Member Info for TrekMadone

Been some chunky sells here but no TR1. Spread has been tight indicating someone is happy to take the aggressors sales!

I get some divi’s from elements of month. Will grab some more of these at hopefully 53p ish!

Usual caveats

Trek

41.62p no warrants just the discount awarded for cash for equity.

It’ll do it’s thing and then move on as folk get that the funding spectre has been removed and we are in a very strong negotiating position.

Usual caveats

Trek

This is a good trading share, can’t believe I got some in 370’s. Sold them and got my average down to 406.

There were some decent director buys at a tad over 400p.

Final divi should be paid and will likely be another trading opportunity on the run up!

Usual caveats

Trek

It’s an off book deferred publication due to size of trade.

As it’s an ‘O’ trade that theoretically makes it 2 x 5m trades and the price indicates they are buys. Only one side of the order is published for ‘O’ type trades. So you would need to look at the code to see the other side.

All said due to size and it being over the counter we don’t know whether is the buy or sell that is published but the odds are in favour of 2 x 5m buys. Obviuosly there would be a sell not published.

Page 43 explains the off book trades

https://docs.londonstockexchange.com/sites/default/files/documents/rules-of-the-london-stock-exchange-effective-5-february-2024.pdf

And if it is that twt musk I’m selling!

Usual caveats

Trek

PAF gone through 40p TR1’s smells like a bid in offing. I was in there at 17p sold …soh!

Usual caveats

Trek

A few shorts are attacking this. Affords an opportunity to average in imo for that juicy yield.

Chart has this within 10% of the bottom going back as far as 1994!

I got some at 530 ish on the last drop and have added more.

Means you can buy an increasing yielder giving 7.2% when 4.5% is normally what’s on offer.

Also results showing growth and accelerated returns with more to come in H2 and FY26

What an opportunity!

Usual caveats

Trek

And LEX also has US ops has caught on…

https://www.lse.co.uk/rns/LEX/us-recognises-gold-as-a-strategic-mineral-vxrhfglepga63s3.html

Trek

Some things from Morrisons are nice but in general they don’t really have an identity.

Too expensive for a Tesco.

Not cheap enough for an Asda

Not top quality and price for a Waitrose

You get the gist.

I like to shop there for a change but is way more expensive and I don’t really see that in the quality.

Trek

Should get a drilling RNS soon…. Slide 12

https://mendellhelium.com/wp-content/uploads/2024/11/Mendell-Helium-Nov-2024.pdf

Trek

“ President Donald Trump said Monday any nation that buys oil and gas from Venezuela will face a 25% tariff on any trade that country does with the United States.

The tariff will take place on April 2, the president said in a post on his social media platform Truth Social.

U.S. crude oil was up 77 cents, or 1.13%, at $69.05 per barrel by 10:54 am ET. Global benchmark Brent was trading 73 cents, or 1.01%, hither at $72.89 per barrel.

This is breaking news. Please refresh for updates.‘

Trek

Kaeren,

FYI

PSA - you can see a pic on slide 7 and info on slide 8.

Trek

Painful but posted anyways!

https://www.trustintelligence.co.uk/investor

Trek

Wish we could mine ours!

Trek

ICB you beat me to it I was gonna post the same. A 7.5% dilution isn’t enough capex to build a mine! This small sum is all about getting the DFS sparkly and providing a smugness across the table!

Usual caveats

Trek

Hi Magoo,

Sorry just saw this as not had a reason to look in here for a while.

Best buy IT atm imo is SEIT. Good to trade as well.

I hold some Terry mentioned and FGEN, FSFL,UKW,NESF,RECI,TRIG,ENRG, HEFL

Other than the usual insurers that pay divi CSN is good with a 20 year track record!

I sold CRT and AGR as both I de offer and decided to cash out early.

Usual caveats

Trek

Sure thing…

You may find this helpful with the hold and hug strategy…

https://www.lse.co.uk/rns/GMET/presidential-executive-order-us-mineral-production-7sar1ppnx4mv5wj.html

Good luck

Trek

Early signs are that MNG sp will give up all its divi and more.

This is what happened before and the stock struggled to hold at +220.

So because it went as low as 170’s last time it’s guaranteed to do it again. Not!

Usual caveats

Trek

Well done to anyone that sold into the rise on resukts day and then bought them back again after!.

I didn’t but happy to have traded down my average.

Now sticking and moving the trading pot elsewhere!

Trek

‘ A Stellar Explosion… from the Bronze Age?

It’s mind-bending to realize that this cosmic explosion already happened—just not from our perspective. The Blaze Star is located about 3,000 light-years away, meaning the light from its next eruption left the star around 1,000 BCE, during the height of the Bronze Age on Earth.

By the time it reaches us, the blast will appear to unfold in real time, its brightness surging over a few hours before slowly fading over several days. For a brief window, this ordinary star system will outshine most of the night sky.’

https://dailygalaxy.com/2025/03/blaze-star-explode-see-with-naked-eyes/

Trek

One that you’ve mentioned nom - shortage of water could lead to wars…

https://www.visualcapitalist.com/charted-share-of-freshwater-resources-by-country/

Trek