Member Info for Arthur2Sheds

Good question - my understanding is that these test have been scaled using much more material than the previous lab bench tests.

So removing uncertainty that the ore can be processed economically to a saleable product. The extent and the size of the ore desposits has been more certain for a while - the costs of turning the ore into a salebale product less so.

Although it clearly say there is a lot more work to be done on the process flow sheet this is another step in the right direction. Financing of the large capex that will be required and delivery of a fully fledged mining operation is still a long way off - and the sp reflects that of course.

But questioning why sp suddely spikes and understanding why imo is critical to succesfully investing - we all have access to the same RNS - how many tke the time to read it carefully analyse what it is actually telling us.

ML - always provides and shares his insights which are worth reading.

Keep questioning, there is no such thing as good luck! Just well researched risk based decisions.

It's not exactly a huge amount for JM, but surely something is better than nothing?

It is now being shorted! But I doubt they have better information to make such a decision than MT!

So I may be tempted to top my holding, which I was considering prior to the recent changes, only question is are we at the bottom yet?

Looks like GSA finally got round to reading the RNS, or understanding it at least!

I got this by e-mail? It is listed as Reach on the LSE website?

Would seem positive news?

RNS Number : 8385A

Agronomics Limited

19 August 2024

19 August 2024

Agronomics Ltd

("Agronomics" or the "Company")

Solar Foods Launch New Solein-powered products in Singapore

Agronomics (LON: ANIC), a leading listed company in the field of cellular agriculture, is pleased to announce that its portfolio company Solar Foods Oy ("Solar Foods") has unveiled two new Solein™-powered products in partnership with the Japanese multinational food and bioscience corporation Ajinomoto Co. Inc. ("Ajinomoto"), to be launched in the Singapore following approval from the Singapore Food Agency

Thanks for the reply helpful to understand that this is peanuts for the fund shorting the stock, and if its such small amounts for them I suspect that is reflected in the amount of research they put in when deciding to short it!

GM - does anybody have any views on how the short position may impact future SP given the recent rise in SP?

A quick calculation assuming the full position was taken on the date of notification then the current losses would be around 112K plus the margin they are paying. Obviously if they started building the position earlier then the numbers will be different.

If we get a positive RNS this week forcing them to close their position of at least reduce exposure could only be positive? Let's hope the full position was taken on 29 July.

Although a big hurdle cleared and very positive progress. The 3-5 years timescale to reach industrial production and further cost reduction work is required - bring me a little bit back reality.

There is massive potential - and I would probably be buying more - but time to market and how protected is IP? Once the sector begins to take off or begins to show it will - how long will it take the big multinationals catch up, not long!

Not only does the rutile provide a quicker and more certain route to revenue generation it also removes some of the uncertainty regarding the process of extracting Ti from titanate.

This has been achieved in a very timely manner and reducing cash burn as a result, which gives even greater confidence in delivering the next phases. Well done Empire!

Is this mornings RNS the good news with been waiting for, a step change rather than incremental progress? Taken at face value this would appear to be a potential game changer, lets hope for similar leaps across other portfolio companies.

This is my first post and I doubt I will become a regular poster – but I do read the board regularly and of late it seems to have departed from interpreting the information and evidence available to mainly speculation and rumours.

I understand the facts to be – it is highly likely that there are significant Ti deposits to be mined and further drilling will provide more detail and certainty on the extent etc. There is some uncertainty around the likely cost of turning what is in the ground into a saleable product – and this will be key to the value of the find. Although theoretically there is a route as outlined in the information presented the complexity of achieving this and the associated costs are not known yet – the proof of concept plant will test this. Until then we are all guessing – my guess is that there is a good prospect that this is achievable but of course it is not risk free – otherwise the sp would be much much higher.

EEE needs to continue what its’s doing – but the next stage is more complex, may require more funding, may suffer delays and ultimately there is (small imo) that the process won’t work at all! EEE need to minimise the above to achieve maximum value for its shareholders – to avoid further placings and dilution. However a big mitigation to the above is the location – probably couldn’t be any better location in the world. Access to infrastructure, attracting the best staff and certainty of operating environment. Building a plant in a “different” country far away from infrastructure is a very different challenge.

The above isn’t going to happen overnight, next week or next month – however so far EEE have stuck to its timescales and appear to control costs, long may it continue. If costs rise and timelines slip meaning even more costs then the sp will go south, I am hoping for a good outcome. If I was 100% certain then I would be more heavily invested than I am – but there is a lot still to do but the potential rewards if it all falls into place could be significant.