Member Info for TrekMadone

In loads Noob. Don’t want to bore all with my tips. Many are the usual suspects.

ONC, DCTA and SAVE will be ones off the radar you can research. Not that many posters there but all good. ECR is my top gold pick amongst a few. TXP, O&G should move up in a couple weeks.

However, If it’s a boring quarterly divi stock you want. Check out GLO, stated 10% yoy divi increase and the CEO says ‘we are so cheap the best way to spend our money after paying a divi is to buy back own shares!’ Yet the stock is hardly covered! City boys eh! Lol! It’s where I hope to tip some AVCT and SNG profits when the spike as I need to provide income from this.

Re Mozambique, I have been watching it. The Total plant is $billions, built for the biggest African gas find. As often the case corruption and not sharing wealth turns some folk towards militants. The govt don’t keep it under wraps as on the take. People are vulnerable. Not a justification, it’s how it is. My preferred news channel is Al Jazeera on line. It has by far the best coverage you can catch up there.

dai’, the single unit, small number trades are either, inter market maker moving across books, gradual order filling or small divi payments (don’t apply, yet! Lol!). Those market ALGO can be scheme related as posted before. You can see the types on the LSE page, MIC flags.

Trek

Hi Craignews,

Lots of the red trades are buys. The LSE algorithm takes 15mins to run. As the SP is moving quickly (up), by the time it has run and the trade is published it is below the mid SP point so the algorithm publishes it as a sell when it was a buy.

It works both ways. If a SP drops quickly a sell looks like a buy as by the time the algorithm has run it is now above the mid point

When the SP is moving quickly or if there is a big spread you can’t be certain re buys or sells. They are however a good indication during ‘normal’ conditions.

The best way to know is simply by looking at the SP trajectory over time, using the chart candles.

HE1 shares are in demand. The trend is up in anticipation of news. Sellers are being absorbed and when the MM can’t match anymore orders there will be the usual shake, algo trades and MM schemes (which once registered are compliant under Mifid2). Then there will be some huge gaps up to try and generate liquidity. That’s the role of the MM, to make a market!

Here’s the tech on MM schemes. So much to look forward to! Lol!

“ Definition: market making incentive schemes that the Exchange is mandated to offer under Article 48(2)(b) of MiFID and Article 1 of Commission Delegated Regulation (EU) 2017/578”

Page 58 covers it and also ALGO trades ATB.

https://docs.londonstockexchange.com/sites/default/files/documents/rules-lse.pdf

Trek

Welcome and well done with DME! 200m mcap.

Nice chart!

https://www.google.com/search?q=desert%20mountain%20energy%20stock&ie=utf-8&oe=utf-8

Trek

New vid with Adam.

https://www.proactiveinvestors.co.uk/companies/news/945798/oncimmune-holdings--win-contracts-with-roche-and-cedars-sinai-medical-center-for-covid-19-research-945798.html

Volumes really picking up. Mostly near ASK.

https://www.londonstockexchange.com/stock/ONC/oncimmune-holdings-plc/trade-recap

Cant believe the pop today. I was hoping for a last top up and just got in and up 25p!

Trek

This hasn’t started yet. Targeting 13TCF of gas equivalent. MCAP £53m! Lol!

Some here may know how BPC went from 4p to 25p in 2011 on hope of being able to drill a monster structure in the Bahamas. That was with anti drilling ‘save the bays’ campaigns, electioneering around drilling. Not fully funded, production licenses needed the list goes on...

This is funded, has government support; President Samia Suluhu Hassan even said, quote ‘.....and Helium” in her speech about corporate reforms. I mean it’s like Bojo talking about mining and saying and Bauxite or something obscure!

This is about to be technically as derisked as possible short of drilling with the new 2D infills.

Then its drilling and environmentals. These should be straightforward given all the networking DM did on the ground. Listen to the crux vid. He was even seeking local people with the potential to build a huge scale operational team. DM now has the numbers of who to speak to!

Then it’s spud, mid May. £150 - £200m MCAP depending on seismics is my target. That’s like 6 -8 weeks time.

I guess that’s too long for many of the AIM traders to wait. They do so well elsewhere so the hot money won’t even be in here yet. Just the smart money! Lol!

Usual caveats

Trek

“Out of interest what makes you think it is a sell? The numbers seem to correlate with a buy”

It was closer to the bid at 15:31. But it doesn’t matter. It was a trade. The important think is the chart candles over time and that is up (green). We are heading to break 10p with good liquidity as sells are now easily absorbed.

We may also find more PI’s buy when we clear 10p as that is a momentum buy and some buy in tranches and like to average up.

Remember directors and seed investors are subjected to a 12 month lock in and orderly disposal.

https://api.londonstockexchange.com/api/gw/lse/download/HE1/trades

Trek

This is a synonymous producing field. Section 8 refers. There are seal and trap formations. It also produces HC’s. The He comes from the deeper U and Th decays and gets caught in the same HC traps along with CO2 and N. It’s commercial with max concentrations of 1.2%.

https://backend.otcmarkets.com/otcapi/company/financial-report/185487/content

The cross reference to the CPR is section 5.2 page 92.

