Member Info for Bobolon

There's no actual proof they have used cultivated meat. It's not really the type of product you can just sneak into supply chains at the moment because of short supply, logistics, legislation and cost. Therefore this kind of seems unlikely.

It’s very unlikely that any of the information released at the General Shareholder Meeting was precise enough to trigger Article 7 of UK MAR. If it had, responsibility would lie with ANIC, not kuentai. Also, if Article 7 had been breached, ANIC’s Nomad would have intervened by issuing an RNS, which hasn't occurred. Therefore, it seems ANIC has acted appropriately and no wrongdoing has taken place. Which information are you specifically worried might potentially breach Article 7?

Regulation FD (Fair Disclosure) is a US law that doesn't apply to ANIC.

Good to see agronomics return to profit.

https://uk.advfn.com/market-news/article/11747/agronomics-returns-to-profit-as-clean-food-investments-rebound

Latest Motley Fool article.

https://www.msn.com/en-gb/money/economy/1-dirt-cheap-penny-share-at-6p-for-me-to-snap-up-right-now/ar-AA1WqTiX

Interesting article form the end of last month.

https://vegconomist.com/opinion/op-ed-annina-winkler-rethinking-food-production-emerging-promise-cell-cultivation/

Https://www.edie.net/record-4-9gw-of-solar-contracted-in-uks-latest-renewable-energy-auction/

Very reassuring about Meatly. I was wondering why they hadn't done any more product releases but it’s great that they are consistently selling out albeit not for customers wanting consistency. I presume they are still only selling at that one Pets at Home store in London. Their primary concern now must be scaling with the money they have raised and I hope the strategy they chose is the most cost effective and quickest way to mass production and consistent sales.

I think we are waiting for AllG to do its product launch, Liberation Bio to open its doors and Clean Food Groups to scale up and start selling its food oil. In theory these things could/should all happen this year. In the meantime it's very quiet and understandable that investors look elsewhere but cation ought to be taken not to jump ship to soon as it could correct rapidly.

As for that poorly researched, zero substance comment below I presume the farmers he is worried about are industrial livestock farmers currently on exploitative contracts with big meat companies or supermarkets.

Blue Nalu is one of 15 companies to be selected for participation in MetroConnect run by the World Trade Center San Diego.

https://www.sandiegobusiness.org/blog/meet-the-metroconnect-viii-companies/

The future of Food exhibition at the London Science Museum which features Clean Food Groups bioreactor has been extended from 4th January until the 1st September so more time for the public to view.

https://cleanfood.group/future-of-food

https://www.sciencemuseum.org.uk/see-and-do/future-of-food?gad_campaignid=22838303188

I hadn't realized until the latest Jim Mellon interview Meatly was planning to progress in future to chicken for human consumption. This means Meatly will be a UK based cultivated chicken producer in this portfolio.

MrBeast not Beasr

Not an ANIC company but surely good promotion for the cultivated meat with the video featuring upside foods already having been watched 40million times: https://m.youtube.com/watch?v=pAnGwRiQ4-4

And yet the share price seems to have remain fairly stable today.

BlueNalu are waiting on final approval, but their latest email says ‘be the first to experience it when it debuts in your city,’ implying that they’re ready to start tasting events as soon as they get it. Given that Wildtype received FDA approval for its salmon last year, this shouldn’t take too long.

Plus of course, Liberation Bio-industries is on track to come online later this year, with production ramping up from there onwards. The Richmond facility has Letters of Intent covering over 200% of capacity, a confirmed manufacturing partnership with Vivici, and is also the US manufacturer for All G’s bovine lactoferrin, which could potentially extend to human lactoferrin for infant formula. So, this should be another success story this year.

A few examples of where the Agronomics portfolio is starting to show momentum:

Solar Foods: Paying customers and products already on the market with more production facilities in the pipeline.

Clean Food Group: Following their recent purchase of their new bioreactor site Jim Mellon has stated in his recent interview that CFG could supply up to 7% of UK palm oil demand by the end of the year.

All G: Planning a commercial product launch this quarter in China and the US, with precision-fermented lactoferrin targeting the $90billion global nutrition and infant-formula markets.

Meatly: Having completed its initial product release last year and making progress behind the scenes, it would be surprising if there were no further in-store launches this year.

BluNalu: Following the recent update, we should finally see their fish on plates this year, even if it’s just initial tastings.

CellX: Mycelium products now released into the US market.

LiveKindly: A return to profitability.

I’m not concerned about the impact of portfolio companies liquidating Agronomics shares. Share investments represent a small proportion of agronomics total investments, some are subject to lock-ins, and any selling pressure should be outweighed by the prevailing price momentum from real portfolio progress.

I agree with @StopAnimalAgri that New Agrarian is needed at this stage to support portfolio companies, and I see this as helping rather than hindering ANIC’s long-term success. I would be disappointed if clean food group had an IPO and ANIC sold some of its stake.

I do expect the share price to rise this year but the question is when. With some of these companies’ like CFG dramatically increasing in value I personally think 15-20pence could be achievable this year.

Latest Meatly promotional video:

https://www.linkedin.com/posts/agronomics-limited_agronomics-portfolio-scalinginnovation-activity-7416781062439231488-Sile?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB5ZPvwBx5ymgIn11eL78NOP49o4GU0HIs0

Meatly and Mosa Meats have much better fundamentals than Meatable did with Meatly already having UK Market approval, having briefly released its dog biscuits into a pets at home store early last year and just needing to scale, while Mosa Meat is involved in the UK regulatory ‘Sandbox’ program indicating a clear path towards regulatory approval and has reduced its production costs by over 99% since its original burger in 2013. These are both areas where Meatable was struggling and had a much longer cash burn period than Mosa or Meatly which probably spooked investors in 2025 preventing it getting the funding it needed.

Meanwhile for the ‘coming soon’ fans here is an article from All G (December 2025)

https://allg.com/newsroom/all-g-the-australian-technology-page.pdf

Https://solarfoods.com/solar-foods-receives-an-order-for-solein-from-ambrosia-collective-in-the-united-states/

I agree, at the moment until we see on the ground progress, products released into markets etc this remains a high risk, high potential reward stock.

*the only other cultivated pet food company I have heard of...

This is a disappointing setback for this portfolio and the cultivated meat industry. However, in the long run if cultivated meat succeeds it will probably find its way into pet food eventually and I will be keeping an eye on the only other pet food company I have heard of Bio-craft to see if it survives 2026. Good to see some more positive funding news from Mosa Meat after their successful Crowdcube fundraising early this year. Happy Christmas.