Member Info for TrekMadone

Ha sharcus!

I don’t think I will be going to acacia having reported them 3 times for blatant TR1 abuse once when they sold DDDD and didn’t post a TR1! Scum! And the MAR were a complete waste of time! Said it was likely a training issue and they’d work with them! They then repeated it twice on others stocks!

Anyways, point is ops here is sound, BoD is sound, finance is now looking good having clawed it’s way back with some great innovation.

With the impending news flow I think now is around a good a time to buy. May visit 60 again but looks like 80p is on. I will be putting my first tranche in next week and see how it goes.

If it then closes above 80 I think that’s a string indicator. Average in and average out with these stocks imo.

2022 could at last be the year of payback for all the millions invested here!

https://www.marketscreener.com/quote/stock/4D-PHARMA-PLC-56171591/charts/

Good luck with your investments

Trek

I wouldn’t be surprised to see this back to £4 Monday. It’s pretty clear how dire the capacity in the energy sector is.

More on India......

https://oilprice.com/Latest-Energy-News/World-News/India-Looks-To-Create-Strategic-Coal-And-Gas-Reserves.html

Trek

The market screener site is a good place to read the RNS’s of any global company.

Here is REN’s.

https://www.marketscreener.com/quote/stock/RENERGEN-LIMITED-22554038/?type_recherche=rapide&mots=Ren

I noted how they have signed up a lot of sales contracts and that the SP hasn’t really bagged as one would expect. I think because as posted before the data is underwhelming on detail at leas5 for now.

Trek

£5

Yep sounds fun sign me up!

Glad you followed it up Qd22! At the end of the day you gotta hit the buy button. I am pretty convinced of +£20 here on a good readout!

Trek

“Or XEL, RRL, HAWK , SXX. or a whole load of other examples.”

Yep like IMM, CAZA, MTFB and BPC!

I held them all at some point. I also got stung big on XEL but actually made money on RRL & BPC.

Thankfully there’s been more winners than losers!

XEL was probably the biggest lesson in investing I have had. I take nothing for granted now and really work hard at DYOR when leaving money in any position. I take the view a stock has to earn a right to be in my pf and I regularly adjust my position according to data.

Following the horrific IMM read out when it flumped P3 I now more readily at least consider taking profits. I sold 80% of my holdings here at over 200p with a 30p average to invest elsewhere.

The first time AVCT went over 200p I sold enough to buy a nearly new GLC250 as my old motor had seen better days and I thought wtf go for it. Selling a chunk was a hard decision but proved to be right! I no longer hold any AVCT that was a tough decision but I am now over it having bought TGA at £2 with the same money!

Knowing when to sell some or all is a lot harder decision than buying. What helps is knowing if you sell some you can always buy them back and once you have done it a few times you get used to it. I pay £3.99 a trade which really helps.

I added here several times on the last dip below 100p up to 130p.

Some folk think why didn’t you just keep all the 30p shares.... well it makes complete sense to me! I bought some DDDD, SAVE and TXP with the money. 4D I sold after 300% rise and the others I still hold. It’s just a case of making what you have work hard.

I fully exited my ARB position selling the last 5k shares at 160p having paid 4.3p for them.

That amazing result enabled me to buy much needed income stocks. I now have for me a descent position in GLO which is such a bore. It just moves from 185 -220. But I get 6.7% yield on a quarterly divi, 1.9x covered that increases 10% yoy! And it’s a diverse renewable energy play in 22 countries and not UK!

The point is you can find value even in the FT250 such is the madness of our markets and for those investors that have earnt their stripes on ‘the streets of AIM’ the wider market is so much easier. You just gotta come to terms with the slower pace!!

Anyways apologies for wittering on; apart from the obvious potential upside here I really like how RM just does it ‘by the book’. He has not once lost focus on the end prize irrespective of SP volatility. It’s clear he is looking for the big pay day.

I also like that SNG are pretty insulated from the wider market. We don’t really need to factor in macro. That said the biggest risk is probably China/Taiwan and the Chinese real estate market which is the biggest asset class in the world. Should that topple it’s like 40% bigger than the US sub prime market!

Anyways enough of the ‘wall of worry’ its great to see the recent lift here. Team SNG certainly deserve it!

Good luck with your investments

Trek

I agree legal, that’s exactly where I am with the rigs just like I posted.

Re the other third rig, my understanding is it’s an ‘augur’ for drilling fence post holes. It may be up to drilling a water well at a push but it’s to save contract costs on the fencing that is necessary for our acreage. Safety, security and all that. Especially with an imminent mine decline! Hint! Lol!

I worked out that the kit + labour will cost in by over 30% in A$ based on my ‘ring around’ following on from the CB interview.

Funny thing BB’s. You usually get lots of ticks for pushing a rampy narrative or having an un-researched disposition (At least Loch has done some homework!).

