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mornington-oz - The first listing was GW Pharmaceuticals, then they moved to the Nasdaq - Just sold for $7.2 billion. GW are the biggest exporters of cannabis in the world from the UK, about 110 tons - I got their addresses if you fancy having a peek.

I am a big fan of MGC Pharma, they know what they are doing and they are pushing against the politics that surround medical cannabis. I mentioned on a previous post the importance of having Malta on board, it is very significant, there is no way any other company will get a license to grow in the UK, even more so withe GWP selling out - Which for MGC is another USP, a bit of market protection.

Currenlty CBD is illegal, MHRA have stated this - https://www.gov.uk/government/news/mhra-statement-on-products-containing-cannabidiol-cbd

https://phytovistalabs.com/cbd-uk-law-what-you-need-to-know/

Its grey as grey can get - Most if not all CBD sellers, producers got taken out by the MHRA in 2016, end of December - It went underground, with 3/4 months new or the same retailers opened up - Then Holland & Barrat went for it, MHRA did nothing, and everyone and his dog is now into CBD. Still the facts are the facts, MHRA have not updated their guidelines. IMO this is all being played out, a lot of top goverment people have made a lot of money from GWP, even Voltface have been creaming it in.

Have to see how this plays out, I still believe the CBD industry in the UK will be shut down, forced into pharmacies, and the likes of Holland & Barrate will need to buy from UK, or listed suppliers that the govement have signed off. All good news if you are investing in this company, a listed company in the sector. Why would MGC, the David Beckman CBD launch want independant shops, retailers, anybody selling CBD?

Part 3

As early as 2016, Brendan Kennedy was meeting with former Lib-Dem leader Nick Clegg and his former health spokesman Norman Lamb. Afterwards, the Lib-Dems became the first mainstream political party to call for legalization."
Over the coming weeks and months, no doubt the 'players above' as well as others, will insure that their brands are put in front of the The Department for Health and Social Care and the Medicines and Health products Regulatory Agency (MHRA), will now develop a clear definition of what constitutes a cannabis-derived medicinal product so they can be rescheduled and prescribed, with the help of? That is hard one to come up with!

The rest of the cannabis industry, who have over the last 30 years being pushing for legalization on all levels, will be isolated and more than likely will not have any chance of getting a license to grow and supply medicinal cannabis, or anything that comes from the cannabis plant. Effectively, its a closed shop and we are not invited to the party!

CBD - Cannabidiol, which is available presently in the UK, and incidental has been schedule as a class 2 drug last week, will now come under the lime light. I suspect that GW Pharma and the others will ensure the market is closed down in the UK, ensuring hundreds of companies are put out of business.

https://www.honeycolony.com/article/big-pharma-makes-move-epidiolex/?fbclid=IwAR1IeOsGg761tvBKzYem7p7qzO948FKkGq4SKrDgeTRD-EIiVPa0DKPvXfA

Part 2

Then we have Drugs Minister Victoria Atkins, her husband, Paul Kenward is the managing director of British Sugar, which coincidentally has a forty five five acre cannabis grow for GW Pharmaceuticals, producing Epidiolex.
Both the PM and Victoria Atkins have been strictly against any form of decriminalizing medical cannabis and recreational cannabis and are on record stating this over the years. Ministers insist the drug has “no medical value”
Geoffrey Guy - Chairman and founder of GW Pharmaceuticals - A Tory donor.

Paul Birch, a big conservative donor, one of the founders of Bebo - He has launched "Cannabis Is Safer Than Alcohol" (CISTA) a political party which wants to legalise cannabis. He is also the founder of Volteface - Who are Voltface? - Funny enough, they also want to legalise cannabis and took up the case of Charlotte Caldwell and her son Billy - who have been in the UK press in the last several weeks, one of the reasons the PM and Drugs Minister Victoria Atkins had to change tact on medical cannabis. Charlotte Caldwell has her own CBD Oil, which is claimed has cured he sons epileptic seizures, although it does not contain THC, which as we know cures the seizures, not the CBD. Tilray is a Canadian Cannabis Company:
'Billy’s mum Charlotte’s campaign is funded by Paul Birch, a multi-millionaire British tech tycoon. Mr Birch is the founder of UK think-tank Volteface, which has called for the legalisation of medicinal and recreational cannabis in the UK.
Charlotte was supplied with cannabis oil by Tilray, a Canadian company with close links to Volteface.

