Member Info for TrekMadone

Page 22 and page 51 in annual report covers TB’s holdings...

“At the year end, Trevor Brown directly and indirectly through Free Association Books, a company in which he also serves as a Director, holds 49,813,236 Ordinary Shares in the Company.”

That represents a tad under 30%. Not 60%

http://www.imagingbiometrics.com/wpib/wp-content/uploads/2021/04/IQ-AI-Annual-Report-2020-12-31-1.pdf

Significant shareholders is out of date but not much has changed.....

http://www.imagingbiometrics.com/iq-ai-ltd/#eluid6a7a4c28

Trek

From samroy on LND...

A POG tailwind will make all the difference here!...

“2018 is a great example. Similar to this year, gold’s winter-rally-bottoming seasonal low came early in late September. That year gold’s autumn rally was also slaughtered by anomalous extreme gold-futures selling. But that paved the way for an outsized winter-rally rebound, as gold powered 13.3% higher by mid-February 2019. The major gold stocks of GDX leveraged that for a strong parallel 27.4% winter rally!

This year’s has the potential to grow much larger given the super-depressed gold-stock prices leading into it. After getting dragged to an early seasonal low with gold in late September, GDX blasted sharply higher rallying 15.7% at best by late October! Overall in this coming winter-rally span, GDX and the HUI should continue to amplify gold’s gains by their usual 2x to 3x. That could make for a one heck of a run.

The Fed more than doubling the US money supply in about a year-and-a-half is radically-unprecedented, nothing remotely close has ever happened before! And recent months’ extreme gold-futures selling on Fed-tightening fears left the yellow metal anomalously-low. So a 20% winter gold rally carrying gold back up near $2,070 seems reasonable. Such gains would probably catapult GDX 40% to 60% higher in this span!”

“The bottom line is gold stocks are just entering their seasonally-strongest time of the year. Their big winter rally is fueled by gold’s own, which is driven first by outsized demand from holiday jewelry buying and later new-year investment buying. So both the metal and its miners’ stocks have strong tendencies to rally between late October to late February in bull-market years. It’s the best calendar span to own gold stocks!

This year’s dawning winter rally has exceptional upside potential after extreme gold-futures selling hammered gold and gold stocks to deeply-oversold levels recently. Gold’s upleg should power higher on the serious inflation unleashed by the Fed’s epic money printing, driving soaring earnings among gold miners. These powerfully-bullish fundamentals should propel gold stocks much higher, aided by seasonal tailwinds.”

https://www.mining.com/web/gold-stocks-winter-rally-6/

Trek

From samroy on LND...

A POG tailwind will make all the difference here!...

“2018 is a great example. Similar to this year, gold’s winter-rally-bottoming seasonal low came early in late September. That year gold’s autumn rally was also slaughtered by anomalous extreme gold-futures selling. But that paved the way for an outsized winter-rally rebound, as gold powered 13.3% higher by mid-February 2019. The major gold stocks of GDX leveraged that for a strong parallel 27.4% winter rally!

This year’s has the potential to grow much larger given the super-depressed gold-stock prices leading into it. After getting dragged to an early seasonal low with gold in late September, GDX blasted sharply higher rallying 15.7% at best by late October! Overall in this coming winter-rally span, GDX and the HUI should continue to amplify gold’s gains by their usual 2x to 3x. That could make for a one heck of a run.

The Fed more than doubling the US money supply in about a year-and-a-half is radically-unprecedented, nothing remotely close has ever happened before! And recent months’ extreme gold-futures selling on Fed-tightening fears left the yellow metal anomalously-low. So a 20% winter gold rally carrying gold back up near $2,070 seems reasonable. Such gains would probably catapult GDX 40% to 60% higher in this span!”

“The bottom line is gold stocks are just entering their seasonally-strongest time of the year. Their big winter rally is fueled by gold’s own, which is driven first by outsized demand from holiday jewelry buying and later new-year investment buying. So both the metal and its miners’ stocks have strong tendencies to rally between late October to late February in bull-market years. It’s the best calendar span to own gold stocks!

