Member Info for StopAnimalAgri

@Trethkor. Yes I have, it doesn't amount to much though. All in with Ace'S, hope they don't get cracked

I am seriously thinking about releasing equity in my house though to maybe enable me to get to 1million shares (the dream goal)

My theory is that I would be able to sell as I need over the next 15 years as it grows whilst taking early retirement. My wife needs convincing though.

I know your comment was a slight but many calculated, concentrated risks have resulted in serious wealth. I don't expect you to agree as its clear all of us believers are currently swimming against the tide. If I'm right I'll retire early, if I'm wrong then just carry on!

BTW I have been saying 15p end of this year since November 24. Its based on timelines of holdings taking next big steps. Lib Bio slipping to early 2026 can push it back a bit but if the SP doubles in the next 12 months I think I shouldn't be judged too much

LOL

Liveliest day for a while. Still some resistance but roughly double the buys, maybe something is brewing.

I do expect a jump to 10p before the inevitable run to 15p end of the year

Cheers Nano

AllG is one of my favourites! Maybe you understand more than me here.

How i simplify with the limited information is. AllG will move production and maybe lease out their small scale set up to FaBa to prove first step scale.

Otherwise why would AllG give up its reactors which are already producing product at market price.

@Nano you understand a lot of this on another level to me, so im interested if you have a different take!

Such a badly written piece. He questions the CO2 effect if its as high as the highest estimate of 22kg CO2 per Kg of meat, when farmed meat is 40Kg per Kg. This is a huge reduction so definitely worth it and I'm sure this is based on coal generated energy to make it maximum inefficient.

Of course the figures based on 2kg per kg are probably only solar which is also selling the opposite narrative.

Agree the healthier aspect was never mentioned, which was needed.

For comedic purposes he writes 'critics argue this is not the solution, eating less meat is the solution'. Would really any half intelligent person add that line to an informed piece?

Id love to see any of these US states ban Lab grown meat and at the same time reduce production of meat by 30% to save the world

I think the significance was the UK part. Although ANIC holds 27% of Clean food group and 25% of Meatly which could see these holdings surpass Supermeat and Blue Nalu very quickly. Supermeat and Blue Nalu I feel are overvalued at this moment and imo will take a long time to realise their valuation.

On the large holdings front Lib Bio is the strongest holding IMO and will be both operational and profitable early next year.

Also Meatable, Formo and AllG are expecting to be profitable in 2026

The thing with that interview is that it told me nothing I didn't already know but still made me feel good. I guess its confirmation that we need. The timelines, direction are all as we on here thought. The needle will move with Lib Bio, maybe ahead of completion but that 1st big jump.

I'm please he mention Clean food group as its a large holding that has flown under the radar for a while.

Just solidifies my desire to buy more!

Good interview Alex.

My key takeaways were the obvious desire to start and prove concept, which based on shortage of bioreactors feels like a slam dunk, additionally how big Warner thinks this can be. Maybe its an overexcited CEO, but what if its not?

He spoke about already deep into the feasibility study to expand Richmond as well as using Australia as a stepping stone to China.

Potential billion dollar operation with a multi billion dollar valuation if all goes to the plan in Warners head

https://rss.com/podcasts/alexcrisp-futureoffood/2057690/

I think it paints a picture for new investors. If they dig deeper then they will get hooked imo.

I get that it could have been updated in the past week and the LL error is a shocker BUT they never did this before so i see the positives.

I am very much glass half full though, keeps me happy

Bloody hell Nano your a tough man to please. As much as I understand that we have deep dived the portfolio ourselves and have much of this information to hand, to wrap it up in an easy to present document could pay off.

When new money comes in, this document compresses the information nicely. So maybe you knew all of it but your already time served in the stock.

I have many friends that I have convinced to invest in ANIC (small holds) and this document would have saved me a lot of talking!

The 3million is very bad, I'll email them and hopefully they will change asap

Really nicely done.

Looks like the first step in promoting the stock. I'm guessing they need to see the stock get up to NAV asap so they can do additional raises to help the portfolio scale. Before time was not a factor but it feels now like moving quicker is now going to be a thing!

Load up at 7p because it wont last long now

Welcome back Kuentai.

Only companies that have potential to grow to 1000+ employees will benefit imo. I don't see any of the UK portfolio hitting those heights

Lib Labs is different because it is a stepping stone to multiple companies.

I think Solar foods will get significant investment from Finland to grow quickly under the same premise, reading their presentation, it is very targeted at goverment/european funding.

I personally think that there's plenty of room for rival companies. Bioreactors will control the output, then most companies will get bought by food giants who will need the reactors more than the know how. So will possibly buy more than 1 company in the same sphere.

All this will be profitable for the stock but draw a line under each holding imo. The endgame!!!

We sing from the same songsheet Nano, although I think you express in writing better than me.

As for the reference about concentrated holdings I'm all over it, every time I invest in something I think is value. It moves up slowly, then ANIC drops 20% and my eyes light up with value and I sell everything and just by ANIC. Google for example is a great price and will go up around 10%/20% this year imo BUT ANIC will be nearer to 100% imo.

As you say, soon the investors will come in ahead of the curve. I think we are just ahead of that. Boom or bust for me!

Does anybody on here see a world where you do not at least realise your money back? What would need to happen for that to happen?

At the beginning of the year they said would open in Q4/25 and be fully operational Q1/26. As Nano said this has now changed to just Fully operational Early 26.

The difference now though is not the tech or investments, its building timelines. These often slip and I would have been surprised if they opened this year, 3 months is quite normal for a project like this IMO.

Thanks Nano.

I've been very focused on the companies that could overtake the the market cap of Anic on their own and had kinda neglected CC.

18% ownership with such a high bar that starts to produce next year is a major portfolio positive.

Add that to the big boys, very exciting

I still think US is the best place, the demand there is so high that its not possible to overproduce.

Also Trumps economics will be long gone in 10 years.

ANIC own 18% of this company, I'm interested in what the ceiling of a company like this is, I guess we will be able to calculate more next year when they are producing. Anybody have a clue? Can they get to be a 1billion company?

More great news from a potentially significant holding.

SP sure to take a hit :-)

I agree that there are some significant trigger points coming. Normally though the stock market is well ahead of them!

Although I think lib Labs opening will be Q1 26 and Sloar foods will only break ground on F02 in 26. So maybe end of this year will see the first jump.

I still stand by 15p at christmas.

£1 in 2028

£2 in 2030

All indicators suggest these timeliness can still be hit.

Great pension, not so great day tradeing/ fund stock (yet)

Funds could come in just before end of year if they think it could help their year.

Listening to th McKinsy podcast it seemed clear that equipment costs were the last big problem. Then Meatlys RNS said they had put a big dent in that.

The moon seems closer and then sells.

We all agree, so the opportunities are for us :-)

All in with the royal flush