Member Info for DJB67

Helium have been the frequent seller, and once they are out it will help. Intuitive Investments also issued a TR-1 on 5th Nov advising they had reduced their holding by 7m to take them under 4% but there had been nothing before of since, so I assume that sale was a technical reduction to get them under 4% (3.999% to be precise) rather than the start of concerted selling down.

The next biggest obstacle to come will be the outstanding warrants held by JIM. There were 997m warrants issued to them as part of the restructure (as payment for services by Turner Pope), and these are exercisable at 0.1p within the next year. Assuming they are exercised, thats a further 16% dilution. I’d like to think they’d be in it for the long term, but I’m sure they’ll want to take some profit if we see any rise off the back of good news this year.

HL is reporting it as 1.10-1.15 at close.

Just bumping this back to the top in case anyone is new to ANA and want to join our small but active Telegram group.

Link here….

https://t.me/anandadevelopmentsinvestorgroup

Also Tweeted link under Twitter user SouthYorks

Here is the link again. Hopefully it doesn’t get filtered this time.

https://t.me/anandadevelopmentsinvestorgroup

For anyone new to LSE or MSYS, there is a Telegram group for MSYS with a few well informed investors. Generally a friendly bunch who share info, thoughts and comments on MSYS.

Search for MSYS Microsaic systems investors

Telegram messenger services app

As the link has been filtered out, you can find the group by searching for Amanda Developments Investor Group

If anyone is interested, I have just setup a new Telegram Group for Ananda Developments Investors.

It will provide a friendly interactive space for like minded investors to share information, news and thoughts about Ananda as we progress on an exciting journey over the next few years.

If anyone is interested, here is the joining link

https://**************wiMU1mWbR4RjZjM0

General feeling over in the Telegram group is that we are lacking liquidity by not being in the main list of the LSE. Our number of trades per day is extremely low, often only 10-20 per day, compared to CBX who get hundreds per day. Also, the current listing limits ii’s taking positions.

Also, although we assume lots is going on in the background, the general feeling is that firm news is needed via RNS.

We also still have a regular seller who is offloading in lumps every few days, so that isn’t helping either.

And finally, the Andrew Male investor presentation a few weeks ago was not that well received by existing investors who were expecting new news, but what we actually got was a reiteration of old news.

Expectation is that the up-list will provide greater liquidity and views are that this is likely to be combined with some kind of positive trading update which should provide some impetus to the sp.

By the way, it’s worth signing up to Telegram. It’s easy to use and you can join groups for many of the stocks where you are invested. It far more interactive and tends to be a friendlier and a less volatile environment to these boards. Link below if you are interested.

https://t.me/LoveHemp_Investors_Group

…has happened to Accustem.

I sold out my small holding of TILS months ago at £1.82 having received a small allocation of Accustem shares, but with reasonably high hopes for their future.

As a consequence of selling out, I haven’t been in to this board for a long time but today received notification from HL that my Accustem shares, which were supposed to be listed in London, are in fact going to be listed is the US and I’m getting 1 US share for every 20 UK shares.

What the F**k has happened here!!

I see the TILS share price is now pretty much at an all time low, so I’m glad I got out when I did, but the whole Accustem situation fells like a con. What are the directors thinking!?!

A nice little RNS giving a shareholder update.

https://www.londonstockexchange.com/news-article/market-news/shareholder-update/15209284

Hope everyone is following ANA on both Insta and Twitter to get little snapshot updates as they happen.

Not been in here for some weeks given the lack of visible progress, but today we have the biggest uplift in the sp for a long time. Is there speculation that a deal is about to be signed?

Also, looking through recent trades, most can be put down to pi’s but on 1st Nov there was a buy of 10m which is either a pi with very deep pockets or an ii taking a small position buying in on expected news.

Anyone any thought?

The issue is the overhang of the placing. There were 5bn shares placed at 0.1p less than a year ago. The RNS on 28th Sept stated that Helium still have 476m shares, as they have been steadily selling down, but that is still an awful lot of shares they can offload at what is still a decent profit.

I’m positive for the outlook but don’t think we will see any material rise in sp until the placing overhang is gone and we have announced new contracts with decent revenue.

For what its worth, I’ve used today as another opportunity to add another 1m to my bag.

Not a lot new in here….

https://www.londonstockexchange.com/news-article/market-news/interim-results-to-31-july-2021/15182941

Nice to see regular posts on Twitter and Instagram showing progress of the research and growing facilities.

