Member Info for TrekMadone

You have to be aware of the shareholding % here and the impact of so few shares. Atm the mm are pushing the price up to try and keep an orderly market. They have buyers and need a high price to tempt and match sellers. So if there are more sells than buys it’s why. They can sell what they want basically when they want!

All said with the price moving so much you can’t be sure what is a sell and buy. There is a 15min delay so the mid point can shift pdq making a buy look like a sell and vice versa. There isn’t the freefloat here people may normally be used to seeing so expect wild spikes either way...

’The Company trades under the ticker symbol ‘DCTA.L’. The Company’s shares are not traded on any other stock exchange.
The total issued and outstanding number of shares is 61,365,459.
There are no shares held in treasury.
The percentage of the issued share capital not held in public hands is c. 47.88%.
There are no restrictions on the transfer of the Company’s shares.”

https://www.directa-plus.com/securities-information

Add in holdings below 3% which are a few and that’s easily +55% of stock. Then factor in PI’s like myself with no intention of selling until the story unfolds then I think you will be pushed to get a free float of 10m from the 61m in issue.

On the technicals the resistance is at 152. There is a very small gap at 135-145 that may or may not get filled. The RSI can for now be safely ignored, it needs to reset over time.

I know it’s tempting to just go on the SP but if you can look beyond that and really dig into what DCTA have and that they are EBITDA positive then you may likewise come up with a £250m mcap.

I know we all say it for our shares but this share has been undervalued for ages. Those that follow some of my posts will know I have said time and time again about how you can sit in a stock for months or even years and then suddenly the market can rerate it from the most innocuous situation over weeks or even days!

TBH this last RNS was great but they have had many better ones that have been overlooked. It’s how it goes. Now if they follow up with more mask demand, a tarmac deal and another Setcar contract then add in a blockbuster NexTech deal with the likes of the US defence dept it will be very interesting to see the impact on such a tight float. Especially if peeps hold. So you get it they refer each segment to verticals. There are so many. All individual shots on goal. So it’s like having 5 tech companies in one. Or like a Pharma with several trials all at Phase 3!

Having followed with interest the impact on the $GME SP with the Reddit buyers squeezing shorts with relentless buying causing a short term 700% rise for a share that was shorted, bombed out and with no cash I think nothing would surprise me anymore! Lol!

‘Diamond hands!’

Trek

Some fat fingered MM put in 177 instead of 117 and cancelled the trade!

Trek

It’s it throwing a wobbly? +57%?

Trek

Hi Yonny,

My point is not either or. Mine is that She’ll is rebalancing it’s pf due to macro and ESG. It’s not a case of either or it’s a case of managing their huge losses and SH need for divi. That’s the same for ‘all’ the majors.

Of course HC’s will be needed. Probably for over a hundred years but atm there is no need to race in on a technical punt to farm in to BPC in 10 years hence or even a couple years.

One would look at the attraction of actual producers first. Those with Bopd and stressed balance sheets. Soft targets. Or look at Exxon offshore Guyana where there is proven light oil derisked petroleum systems. I could go on but you get the gist.

Time is not on BPC’s side and time burns cash.

I fully respect your views. It’s what the BB is for a balance of opinion. You may of course prove right and I hope you are but my interpretation of the data available atm is different. I see much more downside here for investors.

I will not post here again as I have had my say. It’s an honest balanced comment and after 20years of for me ‘responsible risk taking’ here I think I am entitled to a view.

There are many great opportunities out there and I have put my money to good work.

BPCers.

I sincerely wish that this comes good. I know how it feels from past lessons.

ATB

Trek

Page,

This is from alliance news this morning. You have to read across the sector sentiment. Others are decarbonisation or using the rhetoric while oiled demand is down. Don’t confuse the price of Brent with volume of Brent sold.

Last thing any major wants now is to poke holes in politically sensitive frontier explorations. As for small caps, they will need to tap shareholders and look where that’s led in the Bahamas. I really hope it comes good but the reality is SOMETIMES you cut the losers and ride the winners. It’s just IMHO...

“Oil major Shell on Thursday said it wants to reduce net debt to USD65 billion. It also aims to "maintain the progressive dividend policy", planning payout growth of around 4% per year.

The measures are part of the company's wider aim to go net zero on carbon emissions.

"Shell today set out its strategy to accelerate its transformation into a provider of net-zero emissions energy products and services, powered by growth in its customer-facing businesses. A disciplined cash allocation framework and rigorous approach to driving down carbon emissions will deliver value for shareholders, customers and wider society. Shell also confirmed its expectation that total carbon emissions for the company peaked in 2018, and oil production peaked in 2019," the company said.

