Member Info for TrekMadone

I love Agedem and he may well know 7 fig holders. Well on the basis that humble I have accumulated 630k and amnow 100% up!

“Are we likely to see a slight dip?”

No

Trek

An obtuse affirmation of the need for testing from mednet....

“Failure to prevent viral spread

Most currently available vaccines, and those undergoing phase III trials, require two doses and are intramuscularly administered. These conditions not only require a more extended period of time for protective immunity to set in but do not confer local or mucosal immunity, allowing viral shedding to continue.

Therefore, the vaccinated individuals can still transfer the infectious virus to others even though they are protected against the infection themselves. (The Moderna vaccine has been shown to reduce viral shedding from the nose in experimental animals, but human data is lacking.)

Experiments with intramuscular (IM) vaccines in non-human primates (NHP) show that despite the protection they offer against COVID-19 pneumonia, the same cannot be said of upper airway infection and, therefore, against viral transmission.”

https://www.news-medical.net/news/20210201/Inhaled-single-dose-vaccine-creates-antibodies-and-prevents-infection-in-rhesus-macaques.aspx?utm_source=azonetwork_newsletter&utm_medium=email&utm_campaign=antibodies_newsletter_4_february_2021

Trek

They haven’t changed the strike price!! Wow!

That is a huge RNS. How often do you see a review based of exceptional circumstances. They haven’t blamed covid, court cases or delay to 7.Just brilliant! Now what do I do for cynicism! Lol!

2018 agreement!!

“As per the terms of the New Share Scheme, the Options vest on a straight-line basis should the 30-day volume weighted average price ("VWAP") of the Company's shares at any point during a five-year period exceed a hurdle price of 47 pence, with 100% vesting on the VWAP reaching 68 pence. Shares received pursuant to the Options are subject to a three-month lock-in period, during which dealing in the shares is not permitted. For further details on the vesting and other conditions of the Options, please refer to page 92 of the Company's 2019 Annual Report (which can be found on the Company's website: www.savannah-energy.com). This scheme was approved by shareholders on 3 May 2018.”

Trek

I am just catching up. I am pleased they have been clearer with the Blocklisting RNS. I like many also emailed the company so it shows they are listening. I had a tad under 100m outstanding. Will check later.

Thanks to all that have shared their research.

Trek

‘IF’ and ‘would’ re Royston and a very clever iPhone!

Trek

I don’t won’t to go on about SAVE, I will just say the trade receivables is not the issue it was. Look at the revs, now over $200m. The debt at around $400m is being paid down and it’s customers are backed by world bank guarantees. Thing is refinancing, new customers and Niger are some of the catalyst for a rerate. You kinda can’t have undervalue else.

Re TXP risks. It’s the same with every company in the world and that is someone(s) has to pay for Covid.

What we can hope is that increases in sales volumes as the economies recover will offset the IMO inevitable tax increases at whatever level.

The other is Royston is a duster, but that shouldn’t knock the SP as it’s so undervalued but it will.

Trek

God bless you Kenneth for really doing your best for your loved ones. I hope it works out, our prayers are with you. What gentleman Prof Wilkinson is!

Now there’s a but and there often is. Why o why aren’t we doing a TANDEM open label trial based on P2 data with right to try. I have ‘discussed this with the ethicists’ before, and I get the rationale. Head wall comes to mind! Then you just go accelerated EUA. What’s the difference. Other than time and lives!

Take Kenneth. He would advise and for I know could even have lasting power of attorney to make an informed decision based on science, knowing the efficacy to help his loved ones. Yet the system denies it!

Unbelievable! I think I’ll start a Reddit Page!

Wishing you well my virtual friend.

Trek

Gettingby,

It really depends what your risk appetite is. Some are sky’s the limit investments but too risky. E.g UFO came up on my spreadsheet before there were any posts on the BB but I didn’t buy and still wouldn’t, if that explains it? It’s not safe juro, they needed cash, inexperienced BoD etc. But they pulled it off and deserved the rise!

So I guess to be fair I will answer by saying where I am putting my NEW money. I say new because others I hold like ARB from 4.3p others are buying and I am pretty much out now with just a holding for fun.

I have substantial investments in SAVE, AVCT and SNG which I have bagged already and SNG/AVCT I am on free carries. But all 3 are stonking buys. Especially SAVE as it’s undervalued and has revs. So if you want to replicate TXP, 16p to £2 then SAVE will very likely do that over the next 2-3 years, imo with a big lift imminently through 20p.

If you want something more immediately meteoric then I think SNG and AVCT will bag very soon. But as I am on free carries in both it’s not getting in at the bottom albeit SNG could go to £10 quickly.

You would also benefit from really knowing the stock and it’s trading patterns. Like GDR I sold at £1 at a loss coz it lost its way and then bought back in again at 70p as things changed. You gotta be prepared to adjust based on your DYOR. Now IMO it will breach highs.

So to answer your question by saying this is where my new money is going now other than the aforementioned...

These are significantly undervalued

ECR - Oz junior gold miner, fully financed, Victoria goldfields postcodes. Top CEO
Cobr - Oz main market listed gold miner. Small mcap. 4 IOCG targets
HE1 - a Helium play, Tanzania just IPO’d. Go look at the company website watch the CEO vid
KMK - radioactivity, pathogenic alarm systems. Huge order pipeline. H2 turnaround.

I also have steady eddies like ONC a biotech that has a test to detect common cancers 4 years in advance. There are only a few of us that post there. Or DCTA a graphene play whose disruptive tech could be the key to billion $ markets, again only a couple of us get it or D4T4 a big data tech stock with several blue chip clients but all on up.

