Member Info for oogleflugal

Stenata have been selling down since the placing having held about 11% are now down to less than 3%.
Aberdeen sold half their holding after placing to get their clients the lowest possible price they could like they do. Quite why they have sold again is a mystery, now below 5%. Why can't they be more transparent in these RNS's. Its quite devious the way they make these announcements. We dont know what they are left holding. Clearly between the 2 investment(joke) companies they have had quite a drag on the stock so will be good to see the back of them. I am slightly surprised their have not been any institutional buyers in the last year, might have been one, not sure. Stockopedia small cap reviewer has well over 10% of his portfolio here and as an ex plc accountant has considerable experience. Has written several times about why this is well structured for recovery and targets £12 -15 in 2 or 3 years. Really impressed by the itinerary for some of the river cruises. Might wait till I'm a bit more doddery though before I go on one and if I haven't lost all my money here. But of course its the insurance arm that is the main earner.

Hi IDG. I opted out of FOGB with a small profit. It was beginning to bug me. Firstly I couldn't trade it in my IWEB account which I have now ditched, because they are so useless, secondly I didn't like the share price movements with it dropping to £4 a couple of times for no good reason, thirdly I needed to raise more cash for here and a couple of other stock that had dropped for no sensible reasons. I think LSE just like the name, I think they have quoted a couple of my posts before. Anyway good luck with FOGB. I started off there before buying here. Probably sensible to have a bit of both but I definitely prefer ANIC now. I thought the warrants (28p)might be a bit of a hinderance to the price breaking out again, but tempted to buy more even at this price. Good luck

Bod. Yes Mr Scott has made over 100 stock purchases since January 2020. He is cofounder 2009 and non exec director. I guess he also has something to do with CNIC through Kestrel which I also hold. Cnic has taken a while to take off but suddenly spurted about 35% in last few weeks, be good if that happens here, which I fully expect it too although I suspect todays fall was down to cooling house market. That won't stop people remortgaging etc. House transition is well overdue an overhaul. Made me laugh when somebody commented on lorry drivers being paid more than solicitors. Thats seems quite fair to me being far more productive and a much tougher job.
Oliver Scott
Non-executive Director

Oliver Scott is a partner of Kestrel Partners LLP, the Company’s largest shareholder, a business he co-founded in 2009 and which specialises in investing in smaller quoted technology companies. Prior to this, Oliver spent over 15 years advising smaller quoted and unquoted companies, latterly as a director of KBC Peel Hunt Corporate Finance.

Oliver has acted as Kestrel’s representative on various of its public and private investee companies and was previously a non-executive director of IQGeo Group plc and KBC Advanced Technologies plc prior to its takeover by Yokogawa.

Never a truer word :“As the world faces this unprecedented global health crisis, it is clear that no one company can go it alone,” Sanofi CEO Paul Hudson said in a statement. “That is why Sanofi is continuing to complement its expertise and resources with our peers, such as GSK, with the goal to create and supply sufficient quantities of vaccines that will help stop this virus.”
This is why I think Nuvec has potential to be an industry standard. Where one goes they all follow

Robin, thats why I stopped drinking Guinness, that and it doesn't taste as good anymore. Isn't it made now in clone beer town Burton?
I think cell fish is due to market next year according to Mellon although I think Lou mentioned it was still couple of years away. Old news or not , the collaboration with a company like Nomad Foods will help propel the company forward much faster. I wouldn't think there is any need to IPO just now as another fundraise looks imminent. Once they are through regulatory hurdles and have seen the appetite for their fish take off and with the big industry behind it that will greatly enhance the value of the company. As to IPO, who knows better than Mr Cooperhouse with 35 years experience in the food industry. Very exciting times and a very positive outlook for world health

No doubt Mr Scott will be making another purchase soon, its been a good few hours since the last one

Another contract renewal for Brookcourt. Probably BT, as that s the only one I know of and 'a British Telecoms and Media company' is a bit of a clue. The problem I think with this company is the share will go nowhere without the much advertised acquisition being laid to rest. I don't know any other company that has advertised their intention so loud and for so long without actually doing it. It can only be that that has ****ed the market off as has their track record in dealing with other acquisitions, as did the placing when they gave such a vague reason for as justified as it may have been at that time. Get it sorted and hopefully we can move forward.

typo 'regulation' not relation.

its an option to buy shares @28p to raise another 80 million to invest on top of the 60million just raised. By then hopefully many more companies in Anic will have developed to a position to IPO and the sp should be well into 30's or even 40's by then, possibly higher. This is likely to be a very rapidly accelerating sector. Obviously there are relation hurdles but a lot of the sciences is there and main problem now is scaling up which as we have seen in the last few days is attracting the international companies to assist in that development having the marketing experience, cash and production facilities.