"Shell will continue with short-term targets that will drive down carbon emissions as we make progress towards our 2050 target, linked to the remuneration of more than 16,500 staff."

Shell aims to reduce net carbon emissions by 45% by 2035 and to eliminate net emissions completely by 2050.”

Good luck with your investments

Trek

Hi NoLupus,

I Hope you are well.

Just for info I added 29750 today at 9.1p. It wouldn’t allow me to sell without going NT but would allow me to buy. I have been trying to catch 8p but have had to take 8.99 and 9.1 of late.

Ok so why buy when it’s NT to sell. Well you can’t have it both ways i.e. you can’t have ‘cheap shares’ when there is loads of demand for them.

Obviously only if the foundations are right, you think the financials, the science, the market and demand and prospect are great then that is the time to get the best price. You can then sell/top slice when it’s NT to buy as that’s when there is a demand for the shares. So best price.

Obviously if it’s NT to sell because of bad news then that is different.

Well I hope that makes sense. So IMO those who agree with the prospects here and are looking to average down or take a punt and may be waiting for 6p. I would average in from now.

That way if you see 6p you can have another top up but then it’s as likely to see 12p as 6p now having bounced off 8p.

This is a great share to hold a core amount and accumulate a few extra by trading.

Usual caveats

Trek

5x,

I’m with Steve. I looked at em around Sept, but didn’t buy. Financials, covid international travel etc. I still shunned the rise but they may come good and good luck to holders.

This may help...

https://www.thearmchairtrader.com/solgold-solg-share-price-rallies-ahead-of-agm-which-could-end-up-with-a-shake-up/

If you want another low mcap digger check out ECR. Good pull back atm.

DYOR

Trek

Thanks guys,

I’d just like to add for newbies. The best poster on this BB way better than I is itsyou. Another top poster also in a completely different league with itsyou is Zengas on SAVE.

Gonna be a spectacular ride here. I bought VRS way back at 13p against Miton whose selling kept the price down giving an opportunity. That was my first 10 bagger. TXP is now my second and I think, ARB is now a thirty bagger. A few losses and I post openly when I get it wrong, and then they come back like MODE! Lol! but it’s been an outstanding 12 months with many 2-3x but not just for me now but for others as well.

It’s not how much as it’s all relative whether it’s £200 or £200k.

Most people genuinely try and share a little happiness. Always remember health is wealth.

Anyways good luck and guidance to all.

Trek

Richy

Check out my 3 back to back posts 23-Jan-21, 20:00hrs. It’s covered there. I posted some objective musings on the ‘bear case’ to get it out there so folk could tick it off.

Also guys,

Note my post 26th 17:00. A little challenge from ST to pick out undervalued stocks. DCTA was 88p now 143.86 as I type. I guess that’s rather fortuitous. You’ll note there is hardly any posters on the BB. Main ones are itsyou and Trek.

Next week ONC. They should get a nice rerate if their results go as I expect. I have a +ve EBITDA number in mind and also expect some contract news. Again you won’t find many posts on the BB and neither have any broker recs of note. It’s really diy stuff.

It can be done!

Usual caveats

Trek

Loving it...Cenkos seem to be buying and pushing this one. Another note out today reiterating their buy rec...

“Directa Plus Plc
Flame ******ant properties of G+

Directa Plus has announced the publication of a scientific paper establishing the fire-******ant properties of Directa's G+ materials. The research was undertaken by scientists at the Polytechnic of Turin and was published in the journal Polymers. The research shows the use of water- based G+ graphene ink to coat polymeric foam confers significant flame- ******ant properties versus untreated polymeric foam. A simple application of G+ ink to the external faces of the foam increased the time required for flame penetration up to seven times untreated samples.
? Comment: The independent research supports early understanding by Directa Plus into the flame ******ant properties of its Graphene inks. This has potentially very significant opportunities in making mass produced foams, such as those used in furniture, more fire ******ant. With a family of patents relating to the flame- ******ant composition granted across multiple jurisdictions, including the US, China and Europe, this is another example of downstream IP in Directa Plus’s portfolio that has potentially highly significant value and that has yet to be recognised. Our model and valuation currently attribute no value to this application leaving it as upside and we reiterate our Buy recommendation and 160p price target.”

https://*********************/companies/uk/electrical-and-electronic-equipment/directa-plus-plc/research/cenkos-securities/cenkos-directa-plus-plc-flame-******ant-properties-of-g-/39_2021021003053551118?ismobile=true

Trek

Hi mate,

Nice rerate here. Is there 1 dominant broker on the ask?

