Member Info for TrekMadone

The masks are a prelude to bigger things. The access DCTA has to labs is second to none. Do not underestimate how difficult it is to get (level 3) lab time to test with live SARS-COV-2 virus. Remember sars is the virus covid 19 is the disease, sars has many strains.

The bigger picture here is the aerosolisation of the virus and the ability of DCTA tech to take virus out of the atmosphere with its filtration system.

The aerosoling has been understated since January. Govts are only just coming around to it. It’s why we have to wear masks. It’s probably the most understated transmission factor.

Dcta are looking to put their tech into aircon units, think aeroplanes, supermarkets, cruise ships, gyms. Think duty of care. It could eventually become law to have this tech. We are proving and patenting it.

Testing will obviously help but even gold plated PCR swab testing whilst 100% accurate on test is 30% off because users don’t take the correct swabs

References.

Aerosoling..

‘The case studies that have come out in different countries have, with prima facie evidence, manifested that the airborne transmission plays a profound role in contracting susceptible hosts. The infection propensities in confined spaces (airplane, passenger car, and healthcare center) by the transmission of droplets and aerosols under varying ventilation conditions were discussed.’

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7293495/

PCR swab...

“The test is a swab of your nose and throat undertaken at one of the Trust testing sites. The test is not 100% accurate; at present it is thought to detect approximately 70% of coronavirusi infections..”

https://www.ouh.nhs.uk/working-for-us/staff/documents/staff-testing-privacy-statement.pd

From university of Oxford March 2020. Not updated since then...

‘The only current COVID-19 specific data comparing OP with NP comes from two low quality, non-peer-reviewed studies and should be viewed with caution. It is not possible to accurately assess sensitivity from the existing data and there are no data to assess the diagnostic impact of combining both tests.’

https://www.cebm.net/covid-19/comparative-accuracy-of-oropharyngeal-and-nasopharyngeal-swabs-for-diagnosis-of-covid-19/

So the point is whilst testing will help, masks will help, social distancing can’t go on forever, lockdowns aren’t economically feasible so it leads to technology as being the solution.

I have been invested here for probably 3 years now. It’s just a factor of investing that you can be ahead of the market and the sp will do nothing then in one or two sessions it rockets and if you are out you miss the biggest gains. I sat in DDDD, TXP, ORPH as just a few examples for what seemed like ages, now they have had the news and the sp has gone up significantly I seldom post there. There’s little point!

I am convinced that with all the shots on goal Dcta has our time will come and we can watch from a distance!

Trek

Hi Hypermarlin,

Yes I think I have around 20 stocks atm 6 are on free carries now and the carries are significantly up. TXP has been life changing for me along with several covid stocks from Jan/Feb.

TBH I haven’t look into the distribution. I registered as a sales lead just to get company news. If it’s listed you get RNS but unlisted companies don’t do that. The market has pretty much written the potential tester orders off here. It’s as good a risk as you will find and the email pretty much shows how quickly they have moved on.

Atb

Trek

Yah! Went to sell my buy and £70 up already!

Lol!

Put an order in for next lot as can’t watch screen all day. May or may not get filled in coming days.

2.3p close today anyone!

Trek

Like I said done deal.

Look at it logically £10m on a £100m mcap. It’s just 10%.

Money moved ready to buy today.

Trek

Hi Jimtheknow, et all,

Your post at 2041 was v good and portrays the financial risk.

You (I know) see how important that is.

Unfortunately many peeps investing don’t know how to read a balance sheet and hardly understand the finance terminologies.

Therein lies one of the reasons why punters lose on aim and why I get regularly ‘****ged’ for calling the money side before anything else!

You see it’s easy to be seduced by aspirational figures like TMS - total market share or TAM- total addressable market or ME structures-Middle Eastern structures. You (and others) get the gist.

I have always maintained bpc is a one drill punt. The other bits and malcy ramps don’t interest me.

Having been mostly invested in BPC since 2000, I remember ‘The Mysteron’ and his sign off of

00

He was the poster that started me on this incredible journey of working up from next to nothing to a fabulous holding on AIM and then came Bluehorseshoeloveschipfat! who through his generous posts got me to be contrarian by reading TA. I don’t care what anyone says it’s an important ingredient for any investment decision and I now have many free carries as a result of his logic!

Anyways both ‘TheMysteron and BHSLCF, or just BlueHorse or Blue has probably moved on to join AB and our Creator now!

Ok Trek what’s your point!

You don’t know how difficult a decision it has been over the years to sell bpc! I have done that successfully many many times.

Tomorrow I want the price to tank! Worse case is it holds then tanks.

Lower the better imo!

