Member Info for TrekMadone

GCAT looking behind the sofa as well!

Trek

Just me noticing? Seem to be more first time posters across some BB’s.

bullish one’s though.

Trek

The buy here was under 80p and to sell into the 100’s. There was always going to be selling before the results.

The results are expected it’s a reset.

Any pull back could present an opportunity if you share the bods confidence. That means tying cash up unless you have a longer term view here and that position really hasn’t changed with these numbers.

Good luck whatever Pi’s positions

Usual caveats

Trek

Small numbers but as ‘they say’ directors only buy for one reason.

Unless it’s DEC of course.!

This looks like a what the fk are you lot doing to get a message to the markets!

And if so good on Rusty. Those holdings are pretty small and well paid directors should where they can be aligned with shareholders.

Usual caveats

Trek

Perhaps you should ask AI….

This is ClaudeAI that is ethically based. It will let you know of hallucinations and admits if it’s not got the best answer. The way to use it to its best effect is to keep questioning it. The model is in Beta atm and free to use.

There are lots of other AI bots out there. I like anthropic because of the very questions that you have raised. It has a good mission statement and is a simple tool which meets my needs.

Some of the more complex models like the subscription ChatGPT service are more widely used in industry.

https://www.anthropic.com/

Enjoy your response!

Trek

Always good to look at a range of data before formulating an opinion. Here is an excellent article from AOTH.

https://aheadoftheherd.com/momentum-builds-for-us-soft-landing-with-no-recession-richard-mills/

E.g So interest rate costs are actually a smaller part of company profits when you take into account price rises. It’s now the lowest cost % for 60years!

Or how about unemployment in US is up but so is job creation and more hours are worked. This ‘Goldilocks’ scenario sounds a bit of an oxymoron it it’s because the pool of labour has increased. You have to work that out for yourself.

Or how about cost of debt in US which simply means the fed can’t just keep raising rates as they wont be able to pay their own mortgage! So raise taxes, not on your Nelly! It’s electioneering time! They have to grow their way out of the deficit. Again you have to work that out.

China….mmm for those of us that subscribe to Bloomberg’s supply lines we have been counting containers in and containers out with their excellent graphics for some time now. Yes China is a huge risk but EU/IS onshoring (at last) will make a difference but still the economic links are much more entangled than that. We’ll have to see…..

But on the upside don’t underestimate the enormous productivity benefits that are about to land from AI! Whilst it takes years for the data to clearly manifest it will be there on a micro level.

We are on the cusp of the next Industrial Revolution that’s how big imo AI is.

I use it all the time to teach and learn. My brother who has his own media business, they have fully embraced it and for writing code it is like suddenly having recruited 10 expert code writers at little cost!

Expand that model to say an EM country that has just a few highly skilled experts. Now via a keyboard they have a potential knowledge pool of thousands! You get the gist!

I think the opposite to a correction, black swans aside the world economies are about to turn north big time. You suddenly have a part solution to productivity and mismatched demographics. People will be freed up to do non AI work. That’s where we will be heading! That for like of China, Japan, and the West initially is a huge paradigm shift. Likewise it will free capacity and provide self determination for lesser developed economies.

For sure there will be downsides but the upsides will outweigh those imo.

That’s how I see it and that’s how investors in ARM see it. 5 x oversubscribed, overpriced? Who knows but those investors want a piece even with ARM’s China woes.

Usual caveats

Trek

Always good to look at a range of data before formulating an opinion. Here is an excellent article from AOTH.

https://aheadoftheherd.com/momentum-builds-for-us-soft-landing-with-no-recession-richard-mills/

E.g So interest rate costs are actually a smaller part of company profits when you take into account price rises. It’s now the lowest cost % for 60years!

Or how about unemployment in US is up but so is job creation and more hours are worked. This ‘Goldilocks’ scenario sounds a bit of an oxymoron it it’s because the pool of labour has increased. You have to work that out for yourself.

Or how about cost of debt in US which simply means the fed can’t just keep raising rates as they wont be able to pay their own mortgage! So raise taxes, not on your Nelly! It’s electioneering time! They have to grow their way out of the deficit. Again you have to work that out.

