Member Info for TrekMadone

Prob be ok for ‘shark fishing’ nom!

Hoping govt tow line in de minimus!

It ain’t small fry anymore!

Ouch

Trek

Well the price at 20.5p is much better than I feared but I am very surprised at the quantity 75m at a mere 11.8pc discount.

Given the length of time that the SP was around 19.5-23p I can’t see that any huge quantity of stock would have been forward sold. For sure there would likely be some hedging but not at 24% of the company!

Makes me think we have a serious long term investor or a concert party. I will intrigued to see the listing TR1’s.

With the commitment from the lenders for CB and a solid funded ops plan for cascadura I think we will turn a corner in a couple months.

Not sure I like the H2 vague completion date for CB completion but I guess as PB is pretty sht at keeping to dates that’s about as good as it will get!

I will follow the price and look to rebuy stock at or below 20.5. Which in all honesty has looked to have been a pointless trade given the unexpectedly low discount!

Usual caveats

Trek

Will Rost be producing by end of June…

That’s key to the RTO…

“……. the Company and M3 Helium have agreed to extend the date by which the Option can be exercised to 30 June 2025, a date that coincides with the expected commencement of production at Rost….”

Trek

Hi Bagzz,

Comments noted and that’s why I took substantial profits in the 20’s. Didn’t get the top but did ok and reinvested again in low teens.

Now given the supercharged pace of events here aren’t we exiting the orphan period on the Lassonde Curve? Seems to reflect your price tally.

Go and figure it out.

Usual caveats

Trek

Another good update 111p NAV

But those two poor months of irradiation are now out the way and what a sunny run we had after!

Those results are ahead of us then it’s summer.

Hi Actuary,

For sure I would look at topping up on those as I hold both.

But check out ENRG, it’s been left behind and it has projects coming on in H2.

I am adding there.

Usual caveats

Trek

Don’t even have helium in the price yet let alone oil!

Having identified shows it would be remiss of Bo not to test it but quite rightly at a future point when cash is flowing!

Some may have noticed that the SP is now up 28% over the month.

If there is further derisking, although I just think it’s not,Al trading behaviours, but if then the clearly set out flow test timelines should be a target to get rid of the last ‘risk’ stock.

Likewise providing an opportunity for those that want to take the risk.

Hopefully volumes will pick up now giving opportunities for all and the SP should rise as the buys take over!

Usual caveats

Trek

Buys galore today… inexplicably overlooked this one…gonna have another run through 60p soon.

This time could stick after double bottom.

Let’s see!

Usual caveats

Trek

Yep £20m but it’s an ‘initial program’ after all usual reviews the consideration was for up to 14.99% of stock.

I expect another BB to follow. Don’t know if needs agm though or previous covered the up to 14.99%.

Usual caveats

Trek

Most of the news contained is already known, imo this is telling the market that this is a ‘development project!’.

So under the radar and we should be shouting from the rooftops!

Would be good to move forward with the US interest. Any hint of a solid partnership will get folk looking up. I guess we will hear more on that later.

Usual caveats

Trek

Well Trump has it in for wind and looks like Nige is on his coattails….

But really…. Don’t we need an energy mix to reduce the pace of climate change until other technologies improve. Just drawing a line under wind is imo madness … off to court! Well it’ is America!

https://www.reuters.com/business/energy/democratic-led-states-sue-block-trumps-halting-wind-projects-2025-05-05/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=050525&lctg=65d3a4d7962245101d037748

Trek

Hi Bomber,

Apologies for o/t I will leave it after this…

HEX & TXP aside the only other two I would tip at current prices for hold and hug type investors to year end are…

SVML…. Graphite (prob 2nd biggest deposit) and Rutile (tungsten=defence & tech, US wants) biggest deposit outside China. Bargain now, RIO have 18% stake, just raised cash at higher SP. Expect RIO or Glen to bid after DFS due Q4. Price now 32p TP +80p. With a bid could easily go over 100p.

AMRQ…. Greenland gold and rare Earths, just had first pour, lots of news due + drilling. You don’t really get access to Greenland minerals without AMRQ. These guys are best. Sp been +110 but Iceland bank been reducing. Price now 82p, may go below 80p again. TP end of year +100p prob higher.

I have a few higher risk plays but I wouldn’t tip them as they are for traders. But if you have played HE1 and HEX like a fiddle before then check out HREE. Madagascar rare Earth. Biggest clay rare Earth deposit in world. Just listed. Previous investor spent $40m on it. It’s priced as expo but it’s looking for production. I posted the prospectus there with some honest risk observations. Lots of price inflections ahead now major shareholder has converted. US miner has interest in JV. Need to slice though and aim to get a free ride as will be very volatile.

Good luck.

Usual caveats

Trek

On an aside…

How fkd up this social medium driven world has become!

The biggest use of AI is… relationships!

https://www.visualcapitalist.com/ranked-all-the-things-people-use-ai-for-in-2025/?utm_source=Visual+Capitalist+Infographics+%28All%29&utm_campaign=de68f400f2-EMAIL_CAMPAIGN_2025_05_04&utm_medium=email&utm_term=0_-c03bd4382f-47045938&mc_cid=de68f400f2&mc_eid=5222e6014c

Trek

Hi Epson,

Missed a tab… LGEN/FGEN/INPP/VIP/SAFE

On my watchlist WYN, SMIF, TFIF, PTAL, HCIL (again) amongst others.