This year’s dawning winter rally has exceptional upside potential after extreme gold-futures selling hammered gold and gold stocks to deeply-oversold levels recently. Gold’s upleg should power higher on the serious inflation unleashed by the Fed’s epic money printing, driving soaring earnings among gold miners. These powerfully-bullish fundamentals should propel gold stocks much higher, aided by seasonal tailwinds.”

https://www.mining.com/web/gold-stocks-winter-rally-6/

Trek

Nothing is safe Davie but you only have to look at the corporate structure (most warrants now burnt), cash position and tangibles to see how well placed we are. It’s a lot safer now than when it was 4p!

The only thing missing is one descent Ops update. Get that and imo the market will attribute value for all the rest.

If LND (£22m) had our structure they’d be flying now!

If we had LND’s drill results we’d be seriously in the money!

The joys of investing!

Yes I think anything sub 2p is a good price but if Creswick results are poor, which I think is very unlikely, then we could go sub 1p. If however, we get some descent grades we could be on our way to 5p. Therefore only invest what you can seriously loose.

It usually helps to keep a bit back to average in and/or pick a couple of miners in safe Juro’s to hedge your bets.

You only need one winner in this game and it can transform a hole pf. That’s what many folks are looking for.

Usual caveats

Trek

I note the clock is ticking on the warrants but still no Blocklisting from PUR.

Trek

My trading pot is back in here today. I sold 700k at 1.72ish after the RNS.

It’s back in now at 1.55 average. Got my overall average down again.

Was a pretty safe trade imo based on our new buyer holding and that it was unlikely that we’d get another RNS this week.

Once the fall stops and I am in the blue there will be no need to trade. Then I can just sit and watch.

Did the same at PXC and PUR trading down, selling and buying cheaper, selling the rises and buying again. Both are now back in the blue and hopefully recovering!

Hard work but it throws off some extra cash or extra shares if timed right.

Good luck with your investments

Trek

The x10 reference is regarding the ADR. You can only buy in round numbers of 10.

Not a big deal in scheme of things.

However, sulphides at depth and a mine. That could mean 10 bags eventually. A lot of fair wind though!

Trek

This is the breakout traders/investors have been waiting for.

Should see momentum to 80p from here. Resistance is 79p. That should technically form the base of the next wave up. It’s pretty straightforward to see on the chart.

Some folks use this stuff. Well if you are a new buyer what’s one of the first things you look at. The chart, in some form or other.

https://www.marketscreener.com/quote/stock/PHOENIX-COPPER-LIMITED-61661898/charts/

Trek

I am not so sure about the seller theory. I could sell 350k this morning in one go but couldn’t buy 10k. I can now buy as dust has settled but can still sell 330k.

This stock is usually less liquid. Also the spread was around 0.02p which is pretty good as it’s normally 0.05p.

My interpretation is that that means the MM is happy to take on stock at relatively low cost at this SP.

My average is now below 7 having taken advantage of this dip.

I really like the ‘newsletter’ and that it will be a quarterly event going forward. That is great shareholder engagement.

The market initially treated it as bigger news rather than an update but it contains so much info.

The science we have here is truly transformational and was decades in the making. We are now turning that into Annual Recurring Revenues (ARR’s) at +100k a pop!

Each software package is regularly upgraded, another revenue but most importantly is the demonstrable savings over standard of care. The minimal patient interventions and quantitative assessments.

There are so many USP’s with our gad zero tech!

As we sign more deals it won’t be long before we get a majors attention. That’s where the roadshows will help!

I held LID and HZD both had unique medical tech and were taken over earlier this year. Incidentally both in the same week!

They were valued from memory at around 7 and 5 times sales but were more mature than IQ-AI.

TB will be growing this rapidly and getting the word out there.

I think 50p is a real possibility. Buy the dips and be patient.

Usual caveats

Trek

Not commercial on its own...

“Mugnetind discovery contain recoverable resources between 5 and 11 MMboe, which is not considered to be commercial in isolation.”

