Member Info for TrekMadone

Hi Chesh,

Not gloating mate took the opportunity to share the love. Us PI’s should stick together.

There’s enough dark forces out there without playing one onto another!

It was a genuine tip to park any sells trading cover so punters could have another go!

It takes a long time to find the likes of PXC esp when there’s only a few posters on a BB. Bit like here eh first time around!

Good luck,

Usual caveats

Trek

“ fancy bringing up another stock on the HE1 BB‘

I said to folks to buy PXC to recover losses. Well in profit now! And much more to come there while HE1 tie down the tarps!

Usual caveats

Trek

36.7 now to sell warming up as expected. MM wants stock!

Long ways to go yet though !

Usual caveats

Trek

Boom… not just yet!

Bored you must be bored….lol!

+40p this week ain’t a boom. Wait for finance news and looking at a chance of +100p!

Dec 8th is next Friday, RNS by 11th Dec imo. Plenty of time yet for pI’s to take a position.

I reckon we will get some assays results before then. Perhaps processing plan as well. Lots due!

Usual caveats

Trek

I tipped again this time when 11.3 to buy previously tipped at 9.6p.

Reason for the new higher tip was the 12p breach looked close. It keeps banging its head on that ceiling but today with some divi money going back in and POG tailwinds it just could stick! Then it will have some freedom imo.

Re the divi, mine is going to crisis. It’s a gift for Mrs Trek we each pick a charity each year. It makes one feel better than getting the usual stuff we don’t really need!

Usual caveats

Trek

There you go 100k buy in 3 trades over 60secs. Will be NT soon not much left unless we get some profit taking. That would actually help with momentum as the MM will mark it up and resell!

Re the ‘investors supplying equipment themselves’. That’s ever so common now. I was just reading on Bloomberg supply lines email about car manufacturers/aerospace….

“ It builds on recent announcements by Nissan Motor to invest £2 billion to expand its UK electric-vehicle hub; by BMW to commit £600 million in the auto sector; by Tata Motors to construct a £4 billion gigafactory in Somerset; and by Airbus to invest more than £100 million to boost output in Broughton.

All told, the strategy pledges £4.5 billion to support strategic manufacturing over five years starting in 2025.”

For sure it’s off topic but it shows the new business approach to infrastructure investment. Manufacturers now take a wholistic end to end view of the production line from mining to utilisation. They are also increasingly derisking where possible away from more politically volatile jurisdictions.

It’s just another facet that only gets factored in when you earn the right through funding. I think we could have some innovative surprises on top of what is already an innovative approach to financing for a tiddler like PXC!

Usual caveats

Trek

Hi Butler,

Whilst one can only speculate. Logic dictates that you do not release 80m USD without knowing and how it will be returned!

Hence the likelihood that the plans are as near as already drawn up based on the last ATS paradigm.

Likewise the remaining permitting will be mitigated by carrying out processing on owned land.

They will also, or well one would think, have capex equipment lined up as well.

The finance is the first significant domino. It enables all the rest!

When we are fully funded only then do we get credit for assays, geo, political location, mine economics, royalties etc etc

Without cash it stands for zilch!

In fact one could argue that the smart money here has been the money on the side. Watching, waiting and ready to average in when the tea leaves indicate the finance is about to land and then buy!

Now isn’t that true of many miners and biotechs? Just look at the charts! Most money has done better out than in!

New money arriving now imo is the smart money and even then they would likely buy some before and some after news.

But yes the likelihood is that the mine economics will at least follow quickly after the finance.

Once finance lands there will be a stream of news here.

Usual caveats

Trek

Come on wyn vol is key when there.is so much stock sloshing.

It’s just the bear markets that have led to disproportionate rises and falls on low vols. that’s because the MM’s shake the prices to drive volatility to drive volume.

They don’t get paid if folk just hold!

This stock needs volume to drive sentiment up or down.

Usual caveats

Trek

MTS

I called 29p resistance then when it crossed like I said was 34p. That was a little shake next as projected +40p this week.

The charts never lie! Pmsl!

Still little liquidity here. Note trades have been broken down to buy whilst the 3 big sells we had went through at +100k’s. Can’t buy 100k now unless you are lucky on the heals of a sell.

A $80 finance deal which would likely pave the way to the total $300 is multiples on our mcap! We will have a team of investors supporting this mine development.

All slowly coming together.

Finance is the first step without it nothing else counts!

Usual caveats

Trek

On a techie breakthrough at +550.

Serious buy for those that have anything left in their trading pot. Mines all in pXC atm!

Anyways results due Jan should show guidance achieved for gold and silver following last blip. Enabled by new technology on stream. That’s the how.

Also other technicals drop in Mexican inflation below what market expected. Transportation is better, that’s a biggy for Fres

https://tradingeconomics.com/mexico/inflation-cpi

And looks like uSDMXM improving. They get a big fx hit…

https://www.marketwatch.com/investing/currency/mxnusd

Most importantly though is the chart breakout is driven by POG and POS. Both have huge leverage affect on FRES balance sheet. That translates in Lubbly jubbly so volatility making it a traders luxury esp with good liquidity.

I have it as a buy. I don’t have any yet but would if I could.

