Member Info for TrekMadone

I posted info about the ISR technique before. I am surprised they never mentioned in more detail about costs differential and that the recovery % was same or better as you collect smaller particles, less waste. They also overlooked the above ground process.

Still as it’s probably new to many it’s enough to get the juices running.

Trek

Classic staircase setting up as opposed to Elliot wave as we haven’t had first of 3 steps down, gone sideways.

Close out the pennant then the SP resumes an ascending channel replicating the step up from April - beginning of May, 8p - 24p.

So that’s another 16p step following any break above 24p which takes us to a climb to 40p.

Funny thing is people have called 40p now the chart is showing what they wish for. Lol!

Not me though....

Trek

£5

“Oncimmune Holdings

Oncimmune Holdings [LON:ONC] has published its full year trading update today, with full year revenues up eight times from the 2020 figure, although this was very much in line with market expectations. The company is confident over the coming year, with expectations that many of its ImmunoINSIGHTS service contracts can be converted into strategic commercial partnerships, providing the grounds for another step change in revenue growth.”

https://www.thearmchairtrader.com/british-american-tobacco-oncimmune-holdings-and-itaconix/

Trek

For sure iPhone, we will need a couple of weeks for the analysts to get their head around this.

It’s another great set of numbers. We are growing very fast. There is unprecedented pent up demand for immunoinsights and earlyCDT lung.

Here’s the thing. The NHS or US or for that matter health services around the world haven’t got to grips with the long term lung damage from covid.

This news release,: https://oxfordbrc.nihr.ac.uk/study-confirms-longer-term-lung-damage-after-covid-19/ shows that many months after covid patients are suffering from breathlessness.

Furthermore, you can’t detect this on normal MRI scanners. You need hyperpolarised xenon MRI scanners, (https://pubs.rsna.org/doi/10.1148/radiol.2021210033), such as those provided by POLX (see POLX RNS 26 may) or ONC’s blood test and how much cheaper is that!

This story is just beginning. I expect ONC now to either make an aquisition in the US so that the rest of the business can gradually focus on Europe or merge with a US biotech to provide scale such is the rate of growth.

Likewise I wouldn’t rule out a takeover as one of our customers would likely want the surety of diagnostics all to themselves. Someone like Genentech is a possibility as they also provide outsourced diagnostics.

The downside here, typical of aim is the liquidity. I feel for those that may have bought in at the highs as the sp has clearly been walked down ahead of results on low volumes. However, value will out and I expected £4 when we were £1. I can only see further upside to that now.

The Nasdaq listing could be great news and also simply any further acquisitions or us being a target. Interesting times.

Usual caveats

Trek

Check out THR, fully funded for several major projects all about to start drilling, Oz/USA (target 1.2p)

CHF- copper/gold Cyprus (EU) and Canada news due on both. (Target 11.5p-12.5p)

WSBN - started drilling now for copper, gold drilling starting soon next to Haverion. All Oz. Target sub 20p

ECR - drilling Creswick and Bailieston atm, loads of cash (£5.5m) all Oz target sub 2p

LND - drilling in Canada awaiting results results target 34p

That should give you plenty to get your teeth into!

Trek

Just reading through the digital AR. This is not the presentation or language of a £190m mcap company. The language, behaviours, aspirations and data is more akin to a £1-2bn company. That’s very reflective of our CEO. Fair play. I am also very impressed by our CFO.

I expect AK will reorganise his BoD if the RTO comes off. If so I’d love to see SJ lead Niger. He really has a nose for exploration. His hit rate at NPE was awesome! Mind you it should t take too much effort in Niger, pretty much everyone a winner, but still wouldn’t take any chances!

https://ar20.savannah-energy.com/

Trek

Totally agree, these grades are commercial but not stellar. The market hasn’t cottoned on that we have high grade zones interspersed following our earlier bonanza grades. This adds up to a very attractive acreage with a resource that should continue to grow from here.

With the raise at 30p and more results to come there’s decent cover now. That has to make this a pretty compelling buy at this level.

Trek

Yes it’s via RNS Reach.

Anyways this looks very interesting. Set up a separate Co as a standalone that could very likely be taken over. If not should do well on its own with more focus on the battery tech.

If you are interested in how this structure can work look at what OPTI did for SBTX and look at the SBTX graph. Also ORPH are embarking on a similar exercise with HViVO.

It’s seems to be a smart way of getting value from the business. If this is a paradigm for DCTA then there are loads of verticals it could float out all with access to the patents and specific areas that don’t really overlap like textiles, concrete, Setcar etc.

Interesting.