Tilray, which coincidentally last week announced plans for a $100m float on an American stock exchange, is owned by Privateer Holdings, a private equity firm whose other companies sell cannabis products for legal recreational use in America.
Privateer Holdings funded a trip to Seattle for Labour MP Jeff Smith and Tory MP Crispin Blunt, both of whom have been instrumental in driving the legalization Bill through the Commons.
A spokesman said: ‘Brendan Kennedy [Tilray CEO] volunteers his time on the advisory board of Volteface to help advise the organization about medical cannabis reform globally.

Part 1 - Was from 2018.

Medical Cannabis - The Hypocrisy

Its a bit long, but its worth the effort to understand what is really going on....
As someone who has been in the cannabis industry for the last 25 years, the news that the UK government is having a change of direction, comes as a great relief. As of yesterday, medical cannabis will be legal in the UK, with specialist doctors being able to legally prescribe cannabis-derived medicinal products by autumn this year. The home secretary Sajid Javid has agreed with reviews from the Advisory Council for the Misuse of Drugs and chief medical officer for England Dame Sally Davies that cannabis-derived medicine should be placed in schedule 2 of the 2001 Misuse of Drugs Regulations, and taken out of its current listing of schedule 1.

That sounds great, why the post?

Let's start with GW Pharmaceuticals, that started off on the A.I.M. (Alternative Investment Market) as a penny share company, today the share price which is quote on the London Stock Exchange at $152.00. They have a license to grow cannabis for medical purposes in the UK and have being do so for the last 15 years. The UK is the biggest exporter of cannabis in the world. The PM Theresa May, here husband Philip May, has a company called Capital Group Investment, which is the largest investor in GW Pharmaceuticals, the company owns 22% of GW Pharmaceuticals shares. GW Pharma produce Sativex and this year have launched Epidiolex, a anti-epileptic drug which is now FDA approved. GW Pharmaceuticals is also in Portugal, cultivating cannabis, trading under Terra Verde, which set up on land in Évora in 2014. Part of Britain’s GW Pharmaceuticals portfolio.

Here is the link - https://www.standard.co.uk/business/london-goes-to-pot-medical-cannabis-takes-off-after-landmark-stock-market-float-b919619.html

Some of the articles is nonesense ' Holland and supply is being negatively affected due to Brexit' that is plain and utter BS. If they are talking about the illegal market, yes, legaly no. GWP have it sown up, that is the biggest issue getting product into the NHS - Complete goverment corruption - Here is a piece of information, probably have to do in two parts, worth a read for LTH.

Understood, thanks. Why are you relying on what Roche predict? I don't understand why Roche predictions drives other listed companies SP.

I read this - https://www.reuters.com/article/us-roche-results-idUSKBN2A40MF

Roche have 15 covid tests, that tells me, looking at their turnover, they would love to control the market.

Computer909, I don't understand your thinking on the market is unknown or uncertainty persists?

Do you think testing is not going to carry on past May? Is that your point.

For me that makes no sense if that is the case, there is no way companies like GAD, Beckham, ODX would be investing in a 2 minute wonder. Have you seen the backers for GAD, that is not a mickey mouse outfit - 200+ staff they are ramping up too, to think testing will not continue and increase massively this year and into mid next year at the earliest at the best makes no sense to me. Everything I have researched, read on this board, other BB's, contacts I have in Pharma, research papers/Van Tam talking about Colindale, new IT, UK Gov signals, using my own gut instincts, tells me we are in for a very long haul.

Even if we park all of that, how do you track the new mutations. Jabs are here to stop people getting seriously ill, they do not want hospitals filled - They don't mind people getting the virus, but they are going to need to track this. A good example - UK tourism is worth billions up billions, that is not chicken feed. How are tourists going to come in and leave the UK. That is one sector.

Check this link out - https://www.visitbritain.org/visitor-economy-facts

Computer909, I see, I didn't realise that. I can't see why it would come with strings attached, maybe there is a clause to buy the machinery from the Gov at a discounted price - I cannot see a BOD signing off a lower price per product on the strenght of receiving machines - If it is, the the pricing structure could be on a sliding scale, until the machines are paid off - If they have CK has done a deal like this, then you would think it benefits ODX - If orders tail off, they can use that loan machines for other customers. Lots of if's.....

