Member Info for TrekMadone

“…. and by when information would be appreciated.”

Matters not if it’s ramping or deramping, I am amazed at folk that purport to known what they are talking about and then ask for help from an anonymous community.

I guess that’s a solid investment technique!

Usual caveats,

Trek

Hi LUCAN,

I reread it and see where you are coming from. Yes it could be misleading although that wasn’t the intention. Chemo may still be required but the point was it’s an alternative to surgical resection which is both expensive and invasive. Also the chemo & and radio may be mitigated on a successful procedure.

Usual caveats

Trek

Someone mentioned they struggled today….

ADIEU ……. E AMBER
PESTY…….. P,E, & Y GREEN
PERKY……. Another 100%!

ADiEU is imo the best word to start with. Got lots of vowels. Follow with R,S,T combo depending on vowel. Sometimes I use AUDIO for a change.

The only word that took me to 5 places was ROBOT. I didn’t realise two vowels could appear but worked it out.

It’s a simple fun word game.

DYOR! Lol!

Usual caveats

Trek

Bit concerning that there is a 307k buy so close to the mid point. One would expect a premium for that. Perhaps our seller is still filling the hopper.

It’s ok it’s not a deramp just an observation before anyone starts! Lol!

Usual caveats

Trek

‘ Cobalt futures traded above $70,000 a tonne, hoovering around a 3-1/2-year high of $71,750 touched at the beginning of July 2018 amid prospects that the metal will benefit from the green transition. Cobalt is used in the production of lithium-ion batteries, which is used to produce electric vehicles, so as it is expected that the demand for electric vehicles will grow - amid the green transition - the prices of Cobalt are trying to anticipate this scenario. Also, the metal has successfully outperformed its peers after the shock of the Omicron variant, while it is expected to continue gained momentum throughout a green transition, as the metal has low exposure to China’s property and construction sector, which would not be affected by any crashes in these sectors.’

And here is the chart..

https://tradingeconomics.com/commodity/cobalt

However, if one would like to back cobalt, APF would be my preferred choice, but it’s become too cobalt orientated imo and African intensive.

With PXC you get a play on Cobalt in the US with our JV. So much lower risk and as an infant miner in relative terms there is potentially much more upside. A bit of chalk and cheese comparison as APF pay a divi, bigger mcap etc but imo if it’s growth PXC has more and a better spread of metals and is on the pathway to pay a divi in a few years time. We’ll see.

Usual caveats

Trek

Well that’s pretty astonishing resistance of 48.5 broken with volume. Very strong indicator.

Re Navarre Creek RNS what stood out for me was the porphyry plugs and the excellent pathfinder metals, zinc, gold, silver and importantly antimony. I interpret that the ‘plugs’ have been exposed in areas by high pressure steam or are at least at shallow depth.

These huge volcanic plugs fracture and give rise to the elevated gold and antimony in the quartz veining systems. This is analogous with other mines in the US.

I makes for targeted drilling and whilst never any guarantees it’s about as good as it gets. Hopefully another polymetallic mine in the making. They also intend to drill this year which is pretty impressive with all that’s going on!

Usual caveats

Trek

Trading pot sold now. In yesterday at average 188 out at average of 201 and a bit today.

It may actually leap at the close but not being greedy, that’s the spending money for next week away.

Now for £10 Monday!

Bring it on!

Good luck with your investments.

Trek

Hi JHFH,

Thanks for your comments, very much appreciated.

Interesting that both IQAI and HEMO are operationally at their most advanced and yet their SP’s and many others that I follow are near their nadir.

I was fortunate enough to hold both HZD and LID when they were taken over last year. Both appreciated in value on takeover albeit HZD was imo disappointing. I strongly believe there is an appetite for these type of stocks once they reach an inflexion point and it’s their alliances that can make the difference; that’s a strength for HEMO and the likes of ONC. Perhaps though nowhere more evident than at SAR where both operational excellence and financial support has transformed the SP.

I am not going to bore posters with the financial shortcomings of here or IQAI or DDDD, AVCT, POLX or others that I have traded for that matter. Suffice to say it’s my opinion that the market handsomely rewards operational excellence when a clear financial pathway is also in plain sight.

However, one can’t have it all ways, ops, finance and cheap! You have to pay more for both. Much more!

When those pathways become crystal clear to the market then the SP(s) will significantly rerate. Not just a brief wander into 2’s and back!

Hi Hemotruth,

Yes I didn’t think it was a rerate, as above, that’s why I bought some more. What am I missing? I also hope we will see 1.5 again so I can reach my target.

I hope to do well on my SNG trade that closes today from a buy yesterday. Then I will buy more HEMO hoping for lower but if it goes higher all the better!

If my posts make absolutely any difference to the volumes needed to shift the sp then I would be amazed! Lol!

I hold a core and trade a few to keep my average and take a little profit. Too many war wounds!

Good luck with your investments,

Usual caveats

Trader Trek! Lol!

Hi Ndn,

‘ You and by your proxy Trek tell me this period is “enjoyable” to trade - implying you enjoy the ramping as you profit by it.’

My tendency is after DYOR I buy a stock. Then I trade my average. I have 30 shares I know pretty well.

In the case of SNG I have ALWAYS kept my core holding. But here’s a thing. I will be selling the 10k I bought yesterday into the close today on the FOMO run up that I predicted. You see even if it didn’t happen and I ended up holding them it wouldn’t have mattered. That’s how I trade. Only buy stuff I don’t mind holding. Secrets out! Lol!

