Member Info for Chazzy2

Well you're a cheerful soul aren't you!

Lee, thanks for the link.

We may not agree on much with regards to Seed but you're spot on with AI. I think the party has just started and will see massive compound growth for many years, particularly in physical AI which I believe is the next big growth segment of AI. Rather than trying to chose the individual stock winners I personally like etfs like wtai and paig which I think will do very well over the next few years.

Lee, I accept that poor decisions have been made in the past and I clearly remember the Leap shaninigans and was as as angry as the next person as to how we lost money on what was clearly a fast-growing company. I never believed in the cannabis investments either as I thought it was just a hype cycle and felt that Ffwd at the time lacked direction, but I do believe that JM is actually a man of integrity despite what some people believe, and is doing his best to turn things around for the better, and is seriously trying to change the culture of the company. To be fair he didn't have so much influence when Abony was in charge but has it now. Feather looks great on paper admittedly but is a wild card with enormous potential if they reach their milestones. Clean food group also has enormous potential and was a start from scratch investment for Jim which has already achieved a great deal, so you have to give him credit for that at least. Time will tell of course but Jim is a successful visionary with a knack for spotting emerging trends so his investment decisions are worth paying attention to.

Posting is clearly pointless as the board is populated with disgruntled past investors who have clearly had their fingers burnt.

That's a shame. We could do with a balance of positive and negative.

Actually long time poster but just not recently. I've been out of Seed for years because of the lack of focus but am now picking up interest again as the change of direction towards robotics looks interesting. Why do you post if you are disillusioned by Seed? I personally wouldn't waste my time. Find a share you're interested in instead.

The buyers will be back.

Forgot to add... it's currently valued at about 60 million. Do the maths!

Https://www.youtube.com/watch?v=HY0PgG9HShM

Very interesting presentation. The best part comes 11 minutes in. I particularly like the part about the company being valued at 5 billion dollars by 2028. The growth of this company if all goes well is absolutely phenomenal.

The funding of LL and then its profitability would be a game-changer for Anic providing both proof of concept and more than sufficient funding for sustainable growth. The cell Ag companies I still see as years away companies and high risk as their adoption will face massive headwinds by the traditional Ag lobby. Anic's focus of precision fermentation is a smarter strategy as the ingredients market won't face the same challenges once price parity is met. The environmental and ecological/animal welfare arguments are overwhelmingly compelling in my view coupled with the fact that precision fermentation has already been used for so long now. The PF market is projected to grow at a CAGR of over 40% per year so enormous expansion opportunities for LL once it's up and running.

Thanks Alex for hosting and sending us your interview with Anthony Chow. Interesting interview. It's good to know that Anthony is still positive about the future of the Agronomics portfolio and that funding is still coming in. I think the next major news event will be the funding of Liberation Labs when it comes which will provide Agronomics with sustainable positive cash flow when production commences in 2025.

Hi Van2000, big pharma acquire small biotech companies all the time. Recent examples include GSK's acquisition of Affinax for $2.1 billion. Affinax had a pneumococcal virus vaccine in phase 2 trials; Astrazenecca's acquisition of Cincor for $1.3 billion for a drug for treating hypertension and kidney disease; Merck's acquisition of Prometheus Bioscience for $10.8 billion for a phase 2 bowel disease drug; and Pfizer's acquisition of Seagen for a staggering $43 billion for a cancer treatment. The big pharma companies are clearly willing to pay big bucks for the right drugs, even at phase 2 clinical trial stage in some cases.

Whilst the consensus view is that xf-73 will find a big pharma to take it through phase 3 trials there is always the possibility of course that big pharma will make an offer for xf-73 outright to have full control. What would big pharma be willing to pay for a drug which would potentially generate billions per year in revenue? Many big pharma companies are awash with cash at the moment and willing to pay very large cheques to bolster their pipelines of assets ahead of expiring patents.

If link doesn't work just Google 'Master Investor show 2023 agronomics youtube'

Https://www.youtube.com/watch?v=cqul2NPTb5I

You guys seriously need to get a life!!!
Sometimes you just have to agree to disagree.
It's really not that important!

Many thanks for your detailed notes once again Wally. I did actually listen to the presentation but it's great to get a recap. I was slightly concerned when Monday's RNS came out about the lack of efficacy data but it makes sense now as there is plethora of data to analyse judging by the presentation slide. Plenty to look forward to in 2023 and I see a gradual climb to previous highs and beyond early next year.

DesertStar, I've just noticed JS has put out a video this morning which seems go some way to reassuring me that all us still well (look at polb twitter). In the video he states that although safety of polb001 was already demonstrated it has now additionally been demonstrated in an inflammatory setting was was important to prove. He stresses also several times that the detailed data analysis is essential in attracting big pharma next year, so perhaps it would be premature to make a hasty analysis of the results just for the sake of appeasing shareholders in what I suppose is not a totally binary outcome. I do feel more confident having listened to the interview as his body language and enthusiam for striking a good deal are both very positive.

Looking back at the interim results RNS in Sep it states that initial results from the trial are expected before the end of 2022. The big question therefore is what do initial results mean. I, like most shareholders assumed initial efficacy data. If it meant only safety data it was not clearly stated hence the sense that we have been mislead somewhat. Safety was never really going to be an issue as polb001 has already been demonstrated to be safe. I do find it slightly concerning that there is no mention of efficacy at this stage. Does it really take 4 months to determine whether polb001 blocks inflammation? Some initial read out and interpretation of the results could surely be made.

Commercialisation takes time, particularly in the medtech industry because it's such a regulated one, but rest assured it is happening. View the interim results analyst meeting. It will give you all the detail you need to be confident that progress is happening. The share price decline is reflective of the bear market generally, not an operational one.