Member Info for TrekMadone

Lol! Have Inpp and vip among others … rare chance this imo.

Likewise have added to SEIT last few days!

Funny how we end up in similar stocks!

I expect QE soon!

GL

Trek

My ENRG just announced asset realisation program - see my post there. I just added significantly for- BB is a ghost town! Still at least there’s no fighting on de dance floor!

LEX announced commencement of drill - got 6mOz’s so under radar. I have been building a position below placing price. Will do v well over next few months. I expect the tipsters will catch on there soon. USA and SA top postcodes and options are at 6.2p for seed investors!

Usual caveats

Trek

Well have had to set limit orders as NT to buy atm - Sod’s Law eh! Got to go out as well.

GL

Trek

Been a muted response though as it’ll take time to get assays completed. Meanwhile I am buying below placing price as can wait a few months!

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Trek

ENRG

Hi Terry,

Go check out ENER… just announced asset realisation. I bought with my profits from CAML. Another stock where GG is losing ! lol!

Trek

Did you figure it out?

Still not too late!

Back to UKW

I hold both.

GL

Trek

I just added significantly for me - there shouldn’t be any problem selling these assets esp at 85% of NAV. Either way we get the same divi.

Obviously divi will reduce as assets are sold but then we get bumper cash returns!

Victory Hill get paid according to price and speed of sale.

Obviously needs a vote but if they don’t pass we are still in at floor here with mega yield and chance of t/o anyway!

As no brainer as possible! Buy!

Usual caveats

Trek

For sale - there we knew it was signs undervalued.

For sure I would prefer a continuation of the pf rather than asset realisation but I appreciate it depends what sp lens you are looking through. Those in at IPO must be bitter but buyers in 50’s - happy days!

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Trek

Go check out ENRG high divi and growth in H2 this year.

Will let you guys go figure.

Trek

47! Well done nom I managed 51!

Trek

so we have no idea how to value it on a peer basis but buy anyway?

what a strange article.

yield 14%. divi covered by earnings and has increased every year. pe around 8. as for ta it’s on its ****! more likely to up than down from here. 51% discount to nav.

then there’s loads of data in the ar and factsheet.

expect better from directors talk

usual caveats

trek

I agree aligator - but ‘you gotta think of it as a program’ rather than individual wells…

I mean what a political dodge!

Still now with the infrastructure in place we are defo on drill to fill - no more build. 3 crews on their way to deliver ‘the program!’

I added 10k shares at the close - not showing yet and have funds moving in tomorrow to buy back the ones I sold in anticipation of the placing.

He surely can’t fk up from here - our luck is gonna change!

Trek

US 30 year gone to 5.08% that is always a concern for markets.

There was weak demand at the most recent listing with concerns now over Trumps ‘excessive’ tax cuts.

Japanese bonds are now more attractive than US treasuries. This is a big deal as Japan are the (I think) second highest holder of US treasuries so could now flip to domestic bonds and save on FX + hedging putting more pressure on us treasuries.

Gonna be a volatile period again now for equities esp insurers who are sensitive to inflation and bonds. If Jerome cuts then happy days but I don’t think he will esp given the inflationary pressure from tariffs.

There’s a lot of mixed message agm from the US - let’s hope US money is buying UK equities but then Rachel from accounts hasn’t exactly done UK plc any favours with excessive tax rises.

It’s like both sides of the pond are all or nothing at opposite extremes!

Having done so well here and bagged the last divi I am seriously considering selling half with a view to buying cheaper. Got until October to the next xd- that’s an eternity across the usually poor summer months.

Scratching my head and watching the US markets for clues. If tech tanks again as they are the most sensitive then it’s time to slice.

Buying is easier it’s knowing when to sell that matters in these markets!

As for the recent broker recs - they talk their own book and I wouldn’t be surprised if that’s to sell into liquidity.

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Trek

The natural flow rates and pressures Rse awesome with little or no damage but here’s a thing….

‘ These results expand the Company's view of the Rudyard Field's potential. The superior performance of Linda #1 is attributed to greater natural fracturing and porosity. If flow performance continues to improve towards the south this suggests a compelling development trend across the structure.’

Because let’s face it 4m pa isn’t exactly gonna push this to a 100m mcap but scalability will with 20 wells!

This is just the beginning!

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Trek

More on the bond market… cliff edge stuff… but the market climbs a wall of worry! Albeit Trump seems he’ll bent on breaking it all!

https://open.substack.com/pub/thatstocksguy/p/the-bond-market-is-screaming?r=5c1567&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

Trek

Sorry

Q4 (Final) and special pay out on Friday 23rd and it goes xd for Q1 tomorrow (22).

https://www.hl.co.uk/shares/shares-search-results/s/seplat-energy-plc-ngn0.5

Trek

Q4 and special pay out Thursday (23) and it goes xd for Q1 on same day.

Trek

“…. I’m no expert and happy to be corrected, but aren’t they now liable to pay full divis to the loaning brokerage?”

Correct the short seller has to cover the dividend on the loan stock.

Been trading here for ages, don’t post that often now as job done. But like I have said before I wouldn’t be surprised to see a bigger player grab PHNX or MNG for that matter.

It really is so easy to save costs on economies of scale in this sector and the takeover is pretty much just a rebrand, new livery etc .The accounts and holdings can be merged - look at what we saved with sun life!

But the future savings in this sector with AI are potentially huge. Anyone that answers a phone and uses a keyboard can pretty much be replaced.

The AI experiment at DLG delivered 80% cust sat results far exceeding human interaction.

Peeps chase AI stocks trying to find a winner but the second line of winners are sat in front of their eyes with the likes of PHNX!

With an average here of under 500p from not so long ago plus trading gains and a whopping divi I can’t believe how myopic the market has been!

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Trek

Trading has resumed on TSX…

https://money.tmx.com/quote/AMRQ/news/5974803799622230/Canadian_Investment_Regulatory_Organization_Trade_Resumption_AMRQ

You can see volume spike in the overview

https://money.tmx.com/quote/AMRQ

TSX and ASX have triggers in place to alert temp suspension. They also suspend stock pending an announcement. SVML did that before the recent placing. You can see RNS there.

If AMRQ has resumed trading then whatever it was is not cause for concern.

Either way though under 100p this imo is outstanding value!

Usual caveats

Trek