Member Info for TrekMadone

Topped up with the trading pot on the pull back. Just for an in out trade. Isn’t the idea is to sell when folk are buying and buy when they are selling? Anyways I will be happy with just 40p a share this time rather than 90p last time.

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Trek

Interesting view nom.

From a personal perspective mine costs 4.99 pm for unlimited call, texts and more data than I can use. It’s also helped me make life changes some from investing! It was £125 recon second hand yesterday model as I don’t need the bells and whistles.

So mine has defo cost in!

Nice RNS at HEMO today. For anyone into biotechs defo put on the watchlist. Wait for the ramps to turn into a cash call though, then look to get in at around the placing. Doesn’t matter if you pay a little more as the sky potentially is the limit there!

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Trek

“ Apple CEO Steve Jobs gave the world its first look at the iPhone — as well as a glimpse into a radically different future of personal computing and communications — on this day in history, Jan. 9, 2007.

"It's not just the bestselling gadget ever created: It's probably the most influential one, too," Wired wrote in a 2018 retrospective of the first decade of the iPhone.

"Its influence goes far beyond other phones — the infrastructure that made the iPhone also enabled drones, smart-home gadgets, wearables and self-driving cars."

In hindsight a truly transformational event!

https://www.foxnews.com/lifestyle/this-day-history-jan-9-2007-steve-jobs-introduces-apple-iphone-macworld-san-francisco

Trek

Looks too good to be true. It seems that Heritage is more than happy to settle for 20% piggy backing TXP’s know how and grab some probably needed revenue. The revenues from the swap could also be used to offset their 20%.

Add that to when Casca comes on line I think I can see what’s in it for them. On first look the deal looked all TXP.

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Trek

Hi PP,

The penultimate chart from of this article shows the disconnect between physical gold and miners. 85% just to catch up!

https://aheadoftheherd.com/the-coming-cashless-society-and-gold/

I tried plotting GDX v GDXJ and gold but the GDX stocks are two selective however you could see a clear lag from 5 years ago with the majors leaving juniors behind.

Anyways I will leave you with this snippet….

“ We also note that the gold sector does very well in a post-bubble contraction, like we are currently witnessing, even outperforming bullion.

Hat tip to Bob Hoye from ChartsandMarkets.com, via 321gold, who writes that, [G]old stocks underperform and then get trashed on the initial phase of the contraction. Both have happened which is setting up a lengthy bull market for the sector. Golds will not just go up but could outperform the S&P for many years. Indeed, fund managers who would not normally position golds, will have to own them.

This confirms what I’ve been saying for years that, historically, the greatest leverage to an increasing gold price is a quality junior. ‘ ….!!!

Anyone know a quality junior that produces and explores in s stable juro and is cashed up? Lol!

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Trek

Hi nom,

On point 3, that’s the point of the $60 price cap. So if you can prove you didn’t spend more than $60 the EU/US will allow onward transportation and sales of Rusky oil by providing insurance. If you paid more the insurance is void & appropriate ports should lock out.

Re the second part. Oil in ground/temperatures etc you are correct. Probably understating the issue because we have to factor in the lull in demand with Chinese lockdowns. Don’t confuse price with volume (not saying you do).

You also have to add into the mix the impact of sanctions, brain drain, big oil shunning the Kremlin + OPEC cuts with the reduction in Chinese demand meaning taps in Russian are wound back.

You then get an accumulation of issues from cold to parts to choking to lack of maintenance etc. So borderline or higher maintenance wells which aren’t really needed suddenly become impossible to reinstate to their former glory.

So we have to make a productivity decision. What wells do you keep running what do you cull, what can you mothball.

That means you switch off ‘borderline’ wells and run the most efficient ones flat out! It’s a decision if they haven’t already made they will eventually arrive at!

Now China lockdown is eased so they want more oil. So Russia now or eventually needs to flex back the ‘lower productive wells’ as they cost in.

They can’t as they had to make a decision earlier to focus their depleting resources on the most productive wells! They also have the accumulation of small margins with sanctions and draft to now contend with!

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Trek

June futures over 19 now…

https://www.marketwatch.com/investing/future/gc00

Trek

“Mad dog’ surfer dies

https://news.sky.com/story/marcio-freire-veteran-brazilian-surfer-one-of-the-mad-dogs-dies-while-riding-waves-in-portugal-12780977

Trek

The next Olympic newcomer?

https://www.cnbc.com/2023/01/05/pickleball-popularity-explodes-with-more-than-36-million-playing.html

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Trek

Some large indicative sells gone through today. Hopefully last of Abrdn!

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Trek

Sounds like a nightmare scenario Lex!

We have much much more than the potential at Royston! Lol!

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Trek

Blue, my divi in ii was in GBP. I emailed and asked if you need to compete the currency election form they said not as it’s converted automatically.

All mine are in Mrs Treks ISA which may make a difference.

I3E, I held it and sold after serenity duster was it. They sure have got their act together since but I would avoid anything in the UKCS now due to tax and regulatory concerns. Many African countries have much more stable tax systems now than the UK! Or better still the USA.

