Member Info for TrekMadone

11:46 “I’m really bullish on SNG. Back in jan I thought our window of opportunity was narrowing. Now I feel quite the opposite. If trial data is anywhere near to half decent then this will blow. ”

That’s where I am. I have been buying/increasing my position again recently. It’s been so quiet news wise here and the ‘pandemic landscape’ is marching slowly towards understanding that they need an effective therapeutic as folk see the vax for what it is capable of.

They need a complimentary therapeutic to to reduce hospital stays, ease lockdowns. So far there isn’t anywhere near a blockbuster ‘silver bullet’ even after so many trials over 3 lockdowns.

If SNG can show that it can reduce hospital stays then it may mean a pass for home use for breathless patients to avoid lockdowns.

My only concern is that we must be low on funds now, I am not sure how that will play out timing wise....

Activ-2
EUA?
P3 read out H2
Funding or for sale
P3 peer review
SNG001 production/scale clarity
Sale/distribution partners
Homeuse?

There are just so many options dependent on the readout but rather than leaving buying too late I think now is as good a time to add as any. I would like to think we have had enough clues now that it works and irrespective of where the SP has been or is any progress or additional funding will be aimed towards +170p.

When/if the right news arrives this will really motor to a much higher level and you simply will not be able to buy!

Time to tuck away.

Usual caveats

Trek

“if those dudes at Oberon wanted to sell their small holding they would not have any problem. There are takers. :0) ”

This is true. According to the LSE rules only the aggressors trade is published. I.e the instigator of the trade. This is why the London Stock Exchange does not publish buy or sell data, just the trade.

So we know Oberon is/has been a seller. That means those ‘aggressor’ sells are the published trades.

That is what has provided liquidity and kept the price down here. That may well soon end and we will have my 5p in a day rise as buyers outnumber sellers and the price has to rise to keep liquidity.

An insti selling, as long as ops are good is often a buying opportunity as the selling will come to an end.

Trek

£5

Hi ST,

“but they weren't obliged to tell us anything if they were still selling, even if they had crossed the 3% mark. So, that tells me they have reached all that they wanted to sell. meaning, their original investment capital.”

They have to notify us at the crossing of each 1% threshold from 3%. This is at close from that working day that they crossed. They can’t save it all up until they finish. They crossed from +3% to 2.91% on 19th. They then had 2 working days to tell us they crossed the threshold.

If they are still selling from 20th to today they don’t have to tell us as now below notifiable threshold.

You have no way of knowing if ‘they reached all they wanted to sell’. They could be selling still today. Going below 2% is not notifiable.

See link below.

Hope that helps,

Trek

£5

Hi ST,

“They haven't sold the lot..just they initial investment.”

As of the market close on the 19th they hadn’t sold the lot. They had crossed below 3%. As of today we don’t know. They may have reduced further. They are no longer obligated to advise the market unless they go back above 3%.

Trek

£5

Cyprus is 2000m, max depth likely to be 150m. So you can work out from there see RNS 28th June 21.

Labrador is surface analysis to identify targets as per CPR and RNS 19th May...

“A rich exploration and research database exists that, coupled with heads-up field investigations, can be leveraged towards rapid, smart drill target development in a very cost-effective manner. ”

Trek

It’s a sell. They reduced from above 3% to below 3%. They no longer have a notifiable position as UK based. They crossed on 19th July and have two working days to notify.

What you also need to be aware of is they, institutions often, notify late, don’t fill out forms correctly and for the likes of Acacia who repeatedly got TR1’s wrong whilst they offloaded I reported them to the MAR who said ‘it was a training issue!’

International TR1 notifications are 5% and UK are 3%.

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/

So they had to notify as went BELOW 3%. If it was a buy they would not need to notify until they went ABOVE 3%.

Trek

£5

No problem with options If aligning with shareholders but 32.315p is a joke! Should have been much closer to ATH!

https://www.londonstockexchange.com/news-article/LND/award-of-options/15066852

Trek

25/02/21 document.

Be careful.

Trek

The fires are in red lake but not near mine or highway. Nearest is at Killeran Lake.

SP was dropping before the fires.

