Member Info for idg69

Yes it’s a very impressive interview. Mark Warner is a highly intelligent and knowledgeable guy who presents very well. I was always confident Liberation Labs would be one of ANICs star portfolio companies, I am more so now.

Https://youtu.be/Pj6qeMjj9bs?si=0ORJDXJMaaFfq6QA

We can't progress to finance and building a mine without the ESIA approval so I would say this is very much a binary decision. Still can't believe we are stuck in this position 3 years on. The CRUI have us over a barrel and I'm sure they know this. I wonder if anyone on the approval committee have been buying shares on the QT?

Look at the longer term graph for Cult and they have had a massive fall from grace. Whilst I really object to Mellon raping the accounts at will for his take on the percentage of NAV (which I'd love to know the accurate formula for) I think I'll stick with ANIC for the foreseeable future. Solar Foods will be a star player in the portfolio as will Liberation Labs amongst others. I hate to see the slow share price decline but it will turn when Mr Market takes notice of this industry.

The planet does not have enough available water/farmland to cater for a growing population increasingly eating a meat and dairy intensive diet to continue in the current vain. New methods of meat and dairy production will have to prevail just to cater for a growing population/trends. I for one am not worried about the available marketplace for PF and Cell Ag products. These products will end up in foodstuffs and no one will be the wiser of how they were manufactured. The meat lobby in the US will naturally kick back but the world doesn't revolve around the US despite what the US might think.

Time this got moving - that's an understatement to say the least. Now is the time to stay patient that little bit longer. It's always the darkest before the dawn and all that, but it's true. I'm going to predict approval will land before the end of August. I've previously sold out of two big growth stocks just before they exploded, I'm not prepared to do it a third time. I'm holding my nerve and sitting tight. GLA

Plenty of volume today, but sadly twice as many sold as bought. We're going down down deeper and down. I'm not sure at this moment in time what will turn the tide. "We are on the cusp of the deepest, fastest, most consequential disruption in food and agricultural production since the first domestication of plants and animals ten thousand years ago" according to the ANIC website. It appears to be a very long cusp. I'm just thinking of it as an opportunity to stock up on cheap shares for the years to come. Once Liberation Labs comes on stream next year and some revenue starts to filter through, sentiment will change I hope. The PF companies will kick in over the next 2-3 years and start the rise out of the doldrums.

Who else got giddy when they saw that little red dot next to RNS this morning? Nothing new in the statement that we didn’t already know. I’m thinking by the end of July early August we should have the ESIA decision. Sit back and enjoy the English summer in the meantime.

I agree, just a lot of apprehension and nervousness around this stock right now. The whole business plan now stands or falls on the decision of what amounts to the local parish council. Reminds me of the time everything hinged on the planning committee meeting approval for the Sirius minerals mine. That passed by 7 to 6 in favour.

GW62 - don’t give the guy oxygen. Responding to him only encourages him. Charts are absolute nonsense when it comes to EML, the price will react on news and not on when the 3rd moon is interacting with Uranus. Wishing you well.

Not a great start to my SYNT investment. Bought at £3.34 at 8.15 this morning. Wish I'd stayed in bed a little longer and bought in this afternoon. Never like to see an investment drop 7% on the day you buy in but eh oh, such is life.

If ever there was a time to hold your nerve it's now. Does the word 'imminent' apply now more than ever? We must get a decision from the Dibley Parish Council within the next 4-6 weeks. I don't like the pull back but it's only to be expected in a news vacuum. I'm still holding out that the EIA will eventually be approved but not prepared to add to my considerable holding at this stage.

I once told a kid at school he could lick his balls if he tried hard enough, he came to school with a really sore neck the next day

Subject to this not being taken private by Mellon and Friends or being taken over (which I can't see) ANIC is a 5-10 year investment from my perspective. I'm just topping up and drip feeding money in over the next 12-24 months and then I'll just leave it to incubate another 3 and then review it when I'm 60 (5 years time) It might just make my retirement a little more pleasurable. Our share in Liberation Labs alone will be multiples of our current market cap in my humble opinion. GLA and enjoy your weekends in the sunshine.

You sound pretty despondent (and rightly so) There is an extremely strong financially rewarding business case for the Khemisset project on so many levels but a 7 year drought and a dithering local council have not done us any favours. I also think there has been some back room skull duggery at play to kick this down the road from certain factions in government. Could be wrong here but I can't imagine OCP would be kept hanging on a decision for 3 years.

The EIA approval committee will certainly have a date on the calendar to meet but unless EML enquire and inform us then we'll be the last to know. Clarity and communication have been very poor and most RNS's raise more questions than they answer. If you feel you are going to lose the rest of your money then you should sell up now and get out with some cash rather than none. I'm not prepared to do that having been here 3 years. I believe the recent KMP scoping works will get this environmental approval over the line and deliver even higher margins/profits than the original feasibility study so I'm going to stay put

I appreciate it's really difficult to remain positive after all this time. Wishing you well in whatever decision you choose to make.

We’re coming up to 2 months since the EIA decision was bounced back to the Dibley Parish council for review. Does anyone have any thoughts on how long before any news is forthcoming? I heard 90 days was bounded around but after 3 years waiting to date who knows?

That’s the £100,000,000 question. We have to hold our nerve at this late stage in the approval process if you think it will pass or sell up and take some money if you think it won’t. Whilst it has taken 3 years from first submission, the environmental credentials have never looked as good with the new KMP now part of the process. The big negative is Morocco is now seven years into a drought and not four. I’m holding out for a yes to the ESIA application having been here over 3 years.

Https://newatlas.com/environment/solein-protein-sustainable/

This is one of the reasons I’m invested here. These are the companies that will go on to radically change the future of food that the general public will have no idea it even exists. They will just merrily go on eating foodstuffs enhanced with Solein giving no thought to how or where it comes from. Cellular agriculture however will be all over the news with claims of Frankenstein meat and the yuk factor from the great unwashed and get a lot of bad press. Big meat will fight against it too with lobby groups and bans. Precision fermentation will be our saviour in the short to medium term.

I did see that BBC piece myself and it certainly put the water issue in perspective. The problem is not going to go away any time soon either. If EML can use grey/waste water and keep fresh water usage to a minimum with the new KMP we might just get the ESIA over the line.

Swazers do you read tea leaves too? What are you hoping to achieve by charting EML? Do you really believe that charting EML is causing it to rise. As I’ve said before, it will rise and fall on sentiment and news and nothing else. Keep playing with your crayons if it makes you happy, you’re doing no one any harm.