Member Info for TrekMadone

Managed to add 4k shares at 75.3. That’s way below the 76p published ask.

I am expecting the sp to move up soon. It’s not looked like going below 70 which is good. Seems the placing churn settled around 76p so once we close above that then imo that’s a sign that we go back to the 80’s

Usual caveats

Trek

More stupidity…. Well the list is endless really!

https://www.bbc.co.uk/news/articles/c3v3rygdrryo

Trek

“ We are borrowing £150 billion a year, of which £110 billion is simply to pay interest on past borrowing.

It’s like the government keeps logging onto ClearScore and paying a fee for another couple of years to balance transfer their credit card.

To get back to 1990s-era spending levels, we need to cut total government spending by about 35%.

And yet Reeves claims that she ‘has got the balance right on tax.’

She’s either a moron, out of her depth, or mathematically challenged. Perhaps all three.

The maths is not going to change. We are not going to get the magic growth wanted, mostly because all our wealthy job creators are exiting via Heathrow.

Sorry, only after the entire airport went down.”

Charles Archer

https://thatstocksguy.substack.com/p/small-cap-mining-august-review?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ab405a5-af99-498d-b11e-01b217943f57_582x193.png&open=false

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Trek

Hi Blue,

Thanks I think they also do participate but you may have to ring them.

Well done Lincoln82

Atb

Trek

One for you borrowed. AEG.

I just had a look and wouldn’t touch it with Monopoly money! lol! Look at the CLN’s near 30%!

But she’s dressed in crypto and ready to thrill! Has an underlying biomass business that’s chugged along goodness know how!

A trade only. 700k mcap will pop soon imo on any vols. watch the spread. Get in and out if there’s liquidity.

Double your money but anyone who does would have earnt it!

Usual caveats

Trek

Still can’t even look at TIR on ii. Was supposed to be from Wednesday. Mind you nanny will need to vet your buys first.

This so called execution only broker where you sign a risk disclaimer when you join needs to check your homework and if it don’t match up they will stop you buying. But then you can buy other stocks with the same homework!

You see ii are influence by social media now! Bonkers!

Usual caveats

Trek

Mrmork,

Many platforms are now restricting trading. ii have an ever growing list. They are supposed to be execution only following investors signing the disclaimer.

But now ii even restrict trading based on social media ramping! Talk about opening themselves up to shorting and false news!

It’s our money we know the risks!

However, HREE is not restricted on ii, yet!

If you want access to more instruments without nanny watching you then sign up to IG!

Usual caveats

Trek

Yes yes yes it’s about M&A next! That is what the market is looking for, shared risk or if we find commercial Hydrogen imo just the ‘A’!

DM did a great job so far and is very honest with recognising what the next phase needs. HE1 fell over because they like many other aimers try to go it alone when really a shared risk is viewed the better way forward.

“ The next stage of Helix's development requires new leadership with a skillset better suited to a producing company with positive cashflow and M&A opportunities…”

HEX are open for business. Acquiring or being acquired or JV’s. Stay on your toes now because both Bo & Keith will be looking at what the best shareholder returns are at this juncture. Is it a pay day or is it a rapid route to capital gain and dividends?

+25years of domestic Helium production and potentially Hydrogen mean suitors will be looking beyond today’s macro!

Usual caveats

Trek

£1

It ain’t a plug but check out RNS over at HREE tonight. ABB at premium to SP and a big BoD change around. Getting new skills in.

Sure there are warrants but for buyers now they are at a much higher SP. So even with future dilution there’s headroom. But then they get cash for asset accretion.

They are in Madagascar FfS so why can’t this lot get this so called gem in the USA sorted!

Years a self imposed deadlines all missed. Just like this last one. In case they don’t know … July ain’t flipping August!

Trek

Yep very promising nom….

“… The Placing will represent up to 16.20 per cent. of the enlarged issued share capital of the Company after the Placing.

The Issue Price represents a premium of approximately 11.1 per cent. to the closing middle market price of 1.35 pence per Ordinary Share on 31 July 2025, being the latest closing price prior to this Announcement.…”

I have managed to trade down my average there and sold back to my core position on the last spike. So happy to let what’s left run a bit now. IPO was 3p, big ii in at 1.5p, warrants 3p and 5p. There are probably other warrants, not read the prospectus for a while. But buying at 1.5p now gives quite a bit of headroom.