But if a poster just sticks to facts; or a constructive negative even if it’s short term it just gets let’s say ‘ignored’.

Note to self I must ramp more? Nope cos that would make me a sycophant and not a pragmatist!

Do folk realise that reefs are exactly that, layers or wafers. So if you puncture one you then go through sediment before hitting the next which can be distinctly different? Do you know what shoots are and how much gold can be pooled like in an ‘oxbow lake’? Do you know how similar the quartz is that we have to Kirkland’s?

Do folk understand the transformative impact the next assay results can have on the SP.

Are folk aware that the much ramped licences can take years? Oops there I go!but should they arrive soon we seriously could be fodder!

Do you know that the assay samples have been steered by our calibrated pXRF? And do folk know that an XRF does not ‘buzz’ for gold it looks for contributory elements or chemicals like arsenic that are a likely signal indicating gold?

Do folk understand the benefits of our autonomy.......?

Get the point?

I can ramp away If you want telling folk what (I hope) they should already know.

Or simply listen to this....

“Go short on finance and long on ops!!!”

It’s an adage that has served me well!

ECR finance is now a tick SP wise as per my last finance post on the warrants!

So we are now resoundingly back to ops! Hooray!

Usual caveats

Trek

For those that missed the chart. It really is a thing of beauty even for the chart agnostics!

Get yer chops around this!!!!

Look at the 5 year... ignore the last couple of weeks...

https://www.google.com/finance/quote/SNG:LON?window=5Y

I said at 145p ish you take a line from the base of each trough and that joins with the corresponding top line forming a ‘flag’. If you ignore the last spike up you will see the flag.

Then if you note each trough is shallower than the previous one it indicates an imminent breakout to the recent ATH!

So then take that trough dot to dot right up to the ATH!!!

So now we have had a distinctive breakout which validates the above narrative and equals buying momentum!!!

I know the SP is news driven etc but I am predicting 250p soon!

I am sticking with my bet that I made before the A2 RNS!

For those that are chart agnostics, I get it. As far as I am concerned it’s just more valid data into the mix.

However, what is one of the first things you do when buying a stock?????????

You look at the chart!!!!!!!

And interestingly......

145p ....... to ........195p ......... is 50/145 a 34.4% rise!

195p.........to .........250p ......... is 55/195 s 28.2% rise!

So we have a significantly shorter journey to 250p now with the hard yards being already achieved!

But that is all small fry compared to a £20 min imo!

Enjoy the ride!

Usual caveats

Trek

Wtf first post since Thursday? Surely that’s a LSE glitch?....

To position I no longer hold here having sold at 170-190 from 40p but I still have 4D on my watchlist. Blautix/IBS and the MRX platform are realistic SP bags.

Thing is this was and still is cash hungry. That’s why I exited. I was premature with my investment here and was fortunate to do so well. I actually think now is a good time to buy!

The cash burn is something I reckon AVCT ‘newbies’ will soon find out - drug, therapeutic discovery etc is not cheap!

That’s why these companies regularly come to market - to raise money! So don’t be surprised when they do no matter how it’s dressed up!

Unfortunately PI’s often get locked in on the wrong side of a placement which favours the ii’s who risk bigger sums. They often then forward sell, sell, or even cover with a short sell into the market! It’s like an AIM legacy old boys deal for getting the cash! It’s endemic in pharma, O&G, mining, tech, media you name it. This market is not geared for PI ‘fodder’!.

It really is a PI sht sandwich! I genuinely feel for those PI’s who are often the ones that have backed the company through thick and thin and have been caught the wrong side of the ‘curve’.

As words of encouragement though I do think, well believe 4D are the real deal. Duncan has been awesome in his stewardship and the BoD are completely aligned with shareholders. The science will eventually deliver and the SP will follow.

Well I hope that explains my position. I am not a ramper or a deramper just a pragmatist.

Anyways here’s the data sorry no link as via email...

‘The level of disclosed Short Interest in DDDD has changed materially.
Short Interest has moved from 0.00% on the previous trading day to 0.50% today. That is a movement of 0.50 percentage points.

This data is taken from the FCA and comprises all disclosed short positions above the 0.5% reporting threshold requirement.”

Anyways it’s not that material but as it hasn’t been posted it gives me the chance to say hi!

Good luck with your investments

Trek

Loch,

Like I said I agreed with what you said.

The other ‘rig’ (our 3rd) is for posting. Happy to be corrected. Well I would be delighted as that would mean owning 3 rigs!

Trek

I grabbed the last 10k shares at 59.99999p! Can’t even get a quote for 500 now! All NT atm!

Follow TSX!

Trek

Loch,

“A company that buys 3 rigs and various properties is making it completely obvious as to what's going on here ”

Agree with what you say but for clarity we haven’t bought three rigs. We have bought two, one in operation the other a multi-rig, can diamond drill or RC, is on its way. The 3rd rig is contractor. We do not know how long we have that one at our disposal after Creswick drilling.

