Hellenic Dynamics Share Discussion Threads

[oakridge] 09/3/2023 08:05

Good to hear from you gozo.

I share your viewpoint.

The 10M seller (one source it seems) is the principal reason we are where we are. Given the buy levels which continue to arrive here, albeit sporadically, we probably would be trading at >0.4p imho.

Cheers for now.

[gozo] 08/3/2023 16:36

Hi Oakridge, Thankyou for all your diligent research.Still very keen and enthused by the HELD story. Good to see them getting the building blocks in place re staff and facilities.Still holding my pre ipo quota and will not be selling until the story properly unfolds May average down when funds allowGLA

[oakridge] 08/3/2023 08:35

Correct ash. Should be cropping towards the the end of Q2 all being well. There will be updates at HELD before then however.

An absolute plethora of articles and commentary now appearing on medicinal cannabis, just as I predicted for 2023. New releases and debates on a daily basis...radio, tv, print, media. Accelerated and bolstered in part thanks to Prince Harry's recent talk of the role of THC and psychedelics in his therapy. Whether you like him or not is irrelevant here of course....what matters is the elevated platform this sector now has and the amount of media focus and discussion around it.

Patient access in the UK will be expanded, in time, imo. We may drag our feet more than other countries...and I'm sure there will be regulatory twists and turns, but the level of prescriptions and usage is now heading in one direction imo. I expect there to be friction within our current conservative administration, but as there already appears to be supply constraints for the limited channels that DO exist, which of course is good for HELD.

Last night there was a very worthwhile phone-in / debate on LBC after midnight. It should be available to listen again. It included doctors, psychologists and interestingly the head of CLEAR (of Cannabis Law Reform). Even the professional commentator who held conservative and cautious perspective towards the prescription of THC conceded that she wouldn't rule out prescribing it in the future and made passing reference to the growing body of evidence in pain control.

Also discussion around the need for clinical trials to gather more data and the complications around this; 'traditional' big pharma drugs often contain only one active molecule, which makes them relatively 'easy' to assess and control in a clinical trial where as cannabis therapeutics can contain several hundred active molecules. That said, the contributors pointed to the growing body of evidence for the likes of pain control and said this bodes well for those who were supportive of increased patient access.

[ashleyjv] 06/3/2023 16:29

Bit early Nappers "first harvest in mid-2023"

[nappers] 06/3/2023 16:07

Time for some news on Q2 production levels

[judijudi] 06/3/2023 11:25

And there we are
Single figures as predicted

[comedy] 01/3/2023 17:31

thank you oakridge. seems mr 10mill seller back today after a few days break?:)

[oakridge] 01/3/2023 12:55

Comedy, yes some heftier buys appearing on the recent retrace....hopefully a few larger buyers positioning themselves here and taking up the slack.

As long as the company progresses and performs operationally over the longer term, the share price will climb.....especially from this valuation. Re. the 10M seller....they can continue selling batches at 1p...1.5...2p a share as far as I'm concerned!

Best of luck with your sub 0.1p purchase. I don't think you'll be the only one buying the stock during these dips.

[comedy] 01/3/2023 12:26

plus no 10mill sell for a few days? finally ok to come out of bunker???

[comedy] 01/3/2023 12:15

well just bought the 5mill...wasnt sure if they would take it as low as 0.08p to buy again. but the big trades look like sucking up an stock at this region?

[oakridge] 01/3/2023 09:47

Haven't seen you for a while gozo. And I know from past conversations just how many SPC you were holding prior to us reversing into HELD - around 5 x more than me! I'm probably now on a par however as I have since been buying aggressively sub 0.1p. But maybe you have too?! GL.

[oakridge] 01/3/2023 09:41

Good to see larger buys now becoming a more regular occurrence here.

The 2 x 20M trades the other day were also buys it seems. Followed by a 13M this morning. First signs of peeps beginning to build meaningful positions(?) Very tempted myself to add again as we enter March.

I look forward to the day when buying becomes seriously busy here and the market really starts hitting on this company. Back to 0.25 in the very first instance. And it will happen imo and likely off the back of meaningful news.

You wont always be able to buy eight figure tranches here imo.

Buy, hold and be patient is the order of the day (year) imho.

ADYOR and GL.

[gozo] 28/2/2023 14:26

A bit like your I Q then

[judijudi] 27/2/2023 13:17

Back into single figures soon
Imho

[oakridge] 27/2/2023 12:25

Well the price was knocked by the 500K sell earlier and since then two x >20M batches have gone through above mid price so one can only assume these are buys and advfn's columns here are correct. That kind of volume, if sells, would probably have been done at a discount to the quoted bid.

It will be interesting to see how quickly the price corrects itself if any further buying arrives in volume.

A c. 40M purchase is a half-decent vote of support and the first hefty buy we've seen for a while....if indeed it was a buy.

[oakridge] 22/2/2023 22:32

Hellenic Dynamics
@HellenicDynamic
·
21 Feb
🎙️Recording rewind🎙ʊ39;

Last December, our CEO Davinder sat down with
@VOXmarkets to discuss our plans for the future.

