Member Info for TrekMadone

They haven’t tested deep yet. This hasn’t been perforated. They mid zone as expected from the logs wasn’t commercial.

Bad news out the way. Should have put a simple table in the rns.

The 50% fib ta retrace has now been hit.

Lots to play for. It’s never easy!

Ath’s again in 6 months I reckon.

Trek

Chinook = oil charged, light sweet crude but not commercial. Have grabbed as much tech as possible before looking to revisit the Herrera fairway with a pump, it’s typical geo for the block .... “The Penal-Barrackpore Herrera oil pools have cumulative production of over 80 million barrels since their discovery in the 1960s.” So they will revisit later and re model.

Cascadura - mid zone abandoned after obtaining data

Cascadura deep - being drilled and perforated to bring to production

Royston = separate fairway about to spud

Probably a poor post as poorly constructed RNS for us lay folk!

SP dip today as chinook although we have already been told wasn’t commercial will grab the headlines which in fact should be Coho will still finance us, Cascadura deep on target. Royston spud, separate geo and learning form Chinook may open Barrackpore type future drilling campaign which we have the rig and finance to explore later. But let’s see what the pump shows on next visit.

Personally I will be adding in news ISA as I see it as bad news out next news positive and sp probably lower now but much higher later.

Usual caveats

Trek

Been holding us back. They may ditch the rest today to cover up their mess elsewhere.

Trek

You gotta love this...Oxford Nanopore up to £7bn valuation.....

“It has played a big role in sequencing the virus that causes Covid-19: around a fifth (170,000) of the Sars-CoV-2 virus genomes in the global database GISAID were generated on one of its devices. It counts labs connected to governments, public health bodies and universities among its clients, and charges anything from several hundred dollars up to $2,000 per human genome sequenced.”

ONC tests selling globally for €1000 a test. Several proprietary platforms numerous Pharma majors. NHS contracts, biggest autoantibody database in the world. Selling to China, US, Europe, Russia etc! lighthouse labs covid test. Sought by UK plc for long covid trials, bla bla

...mcap £135m lol!

Oxford nano probably doesn’t warrant a £7bn tag but ONC certainly doesn’t warrant a £135m price tag. I just wish I could buy more before the inevitable rerate!

https://www.theguardian.com/business/2021/mar/30/oxford-nanopore-to-float-on-london-stock-exchange

Trek

That’s the trades going through now. Weird looking at sells of 5m, a couple 1m and several in the 100’s’k’s!

Shouldn’t take long to wash them through then loads of news to follow. Min 2 major contracts by end of May I reckon. May even see us on the leader board!

Trek

Noobs, it happens mate. I bought ARB at a 4.3p average. I knew they’d be a quid one day. After years of purgatory I sold into the rise with PW. I still have a few but not £1.5m worth which is what my investment would have been worth when the hit £3!

I can list other examples that multi-bagged after I sold that were all very under the Radar when I invested. One learns. It’s all part of the curve.

Before anyone buys or sells on AIM you really should get a bit of paper out, write on one half why you bought and then on the other why you should now be selling/buying.

In the absence of news you’ll find the buy rationale hasn’t changed but the sell rationale is price dropping and that is often on low volumes or investor fatigue. Those can actually be buy signals not sell. Look at AVCT a classic example. No news, SP goes from 290 to 215. Now it’s bounced.

The drop is just investors selling half on a double or nervous contagion but that doesn’t change why you bought in the first place!

This game is NOT easy, you can be lucky but those that win mostly work hard to get there and few make big money on AIM.

Anyways sub 10p here will still multi-bag but only if you own some!

Usual caveats.

Trek

Well i’m with you Dv, just back from a round of golf thinking happy days ECR are still down so I can add to Mrs Trek’s ISA and there you have it!! It’s just the MM’s taking the pss!!!

You couldn’t make it up!

Trek

Silly - they will ignore the review, heads in sand and get left behind EU, US, Israel, Thailand, Philippines, South Korea, etc haven’t you been reading the BB!