PFS v soon then licence. Already have an MOU with US offtaker.

Clay extraction is cheap as well. Lift and squeeze then put it all back for growing/planting. Plus they focus on the satellite hotspots. It’s v low cost REE and its premium for magnets. Motors, defence, aerospace etc.

As always only beer money though or a bit more as sht can happen with these plays. But loads of news ahead to slice into!

3p should be easy then sell half on a double and forget - that’s my ‘current plan’ lol!

Usual caveats

Trek

Not too bad - at least a premium than the often 40% Aimer discount. Mind you it’s still way below the IPO price. But buyers now will be alongside placees, below the warrants and below the IPO price!

“…. The Placing will represent up to 16.20 per cent. of the enlarged issued share capital of the Company after the Placing.

The Issue Price represents a premium of approximately 11.1 per cent. to the closing middle market price of 1.35 pence per Ordinary Share on 31 July 2025, being the latest closing price prior to this Announcement.…”

Should close tomorrow.

Usual caveats

Trek

Be careful not to select ‘vote FOR all’ unless of course you want to vote for ‘ APPROVE DISCONTINUATION OF THE COMPANY’

ATB

Trek

Interest is picking up following broker reviews on top of results.

In some companies one would consider slicing some. But as for here, ‘not on your Nelly!’

This has got much further to go imo. With more growth to come and increase in yield this is staying in my income pf now for the bumper yield and special dividends!

Trek

“Accordingly, the Investment Manager has successfully negotiated the sale of its convertible loan in ON Energy to the issuer for $7.6 million, representing an 18.75% premium to the current holding value of $6.4 million and a money on invested capital ("MOIC") including actual cash receipts to date of 1.63x.

The sale delivers a cash realisation and removes exposure to a business where its geographic focus has shifted away from SEIT's target markets. The proceeds from the sale will be used to reduce SEIT's drawings on its revolving credit facility.”

Can’t really add to that! What a premium! So how much has this shty London market discounted the rest by!

Trek

Where US gets it’s REE’s from

https://elements.visualcapitalist.com/charted-where-the-u-s-gets-its-rare-earths-from/?utm_source=VC+Elements&utm_campaign=23aacfd28f-VCE_Email_JUL_30_2025&utm_medium=email&utm_term=0_f3fdb4328c-23aacfd28f-47046010&mc_cid=23aacfd28f&mc_eid=5222e6014c

Trek

Hi Andrew,

“ HI Trek

Your starting to sound like someone who has sold out and who is trying to get back in at a lower price :)

I guess we'll know who called this right and who called it wrong soon.”

Actually no. This time I got my trade the wrong side after the MOU RNS. So I bought back in and am now underwater. My average this time around is a tad over 5p.

My previous ventures here have been better buying in 4’s and even in the 3’s and selling in 5’s. Or there abouts. This time I got it wrong so far. But it ain’t over yet!

GL

Trek

CLX - added to my watchlist. Look interesting against increase in defence spending, Satellites galore in EU and 5G!

https://www.lse.co.uk/rns/CLX/final-results-g778agi6mhbzujd.html

Trek

There’s been a heck of a lot of indicative sells absorbed here. Nice big round numbers.

The MM has to reduce the price to a level that will attract buyers. Once the stock is bought then the sp will move back up.

Timing the bottom isn’t easy hence I tend to average in and for that matter average out.

But my experience tells me this is the buy zone now esp as volume has been evident the last few sessions.

I am looking for another free carry here and then will leave the rest to ride and switch off to it.

Usual caveats

Trek

I have been waiting for the placing here. This isn’t it. It’s just a top up.

Anyone know if signature for licence is dependent on cash position. I can’t find anything. But they could be tied together

Usual caveats

Trek

Added more at 7.37. Building now below 10p after this volume and placings above should yield a good return in a few months time. Esp as more ETF’s, sovereign wealth and treasuries buy BTC.

Far from a kitchen sink play but worth a position for some pf diversity esp in single fig sp!

Quiet days are often best times to buy.

Usual caveats

Trek