Member Info for TrekMadone

Mmm think PB has made it clear that the capital program will be iced without funding and the loan is dependent on 18m….

“ Under the terms of the Loan Agreement, in addition to the amount that has settled to date pursuant to the Placement,Touchstone is required to raise not less than approximately US$18 million in equity proceeds on or before December 31, 2025, or such later date as may be agreed with the lender.". Following the completion of drilling the Cascadura-5 well, the Company will defer further activity under its 2025 capital program. Considering whether the outstanding Placement funds are ultimately received, Touchstone will evaluate financing options in the near term to satisfy the requirements of the Loan Agreement in relation to the raising of equity capital, and to be able to resume its 2025 capital program.”

Not bad from a placement that a couple of months before he said we didn’t need…

8th May RNS….

“ Rather than finance the 2025 capital budget as previously announced through an expansion of its debt facilities, the Company intends to finance its 2025 capital budget by way of the Private Placement…”

So now everything is hinging on raising funds…

12m raise at probably 10p next… what a sht show and yes PB is accountable imo else what’s the point!

Still shareholder purchase RNS soon if we aint suspended pending funding! Ffs what a mess!

Usual caveats

Trek

I think a takeover now. PB is on the ropes. Only other ways out is huge dilution or firesale.

I just got a few left now for a takeover to hopefully make up for the loss, but am fortunate to be way here up overall.

But not happy having tipped this to a family member at 31p! Thankfully they split it across my three recs with IES at 9p and HEX at 11p so up overall!

Eggs and baskets eh!

Anyways be intriguing to see how this pans out now.

Luck to all

Trek

Massive holding RNS at EARN.. I bought more just before it lol!

Txp … what a sht show. I have never seen it before where an ABB has literally failed! All these rules and fees count for sht if people can just lie and get away with it and the bod is culpable by covering it up! Terrible! I wouldn’t be surprised to see a bid for them now as the sp is on its backside and they need 10m by year end.

Tir market spooked by the finals and cash position. But thats behind them. A raise isn’t out of the question but they are making lots of cash now each month. They can also sell some of the natural resources stocks some of which have done well.

CTPE I bought first time there today. It’s a boring income play. But 30% nav discount in PE space is unusual. They have hundreds of positions across uk, eu and us. That sort of pf is not usually available to PI’s and PE is due a bounce as rates come down. The sector has lagged the recovery in IT’s.

SEIT I knew it would come good! Now well up there and getting 14% yield! Bonkers! All my other IT’s are well up now as well and yielding double figures. Some have increased dividends going back over 10 years! Crazy market London is but thanks anyway!

Pxc …. One to watch for gambling money only. Finance soon and if so it will more than bag imo! Will more than make up for Txp!

Hex +100% up now on a near free carry! Not gonna ramp though. Just sitting now for the divi! £1! lol!

Coin bouncing. I called 22p as the bottom from 80p. Not far out. I’d buy now ahead of the GMET

Mdh nice shinny new website! RTO September now though.

LEX and SVML are my two other moonshots that are seriously investible. Both raised recently. LEX doing it slowly and deliberately with 10m Oz of gold! Bonkers sp! Will move h2 imo. The SVML doing its dfs. That one has a tier 1 rutile deposit. Will be the biggest in the world. Needed for aerospace/rec/industry etc and it’s not in China. If not Rio with its 17% holding someone else will grab em. Glen would fit!

Mrs Treks pf is now the highest ever! Thanks Donald!

Usual caveats

Trek

Good article from IC.

I bought here today having stumbled on this one by chance. I was looking for quarterly income on the Jan/apr/jul/oct cycle for my pension. There aren’t that many with increasing divi history, nav discount and a good chart.

Stumbled here and bought a few after DYOR and will be slowly doing

Trek

Should be a trading update soon.

Made a few bob from the festival and hopefully some news on the BB.

I dripped a bit more in here today to get my average under 50p

Trek

Well worth checking out the new website!

Excellent!

Trek

I just happened to top up 35k shares before that RNS…that makes a change!

Trek

55bn QC investment.

I since read within an article which I cannot find. That the USA was at 100bn invested in QC.

But the big one is data centres.. from Leo AI…

“ The United States has seen significant investment in data centers, with the market size valued at USD 208.38 billion in 2024 and expected to reach USD 308.83 billion by 2030, growing at a CAGR of 6.78% during the forecast period. In 2024, over $22 billion was invested in data centers, with the United States and Europe attracting the highest levels of investment. Additionally, there have been major investment announcements, including a $20 billion foreign investment pledged by Emirati billionaire Hussain Sajwani to build new data centers in the U.S.. The U.S. government's $500 billion Stargate joint venture also aims to bolster AI infrastructure, which includes data centers.”

Then theirs the space race!….

