Member Info for TrekMadone

There’s the bottom gone. I called the reaction correct just miss timed entry but a couple days. The outlook pretty much says we’ll be ok for the year despite the risk due to ezj excellent contingency planning, strong balance sheet and passenger throughput. Market relieved. Trek.

Back in now ahead of results. They’ll be shocking but ahead of the worse the market is expecting and guidance for revenue per seat after a bumper Easter should be good. I was in at 9.50 and out at 14. Back in just over 10 as I thought that would hold but ready to add if she dips below 9. Just hoping divi is held if so ezj is a great share to tuck away and forget as like other cyclicals you can get in and out quite easily and with airlines there is less of a lag than say for banks. So happy to hold, add, sell later or bottom drawer these. Trek trading ambivalence, DYOR.

Hi Scsiborg, I have reduced my holding here from 8 months equivalent ‘salary’ to two month’s. Fortunately my reductions resulted in a small profit but my gains elsewhere can comfortably carry two months salary. However, that is not the point as I am investing my pension with the aim of continued financial independence and having had a virtual zero return having placed substantial risk is not good enough. I gotta look myself in the eye and ask if I have really learnt lessons from the past, like rule 1 back the BoD before all the other rules. Or does the risk reward truly stack up when you look at ECO for example who are on the cusp of a significant proven hydrocarbon frontier play, with much less downside risk, and granted, less upside than Bpc, but one is comparing a potential 10 bagger to a Bpc 100 bagger at the extremes such is the attraction of FOMO, but to be a successful investor protecting capital is paramount even if it means missing out on the odd winners further downstream. Bpc is such a difficult call but your approach is right, just chuck in what you can easily afford to loose and if it come up brill if not nothing ventured. Reminds me of one of my very rare visits to a casino and I actually one with three single numbers coming up on roulette I walked out with about 50x my stake. That said I no longer gamble apart from Aim now. Good luck with your investments. Trek. 13, 00, 44.

Does one call it a day here? I have done well out of Bpc, I’m not a trader just been lucky. But as June is approaching it’s a question many will be asking themselves and of course vary according to the risk one has taken. For me the drip drip down hurts a little but is factored in within a portfolio. However, that said I really don’t want another XEL even though those losses are covered now, nor do I want cash sat here that I could add to for example ECO which imo is about to start a new run. So how long do we give it, don’t mention patience, i’ve been here 7 years and am approaching that point, June, when I said I would make a decision on my Bpc investment whilst there is a reasonable chunk to do other things with. The fact I am asking myself these questions usually means we are close to something happening, but I can’t just keep leaving money here when you can even get 2.30% with Atom Bank! So come on BoD, if I am think this now so must many others be. Sure I could sell half keep half but after such a long time I would rather we had an update of sorts. Even a managed pr slip, ooops, but you know what I mean. The silence is not just deafening it’s starting to sound of emptiness in which case I am moving closer to the fire escape. Trek on fruition frustration.

Itsyou, there is irony. I am a new investor in ECO. From 50p but buying for me heavily of late. Another enviro stock, biodegradable plastics, with very few shares in circulation is BIOM. I am invested at higher levels and have averaged down recently. They have revenue and look exceptional value atm. Very under radar but worth tucking a few away if you are able. DYOR, apologies to state the obvious for itsyou. Disruptive Trek on biodisclaimers.

What’s amazing is that trade wasn’t worked, broken down, to reduce the margin. It’s as if as long as it’s under a quid i’ll take them. Shows a lot of confidence in where they think we are heading. Should instil confidence to buyers at this level as well.

On the TSX-AIM disparity, I agree it’s not the b all. AIM is where the volume is but the market will correct or only allow some bandwidth. I see the same anomalies on NASDAQ, with big ADR rises and then a smidgen here for dual listed AIM stocks but rarely ridiculous extremes.

Trek.

Lots of 100 share buys again, going through now at 1.76 and 1.77. Occasionally one at 1.75 which makes no sense but decent volume and mostly indicative buying.

https://web.tmxmoney.com/quote.php?qm_symbol=EOG

Trek

1.75 on tsx and still going! Trek

Thoth2, O/T, check out OptiBiotix, OPTI. Another on the cusp of sales with over thirty deals around the world for patented science backed probiotics. Completely out of love with the market though coz Mr Market can’t gauge revenues. Yet. Trek.

Thank you for posting that itsyou. This is my second highest holding in my pension now, madness I know especially as it’s been so lonely here but since Patrick Soon Shiong bought in I have added expecting great things as they will be backed by Nant. Looking forward to another update on grafysorber soon. Some of the VRS guys don’t get this one as it’s a different graphene but as it’s carbon there are many types of graphene and each can do a different job in a different format and application. Trek. Ps just imagine an order from us military next. All things possible.

Looks to me she wants to challenge all time highs again soon. Every time it spikes up the mm drop the ask to deter buyers. Seems to be working that way this one since the selling has been absorbed. Peeps are expecting a big assault on £1 after the 25% rise in the blink of an eye. Could be wrong but then we have newsflow soon. Trek.

Good guess Trek just paid 93p for 1698. Been a pain getting funds together to add here but Treking there. Trek

Another great deal. Didn't think of this cultural assist though.... "The growing obesity crisis has opened up an opportunity in these markets for SlimBiome® where food supplements and functional holistic products are readily accepted" Trek, culture club

Price coming back off highs now, called sds law but early days and still building position here from a good average. Anyways had to rush as off out to enjoy sunshine. Trek

Just bought 3302 at 91.5, I noticed mm had marked up 7.5p pre market but went for it anyways. Trek, buying on rumour! Lol!

The paperwork is on his desk, the lobbyist is nagging. Gotta get on with the rest of the plan now and communicate what that is exactly. Seriously due to the lack of plan b I’m thinking of moving the lot to ECO. Trek, swallowing water.

Understand your tactic but GSK may open net of divi so when you sell you have to wait to get your cash back. Indeed I often add after a divi on my core stocks as often they trade at a discount to the divi. I then let it ride accumulating from both the divi as a scrip and a discounted top up. Trek on Mrs Treks pension.

Sds law the rise, I was hoping for a lower sp to pick up more in the OO, will now probably be fully subscribed. Worse still I didn’t buy more when I could have in the 15’s thinking 14 would be tested. Couldn’t make this lot up really. Be nice if the company increased the OO for the PI and pulled back elsewhere. Sure the SP will re-adjust a bit but another £400m wouldn’t be a lot in the scheme of things. Trek

Eco from the off.

https://www.malcysblog.com/2019/05/igtv-interview-small-cap-oil-stocks-on-the-move-malcys-oil-bucket-list/

Trek

Hi James, I understand what you are saying but time is the problem here. So much unrealised potential. I have been here for I think over 4 years now and am just under water at this level but to show the other extreme I have been invested in VRS for just over a year at an average of 13p and have (foolishly with hindsight) taken more than double my stake out and still hold a healthy position.

What keeps me invested here apart from SOH, patented science and global deals is the massive rerate potential that when it comes could be in the blink of an eye. It just takes one trading update RNS and you won’t be able to buy OPTI. Unfortunately for the last few years that update has always been tomorrow.

Going back to VRS a very similar business model, a market for a scientifically proven and patented ‘moat’. Lots of deals and yet no revenue of note but the SP is up around 7 times, was 10 times at one point. The numbers, BoD, process is very similar and yet the market rewards one and not the other. Yet. Trek, tomorrow is getting closer.