Trek

It can be.

Trek

Hi Alwaysone, have a look at the Cenkos note below. They are funded. Also rev’s will cover R&D. Should be a transformational year for Directa with so many verticals about to come good. EBITDA positive, royalty model and we have Setcar. Also check out PSS our major shareholder and Nant his green synonymous tech business and NexTech and their customers.

Loads more here with asphalt, apparel and tyres etc to get your teeth into!

Trek

“Cannot understand why the drop after such strong hold around 18s~19s”

I think it’s folk managing CGT or selling to move into cash ready for ISA rather than chancing the B&I spread. I have sold £20k to do that. I am not expecting news until the first full week after hols so will move my £20k into ISA and re buy. Hoping for around same price.

Could be wrong. Chance we all take. But with low volumes it’s knocking us back a tad. Longer term news will/should sort it out.

Trek

Agree dontgiveup,

It’s not a lifestyle company. DM is out there making hard yards and winning hearts and minds of the Tanzanian people working with the authorities.

Well structured and professionally presented accounts. Directors and seed investors are locked in. The VWAP on the drill ‘carry’ also ensures a fair price for all concerned.

Given the potential upside here I expect some PI’s may be waiting to add a few HE1’s to their ISA.

Trek

Pretty positive Polar now picked up +5% from scratch.
No BlackRock selling TR1, we have had volume.
Schroders gone above 5%

SP down atm. It’s the normal pattern here. SP seems to play catch up several days after news.

Trek

Blue finish

Trek

“...We look forward to working with our chosen partner to designing and launching a new generation of high-performance golf balls."

That’s the key bit chosen partner. It’s a great model. Provide the G+ tech to enhance current R&D and production. Supercharge what’s out there using their GMP. Minimal costs, quicker route to market. Take a royalty.

Trek

I read it in the week. A pe of 18 is actually very cheap for a tech stock and the debt is not yet reflective of our acquisition.

For sure the company needs news of orders but the orders won’t come until after the regs. Now we have the regs the sp is an anticipation of the order pipeline.

It will be a little bumpy but the pe will soon be in the 40’s on the first orders and then beyond.

We are looking at a transformational product, just a few million in orders will have a huge impact in the sp and ability to pay debt or more likely invest organically.

With the kit being recyclable we mag also attract some ESG investors, albeit some may stay away from defence. When we get above 500m mcap and that we pay a divi should generate new investors and a much higher sp based on new sales.

The video shows how there would be booths of these things. Once you have had any valid test I expect you can just swipe a QR passport for a couple of days which will speed things up.

Trek

I think iAbra will order from TTG in advance. They will need a number on the shelf now I hope we get an RNS for orders soon.

I don’t see this unit being used for football stadiums, or even theatre’s. It fits turnstile scenario’s where there is less pressure on queues. Like an office, getting on/off a cruise ship, police station, casualty that sort of thing.

Imagine if you were about to go to the match and had a positive test....say no more! But there are hundreds of places where it can be used especially as it picks up other pathogens as well.

For sure if thousands of these units are ordered it will be a big deal for TTG.

Trek

We are the highest riser today on my list of 18 gold stocks, 2nd is EEE so the sector still isn’t in favour.

Now is the contrarian buy imo.

Trek

I suspect it’s the old FT article,. Before they got validation, check the date.

To be fair iAbra boasted too early. That’s now behind us. We have clearance.

Just need an order now from Carnival for 1000 units! It’ll come! Lol!

Usual caveats,

Trek

I emailed the company about that a while ago. They didn’t reply. I can only assume you change the cartridge like a printer. It doesn’t mean bin the machine. Or we tell folk they need to buy two! Wheel one in and one out!

More news....Buyers will be here soon fill yer boots!

https://www.cityam.com/20-second-covid-test-to-be-distributed-across-the-uk-and-europe/amp/

Trek