“ Global government investment in space exploration, including the U.S., has seen significant growth, with total government space expenditures reaching $117 billion in 2023, a 15% increase compared to the previous year...’

And those numbers are an understatement imo….

It all adds up to….

Usual caveats

Trek

£1

14.8 now to sell on ii.

Trek

Can sell on ii but have to ring them to buy as there ‘is a problem’. It’s not just TIR.

Fking useless!

Trek

And can’t buy on ii!

Trek

16.5 to buy, can’t sell a bean!

Oh sorry sirmark didn’t mean to steel the limelight

What a sht show!

Trek

Hi kat’,

You got it!

It’s my mantra that is it’s up to us with ‘battle scars’ fighting against the loaded opposition to help each other within these BB’s!

It’s just so unfortunate that others have infected this space!

And I mean ramping and deramping! I would rather see opinion or facts portrayed as such simple as. Esp a contrarian view!

But as you intimate never underestimate why and how powerful these spaces are!

Just use these boards as another data input for what it is not your primary!

Usual caveats

Trek

Hi D00gs,

In the interest of helping out as that is whatI I think BB’s are about; but most of this you can validate with your own DYOR. And you must!!!!

This BB is not a place to trust anyone! There are only a few that will say it as it is, or at least how they see it!

Many others are oftentimes piggy backing on the wrong tipsters back! Sometimes it pays off other times it doesn’t - so validate everything!

Your questions….

1. When did TIR change its name from Tiger Resourcrs to Tiger Royalties &Inveestment?….

# See RNS name change… 26/6/18

2. Please confirm number of shares in issue and Mkt Cap?

# You have to go back to the 26/02/25 holdings RNS and work back from 2.933% to get the latest number until a TVR, blocklisting (unlikely) or another event manifests!

ATM It’s around 15.4 GBP mcap

3. The reason for these questions is that I have come across conflicting figures.

Correct!!!

4. Does TIR actually have Premier Milton and Zeus as its main shareholders?

Yes see here….

https://www.tigerinvests.com/major-shareholders

5. Is TIR still investing in Jubilee Metals?

Yes

https://www.tigerinvests.com/portfolio

6. I see Colin Bird involved and ever since the diabolical Leni Oil & Gas days I’ve been slightly sceptical of any thing he’s involved in.

And your point is…….very valid!!

So now you get my point around DYOR! But sometimes things change!

Before investing you should make yourself familiar with this document as part of your ‘trading strategy.’.

https://s3.us-east-1.amazonaws.com/files.tigerinvests.com/pr20241220a.pdf

Q. Ok so now the crux of your post is you are reaching out to ask ‘if I invest in TIR will I make shed loads?’

A. Depending on your investment horizon I think you will triple your money in a year. Prob do more x that! But I strongly caveat that against regulations. There are so many leftfield events that can derail this venture. But on a linear path even if my previous post has the math way out (which I suspect) yes this is a potential winner.

I have a good chunk in here but it’s only 20% of HEX if that helps you understand my thinking!!

Usual caveats

Trek

Usual caveats

Trek

Stats and damn stats!

You can see price here which is one of many internet pages that have coin prices listed!

https://www.coingecko.com/en/coins/bittensor

Atm from RNS 18/6/25 we know it’s….. “ The Tiger Subnet was purchased on 15th of May and in one month of operation the Tiger Subnet is currently producing over six TAO, Bittensor's native cryptocurrency, which is over $2,300 USD, per day in subnet revenue, equating to a monthly run rate for the subnet of almost $70,000 USD.“

But because the TAO price is so volatile it even varies on different coin stat platforms, you can only estimate the annual revenues!

So let’s just use the RNS data. Monthly revenues of $70,000 usd.

We get 80% of that and TAO.Alpha take 20%

So 80/100*70000 ‎ = 56,000 USD pm

So for 12 months that 12x56000 ‎ = 672,000 USD pa net to TIR at a rate of 6 TAO per month ‘native’ which means exclusively to TIR.

A caveat. You have to check that I have this right. The miners get 41% the validators get 41% and the owners get 18% of what is emitted. So our percentage is 80% of the 18% attributed to the owners. If that’s wrong that’s my ignorance so I apologise in advance.

So now the owner is according to the live TAO stats producing 3.73 TAO/day. Not per month as per the RNS referenced above

https://taostats.io/subnets/107/statistics

Another caveat. Is that TAO stat box right. According the supporting docs it is. But that’s me cheating using AI! Another caveat!

So 3.73 x 365 / 12 ‎ = 113.454 TAO per month!

At 80% net. Is 80/100 x 113.454 ‎ = 90.763TAO pm to TIR.

Per year that’s 90.763 x 12 ‎ = 1,089.156 TAO

Let’s check 6 TAO pm x 12 ‎ = 72 pa

80% attributable to TIR is 80/100 * 72 ‎ = 57.6 TAO pa.