A few months on and that ambition is unwavering.

If you missed it at the time, or just want to listen again, hit the link below.

[oakridge] 22/2/2023 14:38

The 1M is a buy. Stock is currently available under the mid-price.

[oakridge] 22/2/2023 12:27

Good on you boxer for resisting the trolls.....so far! The share price will, in time, do the talking imo. Nothing better than the filter button in the meantime.

As I recently said, a bit early to call whether the 10M seller was done. I suspected not, but at least now they will realise how much more they can get for their stock and HELD is more than capable of moving well on buying support.

Always good to 'pre-load' any retraces into your thinking and strategy (as well as the predictable arrival of mischievous and dessenting voices) BEFORE it actually happens. You are therefore prepared and not thrown off course.

We move close to March and I'm sure another company update.

There is now an absolute wealth of reading available online about the cannabis space, with new material appearing pretty much on a weekly basis and those other players releasing their own news and updates. All good to get a handle on things and where we might be heading. There is no time to twiddle thumbs!

100% retention on my HELD shares and looking for important, sector specific news as we move into March as well as operational updates from the company itself.

AIMO and ADYOR etc.

[xcap1] 20/2/2023 23:57

Good reading I meant

[xcap1] 20/2/2023 23:56

That a deep dive analysis Oak good trading No I'm Uk but was randomly on YouTube checking for something completely different and this video popped up and it was current jan 2023 https://m.youtube.com/watch?v=mdwH_p50tjoI think this is it but can't be sure copied the link correctly or it's the right one Medicinal cannabis is available in the US but it needs to be prescribed by a doctor and bought from a dispensary and he talks about cutting out these two elements so that they can be bought straight over the counter available to all adults Just get the feeling we are teaching an inflexion point

[oakridge] 20/2/2023 22:52

Thanks for that Xcap1. I take it you're based in the States?

What you describe would indeed result in a huge shift in market dynamics, as you say. In the case of pain control / relief, HELD's ceo has commented on the situation in the USA specifically. As you are no doubt aware there is currently an out of control opioid epidemic in the States....with a significant percentage of the population suffering from opioid addiction and where those drugs in many cases no longer work. Rai has pointed to the fact that in those States where medicinal cannabis is legally prescribed, the incidence of opioid dependence is much reduced.

In Europe (which will be HELD's primary target market), the culture around medicinal cannabis seems to be shifting now on a monthly basis. The period since 2017 in particular has seen very strong traction.

In the time it took for HELD to go through the listing process, a further six EU countries came 'onboard' and legalised medicinal cannabis. There are now a total 25 countries to sell into.

The issue now is more about improving patient access. This is something KNB are addressing as part of their 'end to end' model. A challenge, but the rewards potentially significant if they achieve it.

There are a number of reports due to be published this year (including one from the NHS) which again may provide / garner much greater support for the space and encourage and enable further patient access.

France have ongoing trials and the figures for efficacy and patient outcomes has been very impressive. But certain countries will require more evidence before opening further and making medicinal THC truly mainstream. Germany appears to be the most advanced market and the growth rates for the therapeutic coming out of that country are rapid......as they are from the UK too, which is a mkt still in its infancy....if that.

There are many ways to play the burgeoning cannabis space.....but I think suppliers of quality, raw material, who can do it in volume and at the right price will be worth backing. As I've posted before, HELD think they are on schedule to complete their maiden harvest in late Q2. They've term sheets good for two years supply and are in advanced talks with other European distributors too.

Time will tell if they are operationally competent, but so far so good and the latest recruitment of Carl Haffner can only be an encouragement in this respect.

I will dig out the sales records for EU over the past few years and also the projections. It's already an underserved multi B$ mkt. If HELD can grow and crop reliably every six weeks and expand in the way they've suggested they can, I think the company could do very well.

We will see.

2023 will tell us a lot and if they progress as hoped, we could be looking at a very different company in 18 - 24 months.....by which time I expect the mkt itself to have changed too; Rai has stated the plan is to grow the business with the mkt.

Barely looked at the trading here today as ADVFN has been utterly hopeless.

[xcap1] 20/2/2023 18:11

Obv make of that what you will

[xcap1] 20/2/2023 18:11

Was watching a YouTube video on this cannabis stuff Long term suffering investor His view was that we not get cannabis fed legislation approved this term BUT the way Biden will get around this is to pass thru approval at federal level Medicinal cannabis use over the counter That would be a huge shift in market dynamics He said right wing republicans will stomach this as a non vote loser and it it passed through congress We'll start to hear about this more in the mainstream by mid year he says and approval thru the us senate by Q3/4 Biden will need this for his 2024 re-election campaign (cannabis approval was a big pledge for Biden when he stood last time )

[realcooltrader] 20/2/2023 12:04

Mr 10m is back 🙁

[oakridge] 20/2/2023 10:31

Price: 0.1175 Bid: 0.115 Ask: 0.12

Up 2.17% according to the other place.