Member Info for StopAnimalAgri

@ Domonicus it just reaffirms my thoughts on the position. The pure value of 4p can be seen in the strongest positions that should soon start to realise earnings. I buy some every month and now have an average of 7.9p, I see no world where it becomes 0p. Liberation labs + cash is 3.7p.

@ Peterrr, I value you opinion but I feel I read the Oaks article with a different pair of eyes. To me he was pointing out that the 4p is solidly made up by just a couple of positions + cash.

Your examples are each less than 2% of the portfolio and whilst we expect them to develop into gains they do not make up a significant portion of the 4p valuation. Tropics is 2.7million, Galy 2million, Rebellious 270k. 5million is equal to about 0.3p of the SP. So i~m not sure why Oak would use these in this article.

I do agree though that Tropics and Galy are very exciting stocks, how they will be valued in the imminent NAV report will be interesting. I honestly think the NAV could be difficult to keep below 20p, I feel they kept it down last 2 quarters due to SP negativity

Not sure if this has been posted before, apologies if so.

His break down is exactly as i see it, so it reassures me that my line of thinking is not so delusional

https://theoakbloke.substack.com/p/anic-dotes-and-cow-hides?utm_source=publication-search

Very cool. 1.4m for Liberation labs to plan expansion before completion says a lot imo.

I'm also surprised the NAV has taken so long, the all of the past releases have been at the beginning of the month.

Probably have no idea how to report a growing NAV when the valuation has fallen off of a cliff.

Liberation Labs is 40million

Cash is 12million

Thats 5.2p on the share price, the others im sure will bring it up to 20p in normal times

I think it was the one at 850.

There was a second one at 1644

I don't think there is any point in start a campaign now. Funds will be avoiding volatility up to the end of the year.

It feels like Blackrock have now fully unloaded (based on drying up of large sells) so Id expect the price to stabilise till the end of year, maybe even steady growth.

Next year should start to see revenues generated which will drive an uptick. End of next year will see parity with NAV (whatever that looks like).

I will continue buying monthly and hope to retire a millionaire thanks to Big Jim by mid 2027. Plan B will be to carry on working! :-)

BMB5DJO Well put Sir

Show. The time stamps are not in order.

Most of the big trades were made before 9am when the sell was 4.1.

They are listed later though

Black rock is just a calculated guess. Why reduce below 3% and stop.

To them such a small holding they may as well close.

As for the buy sells today,, the bulk were done between 8 and 9 but show later in the day. Makes it look like buys but they were done earlier in the day. That's why the price has trended down

Example.

The 2million trade was actually at 8:36 @ 4.1. This would then be a sell.

Many are like that

Just to add there have been 3.5million of buys so some resistance

Based on adjusting timestamps these trades look like 10million worthof sells.

As I said before, I can see black rock closing it's position and that would mean 30 million after they reduced below 3%.

Today could be the end of that 30million, Let's hope so. If so then this should be the bottom or very close to it

It was only my assumption. The sells started a few weeks before black rock reduced, this seemed informed as it was unusual activity

Since the below 3% reduction there have since been a few million+ sell trades which would seem to be more Black rock reductions, maybe they wont sell all but why bother reducing such a small holding for a fund like black rock if not to completely close out.

My feeling is that there will be a couple of months of random large sells and then hopefully we will see steady growth through 2025

Strange. It says they had in April 302k shares. Although in August the reduced to 38 million shares from 56 million

I would assume hat the Black rock sell was only to get under 3%. Now they are probably selling the remaining 3% slowly to try to return some value. That means another 30million shares need t sell to close this position. I would assume that they will need to close before year end.

That means we will probably see quite a few more 500,000 + sells before the price starts to bounce.

I am second guessing everything but it makes sense in my mind.

Maybe buying at the end of the year will see the most value. Although 4.25p is shockingly low

@Matador

I consider pure negative people to be ignoramus so in short, yes you are.

Have you ever posted a positive post?

Peterr I didn't mean he was insider trading, I meant that I have a lot less knowledge than JM and its reassuring when he buys more. Kinda rubber stamps what I think

Good that he has bought more. Whilst i sit here thinking surely this is a bargain without any inside info, he has inside info and now shows he thinks its a bargain.

Someone else has bought 4.5million today btw.

I see it listed on Friday afternoon, the RNS was up before it was listed so that answers my question.

The reason I asked was because for 4 weeks there was a big sell off, which leads me to think that people were had information that black rock were going to reduce. (insider trading)

Now the buyback comes and they make a tidy profit!

Or am is that just conspiracy theory stuff!!!

Great price now though

But has the 8million + shares been sold over a month or just the past day.

What a the rules on disclosing this?

I agree IP.

Can someone tell me if the rns is based on activity over the past 3/4 weeks OR a 1 day move.

Of 3/4 weeks then it all makes sense what's been happening. If a one day move then why can I not see a 10000000 sell?

Just looking for my own understanding