Member Info for idg69

Despite a lot of encouraging industry wide news and progress, this share is consistently stuck at 6 to 7p. Apart from a frisson of excitement back in 2021 this share has gone fundamentally nowhere in over 15 years. I’ve been invested nearly 7 years now and it’s testing my patience. RethinkX in 2019 talked about a revolution in food coming in a 10 year period, things are going to have to accelerate at a fair pace for their forecast to come good.

I didn’t miss out on the rise, I’ve been invested for years starting at 27p, bought on the way down to average at 14p and sold out on Monday at 25p to make a solid profit. I’d been 60-70% for quite some time so very happy to finally take my profit and hold cash whilst the turbulence around us continues. I wish everyone much success I’m just saying be careful.

So much ramping going on here, where were all the specialists about IQE when this was lingering around 5p? I’ve seen this so many times with AIM stocks over the years, the phrase pump and dump springs to mind. Be careful you don’t get left atop that spike, it’s a very painful place to sit, take it from someone that’s been there. I wish everyone well but be careful out there.

Https://www.sciencedirect.com/science/article/pii/S2666833525002096#:~:text=Precision%20fermentation%20is%20transforming%20the,milk%20or%20albumin%20in%20eggs).

Some great info out there. I bought another 50k on Friday and plan to keep adding at these levels.

Https://vegconomist.com/protein/solar-foods-develops-mayonnaise-solein-protein-egg-yolk-replacement/?utm_medium=email&utm_source=rasa_io&utm_campaign=newsletter

This could be a game changer. I’m quietly confident about Agronomics and continuing to add to my portfolio.

I haven't posted for years on this board. I started buying in the mid 20's around 2021 (Phase 1) watched it peak around 32p. Sold out at break even as things started to slide (Phase 2) and went elsewhere for a few years whist the tech caught up with the initial hype. I had 100,000 at an average of 27p so quite a lot of cash invested. I'm back in with 100,000 at 6.2p so I'm feeling quite pleased with myself considering the investment howlers I've made in the past 13 years. I'm happy to hold now for the next 5 years. I feel a lot more confident about ANIC 4 years on.

Haven’t posted for an age but keep popping in to see if there’s any news. What a shambles this has become over the last 2 years. 1st bought in the mid 20s and sold at about the same so no profit to speak of. Bought back in at 6p recently thinking it can go too much lower can it? How wrong was I. Always had this down as a 5 to 10 year play anyway but would be nice to see a sentiment change sometime soon. Hopefully Liberation Labs should put a spark under this when they go live. This is now a seriously cheap entry price if you believe in the ‘future of agriculture’

I see the rampers have arrived. I’m delighted HL is back on board in an active role but we are still very much in the deep dark woods and a long way to go to get out of them.

This news vacuum is sending this share in to a death spiral. What are the EML employees actually doing on a day to day basis to justify their salaries. As I have said before on too many occasions - pitiful situation.

How low can this go - a big fat 0 if the CRUI don’t award the ESIA. What a poor state of affairs this has become. I’ll put money on it that OCP wouldn’t have been put in this situation. GC and EML should have been in talks with OCP about working together on this project/resource years ago to facilitate government approval

Thanks for posting, but when you have a state owned interest like OCP in this space, I'm not sure the regular rules apply.

Just ignore him and let him play with his crayons quietly in the corner. He’s not really bothering anyone and if it makes him happy. It’s nonsense to chart EML.

What an appalling position EML are in 3 years on from submitting the ESIA. Very poor news flow from the BoD. I would very much like to know what GC and his associates are doing to expedite matters with the local government officials. There must be some dialogue happening behind the scenes. Very disappointing situation.

Is the pope catholic?

Https://www.rethinkx.com/blog/precision-fermentation-first-major-food-market?utm_medium=email&_hsenc=p2ANqtz-9ibtlcofhpfJSDSTgvYnuyoubLWg2C73xmNr2gedUZWerMZxWJTFDAyUBl8ZWi0h-zNW5Gd3ZNVVr1uBmwqjOr8No2rg&_hsmi=317030144&utm_content=317030144&utm_source=hs_email

Recent ReThinkX blog on precision fermentation - a little breakfast reading

Agreed, but let’s not forget you only have to disrupt the 3% that’s protein, approx 10% vitamins and minerals (bought in) the remaining 87% is just water. So whilst 19 billion gallons of milk is a huge figure it’s only 3% you have to displace to disrupt this industry.

A little rise ahead of expected news perhaps. I see this as just speculative buying in advance of potential news before the month end. God I hope the ESIA is approved without too many caveats.

Https://www.rethinkx.com/faq-and-mythbusting/why-arent-other-modern-food-technologies-disruptive-in-the-same-way-that-precision-fermentation-is

Great insight into the benefits of PF for those that haven’t read the ReThinkX paper.

It's only natural that frustrations are running really high right now after 3 years of deliberation. We are on a knife edge as to the future of the business and it's outside of the companies control. I still think that the excellent KMP scoping work undertaken during the long wait will prove invaluable and get the EIA approval over the line. Approval will come with conditions when passed, the CRUI would be irresponsible if they didn't impose any and EML will have to work hard to overcome them. I watched a documentary 10 years ago regarding the future of water around the world and issues caused by it's scarcity and we are now living through those projected times. It's always the darkest before the dawn (and all that) but let's hope that's all it is and good news comes our way in the next couple of months.

There are currently no open short positions in Emmerson.

I suspect lot's of small trades over the last 6 to 12 months would go un noticed in the grand scheme of things.

Things are going to get awfully quiet around here until news comes forth.