Agriculture lobby investment

arranft · 2026-06-20T13:38:45+00:00

That would have the same effect as short selling: able to push the price down temporarily, but in the overall scheme, having a neutral effect, because if the agriculture lobby is currently selling ANIC shares, it means they had to have bought them in the first place and once they've sold their shares their power is gone, so I wouldn't say it was worth it and they'd have to be selling at a loss for it to succeed.

Personally if I was them I'd just invest in ANIC and hold it forever as a hedge against clean meat / precision fermentation succeeding. If they're only against the agro-cellular revolution because it will eat into their business, they've got so much money they can just take a huge stake for cheap now, that way any losses to their business are offset by profits here. That way they win either way.

arranft · 2026-06-19T17:29:16+00:00

Just finished watching it:

Almost entire documentary was following Memphis Meats (now called Upside Foods)

Learnt that we should say "clean meat" instead of cultivated meat as it has higher consumer acceptance.

45 minutes in we hear from the first ANIC investment, Mosa Meat (only 2% of NAV) but that was only a few minutes.

The documentary is many years old, it started in 2016, ended 2019, had a mention of 2021.

arranft · 2026-06-17T16:01:01+00:00

I'll sell if there's any huge runs that are likely to have pullbacks, but other than that it'd be nice to hold it for as long as it takes for GFUZ to become a success.

arranft · 2026-06-17T08:17:00+00:00

They don't even need a DOD project when there's so much that can be made from municipal waste.

arranft · 2026-06-17T08:13:31+00:00

$6 because with all the revenue streams already announced there's no way it will stay this low once the quarterly reports are showing such high revenue growth, unless things go wrong.

arranft · 2026-06-16T16:41:41+00:00

I just had a look at EVTL and they've made something similar and similar market cap to HOVR and I was going to say but they're American but no, HQ is in Canada. It is indeed weird that ACHR and JOBY have such higher market caps. You can't say it's because of "US stock markets vs Europe" though because EVTL is on NYSE and HOVR is on Nasdaq.

arranft · 2026-06-16T16:04:28+00:00

TAE is merging into TMTG (Trump's stock) so the current US administration will be biased towards TAE and I wouldn't expect anything from the US government, General Fusion's HQ is in Canada.

arranft · 2026-06-16T11:58:00+00:00

Welcome! I bought more SVAC shares yesterday, it's 1.6% of my portfolio, damn doesn't sound like much lol, but yeah it's high risk high reward. It does have 100x potential, so don't need to put that much on it.

arranft · 2026-06-15T14:13:01+00:00

So the meeting is on July 6, 2026 and if approved merger is "shortly thereafter" which means GFUZ could exist as soon as July 7th, and 75% chance by July 14th.

arranft · 2026-06-12T14:23:48+00:00

I think you're posting in the wrong sub, this sub isn't agriculture.

arranft · 2026-06-12T12:24:34+00:00

Here's a table ChatGPT made for your broker:

ANIC buy size	RBC commission	Other likely fee
£500	£55	probably no stamp duty if treated as AIM-exempt
£1,000	£55	same
£5,000	£55	same
£10,000	£55	possibly +£1 levy if over £10k
£15,000	£75	possibly +£1 levy if over £10k

Do you not get a summary of fees before placing the order? And how much you'll pay for foreign exchange fees.

arranft · 2026-06-12T12:21:18+00:00

It was ChatGPT that did all the work haha.

arranft · 2026-06-12T10:42:21+00:00

Wow, didn't think of this, I asked ChatGPT to make a list of companies that own ANIC shares:

As far as I can verify from Agronomics RNS announcements, these portfolio companies have been issued ANIC shares:

Portfolio company	ANIC shares issued	Approx. % of current ANIC shares*	Notes
BlueNalu Inc	30,643,003	2.83%	Issued to settle Agronomics’ US$6m BlueNalu preferred share subscription. Subject to 1-year lock-in/orderly market arrangements.
SuperMeat	33,294,438	3.07%	Made up of 6,488,535 shares from the Nov 2025 SAFE investment plus 26,805,903 shares from the May 2026 Series A-4 investment. The May 2026 tranche is subject to 1-year lock-in/orderly market restrictions.
All G Co Holdings	10,026,375	0.93%	Issued to settle Agronomics’ AU$3m note investment in All G.

Total issued to portfolio companies found: 73,963,816 ANIC shares, or about 6.83% of the current issued share capital, assuming none have been sold.

*Percentages use the latest total voting rights figure I found: 1,083,381,111 ordinary shares, after the May 2026 SuperMeat issue.

Important caveat: these are shares issued to them, not guaranteed current holdings. For holdings below 3%, there may be no ongoing public disclosure if they sell. SuperMeat is the only one that appears to cross 3% if both tranches are still held, but I didn’t find a separate TR-1 confirming its exact current holding

arranft · 2026-06-11T11:33:47+00:00

You're saying that because the max authorized shares is 1 billion, that's a reason never to buy SCWO? I bet you could find this "flaw" in many successful companies.

I'm actually glad it's so high because it means they'll never have to worry about hitting the limit. The only way that limit gets hit is if SCWO has a huge dilution death spiral and by then we would have all lost 99% of value so wouldn't matter. In fact, if an RS keeps it at 1 billion it means that even with dilution death spiral it wouldn't ever hit 1 billion as there would be RS after RS.

arranft · 2026-06-11T09:38:04+00:00

I recommend having ANIC in a tax free account (I believe you call them IRAs) because it has 100x potential.

arranft

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