Member Info for TrekMadone

Only 2.6 yrs to clear. That could be accelerated with the right disposal. But they also have extensions options should an acquisition come along.

4.1% is just above base and is very competitive even in this dovish environment. Remember the earlier deals were probably when base rates were much lower.

Makes a change for me to add the day before good news and just before the OB releases some analysis!

My average here is around 110 which I think will do very well income wise and may see some significant capital gains over the next few years.

Usual caveats

Trek

OB on RGL

https://open.substack.com/pub/theoakbloke/p/23-rgl-room-to-grow-in-2026?utm_campaign=post&utm_medium=email

Trek

One FOR nom!

Trek

One from nom….

MAFL….

https://open.substack.com/pub/theoakbloke/p/mafl-can-baffle?utm_campaign=post&utm_medium=email

Trek

Trump in the v unlikely event of buying Greenland would probably come with huge cash offers to Greenlanders. Then who’d run the mines?

It’s probably sabre rattling for a land grab and mining licenses ostensibly provide that avenue. At least to build from and later try and repurpose.

AMRQ is a gateway to Greenlands resources in pretty much every scenario short of occupation.

But be careful what you wish for.

Usual caveats

Trek

My buy at 101p shows as a sell - spread is better thank published

Trek

MDH - tro see my post over there.

Trek

550k admin most due to listing and RTO

1m costs in ops

1.55m owed.

325k cash

1.4m from Rost not only covers running costs but also leaves over 1m free for drilling!

It certainly opens this up as the wells are cheap and shallow…

‘ Being able to repeat the success of Rost with new wells in the Fort Dodge region would make Mendell Helium, subject to completion of the reverse takeover, a significant producer and also potentially a cash generative business.’

Given that the next well is drilled and needs our enabling tech that could - if it comes in yield cash pretty quickly. The landowner may also farm in

With 1.671m in trade and other receivables, assuming the debt will be paid on the RTO then when we factor in the £513k just raised we have plenty of cash at current burn rate to run admin well beyond the Feb IPO

Also this is key….regarding drilling a new welll….

“ Alongside M3 Helium, we will continue to progress these discussions over the coming weeks. They represent both a potential source of non-dilutive funding and an ability to expand M3 Helium's portfolio of producing well…”

The only thing me is for me atm is I can’t see revs clearly from the 5 existing wells into Jayhawk. But at 4m mcap with 115m shares and around 200m shares post IPO and fully diluted with warrants at a higher sp this is looking like a gem!

I honestly don’t think the market is awake to this!

Get a drilling deal done, the RTO and AIM listing and this is seriously off to the races!

Usual caveats

Trek

I know Tro,

But the libs aren’t middle ground either.

We can create economic wealth and share it with those that really need it.

Our neighbour has a severely handicapped child and they quite frankly need much more help than they get and then I know of a house full of adults all claiming independent allowance and one even gets the max!

Then the builder down the road does cash only, the Chinese takeaway will only take cash!

It’s not always the govts fault a lot of it is down to a forced reaction to irresponsible citizens - we just don’t see it though!

Trek

This is one of those where I have decided let’s just see what 2026 brings.

I picked my entry price at a touch over 4 and have decided to just let it ride.

The spread puts trading over short time spans down to luck and as we have seen today one RNS either way can move this significantly!

But with a fair ops wind and no major regulatory hurdles this could bag significantly over the year. Even from 6’s so I am sticking!

Usual caveats

Trek

Good vid Tro,

Uses hard data to show what we fear!

Joe blogs on the uk economic outlook......https://www.youtube.com/watch?v=QRYMLA_0g5A

Labours tax and spend is really gonna cost us - from one flipping extreme to the other!

Capitalism with a conscience anyone…. You’d get my vote!

Trek

ARV - great RNS there 2 x IOCG potential targets, grant and farm in!

In Guardian today

Brexit woes!….

Gotta show paper trail for carbon….

“ It will apply to scores of products made with steel and aluminium, including washing machines and car parts, under plans Brussels announced on Wednesday. It will also apply to fertiliser, cement and energy exports.

While the UK privately expressed hopes of a deal before Christmas, industry insiders say it was never in the realms of political reality.”

https://www.theguardian.com/politics/2025/dec/21/uk-failure-to-seal-eu-tax-exemption-hands-industry-mountain-of-paperwork?utm_term=6948fbf3c41599ab4e0438985d3e10cd&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

What a sht show on top of tariffs and tax increases!

Trek

What a great deal on the asset swap! Much more yield!

Trek

This looks very promising. The mags are outstanding and v similar to Olympic Dam.

I guess you could say we have two visible IOCG’s! lol!

Frontier expo in Oz within a sought after geography, with a grant and a farm in option is about as good as it gets for a micro-cap!

Usual caveats

Trek

“ Offtake - discussions with industry leaders…”

No wonder Bo has been busy. He’ll be able to pick one or more.

“ Hydrogen potential - Helix is in active discussions with several globally recognised Tier 1 partners ….”

Imo this deal would come as a farm in so funding won’t be a problem.

“ Helix has acquired additional leases….”

More leases bigger footprint, known anticline geology, huge fairway and source rock = more wells = economies of scale = more cash longer term = more likely a payday via buyout!

“First production = more opportunitieS…”

Loving all the plurals!

Usual caveats

Trek

£1

Can you imagine our defence secretary saying this…..

“ US Defence Secretary Pete Hegseth said the operation "is not the beginning of a war - it is a declaration of vengeance.

"If you target Americans - anywhere in the world - you will spend the rest of your brief, anxious life knowing the United States will hunt you, find you, and ruthlessly kill you.

"Today, we hunted and we killed our enemies. Lots of them. And we will continue," the US defence secretary added.”

Nah coz we can’t back it up and there’d by IS flag waving and sit-ins on the North Circular!

Trek

Think it’s more of a case of walking a fine line with the wording due to their over enthusiasm!

Come back to bite them on the bum now!

But in terms of physical metal what’s there is there. It just needs the remaining RC assays that hasn’t really changed.

Where there’s gold there’s gold as proven by those assays so they therefore keep the word ‘discovery’ in the RNS.

Where there’s just a ‘wet patch’ we don’t know that the ‘business’ was done yet until we get the test results no matter how much they talk up the encounter!

Usual caveats

Trek

Https://www.trustintelligence.co.uk/investor/articles/podcast-trust-issues-investing-in-digital-infrastructure-with-cord-s-steven-marshall-retail-dec-2025

Interview

Trek

Norges bank increasing

Trek

AMRQ interview with Charles Archer.

https://thatstocksguy.substack.com/p/in-conversation-with-amaroq?triedRedirect=true

Nanoq looks Hughes based on drills so far and geophysics 25k of high graded 2-4 m thick and shallow! More likely deeper.

Yet to be proven but it’s matched the modelling and surface samples!

100p tested again today.

Eddie Wyvill says SP significantly undervalued but ops align with Lassonde curve and next two years will see a significant rerate of stock price!

All caveated of course but very bullish!

Also company is being continuously approached by sovereign players wanting to help but they are holding off whilst plans are developed and managing capital prudently.

So much in the vid.

For transparency AMRQ is now my highest position funded in part by profits from SEPL and Hex where I sliced as both more than 100% up. So if you like got a mostly free carry on AMRQ. Will add more on any weakness.

Usual caveats

Trek