Member Info for StopAnimalAgri

@Nano to be clear, you are saying that it could float for 280million+ then that would be approx 70million on ANIC (circa 25%).

At present (30/6/25) the valuation was approx 28million so 7million for ANIC.

Coincidently 10x with rounded numbers

We know the 100million factory was a steal but will need mods so lets call it 70million. That would take CFG to 100million (not realised in the half year NAV 31/12/25). In real terms this alone should have added 1.8p to the SP

I guess its possible to see this valuation but I seriously question it would be this year!

In 5 years can easily be a 1billion company

It does seem optimistic atm. I predicted the timeline based on believing Lib Bio would be opened Q1.Now it looks like Q3 but with other portfolio advances I'm more excited/confident than ever.

As you say the first jump may be delayed 3/6months but the second can still be on time and hit 25p/30p by Christmas

Maybe, just maybe, we understand this stock better than the stock market. I know that sounds crazy but seriously, this stock has no right to be 7p. Unrealised gains are real! Adjusted NAV seems fair! This is all without factoring is YoY potential.

Every new portfolio company that has imminent revenue stream with basis only make this more robust.

We are all millionaires in waiting :-)

Why is this not on the newsfeed. IMO this is potentially big news for the portfolio, California Cultured has been ticking along quietly, not mentioned by any of us as a short term player and then BANG. Contract with a very big ingredient supplier to start supply end of the year.

Thanks for that Nano. Great read, they really are making great strides. Shame its only 1.6%, should see profitability soon

I believe its 1.3% valued at 5.8million.

JM has additional investment through New Agrarian. It confuses me though as Every have a lawsuit against Onego (ANIC 16.1%) which JM must be fuming about

@Bluehorse. Genuine question, What events could lead the remaining 23 companies to all go to zero?

This is a serious question for everyone really, when weighing up risk its important to take off the rose tinted glasses.

I personally would give the chance of zero at much less than 1%. I also feel that the chance of the VC closing at less than 6p to be less than 2%

@Gonsan, very nice. Im trying to free up some funds myself with the same sentiment

Past 2 days have seen around 8million buys against 1million sells. This has not happened since this time last year.

Clearly the NAV has caused the narrative here but is it capable of hitting 10p?

My thinking here is that 46million shares have been issued recently to the portfolio companies that they could do with converting to cash.

This could create a vacuum and hold down the price, we have already seen 2x1.5million sells and multiple 500k sells which I'm guessing relate to this (only an opinion)

Are we seeing the perfect opportunity, where sells actually strengthen the portfolio whilst holding down the price. Remember the issues where at 14.65p so every sell is net gain to ANIC

Just a side note, none of these individual companies are listed so sharing information general information is OK.

As a VC there are rules but i don't believe its on the same level

Nano may prove me wrong but I believe its a less followed up grey area

Thanks Nano. I have just brushed up on Civil/Regulatory Regime (UK Market Abuse Regulation – UK MAR), especially Articles 10 and 14.

Surely if its on this board then its public!

I agree with Bluehorse in that JM will probably have little to no chance to Purchase more shares as there are 20 companies now moving quite fast forward, he should always have inside information as he has a board seat on 6 of these companies.

If he can purchase, it would suggest nothing is happening!

He is legally much safer investing through NewAgrarian which also helps ANIC companies get over the line-

Great post Kuentai. A lot of insight that you wont get anywhere else. Institutions will move this stock fast, need to be in before that otherwise buying at 20p will feel dirty!

Welcome Fillet, very good to have a different opinion that is delivered in a well thought out way. Very insightful

I agree with everyone. What a great place to be :-)

@ oogle. Inflationary food prices will actually help get below price parity sooner rather than later. More good news

@Nano. I actually didn't consider that and I think its very possible. I assumed they wouldn't take cash yet as they were issued at 15p, but if you need money today, what can you do?

@Bobo. My sentiments exactly, these are the companies imminent. just imminent has moved back a few months (not years anymore)

@PK. I did the same because of Silver, need to get it back in and more asap I think. 5.9p is crazy.

Ultimately I see so many good investments at the moment, especially commodities (which i always hated) but I really cant see anything that will outperform ANIC over the next 3-4 years

Some big sells past few days.

Cant see any drivers for this except maybe the comment of Lib Bio opening later in the year, the market does not like it when companies miss targets

Surely though that's not enough to cash in on an already heavily discounted stock!!

I really do feel that the lack of patience is the problem here with investors. I personally would rather load up and wait for a 150% return than actively seek out 20% short term gains elsewhere. If its another 6 months then so be it!

This can go up 25% in the blink of an eye

I wont get excited about anything Onego do until the lawsuit is dropped/over. Also JM has not been so vocal about Onego recently and that makes me nervous. Could just be that others are more exciting today, who knows.

930,000 buy today. Largest buy for about 6months.

Maybe the beginning of the next run up

2.5million sold at 10am. Thats huge for ANIC! Price should go below 5p now

Who exits such a large position at such a clear loss!

I bought more today as well. 5.7 is surly a triple bagger in 2026!!!!

Thanks Alex

Love you podcast, cant wait for this one

There seems to be some confusion on how JM invests and why!

New agrarian is to get holdings over the line and in turn helps ANIC as we have no money

Buying ANIC shares would boost the SP but will not help get any companies move forward

Both these companies are needed at this time and its great that JM wants success so much that he is almost like a sugar daddy. If JM invested 10mil in ANIC it would not help the portfolio become profitable, only the ANIC investors.

The ultimate success for JM would be to get the companies profitable and then still be able to buy at discount, he may have to sit out the opportunity though as New agrarian investment may more important in the short term

What i don't understand though is that there is no official announcement from Lib Bio regards AllG.

Surely to have a second contract signed would be of interest to investors! Or is there an element of positioning going on to get the last of the good value, JM could be looking to buy some cheap shares 1 last time!

There has to be a balance for JM of investing directly to ensure the companies gets to profitable production asap and buying more ANIC because its at discount. Surely he wants to pivot but needs to be certain of Lib Bio, CFG, ALLG, BluNalu first

Timelines and previous comments in interviews suggest that it will happen and of course JM will be pushing for it as a must, when this happens and is pushing profit the SP will close to NAV very quickly.

Does anybody know what the new %holding of AllG is now? My calculations based on no adjustments of AllG valuation since the June NAV would be 10.2%, this is great news as its one of our quick wins in the portfolio.