Dropped to 63 today then bounce to 70p all in a few hours on little volume!

I mean what could possibly have changed in that time. For sure with 300 employees you are bound to get leaks but it needs volume.

Well done to those buying against the market.

Tuck away now and forget for a year imo!

Trek

This rout is across most small caps. Wether it’s a sell off or a severe price take down to deter a sell off I don’t know. It’s not the first time this has happened across summer months only to hopefully pick up from September onwards.

I am not worried about ONC so much as some of my others investments. ONC are in the right place to benefit from the economy opening and increase health spending. As govts spend smarter so will ONC’s tests benefit. They also raised cash recently for growth so don’t have to come back to a difficult market.

Like others I have added on many of the drops and all my recent buys are under water!

It would really help though if we could get some news out but as posted before it may well be sold into.

And yes I agree the manipulation is palpable but it’s not just here.

Trek

Don’t know why so many negative trades shown here. That means a pulled, cancelled trade before completion.

The LSE site is ok...

https://api.londonstockexchange.com/api/gw/lse/download/ECR/trades

Trek

Yes just looked at fire map and new fires updated some fires not yet under control.

Hoping it’s in the sp now!

Mm won’t take sells atm but can buy.

Imo if you have cash and time and can average in now sub 70 seems v cheap.

Pretty much everything been battered lately. It’s almost as if it’s coordinated to bring small caps down and then start again in September!

Think I will sit it out now as mad selling at a loss when in a year it should be much higher with production

Trek

PUR seems to be disconnected from the POG. I had 80p then 70p as the floor. We are down 48% over the year. That just doesn’t make sense. Canada down again, 5%, and I can’t find any news or explanation why.

We still have big backers in Sprott, Ashanti etc. No TR1’s just a BoD that seem to care very little about PI investors.

About time DL got off his arse and sold this companies merits, it shouldn’t be too difficult!

Trek

My timing here was not the best. Hindsight hey! But nonetheless the chart is still very bullish. I would only be concerned if 45p goes without a bounce. Short, medium, long term indicators are all bullish

https://www.marketscreener.com/quote/stock/THE-PARKMEAD-GROUP-PLC-15606852/charts/

Trek

Copper is not just for Christmas!....

“President Biden’s signature $579 billion infrastructure initiative is now one step closer to being rolled out. Its staggering size and ambition will have a profound impact on commodity markets and supply chains, in particular metals like copper, nickel, and silver, which stand to benefit substantially from this investment.

The key elements of the physical infrastructure plan include modernizing 20,000 miles of highways, roads, and main streets, fixing the 10 most economically significant bridges and repairing the worst 10,000 small bridges. It will replace or repair 24,000 buses, 5,000 rail cars, 200 stations and thousands of miles of track, signals, and power systems.

500,000 US EV chargers needed by 2040

The infrastructure initiative will also see the rolling-out electric vehicles and corresponding charging network, including the construction of 500,000 EV chargers by 2040, replacing 50,000 diesel transit vehicles and electrifying at least 20% of the iconic American yellow school bus fleet.

There are also plans to replace all lead pipes and service lines, invest in the electric grid network, and roll out affordable and reliable high-speed broadband across the country.......”

https://www.thearmchairtrader.com/copper-nickel-biden-bull-market/

Trek

“surely using these tests is a better option than isolating unnecessarily.”

All I know is it’s a mess. They really haven’t structured the testing.

Now you have test and release option for the Beta variant when returning from France. It is a VoC (from South Africa) as it is known that the vax is less effective.

There are 425 providers. Have they all been verified against Delta let alone Beta! We have had a hint that Innova doesn’t pick up Delta and no where is there a definitive saying it does.

https://www.find-travel-test-provider.service.gov.uk/test-to-release

When Beta gets a hold, and it will, and it will refine its own DNA to kill, unless they get a hold of this it could be too late for testing to matter. The govt missed the big opportunity after lockdown 1 and have missed it again from lockdown 2.

They should have had a national controlled compulsory structured testing regime in place at borders, places of employment, at home, hotels etc. But the lure of backhanders and cronyism has again won the day!

There are some great tests on the market that should have been backed, mass produced, regulated and proven against every variant.

