due to the financials and to be traded only by skin of one’s teeth!

Now that intraday RNS has caught many out! But then some posters thought the JV termination was an opportunity! FFS that’s some serious rose tinted glasses!

HE1 is another, it ain’t easy getting cash look at the crass reasons given for the SHG robbery!

“ As a shareholder in Shanta, we remain supportive of management and their strategy. However, we believe that Shanta's share price may inhibit Shanta's ability to deliver on its strategy and potential to maximise future shareholder returns. Furthermore, the lack of trading liquidity prevents ourselves and other institutional shareholders from being able to exit without risk of causing a detrimental impact on the share price. We believe that it would be beneficial for Shanta, its employees, and its other stakeholders to continue its growth and development as a private company. As part of ETC Holdings, Shanta will benefit from the experience and connections of ETC Holdings and ETG in East Africa and as a result, have additional support during the currently heightened levels of macro-instability.

Anticipating that current pressures on Shanta's operating market are to persist for the near-term and given the significant technical, financial, regulatory and geopolitical risks, our objective is also to provide liquidity to shareholders to realise their investment for cash at an appropriate premium to the current market value."….

Makes GCAT’s challenge pretty difficult imo. Their CEO told the market they had finance turned out they didn’t and he didn’t declare a loan until it mysteriously appeared in the interims! Got away with it!

But then remember I posted about TENT, put itself up for sale as the stock price is so far below the NAV that they can’t get cash now and the best thing to do for shareholders is to sell up! SMS also went recently for a snip below ATH SP

It just seems that the LSE is a flipping minefield atm with companies nowhere near ‘fair value’ and they say it’s over regulated but it don’t look like that from here! Many directors still get away with lying!

Then look at my IQAI up 35% yesterday down 20% today! Thankfully I am aware what’s going on there with the CEO exchanging notes fore stock but many folk won’t know as it is only communicated retrospectively!

Playing these markets is hazardous unless you get lucky or really know your stuff better off sticking your hard earned across a few well known divi stocks imo. The small caps are for beer money only!

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Trek

“ My money is going to PAF from here…”

I already hold Paf, expect a lot of folk will pick up on that one.

Holding here though. You should either get the 13.5p or something better comes along. No hurry to do anything yet.

Usual caveats

Trek

Indeed you did notrex. I also emailed Rusty about BB’s.

My average here now is 10.25 after that crazy day and the all important bottom line on the pf is up!. I do have 2.6k shares less though but I put that cash elsewhere as I realised I was very exposed here!

Well done with PHNX. That inflation print was always going to be low!

I also tipped Housebuilders to benefit. Last week I listed what I saw the choice on Tecan saying they were a one way bet! They are all up substantially now!

I expected a pullback here today. So happy to be wrong. Calibrating the rational for that one as it would have been a bummer if one was all out!

I am not buying anymore here for now though as it’s still a massively overweight position in my PF, now in third place though behind PHNX and SEPL as opposed to first and with my new average I can hopefully now watch from the sidelines!

Good luck.

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Trek

3.9% I bought more PHNX yesterday with profits from elsewhere. Figured a low inflation print.

Remember last week I said Housebuilders are a one way ticket and listed what I thought were the best!

Wish I took my own advice they are all up significantly now!

Can’t do it all though!

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Trek

What’s that I smell…..!

Something is burning and it’s not my toast! lol!

UK inflation print out at 3.9%!

I added 2k shares here yesterday! Thought so!

Sweet smell that burning!

lol!

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Trek

On the subject of dilution remember that we have had millions in grants!

That is actually the opposite to dilution yet the market doesn’t understand that.

This will reach a point when all the little things are credited to the SP

And I reckon that’s starting at 50p. Not yet not next week but we will get there!

Need that phase 1 read-out for starters and that’s a timebound event that looks even more promising now!

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Trek

See my post over there mick.

I think it makes sense. They are trying it on! Hold!

Usual caveats

Trek