Sold LAND recently after good bounce. Sold PTAL a while back looking to get back in.

I have an excel with all the charts and data that I use. Some you can buy a couple weeks before xd and then sell before the xd day. It’s surprising how some stocks seem to have behaviours but obviously there’s no guarantees.

Good luck with your investments

Trek

In no particular order although most yield less now due to SP rises

DUKE

SEPL

RECI

PHNX

CSN

MNG

NESF

LIO (May cut only have a few)

UKW

CAML

SEIT

SUPR

FSFL

LMP

DEC

ENRG

TW

SEQI

TRG

HFEL

That’s my income stocks, gives a quarterly distribution. I will reduce the renewables with the rotation back from bonds.

Time for a bike ride now!

Best

Trek

Hi Super’,

I could go on but that would be hubris!

Just take heart that a relatively inexperienced person can make a living in this space. I retired at 51 with my winnings! Well actually I just had the ‘fk it’s’ and this was going so well so I took it up after my XEL lesson!

I bought ARB at around 4.5p and sold from 40p all the way up to 200p and back down to around 50p! You can check my posts there. I was one of the first investors there. Signed off with ‘Trek £1’ coz I knew that the market had it wrong.

Now years later they missed their accounts! Hold and hug… no way!

Honestly though we should be judged not on what we make imo but what we give away! And I mean after you have taken care of all your immediates. So not being pious.

That has been my absolute joy over the years! And the numbers are irrelevant. It’s if everyone can cumulatively share some love that matters whether that’s to charity or family and friends.

A good friend of mine from our church has paid off all his children’s mortgages, paid off two of his friends mortgages and gives a whack to charity! The more he gives the more he makes!

He trades commodities and fx and irrespective of his coaching I can’t get my head around that but he has been an absolute inspiration for me and I want to catch him up with his giving!

You can do what you want with this info. It’s only a small part of my story but I only post to hopefully help others by sharing data and opinions. I thought that was what these BB’s were for.

Good luck with your investments

Trek

I learnt the hard way a long time ago from an investment in XEL that went from boom to bust and nearly wiped me out! I had to start over again! Thankfully BPC and Range Resources (forget their ticker) came in along with the Falkland plays!

Since then I always take profits and recycle if I think that’s the play.

I sold many here at 114 from memory because I thought 100p was gonna go. My average then was about 13p. However, I didn’t catch the top as at that time it looked like going higher. It also looked like bouncing during the pullback. Then when I saw a downtrend pick up I sold what was for me a yolo stock!

Then I remember having a good run here a while back here buying in 30’s and selling at 50p.

Although I am up my latest holding averages 23p. I bought back one of my 20k sells Friday at a small loss as there was no bookbuild. I will probably drip more back in over the next week.

HEX is another venture where I have a good position from 10p having invested just after the IPO but I sold 2/3’s in tranches in the mid 20’s. I have now bought some of those back in the 13’s moving my new average up to 12p. I will slice again.

I actually played HEX exactly the same as I did at HE1 . Bought after the IPO around 8p sold in mid 20’s. Then bought and sold again. Also had another run there from 0.28 to just under a Penny!

I use the profits to buy high yielding stocks and investment trust that have a divi paying history. My income pf yields 10.2% now across 25 stocks and it’s been mostly paid for from trading.

My highest position is in SEPL which has a forward yield now of around 15% and I recently took some capital gains there at over 200p to buy SEIT which for me yields over 13%.

There are so many great high yield stocks out there that I think this opportunity won’t be around for ever.

But really covid, although awful did present many PI’s with huge opportunities. I did exceptionally well or rather the kids did! But I sold and didn’t hang around but then bought the likes of PHNX, MNG, LGEN etc at bargains for their high yields.

Those Covid stocks are now back to the I paid or lower and some have gone bankrupt!

It has to be exceptional for me to hold. Even the likes of PHNX I have traded several times and been able to buy back extra shares for lower.

The recent winner though is DEC where I am on a free carry and managed to throw off cash even when the SP went down by selling and buying cheaper. Must have made over 50 trades there, but paid off.

So no I am generally not a fan of closing my eyes and ‘hold and hug’. Most of the charts testify it’s not the best play for individual stocks.

ATM my aim is to protect what I have for income as thats our pension. The small cap stocks I buy now are more of a side show due to having itchy fingers! But now the kids are sorted any profit gets tipped into income.

Wishing all here health and happiness coz that’s the important thing! And sh

Think the point is how Norway has used its natural resources and continues to do so.

It’s not to throw the renewable baby out with the bath water.

Rather like I said earlier they are underpinning their energy with the stability of gas as a transition fuel.

Climate change is a reality and it’s our responsibility to tackle it.

Trek

Think it’s a bit of divi buying in the mix. Double xd on 9th May Q4 & Special followed by Q1 xd on 23/05/25. So 3 lots of xd this month!

And on previous form SEPL has dipped and recovered the divi in the sp after a few days.

I am done with trading this one and sticking with the outstanding yield now!

Usual caveats

Trek

One of my pet hates - we should have done it here ages ago!

https://www.theguardian.com/us-news/2025/may/02/why-is-trump-ending-de-minimis-tariff-loophole-low-value-goods?utm_term=6814790778219b29afc1a3d28ac9182c&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

Just saw their RNS, PIER cancelled from aim. So gotta go to broker for matched bargain trades.

Another one bites the dust!

Trek