Member Info for TrekMadone

HI miti, I think some of your views are spot on. I sold out here from memory around 27p. And piled back in from 12 to around 23p so I now have more than 3 x my original stake and am in profit at 19.5p so I agree with your alternative view to hold and hug (funds permitting). What I don't subscribe to is your 17p entry, of course we'll not know unless the price is hit but I view the drop from 20 to 12 as Seven, tick, and the market has drawn a line at 19 as an intaday for the CPR. I don't agree with no news in short term but I do think the sp will be agnostic to news. Imo the driver here above the value point is trading and one trade can tip this, if our seller moves on we'll be off and like you say profit should be taken. Question is when. Now I have averaged down I will sell and buy back half at various price points but I am doing nothing until 28p. I guess that's what makes a market with its perfect imperfections!

GLA, long and short.

Trek

Hi Snaffleman et all,

This is one of the very few BB on AIM where, as far as I can see there are ‘honest posters’ that just share.

Anyways here’s a plug. I’m pretty (very, in my view,) good at finding undervalued stuff, that’s why I’m here and I have Identified imo the next industrial revolutions.

1, GRAPHENE, Directa Plus, which is gonna transform all materials from concrete to apparel to aircraft wings you name it, imagine a bio analytical computer in your running vest! Or bridges 25% the weight 300% stronger and temperature agnostic! DCTA is a graphene Co where an American multi-billionaire has bought a 28% stake at a premium to the now SP. DCTA are fully funded and have just completed an accretive acquisition and are generating cash. Oh and they have put graphene in tarmac that following tests in Milan is 250% more efficient and recyclable with massive savings in transport costs. They’re now trialling airports and an A road in Oxford and of course the M25 and also roads in US where our billionaire investor lives and owns a multi million$ eco company! Yet there are just a couple of us that post there, but, one is ‘itsyou’, who is a pro and has (I believe him as I have seen the screenshots) a massive position.

2. ESPORTS - Gfinity, GFIN, which people do not get but it’s one of the fastest growth industries on the planet, billions in revenue from millions of players, think Facebook, IMO, soon to be an Olympic sport, revenue circa $200bn and growing exponentially and GFIN have amazing contracts with Facebook, F1, Microsoft, Gears4War games, list is endless! Oh add to the plug they (and I) forecast them to be ebitda neutral next year! As for the SP completely bombed out! Delicious! Charles St have a massive stake way above current SP! It’s one where PIs can literally grab an advantage over the insti’s, if Charles st sell you sell their av must be now double the SP!

3. Finally crypto, imagine someone in Africa buying USD on their smartphone instantly without having to pay double currency transaction costs. It just happens instantly. That’s where crypto steps in apart from thousands (not an exaggeration) of other uses and the easiest access now without investing directly in crypto imo is ARB. The SP is absolutely decimated and yet it is throwing off cash galore! I mean it’s ridiculous! Look I am biased coz I have a big investment there and I just keep adding as the sp drops coz it doesn’t matter whatever metric you use it’s seriously undervalued like way more undervalued than SAVP and it’s one of those unique businesses like SAVP that if it chose to fold you would get much more back as a share holder, including warrants than the SP Cos the assets are worth much more.

Trek

Salivating now! This imo is gonna be good. They must really be on the math now, it only takes 5 mins to put lipstick on a pig! This is now way over due, I reckon coho is gonna be massive!

Trek

Sure don’t feel like main market. Looks like a blue finish today against the BTC trend, won’t be surprised if the MM gap this up cutting out middle buyers, stretches the spread and the difference is theirs. House always wins!

Trek

£1

Just looked in as to why the rise, makes sense with a read across...

US-UK trade deal soon
US-China trade tariffs look like being held, optimistic rhetoric.
UK-GE out the way, DTI support should be same , or better. (Not political just sentiment)
Could get a buy in soon

Well done to those that added in the 80’s, retrospectively I’m now glad I didn’t sell some ahead of results as one seldom then buys back in always waiting for a cheaper price. If only, if only, if only...

Time to take the dog to the pub and hopefully no one mentions politics, Brexit or the bloody SNP.

Trek, sat in the corner!

Hi Snaffleman,

There is an ALGO trade for 12437 at 14:50:16 for 21.20 and yours is the off book trade at 14:40:25 for 12473, note the old number plate reversal of the last two numbers, I suspect that’s the confusion.

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/trade-data.html?page=0&pageOffBook=0&fourWayKey=GB00BP41S218GBGBXAMSM&formName=frmRow&upToRow=-1

Ps. terrible news from Niger with the 71 soldiers killed. Imo the UN gotta be more proactive in the region to help before the dregs from Libya get to meaningful numbers.

https://www.bbc.co.uk/news/world

Trek

That’s it guys were off! Hold you hats, here come the buyers. 27p now by Jan 1st easily. Book has turned.

