Member Info for TrekMadone

We’ll own up who bought te 100k for a tad over 3p…

I was hoping for another bite under 3p now that’s bggered it!

Trek

Buys over 40p - does someone have a sniff? Needs more volume though for sure…. But hold 40p and that channel to 60p opens up.

Mind you any news on the court case and imo you won’t be able to get em for 60p!

Usual caveats

Trek

GROW - Molton Ventures sold its Revolut stake….20x profit!

“ Molten Ventures has reported a strong first half of the year, with its net asset value per share rising 7.2% to around 719p and gross portfolio value increasing 5.5% to £1.43 billion.

The venture capital firm realised £62 million in cash proceeds during the period, following £135m last year.

Exits achieved an average 2x multiple on invested capital, including Revolut at 20x, Freetrade at 1.5x and Lyst at 0.7x.

Another £33m was deployed into new and follow-on investments, including Duel, General Index and Speedinvest Continuation Fund I, while a further £38m has been returned to shareholders through buybacks, with an additional £10m now committed.

The London-based firm said its portfolio remains resilient and well-funded, with strong growth across core holdings in FinTech, space, AI, and digital health.

The company ended the period with £76m in group cash, another £23m from managed funds, and an undrawn £60m revolving credit facility.”

So if you are looking to get some exposure ahead of IPO then the only other one I know of is INOV but I am sure there are others.

Also if you want space x then MNTN is worth a look.

But re the IPO’s they just don’t seem to be so sexy now with many companies opting to stay private or even go private!

Usual caveats

Trek

As for GEX hope you sold some Evi… market seems to have clocked that a 1 mill placing aint gonna be enough so why pile in now when you should be timing an entry after a cash raise and below the next placing price. Meanwhile the ramping and hedging is underway!

Usual caveats

Trek

Hi s_o_h,

I did a big average up at AMRQ at 99p! Ouch! Thought it was gonna break to 120p again

Now I am at around 85p! But guess what…..Am I bothered….Na… it’s got a 100% rise written all over it for 2026 imo! And I expect it to go higher than that!

I used my SEPL profits to add substantially there and if it goes to 70’s I will add more and again if it goes 60’s.

I can’t recall ever seeing such an opportunity with cash, govt support, pension fund investment etc and a whole new multi-metal mining frontier, even has a spin off subsidiary!

As for the mining with super high grade gold and low AISC! Gonna be huge at any POG imo. Will be a big future divi payed at 100p…

Only time will tell but I am as confident as I can be that I will get at least one free carry. Hence the odds commands a big pot albeit in mining and geographical politics there are no guarantees.

Usual caveats

Trek

It’s old news but contacts tend to stay in place….

https://www.congress.gov/event/113th-congress/house-event/LC896/text

From LeoAi…

“ The United States House of Representatives Committee on Homeland Security is responsible for matters related to national security, including aspects of critical resource security, though it is not specifically focused on helium policy. The primary legislative body addressing helium supply and management has been the House Committee on Natural Resources, particularly its Subcommittee on Energy and Mineral Resources, which has held hearings on the Bureau of Land Management's helium program and related legislation.

Wheeler M. "Bo" Sears, Jr., President of Weil Helium, LLC, testified before the Subcommittee on Energy and Mineral Resources in 2013 on the topic of securing America's future helium supply, indicating his role as an industry expert providing testimony”

Perhaps we already have an expert at least a networking one with lots of strings to his Bo

Add with tariffs, onshoring, infrastructure build and security of supply for critical minerals and gases there’s still not enough domestic Helium.

Chances are IMO very high that HEX get a deal with USA plc either wrt funding, grant or offtake index pricing.

Usual caveats

Trek

£1

Not often you see a reduction in shares awarded albeit easier to understand.

SAVE - great news for employees!

Trek

“Realisation and Issue Price

The Company therefore confirms the following prices in relation to the 2025 Realisation Opportunity and the Issue:

Realisation Price (being the latest 21 October 2025 NAV less 2%): 107.64p Issue Price (being the latest 21 October 2025 NAV plus 2%): 112.04p

All investors subscribing under the Issue will pay the same "blended" price in respect of each Ordinary Share, being the Subscription Price. This will be determined by the ratio of Elected Shares at the Realisation Price to newly issued Ordinary Shares at the Issue Price, used to satisfy demand under the Issue.

