Hellenic Dynamics Share Discussion Threads

[oakridge] 17/4/2023 08:46

Something brewing at last? The buy volume has started to firm up here over recent sessions.

[ashleyjv] 14/4/2023 14:23

I think that most countries will go that way. I know the UK conservatives sent a group of people to Canada for information and advice etc concerning legalising it.

[boxerdogz] 14/4/2023 13:11

Should imagine quite an impact across the EU ?

[ashleyjv] 14/4/2023 10:52

I was guessing towards the end of June but I know that could be a bit optimistic

"The Company expects to complete the initial fit-out and activation phase of its facility during Q1 2023 which will enable it to cultivate, harvest and supply its pre-allocated medical cannabis flowers to its off-take customers in Germany during mid-2023"

[oakridge] 14/4/2023 10:39

Ashley, I think first harvest is due towards the end of Q2 financial, (as apposed to calendar).

[ashleyjv] 12/4/2023 10:00

First harvest is due in a few short weeks then, we can discuss the listing price lol

[judijudi] 12/4/2023 09:57

At an all time low since listing

[wrtmf] 11/4/2023 14:47

cheers oak - '6 Expected cultivation cycles per annum'
about 9 weeks per cycle.

[everton448] 11/4/2023 11:53

Another new low. All very odd.

[oakridge] 11/4/2023 07:38

From my earlier post wrtmf:


* HELD have been granted one of the largest cultivation licenses in Europe.

* Based in a secure, ex UN facility in Northern Greece.

* Fully funded to first sales, anticipated in late Q2.

* Term sheets already signed with distributors into primary market of Germany.

* Germany with 300K existing patients (2020) with 70% of prescriptions covered by insurance.

* 10.7 tons of medicinal cannabis imports in 2018.

* 20.8 tons of medicinal cannabis imports in 2019.

* 31.5 tons of medicinal cannabis imports in 2020.

* Potential to sign other significant contracts into continental Europe.

* 25 Countries now on stream and open for medicinal cannabis prescription.

* European mkt anticipated to be worth 37 Billion Euros by 2027 (this is twice the size of
the Canadian and North American Markets, combined).

* UK is intended secondary market, with the potential to address the current opioid epidemic (540k patients
currently addicted to prescribed opioids). 26% of uk population suffering from chronic pain.

* Strategically located in Northern Greece to have one of the lowest cost of production anywhere in Europe
(labour, energy, climate all ideal + own water supply).

* 0.06 euros kn/h.

* 0.00 euros water.

* 48 miles from major freight airport to all main European sales destinations.

* The growing site has already received significant investment.

* Expansion to be phased in line with contracts and growing demand. Expansion intended to be
funded through sales.

* Total area of site: 195,506 M2. 3.8km perimeter.

* License and scalability of the site good to 54,000 kg dried flowers per annum.

* As a comparison, CEL's UK facility is good for circa 5000 kg, with the associated inflated
costs of UK energy / production / labour.

* 6 Expected cultivation cycles per annum.

* Intention / aspiration to penetrate UK market via the NHS and compete on quality and
price.

* Growing from clones to ensure product stability.

* Key staff appointed to the Development Team eg Carl Haffner (ex Avida Global). Proven
track record in achieving a large-scale medical cannabis cultivation and extraction
facility in Colombia achieving all necessary certifications including ISO, GACP & EU-GMP.

* We are Main Market, not AIM.

* Strong advisory board, with Hannah Deacon as a key, high-profile advocate.

......................................

* Memorandum of Understanding with ELGO-DIMITRA - Institute of Plant Breeding and Genetic Resources of Greece

* Appointment of Katherine Fleming to its Advisory Board. Katherine is currently the President and CEO of the J. Paul Getty Trust, the international cultural and philanthropic institution, overseeing its 1,500 employees and US$8.5 billion endowment fund.

[wrtmf] 11/4/2023 06:27

consider how many advisors over the protracted fca process took fees in shares over £s?
is it 9 weeks for a production cycle from cutting to cropping/drying? or was it 9 cycles per year?
about 2 weeks to get equipment installation complete or they could miss q2 first sale/income?

[comedy] 06/4/2023 17:26

Seems like mr.10mill sell has endless stock??? Any idea the seller???

[oakridge] 03/4/2023 08:22

Is that a 20M buy to start the week with?

We're moving into an important quarter for the company.

[xcap1] 28/3/2023 15:35

Any near term milestones/catalysts? We should be hearing about

[oakridge] 28/3/2023 13:16

Could be a delayed trade here. But the buy quotes, even for a small quantity, are already at full ask again. Odd. May uptick again if any support arrives this afternoon.

I think yesterday's appointment was a significant and reassuring development.

