Member Info for StopAnimalAgri

the us market tanking means the money has to go elsewhere, this can will benefit the other markets. magnificent 7 has been so solid that the 20% pa gains have meant fund managers have had an easy time. there is a real chance donald has ****ed this up long term, nothing lasts for ever.

anic has not had a great sell off but is down 2p, i follow daily the trades and nothing has been out of the box. maybe net sells of 2 million. black rock sold 20million in a day and it dropped 2p, makes no sense but i will continue with my monthly buys at the bargain prices. 15p by xmas

Tbf Pommefrite, the portfolio build is potentially looking very impressive. Just a bit slow. Also the 2024 decline was staggering, i will never understand Blackrock coming out like they did. Such a small holding for them, why bother.

On the flip side I bought monthly at some very good prices, as I'm sure you did

Welcome Sheltie. Happens a lot i think!

Hold tight its going to be a magic 2 years

I think that's great news. It is 17doller per kilo so will be premium BUT more importantly it markets the product whilst they scale. The deal takes them to Q2 2028 where I'm sure they will be looking for an increased supply at a seriously discounted price as that will tie in with the expected opening of F02a.

I'm really excited about Solar foods and they could be a 10billion company by 2040, I will stay all in with ANIC now as I think there is steeper short term growth to come, but in in the next 2 years I expect to be moving some of my holding over to Solar foods

As far as I understand JM said they would not do a raise whilst trading at discount

The thing with Solar foods is that their business model is released so the expectations are clear. They expect Factory 2 to be operational in 2028 and that will be the first year of profitability. After that its year on year growth. So maybe a couple of years before we see their SP. Could be a very good buy on its own 26/27, although if it involved a microchip it would already be trading at 10x launch

But there is no profit taking if there are more Buys. Today 3x more buys that sells but the buy price is 7.1. 0.1 lower than this morning.

It seems that the MM react quicker to sells than buys at this moment. Off the top of my head Id say that the past 3 days the buy has dropped 7.5 to 7.2 But 3million buys v 1.2million sells. I have added 500k sells and reduced 500k buys due to some obvious errors on the buy/sell list Tuesday

None of the bans are even worth reporting. When it hits market it wont have a shortage of takers, the market is so huge that there wont be market saturation for 50 years . Also that report highlights the ban and later in the article it says 'oh btw, 2 states didn't ban it' talk about agenda!

What i am confused about though is how the SP dropped in the past 2 days, I have been looking at the Buys/Sells and on Tuesday it reported 2.5million v 500k allowing for some wrong allocation this would still be 2mil v 1mil. Yesterday was more sells but an insignificant amount of trades.

If anything the past 2 days should have held at 7.5 as a minimum. I really don't understand some times how the MMs work

Oops sorry Alex, thanks for the correction. Still quicker than i expected tbh.

I have long believed that there will be 2 waves for this stock. PF being first and maybe getting the SP to around 40p/50p, then second being Meat which I hope to see the SP @100p+.

If Meat is so close though then this could merge. Upscaling and exit strategies will be what controls the ultimate max price

In my opinion the biggest hitter is Liberation Labs, which triggers I believe 2 other portfolio companies. Timeline is operational end of year. Fully operational Q2 next year.

Lib labs, AllG and Onego Bio at last NAV carried a 44million valuation which is 30% of the total NAV. I expect these to have significantly higher valuations as the year goes on.

I'm shocked and excited that Meatable are claiming 2 years to profitability. The meat companies I have kinda accepted they will need a little more time

I think the pull back was imminent. Certainly wont go back to 4p, I'm predicting 5.5p, but know nothing!

As you say there will be another push, probably to 10p. Then by the end of the year a push to 15p.

Traders are gonna trade.

The good thing is that now there is activity in a sleeping stock, traders have it on the radar and should be aware of the portfolio strength and real value. Allowing them to buy back as quick as they sell

@purple. Had to be some pull back, plenty of traders looking to sell for profit.

Good thing is that it's on the radar for the next push.

@nano, surely every company plans to produce in house. Lib Labs is just the scale stepping stone for every successful company

Thank for these numbers Nano.

They will start with contract manufacturing. I'm going out on a limb and and assuming they are going to use Lib Labs due to the timelines mentioned (end of 25), I really hope this is the case.

Market acceptance is never a thing for me as supply will be behind potential demand for at least 30years, plenty of neigh Sayers will die out in that time and be replaced by young environmentally aware people.

This is another potential multi billion company which ANIC has a decent chunk of, not sure exactly how much because in July 24 it was 16% but I saw a presentation 24/11/24 that said 25%!!! I'll assume 16% until the next update.

I've mainly been talking ALL G because they stated Lib Labs but if Onego is also looking at Lib labs then end of this year/early next year will see 3 significant holdings starting to have impact/results that will greatly affect the SP.

Strongest day for sells probably since Blackrock BUT still the buys keep going.

I thought there'd be more resistance @7 than there was. Not surprised to see some resistance now at every landmark number but very solid buying all week.

I'll keep buying every payday, until I have enough to retire

Green too, those 4p trades made a huge difference

Buys are at 6.97. My average is 7p, although green already due to exchange. Its a nice feeling but as I buy monthly not getting the 4p anymore is bitter sweet.

As for future, I 100% agree with BMB5DJO sentiment that its a slow burner waiting to catch up, time will get there and maybe now is that time. I really believe one day this will be over 100p, just needs the industry to get there!.

Edit, whist writing its smashed through 7p. Wahoo. On Carnival day too

I personally will keep buying monthly, at least whilst discount to NAV

I emailed both Lib labs and ANIC and have a reply to my 3 questions. I am very please to hear that the doors are expected to open this year, they are also saying fully operational by mid 2026. Also I believe that the global model will make it a billion dollar company but that seems closer to 2030 in all honesty

Why leave a promotion video on the LL website that says the site will be ready 2024, surely this needs amending asap?

-Liberation Labs has just closed its financing which has take priority over all else. Now that the round is closed, their focus is on site construction, and they do not have a firm date for website update just yet.

When will the doors open for the first upscale project, will it be this year?

- The current plan and expectation is to have the facility operational by the end of this year.

What are the timelines for globalisation?

-Liberation Labs continues to actively do site development in their publicly stated targets of the middle east and Australia but are not ready to publicly announce any specific project just yet.

I'm so torn. On one hand i was happy buying monthly @4p but on the other hand it would feel great to go green (7p).

I had plans to sell my house (not for ANIC) and putting 1000k in at 4p. Then sell 100k shares at various trigger points, that's gone now

Assuming that's 1 person. 2.4 million the largest move for a long time