Member Info for TrekMadone

Danawinner, you have my absolute respect. I wish you well with your trades. I to am a honest poster but then my opinion doesn't matter. GBU x

Trek

GL, imo end of yesterday was the buy for TLW today is the sell. I note how just a few sells have hit TXP at 7% down. You could probably make a few shares here on the trade if you can get out of TLW. I see the rampers there are calling £1, probably getting ready to load their shorts. It sometimes has its advantage being in a stock like TXP that hardly anyone has heard of but volatility goes both ways.

Trek

Edgy, understatement! After a terrible couple of months with MATD, ECO, I3E, SAVP and now HUR I am seriously wondering what the point of all this risk is and the stocks that I have that announced good news do nothing.

One keeps saying that value will out but the old adage that the market can remain irrational longer than you can be solvent seems to be playing out. Surely the most pessimistic of valuations would have us at 18p after the last drill!

Come on PB and team let’s hit the big one!

Trek

Imo it doesn’t matter how they do it it will still be dilutive. I expect they may issue a number of shares at 2p to close any drill gap, say $3m. The shares will be placed in treasury and made available to in country investors or an ETF. The monies will then come to BPC and after a time period any non issued equity will be cancelled. I would expect news to drive the sp ahead of the issuance and BPC to announce a lock in period to prevent a massive dump. Can you imagine the scramble if BPC are say 2.8p and natives get to buy at 2p! So yes it will be dilutive but it will mean the project is funded and would be oversubscribed. They may then go to $5m to meet unprecedented demand. Now that would pss on the chips of the naysayers!

Treklogical.

Interesting read, take your pick $13k-$100k but the general consensus is long and up.

https://www.ii.co.uk/analysis-commentary/bitcoin-institutional-interest-and-price-forecasts-ii509912?utm_source=IBMW&utm_medium=email&utm_campaign=Afternoon_round_up_newsletter_091219&utm_content=&spMailingID=8057293&spUserID=MTQyNzM1ODMyODU2S0&spJobID=1411344736&spReportId=MTQxMTM0NDczNgS2

Trek

£1

Proactive- pretty much a cut and paste of RNS but nice pic of gas field.

https://www.proactiveinvestors.co.uk/companies/news/908709/directa-plus-awarded-us1mln-contract-for-gas-field-offshore-romania-908709.html

Trek

Well someone(s) one the other side of the trade as for a dusterish free carry its held up rather well!

Trek

Personally I think this technology should feature in E&P environmental contingency plans at some point in the future. This is why...

“The Company's proprietary Grafysorber® technology is a commercially-available graphene-based solution for treating water contaminated by hydrocarbons and is at least five times more effective than current technologies - adsorbing more than 100 times its own weight of oil-based pollutants. In addition, Grafysorber® is sustainably produced, non-flammable and reusable, with the adsorbed hydrocarbons recoverable.”

Trek

Previous position was 61,911,621 (6.21% from website, 26th Nov update) current position is 996,408,412 (Resulting situation on the date on which threshold was crossed or reached, from RNS 5.91%). The mind boggles!

It helps if they complete the previous position box.

Trek

Trek

£1

"I predicted $10,000 three years from when it hit $10,000 – and was even being interviewed at the time I did it – and we hit it on the number. And this $250,000... I am more confident of $250,000 by 2022 or the first quarter of 2023 than I am of the prediction of $8,500 on December 31."

Tim Draper

https://www.finder.com.au/tim-draper-bitcoin-ahead-of-schedule-to-hit-250000-may-be-as-early-as-2022?utm_source=email_internal&utm_medium=newsletter&utm_campaign=s%253a%2Bgx%253a%2Bcryptocurrency%2B-%2Brecurring%2B%2528vbt%2529&utm_content=20191206&utm_term=157562287785715504ee5a12d&futm_source=email_internal%7E157562287785715504ee5a12d&bt_ee=YvxHwm3bpx5xOlxY6g9pisHWmtz0KHgDeGo32QT9o3RU3xEkH6rMsXjJB8iNtlvG&bt_ts=1575622877861

Paid for part cash part issue of shares so depends on your view, dilutive but accretive over long term. Market just pricing in risk imo that will correct over time.

