Member Info for TrekMadone

Well said geeforce. This stock is only for those willing to break all the rules of financial common sense for the sake of the amazing science. It’s what makes it so compelling.

But what an achievement though 2 years of research grant funded and from the LA hospital income!

Remember though, even many don’t like it we have a sugar daddy with deep pockets and lots of skin in here. Well the whole family are now vested!

Really needs a deal this one. That will probably depend on the phase 1 results which makes this a high risk play mitigated by the IB software where we have deals.

0.5p or 50p? I am having a bet on this one and not worried too much about the 1p-3.5p in between range! Lol!

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Trek

BOWL - I don’t hold but it’s a great canary stock! Bit like housebuilders/cruise companies/leisure etc but its not one that comes to mind for peeps a bit like PIER.

Now PIER has some catching up to do. Will motor through 70 imo esp as weather picks up. Then ya dump it when everyone talks about how busy it is! I know I’m aweful!

Sold BWY topped out for now imo. 200p per share profit that’ll do May have another go there later. Gave me a chance to grab more DEST and DEC ahead of next xd.

SNG up on nothing Friday now down 20%. Hardly surprising but I hope they do well as that one paid savvy investors a fortune during covid!

Ignore the rampers and never stay all in for results wether it’s a phase 3 or a drill or a contract decision! That goes for DEST as well!

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Trek

Harl!

Watching IM os looking in. I always worry with anything that is major contract dependent. Just had IM feasibility study. 168m + extras. They only have 100m debt financing access. Amazing project though and ROI likely huge but as always let someone else deal with the dilution, debt, or however else they arrange to pay. Then buy imo. Just like DEST.

Existing holders have suffered all the hard work jump in at the bottom when there is more clarity around the financing. Well that the way I mostly like to do it and it’s not fair!

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Trek

Only IQE, the cardiff ‘chippy’ but stayed away. Supply issues/recession worries at time.

Outlook may be improving and sp looks on floor!

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Trek

“ Despite some companies’ plans to decrease rig counts, the U.S. Energy Information Administration (EIA) raised its forecast for crude output growth this week.

As per the EIA, U.S. crude production is expected to increase from 11.9 million barrels per day (bpd) in 2022 to 12.5 million bpd in 2023 and further to 12.8 million bpd in 2024. This is compared to a record of 12.3 million bpd in 2019.

Furthermore, according to federal energy data, U.S. gas production is projected to increase from a record of 98.09 billion cubic feet per day (bcfd) in 2022 to 100.87 bcfd in 2023 and 101.58 bcfd in 2024.”

https://www.share-talk.com/baker-hughes-the-number-of-rigs-for-oil-and-gas-in-the-us-has-decreased-for-the-third-consecutive-week/?utm_source=mailpoet&utm_medium=email&utm_campaign=weekly-stock-market-news-from-share-talk-1

Trek

Gotcha….TENT. Huge nav discount! Charges not to onerous.

CSH similar profile. LGEN recently took a big stake. Social housing. Govt pay most bills. SP on its knees but money comes in and +9% yield, quarterly! I don’t hold but had a dig. Just can’t do it all!

Cheers

Trek

Thronegames

“ One thing that bothers me about DEC at the current
share price is that the BOD may decide that the current dividend is simply too high. This thought is niggling me!”

Remember they just increased the divi though so would be odd to cut now.

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Trek

Copper article good graphics

https://elements.visualcapitalist.com/sponsors/copper-development-association-spotlight/?utm_source=vceweb&utm_medium=email-prem&utm_id=vce-cda

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Trek

Copper article good graphics

https://elements.visualcapitalist.com/sponsors/copper-development-association-spotlight/?utm_source=vceweb&utm_medium=email-prem&utm_id=vce-cda

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Trek

Hi Temple,

I picked up more DUKE today. Been buying gradually. I sold em when the energy bills went up but now buying back in. Actually have more now as noticed how well they held up on down days.

Also bought DEST. Big price disconnect imo, it’s a biotech so growth not yield. Just raised cash and done milestone + royalty deal with bigger player and price well below placing atm. Worth a look if you have a risk pot.

Can’t find anything on TRENT.

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Trek

I am surprised it finished blue today. Been pretty much flat to down all day and I couldn’t sell 50k at the end.