China….mmm for those of us that subscribe to Bloomberg’s supply lines we have been counting containers in and containers out with their excellent graphics for some time now. Yes China is a huge risk but EU/IS onshoring (at last) will make a difference but still the economic links are much more entangled than that. We’ll have to see…..

But on the upside don’t underestimate the enormous productivity benefits that are about to land from AI! Whilst it takes years for the data to clearly manifest it will be there on a micro level.

We are on the cusp of the next Industrial Revolution that’s how big imo AI is.

I use it all the time to teach and learn. My brother who has his own media business, they have fully embraced it and for writing code it is like suddenly having recruited 10 expert code writers at little cost!

Expand that model to say an EM country that has just a few highly skilled experts. Now via a keyboard they have a potential knowledge pool of thousands! You get the gist!

I think the opposite to a correction, black swans aside the world economies are about to turn north big time. You suddenly have a part solution to productivity and mismatched demographics. People will be freed up to do non AI work. That’s where we will be heading! That for like of China, Japan, and the West initially is a huge paradigm shift. Likewise it will free capacity and provide self determination for lesser developed economies.

For sure there will be downsides but the upsides will outweigh those imo.

That’s how I see it and that’s how investors in ARM see it. 5 x oversubscribed, overpriced? Who knows but those investors want a piece even with ARM’s China woes.

Usual caveats

Trek

Has it finally been sorted?

I for one have emailed them several times as it burns my mobile data. So much so I switched LSE off on the move!

Or is the talking head having a day off?

Let’s hope it’s been resolved!

Trek

“ Hemogenyx Pharmaceuticals plc (LSE: HEMO), the biopharmaceutical group developing new therapies and treatments for blood diseases, announces that its patent application number "WO2023168292 Chimeric Bait Receptors and Uses Thereof" was published on 7 September 2023 by the World Intellectual Property Organization ("WIPO"). It remains to be reviewed and approved by national patent authorities.”

This is very positive. They would have done a lot of work to get to a point where they can tie off the patent.

I think we should move back to the 2.5p placing price pdq. It seems logical that that would be where resistance is met.

Usual caveats

Trek

Back in…

“ It is important that we move HEMO-CAR-T into the clinic as quickly as possible and maintain and consolidate our lead in the area of combatting existing and emerging viral infections using our CBR-based product candidates."

I exited here ahead of the financing that few expected. Always said didn’t mind paying more to jump back on. Think I have been pretty lucky though just happened to catch it on the risers board.

I enjoyed the rises in 2020. No reason that can’t be repeated again with some news!

Don’t be put off by even a 60% rise in a day here there could be much much more and an opportunity of a free carry!

Usual caveats

Trek

Well the DEC worm looks to be turning right on Q!

It won’t be long before the sub ninety rush begins in the hope of bagging extra yield!

Anyone interested in the sector would also check out SEPL for income. They have lots going on and could likely double their divi next year! Plus an acquisition twist. One for capital gain and quarterly income!

Another is TXP they have got cascadura well on line. It won’t be full steam ahead for a couple of weeks so shares down. When it comes on they will be around 9000boepd! Only $24m of debt! Can always buy now and sell the news there!

Things seem to be looking up rather well atm here and across my pf!

Usual caveats

Trek

Nice one hubenstein.

I think looking back 5 years from could be very amusing assuming they aren’t taken over and go on to deliver multiple production drills over T&T. They would likely be fully funded with zero debt by then!

May even be paying a divi as well!

Quite a compelling story from 70p!

Usual caveats

Trek

I will never buy a Tesla or use ‘X’. Narcissistic twt!

Trek

I think the recent bit of PR since the results and of course the trading volumes may just mean 85p is the top of the bottom now!

Many who sold earlier, as we did have xd followed by an initial sp rise, could be waiting to see where this settles before buying back in.

A little change in sentiment and we can quickly move back to 90p.

Not that I would be delighted with that! But gotta start somewhere!

Usual caveats

Trek

This should have been a breeze! Now no new offshore wind contracts! Zero!

https://www.theguardian.com/environment/2023/sep/08/biggest-clean-energy-disaster-in-years-uk-auction-secures-no-offshore-windfarms?utm_term=64facafdad80e78826bc4bd41f63cfa5&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Just like their attitude to our O&G sector our govts keep fking it up.