Oh well 3/3 HC finds note how the dialogue has changed to more upbeat for EV...

“Following our material discovery at Egyptian Vulture earlier this week....”

Expo aside the biggest takeaway is we are fully funded and 3/3 under budget so far. That is a remarkable achievement!

Trek

The longer this goes on the messier it seems to get when one would expect the opposite!

AK should really be pushing for a clean handover and a deadline and if they don’t deliver on all fronts we walk. That time should shortly be approaching!

We have enough SP catalysts in Niger and Nigeria.

I look at SEPL as a peer and to be frank even after a descent set of numbers this week it has at best moved sideways SP wise since Feb but is a v good divi payer.

From our lowly mcap we could be heading for some great returns here without Chad especially if we unlock Niger.

For sure the Chad deal would be great but not at any cost.

Trek

Well well there we are then guys! What a fantastic little update!

Well done to all those that added, self included, at these silly levels.

Not advice but from a little experience. Don’t make the mistake of ‘anchoring’. That’s when you see a SP rise and you think that’s it. It doesn’t work like that. Obviously try and avoid any spikes but follow the volume now.

50p TP here. Closest market peer is POLX.

Most folk wouldn’t have seen this RNS because of timing. Use it to one’s advantage as imo the timing was deliberate, for shareholders. Have patience building a position based on the new data.

Some reading up to do now over the weekend then I will try and add a few more next week.

Enjoy the ride!

But for now beer, wine and curry!!

Usual caveats

Trek

MM just moved ask straight to 60p on the arbitrage. Didn’t even pass go!

I was expecting that. Sweet!

Trek

“although can't remember the exact rules regarding notification obligations. ”

Here you go...

International TR1 (nonUK) notifications are 5% UK are 3% for each full % cross up or down...

From FCA handbook....DTR 5.1.2 sub para 1

“(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R“

https://www.handbook.fca.org.uk/handbook/DTR/5/

Good luck with your investments

Trek

Thanks for sharing that SpaceHoppa and I totally agree with your comments re the recovery and the options.

The options should be linked to SP performance NOT benefit underperformance with a lower strike price!

There is no change in behaviour from this lot! It’s just the asset that keeps most here.

Looks like we may get some POG tailwinds soon which is after all why we have Au in our pf’s!

Good luck with your investments

Trek

TSX sticking at 56p equivalent for now, that’s down 6% on a high 330k traded. I would have thought that would be mostly sells so it’s holding up early doors there.

I was hoping for it to go lower to add more. Will probably have to wait until tomorrow now and see what the arbitrage is in the morning.

For some reason I thought it may backtest 50p especially given the selling in London. Bit early for a top up but worth keeping an eye out incase it becomes oversold. Whilst it’s worth watching the TA it really is still an individual’s viewpoint. RSI is in range at 48 atm.

TSX...

https://money.tmx.com/en/quote/PGM

RSI-14

https://www.londonstockexchange.com/stock/PUR/pure-gold-mining-inc/company-page

Sat on my hands!

Ps itsyou, my money is the first 25k trade today was your’s. Taking some risk off with a view to getting back in a tad lower? Good timing if it was!

I am just hoping for a top up.

Usual caveats,

Trek

Good to have you on board hydrogen, I prefer the posters that call it as they see it.

Trek

Hi NDV1,

No, not my thing. Thanks

Trek

Totally agree with the miss. But it’s in the past.

What’s in the SP and what’s the likelihood of hitting the new targets is the tough questions investors face.

Expect TSX to give another hit then a gradual climb.

I am waiting for TSX before adding more.

Well done to those that sold on the bell. No doubt looking for a cheaper entry. Typically I slept in when I am usually reading RNS’s from 7am!

Anyways imo the hard yards are in, PI’s should grab any trading opportunities if that’s their thing but the funded recovery should now follow.

We may also see a more tangible POG connection now production is better understood.

Usual caveats

Trek

Agree very bullish statement and based on mine economics, data and intent.

Another observation. Look at the post count here after this good RNS. It’s 0900ish and mine is only the third post today!

So under the radar!

Trek