I think there is a bit of a overhang from the placing. They are being dripped in and taken up.

This could bounce pretty strongly back to 35p soon. Similar happened after AVCT’s recent placing. I don’t hold there anymore having taken the bags as an early investor but follow the sector.

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Trek

“ sometimes they dont report until they have reached their target sell off level..... so if they aim to sell down 2% they notify when that has been achieved .....sometimes because they have instructed a broker to do the selling for them and then wait for the broker to complete ...and then report”

This is incorrect and would put them in trouble with the MAR!

Each notification for PAY as UK listed is at each 1% crossing for over 3%. See DTR.

From FCA handbook....DTR 5.1.2 sub para 1

“(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R“

https://www.handbook.fca.org.uk/handbook/DTR/5/

Notification process….

https://www.fca.org.uk/markets/primary-markets/regulatory-disclosures/shareholding-notification-disclosure

I have exited today having traded down. The chart is so bearish now. I lost around £500 on my last 5k shares and parked it in other income plays and topped up at DEST.

I will await results before buying again. I expected some SP action after the APP deal bedded in but there’s been zilch and the SP has declined in a rising market. Can’t win ‘em all!

It’ll now do that 20p in a day rise!

Good luck guys,

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Trek

I added more below 21p. Shows as sell. See another opportunity coming in the run up to expected news to trade some and hold some!

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Trek

The other testing is Casca as I understand it. They need a rig to test and a pencil to fill in the paperwork. That’s what could end up holding us up. Lack of pencils in Trinidad!

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Trek

Added 16k more at 30p and a bit!

That’s my third buy now.

Will wait until next week for the next one in case it dips below 30. Good liquidity here though for small mcap.

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Trek

More on London - nyse value gap…

https://www.standard.co.uk/business/britain-s-biggest-companies-would-be-worth-ps460-billion-more-if-they-listed-in-new-york-ftse-100-nasdaq-s-p-500-dow-jones-b1074084.html

Biggest firms could be worth 460bn more in NY.

Ok so that makes our income stocks cheap to buy. My income pf now yields 10.5% so I am not complaining!

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Trek

Good move HH I did well on DPH from 1900. Was a forced sell for me but made good return. As it happened they eventually went down from 4000. Very much linked to economy a bit like housbuilders but lag them.

I still have some ‘powder’ ready for DEST been hoping for 28p. If it don’t come after the results I will go all in so don’t push the price up!

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Trek

PBEE I don’t know too much about them but looks like chart taking them back through 120. Good return from 97p. They are also lagging sector so have a sector tail wind!

They could emerge as a bit of a disruptor especially as folk loose faith in the banking sector. They are loosing about 10p per share atm but losses are reducing rapidly due to high customer retentions and growth. 117k customers to 183k over finals but interestingly website says 175k customers atm. AUM has also grown.

I think they will do well from self employed and also for small businesses that have to offer pensions. It’s a simple model with a snazzy website. There’s bound to be more regulation which I see will benefit draw down providers as it’s much less risk.

I think it’s one to watch for a steady eddy with growth and very likely regulatory tailwinds!

Oh hardly any posts there as well! Lol!

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Trek

My apologies, the $1m will appear in 23 accounts in trade and other receivables. The 22 accounts are tax credits.

From the 24th Feb RNS it’s a condition of the deal…

“ · an initial upfront payment of $1m;”

It’s easier to see in slide 4 on the link that EquityDevelopmen posted below.

EquityDevelopment are also of the view that there is plenty of cash but have factored in an additional 1m payment for XF and estimate the year end cash of 5.9E for 2023E and 2.9m for 2024E. These 2 x 1m but not the 19m.

It really makes for a compelling investment proposition at this level as so many biotechs have great operational prospects but come up short on the financials and end up with a death spiral finance and/or have to give too much away.

Here the losses as far as I can tell have been born by equity holders around 26m!.

There are around 8.9m share options outstanding at a higher sp. These are performance related and amount to around 2.75m at the current SP. I cant see any CLN’s or warrants looking back at the RNS’s but haven’t read any listing papers as still topping up my research here. But I am more than comfortable buying.

Great if anyone has spotted anything warts n all! But then I guess they’d have sold! Lol!

They have posted yesterdays call on investormeetme for those that want to view.

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Trek