Member Info for TrekMadone

I agree, so good worth saying twice!

Trek

£1

Hi itsyou, well done for spotting the greentex news ahead of the market. Mother great RNS today, many peeps will not appreciate the dd that is undertaken to receive such a sponsorship and such collaboration with industry leaders. Dcta are truly a cutting edge disruptive technology business. I have been managing to add at sub 75p with with careful buying and they often show as sells or unknown trades. I am very surprised that there is some stock around but larger buys are going NT. do you have a view on the free float atm and if ML are still on the ask?

Hi trigger, imo I see £1.20 here before it gets going but I have been invested for near 3 years now so truthfully I have not had a good ROI but I do think this is one explosive RNS away from a significant rerate. I think the revenues from setcar will light the touchpaper and then the news that other airports and councils buy in to gipave then I won’t have to post anymore because there will be a massive cushion just like at Vrs where my average is around 13p.

GLA

Trek

They obviously read the BB coz they didn’t have to say this.....

“In a trading update issued last week, the Company announced that it expects to report a 10-fold increase in annual revenues to approximately £8.5m for the year ended 31 December 2019 compared with the previous year. The Company's audited results will be reported in April.”

Reiteration of results! Like hello Market are you asleep...or

“The Company is pleased to announce that it is ahead of schedule to reach its Q1 goal of 17,000 machines. It now has 15,730 installed machines which currently produce 581 petahash.”

Here’s your update so in a few weeks 17000! That means just as BTC gets a technical boost, a halving boost and possibly an unfortunate macro boost we are full steam ahead printing cash! Buy!

Trek

£1

Stops- they have already had a flash crash this week. It’s a technical manipulation to take out stops. Oh the conspiracy! Of course it doesn’t happen I have only seen it 8 times now in over 20 years of trading aim each time is just a coincidence. Lol!

Trek

O/T...try BPC buy sub 2.4 and exit if they spud. Lots of news due offering trading opportunities.

ARB, Bitcoin miner, producing loads of cash, significantly undervalued and a good play on bitcoin.

DCTA, graphene play. Profitable. Raised at above sp. GiPave is a proven technology being field trialled to mix in with tarmac on two major airports, m25, Oxford A road and US road. It lasts 250% longer is temperature tolerant and you use existing tarmac, so no quarry or transport costs. The also bought an environmental co, Setcar so have route to market for products. They are selling fire ******ants, apparel, tyres and trialing Inks and golf balls with graphene. The model is the customer mixes with existing process but it save energy etc. Wait for this a US multi-billionaire has bought 28% of the co from retired seed investors and an insti that wanted out of aim. There are just two regular posters there me, I built a position over 3 years (I’m in VRS from 13p) and ‘itsyou’ a top poster who has a very very significant stake, he bought ECo at bottom and sold near top. Anyways they are very under radar but imo going to be huge unless Patrick Soon-Shiong buys it on the cheap.

DYOR

Trek

Short read....
https://www.finder.com.au/fidelity-is-doubling-down-on-bitcoin-mining-in-the-leadup-to-the-halving?utm_source=email_internal&utm_medium=newsletter&utm_campaign=s%253a%2Bgx%253a%2Bcryptocurrency%2B-%2Brecurring%2B%2528vbt%2529&utm_content=20200124&utm_term=1579856448902ba2751f2e553&futm_source=email_internal%7E1579856448902ba2751f2e553&bt_ee=sqmYykljNkQj7ufNnkBiKsAB%2Fs5TPCMhCrdOv2G5SNdz0BbFOehkKsP4NYqTgU%2BT&bt_ts=1579856448905

Re buy back and divi, like I keep saying once scale is optimum buy stock and hold In treasury so they don’t attract divi it doesn’t restrict ii and is half way house.

