Member Info for TrekMadone

COIN got their resolutions through the GM to issue 600m shares to buy BTC. It’s a response to ‘larger institutional interest’. It all revolves around excellent governance which sets COIN and SWC aside from the ‘treasury wannabes’.

https://www.lse.co.uk/rns/COIN.PL/coinsilium-group-limited-results-of-general-meeting-and-chairman8217s-statement-yeuzris2ih9zvev.html

My views on COIN have changed to even more positive and from here I see more upside than SWC so will be adding more. Time to slice is imo ahead of the recent highs.

Let’s see how it goes!

Usual caveats

Trek

Csn -RI 10 new shares for every 19 held. Priced at 176. So that offsets the drop to give an average mark to market of 252 if you bought prior to the announcement.

I have held them a while for income so my average will be lower.

Following the acquisition of the hsbc life pf they will be able to increase the divi by 6% and deliver further consistent increases in yield. These guys are divi kings. Like they always increase payouts!

The acquisition will push Csn into the ftse250. So that will blindside some trackers who now will have to buy em.

Will also make Csn big enough for another player to buy. A bid later wouldn’t surprise me.

AI is gonna improve the efficiency of these insurers significantly imo and the market just hasn’t clicked yet.

Anything with a phone and keyboard and data trawling can be done by AI. Customer feedback on AI trials over at DLG showed AI beat call centres significantly with 80% sat v 60% (from memory). Can also run 24hrs!

Huge savings opportunities ahead with likes of PHNX, LGEN etc..

I hope to add more Csn after the 23rd July x full rights. My current yield is near 10% and set to rise!

Usual caveats

Trek

This is one of the reasons why I back sepl. Demographics!

https://www.visualcapitalist.com/ranked-countries-with-the-most-children-in-2025/

Trek

Trades from April published!

Zero trades, single figure trades, AT trades. What a shake!

Then we get 2x£600k and 1x£1m indicative buys land after weeks forced price volatility on little volume.

All part of owning a relatively illiquid stock that is in demand!

Usual caveats

Trek

Hi duster,

I think I covered that at 08:42 post below.

There were loads of single figure trades and even zero trades on SEPL yesterday. It’s mostly price discovery or AT trading.

Usual caveats

Trek

Agree it’s just that some folk can’t bring themselves to pay more for a stock they just sold at a nice profit.

But that’s not the point. If the data changes then so should the investors viewpoint.

Usual caveats

Trek

Interims in august which will be 6 months to June. That will give the market a clearer picture of ops.

Usual caveats

Trek

Well some folk sold yesterday as they expected news and got spooked. Now today it’s like yikes why did I sell they could just be drilling deeper! Could be news next week!

Chill!

Trek

£1

Sold elsewhere to add here. Buying back the stock I sold at a lower price for a free carry…doh!

Still I’m over it. This has legs and the gm is a catalyst for a more aggressive strategy imo.

The time to sell imo is way ahead of this now as we’ve seen what the sp can do!

Trek

I sold EPP today at a loss.

I needed to add more coin following the BTC breakout. Nothing wrong with EPP but I figured waiting for the Gov’t to issue the licence which should have happened ages ago is obviously not a priority even with the rhetoric. When the licence comes that’s when I was going to sell and then buy back after the placing.

Meanwhile big GM at coin today re BTC purchases. one thing I learnt is sell the ones going down and buy the ones going up!

Can always buy back EPP later!

As I rarely sell income and the other minnows are doing well EPP was the one to go with a +20% loss! Will my coin buys recover that. I think so. And the excel looks better on the eye now! lol!

Trek

I don’t get the point of a post that takes up a whole page with numbers.

That’s really special!

Trek

86KB if that was the case then box 2 would have an x here “ An event changing the breakdown of voting rights”

Some are sales. Possibly part of the bod changes.. I havnt looked. Was just curious why so many TR1’s. GL

Trek

Hi Legal,

“ Trek - you should ask them to share their watsapp and telegram evidence…..”

I did and they refused saying it was confidential advice.

I also pointed out that the entity could be shorting the stock and that ii are now playing into their hands by restricting trading and by their actions giving credibility to rumours.

I asked if leading investors away from buying through layers of questioning based on rumours was actually financial advice given that they are execution only and not quiz and execute, or not execute.

I also pointed out the ramping that goes on bulletin boards etc but they ignored everything. Just apologised about my understandable frustrations understanding that I wanted to use limit orders to get the best trading prices as not always able to phone.

Been around in circles. Completely intransigent and all smoke and mirrors.

I also hold CSN that have just done a rights issue. All the blurb on ii say I can sell my rights. But when you try to, you can’t! Not that I want to sell them I just wanted to check the price.

You can’t even reply to their messages. There is a reply button but it don’t work. So every time you want to reply you have to start a new thread!

