Member Info for TrekMadone

To announce a further delay on the last day would be complete incompetence!

Absolutely nothing to do with Covid. They would have known last week if they could hit Friday or not. If not, a further delay should have come last week not tomorrow or early this week at the latest.

Announcing a delay tomorrow means that they are not even managing news they have control of which for £2m per year is not good enough, hence I think results tomorrow or else AK had just as well stick a rns out saying I’m an idiot! And that he truly is not. Silver spoon, arrogant, smug, devious or even devilish may come to mind but idiot, nope.

Trek

Sure the patents and IP are excellent.

I do though wish we could get some inkling of sales.

How many masks, sold/forward sold?

What’s the situation with tyres/retreading golf balls. Etc

What revs from apparel.

What contracts from the fire ******ant stuff.

There is a big gap in the management team that needs filling. GS etc great on the science and patents, gonna line the whole world up with graphene enhancements soon but other than setcar. Show me the money.

Hence I think they need a sales/marketing lead to nail this stuff with min orders, revs, glidepaths, deals etc.

This is still my biggest investment by far and still the biggest opportunity!

Trek

12 trades posted here today. Hardly an endorsement but I guess a few may have held from the last false dawn. I reckon the results will be a non event, reiterating what we have been told and we’ll see a relief rally as the trading indicates no news.

Here any no news as long as it’s published could be fantastic!

Trek

“Kate Bingham, Chair of the UK Government's Vaccines Taskforce, said: "Through this agreement with GSK and Sanofi, the Vaccine Taskforce can add another type of vaccine to the three different types of vaccine we have already secured.

"This diversity of vaccine types is important because we do not yet know which, if any, of the different types of vaccine will prove to generate a safe and protective response to COVID-19. Whilst this agreement is very good news, we mustn't be complacent or over optimistic.

"The fact remains we may never get a vaccine and if we do get one, we have to be prepared that it may not be a vaccine which prevents getting the virus, but rather one that reduces symptoms." ”

https://www.londonstockexchange.com/news-article/GSK/sanofi-and-gsk-agree-uk-doses-of-covid-19-vaccine/14632477

Trek

“Kate Bingham, Chair of the UK Government's Vaccines Taskforce, said: "Through this agreement with GSK and Sanofi, the Vaccine Taskforce can add another type of vaccine to the three different types of vaccine we have already secured.

"This diversity of vaccine types is important because we do not yet know which, if any, of the different types of vaccine will prove to generate a safe and protective response to COVID-19. Whilst this agreement is very good news, we mustn't be complacent or over optimistic.

"The fact remains we may never get a vaccine and if we do get one, we have to be prepared that it may not be a vaccine which prevents getting the virus, but rather one that reduces symptoms." ”

https://www.londonstockexchange.com/news-article/GSK/sanofi-and-gsk-agree-uk-doses-of-covid-19-vaccine/14632477

Trek

Good find AgentB

“Dr Youngstein added: 'The crucial thing is how we identify the type of patient that could respond to this treatment.

'Because it won't be everyone.'”

Step up ONC!

Trek

New nomad and joint broker. Two things...

1. They obviously have cash.
2. They’re as psd of with the SP as I am!

Trek

Qd22...

“As a matter of interest I've complained to the Advertising Standards Authority this morning. I'm utterly fed up with these ads that make the whole screen dance and flash for some seconds before they settle down - it could cause epilepsy and/or other things. Plus they cover screen content, plus the delete button has begun to disappear.”

Download Brave from the App Store.

It comes with adblocker enabled and works a treat even if you just use it for this LSE site. You get free BAT tokens as well if that’s your thing, but I just use it for here. Headache and ad free!

Trek

It was a great update this morning quality grades and looks like more to come. A long time ago I invested in AAZ. Did very well but sold too early just taking the bags and not thinking of the dividend.

Not making that mistake here. Just picking up as much PUR as I can over time and leaving it for when it starts paying a divi. Reckon in a few years time the yield from this level will be pretty exceptional. With it being funded and about to pour. Now is the time to buy and forget. Such a rare opportunity this, financed, amazing postcode, top BoD and with a POG tailwind. Just flipping profits into here as I go. Chilled!

Atb

Trek

Mavern picked up 3.42% after or during the last bookbuild 14/7/2020.

They have reduced to 2.94%. Looks like they are taking quick profit following the recent rise.

Of course they are now below notifiable holdings as are interTrader who were 2.87% on 15/7/2020.

I was curious earlier how Ocean managed to pick up extra stock on top of Acacia’s 8.99%. I am only guessing that they had a lump of those.