Usual caveats

Trek

Bunsa,

I remember it. It was an obvious spoof. I remember the link at the bottom was to ‘the annoying Red Devil, from Balls of Steel’. I remember coz I had never heard of The annoying Red Devil and checked out his other vids on YouTube. Watched them in horror with Mrs Trek!

As for posters Gramacho was one a tech guy, and BlueHorseShoeLovesChipfat a day trader.

There was another Sans Serif or something like that. He was the best poster by miles because he made a fortune from shorting XEL. He went long on ops and short on finance. Something I have learnt since. A very clever guy. His capital gains tax bill was over £100k! He was a whiz on finance and knew the SEDAR terms and bond holders positions inside out. Fair play!

He got banned from iii probably because people didn’t like hearing the ‘truth’.

Now back to HE1..... long on ops! Lol!

Trek

£5

Hi Bunsa,

Yes. I grew into a man after that kicking. It nearly wiped me out. I then walked into IMM albeit not as brutal.

I have learnt so much since and only trust my own research which I do diligently.

Things have turned around since. Significantly!

I don’t post on iii anymore. The BB is useless!

Good luck with your investments

Trek

£5

Well in reality it doesn’t matter if the recent 5m and 2.5m were buys or sells. This is where your TA kicks in in the news void. It’s basically a good volume and good liquidity and the SP by any interpretation seems to have reached its nadir and is now fighting to tick up.

It’s ok I am not a slave to TA but if I were waiting to buy having recently DMOR here I’d be looking for that tick up before adding.

Funny thing is many snub TA and I agree it often is meaningless yet when we buy a share, any share we all look at the chart! Lol!

ECR is turning!

Trek

Leaf,

It’s always a reasonable assumption to make re cash. Many here make the mistake (can’t be arsed to check cash exactly as I did post it before) that following the year end they have what was is Xm on the books, but P3 was funded from that and will feature in 20/21 accounts so cash is ‘overstated’ well it’s not if you actually look correctly.

I think they have about 10m left with more bills to pay. That should be enough for now....but

1. They can’t realistically tap investors for more cash based on the old spiel.
2. That means they need a significant step in SP before coming to market and that means news. Significant news!
3. If they believe 2 won’t happen then it’s a good dose of flirting with any potential suitor to buy us out. My view is the ‘potential’ is still much higher than our current mcap!

I therefore think that an investment now, risk profiles and disclaimers noted is a pretty good risk reward play.

I actually think anything sub £2 will see a decent return.

By the looks of things this virus is here to stay and eventually SNG will prove their therapeutic as being mutation agnostic and an essential weapon against an ongoing pandemic.

We know that the market just don’t get it yet hence this stock is so easy to trade on media news but imo even buy and forget will win through eventually.

If ever there was a ‘I think this is an easy money stock’ then imo SNG fits the bill!

2.5x up with very little effort and a free carry. But I am desperately trying to free cash now to add to my core holding!

Usual caveats

Trek

I don’t get some of the animosity here. This share is clearly a spike retrace play. Look at the 5 year chart. I did well here April 19, I think I nearly doubled my money. But all said this co is equally likely to be a classic turnaround play having got their finances in order.

For sure they have been asleep during covid. I mean it’s been an open goal irrespective of travel restrictions. Zoom ffs! My son has managed to import goods from China all through the pandemic it was only suez that really caused a headache! There is so much they can do sales wise now!

Just look at the speak around Facebook (I hate by the way, tax dodging and child porn comes to mind!) with encryption. Look at colonial pipeline. Look at Brexit and immigration policy, IS in Africa and then covid! I mean you really shouldn’t have to work too hard to sell these products and services in advance of a covid reopening!

This is a recovery play for me but make no bones about it if it sticks sub 4 I’m out!

Pretty sure the BoD will realise that and hopefully get their arse in gear!

Open goal FFS!!

Trek

Hi Golfgains,

O/T I shot 73 a few weeks ago. First time ever below 75! Anyways back to normal again now!

“Bit off topic, but how many companies do you guys and girls have in your portfolios?”

ATM I hold 20 stocks all bar 3 on AIM. HE1 is significantly my highest then TXP, AVCT, SAVE then a few Oz gold miners and a few biotechs, then some tech. All small mcap as I like the leverage.

520% up last year from a modest position.

20 is a lot of companies to research as you need to know your sector. I researched around 20 small cap gold miners before making my decisions on which to buy. Tracking warrants is a nightmare!

Be prepared for surprises and don’t be afraid to sell ones that are going down and add to one’s that are rising. Unless you really believe the market has it wrong when a SP falls sell it. I have often sold it anyway and then bought back more shares!

If it’s bad news be brutal and dump it. I was in BPC for many years. Traded it well but sold the last at 1.6p now look at it!