Call this one traders hindsight predicted the Friday FOMO. Well so did everyone. Few backed it though!

I am active as I set myself a target to pay off the kids mortgages and I am only halfway there! Then there are other things to do.

You gotta enjoy it when you get some right as I have got sooo many wrong. Just like the rest of us I guess. That’s why I changed my behaviour from buy and hold to buy hold + slice + trade a few.

All stocks are different I haven’t traded TXP. Just hold but Imagine if I hadn’t traded out of ARB selling the last at 160p from 4.3p and just held. Now look at it!

All said though if this one comes good, which I think it will, then buy and hold wins hands down! Brilliant for those that stuck. They absolutely deserve all the rewards for the huge risks!

But I have IMM and MTFB scars so have taken 2.5 bags out so far. I couldn’t go through that again! Even if slicing is an expensive mistake!

I for one enjoy your posts. Lighten up a little though hey, or go read some Al Jezerra!

Ps I don’t know wyn from Adam but he sounds smart! Lol!

Good luck with your investments.

Usual caveats

Trek

Tick-tock!

Well all I can say is when I saw the RNS I thought oh sht then I scanned right to the word ‘purchased’ and thought TFFT!

As for the rest of the intimations. I’ll take it as another clue!

Directors or affiliates sell for many varying reasons but they only tend to buy for one reason…

Usual caveats

Trek

Yep imagine paying hundreds of thousands to a PR company and they come up with ‘abrdn’. How do you say that. Even my Scottish friend struggles! Lol!

We they will get their money back here. Probably explains why you could sell at significant volumes recently!

Usual caveats

Trek

First trade was cancelled or spoofed! It’s 1.6849 to buy 100k. I added a few.

Re IQAI, I don’t want to over discuss JHFH, just read the shareholder update last RNS it will explain what the 2nd IND was for and the clinical trial.

My intention was to show that IND approval (their first one) doesn’t necessarily mean a rerate. In the case of HEMO such is the anticipation and the magnitude of the tech it may well do. But no guarantees.

Happy to take questions on IQAI bb, gosh it could do with some posts!

Usual caveats,

Trek

Hi Wyn/all,

Of course no one knows if its Monday or not but like you I think the recent drop followed by todays tick up gives mysterious credence to my opinion based on the daily countdown to a finite event.

Those wishing to derisk, to be on the safe side likely think they got until close tomorrow.

Those traders wanting to jump onto the coat tails for a bargain risk reward bet will likely view tomorrow as the time to have a position because….

Given the complexity of the rns it’s likely to be A Monday.

If of course it’s not this Monday I would expect less derisking and more anticipation which will result in a higher net SP next Friday!

You gotta enjoy these moments else what’s the point!

Good luck with your investments

Usual caveats

Trek

It’s the market not specific to CHF.

Why would you want to hold a relatively illiquid stock like this give the macro/political situation. The best days are ahead. There’s always opportunities to buy back in. That’s a rhetorical question.

Bar a few exceptions like on small cap politically stable energy, that seems to be in the back of folks minds.

Mind you I added to PXC today so we are not all the same but that does have a little more liquidity.

Usual caveats

Trek

Unbelievable another placing!

I got this one wrong and traded out from memory in the 50’s and thought then it would likely bounce back up. It’s been a nightmare of a stock to predict because of the asset.

Hopefully a takeover will come now to help the long suffering fellow PI’s here.

I hold some other Canadian gold miners. Will be seriously questioning the asset and viability after this fiasco! Even the big boys get em wrong!

Good luck guys

Trek

Add to that from a trading perspective those that want to de-risk logically for the most part would be out by close tomorrow.

Those last minute traders that want to jump on the coat tails of the companies and LTH’s hard work theoretically would be buying today/tomorrow with ‘shoot or bust’ money.

All makes for an interesting close on Friday.

Will be especially interesting if it lands tomorrow but I think that’s unlikely. Like Tarka alludes to one would use the weekend as well to review the RNS just in case.

Massive FOMO Friday starting from today imo!

Usual caveats

Trek

IQAI have IND, not a whimper!

But then stocks don’t behave the same. I would expect a relief rally here that will likely be sold into as before but longer term I see this picking up strongly.

Usual caveats

Trek

There isn’t enough volume for a rerate. Either of the last couple of RNS’s could have been a catalyst but it fizzled out on lack of volume.

I recently bought back the ones I sold at 2p. Keeping a core though. I just find it helps to average in slice and recycle until it takes off.

Usual caveats

Trek

Just been back on you can buy 10’s again now at 45.98. Seller still about. I reckon they are just dripping stock in in an orderly fashion by filling the hopper when it empties. Clever!

They will dry up soon though imo. This is where the TA comes in. Very strong support at 41.5 both short and medium. Resistance short term is 48.5 and medium is 55. So bulls buying above 41.5 will technically be on the right side of a break out.

41-45 is where I set my buys as cash becomes available. Of course for balance the converse is true. If it closes below resistance as it did before, when I sold then the next level of support kicks in.

Obviously news can change everything either way.

Longer we await news the more I revisit TA.

Usual caveats

Trek

There is only 1000 shares left at 45p. I just bought 5k and 2k. Wouldn’t let me buy more than 5k without NT so had to break down and then wouldn’t let me have the 3k.

1k isn’t worth the dealing costs imo.

Still all my buys are below my last sell price so happy with that. Plus made a nice profit on ITM yesterday. Was going to hold them but opted for the 9% win on a day. Phew! Just read their results!

Gave me a little cash to continue building back up here!

Good news today!

Usual caveats

Trek