Member Info for TrekMadone

Should be good day today.

Early doors NT over 2000 shares! I grabbed 2 x 2k then had to buy 2x900shares! (I pay £3.99 a trade).

Been back again and zilch not even 500 shares atm!

No sellers about yet!

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Trek

Well I can think of a few oligarchs palaces here in the Uk that should be used to house traumatised Ukrainian refugees.

They should be confiscated now and the inhabitants told to move to their second homes and each building converted into homes for these poor folk.

As for NATO about time we showed some intent at least telling Belarus if they cross the line with their tanks then so will we! Remind Putin of Barbarossa!

My auntie is Ukrainian and thankfully her family have made it to Moldova but they now have nothing! Zilch!

A ‘doomscrolling’ Trek

Further ratification of 138BCF….

Building a picture for the next drill and for finance beyond imo….

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Trek

£5

And a nice, predictable bounce today!

Hope momentum takes investors back to blue now.

Last placing price may present a bit of resistance as long as of course the macro stays investor friendly!

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Trek

Thanks for posting QD. I note it’s, the RNS, is from the Nigerian SE. I am surprised that such language which is a mix of petition and interpretation of facts got past the nomad.

Q my earlier post!

No problem with dissent and argument but the RNS media is NOT for that!

I hope our nomad does their job and has it tempered to fact only.

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Trek

Well that’s a nice pop at the end of the day. I just wonder if the majors soon rue the African fire sales.

It looks increasingly like the West will look to Africa amongst other places to fill the HC void. I think even the Green agenda will be moderated or rather have a more common sense approach to transition in the current state of affairs.

BP and Shell looking like writing off hundreds of millions in Russia on top of asset fire sales…. Mmm

The US super majors will imo soon follow the same path.

Anyways suitably placed now in SEPL and SAVE for what will be a call on African HC’s.

Its horrible, I have a Ukrainian auntie whose family have made it to Moldova, but at the same time let’s hope it helps Africa.

Both SAVE and SEPL have outstanding ESG plans in place that will help everyday Africans. We could do with some good news from this sht storm!!

Let’s hope good corporate behaviours from our investments help propagate decent moral standards in Africa.

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Trek

Thanks Cane,

Certainly well up now. The market (analysts) are clocking the non USSR and eventually non China commodities play.

Wonder if they are looking at the AAL - APF delta.

I sold TGA (150-700p what a ride!) to add a few here. TGA all coal. Has further to run imo but this one has more diversity and imo about to move.

Getting in under 150 still gives you around 6%. Although that could increase imo.

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Trek

IMO….yes.

And let’s hope they do!

Coz to get money you have to have something solid to base it on other than a water pump and a squeaky balloon!

Averaging back in now

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Trek

£5

China, crypto, Iran, gold for services, gold for commodities…etc

Anyways all conjecture but something is holding POG back and it ain’t inflation!

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Trek

Managed to add today easier than yesterday. Was NT lots of times yesterday for +500 shares.

Got my core now plus a few to sell into any spike then hopefully recycle em for a few extra shares.

Hoping momentum takes us to 150 soon. A few analysts notes and presidential sign off should hopefully be catalyst enough even with poo in 80’s.

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Trek

“ So much for gold being a safe haven, the majority of golodies are down since the invasion.”

Gold is a store of value that also can be unlocked in time of need…

What if Russia need to sell to prop up the economy?

Just saying that there are two sides to a trade….

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Trek

But you didn’t know yesterday what you now know today. Gotta get over that one! ??!

Trek

Good luck guys. What a ride!

Out at 6.95-7’s off elsewhere now.

Still got legs imo but grabbing some quarterly yield and flattening out SNG hit!

Good luck with your investments

Trek

I grabbed 2500…. ‘No tengo dinero’ now…

Just couldn’t resist this price. Also ONC tend to pick up a tad after results.

Be good if we knew how much firepower Synexa had. They look perfect for us!

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Trek

Got sure but unfortunately I can’t read anymore into the RNS other than the good intentions and meeting end of month.

One could say what’s the point in meeting if they don’t have finance.

Contrarily one could say we have involved the community from the outset.

PXC are just doing the right thing imo with timely engagement

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Trek

Synexa….

https://synexagroup.com/

Global leader in biosciences….looks like a perfect partner for ONC.

