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| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Hellenic Dynamics Plc | LSE:HELD | London | Ordinary Share | GB00BRXCFB77 | ORD 0.1P |
| Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.05 | -2.17% | 2.25 | 2.20 | 2.30 | 2.30 | 2.25 | 2.30 | 979,287 | 15:49:49 |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Gen Contractor-nonres Bldgs | 0 | -4.86M | -0.0004 | -56.25 | 281.93M |
| Date | Subject | Author | Discuss |
|---|---|---|---|
| 17/6/2023 22:57 | https://mjbizdaily.c | pirates4 | |
| 17/6/2023 22:56 | Canada's Wayland Group owns 50% of Demecan, according to previous disclosures. | pirates4 | |
| 17/6/2023 22:52 | https://www.globenew | pirates4 | |
| 15/6/2023 13:08 | Now recently halved in price This is what you get when delays are rns’d Under promise and over deliver Not rocket science Imho | judijudi | |
| 14/6/2023 22:18 | The agreement strengthens Hellenic's client base and creates more value for shareholders. | pirates4 | |
| 14/6/2023 22:12 | https://cannareporte | pirates4 | |
| 14/6/2023 21:55 | https://www.proactiv | pirates4 | |
| 14/6/2023 19:21 | Hi Oakridge, Not at all. As I said, I've got two learning experiences for 1 here : I learned a bit about the workings of SPACs and a bit about the cannabis industry, for a modest outlay and a manageable loss. I see, from a cursory look at your own posting history, that we've followed a similar path ORPH>SPAC >HELD, although your focus has been and remains a lot narrower than mine. 'In theory, there's no difference between theory and practice. In practice, there is' It's perfectly possible to go to Las Vegas to learn more about poker (because some people make good money at it; play for a while, cash in your (remaining) chips when you realize you haven't understood as much as you thought; and hang around to learn a bit more about how the game is played...and what to watch out for. It's also always educational to see confirmation bias in action. Been there, done that, got the T-shirt. HTH and ATB | extrader | |
| 14/6/2023 17:16 | https://www.theguard | pirates4 | |
| 14/6/2023 17:09 | https://internationa | pirates4 | |
| 14/6/2023 17:02 | Demecan wants to expand. | pirates4 | |
| 14/6/2023 16:28 | Extrader, you say you're an erstwhile banker, but also someone who sold after the drop and then declared (post 905) "I'm a bystander who's now looking to educate himself about a potentially significant new industry." Funny way to go about things (?) | oakridge | |
| 14/6/2023 15:58 | A video on the company's website, with a tour showing the current status of the facilities and sight of the plants under cultivation might address some of the concerns being expressed. As an erstwhile lending banker, it was always good practice to 'kick the tyres'. Mind you, I'm aware of a colleague who went on a site visit that for some vaguely plausible reason had to be done after dark. It subsequently transpired that he'd landed in one country and been spirited into then sanctioned South Africa, where the factory was actually located.... Oops! | extrader | |
| 14/6/2023 15:35 | It will be interesting to see if or when HELD receive a downpayment from this distributor, (and potentially others) if they effectively forward sell a couple of years worth of white label cultivation. Rai said he has talked with 30 distributors this year, none of whom want to pay more for EU-GMP flowers when they've implemented this standard themselves in house (which in any case is mainly around post harvest activities, which could be costly to held). If GACP is sufficient and the distributors need flowers, and HELD can sell them GACP flowers (or allow them to grow GACP flowers) then I can see the argument of lower initial and ongoing cost to HELD, a cleaner model, and most probably bigger revenues and sooner....as there *could* be much more rapid scaling to HELDS hitherto phased approach. What we do know is the market is very large and growing - quickly - and the plants will need to be grown. If demand is outstripping supply, then that's very good news for us. Distributors will be looking for three things: 1) specificity, 2) reliability and 3) scale - all at a competitive price. If HELD can offer that and can effectively pre-sell POD agreements, we could see something very good happen. Their location, utility costs, labour costs, site size and licence size on the face of it, all seem a good fit. Not a lot more to say till we get another run of RNS'.....but it's certainly going to be interesting to watch play out. I've bought the dip quite heavily and time will tell if I was right or wrong. AIMO etc & ADYOR. | oakridge | |
| 14/6/2023 15:32 | Thanks Oakridge, your posts are always very informative and give a balanced view. I completely agree that we should be at the start of a news rich period which if all goes to plan as per their last RNS should see the share price a lot higher. The whole POD side business could be a very shrewd move on their part. A new business concept in this space that as far as I can tell is unparalleled. Like yourself Oakridge I endevour to buy into any further weakness :-) Again thank you for all of your informative posts Oakridge, always a good read! | kevin467 | |
