Member Info for TrekMadone

POW start drilling soon Tro, need to sell the news…. But GMET (they hold) is going up and POW isn’t!

I have POW as cheap given it’s pf and POG/cu atm…

I doubled up today and at AMRQ at 92p ish today!

Sliced a load more DUKE to pay, lost some there as my average is 28p … I should have sold the lot of DUKe at 30.5p when I sliced!….will buy back DUKE later only if under 28p tho!

Trek

US troops? There’s a tariff for that!

https://www.reuters.com/world/trump-includes-us-troop-costs-tariff-talks-with-asian-allies-2025-04-17/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Tariff-Watch&utm_term=041725&lctg=65d3a4d7962245101d037748

Perhaps his mate pootin will pay more!

Trek

Catching up….LEX the long awaited fundraise.

Thought they’d have taken more but got 3.4p which was at the time the ‘walked down’ marked price.

Good tuckaway that one if you can get below placing!

AMRQ through 90p now that +20% on my bottom tip from 73p! Not bad for a couple weeks. Traders would bag some now.

I intend to add there on any pullback expecting it to finish the year strongly.

POW I picked up a few at 12.5. That price is still around. Gonna grab a few more ahead of their drills! Look at there web site what a pf they have in the right asset classes and loads of cash!

Usual caveats

Trek

Https://uk.investing.com/news/company-news/sebastian-marr-acquires-483-of-phoenix-copper-limited-93CH-4033130

Trek

I don’t know how you can sleep at night!

Not having a round number! lol!

Trek

Check out IES nom. Some good BESS Tech there. I got some ticked away.

Trek

All part and parcel of drilling. Must be as none of this is worthy of a RNS!

Trek

UKW I got some at under 100p on the pullback. Now my average of 111 is looking ok!

Gonna look at slicing the 99p buys soon and putting it to work elsewhere!

LIO had update today was not as bad as in sp imo. Grabbed a few of those as well thanks Mr T. Yield is +22% lol!

With a low average I will prob sell on run up to xd around 4/7. See how it goes. May be divi cut etc but under 350p should do ok. Directors bought at over 400p recently!

So many ‘bargains’ esp in high yield atm. E.g. SEIT is insanely cheap! 67% US energy. Specialises in energy efficiency and results showed it covers divi from earnings. Yields +13% I am a buyer….Data centres AI gonna be big in US - energy!

When rates get cut they will do well.

Usual caveats

Trek

Https://www.thisismoney.co.uk/money/markets/article-14608275/SMALL-CAP-IDEA-Supermarket-Income-REIT-brings-management-house.html

Trek

Add AMRQ and SVML to that. Both have their bounce underway.

AMRQ should go back through 100p bug traders can confidently grab 90p and SVML should go back through 40p but 38.5p is nailed on.

All with my amateur charting opinion of course!

Trek

Down slightly but imo the outlook here with rate cuts ahead is very positive.

Interesting…. Unintended consequences! Thankfully minimal exposure for us…

“ A loan that is collateralized by a landmark US educational building was adversely impacted by government cuts which reduced the likelihood of finding new tenants. In March 2025, the Department of Government Efficiency (DOGE), under the leadership of Elon Musk within the Trump administration, announced plans to reduce the U.S. Department of Education's workforce by approximately 50%, affecting around 2,200 employees. This development has had a material adverse impact on leasing negotiations with prospective tenants, as discussions with the borrower were paused, resulting in a delay to the anticipated lease-up timeline. The carrying value of the loan currently equals 0.4% of NAV and the markdown on this loan during March 2025 represents an overall decline of 1.3 pence per share.”

I have enough and will continue to hold here.

Trek

Last buy today at 161.5 , 9194 shares! Lol! Must be an error.

Trek

Here’s one for Tecan’s. Safe as houses. TW.

Look at that chart it’s ’a beautiful thing!’

Reckon we’ll be in for some rate cuts soon. Stamp duty is already in the price.

Yields +8% for a cushion.

But could pop very strongly on even a hint of rate cuts! Barc already cut borrowing rates in anticipation.

I bought TW and would add more if not fully invested atm.

TP 120p easy peasy! With volume and rate cuts 140 imo!

Usual caveats

Trek

Frigging world is be run on social media with fake news!

absolute madness. I refuse to join in. Prefer the real world.

Trek

My 73p buys at AMRQ looking like I caught the bottom.

20.3p buys at TXP can be had for 19.3p now! Ouch!

POW will move soon …. Just has to with all that cash in the balance sheet!

SVML is up in Oz and behind here. Fill ya boots imo!

Usual caveats

Trek

Not so sure about an order but I wouldn’t be surprised if they have all been on WhatsApp walking the price down to get shares so they can pop it and sell em all back to punters at a profit!

Oops no that was instant messenger. It don’t happen any more!

Trek

I expecting HEX to be a tariff ‘onshoring’ winner tro.

Yanks fill their balloons from Qatar as not enough gas t home!

Don’t think Helium will get the full whack of tariffs but will still likely see 10%.

Anyways why should I know if the man himself don’t know! lol!… well actually that would be funny if it wasn’t true!

May flip some more into HEX this week if I can time trades!

I see the Yanks are ransoming The Congo now for minerals (The Guardian) as well as Ukraine!!

What n embarrassment!

Trek

No running level 2 commentary today then!

What a crap top up timing from me! Still it could change…

I always worry when one see’s sells at lows ahead of anticipated news.

Of course nothing to worry about on AIM and we have PB at the helm!

Holding with everything crossed!

Trek

HH

‘The only reason for Vance's appointment is to deter anyone from assassinating Trump.’

Priceless, lol! and probably true!

Trek

some good one liners in here for a satirical weekend read!

https://thatstocksguy.substack.com/

“ trump & vance belittle china

before the pump, donald tells the world that country leaders are ‘kissing my ass’ to reduce the levies, at the national republican congressional committee’s annual fundraising dinner in washington dc on tuesday evening.

he then mocked his supplicants:

‘please, sir, make a deal. i’ll do anything. i’ll do anything, sir.’

he’s a bullying piece of ****. these tariffs may cost americans jobs. but they cost the poor in countries like lesotho or madagascar their lives.

then you have jd vance, the final boss of american pseudo-intellectualism.

the vice president - the man who becomes in charge should trump die at any point - told fox news that ‘we borrow money from chinese peasants to buy the things those chinese peasants manufacture.’”

he also points out the market manipulation that likely could have happened following trumps tweet…

then the bonds…. can turn a tangerine into a lettuce!

trek