Bring it on! Those fully invested just close your eyes for a week!

The dilution is minimal, no complex financial strings attached!

Imo this atm is the best trade on aim.

Watch the sp then buy or sell before TD or 10p ish whatever your position m.

Listen now to my opinion lth’s.

Look at Txp. No big rise before drill it seems to be the way now.

Imo reduce into buy side news buy sell side news but keep a core holding.

Always what you can afford to loose!

Atb usual caveats!

Trek

Hi Ibrox,

Sorry for confusion, I couldn’t sell as no signal. Well done with your trade and good luck.

Trek

I am delighted that my uncertainties have now been addressed. Unlike some that just shout ‘placing placing’ just to deramp I posted my own financial rationale to justify my decision.

We will likely get another RNS very soon to say bookbuild is complete. It’s already done.

This is why it’s good news.

# It’s only 8% ish of existing MCAP
# There are NO associated warrants
# Even at 34% discount the SP can recover that in a blink
# It means the company doesn’t need the zero coupon facility to finance the well.
# Working capital is now covered and by my reckoning based on my previous financials they now have £3m contingency. That will cover a sidetrack if needed.
# The drill is undoubtedly unequivocally now financed.
# The next placing will be at a much much higher level or near zero p. Which makes it again all about the drill!
# Trek has kept back 75% here to add post this RNS in 3 tranches. Happy days!

Peeps mention reading aim like a book. Good for them but imo the next move is to buy by averaging in onto this dip. However, it may only last a blink!

Usual caveats.

Good luck to all.

Trek

‘should’ is appropriate. More of the same tomorrow I fear. I couldn’t sell until late in the day. There will be many others that would have been in a similar position.

I gave LC benefit of the doubt only to find he hadn’t even done all the DD prior to embarking on a negotiation. Looks to me like the book holders are calling the shots when it oh so should be the other way around!

Hands up I called this one wrong. Luckily having been in early enough the loss wasn’t to great.

Anyways I moved my funds to TTG where today I have posted news that the market isn’t aware of because it was posted by an unlisted company. It ‘should’ move up in November.

As for gold SGZ, PUR, SHG and GRL are due news soon or even COBR if it’s micro-caps you like. Punters will pull cash from here and follow the newsflow. Why just sit and watch the delays and uncertainty. Delays also burn cash. You can bet LC won’t defer any pay!

Genuine best wishes to all here. I don’t like to see PI’s loose their hard earned but I won’t be back no matter what deal eventually gets done.

Usual caveats,

ATB

Trek

I just added a few at 155. Such is the timing of getting funds. Missed the dip but hey it’s a simple question. Will the sp be higher or lower on 21st Nov. Whilst not a guarantee my view is higher. Much higher!

I don’t see the BoD repeatedly quoting a date only to miss it. The last statement wasn’t even qualified with if’s it was a pretty solid reiteration, well as much as possible, of 20th Nov.

Trek

H1 £4.1m loss in itself is a great turnaround given capex expenditures and that the lions share of cost savings is yet to come. Ebitda positive in Q42020. Wow!

It’s the numbers that will do the talking here. Defo one to buy and hold especially given CF has stated that money from the sale will be returned to shareholders. That’s not in the price yet and will represent a massive dividend from 20p when it comes!

Trek

Well said s23, I was going to post the same but you have covered it!

Trek

I think they will pull this off and it sits well with cruise ships, offices, schools, gyms etc. TTG will benefit from orders.

If they get FDA that’ll be huge and we now from the spurt to 270 and drop to 200p that the tester is not yet in the sp.

I added 2449 shares. Pity I can’t get my holdings into an ISA!

Trek

finnCap note,

Sorr6 I cantpost link yet. Will be on their website.

finnCap has published a new research note on Open Orphan Plc. Please click on the below title to see the full release:

Open Orphan Plc - finnCap says Open Orphan - H1 2020 – Laying the foundations for transformation

Thanks,
The Research Tree team

Yes it was a great update today...

“the Board continues to believe that it will be able to achieve first gold production before the year end.”

They also post period received approval from the Ghanaian Ministry of Mines for the transfer of the Homase prospecting licence from Cherry Hill to GoldStone Akrokeri Limited.

And...

“the Ghanaian Minerals Commission encouraged the Company to expand its mining lease area”

Imo there is no doubt that the EP will arrive soon. This company has an excellent relationship with the govt.

It’ll come.

Trek

Part 2

“Virolens® Production release availability

We are already receiving significant interest in the system, and are approaching our first run limits. Machines are allocated on a first come, first served order basis and we expect to see the first production run start in late October.