I am not sure about the bunsem burner - If I was offered machines, I used to have CNC machines for manufacturing body jewellery, if a company offered me machines on loan/or for free I would take them, why not. If you buy a machine, you have to outlay the cash, then over 4 years you can write the machine off (HMRC) The more machines are worked, the more parts that get replaced as well as technolgy moving on - Your machine you bought from two years ago is now outdated, now what? Loan away, best move a company can make.

For a lot of LTH, investors, board members who give a lot to the board, some/a lot are frustrated, me too a bit. But, for me I think two things.

1) Is the BoD pulling a fast one, no IMO - Do I trust CK and the BoD, I do - There is way to much information that has been forming a line since April - Why would they lie, I don't see it.

2) The big one for me - ODX are manufactureing as we all know - If its just the COVID product, I think everyone now knows this is not going anywhere - The UK Gov narrative has changed - The Vac will stop you from getting ill, seriously, or ending up in hospital - But it won't stop you from passing it on, and we don't want Vac Passports.

Its a consumeable product, you cannot get a better product to manufacture - The market is enormous, even with the compo. I don't see M&S, Tescos, Aldi etc etc having any issues getting customers, consumables - I know its a simplistic way of looking at it, but sometimes its worth dragging it down to what it its.

ODX over the coming year, years will get bigger and bigger, and probably slower than most PI's like - There will be many other products they can jump into (excluding what we know) LFTS for malaria and Hep B is an industry that can easily be brought into ODX portfolio.

Unfortunately, CV19 is here to stay for a long long time, not in the current lockdown status, but its not going away, testing with the Vac is the only answer now - Boosters will next, and then the rest of the world, vaccine aparthied is the new game in town - This will just drive the virus to mutate and mutate, which will just keep testing at the front....in a few years time I honestly believe we can leave at 7am, back at 6pm, out for the evening - Could be test 5/8 times a day - Sounds far fetched, but IMO that is the road map we are heading too.

Interesting thread. Personally I don't buy into the thinking that the CEO, head of the company cannot multi-task. With any company, its run by a team of people, and ultimately the head man makes the final decisions based on feedback. As long as there is the correct structure in place, genereal manager (s) operation manager (s) and their teams are running relatively smoothly, it works. I presume GB and others have PA's.

I started on the street markets, one man band, up at 4am, off you go. Got into bigger markets, bigger stalls, staff. Got into the festival circuit, Glasto, Reading etc, bigger stalls, more staff. Got my 1st shop in 97, started my journey in 94 - 1999, 3 shops, 3 markets a week, 16 festivals - more and more staff - Each 'business' had a ops manager, with a understudy. Incentivized, trusted, treated with respect - two way street. I opened up a website, late 99, more staff (no idea how to turn a PC on) Two more sites followed, more staff, same framework. All three sites by 2006 employed 200+ - Festival/Market side sold off to the two ops managers (it was actually free, apart from vehicles/stock) Sold 2 shops, one closed to change in lease. Created a brand of products, distrubtion/wholesale/retail, went to the HK show in 2002 - Found a manufacture, back and forwards from China for 3 years, spent 22 month on the ground . The Chinese factory employed 33,000 people, started by a guy unloading lorries, met him when he was 73 - He had 17 shirt colours to identify the workforce, white being the top guys, the GM's, all the way down to the cleaner - Everyone had a shirt colour, everyone knew their job, anyone could climb the shirt ladder, and over 10 years I saw that, an amazing owner.

Point I am making, you don't need to concentrate on one business, that way of thinking will never created a serious company, its a team game. I presume the RNS/MSYS situation will be become clearer over the coming months. If not, then its just a money play, after all, money has no friends or relatives - Either way, buggar all PI's can do, trust in the management is the only play we have.

CBD - I have spent 25 years in the cannabis industry. There are some serious players in Europe, makes DVRG turnover look like a outing for the a staff trip to Vegas. Example - https://pharma-lab.eu/

The Skin Trust site imo is pi-s-s poor - Makes no sense why this is, its actually unblieveable how poor it is - I can only guess this has been done on purpose. David Beckham (DB Ventures) Cellular Goods are doing an IPO, all CBD products - The reason I mention this, CBD is where the real action long term is, DVRG have missed the last 8 years in this industry, the real set up before this next step up. I hope the BoD understand what/where the industry is heading, and are positioning themselves. It will be very intersting to see if DVRG are playing a role with Cellular Goods.