Trek

Lazypunter,

Thank you. My MO is if I can make a few people a few quid they for the most part do a little good with it. Many of my winners like TXP, GDR,GGP,ARB and ORPH I seldom post on now. The BB’s are too busy and they often get disrespectful.

These places can be awesome for sharing research if used correctly, especially as the markets are so loaded against the PI.

I am absolutely thrilled with the rise here. I found this company a little over a couple of years ago and have backed it ever since even paying a penny more than the market price to support the last placing. It will imo be £4 this year..

The market still hasn’t woken up and the herd will arrive soon enough!

Good luck with your investments

Trek

Gosh the MM’s gave us 4p for an RNS and haven’t taken it away again after 40mins! This truly is on a rerate. I am so excited about where this can go with our bigger news pending.

The earlier suggestion with the spray is obviously a temp fix or one for inaccessible materials.

Trek

Paul likes Tuesdays and Thursdays.

Trek

Green renewable energy. No CLN’s no warrants. Straightforward debt and equity finance. 3 day VWAP with this vix! What’s not to like. Nasdaq will love it! Elon may even have a space for his Tesla! Lol!

Trek

£3

I may be barking up the wrong tree but..... given the significant flame re-tardent properties and the huge ignition delays couldn’t someone spray those horrific tower bloc claddings with this stuff?

In fact as a human being I will look so I am not being an idiot and drop Giulio a line.

Pm444,

Your double posts is a system bug. It’s infuriating! My suggestion is when it happens report one of the posts as ‘other’ duplicate. The police will quickly remove it!

Ps all

Re-tard is on the police list as a blocked word.

Trek

All shook up,

That view is in the lowly mcap. £30m drill ready and for those grades!

I share your concerns. I sold half a while back at a small loss. Now up on paper overall after this run.

I think the market is expecting news soon and us PI’s are in a minority here. There’s a lot riding on this one and it just may be worth piggy backing the big money.

Trek

Thanks for posting the link. I thought it was waiting govt approvals. Didn’t realise they had started a 5k clinical trial on the 2nd Feb

Interesting that only want folk with no previous exposure and not vaccinated. I am guessing that they have proven that cohort and really focusing on asymptomatic.

I still think this isn’t in the price and I doubt it will be until March. May have a couple of dips to buy more by then.

Trek

I don’t pay much attention to what brokers say. It’s what they do. Two different things. They often ramp stocks they don’t hold to prices that will never be reached just to get sales volume and they may hold down ratings on stocks they want to buy before ramping them once they have a position.

It’s just a different BB for ‘grown ups!’ Lol!

Anyways just a reminder on Royston......

Slide 13

“Original well was drilled in 1965. Logs indicated 700 feet of gas effect, but the well was never tested.”

700 feet of gas is a significantly different prospect to the shows that BPC were drilling which we now know have no continuum at depth. So don’t underestimate the risks here as well.

Even if 700 feet of gas is there. We don’t know if it’s commercial.

However, It’s the biggest of all targets from the seismics and our modelling has been significantly derisked by the previous success at Coho, Chinook and Cascadura on the same turbidite sands on the same Oritiore block.

Oh and next to a huge gas pipeline. Then we have 21 other targets and self financed from oil and soon gas and condisate sales and we have raised recently so have plenty of cash.

All for 1.85. Well for sure they can soon tick that one off as a price target hit. That’ll get the stats for recs hit up! Possibly as soon as Thursday. PB likes RNS Thursday’s. Lol!

Nah few brokers can beat PI’s that DYOR or better still PI’s that openly and honestly share knowledge for free on their own BB forming an investor ‘collective”. This forum has been great!

https://www.touchstoneexploration.com/wp-content/uploads/2021/01/January-2021-Corporate-Presentation.pdf

FWIW I reckon Royston is potentially a beast!! Min 1 TCF! Lol!

Usual caveats

Trek

I don’t have L2. Addictive!

But I will put money on it, well I kind of have really, that it’s Novum.

They will likely be taking on stock for OTC deals, it would also explain why we have volume and not 4p yet. It’s common for house brokers to hold shares in their clients..

“Novum are to undertake broker research on ECR Minerals plc, with a particular focus on enhancing market awareness of the Company, notably in the institutional investor community.”

https://novumsecurities.com/#owltabs1

Not the most up to date web page but gives a flavour of services.

Anyways it’s just my speculation.

Trek