| 14/6/2023 15:19 | In case you missed it ⬇️ Hellenic Dynamics (LSE: HELD) announces MoU with Demecan Holding, let’s recap: 🤝 Hellenic Dynamics has signed an MoU with Demecan Holding for the cultivation and supply of medical cannabis flowers. Thread continues ⬇️ Image 8:37 am · 14 Jun 2023 · 208 Views 2 Retweets 5 Likes Hellenic Dynamics @HellenicDynamic · 6h 🇩🇪 Demecan is the only licensed independent German company covering the entire value chain for medical cannabis in Germany. 📃 This MoU represents the first commercial agreement for Hellenic Dynamics under the expanded contract cultivation strategy.... Hellenic Dynamics @HellenicDynamic · 6h ...allowing medical cannabis distributors to have their own dedicated white label cultivation facilities by way of a Hellenic Dynamics Product Outsourcing Development ("POD") agreement. Hellenic Dynamics @HellenicDynamic · 6h 🏢 The agreement with Demecan is for an indoor cultivation area of 1,000 square meters capable of producing circa 1,200 kg of medical cannabis flowers per annum. 🌍 Hellenic Dynamics is in advanced discussions with other licensed European distributors for similar agreements. Hellenic Dynamics @HellenicDynamic · 6h 💰The strategy aims to cut production costs, enhance business turnover, and generate earlier cash flows. 💼 The agreement strengthens Hellenic's client base and creates more value for shareholders. Hellenic Dynamics @HellenicDynamic · 6h ✅ Hellenic Dynamics remains committed to excellence and compliance in its cultivation value chain. | oakridge | |
| 14/6/2023 15:14 | Hellenic Dynamics signs first deal after strategy tweak to adapt to 'Cannabis 2.0' market shift Hellenic Dynamics Plc - Medical cannabis producer Hellenic Dynamics Plc (LSE:HELD) shares bounced back slightly on the announcement of the first deal since flagging its "adapted" business strategy a week earlier. The specialist cultivator of medical cannabis flowers, which owns a near-200,000 sq m facility in Greece, has signed an agreement to cultivate and supply to Demecan Holding, a German medical cannabis producer and distributor. Demecan, like many producers, has moved from cultivation into distribution and works to secure product from other medical cannabis cultivators to ensure reliable and continuous supplies for patients in its home country. Part of Hellenic's strategic tweak last week was to expand its contract cultivation strategy so medical cannabis distributors, such as Demecan, will be able to reserve a dedicated area of the Hellenic facility for a 'white label' cultivation facility, under what it is calling a product outsourcing development or 'POD' agreement. The London-listed company plans to add more such contracts while continuing to also focus on cultivating its own crop of medical cannabis plants. Instead of investing more funds and time into the construction and certification of its facility under the EU-GMP (good manufacturing practice) rules, Hellenic said it will instead focus its cultivation and supply of GACP (good agricultural and collecting practices) flowers to distributors that have the EU-GMP certification themselves. As such, last week's announcement, said chief executive Davinder Rai, was less a change of strategy that an adaptation to the evolution of the medical cannabis industry over the past year and a half into what he calls Cannabis 2.0. "The industry has moved from a cultivators market to very much a distributors market - and distributors are far closer to the end patient and know what the patients want, having built up over the past five years a great understanding of patient demand. "We've reacted to that market. I've spoken to 30 distributors last six months, not one single one of those wants to buy EU GMP flowers, where the wholesale price is marginally higher than the GACP price. So building a GMP facility didn't really make sense for us." Instead, he said Hellenic's focus "will simplify our lives so much - we can control that vertical by saying we are a cannabis cultivator that cultivates cannabis, we sell cannabis and we don't need to get involved with the other parts of the business because our customers already doing that." By allowing distributors Demecan and others to "move one step up the vertical" by allocating them some cultivation space with the aim of allowing Hellenic to pre-sell its products two years in advance, the board thinks this will create more value for our shareholders. | oakridge | |
| 14/6/2023 15:06 | Correct. Cultivation is in essence the growing / production of. Harvesting is harvesting. kevin467, you make fair points in your post 923, however I try to see the opportunity in any given situation. The latest update suggests a good level of news-flow to come over the coming weeks and just maybe some of this news-flow will clear a number of questions in investors minds (?). That's not a given, but I think there is a good chance of it happening. Issues around the Ops license, the scope of the fit-out achieved, the signing of other POD agreements and an up to date comparison of our achieved initial cultivation rate vs the previously intended Phase 1 rate for 2023, might all help bring some perspective, irrespective of whether we are a couple of months behind schedule or not. If more POD agreements follow and HELD can show that these agreements are being actioned and the scale of cultivation is level with or perhaps ahead of that intended (and without the capex and forward costs) then the shares should see a decent recovery imo. It can certainly go against rational thinking, but my best returns have always been made from buying weakness and doubt and selling enthusiasm and certainty. But I accept it can be very hard to master and doesn't always work out. The