Hellenic Dynamics Share Discussion Threads

[extrader] 05/2/2023 16:32

And, just for the record, how do you 'self-identify'?
Asking for a friend.

[judijudi] 04/2/2023 17:34

zzzzzz

🤣😂👏👏

[yohoho] 04/2/2023 14:25

Just read your post on the other board Oakridge filtering anyone who has an opposing view to yourself. You really are an overblown, self-righteous pompous prig.

[oakridge] 04/2/2023 13:24

Judijudi3 Feb '23 - 15:40 - 377 of 378 (Filtered)

[oakridge] 04/2/2023 13:24

Judi. I didn't look in yesterday, but for someone who doesn't hold you're surprisingly obsessed with the minutiae of this companies share price and perhaps even more so than me!

You read alright, but in light of the very generous efforts I have gone to, to set out a certain perspective (or investment approach) it seems you read blindly and perhaps wilfully so.

If you are so keen to judge me, then judge me. However you should judge me on MY OWN rationale and timelines - (and not through the lens of your own) which I've already clearly set out: namely that we have an 18 - 24 month view on HELD.

You have already strongly alluded to YOUR OWN investment/trading criteria, i.e. a need (let me say that again - 'a NEED')for a quick profit and revealed your own distress / frailties in the face of a weakening share price.

I'm not judging you on that, but instead highlighting it so as to bring some distinction between our respective approaches and how judging someone else's position, through your own criteria, is close to pointless....other than your apparent wish to point-score in front of your imaginary audience. This aspect seems especially important for you....but at least you are consistent, as your general input across your other posts on advfn reveals.

Taking YOUR approach / criteria into mind and looking at HELD specifically, one could argue that you have already failed in choosing to be here (as the performance of this stock would be both distressing for you and not a fit to the very near-term aspirations you have for your capital deployed).

In contrast, one could argue that my strategy is still very much 'in play' and the situation unfolding is not entirely unpalatable for me , as it clearly is for yourself.

Once again. Different approaches which reflect our varying rationale and personalities. Everyone invests differently. And everyone will react to weak share prices in different ways. I am sorry you are unable to see this. But the distress is yours, not mine.

Posting before, during and after the event, my approach at KNB last week was different and resulted in a very considerable near term gain.

Horses for courses. A different situation. A different approach.

Indeed the rally at KNB would have been an ideal fit for your apparent criteria. I'm sorry if you failed to act on it there. Your time would be better spent looking for the next situation that suits your trading personality and criteria, instead of posting tedious remarks to someone who has a different approach and on a company you dislike quite so much.

I've been extremely generous in my time with you, but you are now filtered for the reasons explained.

However I may remove you from the filter in 18 months time and, for better or for worse, we can compare or contrast then.

All the best.

[judijudi] 03/2/2023 15:40

oak,
Another great top up opportunity for you again today
You must be ecstatic with the share price collapse
🤣😂

[yohoho] 03/2/2023 08:55

Get a room you two.Oak ridge by your own admission you don't own a share. So what's your interest? Or are you the Company PR posting?

[oakridge] 03/2/2023 00:36

From the other thread:

There isn't a single investor or trader in existence who hasn't taken a loss at some point in their career, Ashley. Well done on CBX...very pleased you made it all back AND some by the sounds of it. Even pro traders with decades of experience, and with access to the very best brains and collective pools of deep knowledge and the best tech will take losses from time to time. It happens.

Dismiss anyone who tells you otherwise.

'Owning' your losses and acknowledging them is crucial in this game.

Looks like you are still dealing with posters who are stuck on the issue of the companies premises / facilities! I've filtered several, but always aim to keep those with a sincere wish for genuine dialogue and debate unfiltered. Best to just leave them with their uncertainties, because if a company prospectus, official RNS announcements (which have to be reviewed by a nomad) and numerous press releases don't convince them of the facts, posters on a BB, such as you or I, wont stand a chance....and besides it should not be our job or focus.

Personally, the number of reasons I have to doubt the BOD, at such an early stage, (or deny what the company has so far announced) runs at precisely zero.

Thumbs up to the figures on our potential harvest. Here are a few more figures:

The number of users of prescribed medicinal cannabis in the UK ALONE is thought to be over 17,000. It saw a 425% increase in 2021. The average expense for a cannabis patient is £200 a month, with an 80% retention rate. The opioid issue in GB alone is one of the worst in Europe, with a high percentage of users with an addiction issue for a drug that no longer brings benefit.

