Member Info for TrekMadone

To VPN or not to VPN?

https://www.techradar.com/vpn/vpn-privacy-security/vpn-usage-at-risk-in-michigan-under-new-proposed-adult-content-law

So many pervs hiding behind the free speech mantra.

Either way VPN or not the crux is big tech aren’t doing anywhere near enough to stop the proliferation of child abuse and other unsavoury material!

The regulators and govts are likewise only paying lip service.

One day somebody may take it seriously but until then people can be polluted by this as there’s money in them trafficked souls!

And then woman can bang 1000 men and make a million quid from it. CH4 will make a documentary and the teens think she’s a role model! What an aspiration!

Pumped up lips, pushed out tts and be a tick tok millionaire!

I see so many walking around our town centres.

Still I guess it will all get worse in these end times.

Gosh I am getting old!

Trek

I added some at 2.99.

I think the market is expecting a divi cut. As long s AUM and outlook remains positive esp on back of the last narrative re active v passive and cost cutting I am hoping for a bounce.

I still expect rates to come down as jobs are stagnant. That itself should hold back inflation. Productivity will also be poor imo as usual so OBR will be showing a bigger fiscal gap. It’s far from ‘animal instincts’ so no need to keep rates relatively high as more ‘pseudo taxes’ will creep in!

With Trump tariffs we are hardly importing inflation - exports need some help!

Just a poor show the govt kicked the ‘budget can’ to end of November. Just adds to uncertainty.

But once that uncertainty is over first from the results here and then from the budget we could see two good bounces.

Last time LIO, being high beta, lept 89p from the off which afforded some nice profit taking and recycling!

So I expect a 75% divi cut, positive ops news, some cost saving and a return to 3.40 then another lift after the budget taking us back to 380-390 before Christmas. Could be more but tempered expectations! Director buys we’re at 400p ish from memory!

Not too shabby and not too rampy but I agree - more upside than downside from here. So worth a trade esp with sub 300p buys!

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Trek

Been low 60’s now low 70’s on little volume.

Cuts both ways - been down on buys and today up on indicative sells!

Just shows the MM’s are shaking it to encourage trades as the majority position is hold and there’s no money in that for them! So they need to force a market.

Still been a nice opportunity to average down to below 80p for me!

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Trek

Divi increase for 26 and cash from cost savings will cover short term divi gap. Then new acquisitions kick in. Flipping some 7% above nav!

With the new structure this is very positive for what will be a cash cow imo!

Not sure why such a muted reaction. Probably still a bond yield drag on sp and inflation sticky.

But with weak jobs I think rates will come down earlier than folk are betting.

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Trek

As it’s 2% below nav of 111.37 and my average is 111.053 I will get less in the tender offer. So no point.

There’s no option to add yet as with VIP so like I am doing there I’m gonna stick.

Trek

‘…step-out drilling has extended both the Red Hill and Middle Zones, which remain open along strike and at depth. This confirms the continuity of gold mineralisation along this historic trend and includes substantial shallow intersections grading above 2 g/t….’

So there’s much more there than they have proved!

Trek

I note each pullback has been bought and now we keep looking at 266 resistance.

I wouldn’t be surprised to see this go through 300p soon. It’s difficult to trade volume here so the mm will have to move it up to attract sells.

300p isn’t exactly expensive given what’s coming.

But they ain’t having mine as I am here for the next divi hike and the specials that keep rolling in!

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Trek

If they crack it Tro then the RTO prospectus should be easy to complete as they will have the ROST numbers to paste in for the CPR.

Then it’s just a case of listing on AIM.

They may take some more cash which has likely been sounded out to HNW investors etc. Nick has said that 3p will be the RTO price as that was what the loan was at.

There’s only 115m shares and a 2.5m mcap atm which is both low given the number of producing wells.

The warrants are at 6p.

Chances are once listed the company will be snapped up for the Jayhawk contracts, the helium acreage and the ROST IP.

10p would be extremely cheap but represent a multibagger from now.

Lots of IF’s but it’s far from a wildcat. Helium is there and dewatering is bau for LNG.

So good odds hence I have backed it and quietly expect a 20m mcap post listing or a bid.

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Trek

My top up order got filled. Couldn’t buy first thing as this stupid exchange doesn’t give a price so no guarantee what you get.

So as I was out today I placed limit order that eventually got filled.

RTO we were told should be same price as loan to MDH, so 3p.

Prospectus will be published once they have the ROST numbers. Should be just a case of typing them in then listing on AIM.

We will even be able to work out a pe soon!

Sp is where it is imo as lots of platforms don’t allow AQSE trades and there’s only 115m shares here. That’s very low for a Penny stock!

£2.6m mcap, even £10m mcap is very cheap with income.

I wouldn’t be surprised +10p here on listing if we get +4% helium. That’s exceptional and prices are set to rise again!

Remember it went through 7p on the treasury news!

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Trek

MDH …. Added more today. Lots more (for me)!

Trek

Another director buy.

Small but it’s cash in the open market and they are happy to add to their holdings!

This is an illiquid market so you can’t buy any volume without sending the sp through the roof that’s if there is any float!

See my earlier posts

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Trek

Https://www.londonstockexchange.com/news-article/SEQI/nav-and-investment-update/17229993

Trek

Oh my nom - two wheel porn!

Things of beauty!

Trek

Sometimes I am glad I have 90% income stocks/trusts/funds others I rue missing out especially when the likes of ARV, FDR, IMM , HEMO, WSBN and ALRT etc have been on my watchlists for ages but I resisted diving in!

Then the ones I buy look better on the balance sheet and are cashed up with good prospects and then nothing happens with the sp!

Just as well use a dartboard and throw blind at the stocks pages to pick one! lol!

Trek

Trek....mercks $1 billion investment in a london plant....axed...its everywhere

Yep saw that tro - I don’t hold any pharma or biotech atm.

Kicking the can for budget hasn’t helped, govt need to get a grip and have policies that are conducive to their growth rhetoric! Shocking result that!

Trek

EARN raised 1m at 7.2p yesterday a 44% premium. Bod and family bought. The previous raise was also at 7.2p a 125% premium from memory.

Money being used for acquisition and capital.

Results yesterday were a beat across the scorecard

Today there’s a holding RNS someone unrelated increased their holding above 4%

This imo just shows that the shtty London market SP’s can have very little to do with value. It’s just based on buys v sells with a flawed algorithm that doesn’t attribute any value to hold. So 2% float sets 56% of the price!

This is one of the reasons why London is being bought up!

I hold EARN as I see then following a similar path to ROAD that I sold at around 17p doh!

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Trek

Agree Paul, the market has significantly overlooked this key news. It eases one’s concerns over RIO. Japan awaits!

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Trek

Well I was two days out and no suspension this time.

More strong organic and accretive growth with a beat on the numbers!

This company is motoring!

The SP will catch up soon enough.

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Trek

Depends I grabbed a few today. This will imo bounce high on the next rate cut which is probably a lot closer than we think!

I will grab some more if it goes lower with a view to exiting on way up leaving my core holding with a lower average. Currently 325 but one can seldom get the bottom but thankfully bagged the divi!

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Trek

It looks like an immense add on! Same geo. But the market isn’t excited by aeromags they like to see drill results!

Lots to come here!

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Trek