Member Info for StopAnimalAgri

Love this branding, very hip.

Solar foods stock is flat because the earliest they will be profitable is 2028, I love the product but would rather wait for ANIC gains in the next 2 years first. I'm planning to maybe sell some ANIC and by Solar early 2028 but only if ANIC has hit the 50p+ and Solar is still sub 10p. This is obviously based on all being well, I think Solar's product/vision is brilliant but the 6.4% ANIC holds is enough for me today.

As for the financing this was always planned to be complete beginning of next year and the news that came out last week showed that they are almost there without much issue. Another strengthening position without reflection in the market

Just great to have articles out there. Anyone who deep dives after will invest and hold regardless. Snowball effect in its infancy.

It would have been handy it they had specified though that some holdings are expecting to be profitable from next year

Id like to know where this sits in regards to Lib Bio's strategic partnership! Feels like it should all be hand in hand but that's not necessarily the case

Cheers Nano

I'm not surprised by this. In the the current facility they have sold everything till 2028, which would tie in with F02 completion and reduction in price for product. New contracts will be formed at prices that I'm sure will undercut whey protein.

This is a complete protein source and demand will be very high even with the significant increase in product, as I said before, this is in my opinion the most exciting company in the portfolio based on timelines and product. I think I will start investing directly towards the end of 2027, when ANIC is up to 1pound

@Apierogon

I dont think he was, so then he's not.

Quite a random dig tbh, I find Nano to be well written, knowledgable and has a deep understanding of the stock.

Oh well, haters gonna hate

If I read this correct. ANICS 6.4% holding probably wont change. F02 to be built with grants and loans

What will change is that key suppliers to the facility will be outsourced, meaning profit reduction and overhead reduction. EBIT of 38% is decent enough to see the company continue to grow.

I actually love this, I was waiting to see how they would fund this and they said they would close the funding round early 26. Clearly they need a bit more from Europe but I don't think that will be a problem and Europe has already identified this as a key area for expansion.

Well played Solar, IMO the standout company in the portfolio. (ignoring size of holding).

Makes me think that the current price of 5.3p could be the right time to buy

Problem is though, if it was written down before the fund raise. ANIC % holding will be greatly reduced.

The next NAV will be interesting but not sure Geltor will carry much for ANIC. At least its not dead which is were id put it!

NAV wont change much because assets have not shifted too much. Exchange rate and loan repayments will shift it 5% either way.

I think JM has been very fair keeping NAV down, it means Shellaby receive no payment (which he owns too).

Expect the NAV to rise end of next quarter, the CFG acquisition has to be priced in to reflect true company valuation in respect to a fund raise. They cant just value the new building at 1million otherwise all the value will go to new investors rather than existing.

As much as I said 15p by Christmas for over a year now, I really can see it holding up till easter. 40p by next Christmas though

Maybe. I also thought 7p and 8p were the new bottoms. The sustained sell seemed very knee jerk to day trading sells with little resistance.

In all honesty only significant news will truly end the days of 6p/7p. I fully believe a fully operational maxed out Lib Labs will see us hit NAV, maybe Christmas is a little optimistic for this now. Easter though should be reasonable

I am 52 years old and have been through many phases of sport and fitness . Football 20's and 30's, Squash after football, Running mid 40's. All of these times I never looked at nutrition to help me. Now I have started running again (June) after a football injury and things are different.

I realised quite quickly that my recovery was not so good and that with the help of a fitness app i saw my protein was too low (40g-50g per day). Immediately I increased my protein by 20g per day and wow, what a difference.

Apps track nutrition and any level of research will tell you that protein is great for weight loss and building muscle. Information has changed, awareness has risen. This is the new ( maybe I'm a bit late) normal.

My point is that in my years this is a new thing but it wont go away. Protein water from Vivici, Solein etc, all exciting and plenty of space out there

All 7 are on ANICs books and 6 of the companies ANIC has a board seat which is fantastic.

The 1 company without a board seat is EVERY which is suing Onego (also New Agrarian) for IP reasons. JM must be fuming at this!

Also listed is a company called Clean Food Ltd but the link just loops you back to New Ag website, looking into the government listings Clean Meat Ltd dissolved in 2024! Not sure what's going on there.