Trek
£1

Lol! They’re doing their best tho! Actually that’s unkind. Done well for farm in and good bod with skin in it but tooooo slow. Market needs pace, where’s the cpr, hope it exceeds (tongue-in-cheek cheek as it’s not one I have really followed). There’s so much non oilies can learn just from looking at other similar oil Co’s. could add Ujo and matd if you like. Don’t underestimate financial options and the massive impact of dilution. This is what imo dilution does apart from the obvious more shares so holders value depletes. It’s worse much worse. Say a Co is at 10p and have trading range 8-15p but needs cash. Sp spikes to 12p so say placing at 9p, now your shares are worth less and you think ok we got cash. Instis take up offer short their own stock and sell, sp reaches 5p or worse and they turn the screw then close out shorts. I have seen so many similar patterns on aim, all imo of course but don’t get me on to bond holders and their various VWAP equity options which basically does same they put up cash short stock double bubble! PB is being so smart by producing and funding. Rbl imo is usually the best option coz once you have cash they want paying but you only get the best rates with a cash flow positive business model. that’s why Coho is key and why SPs respond so positively to farm outs. Peeps wax lyrical about 100% owned but what’s the point if the bank really owns it an the stock is shorted to oblivion. All that happens is PIs fund it and the bond holders/SNHs walk off with the asset (XEL) or it gets sold as a depressed asset (SXX). Funded by PIs!

Anyways wtfdik I was convinced today would be red! cannot believe it was a blue finish and I have cash on side logo add to a significant (for me) position. Oh well looks like I’m gonna have to average up!

Ps don’t get me wrong, any moment this smells of I will drop it as soon as my capital looks in jeopard. I’m ok to ride a trading range but only if the story stacks up.

Trek

All trading logic dictates that this should have pulled back to 22p range against the selling pressure. It hasn’t coz it’s going higher, much higher. I’m with dana with 50p as a 50% nav discount post lower tests on cascadura but that’s imo just gonna be the next trading floor. Upper zone tests and coho producing to come plus Royston spud. Royston cos was in 40s from memory but the geo is analogous with casca and they have learnt lots from tests. Reality was the size of the gas was unexpected they’ll be looking closely at this to overlay on Royston which pumps the cos up a notch. I cannot think of a more exciting play on aim. Pet, high risks finance, I3e model concerns and finance, hur diluted and out of favour don’t see it doubling, Nuog now a shell may go bust, savp questions over bod, bloe can’t trust management, eco can’t trust management drills in doubt, lek lol ! The list of basket cases on aim is endless due to lifestyle execs, dilution and yo yo sp. Just a few like Dgo (us dividend policy), Rre but missed the boat have delivered. Welcome to the year of txp!

Trek

Do we have a knowledgeable oily that can gauge just how many RNS’s we could expect and approx when ahead of spud before say April 20th? I could list a few but it’s not my skill.

Trek

Hi Fatal,
I was about to tick you up for the first half of your post then I read the rest. Tsk tsk fella. Not very charming. Even worse than all the ramping we get here from the iPad fantasy millionaires.
Bring back the charming fatal of old, board needs it.
Trek

Well flipped some more, sold Gfin, numbers didn’t add up and got 24066 here at the bell! Defo not last orders though. Gradually building as this is imo a really unusual opportunity. Still got eyes on 50p short term.

Trek

Hi Dana, I agree with you and I’m sat on my hands, gosh it’s difficult. Another thing to consider is the number of posts on the BB, top of the screen. We are soooo under the radar still. Lots of buying pressure to come imo. Mind you I have been in others and the newsflow has been excellent and the sp has done nowt but o&g usually attracts a lot of punters. I am also in BPC and hard to believe they have a higher MCAP than us and no revenue and not even drill ready yet and the irony is they are hoping for a cascadura equivalent! The mind boggles but that’s aim.

Trek

In other news, insider North Energy ASA sold 250,000 shares of the firm’s stock in a transaction that occurred on Friday, December 27th. The shares were sold at an average price of C$0.40, for a total value of C$100,000.00. Following the completion of the transaction, the insider now directly owns 17,848,750 shares in the company, valued at C$7,139,500

https://techknowbits.com/2020/01/23/touchstone-exploration-tsetxp-stock-price-up-15-4.html

Well this is great news for lth’s and PI’s that are taking a longer view on txp, North were at just over 10%. If they are intending to sell all I suspect there will be a mix of OTC deals and some general sales unless another ii has the lot but either way it will keep a lid on the sp a chance for us to add. Need to keep an eye on those volumes which so far indicate there is no problem selling the stock.

As soon as I close my short on HSBA I will buy more here hoping for sub 25p.

Trek

Dummy buy 2.4 on ii, full ask for 200k.

If in doubt follow the money. Remember the market could give a hoot about prospects it’s just interesting in buying, selling and hedging.

Trek

Hi guys, just back from a round of golf. Glad I didn’t check my email beforehand!