We have increased our TAO pa by 1089.156/57.6 x100 ‎ = 1,890.896%

In terms of revenue that’s 1890.896 x 672000 ‎ = 1,270,682,112 USD pa!

So obviously that is not realistic. It clearly shows that the stats on the TAO site don’t necessarily align with the real world RNS!

So for all the calculations IMO it’s best wait for the next RNS but if the above is correct - “blow the fking doors off!” lol!

But, but, but whatever my misinterpretations you gotta remember….

TAO output is increasing as TAOs subnets get more AI customers and now have 2 subnets

We are also aiming for top 10.

These are the top 3.

https://www.altcoinbuzz.io/cryptocurrency-news/tao-subnets-are-evolving-heres-top-3/

So chutes is banging out 167 TAO per DAY! Oh suddenly my numbers don’t look so silly! lol!

https://taostats.io/subnets/64/chart

Anyways let the experts correct me!

But whatever the math this looks a pretty good risk reward play.

Beer money as always!

Usual caveats

Trek

Hi BOTAK,

‘Income stocks’

Thats where I mostly invest. I try to trade to build income. Have for many years and bought IT’s this last year with NAV discounts of 40-60% yielding double digit well covered yields! Those discounts have been closing as rates come down and many are now +20% up!

I am now picking up discounted debt funds with high yield. Some have decades of increasing divi history!

That’s what pays the pension more so than ‘moonshots’. But you need a few of those to flip into income to super charge it and COIN looks to be one that fits the bill!

GL

Trek

You can also make more TAO off staking.

TAO tokens are also tradeable

Usual caveats

Trek

Sorry 11th July!….

“ Given the recent fundraising undertaken by the Company, the Board believes it is prudent to seek and ensure that the Company has sufficient authorities to issue shares in the event that a decision is taken to seek further funding.”

Trek

Hi Botak,

“ Do you think a x 5 bagger on that 20p target is achievable short term trek .”

It all depends on…

1. The GM on 11th June which is key. And whilst it’s also knocked the SP it’s admirable of COIN to get shareholder backing against AoA.

2. Then it’s the appetite for raising cash to kickstart the ‘flywheel’ again. But others have managed e.g CLAI, AMOI and they are nowhere near the same league in terms of experience in the crypto space. That includes security and regulations. I have mentioned before. It will just take one hack or one rogue director to redistribute funds and sentiment can be hit!

3. Then there is the BTC price and the mNAV multiple.

So those are a few factors but in terms of speed. Sorry but I honestly don’t see 100p short term. I mean short term as 6 months. The reason is that some PI’s have been unfortunately burnt here because of the pump and dump. Institutions that have raised cash and likely flipped, hedged, shorted or whatever to offset their risk following the placings.

PI’s could have and with hindsight should have done the same. Look I am not being a smart ass because I am on a free carry as when I made that decision (habit) I actually thought that was the wrong decision when the sp was roaring away!! So I get those that didn’t slice.

Even now, whilst it’s easier to sleep; given my experience I still should have done much better here! But rest assured I will be in the future.

Back to basics for me; hold my core position and trade some! That’s because longer term I do see this stock as a success where others will possibly fail hence the hold but I also see loads of volatility, hence the trading pot!

And yes 100p is well achievable if the appetite to invest in treasury is still there. And let’s face it. If you have a stock like COIN that gets SH approval (as it takes that seriously as that could mitigate any unforeseen future regulatory issues) then surely that ethos makes them more investible.

For those no able to trade or in higher. I think the low here has been revealed and the stock will reset.

If it helps I tend to average in and average out as price is always difficult to call. But likewise I get trading fees are higher for some. So a few hundred quid or whatever that translates to you as a buy and forget may do well here. But also in all honesty there are better risk reward plays for long term money imo.

Usual caveats

Trek

Looks like the investors that financed these placings took their money out at the expense of PI’s and are now ready to buy again.

It’s a growth curve on steriods. The decade dot.com bubble rise burst and recovery all in a week!

Well done those that are on a ‘sleepless night free carry’.

Question is will there be another ten bag run or have folk that were burnt once not gonna chase it so voraciously this time around.

I think a more steady flywheel is ahead.

We may get a rush from those averaging down as the bottom has likely been revealed but the rises ahead thereafter will likely be more orderly.

I would like to see COIN also offer a bespoke crypto treasury for companies and charge a maintenance cost.

That seems a logical step after the treasury. So a crypto deposit account and staking on behalf of clients if they wish.

The regs will need to come first but it’s a vision for the smaller businesses that don’t want the hassle but recognise the need for the assets.

There will be lots of opportunities ahead in this space especially with crypto and AI.

Usual caveats

Trek