Helix Technologies Inc. (fka HLIX)

[NobleRoman]

Great Letter out 2 Days ago:

https://info.mjplatform.com/hubfs/072020%20MidYearReview_final.pdf

From Jessica. The enemy of Rome! The Queen of Carthage herself. It's written by KERN and concludes with KERN. Reminds me of the book my aunt brought once all about Ted Cruz. His stunning biography. Written by Ted Cruz himself, concluding in the finale of Ted Cruz's greatness. Makes one want to puke.

HOWEVER, she has some great stuff in there for our situation. She speaks of the landscape that belongs to Rome! And Rome alone! Some great excerpts, since we are like them in ways. We have greater sales, greater margins, competing for many of the same customers.

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Companies have lost on average 75-90%
of their public market value; we are still amidst
this downturn today. We predict that many
companies will be delisted, consolidated, or go
away completely.

And yet, something interesting is happening simultaneously.
The cannabis consumer does not care what is happening in the public equities markets. While the equity markets crater, sales of cannabis climbs. Consumers care about access to the products they have come to rely on and are increasingly exploring...

... Many such as Forbes, predict more than eight new states will legalize this year, which would be more than a 50% increase in new markets.

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MY COMMENTARY: Pardon the interruption. But that #$@%@ stole my source. I just posted from Forbes yesterday. Great minds think alike I guess. Carry on.

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We believe that because of all of this, we may be at the precipice of a global reset in which the cannabis industry may legalize faster than ever, have revenue when most of the world is shut down, and continue to grow its sales faster than anticipated.s we said before, history doesn’t repeat, but it rhymes. We have an inkling that the rhyming in this market today may lend itself to songs of the past. Time will tell.

MY COMMENTARY: Yes, I hear that song. It's been playing in my head and the lyrics written in this forum in many different tunes. And don't forget about the siren song of the SPAC, Jessica. I hear you. And that's why I'm in HLIX and want you at HLIX's market cap price tag today. Or whatever is a fair value price because you are not value. But you are right about your history and this industry.