Investors should contact Deutsche Numis, the Company's Broker, with any demand for Ordinary Shares in the Placing. The Placing remains open until noon today, 23 October.

Investors who acquire Ordinary Shares under the Issue will not be entitled to receive the dividend declared by the Directors in respect of the quarter ending 30 September 2025 and announced by the Company on 9 October 2025.“

Not really sure what that achieved but there you are…

Trek

Interesting view on age demographics

Look at Japan 50 and Nigeria 19

https://www.visualcapitalist.com/mapped-the-median-age-in-every-country/

SEPL will do well - although I have sold half on an over a double at 296!

Thought it may pull back with crude in 50’s

anyways Rules is rules and it’s still my top holding as it’s gone up so much!

Trek

Hi soh - agree I read it but everyone keeps jumping onto his next best thing! Lol

Cracking blogger though!

Trek

Inter hart - look at age demographic in Nigeria… lots of growth potential!

https://www.visualcapitalist.com/mapped-the-median-age-in-every-country/

Trek

Any idea why an UT at 393? SP not been anywhere near that!

Trek

Charles Archer blog was out today on ARS. The sp lifted right afterwards!

https://open.substack.com/pub/thatstocksguy/p/asiamet-resources-a6d?utm_campaign=post&utm_medium=email

He has got some record!

Now please focus on AMRQ Charles!

Trek

Backwardation over at one of the IT’s …… NESF ideal….. so no tax to pay in trades managed to sell some and buy them back for less than I sold em for! Now ii is broke and you can’t sell but can only buy lol!

Just shows how temperamental these algo’s are! It’s actually not the first time. I have managed to do it on several stocks in the past albeit it only nets out a few quid but made around £170 there lol!

They’ll be scratching their heads!

Trek

GEX - well done Evi if you are in early.

They raised 1m but will need more, obviously to drill EP513

I’d be banking profits into news gradually and then looking to recycle for the raise.

Usual caveats

Trek

Most of the sp movement is spread. Will need volume to close the gap and that needs news.

But we have cash and the program is underway…..

“ Funds will enable substantial drilling programs at high priority gold and copper targets at Carlow, Titan and Cassowary…”

Happy to wait and remember we won’t necessarily do it all alone. Plenty of JV or sales options ahead.

Just waiting for result.

Usual caveats

Trek

It’s ok it’s the liquidity option….

“ The Liquidity Option was taken up in full and, after taking account of rounding, the Company will purchase a total of 3,057,260 Ordinary Shares at the Tender Price of 143.40 pence per Ordinary Share. The total shares tendered represented approximately 44 per cent. of the Ordinary Shares currently in circulation. As previously mentioned, none of the Ordinary Shares held by the members of the Board or the principals of EJF Investments Manager LLC (the "Manager") or EJF Capital Limited (an affiliate of the Manager) were tendered.‘

It’s just that for some reason the RNS’s aren’t listed here but are on the LSE site

https://www.londonstockexchange.com/news-article/EJFZ/results-of-liquidity-option/17278784

Trek

Anyone know why the price rose today - there was a £4m buy printed 0800 this morning for 143.40p.

No idea what’s going on!

It’s been on my watchlist to buy. I tried to get some today and typical of ii they won’t allow buys, have to ring them and go through the hoops which rules out using a limit orders!

So many stocks now you can’t buy on ii it’s becoming pointless platform!

Be interested to see what follows that huge buy here but I won’t buy now unless I can set trades. Can’t be on a phone all day - stupid ii!

Trek

Less of the amateur- I make a very good living outta this thank you!

Trek

Well timed Evi,

I was hoping to average up in the 8’s but not so sure it’s going there. Splitting over a couple of buys is the best way imo. I still think £14 will come and the divi is very tempting even at £9.40 albeit cable is against it atm

When this moves though, as you know it can break up pretty quickly.

Let’s see what tomorrow brings!

ATB

Trek