Member Info for Bobolon

Solar Foods is due to start selling Solein as a ready-to-mix protein powder in the U.S. via Texas-based supplement company Pothos. The limited early release is planned for Q1 2026, targeting the health and performance nutrition market.

https://www.proteinproductiontechnology.com/post/pothos-moved-to-bring-solein-to-us-consumers-with-new-prvl-protein-line

https://solarfoods.com/pothos-introduces-solein-powered-protein-products-to-consumers-in-the-united-states/

Liberation Bio promotional video: https://www.linkedin.com/posts/check-out-our-new-video-that-debuted-at-global-ugcPost-7394499007403831297-PjoQ/?rcm=ACoAAEbmZ18B1DqPg111hbtsfVqEYMHzEvjreI4

Good news from LIVEKINDLY as they have regained profitability.

https://vegconomist.com/company-news/livekindly-collective-achieves-profitability-for-the-first-time-since-2020/

Meanwhile Solar Foods have signed a deal with the European Space Agency to trial growing its Solein in space but they are going to have to be careful about their marketing around this ‘Pee Protein’.

https://www.foodmanufacture.co.uk/Article/2025/11/12/the-european-space-agency-esa-has-signed-a-deal-with-finnish-startup-solar-foods/

Https://vegconomist.com/guest-posts/guest-post-is-cop30-missing-opportunity-highlight-food-system-solutions/

All 9 of new agrarians investments to date have been in Agronomics portfolio companies and Agronomics has referred to New Agrarian as an affiliate investment company so it is beneficial to agronomics portfolio companies and should help this portfolio succeed especially if ANIC companies need additional funding while the share price price is so far below the NAV.

I was looking at CellX's (1.3% of this portfolio) recent developments as I thought this was a promising company. It seems they have decided to license out their cultivated meat technology rather than make their own products and a article from 2024 says they the licensing models for cultivated meat has been implemented with several partners; but since April they have been selling their mycelium 'jerky mushroom' brand in the US which should start earning them some revenue.

https://vegconomist.com/fungi-mushrooms-mycelium/cellx-expands-us-market-gras-cleared-morel-mycelium-new-jerky-brand/

https://getmourish.com/?srsltid=AfmBOoqfO9wO9puqQzeDgw-fNjp5Y8xxGf-BYYLcYCHACTRbeErwEEWP

'It’s no small feat to bring the first new banana in over 70 years to market'.

https://www.linkedin.com/company/tropic-bio/posts/

Https://solarfoods.com/solar-foods-joins-forces-with-european-universities-in-a-european-innovation-council-sunlight-to-food-project/?_hsenc=p2ANqtz-_TS9zpCF7-PCjhGP2s2tWFbYzKkZe0NA6HJrNuJmjw9QAdL9UPy_qAnwve-HDJf9j33GsyRVEsKtZVYLN00p75OwaQqg&_hsmi=381354827

Https://www.greenqueen.com.hk/craft-consortium-cultivated-meat-farm-lab-grown-farmers-eu/

This guy on YouTube: https://www.youtube.com/@LabMeatGuy has started making short videos on cultivated meat so I mentioned Agronomics in the comments on one of his videos. I personally wouldn’t have called the channel ‘Lab Meat’ but seems like a good initiative .

Https://solarfoods.com/the-japanese-food-company-ajinomotos-solein-powered-ice-cream-boosts-the-world-aquatics-championships-singapore-2025/?_hsenc=p2ANqtz-_uvwFqMgaCc7bKcO8wzNuVXfZf0OhnNnzT7SMk4GOS7D9dbPCPxq7QtXFnRtqO1WnNb9XEOMD5N8c6KaS-_ALwO8-i3g&_hsmi=371882174

RE: JM interview: Looks like there will be quite a few catalysts coming up for this portfolio towards the end of this year and the start of next. Hopefully we will see some tangible growth.

Https://assets.ourworldindata.org/uploads/2019/11/Global-land-use-graphic.png

California Cultured podcast https://poddtoppen.se/podcast/1790279851/food-truths/cultured-chocolate

Meatly article: https://www.ift.org/news-and-publications/food-technology-magazine/issues/2025/july/columns/startups-innovators-next-gen-pet--foods-are-here

On the subject of land use and the potential for this technology to free up land for ecosystem restoration this article from 2018 shows how human land use has changed the amount of carbon ecosystems store and how this could change again in the future: https://futureearth.org/2018/01/31/how-much-carbon-does-the-planets-vegetation-hold/.

Https://www.biospace.com/fda/fda-layoffs-continue-as-former-commissioner-robert-califf-speaks-out

https://www.food-safety.com/articles/10208-rfk-jr-directs-fda-to-explore-ways-to-eliminate-gras-rule-for-food-ingredients

Https://vegconomist.com/ingredients/biocraft-pet-nutrition-registration-sell-cultivated-pet-food-ingredients-europe/

RE: Yes Please!

I was aware that PF products might be used as a culture medium for the cultivated meat products as it was mentioned in this channel 4 documentary a couple of years back (32 mins).

https://www.documentaryarea.com/video/Apocalypse+Cow/

RE: BBC Article

This was also reported on Sky which mentioned Agronomics and had comments from JM.

https://news.sky.com/story/how-lab-grown-food-could-be-on-uk-shelves-within-two-years-13325612

On the topic of the US despite the state bans, it is good to see the FDA approving cultivated products.

Bioreactor technology

Further industry innovation taking place,

https://www.greenqueen.com.hk/buhler-ever-after-foods-tnuva-cultivated-meat-bioreactors/

Agronomic should also get a Bluesky account since so many potential investors have moved to Bluesky from Twitter.

It looks like lab grown leather might be back in this portfolio.

https://www.prnewswire.com/news-releases/sustainable-leather-technology-advances-with-collaboration-between-meatable-and-pelagen-302373391.html

While I know ANIC is not currently in a position to make new investments I think New Dawn Bio (a very new startup), focusing on cultivated wood, would make a great addition in the opportunity ever arose.

https://www.youtube.com/watch?v=VQRejzwmwO8

https://www.linkedin.com/company/new-dawn-bio/?originalSubdomain=nl

Https://solarfoods.com/solar-foods-initiates-factory-02-pre-engineering-with-targeted-operational-start-in-2028/?fbclid=IwY2xjawIcINBleHRuA2FlbQIxMAABHdulcNqDGc1MDU5AETEVISQMl8KO3sRvrCEATZ3e61mTsQO_MO3DSQb3-g_aem_0HBJU2BirUzBTzgRL_BlZw

I don't know, but my first guess would be that because this stock is still waiting on a few significant events such as the opening of LL, maybe some investors think they can make some quicker money elsewhere before coming back to this when its closer to commercialization?

Mosa Meat has submitted for regulatory approval for its fat in Switzerland. It intends to add cellular beef fat to plant based burgers.

https://thenextweb.com/news/mosa-meat-applies-cultivated-meat-approval-switzerland