Member Info for djwall1s

Could be sooner if he gets his Middle East contacts involved.

I'm not going to mention around the halfway mark. ;)

From another med cann board on here: 1hr long film. V interesting if you're into the backstory of cannabis developments and some involved parties.

https://www.youtube.com/watch?v=csbJnBKqwIw

If people contact HMRC/others privately then that's fine. I just hope people refrain from the ongoing ballistic commenting on the Tally Twitter account, personally.

If the company has expressed a wish to list -this year- (lord knows how, but maybe he has a plan) then we have the very slimmest/remote hope of that, but perhaps one nonetheless.

Many offcomedens to Tally won't have a clue about the shareholder issue that's been raging on. The constant saltiness (and that's putting it mildly) only makes CP dig his heels in further and it's certainly given him ample reason to throw it back as an explanation for Seedrs snubbing Tally, whether it's the truth or not.

If you believe this is a sector with potential, then this is an early, under the radar opportunity to build a position.

If you think it will go nowhere then don't invest, simple as. It's a sector projected to do very well in the next few years. But it'll not be an overnight process. Its listing and high roller backing doesn't mean its not subject to the same mm games, drops and flatlines like other companies with promise. I think you just have to be realistic and approach it as a potential growth share over time. I feel as if I can put these away and just leave them to mature. Then in a year or two have a look/reassess.

If government relaxes red tape/legals in the meantime it could be highly significant for all medicinal cannabis companies operating in/for UK.

?????????????? ???????????????? ???? ????????????
The #MedicalCannabis market in the UK could worth up to £2bn if the laws surrounding the drug are relaxed
Further, according to research such changes to the law could help create 97,000 jobs

https://www.proactiveinvestors.co.uk/companies/news/949535/uk-s-medical-cannabis-market-could-be-worth-2bn-if-government-red-tape-reduced-949535.html

Of course its easy to damn chill. This company only went live last week and people are already running about like headless proverbials. The sector is nowhere near capacity yet.

These cannabis companies are a good few years in the making to stoke up to full power. The sector is nowhere near taking off properly. The stuff ain't even legal here yet. Did you seriously think it was going to be a week or two to great things? It'll be an up and down path for the foreseeable and it'll be news and progress driven like all the rest.

I can't believe this needs explaining to someone with over 5,000 posts who has clearly been involved with shares for some time. It's like your longer/long term pension fund, when it goes down you get the chance to buy in cheaper and average down. Then you wait for the longer term potential to kick in. That's the theory anyway.

I think there'll be ample chances to make money between now and 2027.

But ultimately I think that to become a really big player in this arena it's going to be more of a slow burn if you're after really serious rewards. If all goes well. 2.5 years minimum hold for me.

You sound a bit desperate to put people off tbh.

I'm with Snoop. Sit back and chill. Wait and watch.

I'll be honest, the more time has gone on the more I thought they'd bypass SEEDRS any chance they got and just go for a direct listing.

Not that that will happen or the goalposts won't be moved but SEEDRs just felt a bit fiddly and unnecessary at this stage. They could basically just pass the hat round with a good pitch to Londoners with some freed up brass to spend and go for the market listing anyway.

From the interview with Zak, she thought "A couple of hundred market cap, to start with."

And that the company: "Can be really serious." I take that to mean if it is allowed to get further along the potential curve.

They'll need a year+ for the R and D, (May 2022 at the least before applying for the commercial license, timeline at present anyway) but plenty of newsflow in the meantime. They will keep shareholders in the loop at every stage of growing process and what they achieve "in micro". (Not mentioned, but have to assume other news will occur for ANA's other assets and their progress throughout the year.)

Eco-friendly process, robust economics, 40 hectares, capex not huge. Not needing much heat/light indoors, and UK good for growing conditions.

Grants available if needs be so don't have to dilute shareholders. Directors plenty of skin in game as well, nearly 50%. Rest supported by SIPP/ISA holders. Melissa has met analysts from pension funds, who have expressed an interest in getting involved with the medical cannabis sector. But they are still a bit twitchy atm because of the proceeds of crime Act.

ANA is not the only one with a Home Office license to grow medical grade cannabis but but she knows f no other company doing what they are doing - stabilising strains/field trials to become commercial.

Other things:

Zak's team all pro-Cannabis, "We want to add more science", "Overall wellbeing effects", "Create a premium product", "Dubious qualities of imported CBDs/med-grade cannabis (dried and so can lose volatiles) is an issue for the UK, so this way we will have our own premium grade crops. Plant to patient in shorter time frames", Zak flirting. And asking her back. ;)

It was a really good interview.

If I'm not mistaken then that (593,872,220 + 200,000,000 directors newly issued shares) = sp of approx 33p?

Please correct me if wrong.

There's a Stock Box Media research item coming up this weekend. It's Alan Green so should be good. He covers ANA and one of the mining companies.

Well put. This is LT growth in an emerging sector, a bit like the early days of Fintech.

And as our medical needs advance, climate change and health become more front and centre, and even devotedly synthetic-based pill popping western countries turn back to plants for natural therapies (as per our ancestors in these islands), we can combine old techniques with evermore modern growing methods.

I personally feel that companies like this are the cannabis versions of Amazon. It's early days, but the potential in a year+ seems worth the gamble to me. This has solid, responsible management thus far. Melissa Sturgess hits the ground running every day, you can tell just from how she talks. It's not just about money for her it's about helping revolutionise health breakthroughs for people from within the UK.

It's worth noting that just because I see greater potential over the longterm there won't be rises in the interim. This company could have all sorts of things in the pipeline.

Quite rare for an AIM company to stay ahead of its results. They come across as very industrious and thorough.

Q

What do people make to this? This is another of CP's companies and likely the reason for his recent-ish trip to the Middle East.

https://www.trigemdmcc.com/the-founders/

Quote:

'Cameron is a Financial Conduct Authority approved person (Ref No. CJP01234)'

twitter.com/AnandaPlc/status/1394993502853992452

*new license*

Stock Box Media. https://www.pscp.tv/w/1dRJZNLqQMzJB

It can also be found under the above account on Twitter. Discusses now license and where Ananda goes next.