Member Info for TrekMadone

For me with one investment, and I get it need to be part of a balanced pf, but if you are looking to add a range of metals, exploration potential and production. AMRQ offers a single entry to all that!

It’s almost like buying a mining trust albeit just in Greenland. But you get the leveraged upside as the resource develops and that resource is there!

I have advised my kids to tuck away a few of these and look at it in a couple of years time!

Usual caveats

Trek

Well somehow I don’t think so but let’s hope this dips to the placing price with the extra shares. You know like the usual aim basket cases….except this isn’t!

Usual caveats

Trek

Simple investment from here - buy hold and switch off.

The hard work has been done something sometime in the not to distant future will happen and whether it’s RIO, Japan or world bank, it should mean a much higher SP than 50p!

That’s the sort of small cap investment I like.

Usual caveats

Trek

I bought ARB at 4.5p. Was there for over a year. Mostly underwater. So when it went back to my average I sold some. Even though I signed off there as Trek, £1. Coz that’s what the data showed me the sp was worth!

Anyways I held some to 20-30p and sold most when the director sold.

Still kept a few and watched it go to 300p!

Then it fell back so I sold the last.

Had I timed it right my pot would have been £2m!

But hey it served its purpose. Now look at them. Just like many of the covid stocks - a similar story - but now crashed!

Still having seen so many disasters I try and average in, trade some and keep some and aim for a free carry.

GL

Trek

After a fantastic placing we claw back to the IPO price.

Just shows it’s still excellent value here!

Usual caveats

Trek

I would have thought it’s the contractor to pay unless they told hex that they had maxed out the torque or whatever and hex said continue anyway.

Usual caveats

Trek

Posted by 2Phevs on ukw

https://www.bloomberg.com/news/articles/2026-02-19/private-equity-targets-clean-energy-after-steep-drop-off-in-2025?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3MTUyNzU1NSwiZXhwIjoxNzcyMTMyMzU1LCJhcnRpY2xlSWQiOiJUQVBEODJLSVVRME0wMCIsImJjb25uZWN0SWQiOiIwQjVFMDM3MDAzMzc0Q0NCQUUxNzE4QkU3ODk5NDQ0MSJ9.t1-8AWUDfiQnIrs79FZafKMHSNcAtsJDjiaWfBXZ-RA&leadSource=uverify%20wall

Trek

UOG - pistoncoring started this week. Will be done this week then off to the labs for analysis. Majors ready to do a deal! A real moonshot, 7m mcap targeting 7bn barrels of new frontier oil. Now that has to be worth a punt!

MDH.PL - supposed to RTO and list on AIM on 26th Feb. Going by the volume. Nobody believes the CEO again - still it will happen at some point and if it drops I will buy more. They are a helium producer.

Usual caveats

Trek

SVML - Charles Archer - fabulous note out. Useful for anyone that hasn’t looked.

https://thatstocksguy.substack.com/p/sovereign-metals?utm_source=substack&publication_id=1504413&post_id=188502508&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=4zgkh3&triedRedirect=true

HEX I posted there.

This pullback imo is a buying opportunity for anyone not in. The numbers will follow with the offtake as part of their independent DD.

Trek

Hi BBN,

O/T Check out SVML - it’s up your street! I hold and added today.

https://open.substack.com/pub/thatstocksguy/p/sovereign-metals?utm_campaign=post&utm_medium=email

As for HEX, for sure they got this update out and looks a bit rushed tbh as they had to make an announcement. The last ‘this week’ RNS was a bit prem. But sometimes one has to look beyond that especially given what they have achieved in such a short time.

I have always said that the offtake deal will be a SP catalyst as that comes with independent DD and will need to be backed up with numbers!

My target price remains and as any investor in resource stocks knows - there are always bumps and furthermore few microcaps make it over them!

HEX looks to be a rare exception - well perhaps not, as any hydrogen and it imo gets bought out!

Usual caveats

Trek

£1

IB the point is Charles has given insights to potentially new investors who may not have heard of SVML.

