Member Info for TrekMadone

That’s the same page I have been on as posted a while back. The JV are interested in Bailieston and or Creswick, hence the drill results are now sensitive to discussions so radio silence.

There are also other factors at play with the SP decline. Some impatient PI’s who are only kin it for the long run’ when the SP rises. The warrants being flipped although it’s was only 16% fully diluted but there are few buyers other than some PI’s that see the long term opportunity.

The rotation trade which is a global theme and like it or not it impacts everything in some way or other.

I remember a post at above 3p support when I said if it breaks we could hit 2.12 being a classic 50% fib retrace from ATH! So even the charts have been against us!

But news can and will imo change everything. Hence I am holding and adding when I can.

Trek

No reason why this can’t reach 700m mcap. Sales will be there very soon.

Expect to see loads of shares trading now as Genostics flip. They are inter institutional trades. I saw the same at DCTA a while back. Millions of them when Patrick Shoon-Shion bought 28% of the company off of institutional and seed investors.

Trek

I agree on the placing. I sold at a loss and am on sidelines waiting to come back in. I expect it will happen very soon. Investors now have the books and outlook before the raise.

Future is bright, just needs cash to grow. That’s why these companies list so no surprise when it happens. Let’s hope they invite the PI’s on the same terms.

Trek

“As of today, our market cap is £626m so we are certainly big enough to qualify for FTSE 250”

Here’s a predictor... we are 359 but not tipped yet!

http://www.stockchallenge.co.uk/ftse.php

Trek

Just got some at 237! No idea why the the SP hasn’t spiked, we are only a £400m mcap!

Oh well, pretty good bet from this level one would like to think. Last time we hit 290 on a rumour!

Lol!

Trek

This is a huge long term revenue generator for TTG. They will need to scale up to meet demand!

Massive deal!

As for the SP well BlackRock won’t be selling now and Schroeder’s broker will be all over any float. The impact of this income on the SP will be transformational even if you just take UK cruise ships and UK airports.

Europe and US will follow but we simply won’t be able to meet demand.

£3.50 today. £5 very quickly. A safe long term divi from this level for investors.

Tip a few more stocks into here while you can!

I just wish AVCT got a flipping wiggle on!

Trek

Hi sdg1970-

How? The container ship happened after the small cap stock malaise.

Sure the Suez Canal contributes to 12% of freight traffic from Asia for all of Europe. That’s huge, but the aftermath will have more impact as the opening will cause queues at receiving ports! But it’s not the whole reason.

You may be aware that the POO has now dropped.

So yes The Suez Canal incident is a nominal macro event but it was after what we are seeing now with yield curve inversion, US jobs picking up ( the irony of which takes the pressure off QE, the equity drug of choice!) and a hint of an average inflation rate and forward factorising of interest rate normalisation.

So you have a holistic trade rotation. Only selective stock exceptions with unique drivers will dodge those bullets. Even then the upside will be diluted and the downside exacerbated.

HE1 along with many of my pf choices, whilst operating on an autonomous growth trajectory are NOT immune to wider, global, market machinations.

That’s the way it is.

Trek

Well DM in the interview commented that 20p will soon be a thing of the past. Obviously he qualified that but he seemed pretty confident especially following Mitchell’s buy in.

They have saved several months already and over 500k on drilling costs. It gives them the option for more drills!

Don’t forget the directors and seed investors are locked in for 12 months!

This gives PI’s a huge advantage. The global rotation/reflation trade that’s hitting us atm offers another opportunity gifted by the market as investors flip from growth stocks to value stocks.

My contrarian view makes this the time to buy/accumulate.

The SP may drip but the rerate when it comes could be in one session. Out and you are locked out and it may not even take an RNS. Just one trade to tip the balance into the MM’s hands!

Having got folks to sell they will gap up and watch the buying frenzy return. Seen it sooo many times - it’s like locking in a huge spread!

Usual caveats

Trek

It’s a play on the rotation trade from growth to value. It’s affecting sectors. Utilities, Insurers, value stock up. Growth plays like biotech, tech, o&g, mining etc bar a few exceptions are down globally. The smaller the mcap the bigger the hit.

I accept that but on a stock by stock basis, like with ONC and TTG that have received good news today the SP should move, otherwise, one is caught up in a market thematic. An excuse to generate volume and commission by the MM’s!

As an investor i guess it depends on your horizon re what you do. Sit, add or sell!

Usual caveats

Trek

They will have heat maps of anomalies. They will then drill and test. If the miss they may side tracks for better results. It’s all pretty standard. Picking the anomaly is relatively straightforward you just don’t know what’s there until you drill. We know from previous though (see CPR on link on my earlier post) that it’s NOT HC’s.

Surface samples say it’s He/N/CO2 etc. So we need the drill to test then to appraise and see if it’s commercial He.

Trek

The hit is not specific to ECR, it’s landed from the ‘US rotation trade’.

