Member Info for TrekMadone

Oooh yes! I just read it as well.

Cheaper than lTH, SQZ and well cheaper than BP!

Plus an enhanced ARO capacity….

“ The number of rigs have increased by 50% from 17 rigs to 25, through an acquisition in 2025 of SCR services. The number of wells retired is substantially up and with 50% more rigs 750 wells could be the likely 2026 number.”

Oh and remember all those ESG gongs!

DEC high growth, high divi, hedged and amortising debt.

Great addition as part of a balanced income pf with some trading opportunities as well!

Usual caveats

Trek

Opportunity and a divi! Arrgh!

Trek

It’s all gone quiet in GG land.

He misses another trading opponent a divi on a stock he knows sooo well! lol!

Trek

HEX popping…. DEC as well… I timed that one well again!

Trek

Hi Silver,

I always wake early. Was out with friends last night but it doesn’t seem to make any difference. When the weather improves I will be out nice and early on the bike. Mind you I am now partial to a 10 min afternoon power nap! Lol!

Trek

TXP - I picked a a few for a trade this morning. I reckon 10p is on the cards again - may even see 11-12p. Usual tactics half in keep half back just in case. Then sell in tranches as well. I had a cracker there on the last bounce!

UOG - I took my stake out over yesterday. So left my profit in which was around 30%.

Why coz it’s a binary event and what these companies do is they raise cash before key news. That’s so the investors get exposure to any upside and it means the company doesn’t run the risk of having to raise on a duster! That’s the standard playbook!

If they raise and it’s below my average I can feed some back in and exit that amount before news. If it’s above my average then I will let what’s in run for a potential ten bagger or bust. But it’s a free ride - if there’s such a thing - as this experience has come at a price! lol!

Usual caveats

Trek

I picked a few up this morning— not outta love but for another trade.

Trek

Commercial Hydogen multiple wells

Commercial HE3 & 4 multiple wells

Commercial Light oil

Oftaker’s at a premium to 500 bucks - security of supply from Linde for high end spot is $1000mcf. So we will be selling between 500 & 1000 imo

200m shares if they daisy chain production to new wells - very optimistic

How much would you have to pay to find commercial and virtually unlimited hydrogen and helium. As Bo says this ground is a store of gas you just tap it as you need it! And it’s in the USA

That’s intuitively looking cheap at a £1billion company.

Usual caveats

Trek

That’s

£5

Brilliant interview. CA ask’s good questions obviously he has to balance some of the sensitive stuff but covers most of what PI’s want to hear.

It is worth signup to his substack as it’s free and the research is high quality.

You then get the emails with the latest updates to your inbox.

For me this project is now as derisked as possible. My only worry is and this is a compliment to Bo is that it’s his leadership and knowledge that drives HEX.

If it wasn’t for my view being that commercial hydrogen = a sale then I would want to see more succession planning. But I think this company will be going this year and by the sounds of it Exxon will be a prime candidate for buying us out.

But even if not there are multiple sp catalyst’s ahead!

I maintain my modest TP which I have had in place since the 10p IPO.

Usual caveats

Trek

£1

Hi guys,

My sincere apologies. I always wandered how someone could post on the wrong BB. Now I have done it!

Got my UOG and UKOG (on my watchlist) mixed up with both windows open!

Please forgive me whilst I go and beat myself with a wet fish!

Luck to all PI’s!

Trek

Oz likes +16%

Trek

Very impressed with numbers and like the Carlyle partnership.

Held onto my top up as felt that pull back was overdone. Will see how it goes from here as I was only after a quick profit on the UK stock while waiting to invest elsewhere, but definitely keeping my high yield core position!

I agree with Terry re the timing of the deal!

Should be a good day today though but likewise there could be a processing lag before institutional ‘permission to buy’ as the numbers are so complex.

Usual caveats

Trek

Https://wcsecure.weblink.com.au/pdf/ARV/03062243.pdf

More gold!

Trek

No idea what you mean lakobos,

I think I played this well — but it’s not the end and those in for the big payday could make a fortune!

Isn’t that what this stock is about.

A punt is betting what you can afford to loose.

I just rode the newsflow like I do with these expo stocks.

What is your position here?

Trek

Top 20 most visited websites….

https://www.visualcapitalist.com/ranked-the-20-most-visited-websites-in-the-world-in-2026/?mc_cid=55d4a1229b&mc_eid=5222e6014c

Meteoric rise in ChatGPT…. Relatively unheard of a few years back!

Peeps look at porn more than Netflix!

Trek

I just have profit let in here now.

From my experience with explorers the time to raise any cash is before a significant result.

That doesn’t mean UOG will raise before the announcement that coring is complete or before the lab results, or at all. But I figure it will come at some point.

I expected the SP to be much higher now in anticipation.

So from a pov of protecting one’s capital I have now averaged the last of my stake out and left around 30% invested which is all profit to ride whatever.

If there is a placing then I will likely add more on any weakness.

So I have hedged my hand which could prove foolish or fortuitous!

But I have learnt there are two primary rules in investing.

Rule 1 - protect your capital

Rule 2 - see rule 1!

Fingers crossed all!

Usual caveats

Trek

They dropped it a tad so got 100k more at 2875. With prob show as a sell in a mo as google had 3p. That’s me averaging up!

Trek

Added 10500 earlier. Expecting results relief rally. So much sht in the SP here it surely is due a bounce once market sees divi cover, huge yield and that Reeves is now claiming £117 off our energy bills! That’s gotta offer respite for UKW!

Usual caveats

Trek

Complimentary …

https://www.lseg.com/en/insights/supercharge-claudes-financial-skills-with-lseg-data

Trek

Take your pick but I think it’s complimentary.

We use Ai already. It cuts costs. But it isn’t that good for investing. None of the Ai’s I use including Claude can even agree on xd dates!

It needs a professional to get the most out of it.

But what is overlooked by the markets is Ai will benefit more the companies that LIO is invested in.

E.g. take insurers. Chatbots are far more efficient than receptionists - based on DLG survey, Ai beat customer service advisors on customer satisfaction results significantly.

They also work 24/7 and send a transcript/email immediately quoting source data. So likes of AV, LGEN etc have huge savings ahead of them. Anything with a call centre/keyboard will benefit.

So the gains in investments imo outweigh short term view on impact to LIO. But the market hasn’t realised that!

Usual caveats

Trek