Member Info for TrekMadone

Still falling. This has so got cash call written all over it. Question is what price? Just how much lower do they go to help their mates and then does the sp bounce or sit at the call price. I would only go in half and keep plenty dry. Trek iSA decisions.

Still all about cash. Director buy helps but sp well below placing and horrible spread is not helping. IMO they gotta get a big ticket buy in to carry them through the next stage of growth. They cant expect to tap investors with lower placing prices than those already set. This is worth a punt but I need to see a better catalyst to buy back in and that is not just a relief rally in the sp if they complete the 12p placing. It will probably follow the usual spike and fall back below pattern. Trek, should have sold in 30s. Lesson learnt, I hope!

Pretty poor year end for fundis, IMO, selling winners after FAANGS took a hammering before the new tax year. Trek, balancing books.

Agree, I read it as regular data points but investors would be told afterwards. Trek, no news is good news, I think.

Its a shame. They have the tech, the innovation all the key attributes other than dealing with the wolves in the world of finance. It is so often over looked by Cos trying to grow. Get into bed with Nvidia or MS? Easier said than done but having again failed to raise cash at a higher level things are looking precarious now. A white knight could soon be needed if this call fails and then the terms will be dictated and GFIN will not be the same team. Its brutal. I so hope they pull this off. Not talking it down, facts as I see it and I am waiting to get back in. Its not the price that is key for Trek its the what happens next that is needed to generate investor confidence. Trek, as I see it and I love the tech.

It is a worry that they are not super confident about the placing this time. I think they will pull it off but there will be more to come. I sold out at 19.10p with a 20% loss. I do like the model. This is AIM a place where fledgling Cos raise money. GFIN has a high cash burn but it will turn and IMO will eventually become a blockbuster media co. I made the mistake of getting in too early. Nothing wrong with the story its just the nature of the beast. Management need to find a sugar daddy and give up a little to grow. That will underpin the SP. All imo. Trek will buy in later but as always timing is everything and I was ahead of myself, again!

Safran good call but I think its bigger. BAe? Trek, speculating and accumulating.

STP The Regulatory News Service is supposed to be used for information that is price sensitive. This is not strictly true. Operational updates, notice of shareholders meetings, commencement of ops which may not be price sensitive I.e. rig mobilisation etc are examples of what is permitted. Hope that helps. My worry today has been Nestles new choc bar using their own sugar reduction technology. The Opti ops update has come at a good time. https://www.bloomberg.com/news/articles/2018-03-26/nestle-to-bring-sugar-reduction-technology-to-u-k-s-milkybar Trek, sweet enough.

Someone is dumping these. I think its more to do with year end sillies than fundis. Trek been sniffing around for a while now and have only avoided HZD out of the belief that there are better buys elsewhere. I think this is oversold now even if they need to raise a few bob more, sub �1.50 is a steel IMO. Dont read too much into the director buys, look at Carpetright recently, director bought then a profit warning followed! Sometimes they only have a certain window to buy. Dont discount it either but DYOR. Trek, my year end silly - selling VOD and buying HZD. GLA

I would be interested in one of the experienced oilies views on this mornings RNS from directs plus, DCTA. �Grafysorber� is a 2D material in a 3D structure, made by graphene sheets, which acts as a sponge to capture the hydrocarbons in contaminated water. Its unique oil adsorption capacity has been substantiated through extensive testing and commercial trials over the last three years in Italy, Romania and Nigeria. The data collected have demonstrated Grafysorber� to be at least five times more effective than the technologies presently used for water decontamination, adsorbing more than 100 times its own weight of oily pollutant. The absorbed oil can be easily recovered to be recycled or disposed of separately.� I think the market for this is huge. Trek, any comments? Thanks

Route to commercialisation looks secure. Just about every oil co will imo soon have this technology. It is cheap environmentally friendly and portable. Amazed the B.B. is so quiet. Really looking forward to finals here as so much has improved over the last year apart from the sp which stays well below director buy levels. Trek, a steal at 50p imo.

Spuded! Trek clever iPad!

So we still havnt sudden! Trek lol!

Mused by Trek awhile back. Well done GFIN. Just need financials now to update cash. Imo its the fear of another call that is holding us back not ops. Trek more sponsors next.

Just finished flipping TLW into a SAVP. Nothing wrong with TLW, great co and future looks bright. I just think SAVP has more upside to offer. Only so much money to go around. Trek, see TLW up SAVP down lol

Hi pss01. Havent looked yet but in the past some have been private Cos so quite guarded. Trek. Not sure sales is the issue we need an add with Beyonc� roller skating through Hollywood munching on a Nutri Bite doing an Opti rap! Lol,

Yes I am miffed at the SP as well but am trusting in my research. Cash is not a problem for now. This is a slow burn. We need to see the finals and any guidance the keep watching the trading updates. There will be a tipping point when revenue will (hopefully) mean that OPTI are delivering a profit. That is what floats my boat; skinbio is a sideshow by comparison imo. So much for my research I only just worked out who TW is! Lol. I found OPTI over 2 years ago from another source. Obviously wish I had waited or was much earlier. Trek, sounds like Alice in wonderland!

It would be helpful if the bod communicated this Q1 spudding to the market, don't you think? ......... Thought they had. Not sure I subscribe to the PI pandering that some execs get up to. Very few get it right IMO. Looking at the ii holding here AK has done what counts. E&P got too much bad press about lifestyle execs that over promise and dont deliver. Stay away from the wrong pr and let the RNS talk, too many tweets make a tw*t and all that! Trek, Malcy corporate tourist! Lol!

Up today and more sells than buys. A buyer in the background imo. Trek. Likes this one x

Divi safer, rights explained. Prompting FTSE100 listing. If you are investing long term in stocks then PHNX would have a small place in many a fundi portfolio. Trek