In short New Agrarian is a safety net for the Board seat held companies. Very nice!

We are in a good place, the portfolio is moving forward nicely. All fundraises whether they are ANIC or new investments will dilute the shares but not the valuation, at least until ANIC start to receive an income and reinvest capital (loan repayments, profit share) 2027 possibly

Grants, Subsidies, Loans and cheap new buildings are all net gains to the NAV so these make me happy.

New agrarian is a great benefit to ANIC as it hopefully should help important portfolio companies (probably board represented only) get funding over the line where possible. Billionaires behind these companies help prevent failure

IMO its going to be a transformative 2 years for the SP. I need to raise my own capital I think to get more in!

If anyone questions the strength of ANIC, New agrarian should be the safety net to put any questions to the side. JM is a Billionaire and he will make ANIC succeed. Not for the casual investor but for the future of all of the planet, he really believes!

My top 3 companies are more about quick returns not so much 10 year valuations so

Lib Bio - We need this for the portfolio and for the industry. NEOM will replicate under license, this will for the next 5-10years be printing money. Licenses, owned facilities. JM mentioned Australia several times so maybe something there soon too

CFG - This has shot up my list since last weeks regulation plus acquisition

ALL G - Because I think they will move into Lib Bio for the double whammy, probably no dilution due to intermediate step

Special mention though to Solar foods, love the project but because they are listed I feel I can keep an eye on it and invest at a later stage separate from ANIC (with less risk). I also expect dilution in the fund raise that is underway so the 6.4% will get lower imo, this is why its not in my top 3

Blue Nalu has had more mentions from JM recently, my negative is that he was hyping it 2 years ago and still not moving so fast. I guess it shows that its still moving forward within, just not much noise. Maybe a bit like CFG, then BANG

1000000 shares not pounds.

As for the 5.5 itt was never available, not sure why the apps do that.

Lowest sell of the day was .6.2

Next Nav should be end of October but last year it was end of November. I'm not expecting a big jump, the purchase will only need to be reported as face value which offsets the cash used. The end of year Nav should see a jump because CFG will add it to valuation for their next funding round.

@CM Algal are in administration so share issue was never an option, cash is king and it will all go to creditors

Last one.

Just looked into the last reported administration doc on the government website for Algal Omega 3 Ltd.

It valued the plant plus equipment at 6million. I would guess that this could be acquired for less than 1 million if no one else was sniffing around. Could be a literal masterstroke. TBH 3million is a bargain as well but i cant see CFG having that kicking around

Just found this. In summery it says undisclosed fee and paid for with CFG's cash resources. Must have been a bargain, the receivers love to just get cash in. No matter how little

'SEED Innovations Ltd, the AIM-quoted investment company offering exposure to disruptive, high-growth, life sciences and technology ventures typically inaccessible to everyday investors, is pleased to note the announcement by its portfolio company, Clean Food Group ("CFG"), of the acquisition of a one million litre fermentation plant (the "Acquisition") from Algal Omega 3 Ltd (In Administration) for an undisclosed sum.

The Acquisition and resultant initial associated costs of the plant will be funded from CFG's existing cash resources and will provide CFG with a 12-acre Liverpool facility, offering extensive R&D resources and significant opportunity for future expansion.'

100% agree Nano. For fact check its 27.4% as reported 26/3/24, shouldn't have gone up since then as I don't believe ANIC have put any more in.

like CM said, id like to know the deal for purchase so we can fully see the impact on ANICs %holding Vs value added.

I guess this is the reason for no RNS as it would need to be presented in that

This is seriously significant news for the SP. ANIC owns 27% of CFG, this is the second highest percentage after Lib Bio.

This acquisition should mean that the next funding round (Series 'A') should be jumping the company further forward than a traditional 'A' funding round, therefore reduced dilution of ANICs holding in the long turn.

As pointed out, JM has been talking more recently about CFG and also I believe he said that Nestle/Mars were very interested in the tech. Maybe they get bought out quicker than expected but an exit within 2 years could be welcome and a very handsome payday!

Be interesting how the holding is valued in the next NAV

1million buy at 16:00.

Is that the turn?