Member Info for TrekMadone

I think any buys sub 7p are going to do extremely well. Remember 7p is the option price. PW will be cognisant of his and his teams pockets when he updates the market. It’s been a truly shocking SP performance. One of my ISA’s is at 8.3p but thankfully Mrs Treks is 4.5p. Typically she thinks blockchain is something to do with HS2 that’s why it’s doing so well! Lol!

Trek

£1

Well loosing people you know is pretty real. As far as an investment it’s been an amazing opportunity and the timing is such that one can later sell covid 19 stocks and buy back into BPC or you could just do what many pi’s do coz that’s what they are told and sit an watch the sp drip down. Fine if it’s a FTSE etf but this is AIM. Just my view.

Back in laters

Trek

So all resolutions passed. Note “Further to the subscription announced on 2 April 2020, Mahmud Kamani's Ordinary Shares will be issued to his adult son Umar Mahmud Kamani.”

Mmm interesting wonder how that works for tax purposes. We’ll you probably wouldn’t want to sell all days Shares tomorrow and pay a whack of tax now would you. Ok you may buy a lambo but that would be absorbed lol! I think he’ll be a good boy and learn from daddy and hold.

Trek

TSSZ “should I wait till tomorrow?”

It’s really a simple answer no one knows.

It could be priced in given the volumes recently, it could be priced in in terms of dilution as the SP has come off the highs near pro-rata. It could be that the book is held by tight hands in which case ii’s that missed out and were hoping to buy on the cheap don’t get the price. Or it could be that the book is sold to crystallise profit. That does happen but what often happens is the selling is ahead of the placing to finance the placing shares and then maintain the same level of risk.

You can use the volumes on London Stock Exchange here to help and tie in with the RNS dates

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/trade-data.html?fourWayKey=GB00BYYW9G87GBGBXASX1

You can look at the red/green candles here on the static chart to ascertain from the volume if the sp was being bought or sold on the days of high volume. You can click on the expert dynamic chart to then check the resistance and supports and judge the next step..

https://www.marketscreener.com/AVACTA-GROUP-PLC-26123500/charts/#

You may think the 25-30 gap is going to be filled tomorrow so you hold off, however, not all gaps get filled.

You can check out the major shareholders on the company website read their trading updates and presentations here,

https://avacta.com/investors/key-information/

You can look through all the analysis on proactive investors, the videos etc here

https://www.proactiveinvestors.co.uk/LON:AVCT/Avacta-Group-PLC/

Alternatively you could say fk that it’s too much hard work i’ll buy a third today a third tomorrow and cover my investment with the final third incase the gap gets filled.

If instead it rockets i’ll revisit with my final third or buy some ERGO instead as no one has heard of them and it would be a great company for me to learn the ropes backing. All imo. Hope that helps and did ya like the plug!

Trek

So

Thanks JohnHenry,
“Trek i think he was talking about this mornings gap up.”

It was worth having another look at the chart as I hadn’t visited it since my buys and it’s very positive.

Re today’s gap up. I’ll have the answer to that one tomorrow! Lol!

Trek

“RNS has to be put out for anyone holding 3% or over nothing to do with placing.”

Or for 5% in the case of international holdings, albeit some still follow the 3% and full 1% rules thereafter, that isn’t a requirement it’s just a behaviour from other US, EU and Japanese holdings.

From FCA handbook....DTR 5.1.2 sub para 1

“(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R“

https://www.handbook.fca.org.uk/handbook/DTR/5/

Gosh I must be bored! Well actually I make a point of checking statements, served me well over the years.

Trek

Someone mentioned a gap to fill, well looking at the chart all the trading gaps have been filled. Notably the ones at 5p and 5.5p in January which were sold down to recently. Remember charts never lie when looking back at them!

Anyways all the indicators are for a forward bullish wave but it really could do with a close above 8p to start the next leg up. Encouraging though is the support has moved up and is quite solid at 5.9p and we could find 7p establishing as a new trading support. Note how it’s bounced off 7p even with sell candles. Sure there will be spikes out of this range and traders will try for 7p sell at 8p. Close above 8p and we could see a pretty quick rerate testing the highs of 9.2p and a higher wave of 8p to 9p forming.

The gaps are easier to view on the static chart and the resistance/support on the dynamic chart. I get some don’t use the charting voodoo but others may think it’s another useful string to time buy/sells in the absence of news. All imo.

https://www.marketscreener.com/OPEN-ORPHAN-PLC-61112301/charts/#

Trek

I really thought we’d have news today, no news and sp up expecting news and it went down. Oh well, at least gas chart looking better, not as good as uranium where I have some nice bets, but at least it’s coming up now through 1.9.

https://markets.businessinsider.com/commodities

Trek

Interesting that they are knocking out PCR test kits as well...

Nearmedic International

Nearmedic is a Russian pharmaceutical, biotechnological and medical Company founded in 1989 by a group of scientists from the N.F.Gamaleya Research Institute for Epidemiology and Microbiology. The company activities are focused on the development of new original medicines, their production and introduction into medical practice; development, production and sales of diagnostic test-systems; integrated supplies of laboratory equipment for medical laboratories; provision of medical and laboratory services (through the chain of Nearmedic multidisciplinary clinics), and are aimed at the improvement of health care in Russia.

https://www.nearmedic.ru/en/about/

Not much on them so it’s true they are Russian!

Trek

Well all those cost savings is going to mean a quicker route to profit now and I am sure this news plus the share incentives will be well received by the team.

