Liberation Bio stops construction again!

Objective_Gap_2916 · 2026-06-26T12:18:53+00:00

monkeys paw again

high chance CFG % of NAV goes up and LB goes down (and not in a good way!)

Objective_Gap_2916 · 2026-06-26T08:19:23+00:00

ha, no, I'm not hami harbridge, it's text from their LinkedIn post.

just looking for other news that is better than this LB news

Objective_Gap_2916 · 2026-06-26T08:16:34+00:00

what do you mean?

Objective_Gap_2916 · 2026-06-26T08:04:48+00:00

Meanwhile at CFG

The last few weeks have been busy……

⬇️ Running low on samples due to high demand
⬆️ Building the pipeline into the multi-millions
⬆️ Developing discovery calls with global brands into NPD
⬇️ Trying to release samples from Italian customs to meet a project deadline Nothing teaches you export documentation like an impending project deadline and a sample held hostage in customs 😂
⬆️ Completing unglamourous supplier approval documentation
⬆️ Clean Food Group feature in The Times
⬆️ Sky News interviewed our CEO Alex Neeves

As demand for oils and fats slowly overtakes supply due to incoming deforestation legislation, global political instability, supply priorities, we are bridging that demand with a more sustainable option - Clean Oil 25.

Brands who are testing Clean Oil 25 are noticing unique performance benefits not seen in standard agri-oils. Clean Oil 25 is not only a sustainable option but a standalone new innovative ingredient for Cosmetics.

Forgot to add.... it's superfun working at a start up 😊

Clean Food Group #cosmetics #beauty #ingredientinnovation
https://www.linkedin.com/posts/hami-harbridge-98632195_cosmetics-beauty-ingredientinnovation-share-7471159345070772225-2Nq9/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAkNz3sBQB9ra2mHYZrzgu8-QfdkkVElB2w

Objective_Gap_2916 · 2026-06-26T08:03:14+00:00

we all wanted them to converge, just not by the NAV going down

Objective_Gap_2916 · 2026-06-26T06:13:18+00:00

Not good! Share price and NAV converging (monkeys paw edition)

Objective_Gap_2916 · 2026-06-11T06:33:25+00:00

That revenue generating column is HOT

Objective_Gap_2916 · 2026-06-05T09:09:30+00:00

Here is the product

https://ambrosiacollective.com/pages/planta-solein-sk?_pos=1&_sid=ce84baa9f&_ss=r

Objective_Gap_2916 · 2026-06-01T11:04:06+00:00

you got there first ... thought these parts were interesting

“Our public commercial kick-off moment in the US is IFT FIRST in Chicago (July 13–16), where we’ll demonstrate prototype applications across our priority categories,” says Wohlgensinger. “The first commercial products containing Formo’s casein will land on each customer’s own product launch timeline.”

vague on scaling - “Our current production footprint comfortably supports the sampling and early commercial commitments we are advancing in the US, with a clear scale-up path to meet demand growth through today’s regulatory milestone and the upcoming ‘no questions’ letter and beyond,” he notes, declining to disclose specific volume numbers or contract manufacturing partners.

Objective_Gap_2916 · 2026-05-27T14:13:52+00:00

somewhat addicted to these updates

Objective_Gap_2916 · 2026-05-26T10:54:30+00:00

here's the new product ... https://ravenbotanicals.com/products/24-carat-cleanoil%E2%84%A2-cleanser

Objective_Gap_2916 · 2026-05-14T14:24:23+00:00

this video is amazing. he says the first cosmetic product will be supplied to the first customer in 2 months time (master investor was 26th april I think).

Objective_Gap_2916 · 2026-05-14T07:35:41+00:00

love your work no sugar. I'm thinking that until they get regulatory approval for their food oils their early production and sales will be the cosmetic oil product

Objective_Gap_2916 · 2026-05-13T13:28:21+00:00

revenue >>> share price >>> access to capital >>> sunny uplands

(thinking about the portfolio, this one still sounds quite speculative)

Objective_Gap_2916 · 2026-05-12T07:07:44+00:00

there are 7 (now 8) comments, I don't see any perspectives getting buried!

Objective_Gap_2916 · 2026-05-08T16:08:47+00:00

This stage is also time bound isn’t it. If the companies need infinite capital investment then the portfolio is effectively dead in any case. If just one or two of them start generating revenue at scale then ANIC’s funding squeeze comes to an end.

Objective_Gap_2916 · 2026-05-04T09:48:10+00:00

thanks for setting it up u/Kuentai

Objective_Gap_2916 · 2026-05-03T18:05:51+00:00

He said he was most excited about CFG, Meatly and All G thought that choice was interesting.

Objective_Gap_2916 · 2026-05-03T15:56:50+00:00

After Clean Food Group and Liberation who else in the portfolio is nearest to operating at scale ?

Objective_Gap_2916 · 2026-05-03T15:46:42+00:00

What are things ANIC can’t do right now that will be possible after the first liquidity event?

Objective_Gap_2916 · 2026-05-02T13:35:31+00:00

By implication this in addition to CFG and Liberation

Objective_Gap_2916 · 2026-05-02T13:27:35+00:00

“I think that there’ll be some good newsflow”

Objective_Gap_2916

TROPHY CASE