I have said before to use the google watchlist facility to set up your own sectors. You can then clearly see that Banks, Insurers and Utilities are up, NG, SLA, AV, LGEN, PHNX etc.. Growth stocks like biotechs, mining, O&G, technology are all getting severely hammered. The smaller the mcap the bigger the hit.

It’s a global thematic atm. There are a few exceptions of course like ONC, one of my biotechs (Free tip!) but the switch is pretty evident.

If you are long and confident on the prospect of ECR then now is a massive buying opportunity. Average in over time then switch off!

Usual caveats,

Trek

Well I think they read the BB!

Clarification that the funds weren’t need for existing ops and were entirely expansive, grabbing opportunities and note that Genostics are locked in for a year before any further SP sells, which also suits them fine!

Gonna have a think about how I can add here over next few days. The PF getting hammered atm apart from a few. Buying sub £2 with the news coming up is a pretty sound bet.

For many placings the SP dips below the placing price as placees flip shares. Given how sought these are I am not so sure we will see sub 180. If we do it will be a massive buying opportunity!

Judge this company in a year from now and imo this will be viewed as a huge opportunity!

Trek

Worth a read of their RNS today. It’s NOT approval but a big step given the extensive trials.

They are a turnstile test. I do not see them as threat to AVCT as we will still sell all we make and have the at home option and test passport optionality.

Still it’s worth noting. For disclosure I have a small position there less than 1/10 of my AVCT holdings.

Trek

Note how the SP was up as usual before the RNS!

Use that to our advantage if it spikes again on no news!

IMO authorisation will come soon from the MHRA. If it didn’t work following the huge brewery trial we would have been told by now! Not told ‘final stages’.

This will be political should the MHRA approve before overseas regulators because it will mean early fulfilment of orders for the UK. Where have we seen that before!

Schools, airports, offices, cruise ships etc afford themselves to a rapid turnstile test.

The last time news like this was ‘rumoured’ we hit 290. This time there’s more substance and the reaction is subdued such is the awful market for small companies atm, so few buyers.

Imo grab the opportunity!

Usual caveats

Trek

Check out ONC RNS today, that’s how to do a placing!

I think AVCT should work with them to test their affimers for antibody responses. ONC have the biggest autoantibody platform in the world second to none and are a global leader with 7 of top Pharma’s using their platform and several health services.

Sales and tests all over the world!

They could be such an impressive link for AVCT.

Usual caveats

Trek

I guess not needing cash was true. It’s the usual things change but everything looks extremely accretive so you can argue to stand still they didn’t need cash. This is all for rapid growth and at a slight SP premium. How many companies see a 20% drop in SP then a placing at another 20% discount. When you look at it that way it’s a significant premium to the SP and NO WARRANTS!

We should also see an end to the ii selling as Genostics are given an out via the placing and we can look forward to a US listing. Led by N1 Singer, top biotech broker imo!

We also have so many contracts about to be signed. Remember EarlyCDT lung is €1000 a test!

With health services getting back to normal there will be lots of demand here as it saves money over standard diagnostics, scans etc, leading to early preventative care, see independent reports as RNS’d.

When peeps look at the likes of TILS, HEMO, ERGO, DDDD all good companies but then ONC quietly going about growing its business, protecting and growing its IP and a global leader second to none in its field with so many major players on its books and yet its overlooked by PI’s.

They need 1000 posts a day on a BB rather than be able to do their own research.

Fantastic RNS, well done Adam and team. Try and get a break over Easter guys!

I added 5000 today, will show in a minute, and will be adding more if I can keep below £2 (management option trigger)

Usual caveats

Trek

Could anyone buy in 60’s. I couldn’t?

I think it will settle around 80 then possibly drift before going on a decent run again in the new year when the fDA clear out their tails.

Oops sorry New Tax year that’s more than a week for some! Lol!

Trek

The only thing that has changed is we don’t need to raise yet. £2.8m cash. £1.4m credit to come from tax, burn rate around 400k pm. All excludes revenues.

We pretty much knew about the rest and some of us even worked out the run rate pretty well.

It still all hinges on approvals and sales. That’s why the mcap is what it is and with it comes the volatility.

So imo trading aside either sell or give it 3 months. If the approvals come we can free wheel to significant profits if not then they’ll probably raise.

Usual caveats

Trek

In deep but not sure on the excitement. DMOR but still got fingers crossed!

If you wanna check on sentiment look at the top of the screen. 280 posts and not even 1000 trades.

I remember 500 posts by lunch time (mostly bllx like this one! Lol!) and 1000 trades by mid day!

Perhaps everyone is sanguine!

I’m confident, trusting, pick any metaphor and letting it all ride.

Why because if I didn’t feel like this then the rewards wouldn’t be there. You don’t get a potential 10 bagger from here without a few nerves!

Trek

“Trek- wow that’s a low commission.I am paying £12 with Halifax”

Interactive Investor Supertrader account. £19.99/month some free trades and £3.99/trade. I do a lot of trades so it costs in. Especially on AIM as no tax.

Trek