The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Minor error...this was the summary article for the market report.
https://uk.finance.yahoo.com/news/spectroscopy-software-market-research-report-185200642.html
MSYS gets a mention...growing sector by the looks of things.
Yes all quiet on the MSYS front atm. News will come no doubt of that. Meanwhile enjoy some of the macroeconomics of this space....
Did a bit of digging and found this market report...
https://www.reportlinker.com/p06088045/Spectroscopy-Software-Market-Research-Report-by-Deployment-Mode-by-Application-by-Region-Global-Forecast-to-Cumulative-Impact-of-COVID-19.html?utm_source=GNW
Summary article :https://manometcurrent.com/global-spectroscopy-software-market-precise-outlook-and-study-of-top-players-2021-microsaic-systems-plc-thermo-fisher-scientific-inc-shimadzu-scientific-instruments-genedata-ag/
In lieu of news it's always good to see the bigger picture and what the future may hold.
In fairness to splatted they have been on this BB through feast and famine, no pumping as such, just Long term holding. We have discussed the ins and outs of COIN vs VLRM too. In terms of this share I referred to it as the thinking person's NFT play and if I'm honest I still stand by that.
I was buying at 20p and feel we will go back there as the crypto world and Elon seem to be seeing eye to eye again.
If for example you invested in ARB early on you will be looking for that opportunity again. Same reason why I had a £50 gamble on QBT, now that's proven to be a waste of space right now.
However Coin are doing lots of important proof of concept and back of house work which will provide them an opportunity to onboard a lot of other companies and brands into the crypto space whilst giving BTC functionality in smart contracts, that's pretty unique.
A general summary of hoops Love Hemp need to jump through, seemingly they will need to start banging the drum very very loudly and soon to get the hype going for what will essentially feel like an IPO.
https://www.nibusinessinfo.co.uk/content/how-list-your-business-london-stock-exchange-main-market
Mamba, general consensus based on a few IR articles is a main listing around September maybe October. Depending on news flow this could stretch out a bit.
From this article: https://businesscann.com/amazon-uk-continues-to-on-board-new-cbd-players-with-love-hemp-next-up/
"Main Market Listing
On debut, earlier this year, the valuations of these companies rose to the £80m-plus bracket. With demonstrable year-on-year sales growth Love Hemp believes it’s more than capable of closing this gap for investors. He said the London Stock Exchange listing is progressing and expected to complete in September."
That's all we have to go on st the moment, unless others know more....
So first day of trading. Appears to have an interesting USP.
https://www.genincode.com/who-are-we/
Going to keep an eye on this one as cardiovascular disease and disorder is a significant issue for a large number of the population.
From May 2021:
https://www.prolificnorth.co.uk/news/appointments-and-recruitment-news/2021/05/jd-sports-marketing-duo-join-hemp-suppliers
https://www.adweek.com/brand-marketing/uk-cbd-brand-love-hemp-follows-ufc-tie-up-with-senior-marketing-hires/
I meant to include a link to LH Botanicals too:
https://lhbotanicals.com/
Just to corroborate the JD sports comment Mje here's IR proactive article outlining that for others.
https://www.proactiveinvestors.co.uk/companies/news/951912/love-hemp-unveils-trio-of-senior-management-appointments-951912.html
As for twitter it was an older tweet and a response archived here:
https://www.reddit.com/r/LoveHemp/comments/ohj819/love_hemp_to_accept_crypto/
Finally I discovered they are working on white label CBD manufacturing for those who wish to create their own brands: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=155742084
https://markets.businessinsider.com/news/stocks/lh-botanicals-increases-capacity-in-response-to-consumer-demand-1029220288?op=1
Mje to be honest I look at the prices, do a rough calc based on what I see on Aquis and then send a fill/kill order off. 9 times out of 10 I get a discount on the price I was expecting to pay. Which is always a nice surprise.
The whole situation feels weird if I'm honest, spooked market, fantastic company, massive prospects, institutional offloading and very small amounts of buying activity. Sometimes I have to double check that I'm buying the right company, and all of these deals are documented properly....like going back to see if you have locked the front door after driving halfway down the street...if you know what I mean.
Let's not forget CBD climbed in popularity due to the pandemic, so I see it as a safe bet either way. Sports recovery or anxiety management.
*corrected, apologies for horrendous typos.
