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Really good video, really can't see how they fail. Scale up and mass production all under one roof. Also the ability to create new products whilst running full operations.

Would love Agronomics to use this video more and also Lib Bio to do the same

These numbers look horrible. I guess they adjust closer to real at the end of June.

CFG and Lib Bio are the big positives in the last 6 months, although meatables collapse is another 1p off of that NAV.

Could see the SP drop a little off the back of this but the future is very solid imo.

Im bullish on Lib Bio, CFG, All G. These are enough to smash 20p out of the park in the next 12 months. imvho

Some fantastic news that I didn't expect as we enter the festive season. As we know, none of this will move the needle BUT it will strengthen the stocks holdings ready for lift off

This would be huge. Almost doubling the valuation would make it over half of the portfolio value, approx. 9p worth of the SP.

Surely this could trigger a move if it happens!

I agree with everything.

This will explode and I see a strong start in 2026. Some advisers advised ANIC this year and have a 70% return, I think the same advisors plus more will advise again for 2026.

This will see a breakout through 10p Imo in January, as you said there are many strong fundamentals that should align next year.

As normal though, December will be very quiet. Volumes this year are the lowest I've ever seen.

I do feel that investors are ready to jump on but at the moment can see other better short term options in the market, when it starts to move then I think it really could reposition quite quick

I believe that the NAV increase is from previous high and not YOY, I think this is what Nano said!

This means that 16p has to be cleared.

You are correct though that the company really needs to see the SP shift closer to NAV otherwise the payment will be in discounted shares, which in truth will long term (assuming success) give Shellbay a double whammy .

The 15% fee for Shellbay is OK as its meant the past few years no management fee. If it ever reaches an evaluation 100p then Shellbay will make 126million in whatever time span that takes, which if its fast will feel a lot but the company will then be worth 1billion and the SP will be adjusted 88p (allowing for Shellbay)

Ultimate goal for me is the evaluation of 2.276billion which will make the SP about 2pound and Shellbay 226million richer. All possible. JM the big winner and we all feed off of the rest.

Discounted shares will inflate these numbers but this should only happen if at all whilst the portfolio has companies with no profits. Possibly 1 year, maximum 2. I'm quite sure December NAV will stay down below 16p so 2025 should again have no fees payable

I'm so pleased that i was 1 year after you BB. I started at 12p and have averaged down to 6.7p. 20p would have been so much harder to get down!

My sentiment echoes yours though. Many of these companies have stabilised so the portfolios fundamentals are so much stronger, just need revenues and infrastructure which will start to break out next year. Then BOOOOM

I personally think it wont go much lower than what it is now. Its been slow for a month now and to see it fall from 8 to 7 with no real pressure or resistance feels empty. Maybe 6.9 is a good shout if people sell to buy more Xmas presents

I feel we are now heading into the pre Christmas dip. Every year this has happened and I feel that its because people don't like to speculate at the end of the year on stocks with no year end profits to report.

There was a price jump in January 2024 due to predictions but it didn't stick, this year there is certainly more substance if it were to happen again. Many forecasters will predict another jump in 2026 and will cite 2025's success as substance, this will encourage many more believers looking for 2026 big wins.

My feeling is that we will see a up turn towards NAV before Easter and close out 2026 around 25p. Plenty of swings in between.

This means IMVHO that the run to 10 will probably happen in January and we are now in a maximum of 4 month window where we will be able to buy for under 10p and this will disappear forever.

This is really interesting. Supermeat is the second largest valued asset but has been quiet for a while. If this starts to develop, then the SP could rocket when its commercialised.

I am slightly confused though. If ANIC issues shares at NAV price, does it mean that Supermeat only receive the money when/if the 14.5p is cleared?

All these points are fair and all lead to ultimately 1 conclusion. Time! We can see profitability but when that triggers the market to reach NAV I really don't know, Easter is my revised guess.

As a side note, if you value the CFG acquisition at around 60million, this would put 15million on ANIC. Which is 1.5p on the SP. The day of the announcement the SP was 6.3p. You could argue the fair value has been realised by the market! Of course its worth more than that as the company has jumped from a start up to planning full scale production with a smaller fund raise needed (probably another 40million)

But is was bought at the end of September so you can only really report its paid for value as a real value.

Of course CFG will increase the valuation when they are raising funds but as it was so close to the end of the NAV calculation it's all you can report, it would open up legal ramifications if you reported anything else imo.

In all honesty 6 more months of low NAVs would suit me, will give me time to maximise my position before lift off

I missed this from the oakbloke as it was written as part of a general piece. He has clout and I think its clear he will be all over this again in the near future.

BS 2025’ top idea has delivered a 70% return for Thompson. That’s OB 24 idea ANIC - Agronomics. I haven’t written about ANIC for ages and a lot has happened. If I could pick ANIC for the picks for 2026 I would without hesitation. I fundamentally believe that a number of its holdings are on the cusp of transforming our world - as we know it. Pressure on farming continues and the lie of “official” inflation when you go to the supermarket is there on the shelves lightening your pocket. Many products have doubled in price or more over a few years. If we didn’t have digital money we’d be heading towards Weimar-style wheelbarrows.

ANIC is investing in the answer. Technologies that could produce food many times more efficiently than today would be worth trillions. That’s a fact, but the question is will it?

One aspect I’ve noticed during 2025 is a move at ANIC’s holdings more towards ingredients, so rather than growing parts of a cow, so to speak, produce collagen or proteins that go into food. Avoid scaffolds since they are very pricey. Make gloop because egg whites are gloop, collagen is gloop. Start with gloop. Watch out for gloop, and potentially the profits of gloop.

https://theoakbloke.substack.com/p/fright-or-flight?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf1ae705-9bb6-4d05-bd76-6358cdc9b1e7_756x335.png&open=false

I agree with the 200million (20p per share). It will also have substance because some companies (Formo, Meatable, Lib Bio) operations are forecast to be profitable. This should mean that investors come in as it will be seen as a safer stock.

Id expect this months NAV update to still be around 14.5p, possibly the last one to be played down. The CFG factory acquisition alone is potentially 2p on the NAV.

As for dilution protection its kind of irrelevant If you don't put in, you lose/win nothing. Your evaluation remains but of course your share percentage drops. The fund raises that include loans and grants are the big wins. My calculation would put every at around 1.12% now

Whats 7.99

Its funny that even though i thought 4 was the bottom and I did by consistently through the 4's, I never really had the mindset to go all in. I did write many posts suggesting that Lib Labs + All G alone were worth 4p and was looking for reassurance. Never really got it though, just other confused posters.

That being said I did discuss with my wife borrowing 40k and buying 1million, oh what if!!!

Now average 6.7, whats everyone elses?

Nice amount PF. Should be worth a million 1 day.

I've got 100,000 but have plans to get to a million if price holds for another few months

Yes its 600,000. Profitable from day 1 but not sure what that is

Also New Agrarian are investors in EVERY.

All of these companies dont like to annoy the investors, its a lifeline at this stage. I can see that JM would have liked a merger.

Hopefully gets solved sooner rather than later

I think hes on the Onego board and if Lib Bio is involved in the AD expansion then he will be very close to Every. Only IF though

if you combine the valuations you would get 9%total. therefore 27.5million.

i do think though that every is further along the line so it is probably lower still, but now there's legal battle that can only hurt that number!

my biggest question is that surely the every deal with vivici has lib bio aka jim melon involved, if this is the case surely this legal battle is really going to **** him off!