The size of the market in Europe alone, for prescribed and unprescribed medicinal cannabis, is 23 billion euros.

The established and predicted growth rates for Germany alone (HELD's initial target market) are vast and published in the prospectus.

54k kg per annum will be HELD working to full capacity and after a period of phased expansion (which will take time) all of which they've been granted licenses for. If peeps want to try to bring some perspective to that figure, they should check out what the current ANNUAL (kg) demand for the WHOLE of Europe is. It will give some impression as to how big HELD COULD potentially become and how significant a player they COULD be. As RAI said, HELD's granted license is one of the largest awarded in Europe to date. Of course, it wont come immediately and there will be some fluctuation in prices over the years, but the potential economies of scale offered by their site and the competitive cost of production (for all the reasons we've discussed) mean that they stand of a good chance of remaining competitive where certain others might begin to struggle.

Another approach could be to completely detach yourself from HELD and imagine being another potential producer of, or investor in, another Western European cannabis firm.

The question:

Would HELD concern you?

I think you would find some legitimate reasons to be concerned:

Do they have cash? Yes.
Enough to secure initial sales? Yes.
Have they lined up or secured any customers? Apparently so, yes.
Are those initial deals believed to be of meaningful volume? Apparently so, yes.
Do they have the capacity to scale up and fulfil larger and larger contracts? Yes.
Do they have a license granted for that expansion? Yes.
Do they have access to more capital if needed? Potentially, yes.
Are their water costs cheaper than ours? Almost certainly.
What about their other energy costs? Almost certainly cheaper.
Is the regional climate generally more supportive to their aims, than ours? Very possibly.
Can they supply cheaper labour? Most probably.
Do they have any talent or anyone who has 'done it before' on their BOD? Yes. Several.

Even if the above DIDN'T concern you, you would at least think HELD has half a chance at becoming an established player in the space, and thus worth considerably more than it is at present.

Today saw the largest trading volume in the shares since around the time of the listing in December. But at 81M, it is still an incredibly very small figure.

As I suggested in an earlier post, IMO the shares have fallen due to a worked sell but I do not think it will be long till the demand side kicks in as the capitalisation reaches a level that the market can no longer ignore. The MM's job, although sometimes shrouded with mystery, sculduggery, smoke and mirrors, is ultimately to process orders from both sides, to 'make a market' (funnily enough) and to match supply and demand....and all whilst making a killing in the process.

IMO I do not believe the FALL in price, mainly due - it would seem - to Mr 10M (singular), is representative of the overall MARKET consensus of this very young company or indeed its future prospects. And so, on the info currently available, I will continue to monitor HELD and judge the present weakness as an opportunity, at least until anything emerges to suggest the contrary. Adding at certain points and being more concerned with the mkt cap I'm buying in at and less obsessed with where the floor of the share price might be.

I watched KNB for over a year before hitting the buy button.....but IMO I don't think HELD's depressed state will be as protracted at KNB's...mainly because HELD has launched into a flat space (soon to change imo) and is just so close to revenues. In contrast, KNB launched into a very heady space (the peak of the cannabis hype) but was, at that time, a long way off meaningful revenues (and has shown some hefty expenses in the meantime): all in all a recipe for a long 'hangover'. And I say that with no disrespect to KNB as I do not believe this is a situation where you have to rate one company over the other. It is simply a matter of timelines.

All imo as always. NAI. ADYOR and RYOC.

[oakridge] 03/2/2023 00:26

There isn't a single investor or trader in existence who hasn't taken a loss at some point in their career, Ashley. Well done on CBX...very pleased you made it all back AND some by the sounds of it. Even pro traders with decades of experience, and with access to the very best brains and collective pools of deep knowledge and the best tech will take losses from time to time. It happens.

Dismiss anyone who tells you otherwise.

'Owning' your losses and acknowledging them is crucial in this game.

Looks like you are still dealing with posters who are stuck on the issue of the companies premises / facilities! I've filtered several, but always aim to keep those with a sincere wish for genuine dialogue and debate unfiltered. Best to just leave them with their uncertainties, because if a company prospectus, official RNS announcements (which have to be reviewed by a nomad) and numerous press releases don't convince them of the facts, posters on a BB, such as you or I, wont stand a chance....and besides it should not be our job or focus.

Personally, the number of reasons I have to doubt the BOD, at such an early stage, (or deny what the company has so far announced) runs at precisely zero.

