Member Info for sdow

Cos as a retail investor you have zero price transparency

Interesting.. Michael Spencer involved.. although probably only another 50-100% upside max before it is snapped up (if it gets that far).. needed entry in October imo.

Yes Matador, what stocks have you bought recently? I need some inspiration pls .. Not advice/usual disclaimers etc..

I have no idea why there are so many trades for sub £1 notional on this stock.. who the hell trades 10shrs of ANIC at a clip for 40p plus costs?

On the plus side - ANIC must be earning ~£500k pa in interest on the £10m cash holdings. Which is half of the ~£1m annual cash burn covered..

Where do you think the ANIC investment decisions come from LSE Forum Posters? The access to seed rounds?

ANIC has zero employees. Virtually zero costs other than the AIM listing (£1m).

Oak Bloke covers your point at length here:

https://theoakbloke.substack.com/p/a-nicking-from-private-investors

I emailed Anthony ages ago after the Q2 NAV update indicated a write-down in Vitro.. as pointed out below.. there was a highly dilutive capital raise that Agronomics did not participate in. We also no longer have a board seat.

It's old news and was accounted for in the Q2 NAV statement with some additional colour added in the Q3 one.

PS: Is it just me or does it seem every time the stock starts to rally some dimwit exercises their deep OTM warrants?

It's almost like someone (who is short) is trying to take the steam out of the rally by generating "capital enhancement" (dilution) headlines from the various AI news generators..

e.g. https://www.tipranks.com/news/company-announcements/agronomics-enhances-capital-with-new-share-issuance

22 millions shares traded in London... it's the pink sheets that's getting pumped in US OTC markets.. so the tail is wagging the dog..

Obviously it's far from a scientifically sound approach but I searched Google news for "specific" Company News on all 23 of the portfolio companies and found 18 of them had "current" news stories within the last month. This is pretty reassuring in my opinion. In most cases the news links extended to a dozen+ stories.

For information, the companies where I could find no "current" news stories were:

- LiveKindly (last story September)

- Vitrolabs (last story September).

- Tropic (last stories in August)

- Hygene (last story from July)

- Wild Microbes (struggling to find anything)

I bought 500,000shrs the other week at 4p. My average price is now 11p

Good spot. Thanks

I see two of our portfolio companies (Liberation Labs and EVERY) made it through to the final 9 companies to receive funding from the US DoD..

"Following evaluation, the proposed projects could receive up to $100 million in funding to construct bioindustrial manufacturing facilities in the United States."

https://executivegov.com/2024/11/dod-awardees-bioindustrial-manufacturing-program/

No NAV update yet for Q3.. the RNS for it last year was 3rd November.. don't like delays..

Pathetic - none of the Board are fit to run a Company ever again.

It's on the @baroninvestments twitter page - 6 hours ago.. "high volume" trade in ANIC of £49,000 notional.

I think they are referring to the 1M share buy.. reported at 16:44

"Matador" is an anagram for "Anthony"... can't believe I missed it.. ;-)

Matador - we need to un-mask you.. are you in fact.. Anthony Chow?

… the best thing the board could do is stick the remaining $10m into Bitcoin & then run a Microstrategy type enterprise..

Well.. I bought 500k shares on Friday in 2 x 250,000 clips and didn't move the offer at all.