Sorry just catching up with BB.

Trek

I know views range from voodoo to gospel to bunkum but I did post based on my chart interpretation....

“£2.50 imminently”

.... recently when we were at 140’s

Of course we may or may not get there but what I will say is that if joe bloggs amateurish (I pay myself to do this, lol!) can work that out then I am sure the insti chartists will be waving their ‘breakout flags’ to their bosses. Hopefully they will add that data to the more tangible news and jump onboard!

Imo this has legs!

Usual caveats

Trek

Imo understanding a companies capital structure is one of the most significant aspects of one’s DD.

That DD should be undertaken and understood before and during your investment and one should adjust one’s position or not based on changes to available data.

Or you could just buy, hope and close your eyes. For sure that can work but I prefer a more active approach. My investments have to earn a right to be in my pf. Some I just hold as they are doing well, some I hold and trade as they can do better, others I may just sell and the best I just keep buying! It’s a stance that has served me exceptionally well.

I have held here consistently since 19/10/20 when I first bought 100k at 2.544p. I then went on to buy as high as 3.7p!

Had I not acted following the placings, and incidentally shared hours of research with the BB then my average would be over 3p. It’s now 1.8p, achieved by trading a percentage of my holdings as opportunities presented. But I always held some.

It’s what contributes to a market. Thousands of trades every day and some markets are more volatile than others like AIM which provides some great opportunities!

Good luck with your investments

Trek

Not sure about govt issue. 5% v 14% is a big gap.

There was 460k trades which is a high vol day for TSX.

I can only see the last 5 pages and there was one 20k, an 8k and a 5k trade all the rest were ‘small’, in the hundreds of shares.

FWIW I am in the conspiracy theory camp. Someone is getting nervous, the clock is ticking and they have used a little political noise to dump some stock to exit a position with less pain!

https://money.tmx.com/en/quote/TXP/trade-history?selectedTab=price-history

Usual caveats,

Trek

‘Up 24% in five day and just warming up’

Yep bound to happen as I have just got back from hols. Hotel had dodgy internet security so I daren't chance trading.

Anyways, blue at last!!! Yippeee!

Been flipping hard work but got there in they end and I just hold slightly less shares which I would have bought sub 1.7 if I had the chance!

Oh well next trade will be to average up then it can all ride hopefully job done!!

I did the same at PUR with success, trading down and there I have more shares than I started with so it averages out.

Had a quick look through the volumes here and I am pretty sure that the remaining 1p warrants are dust now or what’s left is dormant.

It’s been the 1.725p warrants that have held us back. As I posted before these were not included in the Blocklisting which is imo naughty. They presented a trading wall at 1.75p. That’s a factor I used to get my average down.

Now we have closed above that and we have had a TR1 it gives me a lot of confidence that the majority of the 1.725’s have now converted. Remember they expire Feb next year which isn’t long.

That leaves the 2.1p ones and there is that many left. 11.2m shouldn’t present too much resistance. I would expect holders are waiting for news to take us into the three’s and then they will convert.

The 3.75p ones and Shenyang’s 5p warrants aren’t in the money yet and the clock is quickly ticking. I would like to think we can at least get the cash for the 3.75’s. That would be great and push back the next placing.

I track the options as well but am not worried about them as I would expect them to be held.

Usual caveats

Trek

That explains why yesterday’s RNS seemed a little rushed and short of some detail. I expect we will get more ‘fat’ when the trading goes live.

Trek

We’ll I expected a £2 test today by virtue of the fact that the data must have been sufficient to progress to p3 and the US are financing that.

So that’s a huge worth to the SP imo.

Obviously I got it wrong or just not right yet!

Trek

This is great news but, don’t worry I have a descent position here, the timing seems a little premature. Other mag results come out with more detail. They have clearly said the data will be posted to the website.

Perhaps I am over reading it, but I think this has come out earlier for a reason.

Trek

‘Mild to moderate’ ......that probably captures the biggest part of the covid market!

AND......

“broad-spectrum anti-viral protein interferon beta (IFN-beta) for the treatment of severe viral lung infections”

‘Broad spectrum + severe’.........encapsulates the rest of the covid market + its a deliberate phrase to show it’s wider applications....$$$$$$!

Enjoy! and rightly so everyone! Our investments here may just have benefitted the human race! And we hopefully stand to make a few bob as well. Which for many will also do a little to help make the world a better place!

Enjoy the day!

Usual caveats

Trek

That’s the page I am with a bid.

All the talk about our new holder and what he may or may not know about ECR.

It may not be ECR that tipped his interest. It could have been another, Kirkland Gold, Newmont etc...

With ECR you get a heck of a lot of tangible assets for your 17m!

Loving the intrigue!

Trek