Trek

Almost right on queue, it was just a timely guess, honestly, but I read this “...pleased to announce it has been engaged to host the NBA 2K League European Invitational...” as GFIN have been asked to facilitate the tournament. Therefore NBA or sponsors are paying for it. The finance is not clear in the RNS, it seldom is but this should be cash positive for GFIN and accelerate EBITDA evens.

Trek

I thought I had a post removed but then figured it just didn't send from phone.

£1 soon! Lol!

Trek

Glad to see you now recognise breakeven. Plus whose to say gfin will go it alone or not ? Time will tell.

Trek

And again buying ARB could prove the lowest path of resistance to profitability for another miner. We need double figures here pdq!

Trek

£1

Hi Idiot, I said interims but meant trading statement.

Last year’s trading statement was Dec 4th, Finals Apr 17th, (May 8th ops update), trading statement June 3rd, (another July 2nd & 4th and Aug 3rd and 28th), sept 17th interims (ops updates sept 19, Oct 8th, 29th and 30th and Nov 11th) which takes us to Dec trading update again. Some of the updates are operational ones. Trading Statements should follow a financial calendar. I have looked on web page and they don’t have one listed other than for finals and in terms, but I assume as we had a trading statement last December we should get one this December. Monday would be nice.

I also wouldn’t be surprised to see ARB feature in some New Year tip sheets as it ticks most of the top investment criteria.

Management. Financed. Market moat/barriers/USP. Revenue/growth.

For those that may wish to look at another share I tip that checks all the boxes and has just raised cash to complete a highly accretive acquisition check out Directa Plus (DCTA). A US multi-billionaire has picked up 28% of the stock mostly at a higher SP and the stock price has hardly moved. When you look at their portfolio you really couldn’t make it up. They are trialling graphene in roads (amongst other things) and on extended trials including Milan airport runway as this stuff last 250% longer and you just recycle it! Still enough of them it just illustrates how the market can overlook companies, but one hopes not for ever!

Trek

£1

Indeed it will. It's how I arrived at £1 with a pe of 8. Our interims should be out in the next couple of weeks. Given the amount of business change it's not much point recalculating now. When we get the numbers one has to remember that our cash position will be much less due to spend on capex. The key number will be income not cash. We also get a tax benefit for capex. I'm not expecting an ebitda number yet but am expecting to be surprised significantly to the upside come our finals in April. Sorry for the traders here yes that's April 2020 equivalent to ten years for some! In the meantime it will be nice to tick up to 16p range as we are oh so vulnerable here. Why build a mining centre when you can just buy ARB! Sshh!

Trek

£1

Next week or week after. Sure its quiet here. TXP are under reported, possible doubling of revenue hardly featuring in price. Gotta wait for news I’m afraid.

No leaks here so nothing to short or long or ramp or deramp. Not like I3E, ECO, BLOC, UKOG, HUR, SXX, UJO etc, allegedly lol! I reckon we may come under investigation from the FCA on account that there is sd all to find. That’ll give AIM’s reputation the boost it needs!

Well done PB and team!

Trek

I just added 26192, will show in a few mins as a buy or sell doesn’t matter. It’s volume on the up = that counts and a change in sentiment. Also I note the high for BTC DEC 17, the low in Dec 18 and now as we are on the third Elliot Wave could this really motor to the next high in Dec 19? No idea but it’s fun to guess. I just dumped I3E with a 60% loss ouch! To buy here. Why coz, I see this more likely to multi-bag than some E&P co that now needs finance. Arb is so unique in that it is chucking off cash. If you wanna see what revenue does for a sp check out BOO graph. I was in at 27p and sold too early.

Take my post with a pinch guys coz I have too many arb’s now? Nah!

Trek

£1