Member Info for oogleflugal

All on the ball this morning. This is beginning to look very promising. Almost like its happening in slow motion, but I know some of you guys have been here riding the ups and downs for a few years. I'm a relative newbie about a year, Seems like a lifetime.Just the US to go , which is in motion.

About 3 weeks to half year update. Hopefully it will be considerably better than 11 million revenue at the halfway stage when the sp was quite a bit higher and they held a load of delayed contracts. Pointless emailing because all they will say is they are not responsible for the share price. True enough , but they are responsible for RNS for some of these sales which should have been notified I would have thought, not that seems to bother AIM stocks

RWT. Perfectly legit questions.Why not email Mellon or put questions to him at next presentation?

Having said all that they are quite tricky to buy in any quantity at the moment. I said that a few months ago when I was trying to buy under 8p, and here we are again. Eventually managed to swell my holding slightly. The thing I like about N4p is there is more to it than just Covid vaccination, which I suspect the market is also ignoring.

The simple answer to Hargreaves is change your broker. Why is it Anic's problem. Its like primary bid only lets you take part via an app, its not the fault of companies trying to list. Lets take 8, Lots of other things. really? I don't know about Shiok criticism will take a look. Jim Mellon has lots of other investments, including a gold mine in Nicaragua, which I wouldn't touch with a barge pole mainly on geopolitical grounds. No idea why you seem so suspicious of his motivations.

sight watcher. It s quite similar to oil exploration a lot of investors in small caps are ever hopeful that Shell or BP. will buy them out. The answer is they do, but not till the assets have been proven. They never buy into speculation other than their own licenses. I suspect there are still issues to be sorted here, but more of the kind about patents (especially in the US) and also from N4P will share holders and N4P be better biding their time to see how many licenses they could potentially sell rather than sell out to one organisation. Clearly developments and trials are coming up with all kinds of permutations every week, but absolutely nothing is yet set in stone and thats what the market and us are patiently waiting for. GL

thanks again google for the mis correction . It should be as I wrote it 'the The Good Food Institute'

RT. Firstly its misleading to say 'Mellon made assertions that the dairy industry will be gone in ten years.' He didn't it was a prediction, and a bit tongue in cheek to be honest. You only have to look at supermarket shelves to see burgeoning alternatives products to milk. Personally I hav'nt touched the stuff in years. There are increasing numbers of people with quite disabling allergies to dairy products. I love cheese it worries me greatly that it may become a lot harder to find loco cheeses. I think Mellon is really referring to large automated dairies becoming extinct. The supermarket slabs of cheap yellow fat packed with cholesterol becoming obsolete.
As regards institutional investors, there a plenty already invested directly into the new food production companies . They don't need to invest in Agronomics. This is specifically set up for private investors who don't have access to these sort of unlisted companies unless your a film star!
I never understand all the fuss about Pi's being excluded from placings. In just about every case in the last 12 months there has been an opportunity to buy shares below the placing price. Anic was no exception. In fact you can even now buy below the warrants price.
Lastly if you want read Moos Law I recommend you do. Its not all about Anic at all. Its about a united motivation behind the hundreds of companies mentioned to be kinder to animals, to our health and to the planet to provide solutions to our failing out of date pollution ridden farming and food production processes with all its disease and health issues. It sets out the clean meat investment case and introduces a wide range of support companies and their roles in enabling these foods to come to production from biochemistry to packaging. The proceeds of the book go to the Food Good Institute.

Thanks for the info Rivaldo. The link appears not to work. Finally worked out Stratigic Capital are part of Gresham House. Ken Wooton dd an interview with PI world back in April I think suggesting the market hadn't cottoned on to INSE yet. Not very up to date on institutional RNS holdings. Slater is the last one with a small increase back end of May. There has been some rather persistent large selling of late so surprised not to see any RNS news. Can they all have confused this with an energy supply company? If anything I would think their services will be more in demand than ever.

speaking of which ; two late reported sells of 100,000 @ £1.40 and 84,000 @£1.39. Someone selling then someone is buying. Cant think mms would hang onto this amount of stock or are they holding on to them for next update. Such a frustrating stock. Revenue is bigger than enterprise value and about the same as capital value. Quite absurd

