Member Info for TrekMadone

Likewise sht day today esp on back of the bullish wall street!

50% blue 50% red for me.

I sold 33% of my AMRQ. Was up but just had too much risk in there. Can sustain the shock if the rest go tts up! So put rest into income.

Thankfully I added more grainger (GRI) just before Mike Ashley came along with his £40m odd CFD! wtf!

With gold down and bond yields down you’d think high yield like renewables would move but they are proving studdorn du to the political uncertainty.

North Sea oilers down with the rest of oil. I guess we will be buying Venezuela and more Russian Hydrocarbons rather than using domestic hydrocarbons and renewables!

Trek

Need to sell the US assets and put it into the ground at SA imo.

That would be fireworks!…

It’s why I haven’t sold them all yet but did slice some earlier. Rest can ride now or I will add if it happens to be below 4 when I have cash.

If not still good!

Trek

New man takes helm soon - should see a lift!

Trek

I got some at 179. Been a gradual buyer here as a quality divi paying company.

3% cfd is some conviction!

Trek

TXP - taken profits 40% in a few days. Will prob pull back at some point. They always do. 11p placing resitance ahead. Settled for 10.5p and a bit. That’ll do!

Back for another go later!

Trek

Nobody knows.

He would probably look after folk but if that means a payout then there’s nobody to run the mines!

Would more likely be us companies to accelerate mining but they would have to do that legally as there are American shareholders as well who could litigate.

Would just be a mess and highly likely that the sabre rattling is to start legal negotiations for a deal of sorts.

All a long way off and conjecture- I doubt the us public would support use of force.

He also wants Canada as well remember!

And they have no troops in Venezuela so they are hardly running the place. More like keeping China and Russia out!

Usual caveats

Trek

251=8.76% yield

Trek

Just sold my Ggp to buy some income. I know I will prob regret it but it’s been a really good run.

Got other gold and copper small cap plays but need to take opportunities to flatten my income profile. It’s prob going to 600p but can pull back as quickly. If it does I may have another go.

My TXP and PXC buys doing exception in just a few days so can have a jiggle if/when they look peaky!

Trek

Ashm same sector seem to be doing ok.

I got 251 ish will target 260 to trade out. Can add one more lot if it goes lower but this looks silly now!

Will leave core in for recovery as news saying there is a rotation from index to managed funds. But yet to be seen in SP’s!

Usual caveats

Trek

I sold bought in 250’s on last drop and sold in 260’s … got my average down a tad.

Will try again as reaction to broker notes are oftentimes short lived.

Trek

Spreedex adding to their CFD position here probably to hedge leveraged long positions with news around the corner.

Usual caveats

Trek

Been hard work but traded down here to 51.5p thanks to low trading fees and no stamp!

Trek

UOG - spreedex holdings. They increased their CFD there. I expect they are covering a few longs as folk leverage positions expecting a pop on piston coring results.

Trek

And TXP on great RNS.

I bought some at the bell for 8p as a trade

Trek

Https://open.substack.com/pub/theoakbloke/p/a-jab-in-the-soul-our-plexus?utm_campaign=post&utm_medium=email

Trek

I looked at Ssit when it was in doldrums. Didn’t buy. Doh!

I have found that SMT have bought a stake in Revolut as well. I will prob go with them now.

Would like to buy some. SATS. EchoStar. Look at the chart!

They did a licensing deal with space x who paid 50% in stock! It’s a huge amount of their mcap. They also give access to 5G roll out.

If stock comes back a tad I may get a few quids worth.

Both would be just to sell into the IPO if it happens.

Trek

Wanted to get some leverage to spaceX….

These have a big position in terms of their pf and also hold revolut. Both big ipo canid for this year.

https://destiny.xyz/tech100

So having worked it out ii don’t trade them! Flipping useless. This is about the 4th US stock I wanted to buy and can’t. There’s also loads on london they have sell only for now!

Others to get space x are MNTN, USA and SMT. GROW has Revolut

Trek

A hydrogen discovery will imo be the game changer!

Trek

£1

respectfully buyhold, (i like your handle!)

don’t ever assume. there are regulations. dtr5.1 applies….

https://handbook.fca.org.uk/handbook/dtr5/dtr5s1?timeline=true

but then pxc is another company that doesn’t bother to comply and as usual it’s another company that the regulator doesn’t bother to apply compliance coz it’s on aim and they just don’t have the resources. or to quote their reply to me ‘they like to educate in compliance’. then when i gave an examples of the same holder repeatedly ignoring tr1’s they didn’t get back to me other than an auto ‘too busy message’! that one was the woodford sales!

so investors here that don’t like my trading posts or hard graft trying to work out the next finance takes and have their heads in the ‘hold and hope sands ‘ remember this. i am now £600 up on pxc lol!

that’s actually not bad having been seduced by this ***** since the 15- 20p days!

but i am here to invest and make profit and realise i need to adjust my price point!!

i do trade a bit (ok a lot!) and that seems to inexplicably pss people off which is a mystery to me! i mean look at the five year charts here!

i mean wtf is the point of a bb if you don’t share all views…!!

i am/was gonna put £10k in pxc … so um … i wanna get lowest price or be somewhere in the uptrend..

ok if you don’t like my posts let’s change the narrative… here goes….

empire is only 1% proven and once finance lands it’s nailed on that debt will be repayable in two years, expansive drilling and increased metal prices will substantially improve npv prospects. we retain our buy rating with a 10p target price (tp).

which do you really prefer.

rampy bs or a traders view?

most can’t bring themselves to tick my posts up coz they are not rampy but i hope they are balanced. remember i do hold. but that doesn’t mean i stop calling it as it is !

and for those that do t know me i make a living in this space!

good luck to all…

usual caveats

trek

Https://www.fool.co.uk/2025/12/31/a-50-discount-to-nav-makes-this-reits-9-45-dividend-yield-impossible-for-me-to-ignore/

Trek