Member Info for kuentai

The last real share price spike was caused by the international fuss over meatly’s dog food stunt. If it went up over 100% from that imagine what will happen when it is legal to sell to humans in the UK from March next year.

Simply too many triggers on the horizon.

If that were true they would have kept meatable alive. Evidently Supermeat has an edge that is keeping ANIC interested

Jim took it completely in stride, he actually found a lot of the more egregrious comments hilarious. I don't think he could have given better answers to them! He wants to come back and do another one soon.

Https://www.reddit.com/r/IAmA/comments/1t2imc6/i_am_jim_mellon_the_billionaire_founder_of/

Go ask him a question

Everything is happening!

California Cultured have successfully created product from reusable 2000L $3000 plastic bioreactors.

As predicted, scale by thousands of cheap smaller reactors is the way.

https://agfundernews.com/california-cultured-bets-on-3k-reusable-plastic-bioreactors-to-transform-economics-of-cultured-cocoa

The main reason these countries are thinking of investing in precision fermentation is because if the strait gets shut down they starve, the strait is currently getting shut down. If you think that is going to do anything but accelerate these plans....

Also a million AUD grant from the Aussie government to All G, fantastic news, why not!

All together I believe they are only allowed to sell 3.8m shares a month, as the average ‘daily’ volume is 2.4 million it shouldn’t actually affect that much. Though I’d really recommend them to hold rather than sell.

I am not an insider

It was a public meeting with multiple shareholders present

I have not privately shared information, it’s been seen by a quarter of a million people already

It’s all ‘forward looking statements’ there are no specifics.

It’s all subjective impression

They didn’t disclose any binding, specific, non public facts

Finally, I’m not trading the stock, I haven’t bought any and won’t sell any. I’m already balls deep and I’ll be holding for years.

Https://www.reddit.com/r/Agronomics_Investors/comments/1r3prms/first_impressions_from_the_meeting/

Https://www.investorschronicle.co.uk/content/4c59a442-a021-4ed9-ab71-9b658f7a3268

Right, who let HR in the building? ‘Man didn’t say things exactly the way I wanted him to so I’m upset’ this crusade some of you have against Jim is getting sad. You did not work at Agronomics, you don’t know exactly what happened, sanctifying previous leaders is as silly as demonising Mellon. Mistakes were evidently made. What we do know for a fact is that this stock as we know it is due to Mellon, the direction is due to Mellon, the original share rally is due to Mellon and his efforts and now he is making moves again. The moment the share price starts to move up the same characters turn up screaming murder. Some here would obviously rather the stock fail and be ‘proved right’ rather than actually see a return on investment, I wonder if they sold a long time ago at a loss and are filled with fury that it is turning around.

Ego, hate it or love it, moves markets.

For every seller there is a buyer. That 2.5m got taken up by someone pretty handily.

So it seems all the bad was lumped into the last NAV update, presumably to clear the air ready for the next one which I wager will be a significant increase.

Blue Nalu holding increased from 5% to 12.96%

Fair value 6.5m -> 13m

All G holding increase is not explicitly stated but should be similar, let's assume 8% to 12% for now.

Fair value 7m -> 12m

CFG Series A will likely match valuation with Liberation, still around 27% holding

Fair value 7m -> 30m

Liberation with a finished and running factory will increase valuation.

Fair Value 30m -> 35m

This puts NAV above 16 and doesn't even include Meatly or Formo etc. Albeit also assumes nothing dies by the middle of the year. Looks like Shellbay might actually finally be able to take a fee, for the first time in 3 years, by... 2027! Thoughts?

Exactly, also these investments weren’t free money nothing, they increased anic’s ownership over these companies.

4% of dilution in return for lifelines to get those companies over the finish line? Seems a fair trade.

Correct me if I'm wrong but according to this article:

https://www.greenqueen.com.hk/alternative-protein-investment-plant-based-startup-q3-2025-funding/

and adding up the following numbers:

21 January 2025 - Portfolio company Formo secured a €35 million loan from the European Investment Bank to scale manufacturing of its Koji protein cheeses and develop new products.

30 January 2025 - Portfolio company Liberation Bioindustries closed a US$ 50.5 million convertible note round, including US$7.4 million from Agronomics.

4 March 2025 - Portfolio company Solar Foods secured a €10 million grant from Business Finland to support commissioning of Factory 02, following the launch of Factory 01 in April 2024

10 November 2025 - EVERY Company has successfully closed a US$ 55 million Series D financing round.

21 November 2025 - SuperMeat has raised US$ 3.5 million in funding through the issue of a Simple Agreement for Future Equity (a "SAFE"), of which Agronomics will invest US$ 2 million

30 December 2025 - Blu Nalu has secured around $11M in new convertible notes and preferred stock financings, taking its total funding to $129M.

It looks like ANIC got around / over half of all global funding for the sector last year?

If you actually believed that why did you buy 5 years ago when this was pie in the sky? Cost parity is closer than ever, factories are being built, legislation is getting passed, products are coming to market, never in it's history has ANIC been more viable and almost never has the stock been as cheap. People pay a premium for things all the time, for quality, for novelty, for ethics, enough people to get any industry through the early stages. I don't know if you noticed but electric cars still aren't cheaper than petrol and the industry is doing fine, what was tesla worth again? Not everyone shops at aldi, M&S is an arbitrary 40-100% markup that people pay for social reasons.

How do you dry as hell 'the only thing that matters are metrics and cost' people explain how the stock hit 35p in the first place, by your logic this company should be worth like 0.0001p or whatever the equivalent to Formo's revenue and what Meatly made on the dog food stunt. How do you explain any company for that matter with a P&E greater than 1.

The entire stock market heavily leans towards potential rather than the now. The only way to price ANIC is by what it will be in the future, not what it is now and that future is looking very good.

If valued equivalently to Solar Foods or Liberation Labs in their Series A, CFG should be around £115 million + now with their million litre facility. Increasing ANIC's stake to around £30 million.

This would mean ANIC's entire market cap is currently covered by CFG and Liberation Labs...

Meatly is gunning for the big bucks too and with everything else in the portfolio moving fast, I wouldn't be surprised to see a 200 mil NAV next year.

No end of annoyance people endlessly mixing up plant based and lab meat. This is why I don’t necessarily agree with the rebrand to cultivated etc, it’s not a benefit to be lumped into that category.