Member Info for TrekMadone

All the more frustrating ITD that the macro favours PXC and yet the Bod miss the open goals!

Surely there was finance available from 40p, 30p, 20p but hey let wait until it’s 3p!

The challenge now is that the only leverage they have in negotiations is the asset. I know high side of the negotiating table I would rather be sat on!

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Trek

A federal judge Thursday issued a temporary restraining order barring Elon Musk’s Department of Government Efficiency team from getting access to personally identifiable information from the Social Security Administration.

This is breaking news. Please refresh for updates…..

The mind boggles!

Trek

Interesting

https://www.reuters.com/business/energy/shell-aims-bring-gas-venezuela-trinidad-2026-sources-say-2025-03-20/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=032025&lctg=65d3a4d7962245101d037748

Trek

Well a neutral reaction from the market today as well. I

get it’s a JV but perhaps the market can’t work out the terms either!

Too complex for me!

Trek

Apparently ‘intends to’ in RECI speak doesn’t mean they will!

Still good to see some director buys coming in.

Trek

Yep I know you did mate - fair play.

GG never responds when you want him to though! lol!

Ps. I saw your post on LMP as well. I came across it looking for a replacement for AGR as it has same income profile. Lower divi but great track record of increases. I am adding there where I can below 180.

GL

Trek

Having sold the last on 17/02/25 with +40% excl divi profits

I started again and bought back with my last buy trade on 12/03/25 and that pool is now 20.75% up (Av 876.201)

Not a bad return for a weeks work eh GG… the calls were made real-time and posted here!

And trust me it was mostly luck - I thought we’d visit £10 again but not in a week!

Trek

Resilient is the word. These guys have been upfront with the impact of low irradiation and how the BB’s have helped offset that.

Between the lines it seems that consolidation may mean FSFL either merge or become taken over. Looks like the pressure is coming from certain investors that want out.

Shame as the rotation from T-Bonds to UK equities may be starting especially from US where the Dow has also been sold and the UK is now deemed cheap!

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Trek

Boom!

Fabulous numbers .. wish I held all rather than trading the fringes but you never know.

I expect many others did same …. Hence my view money to come back in here. Esp with Trump offering US to to staff the nuclear power plants in Ukraine!

Thankfully I kept a slog with a lower average but not as many shares in total!

Will look to add the rest back in later.

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Trek

SVML tops the bill….

https://www.youtube.com/watch?v=2JDm8jBDYxo

Trek

2 cuts still…

“ The Federal Reserve kept interest rates at its target range of 4.25% to 4.5%, but policymakers said they still see two rate cuts coming in 2025. Their economic outlook also called for higher inflation and lower economic growth.”

Copper gone through 5 bucks! CAML results tomorrow- I’m now locked in!

Trek

87.3% of bond offer taken up -that’s pretty good esp in this market!

These things are seldom 100%. They prob only expected 75% as a contingent.

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Trek

CAML on the move. Oakbloke did a blurb.

Glad we are aligned as I checked a load in there and it feels like it’s been an age!

Trek

It’s a spoof trade, it was posted to test price then pulled (negative number). Testing liquidity - price discovery.

Then they went through with it as two positives one negative.

Sometimes it’s one positive and one negative and the trade isn’t placed.

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Trek

It’s a spoof

I’ve been buying below 160. Even got some below 150.

My targets are 180, 200 and an opportunistic 220!

Let’s see if the charts work out! Can they get through the results!

Will we be kicked back or lift off!

I think the bottom is behind us! lol!

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Trek

Meant to add lol! For the irony!

Trek

4p is a breeze tro.

It’s gonna run at 20p soon enough and it that holds it should establish 25p. And I am always apprehensive at calling prices!

My SVML is on its way to +50p. I tipped it here well below 40p.

It’s gonna get through 100p absolution problem. Hardly a poster there!

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Trek

Hi Terry,

Smart move.

I am heavily into discounted IT’s as well. Just in time for the rotation back from bonds and likely consolidation.

AGR and CRT where I had sizeable positions are both under offer. I now sold both to work the cash harder!

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Trek

Worya,

If hEX and PANR are too risky for you. I get that albeit I would say HEX offers a trading opportunity before risky news. But that is only really for those that ‘know the ropes’ if there is any!

Anyways, go and check out SVML, they have pretty much done all the leg work now. They have a graphene/rutile potential tier 1 discovery.

Their DFS is due by end of year. RIO bought 19% of the stock. It’s such a rare high quality commo (aerospace/high tech/renewables/defence etc) that RIO will very likely bid. Esp with US looking for non China Commo’s.

100p on a takeover would be too cheap but I expect closer to 150p.

All you gotta do is grab some and ignore the SP. If RIO don’t get them GLEN will or if SVML go into production they will still bag and any suiter will have to pay way more. I hold SVML.

Another is AMRQ if gold is your thing. Also have other metals. Just commissioned mine. I don’t hold them yet but numbers are excellent and I am trying to time an entry but fully invested atm.

Those are the two lowest risk potentially highest reward plays I know.

You can get SVML below 50p and AMRQ below 100p. It’ll be a few weeks before they cross those prices so plenty of time for you to research them.

Good luck

Sorry for the OT

Usual caveats

Trek