Member Info for TrekMadone

Couldn’t make this up I have a buy sat at 70p and it obviously hasn’t been filled and then after a pretty much nailed on red day we finish blue. I get the feeling that was the opportunity today to hit the bottom, it’s north now. One has to be disciplined with these things though. I have been averaging up at ARB today and selling some other stuff to free up cash. I think I may just buy tomorrow before going away. Let’s see where it opens. Trek, timing is everything!

Just looked at monthly volume on LSE and April/May by far highest. Looking in here we seem to be more often than not indicative buys ahead of sells or at worse 50/50. No wonder mm are holding price down. Imo this is just going to leap in one day so make sure you’re fully loaded for when it corrects. Trek buying the dip.

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/trade-data.html?fourWayKey=CA27887W1005GBGBXASQ1

Well the ones I have sold have gone down more and ARB looks to be breaking out. Trek, through a mouth full of bullets!

I sold lots of my AIM underperforming sticks today and a couple away from news and have added here. I see this going to 11.6 fairly quickly which give me a chance to make up from some loses elsewhere and that aside it actually feels good looking at a portfolio full of blue now! Trek, printing money!

"TrekMadone - What makes you think that just curious? "

Been here a long time and the summer months tend to be flat. You're right though any sniff and 2's will go but ATM it's an opportunity to sell and increase/lower average at 1.2 imo. Just keep some in case. Trader Trek

TLW due to release a trading statement on Wednesday. Guyana update then I reckon. Thereafter I’m off for a couple of weeks and probably won’t even bother to look in. Wonder if my buys get filled or if I am back in the blue when I return. Who knows. Both hopefully! Trek.

The other explanations are divi shares via scrip and UT trades where the balance was incomplete at the uncrossing. Neither of which incidentally apply here. Trek

Trading statement should be interesting as they already guided the decline in fibre furnace/rf revenue. Probably overstated it so we could get a lift on the number but not on outlook. Remember though the revenues are more than enough to cover all the R&D and marketing etc for plastics, so I look at it as it this is free. Bit like drilling for oil without a rig cost coz it’s been discounted. Trek, blue at last!

8.5m cash, burning at a little over 2m per year. Would like to see burn increase if it generates sales. Finances are exceptional, I like how they amortise hardware after a useful period. There are risks though, the soak testing is not a given and there is contract lag as is the norm in this industry. I am not sure 2H20 will be the year, I think it could drag into middle of 2021. To be fair the co have been upfront with their guidance and 2020 is the best guesstimate for tier 1 virtualisation growth benefits. These things do take time and there are always competitors emerging. There is also the issue of trade wars at the moment, huh I here you say but this is a sector ripe for tariffs albeit not being a US co has an advantage here. The SP has imo pulled back from a usual trading spike but also as the market tries to factor in the risks and sp v revenue sweetspot. Imo buy but not in a hurry, one to drip into and hold. Trek. No ramp no deramp just my humble.

Sold more on the basis of the SP trend, reckon it’s gonna keep drifting through the summer. Will start buying again at 1.2. Reading to grandchildren, how wonderful. Trek, Epic Mickey, a Disney classic!

SP Not bothered unless I see directors unloading. Looking forward to more deals and revenues materialising in H2. Trek bored with the board not the BoD.

Well indicative buys continue ahead of sells and a bit of blue today. 72p could be a support. Just amused at the sp behaviour. I have placed buy orders which have not yet been filled and I suspect others have as well. Hopefully that'll put some frighteners up the MM. If they get filled I'll sell the bounce and repeat and if they don't all well and good. We got newsflow on our side. So MM come and have a go if you think your hard enough! Lol! Trek solvant and probably irrational!

I think the 8.4m shares won’t take much to absorb at this price with vols over 2m per day. Then it’s the 17.8m dependent on a prospectus. It hasn’t to my interpretation stated it will defo go ahead. Check the RNS see if you concur. I think although a date has been purported Lind Ned to make their minds up....

Therefore, Rainbow has agreed with Lind to allot a total of 8,446,360 shares immediately and the balance of 17,843,891 Ordinary Shares pending publication of a prospectus, which Rainbow expects it will publish in July 2019. Lind has reserved the right to revoke its exercise notice in relation to the allotment and issue of the additional 17,843,891 Ordinary Shares.

Cuts both ways this low sp = low 8.4m sale price albeit up on their stake but then = low prospectus price, could be a 3p. Unlikely as hardly any profit in that price so poss 4p or stick for a takeout at a much higher price. Be interesting to see what Lind decide. Trek, prospectively!

Been watching this since £5.90, expecting a retrace to sub £6 for ages now. Been totally wrong congrats to all holders on a lonely board proving the rest of us wrong. I'm in DCTA, similar experience. Nice feeling guys well done! Trek

Been watching this since £5.90, expecting a retrace to sub £6 for ages now. Been totally wrong congrats to all holders on a lonely board proving the rest of us wrong. I'm in DCTA, similar experience. Nice feeling guys well done! Trek

Some whoppers yesterday, 7m odd in sells in large transactions and sp holds up well. Mm will probably move it up now to attract buyers and nail their percentage. Trek

Mmmm I am aware of holders that have deceased since being invested here. After 7-8 years the only beneficiaries have been the lifestyle executives. I think anyone with a sum invested here that is so significant that it could result in purchasing of a sailing boat either do not need the money which is fine or it would have been better off in a boring divi paying blue chip. This is a punt share for most. Trek, if we live long enough!

At what point do they intend to flip some revenue into dividends. Atm understandably its all working capital/capex but they must have a long term objective. Trek. Thanks

Thanks itsyou, that is some serious investment here by any standards. I am in for 18months wages equivalent. Which is a heck of a lot for me on an AIM share. Need this one and or ECO to do the big one. Pretty confident about both. Good luck with your investments. Ps drop Pat an email and see if he wants to trade off book like he did with the early investors. Lol! Trek

Im thinking of selling some stock and adding here. It just feels like the sp is going to make a big step up soon. I note the two single share sells today, I don’t subscribe to the code especially as we have just had news but not seen it here before. I do think we are ready to pop and get back to the listing price of £1.50 soon. Trek