Member Info for TrekMadone

Yep, Trek well and truly disrupted!

Getting near 5p now. Sub 5p and I may be back for a foolish nibble. They will need more cash and at that price all the backers are well and truly locked in so there could be some sweeteners soon with another deal or hopefully some sort of partnering. All imo. Trek bitten but not shy.

Yes thanks, meant excluding acquisitions which is my point. Growth is coming from acquisitions which may prove difficult in the current climate hence a disconnect between sp and current guidance. Been on my watch list a while this one as once the politics settles that gap will close quickly. Trek waiting.

Lots of large sells today and sp goes up. Trek boggled

Don’t agree. I would say mixed at best. Revenue after acquisitions up only 4%. Aph need to be accretive to keep momentum. Gearing has improved as has FCF but it’s what they do with the change that will drive the SP. Been hit by Brexit woes pretty bad here as M&A could be more difficult depending on the deal that is struck and also interest rates are likely to rise. More of a relief rally imo. But defo this is one to watch and if the macro outlook improves could do well. Trek from the sidelines for now.

Yes looking forward to them. Would be amazing to get to £10m in revenue but I think we will be closer to 9. Be interesting to see if cash position increases from £2.5m, not aware of any big capex spends as yet but I expect open will be higher due to new deals. I think the market will like the financials but it’s the bioplastics ops news that could really ignite this....

“It was noted in the September 2018 Interim Results that two projects in particular were advancing encouragingly through the development phase and, if successful, could lead to substantial revenues in 2019 and 2020. These projects are both with new customers. One of them has now completed its technical development phase in the US and commercial production is expected to commence in 2019. The second project, being developed in continental Europe, has now moved to production testing in the US and work with the customer continues to support an aggressive launch timetable, with commercial revenues being anticipated in the first half of 2019. Further new customer relationships are underway within this division which should lead to exciting projects emerging in 2019.” Trek

Was hoping for news today but of course how can you update if you have done sd all. Trek, dripping like the SP.

Could do with some ops news get us going before finals in May. Not sure if the BoD know where the RNS button is! Trek

Well can’t believe this the SP is being sold and yet is holding up very well ‘under pressure’. Trek

That was a strong finish today. She really wants to break free. Trek don’t stop me now!

Even the spread is now in sht order. MM’s deterrent.

Deterrent.....making someone less likely to do something by making it difficult for them to do it or by making them realize that it will have bad results: Well I have learnt something today, deterrent has two R’s one for each shirt I have lost here. Trek bear chested, I wish!

News please. Now the placing is away can we get back to ops. Mr Market will reward a good ops update on a solid financial base. Come Directa time to take advantage of that and send us some RNS’s. Trek with finger out!

Agree in parts but there are other small Oiler’s that have done well, look at ECO, SOU, AEX etc. SP roller coaster but at least the BoD’s been delivering something other than a lower handicap! This lot are waiting for perfect to fall in their laps and it ain’t gonna happen. They need to broker a deal and their output and effort should be visible and reflective of their salaries. The only thing that keeps holders here is FOMO based on those glorious seismics not the management. Trek, and I should know better!

Last Yorkshire seed' holdings RNS was 5th Dec. They have been managing the SP with sells. They may be done soon or by end of quarter. I don't see them selling out completely more like book balancing for year end. They have a real winner here and can repeat exercise for years to come to offset loses elsewhere. Just look at spikes when they stop! This could rerate significantly when they do stop. An OTC deal may still come. Trek

Been on my watch list for ages this one. Was going to buy yesterday sub £3. Hey ho! GL to holders. Trek waiting for retrace.

GDP figures poor but not as bad as feared. News is out the way, hence a little relief across the sector imo. I have just sold some now. Made a profit plus the divi going to wait for the next bit of bad news. Macro is not good globally but I am still bullish on GFRD. Just taking a breath and seeing where the Brexit can lands but now imo is a great time to buy for long term. If divi stays it will only take around 5 years to get your money back. Trek.

Wow, not looked in here for ages, just gone blue in Mrs Treks portfolio and on volume as well which is great as it will make it difficult for brokers to range bound price now. Thanks Ivy for your posts they have been most insightful for us bio illiterates, well at least Mrs Trek gets this one I just bought them for her! Lol!. Trek, I thought bio was washing powder so should do well!

Your right hard to believe it was March 17, was thinking of Riley. Per has been delivering quite a bit of news and that for me is key as it shows the team can drive from within and are trusted by SOH. Good leadership. Trek

What a great addition to the team. Obviously been on the ball all over the hols. SOH has built a great management team here. That is essential to grow our multi million pound business. Trek, management is key.

What a chart, gonna blast through 700p soon! Trek, Booooom! Always wanted to say that on a stock now don’t make me look silly!