Member Info for kuentai

Scratch that I see it is. Looking good. Congrats to anyone that got a new opportunity to get in at 6!

@nanopayments Got the zoomed out version of that chart with the line?

£1 million cash buy? Did you get a screenshot?

I’ve never seen him mention blue nalu revenue before, got any links? Means there is probably a big announcement coming from them soon. Probably one of the partnerships in Asia coming to bear fruit.

Zoom out my guy, we're in an uptrend now. Turnaround was end of January.

@nanopayments Saturation is important because actually people miss things all the time, you are intimately involved in the stock and therefore see it everywhere, the vast majority of people, while they've heard of lab grown etc have no idea about agronomics, that they can buy the stock. My posts on reddit get anywhere from 25 thousand to 7 million views and I still get new people in every thread who have no idea.

"We are building a factory in the US dedicated to the production of dairy and egg proteins. We own 52% of the company and the $120m facility will be making eggs without chickens, dairy without cows, with very low emissions, no contaminants and low land and water use."

Interesting phrasing, is this referring to liberation? The holding has raised to 52%?

It’s painting a lovely pattern on the charts, consistently spiking and then settling to a new, higher support, from 4 to 5 to 6 to 7, we are basically hopping up stepping stones. Moving up about a pence every two months. That sort of consistency starts to look very attractive to big money.

Up another half a million shares, let’s keep moving gentlemen, NAV by January at this rate.

Interesting point. Lib Labs received a bunch of money from US defence, who in the UK could be supported by UK MOD?

Thanks, and that’s just Lib Lab, what about across ANIC, so Lib Lab, Solar Foods, Formo, Meatable? Mosa? Pretty sure All G was building their own for lactoferrin.

Amazing, I feel like at this rate Lib Labs will be building factories across the world. Has anyone kept track of how many factories are currently under construction in the portfolio? 4-5?

Back to accumulation for me. That said, I know it felt like a rocket but the last run in 2020 took 7 months from bottom to peak, I don't expect anything faster now.

All I’m going to say is it doesn’t get much more bullish than a 5% bounce in the middle of a global market crash

The hard market reality is that ANIC is not on the US market.

The US ‘was’ 65% of all value but I don’t know if you’ve been absent the last few months but it’s starting to drop.

International food is not under some petro dollar system? Not sure where on earth you get that idea from.

China greenlighting fermented protein and lab meat on the way is a waaaay bigger deal than even if the US made lab meat illegal.

US famously barely regulates its own food, that’s the whole issue, GRAS is self regulated, it should be changed!

Obviously it’s bad news if that happens and evidently ANIC has gone on dip at the idea.

In the mean time though, not sure you are on the right stock market, or country apparently.

I'd have agreed with you ten years ago but no longer. UK, Europe and the rest of the world have seen significant breaks away from US policy that are only going to be exacerbated by the latest round of isolationism coming from the US.

Again, the world is much much larger than the US and they are going to realise that over the next few years to their detriment. Ultimately American economic success comes from the world choosing to buy American since WW2, mostly tech, and the world can choose not to.

Finally, we are making food here, worst case scenario there are only 340m mouths in America, got a few billion elsewhere before needing to worry about those.

I'm not worried about that. Companies already have GRAS approval to sell cultured meat in the US, it would have to be revoked retroactively and/or banned federally which is anti states rights.

Precision fermentation doesn't have the same connotations and probably won't have the issues.

Also I never saw America as the the proving grounds of cultured meat, it is one contentious market. This a UK stock with global coverage. The new headwind is to sell out of America and look elsewhere.

It makes sense, vanishingly few people are ok with the current system, you get a couple lunatics who say they want animals to suffer for them to eat and you get a few dreamers who think most animals have a few lovely years in the sun before they make it to the plate. Meanwhile most people don’t want to cause suffering but they need an easy out, I’m so confident this is that easy out.

It’s like when people get the ick, just show a video of an industrial abattoir and it’s like oh, ok, in comparison, not that bad…..

I also like Free Me or Free Meat, As in free of suffering etc… not sure how putting free on packaging will go down with consumer laws though hah.

It was marked down in the latest interim report based on latest valuations, bad timing!

Also love these randoms coming out of nowhere to panic because Shellbay moved a few shares. Your own chart shows they've taken 0 multiple years, which I believe was received via shares not cash. Meanwhile Shellbay and Melon were largely responsible for the last run from 5 - 30 that netted ANIC tens of millions I believe so money well spent.

That’s incredible, 120% up in the last month. Which of course means Agronomic’s holding has dramatically increased in value from the last review.