Thumbs up to the figures on our potential harvest. Here are a few more figures:

The number of users of prescribed medicinal cannabis in the UK ALONE is thought to be over 17,000. It saw a 425% increase in 2021. The average expense for a cannabis patient is £200 a month, with an 80% retention rate. The opioid issue in GB alone is one of the worst in Europe, with a high percentage of users with an addiction issue for a drug that no longer brings benefit.

The size of the market in Europe alone, for prescribed and unprescribed medicinal cannabis, is 23 billion euros.

The established and predicted growth rates for Germany alone (HELD's initial target market) are vast and published in the prospectus.

54k kg per annum will be HELD working to full capacity and after a period of phased expansion (which will take time) all of which they've been granted licenses for. If peeps want to try to bring some perspective to that figure, they should check out what the current ANNUAL (kg) demand for the WHOLE of Europe is. It will give some impression as to how big HELD COULD potentially become and how significant a player they COULD be. As RAI said, HELD's granted license is one of the largest awarded in Europe to date. Of course, it wont come immediately and there will be some fluctuation in prices over the years, but the potential economies of scale offered by their site and the competitive cost of production (for all the reasons we've discussed) mean that they stand of a good chance of remaining competitive where certain others might begin to struggle.

Another approach could be to completely detach yourself from HELD and imagine being another potential producer of, or investor in, another Western European cannabis firm.

The question:

Would HELD concern you?

I think you would find some legitimate reasons to be concerned:

Do they have cash? Yes.
Enough to secure initial sales? Yes.
Have they lined up or secured any customers? Apparently so, yes.
Are those initial deals believed to be of meaningful volume? Apparently so, yes.
Do they have the capacity to scale up and fulfil larger and larger contracts? Yes.
Do they have a license granted for that expansion? Yes.
Do they have access to more capital if needed? Potentially, yes.
Are their water costs cheaper than ours? Almost certainly.
What about their other energy costs? Almost certainly cheaper.
Is the regional climate generally more supportive to their aims, than ours? Very possibly.
Can they supply cheaper labour? Most probably.
Do they have any talent or anyone who has 'done it before' on their BOD? Yes. Several.

Even if the above DIDN'T concern you, you would at least think HELD has half a chance at becoming an established player in the space, and thus worth considerably more than it is at present.

Today saw the largest trading volume in the shares since around the time of the listing in December. But at 81M, it is still an incredibly very small figure.

As I suggested in an earlier post, IMO the shares have fallen due to a worked sell but I do not think it will be long till the demand side kicks in as the capitalisation reaches a level that the market can no longer ignore. The MM's job, although sometimes shrouded with mystery, sculduggery, smoke and mirrors, is ultimately to process orders from both sides, to 'make a market' (funnily enough) and to match supply and demand....and all whilst making a killing in the process.

IMO I do not believe the FALL in price, mainly due - it would seem - to Mr 10M (singular), is representative of the overall MARKET consensus of this very young company or indeed its future prospects. And so, on the info currently available, I will continue to monitor HELD and judge the present weakness as an opportunity, at least until anything emerges to suggest the contrary. Adding at certain points and being more concerned with the mkt cap I'm buying in at and less obsessed with where the floor of the share price might be.

I watched KNB for over a year before hitting the buy button.....but IMO I don't think HELD's depressed state will be as protracted at KNB's...mainly because HELD has launched into a flat space (soon to change imo) and is just so close to revenues. In contrast, KNB launched into a very heady space (the peak of the cannabis hype) but was, at that time, a long way off meaningful revenues (and has shown some hefty expenses in the meantime): all in all a recipe for a long 'hangover'. And I say that with no disrespect to KNB as I do not believe this is a situation where you have to rate one company over the other. It is simply a matter of timelines.

All imo as always. NAI. ADYOR and RYOC.

[ashleyjv] 02/2/2023 14:15

You are going to deny that the facilities exist until the end of days but I'm ok with that, believe what you like.

I did lose a bit on CHLL but killed it on CBX. The profit I got from CBX was nearly 7 times my loss on CHLL

I have since decided that medical cannabis is the way forward.
Medical cannabis Flowers retail at a starting price of £5.00 per gram.
Our maximum harvest is 54000000g (Per annum) = £270,000,000.00 even with all the deductions and expenses etc, we are talking about a lot of money.