Trek

Watch the first part of interview, also a very interesting view on miners, “consolidation, gonna make a lot of money, BTC 5% of world currency” a nice lift for those like me underwater. Heck, I will be buying more once some other investments hit news.

https://www.finder.com.au/tim-draper-what-bitcoin-and-all-my-best-investments-have-in-common?utm_source=email_internal&utm_medium=newsletter&utm_campaign=s%253a%2Bgx%253a%2Bcryptocurrency%2B-%2Brecurring%2B%2528vbt%2529&utm_content=20191213&utm_term=1576227681913bba78d3f0077&futm_source=email_internal%7E1576227681913bba78d3f0077&bt_ee=1A8VlgGXh2CPmmmL9EPZiFrTuqEISdC6LARjdmJZHcg5YfG%2BW7IyQkS2%2Fx3w4cnY&bt_ts=1576227681917

Trek

£1

Well you’ll have a job getting a car loan for that! Those are great terms and a level of flexibility over three years which provides another level of financial certainty. Probably mean another penny off the SP for our nonsensical market!

Trek

Revenue: approximately $165 million
Year-end unrestricted cash: approximately $150 million

Lol!

Trek

Scottish wishes are now democratically clear. Indyref2 should clearly be on the agenda now. No idea what that does to Hur shares, NS will probably be a political football as no doubt there will have to be some sort of divorce payment for the division following Brexit precedent. Going to be another mess but at least there is a majority government to get through whatever will be quickly.

Hopefully a tax burden relief rally today

Trek.

It’s what happens if we have a strike, over on CERP, up 10% after a great RNS but on very low volume. I don’t hold cerp but I just observe that the market doesn’t reward risk like it did and any hint of failure is brutal. We really need good gas numbers and for that to hit the bottom line ASAP, as for the ongoing drill just don’t be dust but expect a modest 10% on good news.

Trek, tempered.

This is a growth company it’s SP needs to be looked at over years. One should average in over that period as they usually need to raise until self funding. Doesn’t feel good now but there are a list of fantastic achievements, collaborations, patents and delivered technologies for VRS. For unaudited accounts they are very well presented and it is my opinion that they will need cash but I don’t necessarily see it coming from the market...

“JBG have expressed an interest in taking a strategic investment stake in Versarien as part of any transaction. Legally binding contracts have yet to be signed and updates on progress will be made in due course.”

Expect a partnership with deep pockets from JBG. It may be dilutive but could be tied to SP performance to offer protection for holders. There are many options such is the sought after tech that VRS has and that impressive portfolio has value.

As for so downside I am hoping that 70p was the floor as it’s 30% retrace from £1, where we hovered, and over 100% from all time highs. I did consider selling some yesterday as we tend to dip following results and had I done so I would have bought today. Just didn’t get around to it as I have enough and have a long term view. I’ll look in again after next news and expect NR to protect his 15m odd shares.

Trek

Imo says more about AK than the appointment(s). He clearly prefers to stick with people he knows he can trust and possibly ‘control’ to deliver what he’s asks. Can be a good thing but can also be a missed opportunity. Fine with the ops guy but personally I would rather see the NED as someone from a little further a field who can compliment the demands. Still I may have it all wrong and given my investment success here wtfdik!

Trek

Park the market malaise, I think we are being held back today. I suspect Global are still selling. Imo this gives fleet of foot PI’s a great opportunity to add here, I would say that, but, I really don’t see this price staying much longer irrespective of the GE results. No declared shorts, may of course still be some, but the overwhelming commentary from the pundits and brokers is positive. Will just take that extra trade and we could move independent of news.

Trek

Easiest way to make money here is to wait for a spike, let it settle then go short. It’s just a long wait between spikes!

GL to all.

Trek

Don’t think it will make much difference, bit like taking a pss in a dark suit, you’ll get a warm feeling but no one will notice!

Look at Savp today amazing cpr and sp hardly moving really. Aim really struggling atm.

Trek

Thanks Zen, and that’s the point c$1bn of producing assets, cash and a production program and the market values us at a little over £200m! It’s a joke. The new way to invest on aim is take no risk and only buy after the cpr and you can pick your bargains. Imo little in today’s rise for the final 7 deal or our drill program for lth’s

Trek

18% reduction in production costs and the capex plan (which was my concern) has continued on track. Excellent numbers surprising to upside and much more to come which in terms of o&g is pretty low risk big upside stuff. If VR Global are still selling we may be held back but they could exit on this news which would also help us longer term.

Trek

"The market can remain irrational longer than you can remain solvent"

Afraid John Maynard Keynes seems to be the only one that has called this episode right!

Trek on solvent abuse!