Member Info for llywelyn

Why are we invested? Copper, copper, copper.....simple as. Production upturn, huge long term global demand.....very happy with my investment. As for the RNS, whilst a little dramatic, it does show RMM to be honest and realistic, exactly what institutional investor vehicles like. Follow the copper. GLA

Happy days. That's a well drafted RNS, and superbly timed. Confident that KNB are going places, and not just Germany. GLA holders. A long and happy hold.

Subtle difference Darth. Keeping your market and product options open for a small MCP company is surely sensible? Roll on 2025/26, you'll see. GLA

Good spot. Thanks. Yes, very good news, significant market and a good political barometer.

This is key, and aquiring Materia (this now seems certain) is crucial in this aspect. Next comes the German market (significant), and other influencial EU countries (UK sadly still blinkered to some extent but getting there), so I do believe they have the correct vision and strategy. It's a long hold, but this market will be worth billions in 3/4 years. GLA

Germany and UK next. That's where the money is. Materia is key for distribution. I'm buying more. The worm will turn. GLA

Agree with you sample62. I'm taking the approach that the manipulation (clearly obvious), is frustratingly positive for KNB and LTH. Should we be flattered? Mmm....maybe not, but it's pretty obvious that this will gain traction, and the MMs know it. Not a week goes by without further news of a significant political shift in legalisation, both lifestyle and medical. KNB has a foot in both camps, and are well respected. DYOR

Another step in the right direction. There's significant money to be made here. GLA

Well done MHC. Those figures are trully impressive. GLA

I'm remaining very positive here, despite the frustrations of seeing other purely'covid' stocks (with no real tangible products/sales) making some significant gains in the recent week or so. MHC is the tortoise here, the competitors are the Hares. My Friday way of thinking. Do wish the BoD would be a little more savvy in spreading the gospel though. GLA

Lots more buys than sells, not the first time either, yet we're down. Frustrating. Can anyone give a logical reason for this?

Another step in the right direction. Huge market awaits, and KNB doing everything in the right way. This company has gravitas and shareholders will be rewarded. GLA

How I see it, they could now diversify into selling their (already regulated devices) for the general vape market. They will of course continue to develop with current medical products and lifestyle products (already being sold). Therefore another potential revenue stream. Good news. GLA

Would be very ironic if the Tories, who worship at the altar of private ownership and big business, and detest any type of nationalisation, would now obstruct any takeover bid for BT (if it happens). They may see it as a bit of a post-brexit, hands-off our institutions type gesture, so a bit of a vote winner possibly. As for security reasons, that horse has bolted. The fact that foreign oligarchs, investment funds and billionaire business men (Drahi) can contemplate takeovers is symptomatic of a weak state. Reap what you sow. GLA

Some good honest views posted. Appreciated. LTH and down a significant sum. Not losing heart despite frustrations. This industry has a long way to go and it's in its infancy. KNB are still empire building, and are concentrated on their distribution infrastructure. This will have to be a longish hold. Germany is a key market. Economics and societal change will gather pace as regards a more favourable perception of the industry, medicinal or recreational. Covid might even help, however what it does not help is the pace of change in the political context. GLA holders. It will happen

Any opinion on what's going on here?

Good response today with the SP. I've every confidence in MHC and am a LTH. Well run, and cash generating (significantly so compared to so many other AIM stock). My big wish/ask is that the management keep on reminding the market/investing public that this is not 'covid stock', so that it's not perceived as a 'one trick pony'. We suffered on that score earlier in the Autumn. This company has a number of relevant and timely home testing products in the pipeline, hopefully launched early in 2022. These will be the ultimate breadwinners, and will take this company a long way. The NHS/GP surgeries are cash strapped and at breaking point. Home testing is the future (rightly or wrongly). MHC are at the forefront. This share will rise significantly IMO. GLA

Yes, thanks for that. All a matter of time. The times they are 'a changing. This will come good. Totally confident. Health costs in the western hemisphere are spiralling. Eventually, this will not only be sensible, it will also be a vote winner for politicians. Eventually, and totally relaxed with that. Invest and sit back. GLA invested.

Right market, right time. I have every confidence in this company to deliver. Not many small caps are this future-proofed.

Has the feel of a company going places. They know what the market for Potash is, namely huge. All the planning, financing, scoping etc. will not have come this far without the powerbrokers knowing what's in the ground. GLA