Member Info for TrekMadone

Didn’t notice earlier but the 2k share top up at 08:05, 121.633p is my buy. Not a sell. Took advantage on the reduced spread!

Trek

Stonking numbers! Outlook about deleveraging/accretion.

https://www.londonstockexchange.com/news-article/APF/q1-2022-trading-update/15426605

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Trek

Not posted here

UBS been playing silly buggers!

https://www.londonstockexchange.com/news-article/ONC/holding-s-in-company/15426320

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Trek

Did I miss the point about the valuation question?

I thought that if you put ‘your house on the market’ you had a look at what others were going for in the area.

Some folk seem to miss the amount of work that needs doing albeit there is still huge potential but you can’t sell it in a ‘finished state’.

Hence I compared a couple of other ‘properties’.

I hope that helps.

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Trek

It’ll be fine!

One of those smilie thingies!

https://www.ema.co.tt/our-environment/cec/

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Trek

I think we should be somewhere between 4BB @ 64m and DEST @ 36m. Both great CO’s with broker targets way higher and blockbuster potential.

Then there is DDDD at 73m, now they really have burnt serious cash and also have blockbuster potential.

But we are in the bucket with the likes of IMM, one and a bit strings and shyte finance…18m

Only when there is a clear capital structure will value be accredited. Until such point one has to trust what the management are doing as the jury is clearly still out on finance.

Investors seldom get cheap and certainty. Cheap and uncertainty is what imo is reflected in the SP.

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Trek

Just for those that may not be aware although we are main market listed it’s on the SETSqx platform so there is more market maker intervention than SEAQ but it’s NOT like SETS where orders are electronically matched as much as possible.

https://www.londonstockexchange.com/stock/GCAT/caracal-gold-plc/company-page

https://www.shiftingshares.com/sets-setsqx-seaq/

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Trek

Just moved it up 1.0725 to buy now 500k available. Won’t bother with anymore commentary. I think we can see where it’s likely going from here.

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Trek

Well that must be it now then.

Live price from ii can sell 4m in one hit at 1.01. Cannot buy 50k shares (£500) without NT.

We have had plenty of times when it’s been NT to buy or even sell but I have not seen it where they will take 4m over a penny before.

Call the seller a taxi anyone!

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Trek

+700pt swing on Dow today!

“ The Dow Jones Industrial Average cut a nearly 500-point intraday loss Monday as technology names like Microsoft rallied amid falling interest rates.

The blue-chip average rose 238.06 points, or 0.7%, to 34,049.46. The index was down as much as 488 points earlier in the session. The S&P 500 ticked up 0.6% to 4,296.12. The tech-heavy Nasdaq Composite gained 1.3% at 13,004.85.

Concerns about a global economic slowdown amid Covid outbreaks in China sent interest rates lower. The 10-year Treasury yield pulled back to the 2.8% level.

Tech shares rebounded as rates fell, providing support to the major averages. Microsoft rose 2.4%, the second-biggest gainer on the Dow. Google-parent Alphabet also gained nearly 2.9%, and Facebook-parent Meta added about 1.6% ahead of quarterly earnings reports slated for later this week.”

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Trek

+700pt swing on the Dow and Mr Market doesn’t think CMCX has enough vix! Lol!

“ The Dow Jones Industrial Average cut a nearly 500-point intraday loss Monday as technology names like Microsoft rallied amid falling interest rates.

The blue-chip average rose 238.06 points, or 0.7%, to 34,049.46. The index was down as much as 488 points earlier in the session. The S&P 500 ticked up 0.6% to 4,296.12. The tech-heavy Nasdaq Composite gained 1.3% at 13,004.85.

Concerns about a global economic slowdown amid Covid outbreaks in China sent interest rates lower. The 10-year Treasury yield pulled back to the 2.8% level.

Tech shares rebounded as rates fell, providing support to the major averages. Microsoft rose 2.4%, the second-biggest gainer on the Dow. Google-parent Alphabet also gained nearly 2.9%, and Facebook-parent Meta added about 1.6% ahead of quarterly earnings reports slated for later this week.”

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Trek

We have started CAR-NK, CAR-T is next obvious step in the immunoINSIGHTS space.

But really with our databank the possibilities are pretty endless from organ transplants to synthetics and DNA sequencing.

All require autoantibody baseline responses.

This company imo has a great future if not bought out.

The SP decline is sector wide. If you compare us on google with say 4BB, DEST, OXB, ONT etc you can see similar charts. These are sector wide bar a few exceptions. The junior mining sector looks to just be emerging from a similar phase.

It doesn’t make it easier granted but I am dripping more into here convinced that if management deliver the revenues they claim at the right margins ONC will be one of the exceptions.

AVCT has bounced 100% from lows following its ops update and financial review. No reason why this shouldn’t turn around.

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Trek

Note how on the last two trading days the MM has knocked this down at the open. It then recovers through the day.

If one intends to add worth looking at the opening price imo.

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Trek

Rising in a significantly falling market today. Nice!

Trek

And yet the POO goes down! This news is over 4 hours old now and not on BBC.

The west imo are going to have to come to Nigeria/Africa for more HC’s.

https://www.express.co.uk/news/science/1600623/russia-news-druzhba-oil-pipeline-fire-ukraine-eu-energy-germany-austria-hungary

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Trek

Hi Bomber,

Yes and sold at 33p from memory as they were always going to have to give up a lot for finance. Not bought the drop back though only because I see GCAT & PxC offering more immediate short term upside and I see 24p resistance at COPL so really no hurry to buy.

I do, however, rate it as a buy for a long term recovery but it’s a big table and one’s table clothe is only so big!

If you get in there as close to 20p as possible you will do fine. I rode TXP up from 11p and still have them as a ‘forever hold’. It’s a similar operational proposition albeit TXP has much better capital structure.

Good luck with your investments

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Trek

Yes TTG virolens, likewise I sold around 270. Glad I didn’t buy back as they may have supply and inflationary woes now.

I hold JIM and here both in the blue as I averaged in on the drop for the divi

Good luck with your investments

Trek

Not a big slot but for sure enough to cover an ops update. Here’s hoping it coincides with news.

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Trek

It’s from a bot but worth a read…

I think they have obviously overstated the future divi but the negative’ trading outlook concern is in the SP and more!

Also they can’t factor in the acquisition as it’s as yet unknown.

ROE is solid though but imo understated due to one off high divi.

https://simplywall.st/stocks/gb/materials/lse-synt/synthomer-shares/news/synthomer-plc-lonsynt-stock-has-shown-weakness-lately-but-fi

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Trek

Horrendous news with the refinery explosion.

It should push the government towards action to cut down on unregulated refining in favour of in country authorised producers.

https://www.bbc.co.uk/news/world-africa-61207441

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Trek