Member Info for TrekMadone

As I read it they are updating the market that the regulator is not assigning any economic value to the tokens. They are just there for data purposes.

“ This regulatory position update, together with the description provided regarding the YELLOW token’s utility-only structure, supersedes any previous public statements, communications, reports, and documentation concerning the YELLOW token’s economic design and intended function‘

And it looks like that’s what is hidden in a complex RNS. I just don’t see how this is monetised else surely they would have made that abundantly clear - not the opposite!

Have had enough here now!

Usual caveats

Trek

Hoping is a good results leak!

Trek

“ A day late trek in the headers”

Lol Tro!

MDH have announced delays … ese RNS yesterday

It’s all good though for long term as ops ticking along sweetly!

Trek

Well Nick clearly has no understanding at how long these ops take or the regulatory process. I have lost count now of the delays!

But amongst all the huff there is a lot of very good operational news. We are making money now, have non dilutive options etc but the standout for me is…

“ In addition to confirming that it will accept higher levels of production, the offtaker has also indicated that it can work with M3 Helium to improve surface facilities, specifically by providing mobile pressure swing adsorption units at well sites to assist in purification of produced helium.”

Just make sure you understand the difference between indicated and specifically Nick. You shouldn’t right another hopes up RNS.

How many PSA’s on what terms and by when please.

That news would truly be transformational for the company as sourcing and commissioning those things aint an on the shelf item!

Usual caveats

Trek

But TRIG have told the market that they are open to deals….. next?

Trek

Interesting migration data…

https://www.voronoiapp.com/demographics/Global-Migration-in-2024-A-Snapshot--7204?utm_source=Visual+Capitalist+Infographics+%28All%29&utm_campaign=aaa9f37945-EMAIL_CAMPAIGN_2025_11_30&utm_medium=email&utm_term=0_-c03bd4382f-47045938&mc_cid=aaa9f37945&mc_eid=5222e6014c

“ Taken together, the data depict a world in which migration is no longer an exception but a structural feature of the global economy. Demand for labour, ageing populations in wealthy nations and persistent instability ensure that borders, however politicised, remain porous to people as well as to goods and capital.”

Trek

Should be a moaning Monday Tro,

Sneaking in before midnights with the heading! lol!

Futures down - where’s Santa!

HICL - TRIG merger off based on HICL moaning shareholders!

Gold hanging high tho!

Trek

I hold CORD Tro,

Fantastic results and more director buys yet typically the sp hasn’t responded!

Anyways the great British pub - I thought the budget was supposed to help cafes, pubs and the high street….

Apparently not!

https://www.bbc.co.uk/news/articles/cvgj85x380do

Don’t know what to believe!

Trek

Incredible!

Trek

It’s in re that this sp hasn’t really moved after those results and director buys!

I am adding here - grabbing the high yield on offer atm.

Sp will catch up soon enough!

Usual caveats

Trek

Ggp - great lil vid posted by paddy on Ggp bb

https://m.youtube.com/watch?v=Fzu1mpTDrq8

Trek

Good numbers today-surprised at all that growth!

Trek

Saw in budget govt to invest in data centres. Not much detail other than intent

Trek

Good set of numbers Rev up 7% on constant currency basis and 84m in cash. 140p NAV and high growth sector.

Directors buying bucket loads!

So undervalued.

I added on the pull back to 102 yesterday and remain a buyer!

Usual caveats

Trek

Struggling in Paris - office book there stressed due to political volatility. 2 potential defaults but it’s only 3m or 1% of book.

Note 3 - 3.3m loss on financial assets is a bit of a change.

38m of cash and a liquid bond pf ease any concerns of stress

Also having held off on the buyback gives more liquidity.

Steady divi not really growing organically. RECI is doing its job spinning off high yield. I am happy to hold at this sp/yield v inflation level but won’t buy more. I tend to spread it around.

Usual caveats

Trek

Let the numbers do the talking! Mr market will catch up with the directors soon enough!

Trek

UK NS budget…

Join the dots- batteries and renewables oh and probably Rusky gas/oil!!

We after all Europe has spent more on Russian hydrocarbons than in aid to Ukraine!

https://www.theguardian.com/business/2025/nov/26/ed-miliband-confirms-crackdown-on-new-north-sea-oil-and-gas-exploration?utm_term=6928040e0de7b8a519527177247ffe8c&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

UK NS budget…

Join the dots- batteries and renewables oh and probably Rusky gas/oil!!

We after all Europe has spent more on Russian hydrocarbons than in aid to Ukraine!

https://www.theguardian.com/business/2025/nov/26/ed-miliband-confirms-crackdown-on-new-north-sea-oil-and-gas-exploration?utm_term=6928040e0de7b8a519527177247ffe8c&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

Had the PIP number wrong

https://www.gov.uk/pip/how-much-youll-get

Don’t use AI use .Gov!

But whatever it’s the principles.

Trek

Nothing to do with earn I may buy back in later. But have learnt to sell and ask questions later with these stocks!

Will see how it goes.

Trek