Member Info for StopAnimalAgri

Thanks Nano

Clean food group has been quiet generally but Jim was talking them up a lot recently.

As you say they will need additional funding and unless ANIC sp goes higher quickly we probably won't be part of it

Healthy chunk at the moment though

Another 2million this morning.

Here's my prediction based on being a regular man on the street, putting 2&2 together (maybe getting 5) but with a daily following of only 1 stocks trades for the past 2 years.

I believe that Blackrock are back in, they are going to drip buy up to 30million (3%) before jumping to 50million.

This would bring them back to the pre Oct/24 holding in a stock that is now moving forward. Last October it was a declining 5.5p stock when they announced reducing below 3%. It then led to 4.5p before they continued selling the remaining 3%.

I predict the reverse, daily buys 1-2million until hitting 3%. Then the 20million buy to get back it's position.

I have no inside info and purely acting on second guessing, if I'm right then they have bought about 10-12 million this week and we will see and RNS end of the month, new price will be about 12-13p.

If I'm wrong sorry.

As a non insider I have to guess a little

4 years!! Your one of the old guys here then lol

I'm 2.25years, first buy was 11.5p and have bought every month ever since. Avg now 6.6.

I continued to buy through the 4p months and as any who were here may have seen, I was very confused with that price and never thought that it weren't safe. many times I asked the question, How can it lose money? No one had an answer, just confused at the price.

The main difference here to any other penny stock, is that we are in for 20+ companies. They just will not all fail

Well done to everyone who held through the past years and also averaged down. i believe this holding will have 4 phases and we are coming out of phase 2.

Phase 1. Initial excitement with over speculation (with the benefit of hindsight)

Phase 2. Stagnant years whilst the tech develops and people question viability, believers hold on, others leave but have 1 eye on it

Phase 3. NAV Parity, SP bounces around NAV as the real value of portfolio seems apparent but still not in across the board profit/full scale

Phase 4. Scale is reached, profits are clear. Buyouts being talked about, speculation leads to over inflated prices

Im sure you could make a more complex 9 phase plan but this generalises it. I'm sticking with the 15p end of year, Phase 3

There was also 2.4million reported midday for yesterday. It's closer to 10million now.

Agreed Nano, I 100% believe i know more about the stock than the fund managers. Although JM must have friends in that world that he talks to.

A fund is almost certainly in, what is their target % is the question? Do they want over 3%?

I think funds like BR dont get embarrassed. They will often sell and the re enter a stock. It's all about timing for them.

Last October nothing was really gaining momentum in the portfolio, 6 months later it looks well under priced, due to holdings advancements

I believe Blackrock could come back in. They unloaded a stagnant stock last year in a pre christmas cash grab.

This would not stop them coming back in when the stock has some early momentum. They believed in the project 5 years ago, so why not now?

If it is BR we will find out in a few weeks as they would probably want to get the 5% holding again

Another 2.4million late reported yesterday.

What I found interesting today was that there was a whole hit of trades sells that possibly were buys. If that was the case then at 10:00 there was a sudden jump to 9. Was there another large trade at this time?

We will see later i guess. I believe more and more that this is fund driven. The 1st of many perhaps!!!!

Nice one greenshaw. Learning everyday!

How do you know its the same buyer?

Interesting that it can be an earlier buy that takes time to fill and then becomes the average over the time, this then gives the illusion of a sell but makes total sense.

I'm personally ruling out it was a discount offered due to high volume, as the stock is trading upwards, that would make no sense for the sellers.

1.7million reported for 14:30. This would then be a sell, but the price being up on the day suggests its a buy at a different time.

What I'm guessing is that its a buy at 8:00 because then the price jumps

This would also tie in with yesterday's presumption of a fund coming on slowly as pointed out yesterday.

1.7million and 2.7million in 2 days is huge for this stock

If it rides to 41 so quick id be a complete mess

8:30 this morning 2.7million were bought in one hit.

This is the largest single buy for years. Only 2 board members hold more than that number.

IMO this trade looks like a fund and most sizable funds would be looking for a larger holding but cant go straight in with 30million due to taking a hit on the price.

Having witnessed the black rock sell off on a day to day basis I feel this could be a reverse of that, trickle buying until the 3% is reached.

I sometimes see things too simply and Nano squares me up, but Black rock i called very early that they would move the last 3% over months up to Christmas due to prices and I was right.

This feels the beginning of a fund loading.