I have 2.5 x free carry on SNG by buying and selling but always kept a core holding.

I could go on but it’s boring there is no right or wrong answer but as for HE1, imo most people on the sidelines are making the classic mistake. It will pull back. I will get 15p. Then I will get 20p etc.

That’s where the TA together with DYOR, looking at potential newsflow, peer analysis etc can help or you could just buy momentum and sell at 20%. There are many ways of playing it.

Good luck with your investments

Trek

£5

Forgot to add that’s a 1043% SP increase in one year!

Trek

£5

Noob,

Good work...

Add in the Share Prices

-DME-
17/06 Drilling announced commenced. $0.38
23/06 Announces that it has encountered gas in multiple zones in its first wildcat exploratory well. $0.54
16/07 Announces second well drilled. $0.85
20/07 Announces that it has encountered gas in multiple zones. $0.76
23/07 Announces casing and evaluation of gas sample. $0.61
18/08 Announce completion of evaluation. $0.68
24/08 RESULTS-24,214 MCFGPD-Helium 7%, Nitrogen 77%, CO2 4.% Methane 2% + minor gases. $0.80
02/09 RESULTS-1,251.2 MCFGPD. Helium 4%, Nitrogen 90%, CO2 0.006%, Methane 3% +minor Gases $1.70
16/02 Guidance on Helium reserves in first well $1.51
22/02 obtains additional acreage $1.61
25/03 additional acreage $2.82
29/04 Permit for another well $3.69
25/05 ops begin on another well $4.17

We already have additional well targets so can skip the acreage additions!

We are below the $0.38 equivalent on the DME chart...DME SP now $4.23! And more drill targets!

https://www.google.com/finance/quote/DME:CVE?window=1Y

Perhaps I should increase my £5! lol.

Trek

£5

So who else is drilling an anticline structure with multiple horizons and a gravity high in an area with proven Helium seeps....

Trek

£5

RNS from DME....

Nov 19 2020...

“The Company is pleased to announce that the Arizona Oil & Gas Conservation Commission has granted Desert Mountain Energy Corp. the permit to drill the third exploratory helium well in NE Arizona. This well is located approximately 70 miles west of the two successful wildcat helium wells the Company drilled then completed in August of this year. This well is situated on a known anticlinal feature which the Company ran proprietary seismic and other geophysical studies pertinent to locating specific trapping mechanisms required to have commercial quantities of helium.”

7th Dec 2020

“Vancouver, British Columbia — Desert Mountain Energy is pleased to announce that it has commenced drilling its third well in Arizona...

The well is anticipated to be drilled to a total depth (TD) of approximately 2,000 feet. This well is located approximately 70 miles west of the first two wells and is intended to prove up a number of significant geological structures in the western portion of the basin. The Company’s technical team has identified three potential target zones in this well. Surface casing has been set and cemented into place and after sufficient curing time for the cement, drilling to planned TD is ongoing.

After drilling this well to planned TD and a decision has been made to set & cement production casing, a completion rig will be brought in to complete the well, perforate and test specific zones. That testing if undertaken will include a full gas composition test completed by an independent third party.”

Then Dec 14 2020... 7 DAYS LATER!

“The Company is pleased to announce that it successfully completed drilling of the previously approved and permitted third well last Tuesday 12/08/20 and open hole logs run and production casing set and cemented into place. Upon the removal of drilling equipment, the single pit was immediately filled, thereby completing the initial remediation on 12/09/20. As previously press released the Company had drilled, set and cemented into place the surface casing to protect treatable water on 12/04/20. The production casing was run and cemented into place on 12/08/20 providing the additional protection to all zones as per the previously approved and permitted well design...

The open hole well logs indicated the Company encountered multiple prospective helium bearing zones. Resistivities in the three prospective helium bearing zones range from 48 ohms to a high in excess of 120 ohms. Excellent porosities demonstrated direct correlation to the prospective helium bearing zones with the thickest probable helium bearing zone being 59’ thick.

The successful drilling of the third well some 74 miles away from the first two wells (the results of which were previously announced in June and July 2020) clearly demonstrates the Company’s geologic modeling plans in reference as to the basic required trap mechanisms for commercial helium production in NE Arizona.“

Blu,

The - before the number with a trade of the same value is a cancelled trade. So the £49k was posted and cancelled -£49k.

The two 250k trades where probably the same buyer or seller. Matters not. Great liquidity here and SP is moving North.

Trek

£5

Marginal oil fields all gone to locals....

https://www.arise.tv/nigeria-concludes-marginal-field-bid-round-80-winners-get-award-certificates/

All good as it underlines a positive business environment and they need infrastructure!

Trek