Trek

“At the end of the day, follow the money!”

It was likely a sell and the SP went up. Now that is worth following!

Trek

Re risks, best for investors to download the prospectus here...

http://www.helium-one.com/wp-content/uploads/2020/11/259989-Project-Apollo-CLN-reduced-memory-Final-13.11.20.pdf

Page 44 risk factors (see also section 10 of CPR)
Page 55 CPR ( competent persons report)

Section 5 of the CPR (from Page 90) gives detail of HE1’s exploration activities. Obviously they now have 2D infill seismic analysis to add in.

Section 6 of the CPR (from page 94) gives an overview of the geology, the seep evidence and the likelihood of HE1 reservoirs in the Rift Valley with a summary of prospective resources.

There is so much data it’s best prospective investors include this reading as part of DYOR.

FWIW I think this project has such huge multibag opportunity that every ISA that can afford a bit of high risk play should have whatever you can afford to loose allotted. I have a slightly different approach with 700k shares. But even £1k invested could reap 10-50x return IF all goes well.

Usual caveats.

Trek

Ps lsetown, that is basically correct but it hasn’t been used before. HE1 have also mitigated risk with subsidy approach. It could work out at 30% dilution if invoked. It’s in the prospectus.

Deals = Edale’s. Clever iPad!

Trek

Deals have said, Non uk issuer; crossed on 1st April at 4.05%, we’ll actually they don’t have to notice below 5% and have 5 days to do so so they have done us a favour. Interesting though that they went right in on the buy after the dip and before the next results. Same as me! Lol!

Trek

Just topped up at 85p. The irony is that my last trade here was a sell to derisk at 85p ahead of drill results! This time it’s the opposite, Lol!

Trek

Just an observation, no RNS over at ABC.

Trek

That’s better!

The new ramp has made a significant difference. I don’t think they can recover to plan but that’s now in the price. Here’s hoping it was the bottom.

Trek

Well what can we say. Well done Adam and team. Two major contracts and it picks up on the long covid diagnostics. Our platforms, the biggest autoantibody platform in the world might I add is getting noticed! It’s cheaper and more efficient for Pharma to farm this analysis out. It’s akin to the ORPH model where the experts do the leg work. We must be saving Pharma a fortune in time and money now!

I added a few last week. Kinda figured sub £2 won’t be around much longer.

As we move closer to NASDAQ and the other NHS contracts and when global EarlyCDT project news arrives I expect it will get busy here. It’s nice being in a stock early!

Enjoy the peace and analysis whilst it lasts!

Trek

“Wouldn’t be the worst idea to buy it for those tax credits and small production....”

Beg to disagree, all those shares and death spiral finance! No way! It’s a lifestyle company!

Trek

In terms of trials don’t underestimate the usefulness of being able to provide an antigen test and an antibody tests as well as link into track and trace and NHS vax database. The testing enables those that have not yet had the vax to take part in trials.

CTEA are looking like a one stop shop for a pilot.

https://www.catenaeinnovation.com/bha-medical-joint-venture

Trek

USA 4th wave...

IMO Testing will be here to stay in some form or other, the govt just don’t know it yet!

https://www.theguardian.com/us-news/2021/apr/01/us-fourth-wave-covid-coronavirus-cases

Trek

Having had the time to read and reflect on the report with an average now of 104, I could sell up an absorb a loss but I actually think it’s a great buying opportunity, especially for new investors.

At least now we know why the SP has drifted from the 170’s all the way to sub 90p, not helped by the director’s offloading!

The teething problems are out the way. They have refined their blasting techniques to prevent the overbreak which results in low grade ore and they understand the breaks in the seam so they can ditch that ore rather than mill it.

The machinery is now performing better than expected and their operational knowledge has improved dramatically. Another ramp is open and they are heading towards the 8 zone with full finance and permits.

So basically all the sht news is now in the price and out the way. The lesson is when directors sell. Sell. Don’t try and understand why. In more cases than not the SP will eventually drop. You can then see why and buy back in or not at a later date!

For now I think this is a buy/average down and the SP should claw its way back to 120-135 where it sat comfortably for a while giving folk that can at a higher sp a chance to get back into profit.

All depends on the POG of course but the low AISC here, regular pours and good finance terms leads me to think we are about to turn a corner.

Usual caveats

Trek

Lots of headlines in papers about passports and mostly views from those against. Both sides have a reasonable argument but both seem to agree vaccines passports are needed for international travel.

So a common ground = passports to travel across borders = back door, soft introductions to passports.

I doubt many youngsters won’t miss out on a trip to Ibiza for a principle stand against passports!

All playing out nicely. We just need a BoD that can score in an open goal!

Usual caveats

Trek