Usual caveats

Trek

I wonder if these notes are holding back the SP in any capacity. I read the prospectus, it’s over 200 pages and posted some info here following the first proposal. A lot if the cash is under the catch all, ‘general working capitol’, which in theory can hold back any sp.

It closes next week so be interesting to see any reaction. It hasn’t put off any PDMR’s albeit many are probably unaware that a prospectus is even pending!

Usual caveats

Trek

Best news yet DP told to shut TFU!

Let folk read the RNS’s. That’s where the news is!

Usual caveats

Trek

ID,

That’s PHNX, I know as I hold. Not PXC.

PHNX my top income play.

Trek

Insg - one to watch with big hitter appointed. Very illiquid though but buys at 20p should do v well. Trade it don’t love it! Due a rise then exit imo.

Wsbn - it just could be ready for a pre Christmas ramp up. Never pay more than 2p there and trade the rise. They will need cash and they as usual have the best rock chips on the planet! Didn’t fool the market this time though so expect some more rampy results soon. Buy now and sell into the news before the raise.

He1 - oh dear it’s a flipping wet one as expected. There are just too many unknowns there to even trade it now. I only have a small position left there but wouldn’t add to it.

Pxc - tick tock on that finance deal by the 8th Dec or prob 9th. Should run up during week as news would be transformational for the project. Not many shares there though.

Iqai - it’s the usual waiting game but TB is loading up. 17% now + the other 20 odd% from his family vehicle (from memory) but could defo be share of next year as that’s when stuff comes together. It’ll probably be a Zak pick!

Txp, cash is flowing in now but it’s being choked back will price is renegotiated. So much to look forward to and importantly it doesn’t need any fund for its very prospective acreage. That will be Malcy’s no 1 tip in the o&G sector pretty much nailed on. He is a fan.

CLBS good numbers today ARR up. Formerly D4T4 meant DATA as in analytics but no one got it hence name change! But eps and divi up also ebit, I am not a fan of eps as is easily manipulated. It’s similar to TIG that one. Seems IoT is still a thing and AI will transform both those companies. I rate CLBS and TIG as long term growth buys for better days ahead.

DEC - over 1m shares bought back. US listing soon and xd 31st. I wonder if it will give up the divi of it will pass without a blink. I have a big position there as an income play. I also trade it.

GROC a top up there today… it’s on my watchlist. I still don’t see any meaningful funding or project economics there. BRES is a better play imo but then it has high political risks working in a dictatorship but they have excellent resource prospects and route to market east or west or both!

Hemo - another great update from them. I don’t hold, have in the past but managed to trade out before funding. Defo a great prospect for 24 and if you see momentum there jump on as shares could rocket such is the nature of their pioneering therapeutics! Keep an eye on em!

HZM appointments bod completely axed new kids in. I posted there a while back about cash run off and logistical issues. Got slated didn’t post again. Glad I avoided and wouldn’t touch even now. It’s either huge chance of a death spiral or another SXX / SGZ scenario. Good luck to any brave enough there. I’d sell any rise!

And good luck to the PI’s. Don’t forget the odds are overwhelmingly against us. Just look at the stock prices and charts. There are few winners. But there’s always tom

18.75%

You can see them all here. If you thought Turkey was high at 40% look at Argentina!

https://tradingeconomics.com/country-list/interest-rate

Trek

Hi Tyke,

It’s great that you post your reservations, you always do it based on your interpretation of facts and courteously. It keeps us all honest! Else the BB just becomes one way traffic!

And no, I am not now going to take that statement as an opportunity to post and discredit your views! I posted mine earlier and I highly value your interpretations.

However, whatever the ambiguities, not helped by the bod might I add!

The clock is ticking and the objectives are finite!

We will find out soon enough about this potential ‘moonshot!’

Good luck!

Usual caveats,

Trek

Divi in for ii for each 10k shares = £211.71

Shares are held in an ISA

Does that tally with other holders?

I thought it was a bit low, probably the fx poor atm.

Trek

Good for you ITD,

I have had some email exchanges with the Bod and wrote to Brittany earlier this week. Kind of expecting a wait until the RNS lands reply!

But when one has so much hard earned invested you have to engage if there is a need!

I have paid 19p to 65p for these! So like you I have a load having managed to average down. I am also hoping to add more before it breaks back through 34p. My SEPL divi is due today so that will just help with a few!

Also glad bankrupty is back in! It would have been a shame to miss out now after all this time.

Good luck all

Usual caveats

Trek

And managed to convince myself to add 10k more. Will show in a minute.

Those 3 x125k sells have offered some liquidity, got 31.28p!

Convinced we see +40p next week!

Usual caveats

Trek

Hi Kenny,

My point with fiscal drag is for all the rhetoric about back to work it disincentivises those in the very lower band. £12.5k tax free then you work and pay 20% tax on that extra grand whilst ‘wiping backsides!!’ (Illustration for a fking important job!)

That 20% on an extra £1000 of income is so disproportionate to those on £49k! So why bother!

I keep saying it, we need a ski slope tax system with a cut off that makes us competitive!

It ain’t difficult to grasp! It’s been costed before as well!

A capitalist system delivering sensible socialist objectives!

I just don’t get what’s so difficult but none of the main parties agree!

Usual caveats

Trek