Member Info for TrekMadone

Today

“ Goldman Sachs raises Phoenix Group price target to 593 (542) pence - 'sell'”

But that’s not the reason for the dip imo.

Rachel from accounts was factoring in 5bn savings from benefits reforms. Now after the concessions it looks like an extra 300m is needed!

So bonds suffer and insurers with it.

From one bunch of clowns to the next!

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Trek

Longer we await news from PB the lower the sp will likely go and the higher the discounted placing if his hand is forced. Genius!

Trek

Excellent timing borrowed well done!

Trek

I get it’s a trade borrowed but for that sector check out SNX… massive growth. Uses AI facial recognition for govt’s (rail stations, sports events etc) and casino’s. Much in Asia so been suffering the DT’s!

Results soon.

Been on my watchlist for ages just not had cash to buy as I am chasing high yield or trading minnows. Don’t know what the liquidity is like.

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Trek

bottom of dt

https://www.bbc.co.uk/news/articles/c23ggjrl379o

4 in 10 babies in uk born to family with non uk parents. in some local authorities it’s 80%….oh and the numbers are rising!

i suspect it will go up even more with the benefits fiasco and removing of the 2 child benefit cap will likely accelerate it.

reeves put in 5bn of savings from the benefits reform. it’s now going to cost taxpayers an extra 300m according to some reports, but the figures are still in the making!

unemployment is up as employers are shying away from recruitment due to labour reforms and ni rises. hnw and non dom are redomiciling elsewhere to avoid higher taxes.

the net result is tax revenues will fall against rising expenditure. so reeves will be looking to raise more taxes!

what a sht show this country is from one govt to the next.

and there is no excuse. just look at norway one of the happiest countries in the world that also had the windfall from the ukcs!

and now you gotta ask who will defend these shores! well nobody is!

that 48% must be the tip as so many just disappear into the black economy that also don’t pay tax!

and no i am not a ****** my wife’s side is british indian, hard working in health and education and and pay their taxes and they agree!

my own views

trek

Https://www.visualcapitalist.com/charted-productivity-gains-from-using-ai/

Can’t lay bricks, care for people, run cables, stock shops etc at least not yet!

With the horrendous demographics in the west AI may be arriving just in time!

Let’s hope our education system gears towards future needs. Not everyone will be able to steer AI to design complex digital ecosystems and roles like banking and law will be transformed!

Trek

EARN…. Another holding RNS…. Gonna rip through 7p placing price soon imo. Directors paid more than today’s sp.

No idea why the price is so low after two big TR1’s… very odd!

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Trek

EPP Tro I added more yesterday nd today. Still red but plan was always to average in.

Govt news soon and should go to double figs. I will sell then if it plays out as they will imo need cash soon. Then rebuy later.

Just a small pot there tho.

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Trek

I don’t use Twitter as imo too many tweets make a twt….!! Donald & Elon!

But I emailed ii as am really psd off as I can’t always get to a phone and already hold stock so why can I just buy more. Stupidity!

Trek

IMO This is an unbelievable deal! Even if rates were lower…

“ The interest-only Facility has a maturity of three years, with two further one-year extension options at the lenders' discretion. The Facility is priced at a margin of 1.5% above SONIA and the joint venture intends to hedge the drawn amount for the three-year initial term of the Facility.”

Trek

And hardly any volume traded. Not sure what the market expects!

10m Oz’s and growing investors options at 6.2p. Just raised cash…what more does it take…

It’ll come!

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Trek

I said to expect 2 & 3p rise days ahead.

Especially now our new investors look keen to hold. Oberon look like they are happy as no TR1’s.

The earlier drift was likely folk trading and derisking on a double.

The changing of the guard could be well behind us so new money will push it up.

Remember the MM will have to price the stock to attract holders to sell which will be higher now that the consensus seems to be one of buy and hold.

Should be easy to figure the price out…

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Trek

£1

300p on the bid.

That marks a push through the flat point going back to 2020!

This could move up from here now on a new run forming another step up on the staircase!

The chart is a thing of beauty!

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Trek

I am not ramping this. Just gonna hold now for the dividends! Lol!

Trek

£1

15.4 to buy on ii atm and 14.85 to sell.

Bottom looks in for those with a bottomless pit of funds!

Trek

May get a bounce as someone is clearly happy to grab stock under 15p atm

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Trek

But can’t buy TAI, VULt, CYK, CLAI or bank on ii!

Pretty useless!

Trek

Selling at 14’s now wtf! Ouch!

Trek

Like I intimate it’s a guess. Just like the other possibilities

Who would hand over more to this outfit without a substantial discount or do you think 20p will now be paid.

A takeover is my preferred option for the stock I have left. And likewise that is speculation.

Good news is can still sell stock here which indicates someone is willing to collect.

I was expecting NT to sell so happy to hold the rest for now.

Trek

Miles has his data wrong.

Of the 20 TAO 41% goes to the miners, 41% to the validators and 18% to TIR of which 20% go to TAO for operations.

Usual caveats

Trek