Slightwatch. Its about another 3 months as stated in rns before final analysis. I think the news continues to be positive and exciting, but not without a moving situation i.e. developments of vaccines and mutation of virus etc. The encouraging parts are lower doses and possibly higher or more efficient immunisation and of course transportation and storage simplified without a need for refrigeration at challenging temperatures of -70%. The markets art going to budge much until evidence of monetisation. A lot depends on the kind of deal sought and how many different vaccines can benefit from Nuvec. License or outright sale. Would have thought this could be an industry wide solution.

Re Bluenalu: Agronomics currently holds 192,005 shares of BlueNalu, comprised of 43,357 Seed Preferred Shares and 148,648 Series A Preferred Shares, with a book value, excluding the CPN investment, of £2,744,613. Agronomics' CPN, and all other CPNs raised in this round, will convert at a Qualified Financing, being an equity fundraise of US$ 50 million or greater. Assuming a Qualified Financing occurs at a price equal to the agreed valuation cap of the CPN, Agronomics will have an approximate equity interest of 5.85% of issued shares following conversion and would value Agronomics' position at approximately £13.4 million. However, for the time-being, the CPN doesn't qualify as a valuation event for Agronomics to revalue its investment in its own books.
Not sure whether todays RNS is a reminder or telling us they now qualify. I see also in the RNS on January 19th, Jim Mellon was appointed to the board as 'an observer' with 6 other investors.

I did say keep it coming Q, can you slow down a bit now , don't think my blood pressure can take it!
This is an extraordinary run of news after a relatively quiet period for ANIC. Hope we get some more investments in the bag soon with all that cash lolling about.

It is extraordinary the reaction so far. Especially when the government have sort of announced a booster jab for over 50's and kids possibly and cancelled a million plus contract with a French Pharma (hoorah). All as clear as mud. I can see now how N4pharma was founded in 1979!

I see from H earlier post it is a partnership letter of intent from Nomad foods. Perfect two big news deals today. Big cheese and big fish! Brilliant

Well done Q. Keep them coming. That could be mega, although I think they don't want to get distracted by cheap nugget companies. As they were saying it costs the same to produce any cell fish meat so makes sense to concentrate on the expensive fish. Perhaps they can license the technology to birds eye. I can't see them scaling up to meet that demand as well.

Great post quercusrobor. I think that shows a problem with pr right there. 32 views on such an important debate! It is only 3 days though. So hope more people watch this in coming weeks. It seems to me that as an investment its is really a question of time. I liked Lou a lot, seems to be a great guy to be leading Blunalu with 35 years of food industry experience. It costs the same to produce Tuna as Pollock of course, so straight off they head for the right species to produce which means they can more quickly eradicate price discrepancy in what is possibly as big or even a bigger market as well.

LSE a bit slow on updating RNS sometimes. Absolutely brilliant news. I look forward to trying these cheeses myself. Have just returned from Sturminster Cheese festival. I am staggered by the range and quality. I would suggest we make the best cheese in the world. I bought Buffalo milk cheese, goat, sheep and unpasteurised cows milk cheese. hard to inane how Formo cheese will compare.but I know its not just about quality and taste, its also about health. kindness to animals, sustainability and efficiency. I can't see why there would not be room for both and just get rid of suermarket fatburger cheese and prettied up cheeses with herbs and peppercorns to disguise blandness and cheapness and of course the rubbery procsesded cheeses. All of which should be consigned to room 101

Another day another 12000 shares for Mr Scott purchased by Kestrel yesterday at 77.5p. The 22nd such purchase for clients and directors in the last 2 months.

On a racey pe of 0.7. Should get that down a bit more with the next financial update. What is it with the uk stock market.? Gives stupidly high valuations to half baked debt laden retail and leisure companies and value is rated and virtually nothing.

FT mean analyst forecast for 12 months is £5.19. Lowest £4.00 highest £6.90. 5 year forecast is +400%, so about £12-£15.