Member Info for TrekMadone

Best news Monday will be no surprises. Then some relief. That’ll do for now. Trek, hoping for boredom!

Sp ticking up, been running some dummy sells. Good to see the large trades yesterday were buys. I wonder if we will get a RNS when TSX is open as opposed to 7am. I know the rest have been at 7am but just a thought. Trek, trying not to think too much!

Looks like we have a stake builder, someone happy to pick up larger round numbers now as carefully as possible. Makes sense as investors have had time to absorb results and what many peeps don’t realise is for a growth co often the most important aspect of results is no surprises. For a company that is so full of surprises and excitement I was glad that the results were ‘just so’ enabling one to focus on the guidance and not a mistake or cash call. Trek exciting boredom!

Just added 50k at .703. I have been selling to add here and every time it drops a reasonable amount below my average I’m gonna buy some as I see this as a £1 share in the not too distant future. Trek, numbers will talk!

And with a new broker Shore Capital, I bet they can’t wait to swagger out those buy recs! Trek ready for lift off!!! Look at that COS! There’s oil in them sands! Brill news! Beer Friday! It just gets better!

IJT, or another knowledgeable ops guy, re productive casing, is this set from the start of drilling or is it added after the drill is underway. So could they have been prepared for casing and then after x number of days when they may have had indications of oil bearing sands decided to lag the casing. This may, if possible, have been the intention and explain the longer drill lead time given but that said the RNS only refers to drilling operations being underway. The source of the casing is from a media interview with Gil. I guess it would not be included in an RNS as ‘drilling operations’ covers all eventualities. Trek from oil room 101.

Value always outs - eventually. We just need the numbers to come through. Interim trading statements would really help. I can’t see zero £ from all these deals, even if 50% are in a growth phase there has to be a massive rerate. Trek, bucket loads of virtue!

Waiting to buy but spread is awful, why should I give the snakes 6% for FA! This is meant to be the main market volumes haven’t been that dire ffs! Trek

I expect the SP to gap up soon. This will give the MM more profit if demand comes through. So basically they fabricate a spread so the shares sold on the way down to 70p can only be bought at say 78p so they could miss out a few pence in the middle in one go. Trek

Hi, anything over 72p from 08:00 to 10:09 when the order would have been filled was a buy. So that makes it a buy. As the float would be quite high off the back of recent profit taking I would suggest the stock was reasonably available to fill that buy. Trek.

Agree with your view, I think the guidance has to be ‘ramped’ a bit, a little clever window dressing using some data that they may have held back from the recent past. Volumes have been low so there may be a lot of risk money on the sidelines waiting for the results. Confidence is key, play it right and we could see 24p in a blink. Trek, loaded!

Hi, yes compelling interview, TM explaining that if they gets the sp to say 25p with newsflow how that will benefit imm under the agreement and no shareholder dilution. He explained the base lines and strike price. A conservative 200% upside and yet he is not invested. I just don’t get it. Why no skin in the game. I think a RNS saying TM has bought a grands worth would do more for the sp than the analyst notes! I am tempted to buy back in at this level but it gals me if the directors do not align with shareholders as co-investors. Trek, skint and skinless.

Nothing of note, diddly squat. I remember on IMM (a biotech) the day before a fated drugs trial RNS there were several £100k or more sells. I guess it’s easier to get away with insider selling than insider buying. Oops should I not have said that, well I’ll stand by the trades coz it hurt when the RNS landed the next day. I also remember XEL being ramped and then dumped and the mysterious news report disappeared from the web just before the collapse but some holders took screen shots. Trek where are you going? I guess what I am saying through several aim battle scars, albeit not always the case, no news tends to be good news. Perhaps we will get a RNS soon and the guys can have their phones back! Who knows, but it’s nice to have a tight ship and a more even field. Let’s hope it stays that way and the fantastic COS yields for all and the only volume is panic buying. Trek

Yes, one of the facts is many have bought ARB as a hedge for bitcoin. Hence the disconnect between revenue and MCAP and a tenuous relationship with BTC, which has not dropped 20% over night. Long ARB should look at this as an opportunity to increase holdings based on underlying income forecasts and market first mover advantage. Trek, rationale.

Agreed but we have days when opposite is true as we do not know what orders are being filled or the state of their floats. Looks like a good time to pick up a few more, be nice to see a rerun of last year’s highs which from memory were around Aug/Sep. Trek mixing research and straws.

Only a couple of weeks to wait. Opportunity to add a few imo as I think we may see a little relief rally on spud which incidentally hardly ever happens nowadays on aim, it seems to give very little until there is everything to give and then you get the lot in one go! Trek, aim scars.

For a head hunted CEO presentation skills, public speaking and the ability to absorb data are some of the reasons they get so much money, they are not off the shelf attributes. But our CEO is not one of those, this is his baby and he and his team have brought it to market. A time may come when they want to recruit mr or Mrs charisma but it's not now. This is all about delivery end of and the team have delivered. In a past life I was in awe of those who could hold a floor and humour an audience as I could not do so but I knew at the end of the day delivering was what really mattered and thankfully retired successfully at a young age. It's why you need a team. I have seen peeps do great presentations only to field ALL the questions to the support guys. It's the way it is, try asking an IT whiz to present something in plain English. In my experience few can but they will do a double shift in the blink to resolve any issues. As far as Trek is concerned the team have delivered and going forward there may be an opportunity for a Mr /Mrs Charisma while Mr T fields the questions from the engine room. Trek, get over it.

Article too long to post. Extract...

What the boss is saying

“The company believes it is making strong scientific and commercial progress across all its technology and product platforms,” said chief executive Stephen O’Hara, recently.

“With the manufacturing scale-up progressing for SweetBiotix and work on LPLDL certification as a product manufactured to pharmaceutical standard nearing completion (extending the opportunity into pharmaceutical sales), more products are entering the commercialisation phase.

“With current products winning awards for their science and product innovation and growing deal flow across international markets, the company is continuing to grow revenue streams across a broad deal pipeline.

“If most of these partners deliver on their forecasts, revenues will continue to grow in the months and years ahead.

“We are particularly pleased that, as the value of our brands increase internationally, we are seeing increased retail interest and a number of our larger corporate partners committing to product launches.



Blue sky

A couple of years ago, OptiBiotix spun out its skin division, SkinBioTherapeutics PLC (LON:SBTX) and listed it on AIM.

Going forward, the plan is to explore similar demergers with the other divisions.

“Part of the process is building up these divisions, creating a separate legal entity and putting those on the stock market,” said CEO O’Hara.

“We did that with SkinBioTherapeutics already, and what we’ll do is give our shareholders a dividend, or dividend in specie – we’ve always promised that we’ll do that.”

Trek

https://www.proactiveinvestors.co.uk/companies/news/223928/optibiotix-continuing-to-put-in-place-commercial-building-blocks-223928.html

This is the problem with illiquid stocks even on main market sd all vol and prices marked down. BTC still miles ahead of where we need it almost like a $180 oil price and BP sp gets marked lower! It’s good that the BoD see the importance of regular newsflow. Trek

Well that’s the big one. Note how the sp has been ramped up recently and then the placing is for ii’s. I sold out here having seen this coming, taken PI’s for a ride imo. The co should have followed private route to this stage and then ipo’d or sought a partner. Still I do see fantastic value here only when the dust settles. I just feel sorry for those that bought in the 20’s and have to time an open market to average down or endure a long wait and more dilution before they see blue. Still at least Gfin are still liquid I guess. Trek, warts in all!