Member Info for kuentai

Ah yes, you are correct, same details as in last year’s circular. So they are just keeping their options open.

Https://wp-agronomics-2023.s3.eu-west-2.amazonaws.com/media/2025/01/NOM-2024-V1-1.pdf

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6. Allow the *option* of opening up to a billion new shares (not immediately) = dilution = why the stock has gone down

7. Enable stock buyback

8. Sell those shares to whoever they want rather than current owners first

Evidently they need to be able to sell large amounts of shares to entities who are not current investors and they want the company to be able to buy back shares and they want to do these things asap while the price is low and the interest is high. Kind of like how manufacturing countries actually want their currency to be of low value.

Because someone is looking to buy hundreds of millions of shares at the current price but not on the market (it would send price skyrocketing) and because Agronomics is actually very confident in it's holdings and also wants to be able to buy shares at this price so that it can resell them later I imagine to raise cash.

Both of those things when executed would send the stock price up fast.

Looks like I'm booking a flight to the Isle of Man.

Reading between the lines in the voting options in the meeting next weel.

It was 'bad' (in the short term) for long term holders (depending on definition of long term) but is definitely a good thing if you are buying now, the stock will pump when they start making the sales successfully to institutions.

Yes, it looks like they plan to sell blocks of hundreds of millions of shares to get institutional investors back in and then use the cash to buy back stock and of course keep funding the portfolio. It’s in the meeting voting options.

Yeah that fixes that dilemma haha.

Looks like Vitrolabs auctioned off their kit and the website closed so that is about as confirmed as possible. Failures were always expected, hence the eggs in many baskets.

Also on institutional support for Liberation Labs, you can see the republican senator on a factory build visit here:

https://www.instagram.com/sentoddyoung/reel/C6Yzr3GAoAg/

Ultimately if republican jobs are at risk I doubt the current government will move against them.

That's one company, we have 26 here, mostly european or global focused, with european, arabic and asian governments still throwing money at them. Besides just because the factory is in america doesn't mean it needs to sell american, look at BlueNalu.

Plus the new American administration is schizophrenic, actions not words, huge AI and Tech backing, Elon finding a way to sell electric cars to republicans, the jury is still out as to where the (American) legislation and money will go as regards to new Agro Tech.

Also remember the AI investment is likely a bubble, if it bursts that money is going to want to go somewhere and it won't go somewhere boring.

Right, I'm trying to find a good reason and coming up short, I've already confirmed the majority of the held companies have had successful funding rounds or government grants in the tens of millions within the last year/two which means their valuations are solid and no one seems to be 'failing' to fundraise if they are trying.

I'm assuming this downward trend is the result of an institution or two continuing to slowly divest based on a decision made a year and a half ago.

Wasn't Shiok bought out rather than failed?

Got a link for Vitro, I can't find anything on it actually going out.

I did it before, I'll do it again.

Sounds good, send me a message at watkinsongw@gmail.com

Are we really trading at 25% NAV? If tomorrow the company liquidated all it's current holdings, sold all it's shares and distributed the money back to shareholders we would 3x our money at this price.

Can I get a list of the fallen soldiers (companies that died)? Just drafting a new manifesto

After a 4 year absence I am back, thanks for selling into me boys, lets get ready to start moving this one up again.

So let me get this straight, we are closer than ever to the goals, things are only going better than they were before even with the losses. We own 40% of a company that just got permission to sell pet food in the UK? We got permission to sell dairy protein to China? Barely a market. And yet my favourite stock is trading for 6x less than I sold it for almost 4 years ago?! Oh and the last twitter post by everyone's favourite Luigi is about this company?

Yeah I'm going to go ahead and meme this one back up again.

I'm as annoyed as everyone else about the double raises, they could really have waited till after Christmas. That said it was excellent timing before the market started crashing.

Didn't Mellon take the % in shares not cash? Pretty sure I read that somewhere.

In the meantime everyone selling when it's down, buying when it's up, story as old as time.

You have to always think, what would you do right now and what would you feel if you had no shares and a ton of cash.

That said do be cautious, we are in the middle of what could be a rather large market crash, this could be the bottom or only half way, make sure you are safe and have cash in reserve to cover yourself.

re Grinchy - Actually it's because of food security, England has had a lot of trouble in the past from not making enough food to feed itself during times of war. When lab grown makes animal agriculture obsolete I wouldn't be surprised if the subsidies switched over.

The 22 floor was stopping it from reaching 'technically' oversold, which it now is, so that's a good sign. Irregardless I actually convinced myself to shut up and buy more while it's down so it's all gravy. I'll blow it up on reddit again at the end of the year when I'm finished.

Yes it's called an understatement. You introduced the Oatly premise, I was simply pointing out that should that occur, there is considerable room for multiplication before it even begins to reach that point as opposed to your implication that there will be no movement for years until it suddenly magically increases in value, that's not how this works, stock price will follow and spike to incremental gains and achievements as they come and as it has been doing. (or dip to bad news)
Secondly, Christopher Mayer refers to US listed stocks, not unlisted penny stocks, world and companies that haven't even ipo'd yet. When you include these, the number of 100 baggers increases exponentially. Blue Nalu and all the other companies within ANIC have already achieved a considerable multiplication in value from their formation and ANIC has been in a unique position to take advantage of this and will continue to.
Thirdly, it's not my argument that blue will hit 10 billion or be a 100 bagger though there is plenty of fun in dreaming. My thesis with ANIC is that it holds multiple frontrunners in this game changing technology that will continue to ride the hype train for years yet to come, the most exciting announcements haven't happened yet. They don't have to continue indefinitely or reach astronomical values for ANIC stock to reap the benifits. Even if they don't win majority market share or god forbid fail, company valuation can get very far before that happens, plus, the higher they are valued, the more cash they can raise and the more likely they are to succeed. Eat Just is a better comparison by the way.
Can I ask, what exactly is your plan here, ultra long term hold? The length people intend to hold tends to dramatically effect their expectations and predictions.

rw - Oatly is at 10 billion, Blue Nalu is worth somewhere around 100 million right? That's just a few multiplications of value available inbetween now and however many years it takes to get to a similar market cap. I don't see regulation as a problem, for any country that says no there will be plenty saying yes. I have no idea when Blue Nalu plans to ipo, but in the mean time any good news sends traffic and money to ANIC and if you want to tell me that being the first lab meat in a supermarket isn't going to be a defining moment and trigger for a run then I don't know what to say.

This isn't a winner take all scenario, first to the market doesn't matter that much because this isn't a digital product, you can't instantaneously copy and paste it or run the same piece of code for billions of people. You need to build actual physical factories, production lines, supply chains. The idea that one company is going to be able to feed the world is laughable, plenty of room for all and more. That said, first to the market is going to skyrocket share wise and Blue Nalu is the front runner.

Slow money will wait for news of where the money is going. Should still be time to accumulate.

Mulling over this over the weekend. The old NAV of £25m or so is based on last years report. A leaked presentation suggested an updated valuation of £55m. Adding on the £62m fundraise brings Agronomics up to a value of £117m. Meaning that at a market cap of £188m, Agronomics has gone from a P/B of 5.5 before the fundraise to 1.6 as of now. The exercising of the warrants would only decrease this number further, albeit not by much due to the increase share price required. For reference a normal P/B is around 3, tech/speculative usually runs at around 10, apple is sitting at 30 and Tesla peaked at over 66. The dilution is priced in but the fundraise isn't.