[judijudi] 02/2/2023 12:06

With over 12.5 billion shares in issue the seller could have loads to off load yet
A bit of piddly buying is trifling when there are so many shares in issue
Big mistake to issue so many shares
imho

[yohoho] 02/2/2023 11:56

You have to admire Ashleylv and Oakridge's blind belief in this one, based on absolutely nothing. Still , a fool and his money etc... Were you a Chill shareholder? That went well.
Oh, and still waiting for evidence of the "facility"; the Company silence on this is interesting. Take a look at the latest news page on the website. Makes about as much sense as this entire set up.

[oakridge] 02/2/2023 11:28

A bombed out share price? Getting there.

But a bombed out COMPANY? I don't think so.

The company is far too new to the market, for 'the market' (as a whole) to have made such an AMPHATIC call on its performance or indeed its prospects. There is money to be made for those who can separate a share price, from the future potential of a business.

On the face of it HELD has very good prospects. Not only is it cashed up but it is very close to securing first revenues from selling product into a market which is both underserved and rapidly growing. This is a good scenario. It also has facilities and a license already granted that will enable it to grow rapidly and compete on price and economies of scale.

The source of the 10M sells is responsible for the drop in price. But I do not believe they are representative of 'the market'. Indeed 'the market' is probably ready and willing to buy in to the story, and will become increasingly prepared to as the seller makes the investment proposition all the more attractive.

The slight increase in buying seen so far today illustrates this, as the lowly market cap becomes increasingly compelling from a buy perspective.

If the seller is ever exhausted there is the potential for a strong bounce at HELD and hopefully this will coincide with a run of good news from the company, including the confirmation of first revenues and a growing order book. The arrival of a buyer wishing to take up a meaningful position - on or off market - would also help and get the seller cleared.

I've added another tranche today utilising some of my KNB profits.....NOT because I think we've necessarily bottomed out, but because to do so here is, IMHO, to pick up stock at a very reasonable mkt cap; ultimately my overall position will be built from a number of purchases and it is volume acquired and the average price paid that matters.

Buying shares amid spells of great cynicism and/or fear has worked well for me. But in order to do that you have to believe in the longer term success of a business or at least think things will become a lot brighter for it, than they are at the time of purchase. HELD is just two very short months into its journey, is two months closer to revenues, has taken on proven staff and recently issued reassurances to the market.........yet is is valued more lowly than it ever has been.

The seller (singular) is responsible for the poor or doubtful sentiment here, not the company.

They are entirely different things.

If the seller ever clears these will move up and rapidly imho. However, in that scenario it will more than likely be much harder to get easy volume within the spread. We know from experience that will happen, as buy limits were always pulled very quickly, before the arrival of Mr 10M.

ADYOR etc and NAI

[captainjack1] 01/2/2023 22:17

Very disappointing for all shareholders, can't believe it's still going down. Any idea why so many shares were issued originally? The business sounds like it has potential but how low will the share price be when this is realised? Hoping it recovers (and soon) for all those invested. GLA

[awp5000] 31/1/2023 22:47

Does anyone think this could drop to 0.01?

[yohoho] 31/1/2023 17:48

Not at all Ashleyjv. More grist to the mill.

[one_frankel] 31/1/2023 16:54

Does an ongoing weakening share price concern you Oakridge!

[oakridge] 31/1/2023 16:04

Calculating the mkt cap can often be preferable to just watching the share price and the graph it plots, particularly for a newly listed company. The two are joined at the hip of course, but focussing on the mkt cap can bring a certain perspective, which the headline share price itself doesn't.

One has to look at what a company has, what it doesn't have, timelines and the broader market....and form an opinion of what that's worth.

AIMO NAI ADYOR.

[comedy] 31/1/2023 15:53

thanks oakridge

[oakridge] 31/1/2023 15:14

Be wise to the situation and remember, the MM's have a job to do. It is not your job to help them when it is not in your interests to do so.

[oakridge] 31/1/2023 14:56

Quite right comedy. Use the situation to your advantage.

The seller's decision is out of your hands, but YOU can decide if to buy or not or what price you are prepared to buy at.

A weak share price in the meantime doesn't concern me.

[ashleyjv] 31/1/2023 14:24

Are you changing Tack now? You tried to get everyone to believe that there were no buildings now you're saying the Greek can't manage companies

[comedy] 31/1/2023 13:52

no point helping mr 10mill get out at a higher share price ..as will take longer to get out...so lower price...higher volume off overhang taken out.