The Greek government obviously hold K.F. in the highest regard; very good therefore to have her on our Advisory Board.

Once again, I would like to see some buying from within the company at these levels. A c.10M valuation is very low.

[oakridge] 28/3/2023 12:42

Nothing to suggest anything to the contrary thus far, comedy. That is their plan.

Confirmation of cash flows and perhaps other supply agreements into Europe and we should move much higher imho.

ADYOR etc

[comedy] 28/3/2023 11:49

hoping we get first crop next quarter.

[comedy] 27/3/2023 17:17

Bought another mill plus. Most of portfolio all in here now. Gl all holders

[oakridge] 27/3/2023 06:47

Very pleased.

The story is building.

Hopefully an operations update this quarter and perhaps even the inking of further supply agreements.

In the meantime, are the shares on sale? Time will tell if accumulation at these levels was prudent. I have only added at these prices for the medium term.

ADYOR etc

[oakridge] 27/3/2023 06:43

First a five year research agreement with a Greek government department.....and today what seems to be a very high quality appointment. Interesting that HELD, even at these early stages, is able to attract such interest:

Hellenic Dynamics PLC Appointment of Katherine Fleming to Advisory Board
27/03/2023 7:00am
UK Regulatory (RNS & others)

Hellenic Dynamics (LSE:HELD)
Intraday Stock Chart

Monday 27 March 2023

Click Here for more Hellenic Dynamics Charts.
TIDMHELD

RNS Number : 2334U

Hellenic Dynamics PLC

27 March 2023

27 March 2023

Hellenic Dynamics plc

("Hellenic Dynamics" or the "Company")

Appointment of Katherine Fleming to Advisory Board

London, 27 March 2023: Hellenic Dynamics plc (LSE: HELD) a medical cannabis cultivation company, is pleased to announce the appointment of Katherine Fleming to its Advisory Board. Katherine is currently the President and CEO of the J. Paul Getty Trust, the international cultural and philanthropic institution, overseeing its 1,500 employees and US$8.5 billion endowment fund.

Katherine previously held the position of Provost and Professor of History of New York University, the largest private university in the United States by enrolment, where she is also the Alexander S. Onassis Chair of Hellenic Studies. As Provost, she oversaw the University's global academic strategy and was responsible for budgetary allocation. Past international appointments have included serving as President of the Board of the University of Piraeus, Greece and as associate member of the faculty of the École Normale Supérieure in Paris, France.

Katherine holds a number of honours including being named to the French Légion d'Honneur and being decorated by the Greek Government as a commander in the Order of Beneficence. In 2016 Katherine was recognized for her contributions to Greek culture by being granted honorary Greek citizenship.

Katherine will assist Hellenic Dynamics both domestically in Greece with her strong and well-established relationships, as well as on the international stage as it aims to be the dominant supplier of THC medical cannabis products in Europe.

Hellenic Dynamics is a medical cannabis cultivator specifically focused on the cultivation and supply of tetrahydrocannabinol (" THC") dominant strains of medical cannabis flowers destined for the rapidly growing medical cannabis markets across Europe. In December 2022, Hellenic Dynamics became the first medical cannabis cultivator to list on the London Stock Exchange's main market for listed securities.

Davinder Rai, CEO of Hellenic Dynamics, commented:

"We are honoured to have Katherine join our Advisory Board and I personally look forward to working with her. Katherine brings a huge breadth of experience that will benefit Hellenic both domestically in Greece and in wider Europe."

Katherine Fleming, commented:

"I'm delighted to join Hellenic Dynamics, which connects two worlds about which I care deeply: patients for whom medical cannabis can improve their quality of life and outcomes, and Greece - a country with massive potential for being the leader in the European medical cannabis cultivation space."

[judijudi] 27/3/2023 06:08

Seems a decent appointment

[jasko] 22/3/2023 08:57

Now just need the tick up:-)

[oakridge] 22/3/2023 08:19

A collaboration with a partner who is in the public sector is the encouragement. It suggests long term local governmental support for HELD's ops. The Greek government has, I believe already stopped import of medicinal cannabis, favouring instead to supply home-grown for the domestic population. I've already said that I think HELD will be the likely supplier of choice domestically. Working with an established government body on the research and protection side, with the necessary knowledge bank, seems like a good choice in respect of the long-term viability of the company. It probably also means they will have access into a leading skill-set and established genetic research infrastructure at an eventual price (probably royalties or a profit-share) infinitely less that trying to do this work alone, or even outsourcing it.

CEL propose to do similar I believe, but it would be interesting to see how they are going about it and how taxing their approach will be to their ongoing cost base.

[oakridge] 22/3/2023 08:12

Edited below.