Member Info for TrekMadone

Got some POW as well Tro,

Charles archer whom I rate wrote a great article on them. Loads of cash and activity to look forward to. SP near az bottom as well.

Waiting for MFAI to get its dosh then will flip them to average down my SVML as real cheap imo atm.

Also topped up at TXP…. A click is right twice a day lol! Gotta pop soon tho! CB deal near now!

Usual caveats

Trek

8 and 2 x10k are buys.

Ready and waiting!

Zzzzz

Trek

Had AMRQ and ggp on buy list. Didn’t buy back Ggp at 8p! Even had the countdown timer and changed my mind!

Anyways been waiting for AMRQ to go below 100p for ages and now it’s 73p so taken a few!

Trek

Musk

What an elitist prick!

Polluter

https://www.theguardian.com/us-news/2025/apr/09/elon-musk-xai-memphis?utm_term=67f767a3f8d312ccab00bd2718838348&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Racis t

https://www.theguardian.com/technology/2023/nov/17/white-house-biden-elon-musk-antisemitic-tweet-hate

Guys is such a hypocrite!

Trek

On CNBC trump puts extra 10% tariff on anyone that buys Venezuela oil.

Trek

I wouldn’t be surprised to see the NGC bid for TXP. It just seems the logical step given the SP, assets, regs and pressure on NGC to fill its HC void.

It would likely follow the CB acquisition though so as not to interfere with timeline/DD.

Usual caveats

Trek

Well done LTI,

I got my timing wrong albeit a little unforeseen!

This time I wasn’t in a position to sell and buy back cheaper.

Sold some stock elsewhere on the bounce today and hope to grab some more here to average down and then resell them like you have done.

Well that’s the plan!

Good thing is, if it doesn’t look on I don’t mind hanging on to these for the divi!

🤞

Trek

Vance….from CNBC

“ There is a category of DC insider who wants to fight an actual war with China but also wants China to manufacture much of our critical supply. This is insane.

President Trump wants peace, but also wants fair trade and more self-reliance for the American economy.”

What category, what insiders? Here he goes again it’s just in his head. He uses the word ‘war’. Just to put it out there, with absolutely no substance! Imo The guy is a nut case!

He learnt all about Ukraine from conspiracy YouTube videos- he’s a liability!

Usual caveats

Trek

Infographic on China’s trade dominance

https://www.voronoiapp.com/trade/-Global-Trade-Dominance-US-vs-China-2000--2024-4080

Trek

‘Chinese peasants’. Unbelievable diplomacy!

Vance is a liability to world peace!

Flipping hill billy!

Trek

Trump’s statement….

“ Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and other Countries, is no longer sustainable or acceptable. Conversely, and based on the fact that more than 75 Countries have called Representatives of the United States, including the Departments of Commerce, Treasury, and the USTR, to negotiate a solution to the subjects being discussed relative to Trade, Trade Barriers, Tariffs, Currency Manipulation, and Non Monetary Tariffs, and that these Countries have not, at my strong suggestion, retaliated in any way, shape, or form against the United States, I have authorized a 90 day PAUSE, and a substantially lowered Reciprocal Tariff during this period, of 10%, also effective immediately. Thank you for your attention to this matter!”

Note Trumps ratings have plummeted!

The EU also retaliated!

He has changed the narrative to intimate that China are disrespectful to America and the rest of the world!

Need friends again eh Don!

Thing is money rules over common sense and irrespective of our unreliable ally the world still needs American…. But they aren’t fooled and there will be less dependency basic a result of this!

Usual caveats

Trek

Trump announces 90-day tariff pause for at least some countries

PUBLISHED WED, APR 9 20251:25 PM EDTUPDATED MOMENTS AGO

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Dan Mangan

@_DANMANGAN

This is breaking news. Please refresh for updates.!

lol!

What a twt!

Trek

For some reason it always comes back to the housing market.

Here CNBC point out the biggest fear. China, Japan and others selling US treasuries. That will hit mortgage backed securities and result in rate INCREASES!

The mysteries of the bond market eh!

https://www.cnbc.com/2025/04/09/how-china-could-crush-the-us-housing-market.html

The only way out as I see it other than a negotiated reset, unlikely, is …..Switch on those QE taps! lol!

Trek

It’s unbelievable that people think that tariffs is the answer to America’s high wage high service market being able to compete with China overnight.

So now they have moved the narrative form attacking the world with Tariffs to just China?

Don’t get me wrong I am a huge advocate of onshoring especially for our UK Island!

But this is sheer stupidity!

Trump is creating an environment where people across the world are gonna boycott USA products. Just like the Canadians clearing the shelves, like the Tesla sales flop and next will be a social media migration.

There’s always an alternative and certainly someone else steps in to fill the gap!

The biggest losers here will be the American people! Not wanted, not liked and soon to be struggling for jobs and fighting stagflation. It took Japan years to dig itself outta that hole!

Trump imo will be ousted; but like I said my biggest worry is Vance!

That idiot would side with Russia in a war against Europe coz we won’t buy red hats!

Trek

Interesting article in The Guardian about the impact of tariffs on Ireland’s global pharmaceutical industry.

Well they’ve taken away all those American jobs. So next week it will all be done by Uncle Sam!

https://www.theguardian.com/world/2025/apr/09/half-the-place-would-be-blown-to-bits-the-irish-villages-under-threat-from-trumps-tariffs?utm_term=67f61aaddf712c12a9230961ed301f0b&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Trek

Got £300k in the nick of time!

Imo it’s gonna be a slog now to nail the bonds. The onshoring debate whilst obviously great for PXC has to be factored in with the context of investors pf’s getting bashed elsewhere! That makes one risk averse especially with new money and could cause delays until things settle down.

Just my interpretation of events.

Usual caveats

Trek

Going for a walk on the moor!

Trek

I added yesterday as this is one of my fav income plays. I had NT to buy several times through the day!

Just looking in now I am surprised at the weak rebound. Doesn’t add up!

Wouldn’t be surprised to see this pop a few pence once whatever is happening with these trades happens!

Usual caveats

Trek

Lol I think my average is around 123 here. But I bought for yield.

The BB is great as it compensates for a flat divi!

However, this imo is a very stable tuck away. Just the ticket in these uncertain times!

Usual caveats

Trek

I am expecting a placing soon.

Seems odd that the sp is down against the gold rally.

It’s normal to get the sp down ahead of a placing so that the financiers get a good VWAP!

Still that’s all conjecture on my part. I held lex before and atm am on the sidelines.

Usual caveats

Trek