Member Info for TrekMadone

And a nice summary of Ukraines recent success!

https://youtu.be/-zHxifkzzOU

Nitz

Happy Christmas!

Trek

Patriots in Ukraine no idea about veracity but interesting vid

https://youtu.be/Fa0GgX_gKl4

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Trek

Meta……

What a cop out! No prosecuted and a pittance fine! Someone should have gone to prison from Cambridge and Meta!

“ Facebook owner Meta has agreed to pay $725m (£600m) to settle legal action over a data breach linked to political consultancy Cambridge Analytica.
The long-running dispute accused the social media giant of allowing third parties, including the British firm, to access Facebook users' personal data.
The proposed sum is the largest in a US data privacy class action, lawyers say.
Meta, which did not admit wrongdoing, said it had "revamped" its approach to privacy over the past three years.
In a statement, the company said settling was "in the best interest of our community and shareholders".
"We look forward to continuing to build services people love and trust with privacy at the forefront."
Tech author James Ball told the BBC it was "not a surprise" that Meta has had to agree to a serious pay-out but that it was "not that much" money to the tech giant.
"It's less than a tenth of what it spent on its efforts to create 'the metaverse' last year alone," he said.

https://www.bbc.co.uk/news/technology-64075067

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Trek

Nice read posted by eviking on Tecan

https://bisoninterests.com/content/f/2023-outlook-buying-the-seasonal-sale-in-oil-gas-equities

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Trek

Nice read posted by eviking on Tecan

https://bisoninterests.com/content/f/2023-outlook-buying-the-seasonal-sale-in-oil-gas-equities

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Trek

Txp top pick so much so I emailed my neighbor my research and he and his brother bought.

Sub 60p is literally insane! It’s not gonna 10 bag next year like some dreamers picks but it will go through 150 easily as long as there is some logic when cascadura comes on.

Lots of drills lined up cascadura deep already have gas, Royston already have 30API crude! Both priced as expo when they are really closer to development drills. A defo future divi payer. A few of us from SAVE (at 8p average) are in TXP.

Then Kraken drill end of 23/24 targeting Suriname Guyana size play. Same fairway as Exxon and Totals huge discoveries. Same tectonics, we have excellent geo guy. Txp well under radar as well.

I am over 150k shares now and will buy more in Jan! Divi payer of future like Save!

But honestly don’t overlook TXP it won’t be a potential HE1 but it ain’t going to tank to zero on a duster like he1 could albeit now more unlikely. Also for HE1 look at the news from DME and NHE to get a feel. Both helium.

Arctic bomb….more gas yep I added to DEC last 3 days and sod all! Lol! Actually gone down but will bounce.

Look at their chart lows repeated JUL, Dec, JUL, Dec next repeat will be a climb to 140 over next 4 months I hope!

Logic to my madness! Lol!

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Trek

IGE are security & industrial 3D scanners…

https://www.3dx-ray.com/

Yu group only have 17m shares in issue 90m mcap so a bit like PLUS (I held) 93m 1.6bn mcap.

I mention plus coz it goes both ways they dipped and scarred the sht outta me!

Yu benefiting from energy bubble.

Nom,

Once downloaded does your url thingy work across brave and safari or do I have to just move everything to chrome?

Probably explains some of the weird phone calls I get! Lol!

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Trek

I notice IGE having a bounce. Recovering lost ground. Fab tech I expected it to benefit from the reopening a bit like WSG as charts were in sync but good old finance and contract news kept it down. It’s now caught right back to WSG. So this rise has synced them again. Lol!

https://www.google.com/finance/quote/WSG:LON?window=1Y&comparison=LON%3AIGE

I like doing the compares. It’s strange how so many stocks move in sync often irrespective of news they just follow a wider invisible force!

Still nice end to the trading day I bought some more PXC at the bell and they then go up 10% heading for a 25p finish! Talk about recovering lost ground. I traded my average down to a tad under 26p from over 40p!

Buy and hold seldom pays you just seem to loose money as prices drip bar a few exceptions.

Hence the need for income stocks as the ftse looks like it’s gonna finish right back where it was 5 years ago. Unbelievable!

https://www.google.com/finance/quote/UKX:INDEXFTSE?window=5Y

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Trek

Sorry forgot link!

https://www.theguardian.com/environment/2022/dec/22/target-date-for-cleaning-up-waterways-in-england-is-moved-back-by-36-years?utm_term=63a56a6b17e955af30b0e74af0af300c&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

40p should have been the floor here given the capex spent and progress made. It’s just been a terrible market for small caps esp the last year. Still it may have another pop at 30p before news. But main thing is 30p feels more likely than 20p now! Hence all back in before those ADR’s fire up!

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Trek

Our waterways….even though I was a remain voter this has sd all to do with Brexit it’s about money and will to do the right thing!

Target date for cleaning up waterways in England is moved back by 36 years!

