Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
This year I have been a really good boy for my mummy and daddy so could you please put me on your nice list. I don't want any presents for myself this year, instead could you please arrange for Emmerson PLC to have their ESIA approval granted before the Christmas holidays. I would be eternally grateful and promise to be kind to my little sister for the rest of the year. Many thanks in advance idg69
We don't appear to be able to break the 15p mark right now. Everytime it gets there it bounces right back off it. 2022 has not been a great year to date for ANIC despite continued progress with our portfolio companies. The year's not out so let's hope for a little rise into December and the year end.
Not so great today - well that head of steam quickly went off the boil. Back under 5p tomorrow I suspect. I appreciate nothing goes up in a straight line but I would have expected at least 2 days of positive momentum after yesterday's news.
https://youtu.be/-XXGKlr98K0
Deep dive into Precision Fermentation including top bods from both Liberation Labs and Geltor. Might be of interest to ANIC investors.
Cheers Matador - I've got a dicky knee so cyclings my thing. Both club night rides have been rained off this week, but rest assured I'll be back in the saddle Saturday and Sunday and EML will be far from my thoughts. I'm only twitchy because business isn't good and I had an opportunity to skim off some profit over the summer and didn't take it. I'd anticipated the ESIA being in the bag by Sept/Oct and not sat at 4.5p going into winter. Things can change pretty rapidly on good news so I'll just sit tight for now.
Any chance you could buy a few million Trev and lift this share out of the doldrums. I've got a finger paused on the buy button too but can't bring myself to do it just yet. I see this drifting under 4p pre-Christmas with no ESIA news. Then again I'm predicting 15-20p + on the environmental permit being given the green light. It's a tough call to average down or just hold.
Very well summarized Gonsan, I watched/listened to the whole thing and your summary was very much my take on things. Like you, I was very impressed with All G - I see that one being huge in years to come. PF is going to be very big in the B2B market providing raw ingredients into the processed food sector. The whole presentation was very encouraging (as it should have been) Meatable surprised me too with their advancements in cell tech within the CA arena. I'm confident to leave this to run for the next 5 to 10 years - could be a nice little addition to my pension income (but not betting the farm on it). I would advise all those who didn't see it to give it a watch when it hits the ANIC website early next week. Wishing you all well idg69
Good luck with your top up Trev79, I’m tempted myself, but cash is tight and not sure I want any more tied up in EML this year. If I felt confident we’d get ESIA approval this side of Christmas I’d top up and average down below 5p. With no news this could drift closer to 4p than 5p and in percentage terms that’s quite a lot. I’m really on the fence at the moment.
We have a lovely 1 month graph showing a 30% rise from recent lows, though the 1 year graph isn't quite as attractive being down around 50%. Would be nice if some of the money pulled from the falling tech stocks was to be diverted our way and into the new food revolution. There's a lot of positive portfolio news around right now and I can only see this increasing in the future. It appears to be having an impact on the share price too which is always a good thing. Looking forward to the ANIC Capital Markets webinar on Thursday 3rd Nov. Should be lots of new information surrounding the industry. Very keen to hear what Liberation Labs have to present. GLA and enjoy the weekend.
This is really excellent news. These are the types of product that will play a major part in the new food revolution. Can you imagine the nutritional benefits of a PF dairy or egg product incorporating Solein? Non of the nasties and boosted with the highly nutritional profile of Solein - these products will be game changers in my humble opinion.
It's a very good article, all very positive stuff. so why are the Moroccan powers that be not doing all they can to support and fastrack EML into production whilst the market and requirement is strong. By this, I of course refer to the issuing of the ESIA approval. Have we done something wrong? are we not greasing the right palms? have we upset someone along the way? have we not fulfilled the right criteria? What is holding this back from approval? Is it as simple as it's sat in the govt intray? I don't believe that for a minute. What is being done to chase it up? Can it be chased up?
I appreciate there is no timeline to the ESIA approval and it arrives when it arrives (I really hope we're not knocked back) but you would have thought in the current climate the process would be faster than this.
Let's not forget how many years it took Amazon to become profitable and look at them now. Businesses and industries like this don't just start up and become profitable overnight, it takes years. Tesla are only scaping a profit together now (I think) after many years of continued losses as they scale up.
Our current animal based food system is highly inefficient and only marginally profitable because of subsidies. Once the Cell Ag and PF infrastructure starts to scale up and take hold the efficiencies will come and so will the profit. Might take 5 years might take 10 but it will get there. PF will become profitable before CellAg. It's a brewing process after all with an enormous market and we all know how profitable that can be. The milk and egg industries are ripe for disruption first and I'm not talking about the domestic market but the raw ingredients market for processed foods.
MASK231, I think you'll be safe selling your milk from the farm vending machine for some time to come. Hope you're keeping well.
Help! I am in doubt, I see value but I also see risk - there's the dilemma. The longer the ESIA decision drags on the lower we will slide. I'm now back in the red on this which at 9p I never thought I would be. Would like to top up but at what price 4.5p, 3.5p ? Think I'll wait until the beginning of November and see how the markets react to our new chancellor and his budget.