Member Info for TrekMadone

Well that’s it. I have signed up to the company news on their website.

Anyone know a good free Oz RNS channel?

Trek

Sensible to have a plan Kr1988,

I have kept 25% of my original stake in HEX as I went all in at 10-11p. So am on more than 2x a free carry already.

Did some other trades there on the pull bag to 16p and sold them.

Picked up a few today to trade.

But I still have 25% of my original position locked in. I won’t be selling that as I expect a takeover there.

If the hydrogen comes in it will go ballistic imo. If not they have a helium producing plant that can expand to 20 wells. That will still warrant a bid imo.

We will have a silly cheap uk mcap on us soil. It will be bought imo.

All said though things can and so go wrong in E&P and macro so I trade some hold some and buy divi paying stocks with the winnings.

That way I still get paid if the markets fall!

GL

Usual caveats

Trek

From memory I think they were 3m difference between the two placings. The got 7m of the 10m not forthcoming.

So imo it’s not just the CB flow rates and pricing. They will need cash for growth. Albeit that could be debt. But wtfdik… I only read RNS’s and that’s nothing to go on here!

Decided to buy some EPP now. At least that’s a binary bet on if they get their licences which imo should be next week or week after. Not a tip that one it’s a pure punt and sell / slice into the news. But this lot need something on the jobs front!

Usual caveats

Trek

LIO - tr1 landed - big long position added to there. Someone either confident the bottom is in or knows sommat!

Trek

Gas storage and synthetic graphite production as a bi product.

It’s a huge gas storage and will enable flexibility of wind and new o/s fields.

I haven’t dug that deep but yes we have like days of gas in storage compared to months in EU.

I last sold there at 4.8p and now paid over 7p for the same shares! lol!

But that’s not the point - if this license lands - which is more likely and the decision is now imminent then I see a big rise ore even bagging!

Been a v Good Friday so far - for a change!

SEPL went through 400p briefly!

Usual caveats

Trek

According to AI…

Tetragon Financial Group holds a long position in Liontrust Asset Management (LIO) based on a TR-1 notification, representing a positive economic interest in the company. This position is disclosed under Section 8B2 as a financial instrument with a similar economic effect to ownership. Review the details at LSE.co.uk.

Trek

I’ve bought back in here. Actually paid way more that when I last sold at 4.8p. But hey the prospects now imo are better than ever and there’s no way the license is factor into this 15m mcap.

Expecting it to close on a high today and build up through next week in anticipation.

Usual caveats

Trek

EPP - was a toss up between them and another potential news candidate. But I went for EPP. Very likely to get news next week or at latest week after imo. Milli wants it. All the ducks are lining up. I see it going well through 10p when it lands and then a potential bid for the company!

So lots of opportunities ahead to sell. Project level funding won’t be decided on the current sp. It’s bigger than that but I doubt it will be EPP’s problem.

The sky is literally the limit sp wise for EPP and now is looking better that ever. But I will be selling at least half into news.

Usual caveats

Trek

LIO - very strong price action over last few days.

Smells like stake building can’t fathom any other reason.

I hold traded back in at 233

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Trek

This is strange as the sector has been spooked by AI uptake.

But likes of LIO have AI embedded so it’s actually a cost saving and an efficiency gain. But the market view is anyone can do it with AI.

However, I don’t believe that is the case.

Just using AI to give dividend dates is problematic. Google and ChatGPT can’t even agree on them and both have been wrong!

AI is complementary imo.

What the market is missing is the huge savings that AI will bring to customer service centre type ops. Like insurers, call centers. I have mentioned this on the PHNX BB several times. There are huge efficiencies about to be realised from AI.

DLG’s AI bots outscored humans in customer trials consistently and they don’t work 9-5!

I see LIO as a beneficiary and more so if you buy it and combine models making further savings in a field where market share by accretion will be necessary to survive.

This early price action needs some TR1’s to substantiate speculation but then there could be fireworks!

Well up here now at last!

Usual caveats

Trek

Well selling and using the monies to buy the placing shares has been a good move if today’s rise holds!

Trek

Well like I posted I moved my winnings from here to UOG at .13p.

Looking to slice into news at +.2p

Been waiting for 8’s to buy back TXP but is the cash situation that is worrying me. I may just grab a small amount incase it’s placing first!

Grabbed some HEX today … I first tipped here at 10p and have now taken out over 2 free carries! But it’s buy time again imo.

GL

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Trek

Dear Mr Market Maker,

If you don’t hold a lot of stock and you want to discourage buyers on good news what do you do….

We hold or where possible drop the price… that’s what instant messaging is for!

Ok and if you have lots of stock for a share with average or poor news what do you do…..?

We ramp the price up to encourage buyers and then pull the rug…..!

Ok so oftentimes you do the opposite to what folk expect….?

lol!

Watch this move up towards the end of the day when it clicks. Folk are waiting for the price to rise before jumping in!

Usual caveats

Trek

£1

Trek

£1

Well I just added some more! Was NT at the open but managed to get some now over two trades.

Trek

I just added some more At 25.98p unbelievable! It was NT to buy 10000 for ages!

Hi Swissy,

I think we should see 30’s next week. But it depends on the production numbers.

Thing is we have zero debt so the revs are cash positive. They need to be enough though to daisy chain the next wells.

The big one is the hydrogen. If that is commercial the company will be sold.

There is a chance that we get bought on the helium alone as the big o&G players won’t want a tiddler with growth potential dictating prices.

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Trek

Bagzz with respect it’s what the RNS doesn’t say.

Think of it like an estate agent showing potential bidders around your new shinny helium production facilities and then showing them how many wells they can get!

Then of course mentioning hydrogen….

So yes August sounds about right but for the outright sale of HEX and a nice payday for Bo and shareholders!

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Trek

+£1

Yabba dabba do!

Trek

Better this way. We had a snag and it’s now fixed!

Now form an orderly queue. Sealed bids pleased.

Top two get to bid again and automatically go through to the hydrogen round!

Usual caveats

Trek

£1

TW. Up well today… no idea why. Still got my 99p average and a nice juicy divi!

Trek