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I don't think general trading will spike this. I think it needs to be fund managers adding to their portfolio.

When this happens then ETFs will mirror these funds and we will see a double whammy.

It will happen Imo and when it does it will probably over correct. I expected December to be the jump to 15p and it still can be (more likely Q1 2026 now) but I certainly never expected such a large pullback from 9p, this makes zero sense to me

Sells have easily beaten buys today.

There are 7 large sells that total 3.3million alone, their timeline is reported late so they are listed as Unknown.

For balance just 2 large buys total 800k.

Additionally last 2 trades yesterday and 1st trade today were total 500k sell.

Clearly sells on top for past 2 months, has to turn soon. Surely!!

Nothing makes sense.

Buffet would say that if it makes no sense then buy more. I buy every month and have no plans to stop yet.

Not sure my predicted 15p by Christmas is going to happen now though, although Lib Bio moving back 3months should allow my prediction a little grace

I believe this could go to 1pound by 2030 (scaled precision fermentation), 2pound circa 2035 (when lab meat takes a hold), possibility with over hype we see an un realistic spike that is higher.

There will be dilution for sure but when you look at some of the potential ceilings/acquisitions of these companies though, even diluted many of these holdings could 10x.

Lib Bio is stand alone. ANIC holds 40%, New agrarian holds about 12%. Both Jims companies. The last funding round ANIC loaned money to Lib Bio to get over the line. Make no mistake, this is Jims baby and he will not let it fail. Also he will try his hardest to ensure all expansion is funded by loans and grants, of course if Neom say they want to replicate immediately in Saudi then Neom will be a majority owner of that plant but not Richmond.

I truly believe that Lib Bio will be worth around 40p (10x current valuation) of the SP in the next few years.

On the flip side of this, if you look at Solar foods presentation they are clearly looking for maximum amount of grants to remain in the EU/Finland. They will need more funding (in process) to begin F02 in the new year but the dilution will be less impactful if free money is added. Also they have sold all product till 2028 which means they will have borrowing possibilities.

Then there is the beauty of scaling in Lib Bio, no additional funding needed. Prove scale, show profits and then you can borrow (All G).

JM said in a recent interview that Lib Bio is full to capacity from the off, only 1 contract signed but its clear to me that it will be filled by 1 or 2 portfolio companies. Announcements pending (Then SP will move imo)

As i say there will be dilution, particularly in companies JM does not have a board seat, but companies like lib, Bio, All G, Clean food, Meatly I think it will be much less.

Yes he is. Anic is 40% and new agrarian i dont know but 12% sounds about right

The drop from 10mil to 3mil was due to loan notes to help get Lib Bio over the line.

As a side project JM has created another company called New Agrarian (I think for direct rich backers), that means that he can invest directly in other projects where it may need help getting over the line (Lib Bio for example). JM is all in on this industry and has stated its his life mission to see this succeed. ANIC has said they will not raise funds whilst trading at discount.

There is also a possibility that ANIC could see some sort of income next year that could then be reinvested.

Its clear more funds need raising both internal and external but internal wont happen until the SP rises. External will move companies forward but dilute the holding.

Government subsidies and investment are the big win!

I've said it since November 24 and it was based on Lib Bio opening. This has now slipped approx 3 months but I'm sticking to my guns.

Market normally reacts early and contracts being signed should help.

Of course other companies will move forward in the next 4 months too but Lib Bio is huge for ANIC

Your right it feels predictable but I though 8p would be the resistance!!

15p by Christmas good opportunity now (again)

It does read negative on an industry level, which means he's dong a bad marketing job. His company are involved with 40 companies which is a lot and it makes it difficult to help to push them all over the line when it comes to funding.

ANIC/JM, I believe has the ability to help the portfolio make the next steps. Money is tight but JM is a Billionaire with a plan

Also Lib Bio in the short term, I'm sure will be very much weighted towards JMs portfolio over Finns. Long term though Lib Bio will want everybody's business, and everyone is welcome

I hear the negatives but in ANIC I still can only see through my rose tinted glasses lol

Lol RW1, 100% with you on this. The previous 4p level helped me get my average down from 12p to 6p :-)

@Nano, all of those points are imo steps forward in the portfolio but historically none of those are needle movers. I see the following more substantial

Lib Bio Announcing more agreements to fill capacity, End of 2025

AllG Scaling, probably within Lib Bio Early 2026 (not isolated from point 1)

Blue Nalu Scaling 2026

Will Meatly Scale next year?