Its quite complicated. Is Oli going for the half century of share purchases since March 2020?
Are they likely to go private? From what I can see Institutional holders apart from Kestrel (28.5%)hold about 54%. Oli now owns about a fish of the company outright, but has an interest in 18 million as a Client and non exec director. We are in pretty good company with the likes of River & Mercantile, Gresham House, Herald, Schroder's, etc. So I think they have enough interest to not let it go private. I make that about 92% held between them. This is pretty tightly held stock. When she blows ......

sewing the seeds of growth. Suppose the market will focus on the slight fall in revenue due to 'exceptional COVID trading" With a fall from over £2 that already looks more than priced in. On current PE, cash flow , possible significant projects (graphene for batteries being one?) impacting on finals looks set fair to me. GL

If Sutherland had not got Dehaan on board a very hostile takeover would possibly succeeded at half the original offer, as that was evident from summer stake builder in 2020 with other institutions probably in the wings looking for a slice of the pie too. Possibly one of the reasons for them leaving and taking no interest in the placing hoping it would't work, hence the drop to 8p post placing. A gamble they lost. At that time too remember, recovery from pandemic was thought to bounce quickly and Saga and Carnival still expected to cruise in that winter.
Still getting very mixed messages on the Corona virus, some suggesting it will be a 'cold' status by spring. Saga rightly still extremely an sensibly cautious. However insurance trading robust and cruise booking at record levels. As PS from stockopedia often opines ' can't understand the crazy volatility is Saga sp now'. As far as the company goes I am confident we are in safe hands with indisputable board track record back at helm. There are other factors not under their control but that goes for any company. GL

bloody typo 15x15= £2.25

Never seen so much confusion about the share consolidation as on this bb. Maybe because the placing price was 15p and the consolidation was 15 to 1. So the new share price for consolidation was 15x 15+ £2.25. The offer price of 33p equates to 15x33= £4.95. Saga presentation today at 11.30 not x 15:)

rugs. Brickell has taken a back seat non exec position to concentrate on funds. Ed Croft seems to spearhead it on his own now . All encouraging stuff guys. I think the market will only react to cast iron results and especially when projects get delayed or behind schedule for whatever reason its not going to allow anything in the price till someone presses the on switch on the cashew processor and has sold a few tons!

The dreaded EO. Always kills a stock. Knocked about 20% off so far. Think the extra shares hit the market today. Should be outlawed. Take the same risk as us shareholders

have thought that many times about many shares rugs. there never seems to be any correlation.
I notice the enterprise value to market cap is about double and looks like there is some long term debt. Ridiculously low PE . I don't know if Stockopedia is up to date. I get the feeling there is about a year lag sometimes. Certainly won't be renewing my subscription again. Its ok but just don't feel their information is that reliable.

I think its important to differentiate cell ag meat from plant based meat substitutes. I would imagine most vegetarians will still not eat lab meat although many are veggie mainly because they don't like the idea of eating animals because of the way they live or the way they die as well as health issues. There are benefits in lab meat containing lower cholesterol as well as environmental benefits. The crucial factors are price, taste and texture. People who eat meat already are unlikely to be put off by the word 'meat' in the title , indeed its a positive and an important differentiation to veggie substitutes other than by simply saying this product contains meat. It is meat and don't want to in any way disguise that fact. So many people have become vegitarians after visiting farms and seeing what their sausages, beef burgers and lamb shanks look like running around on lush green grass. Take away the gore. the guts and cruelty and meat becomes a much more acceptable source of protein without having to detach oneself from what was a living creature. Its an important step to recognise that meat doesnt have to came from a living animal
although that essentially is where it is grown from. Maybe some aunt particularly fussed about the science but it is important perhaps to acknowledge as much of the truth behind it. Something quite alien to the politics of supermarkets

Terminology is an issue with food production. I agree Lab grown has connotations of Frankenstein, but actually also of health and hygiene. A point I raised with Mr Mellon about shelf life he was very quick to latch on to as a positive in terms of less chance of contamination or food poisoning with lab grown meat compared to farm meat particularly in intensive farming with pesticides, growth hormones, over fertilisation, disease etc. Indeed Lab meat sounds safe to me, but the proof will be in the pudding. If it costs pretty much the same to produce any species of lab grown meat, it could take offal off the table. I remember a butcher trying to convince me ox heart was as good as fillet steak. I stopped going there!