Many times I have sold and paid more to get back in. It’s how it goes. When you buy back it’s because the reason you sold has changed so the price is higher. Theoretically at least!

To illustrate I could have rec’d DDDD amongst others. I bought sub 40p and sold at 1.60 down to 120 and no longer hold. I have been in two minds about buying back but I still have cash concerns. Their science is amazing, when they were 40p the BB was quiet. When the sp was going up the herd arrived. Everyone got the science, few could read a balance sheet which had changed. I sold, got some stick but it’s how it goes.

There are many undervalued opportunities and yes TXP is among the best. Peeps just think that coz it’s gone up they missed out. Investing don’t work like that. Perhaps pick

Currently 1.40 but I started at 30p sold half on a double, bought more sold from 220 down then outt. Didn’t do the offer. Started buying in again from 88p up to present day. I have taken out 2.5x my money and what’s in is free.

But all said I would still be a buyer at these levels. My last top up was 171.

I know it’s awfully confusing but SNG has helped me build a pf. AVCT, NCYT, ARB, GGP, ORPH, TXP and DDDD have been similar stories. I have had to work v hard to build from a ‘smaller pot’.

It’s so much easier once you have a reasonable pot to take opportunities. I have now invested in some new gems funded by top slicing elsewhere so now also have more diversity.

Good luck with your investments.

Trek

Guys,

And this is why we all should be fully locked and loaded. We have silver and gold!!!

Personally I think the Reddit is overplayed. It’s not really the MO of student keyboard warriors via a cheap app. That said for sure there will be a few. But I do think there are ‘monsters’ out there piggy backing an opportunity. The obfuscation is tantamount to grand theft! Listen to the guy and then at 28mins he chucks in Basel 3..... pyrofkingclastic!!

If newbies here don’t understand any of the tech I am happy to do my best to help but do try and figure out some of the basics first.

Enjoy!

https://youtu.be/q64mBCadDQs

Trek

IMO very vulnerable now to a takeover. With so much progress on the split. It could mean a predator could pounce, keep the scalable vax side plus oncology and sell off the rest. Probably lots of opportunities from headcount and infrastructure synergies.

Trek

Andy,

It’s not investment advice just experience of +20yrs of investing and I have been self funded for a few years now, that is, don’t let it all ride through the read out.

I lost a huge sum on IMM when the P3 didn’t show statistical differentiation. I, and many others thought it was nailed on. I then saw the same at MTFB. Even with our data there is NO surety. Never ever underestimate the power of the placebo and it comes with standard of care.

There are plenty of other winners without having to go all guns blazing in SNG. All said I have no idea of your risk appetite and it may be that you can take the hit. Sure the odds are good and there is COPD, but I wouldn’t let it all ride. Even take some off and average up following the RNS spike.

I am leaving all mine in but that’s because it’s around 15% and not a YOLO investment for me.

Good luck with your investments.

Trek

I have looked across many juniors. I mean Saudi Arabia and Ethiopia, really. Ok each to their own but with covid I have stayed away from certain juro’s because of travel and movement of equipment.

I have, however, made an exception for HE1, Tanzania, because they have cash, have made it clear they are going to prove up the Helium resource and sell. The CEO is moving house to be within a stones through of the project and all they need is there locally. Likewise GRL, Tanzania Gold but I intend to sell my remaining holdings there into news as it arrives. Half on EP and probably half on drilling. They have ridiculous grades. May let some ride. Depends how high it flies.

As for the rest the likes of UFO popped up on my spreadsheet, KAT, PALM, THR oh about 30 ..it’s a big table and a small table cloth. I have looked at newsflow on many. Bought and sold into the news and moved funds to my main holdings. ECR and Cobr and now HE1. I top sliced GGP in the 30’s the rest can ride. But those are my junior mining picks for now. Having put so much time into finding and learning about them I will be hard pushed to flip anymore as that bit is done for me. But then I didn’t expect to sound out HE1!

The other stuff I have is tech and Pharma which I understand fairly well, more so than mining! and I have large holdings in SAVE and TXP (an 8 bagger so far).

Different people look for different things. I sold WSBN coz they needed cash. I did well but now wish I held and I didn’t buy UFO coz they needed cash. Was wrong there as well!

Fortunately most have gone just fine. At least one takes confidence from picking the right stocks. That said I have no problem in selling if I think I’m wrong. I will take some off the table and park it elsewhere. However, for now it’s the opposite I am waiting to free up cash for my top picks.

Trek

Reckon we will get some ops news ahead of results. Been quiet for while.

Trek

So pleased to see us in 90s a higher high close will attract coverage/ get us noticed. It’s how I spotted D4T4 picking up momentum then following through with research.

Dare I say we are in a whisker of a pound close? Last time it was called we had a fat finger UT trade that is now looking suspiciously deliberate!

Trek

There’s a pic Z, not in Speedo’s tho hey!

For now a close above 175 with sellers out and the next leg up to £2 will do just fine.

Trek

A few round number buys now seconds apart. Peeps having to break up trades to fill. Back to 25p v soon. Wish I had more tendies!

Trek

Selfishly hoping this stays sub 7p until after new ISA kicks in.

Trek

Seriously baffled, on a day I expected to be derisking it looks like it could be a day to buy!

Been wrong footed, side footed, goosed and blindsided all at once by this stock these last 6 months!

Well decided to let it run now. I get a feeling there are going to be more twists and turns yet and the next move may just be a change in luck for BPC.

A pretty pointless post but a reflection of sentiment!

Starchild,

I posted you a link to DTR, 16:53 yesterday it applies to brokers as well as LOAM held stock.

Trek