Member Info for gonsan

Ohter posters wrote to Evraz and the reply the got is that they "still can pay have the means and is techincally possible, but they do not know in the future"
I am not buying for this dividend. It might get paid or not. If the Russian biggest shareholders get their assets frozen I doubt they want the money seized immediately, i assume they would prefer "the company" to own it still, and used to compensate current loss of business or pay it at a later date when it can be "safely theirs".
I buy because unless the company totally collapses, its value is much higher than the current price, even with Russian assets and operations discounted. (I think and hope!)

A lot of the rampers might have left the building. I just doubled my number of EVR shares right now.
I can afford to lose it (not that I want to of course or would not pain me) but the risk reward is enormous here after spending the last 3 days thinking about it.
Even if it takes 5 years for the dust to settle, the Russian assets are scrapped etc i think it was worth the risk.
I will not tell my wife though.

Does the geographical revenue split (I understood about 35% comes from Russia) match the manufacturing volume split?
I mean if it ceases or finds impossible to sell volume produced in Russia, what impact would that have in total revenue?
If anyone knows I would be very thankful

I am trying to access the EVR website to listen to the conference. But i cannot access it, i assume its protecting against cyber attacks.
I want to check if the claims made by Calamari and other posters that EVR cash to pay dividends in held in Russian banks are facts.
According to the posters it was clearly said in the results conference.
Has anyone checked? Is it true or just speculation?

I think this is just a way to put enormous financial pressure on those who are seen as influential to Putin.
What the west is doing is demonstrating they can crush and collapse anyone without the military.
Unleashing Financial chaos.
I can see Putin going out when his “circle of trust” decide to turn against him.
It might happen soon

Thanks RWT2 for the context.
Perhaps saying philanthropic is a bit rich, agreed. But I don’t think he is doing it just for the money.
I am not saying he would do it if there was no money , neither that he does not like his moneys. But he seems to have genuine passion and interest for the subject and to make it successful.
Perhaps I just am naïve, who knows.
I for one would not know how to invest in this space if it wasn’t for Agronomics. So if he gets the right investments and my money helps the change and I get well rewarded, he can take that 15%

Thanks for sharing, I really like that. I agree that market is huge, huge.
I think Mr. Mellon is doing his work very well, and yes I am sure he wants to make lots of money, but whenever I listen to him I think he has as well real "philanthropic" motives for a better world.
I like we are still concentrating on substituting animal protein with cultivated protein and not getting distracted by vegetable substitutes.
Not nice to see the price dropping to 17 now, but as i need to buy my kids shares, kind of ok with it.
Looking forward to see how they deploy the rest of the money raised.

Well… I had just decided to buy some shares this morning at 300.. bad timing! But surely something to enjoy si os for years to come

Dear Agronomics fellow investors,
Today my last automated order triggered and now i hold the 100K shares I had as a target.
Unfortunately my average is 22.9, but lacking any other reference I thought that getting at par with the warrants would be ok for the long term.
I keep thinking there is no theme or industry that could be disrupted as much as cultivated protein (well perhaps the gene editing innovation), I hope I am right not just for my moneys, but for the many reasons you have all posted before.
Idg69 - We posted before about getting some shares for our kids ISAS. As soon as vanguard transfer them to HL I will do so.
Sorry for sharing something so trivial, but I am quite happy with reaching the target and no-one else shares my excitement at home (only my oldest child). Even if on paper i will need to nurture heavy losses for years I am sure It will pay off!

It seems not. Anybody with experience studying this reit that could help? I am exploring different reits to make a little portfolio, but I find it very difficult to discern which ones are well governed and which aren’t…
Thanks in advance

After a lot of doubting on which reit to invest I decided to start a position in this one. If there is something we won’t be sort of in the future is of older people wanting decent accommodation in their late years. I’m looking for stable and reliable income. So I took this gamble. Let’s see!

Of course, food security is of the utmost importance in the geopolitical game. So this is something to be welcomed as the "western" companies where ANIC invests would get the support from western government for that reason. I think..

Is it time to buy more? What do you think?

Happy report that I am now back to even at an average of 133.1
Thank you very much to all the posters, I started with a position at 156 but I never thought about cutting my losses when it started going down. Indeed i decided to increase the position based on what I could read on this forum.
Not to repeat what many of you have posted but I am confident we will see well above 200 relatively soon.
Yes, it might flop but its the share i feel most comfortable with in all my portfolio for next year
Good luck to all and thanks again for your views and contributions

https://www.bloomberg.com/news/articles/2022-01-10/fda-weighs-approval-of-lab-grown-meat-sales-in-2022?srnd=businessweek-v2

I am definitely ready and I hope the rest of the world is too. This would be great news for our investments.
All the best for 2022

This is the only thing I am fearing, we hear of more and more companies on this area that supposedly will have products soon. So I hope Mr Mellon and Co have picked the true winners, but I thought that the IP was very proprietary and difficult to replicate, however the number of companies might suggest otherwise. Anyway, I will keep heavily invested in ANIC. Surely I would not pick companies better than ANIC and neither have access to invest on them anyway. Happy New year for the futurist fellow investors.

Apart from my own investments I think I am going to transfer half of my kids junior ISAs into ANICs. The more I think about it, they have time on their side to let these type of investment mature. And I guess it makes sense to buy them Investments that reflect the world they will live in when they are young adults.

Just to clarify, you can buy X number of shares at 23 now. Apart from the shares you get, you also get X “warrants” which are rights to buy more shares in 2022 at 30.
You can later decide to exercise those rights or not

Hello Harshadmehta,
ANIC is issuing more shares to raise more capital and being able to buy bigger stakes in the companies it invests on.
Because you own some shares, they offer you, through your broker, the possibility of buying a number proportional to what you own.
They are priced at 23, and if you buy them you will have the right to buy again shares in 2022 at 30. This means ANIC thinks the share price will be higher so 30 will be an attractive price.
HL is letting you know, soon they will send you a message explaining it and in the website you will have the opportunity to accept or reject the offer, through the “actions” buttons.
If you accept, you will have to have the funds in cash available in your account by the date HL tells you to. Then they will buy the shares on your behalf without needing to do anything else.
I hope this helps you

I just took a 50% loss in another investment and bought more of ANIC today. If there is a chance I will be doubling those moneys to recover the loss, it will be here.
My average now is 26.