Member Info for dominicusbenacus

i like this one:

“it’s not the vegan angle, it’s not the animal-free angle, but supply chain stability and consistency,” said elizondo."

finally someone speaks a language that is plain capitalism and zero dogmatic and polarizing.

we do not have to throw the vegan or animal free argument at all. this is enough. phantastic perspectives from these investors. great anic has stake from early rounds and same time too sad anic has no cash to play and keep their share percentage up in the follow ons.

well walmart hopefully shows tangible revenue. exciting times and super excited to see their numbers in 2 quarters from now.

**** yes. finally some hope for revenue

Lol. My portfolio is fine today. What's the reds :-)?

Yes. Them showing face in the game would be very reassuring at this moment.

@nanopayment: looking at your rate of engagement I expected your allocation to be inverse ;-)

how much percentage of ANIC do you guys consider the maximum?

8.1p ------ aaaaand there we gooo!!!! Love this momentum

Just crashed the 8.1p with ask price at 8.3p. Spread tightened during today. Many buyers. Less selles is what this tells me.

I guess it will generate attention as soon as Elon jumps on a comment on X

Check the order book. You get 300k shares at 8p. It was 400k just 30min ago. It's moving fast.

Once this shares are bought up, the price will hike up

Just throw some now. The momentum is insane.

I bought 30k shares this morning and have placed more market orders already

6p with way too many shares :-)

Yes ANICs, go push go for 8p like there is no tomorrow. Crossing 8p will trigger some serious uptick.

Please your market orders :-)

i really like that ajinomoto is eager to get this figured out. they are really testing the **** out of the market and if and what the consumer receives well and adopts. they learn a lot and hopefully figure out the formula that works with solein.

solein sp is stuck though and i believe because financing of factory2 is not secured but only planned. i hope for some uae money.

Sorry. Just saw my previous post was kind of cut in the middle.

Version 2.0

Well. This great. Its states JM and friends are still wanna play the VC game -- for New Agrarian :-). It is also unfortunately not going to be in ANIC.

They raise money because Jim Mellon, friends, and the new LPartners know very well what is obvious: After this 4 year long dry out phase in the AG Tech Sector, there are plenty of hot startups with dirt cheap valuations . Unfortunatelya DM sadly, ANIC can not buy any of these hot opportunities because allow to issue new shares without dilution --> and then buy dirt cheap hot startups and secure crazy future gains. At this point ANIC only can wait and hope that soon one or two startups take off. But I believe at this point the sector will not be as cheap anymore. Well. We'll see.

Well. This great. Its states JM and friends are still wanna play the VC game -- for New Agrarian :-). It is also unfortunately not going to be in ANIC.

They raise money because Jim Mellon, friends, and the new LPartners know very well what is obvious: After this 4 year long dry out phase in the AG Tech Sector, there are plenty of hot startups with dirt cheap valuations . ANIC can not buy any of these hot opportunities because will attract serious and institutional money --> new shares --> buy dirt cheap hot startups and secure crazy future gains.

Very easy.

fully agree. all retail spikes which don't stick. retail gains never stick. institutional investor gains stick coz they are not going in and out or loosing their **** once decided and come with bigger pockets.

as long as no institutional investor comes back, this will all be weak retail spikes.

that being said, institutional investors will come back only if governance, incentive policy, and revenue is in line. until then anic sees spikes and with

Solid thread. I’m bullish on the tech and portfolio too—cost wins, and Liberation-style infra is A real enabler. For ANIC to be a long-term multibagger, three things have to line up:

Operations: Lib Labs running at high utilization with arm’s-length, commercial contracts (not just friendly flow), plus visible revenue steps from the portfolio.

Capital discipline: dilution only when accretive; lean on grants/debt where possible; no issuing equity at a wide discount (is promised at least this).

Structure & trust - most important: Insider Incentives that pay only if share holders win (e.g., only on relative raises if SP ≥ NAV and NAV above HighWaterMark), plus a discount-control policy (programmatic buybacks at wide discounts i.e. always if >30%).

Do that and £1 over a cycle isn’t fantasy; skip it and persistent dilution + a stubborn discount cap upside even if the science delivers.

Institutions haven’t returned despite the PR lift and great portfolio progress for a reason —> governance clarity + capital policy are what usually pull them in, not sentiment pieces.

Greenshaw, every time concerns about ANIC governance or delivery come up, your answer is the same: “It doesn’t matter -- nothing to see, wait patiently, everything’s fine.” That’s narrative spin -- minimize, deflect, delay -- it is not analysis.

Serious investors know political risk, CEO uncertainty, lack of transparency, and structural governance issues do matter—not because people “watch the SP like a horse race,” but because capital flows only to companies that match optimism with execution. Reassurance rethoric alone doesn’t close that gaps. Accountability does.

If there’s hard RNS/filing data that contradicts this—happy to read it.

The article works as soft PR and paints an optimistic picture and smooth narrative for retail investors, but it doesn’t address any issues weighing on the ANIC stock:

– Where is management execution — e.g. on confirming a permanent CEO, winning institutional investors back, or telling what action in their control management took, in order to Proactively help Liberation Biolab, that led to countable outcomes.

– Why the lack of transparency on a regular basis? In the RNS (24 Sept 2024) they promised to “ensure investors see the value…” Yet there’s still no clarity on PR spend, strategy, or actual goals. What we see instead is a low-engagement LinkedIn page and self-serving articles.

– What’s the actual plan to mitigate political risk? The article (and Jim/Agronomics) simply keeps dismissing these headwinds as a masquerade instead of explaining how they intend to respond.

A very similar piece just ran on Yahoo — same rhetoric, lots of words and “hero” storytelling, but no data and no accountability. If this is where the PR budget (our shareholder money) goes… nevermind. Publishing two self-soothing articles while the permanent CEO remains unconfirmed is, frankly, odd.

Optimism is fine, but unless the board matches rhetoric with delivery, these pieces risk eroding credibility further with serious capital. And it raises the uncomfortable question: are shareholder funds being used to build long-term value — or just to polish the narrative?

@jjmac6289 – The cash figure is one piece of the puzzle, but it misses why institutions still stay away and NAV gap keeps being as is. BlackRock was in and sold out entirely — and even with big portfolio progress, a PR push, and a healthy-looking NAV, they never came back. Same with U.S. investors (retail and institutional) — I’ve heard directly from someone close to the early team that U.S. investors simply won’t touch ANIC at all while the legal structure remains convoluted (Shellbay etc. -- institutions must follow their internal policies and this policy), the CEO role isn’t permanently publicly confirmed (Philip Boigner since 10 month temp while missing his only RNS referenced goal), and incentives aren’t tied to actual shareholder value (fee if: SP ≥ NAV and both rising above the high-water mark).

Liquidity could be a lot stronger without touching core holdings if management acknowledged and fixed these "in-house issues". Until then, institutional capital will likely stay on the sidelines, and the gap to NAV will remain and represents a strategic liability for the reasons already discussed (hands tied, reactive not pro-active position etc.).

Lol. Cult Food has massive issues and failed to file their quarterly report. A 25% happened a couple of times during past month.

In order to protect Agronomics ANIC reputation, I would urge everyone in this forum to not mention Cult in the same post as ANIC. Let alone the same sentence.

I agree with Nano here. The newsletter is a very selective information, old information, sloppy numbers, and no mentioning of the identified challenges ahead and what measures management will take to address these.

It's an selective but incomplete picture.

Markets price future not last