This country should have 100% energy independence from a variety of sources and by now have zero need for coal generation as a flexible support.

This will now mean more coal. Mind you perhaps not as there’s no capacity on the grid to plug anything else in so that should keep demand down!

Laughable if it wasn’t true!

Usual caveats

Trek

Q1. What stood out in Diversified Energy’s H1 results?

A1. Diversified Energy reported a solid set of H1s last week, despite headwinds in US NG markets, underscoring the resilience of its business model through the cycle. The numbers were in-line with market expectations at the revenue & EBITDA level and add confidence in the FY outlook.

DEC reported H1 revenue of US$542m (hedged) and EBITDA of US$283m (hedged), implying robust cash margins of 52%. Average realised prices (US$3.56/mcfe) were some 25% above Henry Hub – reflecting the benefits of the hedging programme – whilst total cash costs came in at US$1.66/mcfe, down 10% on H2 2022 – in part reflecting receding inflationary pressures across the group. On the balance sheet front, H1 gearing stood at 2.4x EBITDA (in line with 2.0-2.5x policy), with US$103m of group liquidity – approximately flat on end Q1 (US$110m). A further US$16m cash inflow from non-core divestments post period end puts effective liquidity closer to US$120m.

In addition, 2023 has seen a notable increase in asset sales. Asset divestments have raised US$62m (4p/shr) – more than doubling the tally since 2019.

Q2. Is a US listing for Diversified Energy still on the cards?

A2. In its H1 investor presentation, management noted that it continues to engage with prospective US investors around an ADR listing and believes there is strong appetite for its stewardship model. In anticipation of a dual listing, DEC emphasized it is keeping its SEC filings fully up to date, awaiting the right asset transaction and equity market conditions.

Q3. How is Diversified Energy’s share price performing relative to its US peers?

A3. US gas E&Ps have enjoyed a strong run lately, in spite of the current weakness in spot prices. According to Bloomberg consensus estimates, EQT Corp, Range Resources & Antero are up 15-30% over the last 3 months, outpacing DEC (-6%) by some margin and opening up a substantial relative valuation gap.

Q4. What’s your view on US NG markets?…answer post below…

Yes I think the 50% reduction is a GE wish to get the platform out there with a cost saving. The FDA 510 (K) will come later. That is just my guess.

I have written to Mike and asked a couple of questions to clear up my confusion. I will of course share any response.

You are right about the market Lindy. The bigger news was much earlier than this regarding the progress on paediatrics and access to the scans for +200 children to build the AI architecture.

Getting consent in that field is in itself, rightly, an absolute challenge let alone any paediatric trials/usage

What the market tends to do is add all this stuff up in background. Then there can be just one catalyst of a RNS and credit is given for all the rest of the stuff or it can sometimes just come out of the blue as the clock ticks down.

Whilst this news is great it isn’t on its own transformational but it has been added to the impending avalanche!

Usual caveats

Trek

It’s done it’s thing!

Search for ‘research tree’ on google the homepage will then appear.

Trek

jiffybag,

you can try this,

https://*********************/

search for dec and you will see the note in the bottom but to read it you will have to give your email. you can of course use a hidden one or a burner. i find them ok for some free broker notes but i don’t pay for the full service.

trek

A 50% now PROVEN reduction in Gadolinium (a contrast agent) is a great step forward.

Firstly as there are some published toxicity concerns with patients with kidney issues. None of us want stuff left floating around even if in the majority of cases it is harmless.

The second benefit is the cost. This stuff is super expensive! It also comes from China and is based on a rare Earth metal (Gd) so has the potential to feature in the current US - China trade disputes. My guess!

The alternative to Gad is iodinate contrast agents which are difficult to come by and are claimed not to be as effective.

I am though a little confused by this as the objective of Zero G is to get to 100% Gad free imaging. It was my understanding that that was what the FDA 510(k) application was for (31st May 2022 RNS) albeit the underlying aim was a reduction or zero.

So now do we now have FDA 510 (K) approval for this or is it just an interim study validating a reduction technique. It’s pretty obvious the professors know what they are doing so I am happy to remain confused in isolation!

I suspect this is just an extra bit of news but it’s not the end game.

I will top up on my research and my drop them a line.

Usual caveats

Trek