A bit of positive news…

https://www.londonstockexchange.com/news-article/MSYS/update-on-deepverge-collaboration/15181477

Anyone think they might be clearing the decks of all other holdings for an outright sale of the Pozz-Perlite mine?

Nice little positive message of latest progress… anyone who has Twitter or Instagram would have seen some of the facility progress posted.

6 October 2021

ANANDA DEVELOPMENTS PLC
(“Ananda” or the “Company”)

Shareholder Update

Ananda’s ambition is to be a UK grower and provider of carbon neutral, consistent, high quality medical cannabis for the UK and international markets.

Since the Company’s update on 17 September 2021, works have continued on schedule at the medical cannabis research growing facility being developed in the UK by DJT Plants Limited (“DJT Plants”), the Company’s 50% owned subsidiary.

Research facility construction

Progress on the construction of the research facility continues. The pouring of concrete to create the facility pod floors is now complete. All drainage is in place. Ground has now been cleared and levelled for construction of the multi chapelle growing tunnels. Steel for this phase of construction has been delivered to site and holes are being bored in the ground for the multi chapelle ‘legs’.

UK medical cannabis market

According to UK based medical cannabis advisory group, Maple Tree Consultants, there are now approximately 9,500 medical cannabis patients in the UK. Maple Tree predicts that this number will reach around 25,000 by the end of 2022. This growth is in line with the development of international medical cannabis markets which experienced slow growth immediately after legalisation, followed by increased and then rapid growth around year 3. Medical cannabis was legalised in the UK in late 2018. The directors of Ananda are encouraged by the potential of the industry in the UK and the opportunity for Ananda. They are also greatly heartened to see medical cannabis becoming more widely acceptable and understood as an efficacious treatment for many health indications.

Ananda’s CEO Melissa Sturgess commented “Our ambition is clear. We want to provide high quality UK grown medical cannabis to UK based patients, and later to the international market. Our approach is considered and deliberate: to build a profitable business by growing and supplying medical cannabis that meets patient and prescriber needs.”

-Ends-

Re the missing word in the prospectus for the timeline for the API. One of the PIs in the GST Telegram group had an interesting exchange of messages with Shane Tan last week. It eventually resulted in Simon Barton at VSA emailing the PI to confirm that the missing word was ‘months’.

This should see the SP rise further today.

Microsaic Systems plc

("Microsaic" or the "Company")

Microsaic sign manufacturing, supply, and service agreement to support China operations

Production assembly to commence this year and on track for China medical device licence in 2022

Microsaic Systems plc (AIM: MSYS), the developer of point of need mass spectrometry ("MS") instruments and solutions, is pleased to announce it has signed an agreement with Jiangsu Henzhihe Technologies Co. Ltd. ("HZH"), to support the Company's relationship with the Chinese distributor (the "Distributor"), with whom the Company announced a signed Heads of Terms for its micro-engineered MS technology (per the RNS dated 4 May 2021). Under the agreement ("Agreement"), HZH will provide integration and service support for Microsaic's operations in China.

HZH will act as the manufacturer, integrator, and service centre in support of distribution and prospective OEM partnerships in China. HZH is a recently incorporated entity whose directors have a long history of working with MS in China and manufacturing other analytical devices, and in active pharmaceutical ingredients ("API"). Their relationships include large analytical instrumentation and pharmaceutical companies. HZH and Microsaic will collaborate with distribution partners to access and service other substantial growth opportunities in the Chinese market.

Production in China of the MS hospital diagnostic monitoring equipment is expected to commence before the end of this year to support the Chinese Distributor through local production and service support, which are pre-requisites to securing a medical license. The Agreement establishes a local presence for Microsaic, accelerating the Company's growth opportunity in China. With an addressable market of 33,000 hospitals having 7.9 million beds1, having the ability to scale local production for MS therapeutic drug monitoring ("TDM") and maintain supply and service capability is essential.

Multiple revenue streams are expected in due course, consisting of the sale of MS TDM units, franchise services and sales of reagents, in-line with Microsaic's business strategy.

Once the medical license in China has been secured in 2022, HZH and the Company estimate a target rising to 100 units per annum for each therapeutic drug monitoring sector over the next two to three years, and there several sectors in this market and in other analytical sectors. HZH has confirmed it can meet the prospective demand requirements of Microsaic for China and the rest of the world.