Onego need to close funding round. Next year?

Meatable say they will be profitable next year, that will help

Solar foods Close funding round next year

Clean food group JM excited about this but timelines im really not aware of

Ultimately any fund coming in

Of course the Market will move before a key trigger point but i honestly think end of years prediction more likely becomes 12p and Q1 26 sees the 15p.

Also as many have said before, hype could see it rocket too soon. Better to be at 50p and spike than at 10p.

Just imagine a steady rise to 50p, then hype frenzy spikes to 5pound. We all become millionaires and retire to the Caribbean. That's the plan

I have predicted for a while now that the stock will be 15p by Christmas. This was fundamentally based on Lib Bio opening Q4 which will now be Q1 26, so maybe I'm 3 months out but who knows.

I was surprised by the recent push to 9p but in all honesty the push to 15p wont be 1 day but several months, and if this was just step 2 complete then maybe we have another 2/3 steps before 15p is reached.

Looking at the portfolio I don't see any particular trigger points in the coming 6 months BUT the markets are normally reactive before trigger points.

As a stock though 2026 will be the year the solid base is laid and then we will only be looking upwards,

As we have seen though when a fund comes in then that's when the price really kicks on, will the recent toe dip go to 2%, 3% in the next few months? Maybe they have waited for the pullback!

Personally I'll keep buying 8p now feels like a bargain

I think he just means that if it success for him in this case is to see a reduction in animal suffering and climate change. Money is secondary in this case

Both will go hand in hand.

He also admitted putting personal cash into Lib Bio to get it funded, this really is huge as it not only shows he believes but that he will put his money in to back it up

I was expecting the pullback to continue down to 8.5, possibly 9.0. This article could stop that, number of trades significantly up this morning from the rest of the wee.

I guess really need more investment funds like last week to drive the price significantly

Thanks for that. Very positive on clean food again and after going quiet for a while, Blue Nalu sounds close now too

Agree with greensahw, although it can't be JM as it would have to be announced.

I do think 1% has been hit based on the 1million+ trades. Looks quieter today though

The problem with Solar foods is that they will raise funds early next year to start building F02. This will dilute the our current 6.4% holding.

There is potential that a lot of the fund raise will come from Europe, Finland subsidies to keep SF in Europe/Finland. Then maybe loans, which would be similar to Lab Bio. I'm not optimistic that ANIC will hold onto 6.4% though

I think the rise in SP was when they signed a contract agreement that utilised virtually all of their product from F01 till 2028. This still sees them operating at a loss though. Profitable when F02 Phase 1 begins operation (planned 2028). That's why I think buying SF would be smart sometime in 2027 depending on how the build is going

So 38.5% of the worlds Habitable land is used to create 18% of our calories, this comes from Animal suffering

11.5% of Habitable land is used to create 82% of calories. As I understand this would rise to 25% if the 38.5% was reduced to Zero.

Interestingly on Alex Crisps FoF most recent podcast the guest said that after Taxes the 2nd most dangerous topic for politicians is Meat, you just cant touch it without losing votes. For me the clear first step is to increase tax on Meat but the resistance is clear.

Love Solar foods. I just feel the gains in ANIC will be more in the next 2 years, from mid to late 2027 (depending on F02 updated timelines) I'd expect to see Solar foods SP rocket. Probably have steady growth until then, in all honesty its trajectory could mirror ANIC but with a 2 year delay

Love that Mark Warner interview. Question on 18mins

Q. What can we expect from Lib Bio over the next 12-24 months

A. Boy, A lot!

Very bullish , this alone will be worth 20p-40p on the stock alone in 2 years

@Pommefrite, I don't think people were in horror due to investment. It was that the 10million cash had dropped to 4 million, once they realised it was for loans to Lib Bio all was OK

As for borrowing to help the portfolio, i don't think its a good idea without an income stream. Next year this could change but I feel that all the companies that will start to show operating profit will all have debts to service so income stream may be limited. Probably more likely to raise funds first then in 3-5 years (preferably sooner) borrowing may be an option. Of course borrowing is best because it maintains the % of holding but I feel there needs to be more foundations in place first