If you are interested in purchasing, we would appreciate a forecast of what your purchase requirements are, pending necessary approvals. We are also establishing escrow funds as an option for customers that will guarantee their orders once they start to roll off the production line. That would mean committing funds to an escrow account and them being released on manufacture availability.

The entire KeyOptions team is very excited to help bring this product to market and help solve a global catastrophe.

Regards,

KeyOptions - Virolens® team”

Trek

Part 1

Email from Rick Wylie,

“As you have expressed interest in the groundbreaking Virolens® system, we wish to provide you a status update.

Pre-Production Systems

Pre-Production has now commenced and we currently have limited pre-production systems available for purchase. These systems are available for testing and certification at a cost of USD$39,000 + freight charges and excluding any local taxes.

Each system includes the following:

1 x Virolens® testing machine

1 x Artificial Intelligence gateway

1,000 x Test cartridges

The package is available for early adopters and organisations that need to do further testing. As the solution is a pre-production system, the Virolens® machine will be replaced by the developer, with a full production system when they become available in early November.

The pre-production systems are selling fast, so please let us know if you are interested.

Certifications & Trials

Once the first Virolens® machine commences production release in the coming weeks, the CE marking and MHRA approvals will be awarded to the machine. Once this milestone is achieved, we will be fast tracking other local country approvals. The FDA approval is currently in process.”

MrMarketMaker,

“Your RSI is in overbought territory (sitting on 70). This needs to come back down so
It would be sensible to bank some profits and then buy back in.”

I do like to look at traders views as I dabble myself and every now and then you get one that knows what they are on about. Unfortunately I don’t think you do.

The RSIx14 range is NOT Necessarily in overbought territory at 70. Whilst an rsi of below 30 is an indication of oversold and over 70 is an indication of overbought it can also be an indication of bullish price momentum. Else nothing would go up!

RSI is a 14 day moving price average. It should be used in conjunction with other charting indicators. Unless of course you are pulling a technical term out of the air to sound clever and frighten a few folk who quite frankly if they are shouldn’t be investing in aim. That I think is your raison d‘etre

Anyways here’s a chart for you, short term bullish 3.25 resistance. 20dma has broken through 50dma. Imo All it takes then is for the 20dma to cross through the 100dma and hold and the medium and long term outlooks will turn from neutral to bullish.

Chart

https://www.marketscreener.com/quote/stock/BAHAMAS-PETROLEUM-COMPANY-6311079/charts/

RSI reference.

https://www.investopedia.com/terms/r/rsi.asp

Chart of RSI-14 for those interested and according to the London Stock Exchange it’s 68.24 at time of posting!

https://www.londonstockexchange.com/stock/BPC/bahamas-petroleum-company-plc/company-page

Trek

Hi OaW,

Must say I totally agree and I admire honesty on both sell and buy side.. Things were running ahead of themselves at 200p that’s why I sold out and only started buying again from £1.10.

Personal view is now is different. Previously it was all jam tomorrow as they hadn’t moved the tech forward tangibly compared to Sona. This time, however, it’s my opinion that they have really made inroads with the LFD. But they have not cleared the regulatories, yet through no fault of their own,

It’s my view that it’s become political. Al has ended up being patriotically seduced by the UK plc with the promise of orders but given their recent ‘c*ck ups’ are trying to gold plate everything by requesting over engineering. That’s what I think caused delays.

We know that is not necessary as long as certain S&S levels are reached, testing frequency will then eradicate errors. Furthermore, PCR has a 30% sample error rate! (I posted the research references earlier).

Punters are becoming frustrated because they are seeing all the colour you portrayed in you post.

It was obvious nothing new would be in the interims. The anticipation of news was the time to sell. I sold a few Friday. I didn’t want to risk selling too much but now is getting near the time to buy those back imo.

Sentiment is on its knees. The tech info we originally bought into hasn’t changed., it’s only improved and the sanctioning from LSTM will play through. The timer is running down and the market is huge plus I reckon UK plc owes us!!!

On topic given the wind ups we are getting!

I held NCYT from 60p and 99p, from memory and sold at 199 and 400p on the first visits. Missed the £5 but hey they dropped back after before starting another run.

I think Avct will be on a run of its own soon!

Usual caveats.

Trek

Hi RM,

Personally I wouldn’t use pe at this stage of a companies growth as rev’s are in future. Better looking at NPV and a finance waterfall if the company provides one as it shows how money is being used. You can call payback over time, breakeven point etc.

‘NPV is used in capital budgeting and investment planning to analyze the profitability of a projected investment or project’, which is probably more appropriate prior to revs.

ATB

Trek

Morning,

I posted over on Bpc for you. You may not have read the posts.

Atb

Trek