“ Until Brexit the UK government was signed up to the water framework directive, which required countries to make sure all their waters achieved “good” chemical and ecological status by 2027 at the latest. The UK government later reduced the target to 75% of waterways reaching the single test of good ecological status by 2027 at the latest. The target for the majority of waterways to achieve good status in both chemical and ecological tests has now been pushed back to 2063, according to the documents.

By 2027, only 4% of waters are currently on track to be in good overall condition.

The Wildlife Trusts said the new river basin management plans were the third instalment of proposals to restore nearly 5,000 rivers, lakes, estuaries and coastal waters across England. Both previous plans from 2009 and 2015 were supposed to oversee the recovery of a large proportion of these waters by 2015 and 2021 – but the targets were missed and pushed back.”

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Trek

Well let’s hope so! I do a bit of youth work and honestly the kids have absolutely no idea or more concerning no regard for their own data or it’s value!

So for byte dance to write this it’s imo an admission of poor data integrity and who paid the employees to leak the data?

“ He said the company “will continue to enhance these access protocols, which have already been significantly improved and hardened since this initiative took place”.

Chew said that over the past 15 months the company had been working to build TikTok USData Security (USDS) to ensure protected TikTok US user data stays in the United States.

“We are completing the migration of protected US user data management to the USDS department and have been systematically cutting off access points,” he wrote.

https://www.theguardian.com/technology/2022/dec/22/tiktok-bytedance-workers-fired-data-access-journalists?utm_term=63a56a6b17e955af30b0e74af0af300c&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

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Trek

I have been watching this one for a while. Can’t do everything it got away!

I see 800p here. Expecting a pullback below 500p but breaking through 500p has made its intentions known.

Next run could go to the base of the 2018 highs.

Small float and fundi’s are driving it but sometimes TA has a strange way of playing out.

Well done those in here! GL

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Trek

I am watching SEpL like a hawk. I sold 7k shares yesterday that I bought in the low mid 80’s to get my average there down.

It’s a solid income play. Around 85p yields near 10% Pa paid quarterly.

They have new pipeline on line and production imo is going to be well ahead of last guidance which disappointed. You also have the hope of an Exxon divestment to SEpL or else they get their cash back… win win!

But the divi is well covered. They could double it but are keeping cash I suspect because of uncertainty with Exxon.

I think Russia will struggle next year with output after an accumulation of sanctions. I get China slowdown but oil isn’t being found and the price should at least hold up. I model SEpL on 60 but it’s done well much lower.

Sp pullback has been overdone imo has been orchestrated to flush pi’s. Flipping ALGO’s we’re on steroids. Obvious MM liquidity scheme. Hence the bounce.

Why did I sell some. Still got plenty and think it may go back to 90 giving an opportunity to grab more. If it runs away so be it!

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Trek

I added 25k at the bell. Yesterday was early signal of technical bounce imo. Hoping 23p near floor.

As we know this can move fast and any sniff of finance it will bag plenty from here.

US needs own metals. Biden’s trillions in infrastructure spend will filter down next year!

Looking forward to presentations next year. I am now back to my full holding here having traded a few to work my average down.

Defo one of my top picks for 23!

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Trek

Dai, nah avoid I used to be invested. Got out with my shirt after dear Graig suddenly passed.

Look at the previuos RNS as well. ‘We are pretty sure the source of alluvial gold is here somewhere’. They will need JV which will mean giving lots away and/or loads of cash. Gold all over but no route to production.

If you want a small cap goldie. GCAT is the best play, Kenya/TZ. Just raised their mcap in cash on non dilutive terms based on forward gold sales. Sp getting hammered atm as 3month delay to finalising extended mine commissioning.

It’s really no big deal. They are producing atm with 2kOz target.

Have just undergone huge DD from two investors before putting forward $13.5m in cash to be drawn down!

Getting in now will also give plenty of slicing opportunities ahead.

Or if it’s copper you want in the tiddler space. PXC I just added 25k. They have a years cash and are exploring non dilutive finance next year. If it comes off they will rocket. Huge polymetallic mine in US + other smaller mines. Still drilling check out their corporate presentation. Also v under radar.

Due a bounce soon. Shares went up 3p yesterday and pulled back. TA bounce is on imo.

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Trek

GFIN’s results out. Hope no one notices!

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Trek

Just 10% sold for me. This run may have legs on back of good industry news in Nigeria.

I was also fully invested in the markets atm so it made sense to have some in cash over the hols for opportunities or safety!

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Trek

I just sold 7k shares into the close for a tad over 100p then it’s shot up 2p more immediately after my sell!

I had added those in mid-low 80’s so not bothered if I pay a few pence more but seeing if there will be a slight retrace after this run. It’ll probably come much later now!

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Trek

No idea why it’s up 3p now in one go. Sd all volume.

Someone may have had to break a 70k buy down but really up 14% on that?

Always weary of shares going up or down on little volume. Still needs RNS on finance to light this one up big time!

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Trek