Member Info for gonsan

I love this share. Nobody really pays much attention to it, at least on forums and comments. But the company keeps doing what is supposed to do, sticking to a clear strategy. Again, the demand for what they offer is not going to go down! Consistent and high divis, and now a nice capital appreciation.

Chill out crew. When we starting buying back in 2021 we knew it was a 10 years bet. Things are moving, macro does not help, but science continues accelerating, and luckily it looks faster than the cash we have left.

I am quite relaxed, even when I am nurturing a very important paper loss of 65%.

It is going to be ok. We are backing the right science, and although some of our companies died and might die, some are getting stronger and stronger by the day.

Patience

Years ago a poster named Quetta warned us against PFC. Many took him for a deranged or estranged fired ex PFC worker holding a grudge.

He got tired of warning us and people ignoring him and at some point disappeared.

Apologies Quetta. You were prescient, you warned us. We did not listen.

I wish I had, but I got myself carried on by the rampers.

I repent and had paid my price. Forgive me

I dont want an offer. i want to mantain a very healthy divi and a good company with a good product, and luckily without ever a lack of customers.

Well.. only 61% down now... and I still have 6 years vs my original 10 years wait plan! We will see 1GBP. It is going to happen. Patience

What did you see in the chart that made you think you have to sell?. Just curious to see if I learn something

I like StopAA proposal. Clean meat. A stake and territory to claim all right

As opossed to cruel, feaces and antibiotics laden industrial mince and chicken.

Lets ruffle some feathers, pun intended.

PR Stunt or not, what is certain is that it is progress.

We have had a string of good news with Lib Labs, Mosa and now Meatly.

Keep them coming.

Well... this enthusiasm might help us to prove the nav is correct for this company at least. Although I am not sure in which conditions the raise is done and if it is at a discount or premium vs. what we paid for it.

Hello all. Just my 2 cents.

All my "heavy assets, big dividend" shares are struggling at the moment. It is not a TMIP only thing (it might be ME, who knows).

It is cycles, but little by little we will accommodate and align better and better with this "higher for longer" interest rates. I don't think assets will become cheaper in the future, in a sufficient long run (without being silly) they normally just go up unless completely obliterated by new technology.

So far i can not see alternative to marine shipping. Well, yes, total stop of commerce.

I will continue reinvesting the dividends from all my "heavy assets" shares. Unless i can see bankruptcies or severe mismanagement (like the one I suffered in DGI9). I do not think that is the case here.

Who knows what will happen, but one needs to take decisions..

Approval in the US

https://www.greenqueen.com.hk/all-g-bovine-lactoferrin-self-affirmed-gras-us-precision-fermentation/

It says launch in H2 2025 in US. I assume manufactured by Liberation Labs?

Hand in glove.

Merry Xmas.

Garibald1, this will probably make you feel better.

Im 35K (GBP!) down with ANIC.

Hodling.

Well, i just received a message from my broker saying that soon my warrants will expire. Use them or lose them at 30p... This is the minimum it was thought we would be at a couple of years back.

At least in the message they were kind to remind me that i would be paying much more than the current share price.

It will come to 30p, just much later than expected.

If a delist happens, what happens to sharehoders?

Well managed, solid, with quality product and an endless supply of people needing their services...

I will not only keep but adding more next year

It really is a pity that our share price is so low versus estimated NAV and we can not issue more shares to continue investing.

Now that some companies are starting to get traction and are moving to more serious rounds of investments.

I wonder if the parallel new agrarian private company is putting money in these rounds.

Anyway, good news, Solar, Formo, Galy and hopefully we will hear soon from others

Solein the product. Solar Foods.

A little of hope amidst so much gloom with the companies in our portfolio.

https://solarfoods.com/solar-foods-obtains-self-affirmed-gras-status-for-solein-in-the-united-states/

It has been a very long time since I posted last. Down 3/4 of my investment. BUT I HODL!

I am not worried some investments are written off, it is expected. I am much more worried about the dilution on the promising ones due to not investing anymore in funding rounds.

Happy week to all.

Hey, Could you share with us the main points please?

I just wanted to say hello after a very long time and tell you again that this is the best chat in LSE by far.

I eagerly read your comments and I think you guys are not only knowledgeable but very balanced in your views. For those like me that do not have that capacity it is incredibly useful.

I am very happy with my position in TMIP and how things are going.

Smooth sailing to all the fellow investors