“ SYNEXA SPECIALIZES ACROSS A WIDE RANGE OF THERAPEUTIC AREAS WITH SPECIAL FOCUS IN IMMUNOLOGY, IMMUNO-ONCOLOGY, AUTOIMMUNITY AMONG OTHER AREAS.”

Like lots of these entities one can’t really value them easily though.

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Trek

Well if we needed any more reason to ‘press in’. Here’s another collaboration. Synexa.

Not too much on them. I think they are private but they did another bio market deal recently….

https://www.marketscreener.com/quote/stock/INOTIV-INC-8522/news/Inotiv-to-Collaborate-With-Synexa-Life-Sciences-to-Develop-Biomarker-Biotherapeutic-Solutions-37464271/

Collaboration doesn’t always mean cash but when you have sooooo many shots on goal and your CFO says that they don’t need to come to market then they are getting cash from enough collaborations! Cough!

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Trek

Liked the ops update.

Wasn’t to sure on the response about outstanding receivables. Seem to be cutting the debtors a lot of slack whilst they absorb the tech. Hope it yields a good long term partnership and future timely revenue!

The no raise statement from Matthew made up for the ‘wishy washy’ bit and literally turned the SP around as he spoke!

I thought it was close but he was very confident that the immunoINSIGHTS revs would cover costs. Even the high admin run rate needed for growth.

Note he referred to existing business so if there was an acquisition that would be different. Well it would imo be great if we could find the right fit and price, preferably in the US …

The last raise was for organic growth (Dortmund) and to be fair they haven’t returned to market for ops cash. So for the cynics something is paying the wage bills!

Then a big lol on R&D costs, ‘well it’s in the price’, ‘customer pays’ or words to that effect. (I guess as it’s bespoke diagnostics). Whoops Matthew …..cough! cough! Adam.

Smart move! Lol!

Anyways I did grab 4500 more and will be back again later. Everything is great bar the SP.

They are generating hard revenue at huge margins. That sets ONC apart from the many other wannabes.

Imo the revs and contracts are not in the price yet and looks like the market won’t believe the numbers until they see them on the P&L. Then it could rerate over a couple days. That’s the MM’s gaining on the way down and on the way up!

As I intimated before the account change make sense. Looking forward to August.

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Trek

Well, there is a heck a lot of info in there….

Operationally and on futures it’s an absolutely outstanding story. The Verily contract is nothing short of amazing. How ironic that so many other much larger mcap biotechs are looking to break into the long covid space which I think will be huge and then up pops little ONC.

No doubt the finances though will raise a few eyebrows. There is, however, always a revenue lag with these hyper growth companies.

The immunoINSIGHTS business is ‘enough’ to service debt including the extended drawdown and increase in headcount. The realignment of accounts with revenue lag will give a better picture in August. However, with the increase in admin costs I wouldn’t be surprised to see a short term loan extension. I may of course be wrong it’s just a first impression.

I will have another read later when I have more time.

The TAM claims of 12% is astonishing! Even delivering half of that with the brands we have onboard make this one of the safest rapid growth biotech investments that I am aware of. It’s just going to need 12-24 months to see that solid £4+ assuming someone doesn’t grab us first.

I can’t believe the lack of knowledgeable posters here. So overlooked. Perhaps these results will grab a bit of attention although the market may grab the headline numbers. I have no idea but if it drops a bit on yesterdays numbers which I think are in the SP I will be grabbing more based on what’s ahead!

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Trek

That’s a pretty strongly aligned shareholder statement from RB….

“ "Seplat Energy announced a major acquisition last week and despite a challenging year for Nigerian oil and gas, the robust results delivered today clearly show how our increasing financial strength has made such an acquisition possible, without the need to dilute shareholders, by giving international financial partners the confidence to invest in our vision.

The addition of MPNU nearly trebles our production and doubles our reserves on a pro forma 2020 basis, reinforcing our leadership of Nigeria's indigenous energy sector and enabling us to generate strong future cash flows that will underpin our investment in Nigeria's energy transition and improve our overall stakeholder returns.”

Without dilution…!

Quite an achievement!

Usual caveats

Trek