Now we can assume that the recent drop is attributed to Acacia selling, and two institutional investors reducing. There is no reason for them to sell other than ‘profit’ as there has been no adverse scientific news to cause a sale. Indeed South Ocean have been taking up stock at a significant rate.

So as a PI and we’ll aware of the story here one can assume that there is only a short remaining window before the institutional investors reach a holding that they are comfortable with be that between zero and 2.9%.

After which the stock will rerate significantly...

The 41-51p gap that I had concerns about earlier has now been filled with both buy and sell candles. The 20dma has bounced right off the 41.55p support and will likely track through the 50 and 100dma now. A close above 54p is a sign that we will start a new ascending channel with a few pull backs but eventually to 101. Close above 101 and then repeat to 147.

Of course sht news can change all that but I think from a charting perspective and the newsflow we are going to get a tailwind to 101. So hold above 54p, sellers are out. Off we go!

Anyone buying now just try and grab what you can as close to the 22m 50p placing. Anything lower is a bonus. Usual caveats!

https://www.marketscreener.com/4D-PHARMA-PLC-56171591/charts/

Trek

They are inter MM trades, residues. I posted the link last time it was asked. Just ignore them.

Trek

£1

Could this be the 20% rise day I predicted! 18.5% will do so far! Loving it!

Trek

I added 100k today 4.4ish but have kept some back. View is BTC will retrace to fill gap at 9.4. I don’t think that will impact ARB though as difficulty will come down soon. Anyways if pundits expect it to pull back going on past performance it’s probably a buy signal!

Nice read for BTC and gold comparisons. I have loaded up on several junior gold miners the last few weeks. Just those that are financed and ready to produce this year. A metals bull run can go for years. Spread the risk. Get in at the start and aim for a near free carry.

https://cointelegraph.com/news/tethers-gold-backed-stablecoin-in-demand-as-commodity-hits-ath

Trek

£1

An Apple deal should do it. Great sales pitch for Mac’s, keyboards and smartphones. One deal like that is all it takes and today’s sp becomes irrelevant.

The real question is do the have tech and the skills to land such a deal.

That’s what makes this a compelling punt at this sp. Buy a few and just look in when there is an RNS. Then average up if/when news arrives. Well that’s my plan.

Trek

I’ve added here and at GRL today. The POG rise has an enormous upside on ebit! With these producing and expanding it changes the financial dynamics significantly. The market is only just catching on.

Also have a long on BTC for similar reasons. Nice!

GLA

Trek

I just added 120k for 9.6568. The POG changes the dynamics of this enormously! One permit to come and having the other environmentals signed off I don’t see it being a problem. Massive disconnect in mcap imo. 10p will be a new min here very soon. Having researched so many junior miners GRL came out on top of my matrix for upside risk reward. Usual caveats

Trek

Blue at last! Whoop whoop!

Trek

£1

Not that it matters but that trade shown as a sell for 10906 shares early doors was a buy. Seemed to have got a very good price from ii!

Just wondering now where ocean got the rest of their shares from. Explains the +10% rises we saw. Hoping the float will dry up soon and we’ll be off!

It is interesting looking at the upside potential here. Other hots stocks, SYM, SNG, GDR, TILS and AVCT have massive upside and the BB’s are buzzing. Then there’s 4D. I don’t think the market is interested in the upside potential from milestones until they are nailed. Such is aim nowadays. You can even be valued less than cash. If we hit that first payment though there will be a stampede!

Trek

I spent a lot of time the last few weeks researching gold miners. I already hold GGP in my pf. These three are all financed and about to produce this year. They have quality BoD’s and good institutional support. GRL, PUR, SGZ. Another that is producing and about to reach another price inflection is SHG.

I have invested in them all. I will let you DYOR. I looked at over 30 companies.

There are others like SOLG not producing but massive prospects and funded and in Russia TSG that is a producer and expanding. They are on the watchlist.

I suggest you set up a spreadsheet with your must haves across the top, like cash position, mcap, BoD experience, warrants, ii’s, resource, gold grades etc and the companies down the bottom. Then attribute a points score to each heading and after a couple of weekends you may come to similar conclusions. Obviously depending on what your ask is.

I didn’t look at Altyn, but with a family investment of that level in Russia in all honesty it wouldn’t have made my list.

ATB,

Ps, I wasn’t surprised at OMJ’s comments. As far as I am concerned both him and Malcy have not been real fans of TXP. Imo OMJ wants a lower price and Malcy wants an interview. Both can swivel!

Trek

Biome tech, (Biom) are another competitor, listed on AIM. I used to hold a position there but sold out on the drop as the BoD are useless! Which goes to show you can have a great product but without decent management your wasting your time.

Trek