Member Info for StopAnimalAgri

WTF is happening.

The rns is really interesting from a scale up cost poverty but it's a bloodbath. I don't understand.

I bought some more today, can't see the negatives

Not really. Running costs are about 1mil per year, this give lib Labs a couple of years before ANIC start needing some back

My guess is loans for Lib Labs. Part of getting the funding was a loan commitment from Anic

The Neom April move would not be considered as its not first quarter. I agree I thought that they would uplift Lib labs, but JM has clearly chosen to keep the NAV sensible.

Maybe there's some potential write downs that mean he does not want to boost the NAV too fast to then see a correction, looks better if any write downs are countered by positive news in the future. Its shows a steadily progressing portfolio which translates better to the markets in the long run

It seems they have adjusted none of companies. Only Solar foods because it has its own real valuation.

I guess its good its lower (fx effect) as that means Shellbay get nothing, which is quite fair from Jim.

Cheers Nano

Great article, highlighting the growing issues from a different angle. Really good read

I think that to all believers this news changes nothing. To any sceptics these RNS's add up and eventually will move the needle.

I echo RW1 totally and will continue to invest whist its so cheap

With the imminent NAV expected in the next week I was looking at the valuations to see how the balance of actual companies that have market entry or close too compared to their valuation from December. IMO a lot has happened in the past 3 months to solidify their position.

All G, Formo, Lib Lab, Meatable, Onego, Solar plus cash. Total last NAV was 80million. IMO all of these have market strategy, product and are backed. This represents 8p of the SP before growth. The SP should imo in a sceptical market be minimum 8p.

Other impact players on the portfolio are

Blue Nalu (12.8mil) new partnership says it to develop strategy for market entry

Super meat (15mil) I have no idea, partnered with Migros 2022 and heard little since. Could adjust down

My point is that the new NAV may write down some of the mid players and maybe Supermeat but the rest should all increase in value and carry much less risk. Will the NAV move the needle?

Yes, Vitrolabs was written down last NAV.

Cheers Peterr, I must admit dont know too much about the scale of production in Finland. Especially related to volume/price parity. All current talk is based on purchasing the land in Winconsin.

I agree PK and the final high SP will be based on the strength of tech/process, but there is a hell of a grey area in between that makes 6p laughable. The slow burn I feel at this point will be over years to get to 100p, but in the meantime 100% looks around the corner. YoY from now I can only see significant growth

I like Onego but they still have to do the series B round which will dilute ANICs holding (hope lots of grants loans). Then they have to build and are hoping to be operational in 2028. Similar timeline to Solar foods BUT solar foods have already F01 producing.

It does feel like 2028 is the sweet spot for ANIC. with strong holdings Solar foods F02 and Onego bio planning to upscale significantly. Formo, Meatable also being profitable by then, maybe Lib Labs 2.0 opening also.

I now forecast with limited knowledge 15p Xmas, 20p 6/26, 50p 6/28, 100p 20230. This does not account for possible additional funding input if money starts to come in from Lib Labs, All G.

TBH the June 28 prediction will be higher if all 6 of these companies realise their targets.

This is without mentioning large holdings in Meatly, Clean food group, California cultured, Supermeat that could all jump forward in the next year

Warner said end of year or beginning next year.

It's down to builders now imo, that would suggest early 26. Building timelines slip all the time.

Could easily see 10p hit though at anytime this year.

6p a great price all the same

That's my point. 16% diluted is 16%. Not 25%.

Previous RNS was 19% diluted.

ANIC presentation is November also said 25%, did they make a mistake in the first place????

Does anyone know how the position in Onego became 25%? July last year the RNS said 16% and previous ones said 19%, I understand dilution can reduce the % but without investment I'm not sure how it went up to 25%!!

Agree with your take Nano, that's why I've been so focused on LL timelines as they should be the first to effect the SP with solid productivity.

LL answered an email from me 2 months ago where I asked about globalisation timelines , they replied they were looking at Saudi and Australia but were not ready to make announcement at the time. So maybe Australia will be soon to follow! All G had already stated that they were looking to use LL, I'm sure they will go into Richmond and then Australia when available.

All G also stated that they will enter the US market end of this year, this timeline i'm sure is linked to LL

In answer to Kuentai's post, this is what I'm aware of

ALLG waiting on LL but are at price parity in the lab

Solar foods are raising funds for their F02 facitlity, expect to break ground 26. Production 28. Currently at price parity in F01 but not profitable until F02 is up and running

Meatable are looking to sell concept to food industry and implement directly, as a hybrid food solution. Profitable from next year I believe

Mosa Meat Factory is ready, waiting on approval for Beef fat. Expected end of year, profitability imo is a few years away but they are the poster-boy so will probably get there in the end

Theres some very large holdings there that can all realise profitable products in the next 1-3 years, is there really anywhere better to put you money than ANIC? Gold 20%, S&P 10%, Bonds 4%, ANIC 300%!!!!!! I'm not putting my money anywhere else. In 1 year will it really be lower than 18p?

Yes really good news. Lib labs have always said that they want no be globally represented and I think the fact that NEOM were involved in the last funding round, made this the obvious next step.

I'm sure all the investing will come from NEOM but it will create an additional revenue stream for Lib labs sooner rather than later.

Interesting to see the Lib Labs fair value up to 34mil from 25.9mil. That will be significant to NAV, add to that Solar foods up 40% (Nearly 3mil).

Not sure Anic will be able to keep it much below 17p. Means we'll be back to a 64% discount.

For me this is only about costs. If they can manufacture cheaper than the current supply chain then it will succeed in a big way. The huge chocolate companies could process on site and most additional ingredients will be sourced locally, can be a global game changer. I'm sure they will also just look to licence out the technology similar to the Meatable business model.

Relatively a small investment from ANIC but still 18% ownership so could be a huge portfolio boost 1 day

I honestly think the 8p boom and then correction has settled and we have all gone back into hibernation. I am very aware that this is a fantastic opportunity that will realise great gains in the next 6-9months and then continue for the next 5 years BUT the next trigger point will need to be significant as the US is in such turmoil, all the focus is there.

Liberation Labs is a big one and the build is full steam ahead, I was hoping it would be ready before the end of the year but am sceptical now because the CEO said a couple of weeks ago "end of 25, beginning of 26" . I'm sure Jimbo is heavily involved and pushing for this year but building works often get held up.

Lib Labs opening has always been my prediction for NAV parity. 6p feels like the new bottom though and I'll just keep buying monthly.

Thanks for that PK, they are moving at a steady pace which is good.

For anyone that's not looking this was in December valued at 7million (5%) and ANIC own 27,4% of the company. So it is a potentially significant player in the portfolio

This is an impromptu buying opportunity, that I thought had gone. Typically ANIC has been unaffected by the market trends but I'm guessing in a crisis everyone is at getting hit.

I'm with JJ and will look to reduce my average further (6.7 currently). 15p by Christmas.

I would expect smaller traders to now look deeper for value, last 5 years S&P was so solid no one needed to look elsewhere. Now the S&P will be a hot potato for who knows how long