Member Info for TrekMadone

Basically he’s said that that are ‘the tallest dwarf!’

Well that’s ok then for those nursing huge losses to know others are worse off!

I hold another dwarf, COIN - grumpy is on my watchlist!

Trek

Hi Furry,

Sorry I traded a few today without any stamp. Scalped a few quid here and there.

In a falling market it tends to bottom around 2pm and then lifts into the close.

Not big numbers but helps work the average on a few!

Atb

Trek

Vista…

“…. By not exiting now it implies the upside, at least in the short term with DEC is better than the other opportunities…”

Just lol!

Don’t you know AoC is one of the most erudite investors here.

He’s been here longer much longer than I. Holding and hoping and missing the numerous joyful trading opportunities afforded by Rusty!

Trek

Well done Evi - I am still in did you slice some (TEX post)…. Not that it matters this share just keeps on giving!

Ouch GG! lol!

Trek

I think the article underestimates data centre and energy demand as well.

I am long on metals with my biggest play now AMRQ by some way!

But also hold a few others and PXC is small part of the pf given the obvious risks.

I bought back in here at 2.63p. An amount where I can live with failure but with the chance of a huge payback if they land that financing!

Shutdown is over… I hope the Bod is lobbying for a share of the billions earmarked for security of supply!

Get a grant and that could sway this phantom investor!

Gonna need some cash soon though. Got some powder dry just in case they tap retail!

Usual caveats

Trek

Made some in and out day trades today from the poolside!

Bought and sold ukw and Nesf…. No stamp as IT’s.

Every one was a winner!

Got my average down on both and the pf now yields an insane 9.98% at purchase price!

All in Mrs Treks pension … not that she has a clue! Bless!

Trek

He covers the rare earths well in the article - China control 98%. Us and eu need to diversify. AMRQ can offer scale and relatively near term production.

Just added some UOG for the small cap junkies here…. Well below recent funding and director options. News soon.

Also added ukw- a contrarian divi buy.

Usual caveats

Trek

What next 5p. This market is brutal!

Finance rules ok!

And this lot cannot be trusted until some serious good news lands

To think I told my son to buy these at 33p! Ouch!

Thankfully his other buys are covering it, or rather were!

Gonna roll the dice now at UOG - just enough to cover my recent loss here. They just placed and that placing is washing through so you can buy now well below it and below director options.

Near term news once piston core sampling completes.starting imminently.

It’s under radar- DYOR - but it may help a few folk recover some losses for a relatively low stake due to its v low mcap.

GL

Usual caveats

Trek

Results next week… may see a bounce may not.

Keeping some powder dry incase it does try 50p. If not I think it will slowly climb back to 60’s.

Budget likely to see a relief rally no matter what Rachel from accounts does next. Never known a party to walk into so many unintended consequences which are obvious to all bar her! Crazy!

Usual caveats

Trek

Archer on AMRQ rare earths discovery https://open.substack.com/pub/thatstocksguy/p/amaroqs-black-angel?utm_campaign=post&utm_medium=email

Trek

Added more today to get to 109p…. Sp is insane imo!

UK plc needs it’s renewables- the worse case cost structure is surely at least mostly in sp now. If it goes lower I will grab more from divi reinvestment or selling elsewhere.

I don’t expect it to get back to nav ever but +25% discount with an increasing and covered inflation linked div seems well oversold.

Once budget is out the way this could bounce as some uncertainty removed.

Usual caveats

Trek

Malcy the super ramper having visited the T&T ops now just cut and pastes RNS’s here and PTAL with no comment!

https://www.share-talk.com/malcys-blog-oil-price-petrotal-reabold-resources-union-jack-oil-touchstone-exploration-finally/

I was tempted to buy some back end of day as often day 1 is overdone and then there’s a bounce on day two. Esp with a drop this brutal!

But I am not so sure. I have better places to roll the dice than these for now.

Luck to all.

Usual caveats

Trek

Https://open.substack.com/pub/thatstocksguy/p/helix-exploration-a84?utm_campaign=post&utm_medium=email

Trek

£1

You forgot to mention VAT rebate dependent - well good luck with that and the wells performing. Again not a good track record there if late!

“ In the event that expected cash inflows from value-added tax receivables and increased production are delayed, Management is evaluating and prepared to implement various contingency measures to address remaining capital requirements. These measures may include adjustments to planned operational activities and, if required, consideration of additional debt or equity financing.”

Raise at 20p then 11p what price next? Who knows but they sure are burning cash!

This can defo turnaround but that’s not the evidence atm.

Other than timing a quick trade to catch a bounce it needs more certainty re cash flow imo to invest.

Usual caveats

Trek

Ptal suspended divi. I don’t hold

Est - I have had it on my buy list for ages …well done nom…

Txp … sht show of results!

Lots of xd today ….ukw, Nesf, trig in the renewables space. They usually dip a while after. Sector v weak atm. I am going to add more later! We aren’t going to stop renewable’s and their balance sheets are strong even with price changes pretty much in the sp now.

Remember as IT’s there’s no stamp so they are great trading plays. I have even sold them higher and bought back cheaper within minutes before!

Rates gonna have to come down soon as it seems everything Rachel from accounts does has the opposite unintended consequences!

Time to buy renewables and house builders ahead of budget imo.

Usual caveats

Trek

Well I am out for now. Was pleased to be able to sell and not NT! - so be encouraged there are some buyers out there!

PB lost any credibility he had left.

Shipka was imo sacked coz he couldn’t tell oil from gas!

Now PB releases his legal defence by way of a horrendous going concern statement where they are pretty much spending more than the revs and look unlikely to service debt without another raise!

And he knew all this when he did the last cash call - that’s just a repeated narrative where he raises money then stuffs the sp and his investors!

Central block aside the rest is looking like a basket case because it’s in the wrong hands! I don’t know what to believe anymore!

This is now a trading stock to try and catch the bottom and hope a buyer for the company emerges!

Thankfully I am up significantly here overall having sold loads at 114p - now less than 8p unbelievable!

My genuine sympathies for all the fellow PI’s that have lost money here. What a sht show!

Usual caveats

Trek

Schroeder’s pick up 11.5% of stock and sp hardly moves hopefully that’s the float or sellers satisfied!

Trek

Yep but US has stockpiles of Cu!

https://www.reuters.com/markets/commodities/copper-joins-critical-minerals-list-us-has-plenty-already-2025-11-11/?u

No idea if that’s bullish or bearish as they are happy to pile it high!

Usual caveats

Trek

Nom,

Thanks for the links - much of the logistics are not such an issue now.

Deep water ports, infrastructure, hydro-power etc.

The resourcing has always been of concern. Using local has limitations but folk are being shipped in.

Grades and commo price really help with the economics as does the unfortunate glacial melt.

Trek

Taken a while but 100p at last!

Trek