Member Info for TrekMadone

Anyone looking in at shareholders this is out of date...

https://tools.morningstar.co.uk/uk/stockreport/default.aspx?tab=5&vw=own&SecurityToken=0P0000ETOW%5D3%5D0%5DE0WWE%24%24ALL&Id=0P0000ETOW&ClientFund=0&CurrencyId=BAS

Polar sold out in June 19and and Edale increased to 4.25 in Sept 19, David and Monique Newlands have also increased in Sept 19. The November 19 Corporate update doesn’t have a list of major holders.

It will be interesting to see who owns what in new year.

Trek

Well below Charles St and Director average now. Volume low though, a 550k sell knocked 10% off the Sp! Seriously looking at picking up more here once funds free. Need another buy before next trading update. Numbers show we should be on track for ebitda evens if so then this should rerate considerably. But then I have been buying from 4.4 to 3.7 so who knows. GLA

Trek

BTC bounced ‘all’ the technical nerds calling the bottom. MM’s fully loaded. FOMO on its way. Not saying now but sentiment will turn soon. Peeps will sell a spike only to see it go higher! Peeps will sit out waiting for an entry and it will go higher. Imo will be the exact opposite of what we have just been through. I have been waiting for it to turn before buying more. Was afraid 3p may come before we bounced, there see!

Trek,

£1

Just added 27250 near the close, will show later. Had to sell elsewhere to add. If not news tomorrow then will be Friday. I don’t see our MCAP staying at £34m if coho results blow the doors off! Wouldn’t be surprised to see a weekend daily mail follow up as well. May even be a new year tip. Gla

Trek

Just offered 20.62 to sell, mid price is 20.40! RNS tomorrow? Looks like a run end of day back to where we started.

Trek

Thanks and TXP set for another lift tomorrow/Friday imo.

Just shows though how hard it is to pick winners

Trek

...Touchstone said the average natural gas flow rate for the final testing period on the well was 17.5 million cubic feet of gas a day (“MMCFD”), equivalent to 2,917 barrels of oil equivalent a day. The average stabilised test rate over 11 hours was 11.8 MMCFD (1,963 BOEPD). Assuming that further pressure testing on Coho-1 confirms a gas flow rate in this range, Touchstone could comfortably double its current average daily production (1,871 BOEPD).
Encouragingly, water production averaged 23 barrels per MMcf of natural gas – notably below Touchstone’s expectations based on offset well data. This suggests that it should not be too challenging to develop Coho-1 into an efficient production well.......

Booom!

Trek

I just had his email, flash blog...

https://www.malcysblog.com/2019/12/rockhopper-iog-serica-sound-energy/

This is great no news! He talks up so many oilies and then the kiss of death but he’s imo defo invested here.

Many of Malcy’s tips die the death of a thousand placings. Not TXP we have credit facilities at good rates and cash flow. NO DILUTION. Add that to the geo and our CEO and of course he’s invested! He’d be CascaCohoing like fking Santa if he was tipping this now!

Trek

Imo this is only just getting going. If you think aim doesn’t reward anything (coz that’s how it feels!) check the charts on ORCP and PET and yet we are cash positive with more to come.

Trek

It’ll be on all things with wheels and windscreens before we know it.

Trek

https://www.google.com/search?safe=strict&sxsrf=ACYBGNTqr1bVkUTzzLAUU-FbkjocZt_X1A%3A1576644052609&source=hp&ei=1K35XdWsI4aelwShxaCAAw&q=0.38+cad+to+gbp&oq=0.38+cad+to+gbp&gs_l=mobile-gws-wiz-hp.3...4301.16724..17236...1.0..0.143.1504.10j5......0....1.......8..35i362i39j0j0i131j0i70i258j33i160j33i22i29i30j0i22i30.MXVFh0quC8U

Trek

And don’t forget political stability, no insurgents or terrorists, a reasonable democratic tax regime, probably even friendlier than the UKCS! Sound economy and infrastructure. A big tick for some institutional investor, pretty much everything apart from plenty of stock! Lol!

Trek

Hi Sankeys,

Where do you get your loan data from, I use https://www.shorttracker.co.uk/ but it’s only for declarable shorts, 3%. Also not sure how reliable the LSE link here is. I know we can’t tell what CFD positions there are but was hoping for a page that shows all stock on loan if you have one.

Trek

Been at 21 nearly all day and then zips up to 22 at the close on just a couple of buys. Not for me to advise but those looking for a lower entry may consider chucking half in and covering their position with half. I do think we are about to move again soon following higher volumes end of November.

Anyways hope you guys had some TXP following my tip a few weeks ago. Some massive buys today and a thin book. I reckon it’s about to go up another 30% tomorrow.

Honestly you go from a drought to every one a winner in this game and therein the challenge for aim, why take all that risk now when you can get the likes of AV, LLOY or LGEN with big dividends and nowhere near the same risk and they have gone up like aim shares this last week!

GLA

Trek.

This is gonna rocket until the MM can force sellers. Big rise then a big pull back as profit is taken then it’ll be off again...Traders paradise. Even better though for us Lth’s, we can just watch from the sidelines now knowing it’s very unlikely to drop below 20p now. Defo a hold through the 2020 campaign and over a quid easily imo.

Trek

80% up on TSX, MM here are fkd. They know there is another RNS on the way and they got no stock! PB caught em at their own games! Lol!

Where are you Marcy? Still buying!

Trek

http://www.alignresearch.co.uk/argo-blockchain/argo-blockchain-still-highly-profitable-at-current-bitcoin-prices/

The cash we are throwing off is not accounted for in the SP. A pe of around 8 gives us £1. Unfortunately the market is not valuing us on traditional metrics it ties us to BTC and sees BTC bearishly and with more risk than those invested here. It’ll correct just a case of when.

Ps, I had a great day at TXP, also still way undervalued imo.

Trek

£1

Nothing from him yet, mind you he didn’t even comment on Coho, I emailed him no reply but then he has a ‘policy’ of not commenting on shares he is invested in. I wonder.

Trek

"Serious question - do people who know about this stock think it will multibag this year?"

Next year

Trek

£1

This is massive, the middle pay is exceptional and there are payzones that we’re unexpected and yet the sp is only up 50%. We were above 20p in 2018! Yes it’s great that most holders should now be blue but I think there is more value here. I note PB is holding coho results back. I bet he knows them and is timing the release to lift us again same as I reckon he knew this result last week. We got a smart cookie ceo who has consistently under promised and over delivered. There’s much more to come from TXP in 2020. Congrats all.

Trek