‘Headquartered in Moscow’ now that is left field and it just shows how these stocks on aim can be hit from out of the blue, thankfully this time massively to the upside! Atb

Trek

Quite interesting that the 100 DMA and 50DMA are moving close to supports of 24 and 37p. If they breach then we are well on the way up through the ascending channel through 72p. Here’s the thing. Over the next few days we could really do with a close above 72p. Failure here and we are off the stair case and along the landing with a new trading range of 55p to 72p with the odd spikes outside of that range. Hence without the breach we are going to mark time like a sine wave along the landing.

So what does a trader do. Well many will probably have a core holding here as a banker for the 72p breach. The trading pot can be set to run automatically with a buy in the range 55-62p and a sell in the range 65-70p depending when set. You probably wouldn’t sell above 70p as a close above that opens the path to over £1. As for a stop, probably move them up now to 45p but stops are an individual risk, some use them some don’t and they are set individually rather than based on supports as the supports tend to be too low for an ascending channel.

Here’s the chart, here’s the prediction. We close above 70p by end of next week even without news as the ascending channel looks much stronger than getting off at this floor!

https://www.marketscreener.com/SYNAIRGEN-PLC-4004905/charts/

Trek

Looks like site is playing up all posts from 18:24 to now missing. This post is at 05;50 23rd Apr?

Now i’ve recorded it I’ll drop them an email. Can’t get through my day without 400 posts of bunkum! Lol!

Trek

Well timed top up itsyou, thanks for posting, gives the rest of us confidence from a seasoned investor. I’ve been here over two years now! Gosh time flies. I did trade out in the 8o-85p range significantly after the cv19 horrors but I have bought back in again and managed to get quite a few extra shares. Not trading this one again though. I will be switching a few more into here as I can. Still worried PSS just takes us out for 1.50 though before we get near our potential.

Will be interesting to see how setcar has faired. May have a benefit from outages or been quiet. I don’t know but I do think if they add deep cleaning to the menu that would help lots. Atb

Trek

1min read

https://www.thearmchairtrader.com/uranium-price-spikes-as-global-production-is-disrupted/

Trek

I have just topsliced some winners to chuck even more in here, may hold may trade some as not core. Just been so many opportunities in a falling high vix market. I note oil futures up 20% now as are we. I’v even been buying uranium stocks, great chart! Perhaps that’s the other missing BTC link? Who knows but it’s gonna be a pretty exciting rerate imo.

Trek

£1

Yep with you on tomorrow for news. He’s a Tuesday or Thursday boy. Helps that oil futures have ticked up 12% as well. I have been mulling over the nightmare scenario of having to mothball the rigs and run on gas and could we do that. Thankfully with a domestic market and domestic labour it shouldn’t come to that but I expect from here in the focus will be on gas gas gas! Hey and with cash and excellent credit lines we’d come out ok imo. Actually we’d probably multi-bag out of it because there are too many over leveraged E&P companies and that’s not just shale that may not survive. Just a view.

Trek

Well done flipper, I must confess I took 100k shares off at 21.5p to free up for elsewhere but still have a tad over 400k left. It does concern me though that punters attribute imo too much weight to the ncyt/PHE linkage. It’s basically some long term infill work in the bigger picture. I am just glad they managed to absorb the extra pay and non pay costs. Probably have had some upfront payments. I was hoping for a bit more meat but i’m sure it’ll follow but perversely glad the BoD haven’t gone it’s all about covid else you can set yourself for a fall. The ebit and guidance is more than enough for a 20p base, get these options cashed and we could be off. Funny thing is LID, where I have just posted, also had a dip after results. Could be hot money expecting everything to bag. Who knows but luck to all and thanks for your grounded posts.

Trek

So to Jan 2020...

As at 31 January 2020, global contracted base of 286 HUP monitors (FY19: 164), generating total annualised contracted license revenues of £2.2m (FY19: £1.4m) an increase of 57%

From 1st Feb to 20 April....(post ye)....

Significant increased demand as a result of COVID-19 with 195 monitors sold to date, predominantly to the UK market, compared with 219 monitors sold in the whole of FY20

· Board expects that sales in the three months ending 30 April 2020 will significantly exceed total sales of £3.5m achieved in H1 FY20

So mostly UK hooked up. Assume a run-rate for simple numbers another 286 before next trading statement... or with same costs another 2.2m of annual contracted revenues, not to mention sales well in excess of £3.5m + other SaaS services.

I wouldn’t be surprised to see an early trading statement as the runrate change will be significantly different to the current guidance so as to warrant another market update!

What else is noteworthy is mostly UK sales and yet there were budgetary reservations in the slide pack as some hospitals around the world I guess had not set them (budgets) yet. Well it certainly seems UK is ok. US should be ok and likewise China.

Trying to be objective there could be a tail off year end, but then we get recurring revenues. There is so much to come in H1 imo just sit back and let the numbers do the talking. Apart from the usual trading blips I can’t think of much downside from here and could understand longer term traders parking money until Aug/Sep coz there should be blockbuster interim results or a takeover. All imo but i’m leaving my money in based on the evidence in front of me!

Trek

Big bench, I suspect it will be equity based, accelerated book build. FinnCapp probably got clients lined up. Your price prediction may be a bit on the low side though. Get through the placing, cash up then the BoD have all the headroom they need to swagger from one deal to the next. It’s just a few weeks pain while the city take their cut then lift off. All imo.

Trek

Obviously it’s not the same team, it’s the same brokerage. FinnCap provide bespoke service to fast growing companies. They help many raise successfully amongst many other services. It’s a v good move imo.

Trek