Member Info for TrekMadone

Trades were on ii my biggest was a 25k sell followed immediately by a 25k buy for less.

ii deliver best process from a group of market makers. I have seen the backwardation many times before but usually it’s not worth it due to stamp but for IT there’s no stamp.

After that 25k sell buy I tried again and got told ‘it is not possible to sell at this time’. Was a while before they straightened it out lol!

Still the spreadsheet looks much better now lol!

My true average is around 65p though.

Usual caveats

Trek

COIN.PL I have added some more in there. News on yellow token soon. Should see a spike. Yellow enables seamless trading across different crypto platforms.

It’s based on the ethereum ecosystem. You are talking potentially billions of USD per day! Obviously transaction fees are mininscule but this is much needed and should be adopted relatively quickly and be the de facto trading play for all. Well that’s why so many big names have put millions into it and it’s been years in the making!

I see an opportunity to sell half on a double into news and see what happens with the rest.

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Trek

Well these guys keep threatening to do a buy back. Hopefully they can get their act together and buy a meaningful amount as opposed to a one off like last time.

Afterall the divi has been flat for over 5 years and the NAV has been drifting down and yet they still want 1.76% in charges plus a performance fee!

Ok for those of us that are recently parking money here for a short term to grab the high yield as inflation comes down. But with the sp declining as well I don’t think the management are worth their money and this may be another buyback that doesn’t materialise or come out as anything meaningful.

For long term investments there’s much better elsewhere imo.

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Trek

Super Ai

What if an Ai that write code is allowed to refine its own code so that it redefines itself?

An interesting vid if only to hear what you already thought from someone else.

Plumbers, care workers, construction engineers et all that do physical work will be ok and I think Ai is just in time demographically.. but I am not so sure when it comes to how humanity cope with restricting its use ethically….

Well let’s face it just like social media porn, racism, terrorism, fraud, bullying etc and ultimately warfare will take over!

https://m.youtube.com/watch?v=5KmopXwjXik

Trek

So if he didn’t get enough votes then why is he still there apart for ‘openness and transparency!’

Surely someone from the assurance bod could do the job.

Isn’t the idea to save costs - what an opportunity!

Typical example of one rule for corporates - don’t do as I do, do as I tell you.

Imo a Poor decision by the bod!

Trek

ARV will be fine Tro - grades rule ok!

My GRX has perked up … could go supersonic on litigation news. About as safe as an AIMer can be that one with a big European copper deposit as well!

My crappy charting saying 40 hold opens up 60 peak again!

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Trek

So I left the message with ii who said they’d call back in an hour because they were super busy! Happy to take our fees though! And still no call.

Looks like I will have to get the rest in market!

Yep I guess that post is about as interesting as this BB! lol!

Trek

Managed to get a few backwardation trades in here in the week. That’s when you sell and buy back cheaper coz they get the prices the wrong way around! Ideal with no tax and low trading fees. Made £170!…. But the spreadsheet is looking so much better! lol!

Trek

I’d hope so Tro!

Hit and run followed by a smash and grab!

That’s the way to ride the RNS spikes before the next cash call!

Trek

Well done on TOO borrowed!

Trek

Very likely majority are call options, allowed to run. If they were puts and the price went up they’d have to cover the position with cash once active. Even if split 60/40 long/short that diminishes returns and downside can still be disproportionate.

Looking at the blocklisting, the company has had the money and the majority out of the money have just been allowed to expire which tends to be the norm.

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Trek

Given up on trying to get through to ii 20mins of music! Arrgh!

Trek

Taken a punt on PXC and TXP again…. Sucker Trek!

I grabbed a few… 0.4p difference plus £3.99 for the trade hardly worth the worry, but gonna hedge my bets.

Probably find it closes early and ii who are pretty useless will still not have opened and then it’ll be 12p on the market!

That’s what happens when I expect it to dip after the ABB closes! lol!

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Trek

Shut down also showing signs of an end. Hoping for a leftfield RNS indicating a grant. But given the size of the company that’s really clutching at straws. But should it happen it could open the pathway to funding. Many would want in.

My preference though has always been to go the JV route.

Directors still spinning it but they still have skin in the game and fair play they got their accounts out on time!.

PR gone quiet perhaps they have learnt that whenever they speak they fk it up!

Darkest hour before dawn and all that…

News soon I reckon…

But I am not in love with PXC… just some tempered FOMO!

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Trek

Sold out a while back and been waiting for this to buy back in. ii still not indicating as participating and given the relatively small retail allocation it could well close before many brokers get going!

So time to average in as it could well go below the placing price which seems to be the norm.

What a sht show!

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Trek

Worth a listen, was posted on GGP board.

30mins in ‘show me the drill hole(s)’

Now that’s my point about what sets ARV aside.

Ignore the wind and pss with these minnows and see if the have finance, tick and if they have metal, tick.

He even says that just because management have done it once doesn’t mean they can do it again!

Pretty brutal assessment of PI’s hence a very worthwhile use of your time.

Listen to the interview then review your research on ARV. I think the advice aligns.

It also supports why I haven't bought some other stocks!

https://m.youtube.com/watch?t=1148&v=6o78e2hmgX8

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Trek

China not far behind USA, Russia loosing ground, India grown past Japan

https://www.visualcapitalist.com/ranked-the-worlds-largest-economies-in-2026/

Trek

Borrowed,

TOO could be a good growth story- bit of an OPTI genre…. Interims had 1m ish in cash but flow through from revs yet to be realised.

It’ll (as always) come down to the financials and how well they can scale up.

Good deals = more scaling = more cash needed = time the news to sell the news imo.

Still has legs to get back to ipo price imo if you dodged the spike I’d sell into the next one which could follow soon and recycle

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Trek

Here you go Evi - to support our macro view and well timed top ups. For now at least!

https://www.reuters.com/markets/commodities/us-lng-exporters-households-gas-use-collision-course-2025-10-22/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=102325&lctg=65d3a4d7962245101d037748

Looking pretty good here.

Time for another deal soon!

Usual caveats

Trek