Member Info for TrekMadone

Super Russian embassy in London anyone!

Outrageous!

Trek

Trump has always wanted to business with Russia and pull them away from China.

Trumps politics and Putins are the same. Xi’s isn’t much different but at least China is an open autocracy and doesn’t pretend to be anything else!

Trump wants to explore the artic with Putin.

Ukraine go under the bus. He really couldn’t give a sht about what’s right or wrong. Bullies usually win in the end contrary to Hollywood!

Europe are just too weak to even get a seat at the table.

We should have warned that spy boat and if it crossed the line again captured it or sunk it. But to do that you gotta back it up and the Europeans, Poland and Norway aside are just too soft and wet! It’s just another example of how we are rolled over.

We are too easily played. There will be worse to come in the future by ways of shadow warfare because we haven’t been able to make a stand and the US won’t care less!

Just my opinion

Trek

They’re at it again - lots of little trades yesterday then some bigger ones today to get the price down.

Riverfort get stock at 10% below the 10 day VWAP so atm it’s looking like the next lot will be at around 2.3p.

All my guess work but I expect the next placing in a couple of weeks from now. Probably a couple mill to see us through.

But as always the real news is the mine financing

Usual caveats

Trek

Good little interview - just need listing and RTO but on the face of it; it is all coming together!

Usual caveats

Trek

Https://elements.visualcapitalist.com/all-u-s-critical-minerals-in-2025-ranked-by-supply-disruption-risk/?utm_source=VC+Elements&utm_campaign=fa3f153e8c-VCE_Email_Nov_19_2025&utm_medium=email&utm_term=0_f3fdb4328c-fa3f153e8c-47046010&mc_cid=fa3f153e8c&mc_eid=5222e6014c

US REE impact infographic- will help with your spelling Tro!

Trel

Hi Joni,

Np - I call it as I see it. This stock for me is a trading opportunity first given the current discount to the last placing. The small mcap and the potential transformational news ahead.

But that’s part of the story. Longer term the mcap here could be potentially huge if ta successful JV opens up a new frontier.

So trader first with the aim of leaving profit in here for hopefully the exiting journey ahead.

I am still addding.

Atb

Trek

Took a small profit yesterday - thought whenever PB speaks the sp usually goes the opposite direction.

May come back again later and try and to nibble some more expecting fatigue to set in!

Keep adding any profits to UOG…

I tipped HEX here at 10p and a couple others over the years. I’m not ramping it but UOG is a trading opportunity for those that are so inclined.

Priced well below the placing atm that is washing through ahead of news hopefully in December. Should pop in anticipation.

Luck to all

Trek

Interesting info graphic

https://elements.visualcapitalist.com/all-u-s-critical-minerals-in-2025-ranked-by-supply-disruption-risk/?utm_source=VC+Elements&utm_campaign=fa3f153e8c-VCE_Email_Nov_19_2025&utm_medium=email&utm_term=0_f3fdb4328c-fa3f153e8c-47046010&mc_cid=fa3f153e8c&mc_eid=5222e6014c

Trek

These are great numbers and a good outlook.

We need rates down and Rach to get her headroom. Hopefully that last inflation print will help.

It won’t be long before the market wakes up to this high growth yield.

Still at least we get paid to wait and can pick up based on results ‘cheap shares’

The renters change was no issue for our market as at quality end.

Usual caveats

Trek

LMP - results out - I hold, increases divi by 7%. Growing by acquisitions - paying down debt. Superb outlook!

I am in at 183 - that’s sort of mid 5 year low. Silly cheap imo.

Once rates come down then there should be a rotation to yield.

Bond yields are another story and a hold on high yield equities atm. But hopefully that last lower inflation print may give some headway in the budget.

If so and the bond vigilantes are appeased UK high yield could really take off.

That’s my play anyways and at least I get paid to wait!

Usual caveats

Trek

Those are exceptional grades for Cu…. Oftentimes see decimals for lesser thickness that is deemed commercial

Trek

More with JV …. Going from strength to Streisand managing risk.

Market will wake up soon.

Just need rates to come down… Is there any hope f-r bond yields though… just one low inflation print. Hope that give the headroom.

If so could start to see a rotation back to yield

Usual caveats

Trek

GRI - I hold

Another outstanding year so why is the sp on its knees? I am in with 192. It yields about 4.1% but increases substantially every year so it’s a kind of inflation hedge for Mrs Trek…

Results..

Net Rental Income up +12%

§ Pre tax EPRA Earnings +12%

§ Dividend per share up +10%

§ High occupancy at 98.1%

§ FY29 guidance reiterated:

£72m EPRA earnings (9.7pps),

8%+ TAR, c.30% LTV

Grainger plc, the UK's largest residential REIT and leader in the build-to-rent (BTR) sector, today announces an excellent performance for the 12 months ended 30 September 2025.

Helen Gordon, Chief Executive, said:

"It is my pleasure to once again report that we have delivered an excellent performance and another year of strong earnings growth…

It also supported and worked with govt re renters changes..

Trek

CLG took 5%

Trel

Uog up

Trek

Yep uk she goes!

Trek

Typical looks to me that someone is dumping stock to get that vwap down for a lower issuance. Just a guess!

Trek

I added 50k more at the bell - figure with bod options way higher. Any deal is gonna be a ‘good’ deal at this sp!

Got to 30 Jun 26 on the short term loan. Partial conversion only at 3p earlier ones were at +2.8p, and placing at 4p underwater unless they hedged. Can’t see that volume of sales in open market!

Pxc still got plenty of headroom in the $10m available but a further drawdown (Mar 24) was dependent on securing $25m in bonds. They managed some leeway in restructuring the terms in Aug. It’s likely that they can do the same again and roll the June 26 deadline on.

It’s surely in the interest of both….

Riverfort have supported pxc with debt roll overs since March 23. They are up to their necks in equity here as well!

It’s more of a question of price for the next lot as Riverfort deal is dependent on VWAp.

So that imo puts pressure on pxc to get the sp up before another refinance.

Below 2.8p is a good high risk buy imo.

Refinancing and news could send the sp way higher or even just refinancing even at 2.5p would create a lot of space ops wise!

But obviously the bond/longer term finance is the main event here and I am not ruling out a grant as well into the mix.

Still game on imo albeit v risky and little newsflow atm!

Usual caveats

Trek

Just a small bond issuance or something more tangible than a LOI should give plenty of space.

Well spotted tro - the UOG trade was mine!

Trek

Looks like MM pushed through dregs - imo will tick up on next trade

Usual caveats

Trek