Trek

For balance RIO may not see SVML as core as selling similar metals albeit declining mines not a new one the scale here. I think given the scale and the way the politics are playing out they will want it. But if not someone will!

Fwiw one of my 5k buys at 42.9 shows as a sell.

Usual caveats

Trek

I read it and bought 2 x 5k lots - averaging up now having sliced some earlier.

Will look to add more later - got some shuffling to do!

Trek

INPP - divestment of offshore and onshore wind + associated infrastructure at NAV premium. Again!

“ The Moray East OFTO divestment is made at a premium to the last published NAV and is consistent with the Company's disciplined approach to capital allocation, guided by three key principles: ”

RNS today.

Trek

Re downside….. I agree. It’s one of the reasons I picked out some of the high yield renewables stocks.

I have traded down here now to 50.302p after taking good -profits and divi.

It’s impossible to pick the bottom but I find holding some and trading some works for me and helped manage the sp drops across some of the renewables sector.

I only do it for stocks I don’t mind holding as if wrong side you get the divi and there is always a bounce to sell into and then recycle.

Works even better on likes of NESf where there is no stamp!

GL

Trek

GRX - placing shares listed today. Sp pulled back from 58p to 50p.

Cashed up now with litigation looking like going their favour plus a tier one copper discovery between Germany and Poland about to be proven up. They have plans for old wartime artisan mines and are overlaying new tech.

Will return equivalent to its mcap to investors when litigation comes through. Theh have already had it awarded. Interest is accumulating- It’s just waiting a final lost cause appeal!

Great tuck away.

Usual caveats

Trek

Sold out at 58p just bought the last back at 50.7. It’s now 51.25 to buy.

I thought it would go closer to the placing price but seems like the majority are sticking albeit today is the latest admission day. Hence will drip in more if it goes below 50p.

Never really come across such a ‘no brainer’ investment as this before. Esp now they have more cash - it’s just about waiting.

Trek

Hi BOTAK,

Yep I am still here. I sold out at around 60p average and bought back at just under 51p average.

Thought it may go sub 50 but then Saba top ups and the OB article made me think the bottom was in.

Still I am well up here overall with trades and divi’s but gonna have a think about what to do next esp after I got UKW wrong as have 99p average there. But will be bagging another divi at UKW so must be around evens on that one.

This and REIT’s are a difficult play atm but surely they should bounce soon with softer inflation and rates coming down!

In the meantime it’s best to trade some down me thinks!

Usual caveats

Trek

I had a sneaky feeling that there will a run up to results and xd.

But I won’t be waiting to find out with the trading pot. Profit is profit.

I just wonder if I can bag a £1 a share here in the week before the results.

Thankfully I can now keep my US holdings separate and trade the UK pot so I don’t show averaging up on the US position.

I have no idea what GG is on about.

Rather than just ranting he just keeps missing one trading opportunity after another for a stock he claims to know so well!!

I will be selling once my TP is reached or on any obvious weakness. The core position can remain for the double digit divi!

So you see GG - ‘now that is the reality of the actually situation’ - profit!

Atb

Trek

I rode ARB from 4.5p! I used to sign off there with £1 as I worked out the revs based on BTC mining. Nobody believed it until it moved.

But as usual I sold the way up. Kept a few for the 300p spike but sold them when they dropped back at 100p!

If I kept the lot and sold the top it would have been over £2m!

But hey I did well enough selling most at around 20-30p when the directors started selling!

If you want access to digital infrastructure buy CORD. Just look at the director buys there and they pay a good divi. It’s a ‘safe’ way to get into digital infrastructure.

Or check out SEQI another infrastructure fund, this one pays a high quarterly yield and has digi investments as well as others.

That’s the type of investments where most of my microcap winnings end up.

HEX, UOG, HREE, SVML and MDH all on a good run atm. GRX and AMRQ on a little pullback but all of those are the real deal apart from UOG which is probably a min 10 bagger or bust!

Usual caveats

Trek