There are now so many instruments that they don’t trade in you can miss out. Like TAO, CYK, CLAI etc.

Ii used to be good but since that company abrdn or whatever they’re called have taken them over they have fallen way behind.

Imo they have now adopted some of the risk aversion culture from banks and insurers who have a terrible history and now do everything they can to make it not their fault. Signing a disclaimer isn’t enough!

Anyone that’s opened a Lloyds account recently and sat through the videos and disclaimers etc will know what I mean.

But this isn’t a bank account it’s a broker execution only service at the clients risk. But they have lost sight of that.

All my opinion and I advise to stay away.

It’s ok saying move your money but when you have your ISA’s there and the thought of them fking that up when moving is frightening!

I will open a new ISA account with IG with my next ISA and take it from there.

Usual caveats

Trek

Hi panman,

It all depends on what offtake deals are made. MDH has a deal with scout and they will take all.

HEX don’t have any yet.

But I did some searches and NASA were paying $1010/mcf. I forget who with but there were two suppliers.

Then the likes of Air Liquid and others didn’t announce their prices.

Outside of US at 40-45% of helium production were Algeria 20-25%, Qatar 15-20% and Russia 5-10% next was Canada with 2-5%. So the US market can take up the slack easily esp with the tech and space growth. That onshoring is what’s happening.

Atm the market is balanced but there is a lot of forward demand and likes of space x will pay for security of supply as we see with NASA.

If you run the questions by ChatGPT it actually gives some good answers.

Trek

There an unknown trade for 561 popped up. Later cancelled by some butterfingers!

Trek

Lol! Perhaps they are going to buy bitcoin!

GLA - hope it comes good.

Trek

WYN up 54% on google. Flat here! I think google has had a wobbly! lol!

Trek

Up 54% on google today! Flat here! lol!

Trek

….>>

https://www.ii.co.uk/security-hub/how-to-stay-safe#trading-scams

While we appreciate your frustrations, the measures taken by our Global Trading Team are completed in line with the Financial Conduct Authority’s (FCA) regulations and principles. Furthermore, we would not be prepared to comment on the risk appetite or decisions of other stockbroker services as the prerogative as to the investments offered by them, and the risk in which they assign, lies with their respective departments.

It is regrettable that you have felt inconvenienced by the measures taken but the decision to do so is to mitigate the potentially significant risk of all our Retail Customers in line with the FCA principles. As it is the sole discretion of interactive investor as to the instruments available to trade and their restrictions, I would be unable to uphold your complaint.

I do need to provide you with a final decision letter. This is determined by our regulator so that you are aware this is the final step within our process. Therefore, please note this is our final decision letter and my overall decision is to not uphold your complaint.“

So there you have it. This could as easily be a short play as a pump and dump and I don’t even use social media! What is the world coming to!

I will be opening an IG account having been with ii for probably over 20 years now!

Trek

So ii are not execution only!

Reply to complaint…

My understanding of your complaint is as follows:

• You are unhappy with restrictions placed upon Tiger Royalties (TIR)

My findings are based on my understanding of your complaint, so please do let me know if I have misunderstood any aspect.

You have raised a complaint due to the decision to restrict Tiger Royalties (TIR) to Phone Trading Only. To confirm, this investment has previously been classified as Sales Only on our platform and we continue to monitor the instrument. While we strive to offer a broad and diverse selection of investment options to our clients, it is, however, not always possible to provide access to every asset listed on the exchanges we support.

As part of our responsibility to maintain a secure and compliant trading environment, we conduct thorough due diligence on all instruments available on our platform. Occasionally, this results in certain restrictions, such as limiting an asset to Sales Only or Phone Only, which may arise due to regulatory requirements, compliance considerations, or operational factors. Given the dynamic nature of global markets, these restrictions may be reviewed and adjusted over time.

Please note that the decision on which financial instruments are available, and the extent of trading access permitted, is at the sole discretion of interactive investor. This is clearly outlined in our Terms of Service, which you can review here: https://www.ii.co.uk/legal-terms.

For your convenience, the relevant clause is copied below:

“2.2: We have sole discretion as to which financial instruments are available to trade on our platform from time to time.”

Due to the surrounding nature of the instrument, it has been restricted to Phone Dealing Only. Following the monitoring of increased trading activity and the patterns of purchase, enhanced due diligence has been applied to the instrument. This will mean that additional questions and safer trading link will be presented to you should you wish to increase your position. For your convenience, I have embedded them below:

• We have seen increased trading activity in certain stocks recently, the pattern of the trading concerns us due to potential pump and dump activity.

• We believe some customers are being instructed to trade by third parties using social media platforms such as WhatsApp & Telegram.

• We strongly recommend that customers perform due diligence on any third-party offering investment advice to them to ensure they are regulated and authorised to do so (e.g. check name of firms and individuals on the FCA register).