Member Info for StopAnimalAgri

Wow, so cool when another pops in with very strong credentials. The GLP-1 angle is very interesting

Heres a link so you can all purchase something nice for the misses

https://ravenbotanicals.com/products/24-carat-cleanoil%E2%84%A2-cleanser

September will soon be here :-)

JM is the most active investor in the market. He has co founded at least 2 of these companies and has a board seat on 6.

To assume he has to be invited to invest would be severely underestimate his standing in this community.

Meatable was different, the CEO had removed their identity in the space and im sure that JM was not interested in their journey anymore. Of course they did not own the IP but that was the case with the initial investment.

Nothing is black or white, there is a lot of substance in what you're saying but this is not a traditional VC space. These are small startups that produce food products, that everybody on the planet will use, time/money can make every company succeed

That's a fair point Dom with the lacking investor interest and this is certainly a problem at the moment with cultivated meat.

As for JM emotions, i do hear this as all Billionaires have big egos BUT investor Billionaires are generally in control of their emotions when it comes to putting money down.

I personally would be avoiding the meat based lines at this moment but I guess you have to keep your hand in at least 1 company as it is the long term dream. Without the meat angle the stocks potential is capped, with meat we could see some overvalued hype spike at some point in the distant future.

Here's hoping

Well that's some bump up in total holding. Last year was 8%, 2 raises later its almost 28%.

JM must believe in this company,, by far his largest Cultivated meat investment.

Great terms for the 5million raise, I think JM has played a blinder again!

@Nano. Ignore the question. I had 4,46 million. I was looking at the Mosa meat line!.

3,4million feels a bit like we overvalued last year

@Nano. Totally agree, but where did you get the 4.5million from? I still only have 3.14million on my list, did i miss it?

The Green queen article said that ANIC participated but i think that's a mistake, these numbers suggest pure dilution which has to be expected for now

Great news, be interesting to see the terms

Hi All

Thanks for that Nano, I first thought it was Every suing Onego. Seems that it was more Every making claims against Onego so Onego drove it to court. Please its now over though, was a big concern.

Thanks to Kuentai, enjoyed reading the questions, JM really handles these things very well. Good to get more eyes on the product.

Also just listened to the Business for Good podcast, so nice to reaffirm all that I/we have been feeling for 3+years. If what JM says is solid then SP will be minimum 20p by the end of the year (based on CFG floating at around 300million) .

So much to take from the podcast, really is exciting times. Wont be long before investors come back in

I have never seen such a sustained non event in ANICs SP.

The positive I see is that the support at this level should mean all weak hands are out and the next rally should build a new base, when that comes I really don't know. I always thought it would be Lib Bio that bumps it up but now I feel it could come from another angle first.

Exciting times ahead, not quite yet though. I'm just gonna keep on buying, one day this 7p will look like an opportunity missed IMO

Good find Nano

As you say it looks like it could all be CLN's which will mean no valuation needed and also no dilution

Next valuation is mid may.

Surely if CFG has had another fund raise then they have to have an up to date valuation (first one since acquisition of factory).

I cant help but think the valuation should be around 100million, this would 4x ANICs holding. Potentially adding around 20million to the portfolio which would be about 2p on the NAV

Hi Nano

Where I agree with your sentiment 100%, it really isn't all doom and gloom. The issuing of shares at NAV which are then sold at discount really is cash in the pocket for all of us (assuming the companies succeed).

The sells create some kind of headwind but I personally have been most excited about Lib Bios potential impact on the SP, this keeps pushing back but we all know its within touching distance.

Also with the Iran war causing food instability I can only see the progression of Lib Bio in the region speeding up!

This small bump is the recoiling spring and Lib Bio will be the first that releases the pressure.

On another note, I was listening to Rick Rule the other day and he said that he reviewed his big wins 10x + and found that over half of them took over 5 years to come to fruition and also half of them dropped 50%+ at some time. Whilst the fundamentals never changed!

Sounds familiar doesn't it!

Hopefully this should pave the way for signing contracts with Lib Bio

Also Formo.

The last I heard was they would be profitable in 2026. Not heard much since though

@Amorfat. The last funding rounds for Bluenalu and AllG included share issues from ANIC at NAV valuation.

If the companies need to sell then they will be selling 14p shares for 7p

The selling at low prices seems desperate from the portfolio if true. I do agree it probably is them btw

As for the SP this creates a huge extended buying opportunity, assuming that the article you posted wont affect ANICs strong holdings.

@Admiral, I was thinking exactly that whilst reading the article. When the bombs stop the UAE must accelerate a food security plan. JM been priming perfectly and DJT just sped things up

Last NAV carried the holing at 3% therefore valued Tropic at 73million.

Actual value at fund raise I would guess would be higher as 105million is a huge raise, normally only worthy of a company getting stronger.

Id guess its diluted ANIC to 1.5% to 2% but ultimately still good news

I like Blue Nalu as a portfolio holding but i don't see them moving the SP too much at any stage. Just solidifying it

I feel that their valuation will steadily grow but will be behind the tragectory of the Precision Fomenting companies. Then investment houses will come in. All the while Blue Nalue, Mosa Meat, Supermeat will just be ticking quietly along

Yeah I heard the interview. The wording wasn't clear so just wanted to confirm.

I have the holding at 27.4% so to be more accurate 250million would need to be raised to have ANICs market cap of 70million (7p SP). Is that correct?

Solar foods market cap is 108million but their factory is not as big, as you say this is 6.4% therefore 7million which is about 0.7p of the SP.

Is 250million realistic when compared to Solar foods, quite possibly!

Solar foods would need to get to 1billion to add 7p, possible in the next 3 years but we maybe diluted in that time