Member Info for llywelyn

Second that. Victims of our own circumstance, albeit with substantial profit to show.

RNS refers to additional shares raised between 4th March and 24th November 2021, old news. Procedural only.

No that's not the model LTH are invested in. Check out their website and presentations. The pandemic was and is a means to an end, as MHC specialise in home testing. It's future growth lies outside the covid arena.

I'm inclined to forget covid tests etc as regards MHC, it's great that they're still selling, and as we know they've made millions out of the sales. Not many companies on AIM have generated the cashflow that MHC have in such a short amount of time, however the market has not favoured MHC in this respect, nor has sentiment, which was heavily influenced by the media.

MHC are using their profits to develop their new products (I believe it's an April launch?), forget Covid, MHC is not about that. They're well placed, with excellent distribution/partners to make a significant impact in the home testing market, I'm very pleased they're also looking at an export market. They have the potential to be very big. Profit from Covid tests paid the bills, R&D, talent recruitment, app development etc., all good, and it may yet be the case that covid home testing increases (hope not), however MHC is now ready to prove what a well run (tiny mcap) company it is. The market will wake up. GLA

Without doubt a long term hold. Can't help thinking this is still an over-reaction to what essentially is not a 'poor' RNS/trading update from a young Pharma company, in a growing niche market. Lots going on here, easy to underestimate. Happy to hold, it will come good. GLA

Nice blue finish for a change!

That's a great update. I think it's April for the product launches.

Bought in the 40s, in my 50s, want to retire before my 60s, with Arms on that one, 2 years 50p+, 3/4 years £1+, (2026 and beyond is anyone's guess, but it will be a BIG industry and market by then, and mainstream) GLA

Thank you Smudge for that. Good news indeed. Very confident about the mid term outlook here. Huge and growing market for home testing. Sooner we are rid of the short sightedness of some investors who think MHC is a one dimensional and narrow covid play, the better. Well positioned, cash rich, and heading for a slice of a huge market at a time where health systems around the world are failing.

KNB are adopting a hybrid approach, similar to many of the North American Cann Companies, in order to get product to a highly regulated market in the quickest and most efficient method. KNB are the big brother in this relationship, as Materia cannot exist without products to distribute, however there will be a co-operative approach IMO, and both sides will benefit significantly once the large markets are supplied. KNB will be keen not to be overly generous in their efforts to help the distribution of rival Cann Co's, which might be another reason for pursuing this merger. Confident this will happen soon as it's a 'win win'.

Rome was'nt built in a day. Good progressive RNS, excited about the sales element, bodes well for the future. Crack the German market, which will happen soon, then we're away. GLA

They must be worried, taking it down on a buy sell ratio of 5:1.
Very positive RNS, with a lot of upside. All coming together. Follow the copper, (and Gold). GLA

They've been hoovering up these all last week, they know what's coming. Smokes and mirrors. Keep hold of your shares. GLA

Yes, an update will be really appreciated. Need greater exposure for the DNA, Allergy etc. home testing tests, and 'app' development to run alongside. Covid tests being a profitable sideline only, (would have made a fortune just testing the governments inner circle with all these parties they attended, and as they clearly cannot count, we could have charged them at least double). GLA

Appreciate the posts here.
Bit of a crazy world at the moment. As a LTH I fuel my positivity with the fact that home testing as a concept is an inevitable consequence of crumbling state funded health systems. Backlogs into the millions, essential service only.......bla, bla, this is the new reality. As a society, we'll be asked to self 'medicate' on an increasing basis. That's where MHC are heading with their non covid self test products. That's why I'm invested. Covid testing products are merely a cash rich, opportunistic, stepping stone to the end goal. Quietly confident that it is funding the app developments at MHC.
If these nutters governing our country really do plan on ceasing free LFTs, then that's another opportunity. I don't believe that's the right approach, as it's divisive. But hey, it is what it is. GLA

The noise will increase. Hard sales figures will see to that. Whilst I agree with the changes in framework comment, all of which will benefit the industry, and ultimately save the health services of fully developed countries and less developed countries a significant amount of money, KNB has positioned themselves in both the medicinal and wellness market. My guess would be that the wellness market will prove more profitable in the near term, and fund the medicinal and developmental side of the business, including research etc. KNB have a holistic approach, and (IMO) are keeping all options open as the Cann Industry establishes legitimate and regulated roots in Western Europe and beyond.

Interesting to read (BBC) that apparently 1 in 5 Bitcoins are mined in Kazakhstan, and things are'nt very good there at the minute. That's China and Kazakhstan out of the equation. Opportunities arise for QBT. Mentions the drop in Bitcoin is partially down to these issues. All good

Two very different things, I know. I've a feeling that more PIs are researching this industry/market now, and in particular KNBs potential within it. The RNSs of the last few weeks have stirred the pot, some very telling developments re: vapes and German market where KNB are front in line.
Sentiment, it seems that it's creeping back here. Let's hope it continues. Still a LTH, but it'll be good to watch.

To be clear;
1. Nearly all countries travelled to will currently require proof of negative PCR on arrival (arriving in England no need but you'll need LFT)
2. PCR testing likely to return once Government can manage situation (below 1% transmissibility levels)

So 'fit to fly' tests etc (outgoing travel PCRs) are still needed. This still benefits MHC as do LFT sales. Ignore the noise and one dimensional headlines, there's a far bigger picture here. Of course by far the biggest one is that MHC is not a covid stock, and has simply taken advantage of its established 'testing' experience and infrastructure in order to further advance the company. IMO they've done a good job. Boots and Lloyds Pharma seem to agree. All good moving forward here, and keep on selling the PCRs, just not to those 'arriving' in England.

Important to note that they'll consider stopping testing for now, and re-start when number of positive cases are below the manageable number of 1 (currently 4). However this has nothing to do with PCR testing for foreign travel. Ignore the noise of the airline industry, and yes they may give in, this Government is good at bowing to big business and to hell with the health of the general population. Do you think other countries will allow travel to their countries from the UK without negative PCR? No, not for a while yet, so you may soon be able to enter UK without PCR, but you'll still need one to travel abroad. Clearly another variant will change all that again, and there will be other variants (unfortunately). All IMO