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Trek

US wages gains softer than expected. Ameliorates Fed hawkishness. DOW up Gold up.

There will come a pivot point for gold stocks soon based on POG. A bull market will then return.

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Trek

“ Noticed DEC also responded positively, i know a few here hold.”

Sure do I think it was evi that led me there, apologies if it was someone else. But that’s one of the things I like about this BB lots of range of ideas and views. Also the macro and current affairs. Especially as it all usually links in.

Re the jobs report and DEC you are spot on. DEC seems to be developing more macro links.

In a world where bad news is good it’s oftentimes difficult to fathom!

It seems the market fears higher rates more so than inflation!

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Trek

‘ Does anyone know of a stock with great fundamentals and seriously undervalued??

On a risk return basis. TXP, GCAT & PXC in that order.

Oil & gas, Gold, Copper & other metals. All in safe jurisdictions. Trinidad & Tobago, Kenya & Tanzania, USA.

For sure there are others out there but these aren’t hype type moon stocks, they are the real deal.

The first two are fully financed, the third is in the process of raising additional finance but has cash for a year. All have transformational derisked assets and great teams. They have a strong chance of multi bagging capital gains over the next year. All are at the bottom of their charts and just need to get to where their highs were to multibag. The recent news events hasn't really been factored in yet. They all have potential to go well beyond d recent SP highs.

Anyways it’s best you look at the corporate presentations rather than me ramp them.

Taken a small amount off here now. Had an insane run and looks like the first of Eliot waves forming. So next step could be a pullback so gone back to equal weight from overweight.

I was heavily exposed with last buy so grabbed a little profit. Still keeping a core position and now more comfortable.

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Trek

Been a cracking first week of trading,

month/year highs reached at…

CAML… going nuts atm! Giving me over 10% yield set to increase!
PXC…recovering from 22p, now I’m well blue having averaged down to 26p
Yu…..more to go but I banked some profits from 483 to tip into DEC
SEPL…had a superb run. I bought in 80’s and sliced at 102. SP Pulling back now. I’m getting ready for another go in 90’s ready for it to break 110 on the next run. Nigerian production is up with new pipeline yet it’s not in numbers yet.
CNIC… only grabbed a few and will sell 160, when will it top out though! Will tip into more DEC.

NCYT….a nice 20% trade. It’s now back to where it was after the 2nd days rise to 100p.

And of course my tip for the year the mighty TXP! I added to my YOLO stock (100% of my ISA) in the 50’s as low as 53/4p and more in the 60’s this week!

Disappointments so far SP wise for GCAT, although I am blue it hasn’t held its gains. Market doesn’t seem to trust they have the loans. News due soon and I expect a confidence note will be tagged on the RNS.

Also DEC disappointing but it is fitting the chart where history is repeating a December low and January recovery. Hence I added there. I will re-run my divi cover metrics after their Feb trading update. March 2ish is xd with the new higher divi. I am getting well over 10% after taxes! So fully intend to hold for now. Even with a weaker economic macro and warmer weather. The new EU sales opportunities should make up for that. Esp when the US LNG plant comes back on end of Jan.

PAY also taking longer to come back but again no reason why it shouldn’t. I grabbed more in 480-490 so can sell them later and recycle to improve the average. It’s a good divi payer.

IQAI is was and always will be a punt! Now a painful ‘punt’!
ONC I bought back in 40’s. Small amount will just hold a few until sales confirmed then may add.

All the rest are well into the blue now as larger mcaps where I traded to low averages with last years volatility so I don’t have to look at them now. Well I flipping hope not!

The plan is to just get a few more over the line and then can then chill and take the income from an income pot that’s taken years to build and will slice the others to add more income as they mature.

You never know I may even be tempted to buy back some HE1 once sentiment is really on its knees. Just for fun though! We’ll see…

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Trek

9 one trades here to start the day. Those are often MM liquidity trades to get a stock going.

I think we have a background buyer.

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Trek

“ According to a recent paper, Chinese researchers claimed to have discovered a novel method to break the Rivest-Shamir-Adleman 2048 bit (RSA-2048) signing algorithm present in blockchains and other security protocols. RSA is a cryptographic technique that utilizes a public key to encrypt information and a private key to decrypt it. ”

Not long now before the Chinese can nick all the Bitcoin!

And hack two factor identification!

Mrs Trek has already hacked mine! Lol!

https://cointelegraph.com/news/quantum-computers-may-soon-breach-blockchain-cryptography-report

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Trek

Rising SP and indicative sells have been far outweighing buys f-r a while now.

PI’s selling II’s looking at metrics, improvement torisk and taking a longer term position imo.

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Trek

“ On the main account I made around 3,500 trades in 2022.”

I was near 2000 on my well it’s actually Mrs Treks account!

All my holdings are TXP. I just use the free credits to add more TXP each month now! 100% YOLO! Lol!

Looks like the trading winner is Abrdn….stupid name though! Lol!

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Trek