shares are currently a long way off the very recent >0.20p highs, where people were scrambling to buy decent volumes. So I question whether the shares are oversold and whether they are much better value now, post the change in tack, or whether the change in business model really is that problematic. Given that the first RNS was so unexpected combined with being so poorly composed and seemingly 'incomplete' and thin on information, I think this may have served to exaggerate the situation.....a situation which has already seen some improvement in yesterday's RNS, which read like a main market RNS and suggested that further news is to follow. HELD are again buoyant on the tweets today and seemingly confident on what is to come. We'll see what's announced and I don't think we will have to wait too long for it. AIMO ADYOR NAI etc etc. | oakridge | |
| 14/6/2023 14:07 | Cultivation being the growing of plants, Harvest being the cropping of plants. No abiguity on the wording used. If they refer to Harvest they mean the crop has been produced and time to cut the blighters down :-) | kevin467 | |
| 14/6/2023 13:49 | Cultivate means to prepare (The ground etc) to grow crops and obviously Harvest is to pick them. Are we just assuming they mean Harvest when they use the word Cultivate or are they talking about the next crop. | ashleyjv | |
| 14/6/2023 13:34 | It might take off once or if we hear any news relates towards an NHS award. | pirates4 | |
| 14/6/2023 12:58 | Personally I would like to know what has changed from the earlier RNS (Jan23) that had a couple of key Highlights · Phase one cultivation fit out strategy well underway · On track for first harvest in mid-2023 Given that the facility has the ready built infrastructure already in place I cant see how it is taking so long to "fit out" from Januarys update. This is not that difficult and should not take this amount of time. With that said they could well have everything in place and ready to go which begs the question how they are not well underway. Leads me on to "On track for first harvest in mid-2023". This for me was really disappointing and that statement alone was completely wrong. Harvest means Harvest and when we were all waiting for the update on the harvest we get told we can expect harvest September time I think it was, so completely missed that target. I would like to see more shareholder engagement and transparancy from the company as at the first hurdle they have lost my confidence and trust. Knowing what i do about the cultivation of this wonderful plant there is actually very little to go wrong throughout the whole process especially as they have experts to ensure climate / lighting / nutrients etc are monitored. Main risks to cultivation being things like Bud Rot / Spider Mite / Aphids etc again would be covered by the experts prior to and throughout the grow as prevention is better than the cure for sure. The facilities they have are absolutely ideal to cover all of this. I think an RNS stating they have ALL the necessary licences would certainly be welcomed as this is still unknown. If they have been cultivating a base of plants for cloning we can expect once "cloned" 2 weeks to take root, 4-6 weeks vegatative state, 6-8 weeks flowering, flushing and 2 weeks drying / curing. Rinse & Repeat. Hopefully we can get more of an update soon on licences and where we are in the cultivation cycle. Be good to know how many plants are on the ground once underway! Best of luck to all. | kevin467 | |
| 13/6/2023 13:45 | Otherwise they wouldn't be cultivating and harvesting in Greece, they have to be compliant to regulations. | pirates4 | |
| 13/6/2023 11:24 | Also, a thought that occurred to me was that certain parts of the facility may actually be EU-GMP compliant (for example, let's say bunker 1), enabling them to grow and market a limited amount of their own product on reoccurring cycles (as originally planned)......but they have opted to 'POD' other parts of the site to distributors who themselves have the EU-GMP and therefore, not waste time and money in implementing EU-GMP themselves on those other parts of the facility. That theory would make sense and would certainly accelerate the pathway to revenues and scale, as stated in today's RNS. I might be wrong, but on the info available and reading between the lines, that is my best guess as to where we are at. It might also explain why HELD are apparently (?) still eagerly looking to buy up growing and activation equipment. Wearing a cynics hat, it might be easy to judge that this is still for the initial, limited fit out.........but it might actually be a result of going for volume, quicker, via POD agreements and where further commissioning of the site is required asap (ie quicker phasing). If they do get EU-GMP for their own limited grow and processing area (not a stretch too far, I'm sure) this could be the precursor to the Ops license.........with only GACP for the rest of the site and where those incoming distributors who DO have EU-GMP is sufficient to grow in scale. IF that is the case and I'm broadly on the money, it would seem scale and larger revenues would indeed likely come sooner to HELD and, crucially, at a lower CAPEX, and with no associated onward cost of sales. Again, all speculation on my part, I might be correct, partially correct or entirely incorrect, so ADYOR etc and NAI. | oakridge | |
| 13/6/2023 11:14 | Edited below. | oakridge |
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