Some good posts yet again. Just goes to show you, research, patience, research and a glass or 2 of red with a meal all helps. On the positive, nothing has changed apart from the sun will be up a few seconds early tomorrow. Russky, thats right mate, same turnover job.

Rob, with respect dude - You are wrong about warrants, I have the 'Publication of Prospectus & General Meeting' You are either trying to scare PI's, or you are employed by someone to push Kan along, getting PI's to hold back funds or whatever else.

I won't post the Publication of Prospectus & General Meeting as this is not the right boar, what Valuerebel is true, end of!

"The warrants granted under the terms of the RTO Warrant Instrument shall be exercisable in the period commencing on the date of Admission until the date 12 months after the date of Admission. The warrants shall be exercisable at 10 pence per Ordinary Share"

robsaunders, how long on the early birds lock in for?

Correct me if I am wrong - What I can see is Kanobo offering a vape with cartridges, issued via clinics - The first issue being, there are hardly any clinics - (anyone got a list?) the second, this is not knew news in the cannabis world. There are numerous companies in Europe, US selling vapes and the medical cannabis community in the UK has access to cartridges - For example Spain has 100's of dispensaries, its easy to get in, even if you are from the UK.

The 3rd point, what is the price? No idea. Must you used the Kanobo vape, you buy cartridges that only fit this vape - the repeats sales are on the cartridges, that makes sense - Then what is the cost for the cartridge.

Currently to access med cannabis you go via the NHS, GWP have this sown up - Sativex is via your local GP, but you need to be seen by a consultant. Epidiolex can be subscibe by a doctor, but the costs are high and most doctors are not prescibing without seeing specialist consultants.

I still can't see the route to market on a big scale - What am I missing?

EnricoPallazzo, I think its important to remember the Covid is a side issue - The real play is the medicinal cannabinoids and the products that follow on from that, that is where this needs to go. I would suspect tomorrow this will be spoken about, you can see what is going on in Germany - Portugal just signed a contract with Tilray for prescriptions via doctors. This is the real value, covid is a nice play and 100% worth pushing forward, but the real money is having your product prescribed by doctors to patients, Sativex for MS was a game changer, that is what is needed here long term, all exciting stuff.

Valuerebel - I agree, you cannot compare one against the other - As this gets going there will be more coming into the market, its fashionable now to be involved in the cannabis industry - Not so many years ago, people like Beckham will be trying to use their PR brand to push their range of products as CBD is now the fashion. The real action is on the med size, THC, CBD is everywhere now, China is and always been a big producer, lots of CBD farms in Europe, Holland, Portugal, Sloveina, the list goes on. Whole new ball game producing quality THC plants and then to extract - Lots of beer producers in Germany do the extracts, nice little side line.

The ke with this is supply - Its not easy to set up a farm in the sense of licensing, the kings of this are GW Pharma, back by the UK goverment - The first to list, regardless of what you read - They just got bought out and others coming in will hope that is what will happen to them. The big issue for all is raising capital, you don't need the market if you have serious investors, but most are already commited to other projects - Currently no bank will back a cannabis based company.

Having a set up in Malta is a smart move, other countries, take Portugal already have given out licenses, Tilray being one and GW Pharma have been in Portugal for years. Not many places left to go, if any now - Not sure all investors will know the importance of have a Malta, approved by the goverment (would never of happened without their go-ahead) that initself is worth a lot of money. Get deals with Europe, Brazil etc to supply THC extract for medicinal purposes, you can watch this SP do what GWP did.

EliteTrader, you said that yesterday - I asked you clearly, why? You ignored the question. There is only one other company that is know to be listed next week.

So, what is the difference between this company and the Kanabo?

Considering in Canada there are over 20 listed companies, I won't mention GW Pharma and there buy out, or the other listed US company just about to be bought.

BJ and the scientists must be worried about something more than they on letting on. The whole narrative is shifting too, its the vaccine (s) will stop you from gettiing serioulsy ill or end up on hospital, followed by second jabs. The SA strain has given everyone a real kick up the arse, there is something more going on with this strain than they are letting on - Vaccine aparthied is with us now, manufacturers will struggle this year, 7.8 billion.

Its been clear to many on here, testing is the game in town for the foreseeable future, how do you open up to Europe, not alone the rest of the world without testing - Its pretty clear Europe as a whole will not be vaccinated for the start of winter, the tourism tests alone will push the industry to sell everything it makes.

EliteTrader, why? What are the differences betweem these 2 companies?