Otherwise its a single buyer who knows something, either way get ready

I like Onego a lot too. 2 big differences for JM is that he has a board seat on Onego and not on Solar and the % holding is 16% v 6.4%.

Onego is clearly bigger for the holding, both similar trajectories imo

I'm a huge fan of this stock on its own. I just feel that you can wait another 2 years, F02 is hoping to start early next year for operations to begin 2028.

Ideally ANIC can rise above NAV this year and then raise funds to invest more in Solar foods.

Of course I have limited info compared to JM, if there's a better option elsewhere then I'm sure that they will get the funds.

As an investor though to move some over from ANIC to Solar in 2 years could potentially be shrewd

Huge gamble PK. Buyers from motley fool are more likely to hold.

Last week buyers resisted @7p, now we are pushing 8p with a motley fool article. I'd be surprised if it dropped to much from here again.

Of course I'm not certain but feel breaking 8p feels more likely

Thanks for that JJ

The morning has been very strong, I really would not be surprised if its down to this article. Motley Fool is very popular and any article like this gets eyes on the stock

You are right to consider IPOs but I cant see any being raised in the next 3 years. I also cant see ANIC being wound up for minimum 15years, if it is then so be it but JM will max every angle that he can. Anic has several board positions so does have influence.

Any IPOs that do raise I would expect to be a benefit and tbh if I went through the holdings and assumed IPOs all made in 2030, I think i could make a case for a huge valuation.

I would not also not be surprised if funds are raised next year to help some of Onego, Solar, Lab Bio, Clean food, California C, Meatly scale. Once scaled and operational the IPOs may happen but you are looking at post 2028

Lab Bio is the most advanced holding and I would be shocked if that IPO'd within 3 years

Then there the other 20 companies, the meat ones are going to be a little longer i feel.

Interested to hear Nanos take on this

Its nice to bounce opinions with Nano as I feel his knowledge is next level to mine, rubber stamps all of my understanding.

I recently spoke to a very intelligent friend about the stock and I said to him. Please look at it, deep dive and tell my why it will fail! After 1 week of research and back and forth, he bought.

I personally started buying monthly when it was 12p so my average is 6.6p. Its 100% of my portfolio

Whats everyone elses story?

I do buy other stocks when I think they are too low but when they rise 20% and ANIC falls I cant help but to sell and buy more ANIC

I agree with the larger holdings being exciting, I didn't mention them as timelines are another 2/3 years to profit. All look very strong though, for all JM's criticism he really did invest well.

As for not answering the 10 year question, 50x is 3.50. 10years should be a good timeline for that. I have 10years at 2pound (28x), so we're not far away

Out of interest, did you carry on buying through the 4p times?

@Nano

The Lib Bio valuation was based on me justifying 15p by the end of the year. I fully agree that Lib Bio could be one day a billion dollar company and to be valued as such only needs belief, not numbers. When that belief is in place I'm not quite sure, possibly when Richmond is operating with contracts in place and the next site is being built. This could be as early as end of 26! In this case Bio Labs alone would be worth 40p on the SP, I actually have forecasted 40p for 2027 so on track I guess.

I agree that the institutions are not going to come in for startups but 4 companies expect to be profitable next year, plus Solar foods is listed. These will no longer be considered start ups. The starts ups will just be bonuses if/when they succeed and there are a few that I'm very confident will.

How do you @Nano see the SP increasing over the next 10 years?

@Nano. To be fair I feel you answered you own question, with your own rationale. Ill add my take fwiw

AllG/Lib Bio has always been my milestone for 15p. Both will be profitable almost immediately, I play with thumb in the air maths but here's my thinking

Lib Bio profits 25mil per year. P/E of 10 which is low for a company with its potential. Valuation 250mil, ANIC hold 40%=100mil

AllG Current valuation 100mil, surely doubles when profitable. 200mil, ANIC hold 8%=16mil

That would take these 2 holding to worth a solid 11.6p of SP.

Also Meatable and Formo have stated they will be profitable next year, 15p is very much within reach based purely on profitable companies next year.

That leaves another 21 companies to chip in.

I also feel the institutions will come back in once there is a solid platform, this will more likely happen in the new year though assuming the markets remain a little subdued for the rest of the year.

I know @Nano you understand the markets/holdings better than anyone and respect your take on the complete holding, but ultimately when/if companies make profits, people will want a piece, and they then get greedy.