Reading the news today and particularly the mess that we have left in Afghanistan, the climate change denial on our watch! The wasted opportunity to invest in health, infrastructure and manufacturing during the good times and now we suddenly have all that money!

It makes you wonder if the first world doesn’t deserve all it’s getting!

A philosophical Trek now going out to enjoy the sunshine!

Have a nice weekend all.

Trek

This is a great vid d2b (thanks cperkin for posting).

DM has had his first real challenge and come back out fighting. May find in the contract this one is on Mitchell’s. Will certainly re-focus everyone’s minds now!

A slight delay but Imo it’s got 30p written all over it! Very soon.

Trek

£5

Pension and noob,

This is a fickle market. You are both correct. Hold and hug doesn’t always pay. Nor does DYOR albeit it all helps but both need a little luck!

E.g. I have been in ONC since 85p. There were virtually zero posts on the bb! Sold a load for no other reason at 240 down to 190 as the market was turning down. there was little reason for such a brutal dive. Have now bought em all back! Not caught the bottom but not far off I hope! Same thing at PUR!

Perhaps it’s a collective of peeps doing the same. There are many similar stock price/performances on AIM and the SP moves a lot on low volumes.

It leads me to think each stock is individual but all are linked to macro!

Trek

£5

Tips are what they are, tips. You still gotta DYOR. I am still invested in all those stocks I tipped and up on CCZ since my tip. They will do very well. Read the RNS’s look at the postcode etc it wònt happen in one week but the story is unfolding.

Whilst my holdings elsewhere are much less than here I will be holding all bar bad news into next year.

The biggest worry atm is the macro with Jerome becoming more hawkish on rates and the Fed, now even the BoE seriously considering tapering!

That’s what’s hitting small caps atm. Few will be exempt if the Fed tapers, especially PM’s.

USD will likely bring the oil price down as well. This is a tricky space atm!

I note even PMG and TXP had a little pull back today. Any opportunity to mark down prices is taken.

That makes a buyers market imo. Only If you DYOR, have time, don’t need the cash and you also average in on quality companies patiently. The TA can also help albeit it’s only a guide but don’t be afraid to sell and buy back cheaper. There are many ways to make this work. Many of us say we are contrarian until it comes to being contrarian!

A great interview here today. All points covered. I did mention in an earlier post about the deflector for the sidetrack. Looks like it’s worked a treat!

On a lateral note, a few have mentioned ARB. I note their 20% pop today on Tesla rumours...

https://www.proactiveinvestors.co.uk/companies/news/955214/argo-blockchain-shares-spike-on-social-media-rumours-955214.html

Well if Tesla are, if true, looking at investing in ARB then SpaceX could potentially invest in HE1.

I said this right at the beginning of this journey and now imo we have a snippet; a minute and obscure hint, but nonetheless a snippet of what could be an emerging narrative!

Usual caveats

Enjoy the sunshine all.

Trek

£5

HE1, I have been there a while but results soon. It’s not too late to catch a potential huge multibag..

Copper is all the rage...CCZ and CHF! Both top bods!

Or a biotech AI tiddler to buy and forget IQAI or and AI biotech tester with loads of tier one contracts including NHS and top 7 Pharma’s, on a depressed SP atm following funding - ONC.

TXP pretty much everyone here knows about. News about to flow.

On gold ECR, Oz explorer funded also drilling now either the biggest lie on aim or one of the most undervalued - we’ll soon see.

Or you can go to Canada to PUR in red lake about to hit commercial production, funded with massive blue chip investors yet the SP is down. What am I missing!

Then in Canada you also have LND, huge grades more results due for sure a for sale sign soon!

All the one’s I mention are fully funded with at least half decent CEO’s as we never know!

If you think covid is still to play for there is the usual suspects, SNG, AVCT, GDR I hold but there are many others.

Best share the love but don’t forget if the Fed tapers and there is more hawkishness around interest rates the market will tank.

A receding tide lowers all ships!

Tricky times atm on macro + the summer hols, you need to pick wisely or stay in cash!

I am kinda glad SAVe are suspended!

Usual caveats

Trek