Member Info for TrekMadone

50% profit share and virtually no costs for OPTI. Another fantastic partnership deal from SOH where both sides of the B2B equation get to benefit. Trek, strawberry jam, organic of course.

Doesn’t make sense Trek is now fully loaded and SP gone north! Also no block selling today. Could we be heading through the pound now, about time. Been here for years and strongly believe this will be OPTIs years because the numbers are going to come through and Mr Market likes numbers and will reward accordingly. Trek

My sentiments exactly, I thought TFFT when I saw the holdings RNS but the SP has hardly moved off the back of a big buy during a low volume period. There are/were some weak hands out there but at least they are now 40m lighter. Also note the spread now going out perhaps the MM was still hung over lol! Trek

Now fully loaded here. A good time to buy imo when we have a seller holding price down and ahead of news and also below recent director buys. Nothing sinister in the selling just book balancing I suspect. Trek

Plastics are in the news and I note a recent director buy. But does seem very odd. Very illiquid stock though. Trek

Raining! Lol! My view is they have done sod all. Had they been working flat out then they would have asked for weeks extension not months as they would know how much more there was to do to get over the line. Tim is not bringing the picture together. He should be driving this project from the front. Apparently it’s a cold front. Trek

I don’t think they ever envisaged completion over Christmas. It’s too easy for these AIM Cos to kick the can. There should have been financial penalties tied in for delays to make them get their fingers out. Not been impressed at all with Tim thus far and he should stick his hand in his pocket to align with shareholders. The BoD here are poor but the product, the potential and the scientists are what keeps me invested. Trek HNYTUA.

Totally agree with salary cuts WOBWAT. IMO, this is still pretty binary. There is so much diatribe in the report but it comes down to cash burn v “I am confident that we will be able to announce the first acquisition of a marginal field, along with its development plan, in 2019” hence the meteoric potential but they really need to be done with all the DD and waffle and be into delivery by now. Nail a project early on and further finance will be straightforward. We can’t afford more delays. Trek, still a v good punt imo.

I wonder if this is giving us a lift. If it’s not not it soon could. Regulation has a massive impact on stocks.

https://www.bbc.co.uk/news/health-46636422

Trek

Pretty amazing stuff. SOH gets the top people again. More ducks lining up! Trek

At 50p amazing well done bod. Will defo help with liquidity here and provides working capital for sometime. Should be a good 2019 for directa, pretty apolitical and benefits for currency tailwinds. Exciting times ahead. Trek

Years, for scale but that’s not long for disruptive tech investments. Remember we are also many years ahead of others so much so that it’s cheaper to adopt our technology or buy us than do it yourself. Oh, and we’re funded. Pretty unique that and imo worth a lot more than the market attributes atm coz there just pricing revenues. Trek Biome get one free,

Poor PIs only hit if they sell. This is an opportunity to add here. Just look at how sought after we are against this global market, we have a global Co that is holding up. Now that the seller has revealed themselves with th TR1 we just need our ii buyer to give them a call and arrange an OTC deal at a mid price to suit. Trek, please bang their brokers heads together!

Results week was always going to be a risky one based on past experience, even more so against general global market backdrop (we are a global Co). Well done to NR and team for getting a steady news flow out to coincide with results. Really pleased that it seems to have propped us up especially for new investors as no one likes to see red no matter how bright our prospects, but even for those that may be underwater here I hope you can take confidence from the current news flow, technology and scaling up that is gathering at pace. Trek.

Hi Metamorphosis84, yes HS2 was at the forefront of my mind and as always such projects cost are way underestimated (itself another conversation) but for me the tipping point will be the recessionary pressures from Brexit. Which ever government resides it will be confronted with the stark reality that they have to spend their way out of this. Instead of printing trillions to buy back bonds, my view is we could see an infrastructure style QE. At least printing for capex should generate productivity improvements longer term and lead to increased tax revenues but unfortunately the same people (of whatever political persuasion) will be of the same ilk and competence of those budgeting HS2 in the ‘other conversation’ so yet another opportunity could be a miss or a ck up! Trek, sorry must go as was stuck in traffic on M5.

I do think the news for Gfrd is out there, the drops are sector wide and Brexit driven. Irrespective of politics it’s a mess, rates will probably have to rise to support the pound but we could see some Keynesian investment to kick start the economy which would benefit Gfrd through ppp. My view is contrarian and I am averaging in to here now. Trek clever fool!

Ex divi, if taking the scrip that’s a 6.9% increase in shares for the final divi. Not bad if your in for the long run. Trek

Surprised we are down today given that there a far more indicative buys than sells. But still it’s results week and from memory that historically has been a crp week for Vrs as some peeps look back and think that that’s akin to looking forward but then we get hit with newsflow thereafter. I’m sure Neil will have something to put us on the New Years tipsters bucket lists. Trek Déjà Vu

Nice find parob, indeed I mentioned the CE mark and Brexit in an earlier post. Even more important is the medical device registration. Think of it as an international passport for SlimBiome. Of course another factor not mentioned in the article is currency tailwinds. Under a deal or no deal scenario the pound will likely come under increasing pressure as the world doubts our ability to pay debt with a weaker economy and weaker tax revenues. This could mean importing inflation as Stirling weakness pumps up the price of our imports as we run a trade deficit. Contrary to what people believe will happen interest rates could actually rise to prop up the pound and not fall as expected to provide stimulus which will likely be plugged by more QE. This is why either outcome in the short term is not ideal. But what does all this macro have to do with Opti, well as we will more likely be generating income from abroad it’s worth more when exchanged back into Stirling. We also have exposure to US, Euroland and Far East providing an income diversity to help us through the inevitable post Brexit blues. We may then even get a further lift from improved trade deals post Brexit which could come nicely on time for the other product lines. Indeed Opti is a pretty unique and probably safer place to put your hard earned than many of the blue chips atm. We have growth and an eventual dividend stream to look forward to. These are my views, they are apolitical and just my investment case. Trek on macro.

Sometimes delayed trades can be reported days or weeks afterwards. Sp bolstered by traders anticipating another spike imo. They couldn't care less about IMMs investment case just the sp vix they see a lift and pile in. Trek waiting for news not games.