Fingers crossed this lifts off, my portfolio has been kicked down the stairs for the last 2 weeks. I have curated a little "unlocking ETF" hedged on covid fighting plays vs opening up hospitality plays, it's not doing too well at the moment.
So perhaps if the testing is better, faster and more accurate, there will be a lot more people willing to go out and make merry safe in the knowledge they're not super spreaders or at risk. Nobody wants to isolate unnecessarily just because they dared go to to the pub or have a meal out.
Testing will hopefully provide the basis for safely unlocking and confidence to return to the market.
Ps. I will proof read my posts more carefully, but an edit function would be wonderful.
Fingers crossed this lifts off, my portfolio has been kicked down the stairs for the last 2 weeks. I have curated a little "unlocking ETF" hedged on covid fighting plays vs opening up hospitality plays, it's doing too well at the moment. So perhaps if the testing is better, faster and more accurate, there will be a lot more people will to go out and make merry safe in the knowledge they're no super spreaders or at risk. Nobody wants to isolate unnecessarily just because they dared go to to the pub or have a meal out.
Agreed PC takes quite a bit of conviction to go all in on this one at the moment, but at least we have an approximate timeframe to expect positive news and change. And in all honesty it's not that far away.
Hi Icarus if you follow that link to Aquis it's all there in detail. Yes Mcap is circa 23 mn.
LIFE really is a spectacular bargain at these prices. I've been chasing it all the way down from 4p and I'm not even annoyed. I will look silly though if it doesn't do well on when listed on the main market, but with the marketing and distribution deals in place it's very hard to envisage it taking a dive from these levels.
I dare say you have a point BB, I thought this too and with the ever declining SP and no really updates from Derek it does concern me as to what BLU is really about...
However I will keep an eye on Blu as the dynasty IPO could be special.
This is a great entry price I've been buying at .23 and .25 mainly, never realised the market would tank so hard on opening up, especially surprised by the performance of equities realted to the fight against covid.
The mood out there is not of boom time though, more sort of oh good....that's nice, but I'm not going to let loose just in case. The mixed messages are definitely knocking confidence, throw in inflation concerns and it's a perfect storm for another week of bloodshed.
I wont be selling out though, too stretched at the minute to average down which is unfortunate because so many of my key holdings are on sale at the moment.
However
Thank you Mr Brandon, your response is much appreciated and equally thank you for taking the time to respond. Good to know that all of this is being considered as DVRG and MSYS move forward.
I would certainly stress that Lymes Disease is an area few are really tackling at the moment, but as more brits (unaware of the risks) holiday in the UK beauty spots, I think this may increase the likelihood of infections.
Many thanks and the very best.
I know Mr Brandon keeps an eye on these boards, so hopefully he may read this.... may I possibly point to a potential reciprocal promotion idea for the skin trust?
I was listening to vox markets the other day and they had the founder of Revolution Beauty Group on talking about the Co. He stressed the cruelty free aspect of the products among other things like disruptive model etc etc....
Is it possible to arrange a cross promotional deal where users of Rev. Beauty get a discount with the skin trust and vice versa?
Is that potentially another way of expanding that revenue stream??
Also on a separate note is there anything in the DVRG arsenal that can help get a definitive, accurate test result for lymes disease. It's a very dangerous and insidious disease and a huge problem in the parts of UK and US and relatively hard to diagnose unless the infected individual was aware of the initial tick bite.
Equally the current test is not accurate and requires a significant infection to yield a positive result.
Also the NHS (in general) is now scared of prescribing too many antibiotics incase of antibiotic resistance. However if they dont prescribe enough, the illness is drawn out and can create relapses requiring more antibiotics in the long. So perhaps again point of need monitoring (msys tech) could be carried out to ensure the right amount of antibiotics are prescribed to make sure the infection is well and truly neutralised.
Just some musings I've had recently...I could be way off the mark and if so forgive me, not a regular poster on here so I'm not 100% up to speed on everything discussed here.
Many thanks and all the best.
This is definitely one of those investments I have total conviction in. The initial subway deal really sold it to me. Such a significant partnership, so early on.
However a private conversation with a family friend who is a keen entrepreneur, they spoke at length about 2 emerging sectors that would explode, CBD and Esports. This also influenced my opinion quite strongly.
Maybe my view is a touch synical, but I see GILD
as essentially managing to leverage the attention span, liesure time and buying powerof gen Z and commodify it, all seems very clever to me.
Equally as hopefully covid restrictions recede, perhaps we will see large scale live events, which may boost earnings further?