My first read of the financials

“Gfinity expects to report H1 revenue of circa £3.5 million, which is lower than the same period last year (H1 2019: £4.4m) primarily due to the transition away from low margin Elite Series revenues, as explained below..... OK 0.9M YOY LOSS...... Significant growth in higher margin revenue streams during H1 are expected to deliver a circa 300% increase in gross profit to £2.1 million (H1 2019: £0.5 million) .....ITS NOT CLEAR IF THIS IS H1 NET GAIN OR WE SEE THE 300% IN H2 ELSE THEYD HAVE BANKED IT, CONFUSING.......whilst continued cost discipline is expected to further reduce adjusted operating loss* for the period to £2.4 million (H1 2019: £4.4 million)”.....MY CONCERN HERE IS THAT THE COST SAVINGS ARE BASED ON WHAT THEY HAVE GIVEN UP IN H1 AND THE STRATEGY SHIFT IS NOT QUANTIFIABLE IN TERMS OF COSTS. THERE IS NO WAY I CAN GUAGE HOW IT NETS OUT.

I built a position here around the finals as I could see a clear path to profit. They have now changed that model again focusing on

“The Group continues to improve its revenue mix and margin as it shifts the profile of its work towards own community revenues, strategic programme consulting and higher margin content creation, which supplement the end-to-end esports programmes the Group continues to deliver for its major partners“

Yes sure there is money to be made there but it’s more labour intensive than say realsports101 (which didn’t even get a mention) and is not going to tap the billions of human beings like on line tournaments or a WhatsApp model. For all the hard hitters I can’t believe they haven’t delivered a partnership deal yet. A partner like MicroSoft or whoever would release potential in the business and provide the finance and governance that they clearly need. I have been for a while hoping that the website would be updated, I don’t play games but I am reasonably IT literate and it just doesn’t cry out spend your money here, look at the winners, prizes, role models etc.

I don’t think these results are lipstick on a pig, they just can’t decide what pig yet! This co may well go on to great things but it’s going to be a traders train set for a while so I’m gonna sit out, not for the first time but this time I may stay out unless I see a partner come on or some serious director buying, but I do appreciate that the pay is well tempered and not all execs have hundreds of K to burn. Still not a write off just some serious labour pains and gonna take a lot for me to think third time lucky.

GLA

Trek

Best to trawl through the rns’s on the txp live RNS tab above. All options are market sensitive and should be noticed.

Trek

Ps good to see some profit taking today. Could do with a pull back to 22p so a new base is formed and give a bit more time for others to add in ahead of news. Slowly slowly.

Apologies imo missed, screen keeps reloading

Trek

Well i’m Short to 551, double bottom on its way may let ride or go long to 5.98. Hsba will drop with the impending travel restrictions it will bring out the shorts and sellers. Sars took 6 months to fizzle out. Don’t wish any ill on folk but no difference to hedging poo based on tensions. Only a small position taken. Gla and hope this is contained.

Trek

Bought in sub 190, may prove a value trap but like others I take a contrarian view, however, I am not expecting any monetary policy loosening at the next boe meeting. I expect interest rates to be held as a bit too soon after the election and not really much to play with. A cut would probably give NRR a lift and hopefully status quo a neutral response but I am happy to start averaging in here over time with a view that any divi cut will be minor and still offer value. The BoD have proven themselves to be very good jugglers with an excellent eye for value. A defo contrarian buy that may prove to be a very defensive investment in time from these levels.

Trek

The Soon to be bid 2.2 sp 2.3 ask 2.4 range imo. That gives MF a 10% start and should accelerate any late comers. I expect a MF RNS of sorts, purely because we had one to say it had been kicked off. Question then is do the sophisticated investors bail for 10% ish? I doubt it and even if they did the stock should be soaked up as that’s when the newsflow should really begin. Also expect to see a continuation in volume now as the higher it goes the more likely the MF is to be a success and imo less likely it is for them to grab a quick buck as the market is expecting news. Lots and lots of news. I expect a few of the RNS’s have been drafted and can’t yet be released as they are not finalised, well obviously else they would have to be released but I am just hoping our BoD are getting a little more streetwise after a few years of rest! Time to deliver coz let’s face it a 46m MCAP is huge for FA bar a few licenses that on the face of it no one wants to farm in to. Newsflow needs to be thick and fast after the 7th else the market will be brutal and those MF investors can quickly become psd off. For comparison look at the valuation TXP, 45m and what they have achieved and are producing. I now have way more than a punt in here but still maintain what I think is a balanced view of the risks. As always DYOR and expect the unexpected up or down.

Trek