Member Info for TrekMadone

Iran May close straights

https://www.euronews.com/my-europe/2025/06/14/israel-launches-fresh-wave-of-rockets-on-iran-on-day-two-of-conflict-live-updates

Trek

Yep I can read - at least POW stick to their model and look after cash!

Trek

As expected sp down coz of placing. Now they haven’t got the placing yet sp is down!

Ffs Paul what is going on.

I hope at least he doesn’t pay those fees in full else what is the point!

Trek

COIN.PL…. I tipped it to the Tecan’s at 6p. I sold half having doubled my money. Just a ‘small’ position.

Ever the fool me!

Trek

SEIT have gone up since their xd. Obviously a show me the money from Mr Market! The SP is bonkers. What am I missing?

I bought heavily convinced Mr Market has it wrong!

Now up and getting +13% yield. But the jeepers as well!

Hoping for a rerate after results

Usual caveats

Trek

Well I have never seen that before!

Trek

Nice divi hike and solid pf! 58% hedged as well! Nav even had a slight tick up!

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Trek

As always with these things it depends on what SP lens one is looking through. For those fortunate enough to have bought in the 60p ranges, like myself, it must feel like a ‘bargain of the century!’ Others must be perplexed at why the SP is where it is!

Such a well laid out and clear summary of numbers to add to that perplexity!

I have added here as I see consolidation ahead as private equity funds that like solid revenue on the cheap will be no doubt be circling!

But I for one prefer the yield and a nice SP cushion especially in these troubling times!

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Trek

Hi 28j

Grades here vary across ‘hotspots’ in the shallow clay. That adds to the cheapness as there is +10years mining which can be focused.

See slide 15 for JORC.

https://harenaresources.com.au/wp-content/uploads/2025/04/Harena-21-March-2025-Post-Listing.pdf

We just need the feasibility study completed then license which shouldn’t be too problematic.

Madagascar v Mozambique…. I went with the former!

Once the feasibility and license lands there will be a SP inflexion. I am accumulating appropriately albeit my average is still a bit higher than the 1.5 insti flip but well below the 3p placing which is my target price for now.

GL

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Trek

The macro joys of Nigeria! Now there’s a turnaround!

Trek

It’ll come. 20.5p is turning into support now.

I have order set and expect many others are looking at that price.

Just a question of time and as always PB getting the ops news broadcast.

Direct access to LNG pricing is, or rather should be, transformational to ‘flying’!

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Trek

Multi wells

Finance sorted

US - On shore Production - did someone say ‘production!’

But more so unfortunately; looking at macro and transit of gases from ME and sanctioned Russia. That surely makes US security of supply imperative!

The irony is that this little company, that will soon all going well, fuel US technology, industry, space and medical advancements could be a safer play than many other stocks in my pf!

If BTC is coined as digital gold (I have my doubts) then helium is liquid or gaseous gold! Well you get the gist!

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Trek

£1

Tough call is macro.

Gold up BTC down but also means treasuries get BTC cheaper.

There’s a different side to each narrative.

The only play as always is a balanced investment that one doesn’t loose sleep over either if it goes up or down!

Trek

Hi bankrpty,

Just a case of adding as each bit of uncertainty removed. No idea how Mr Market will react to this but as time progresses it’ll get it!

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Trek

That’s the one I expected. PXC should have done this ages ago at a higher SP. Could have cleared Riverfort as well!

Perhaps the lesson is an element of dilution is inevitable so get the best price. Raise in sp strength! But if they pull this off that’s an amazing save!

Now just the results and this will be well and truly off to the races!

A strong sp reflects a healthier balance sheet. That is key to getting bonds away and securing licenses!

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Trek

So do I evi but I think Israel see it differently, if Iran get the bomb it won’t mean decades of peace. They are a compact geography and the fear is the fanatics will see total destruction of Israel as the will of god.

The region has been at war or hostilities for centuries- a weekend won’t make much difference. It’ll just delay at best the fight that both sides seem to want!

Last time Iran pulled back this time I think they re emboldened!

Why can’t we all just get long!

Trek

One of the most clearly set out RNS’s regarding terms that I have read. Very good! and a 4m mcap company…wow!

Trek

Oak Bloke

https://open.substack.com/pub/theoakbloke/p/an-onyx-days-work-for-higher-profits?r=5c1567&utm_campaign=post&utm_medium=email

Enjoy!

Trek

Hi bankrupty,

And ‘sell half on a double’ with this one at least! Should be on from even 7p pdq imo!

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Trek

I sold mine after a punt. Took ages as NT to sell just a small amount.

Back on sidelines now waiting for more clarity. Also selling like this often indicates a placing as whoever sells stock to fund it…. Allegedly!

Usual caveats

Trek