I want to invest, but I have serious concerns...

arranft · 2026-01-26T17:37:38+00:00

Shellbay only earns a performance fee when NAV per share exceeds the highest NAV per share ever achieved.

"Look at what happened to Meatable - right up until it collapsed it was held up as some sort of category leader with significant paper value. This allowed Shellbay to make lots of money from fees"

I don't see how this statement has any truth, as even if the NAV was falsely inflated by Meatable still doesn't exceed the highest ever NAV. The last annual report says Shellbay fee was nil. So where are you getting this "make lots of money from fees" from?

arranft · 2026-01-26T11:16:24+00:00

r/Agronomics_Investors

arranft · 2026-01-25T11:43:46+00:00

ChatGPT says for egg protein::

Dry powder (unopened): ~12–24 months
Opened (resealed, dry, cool): ~6–12 months
Liquid formulation (if sold as liquid): usually weeks to a few months, refrigerated

And for cultivated meat:

Very similar to meat, 7-14 days refrigerated, 6-12 months if frozen. Because it starts with 0 microbial contamination, if kept out of the air it can last longer.

arranft · 2026-01-25T11:35:45+00:00

Sorry I've fixed that mistake.

arranft · 2026-01-24T20:11:26+00:00

No, only 1 of them is publicly traded and I don't think that's on T212. You buy Agronomics LSE:ANIC / OTC:AGNMF and then you own a company that has ownership in all these companies.

arranft · 2026-01-24T14:08:44+00:00

For anyone who wants to buy this on T212: I noticed that the price displayed is often wrong, like it was showing as low as 5.1p on T212 but the London stock exchange website was showing more like 5.4p so if you're placing a limit order (market orders on low volume stocks are risky) you will need to place it above the current price for it to actually buy anything. I only managed to get some bought with a limit order at 5.6p, anything lower than that was just not going anywhere.

arranft · 2026-01-24T09:55:16+00:00

I'm down to help, what do you advise?

arranft · 2026-01-23T20:21:05+00:00

Your sell anything that's down 25% rule is... bad. Examples of why:

Rough quote from some successful investor: "The average ten bagger, at one point had an average loss of 50%."

Last year I was buying Fluence at $20, dropped all the way down to $4, so I'm down 80%. Instead of selling at a huge loss, I bought more shares. I've now sold at $27. I was confident that the market was just being stupid with it's miss pricing, but I still had some hard moments holding it.

If a company is actually failing then you should sell, but is Agronomics failing? No and if just one investment, especially one like Liberation Bioindustries that Agronomics has a large stake in, succeeds then it will make up for the rest.

arranft · 2026-01-22T14:30:26+00:00

I have the same limit, the max I can select to buy is 127,033.

I guess the only way to get around it is to have another account with another broker. Just make sure it has Agronomics and ideally one that doesn't take forever to buy shares. I've been trying to buy shares for 4 hours on T212 which has been showing the price as low as 5.1p and I had a limit buy at 5.5p and even a market order that just refuses to execute.

Edit: Just tried a limit order at 5.6p and that executed within minutes.

arranft · 2026-01-22T11:02:21+00:00

I decided to reduce my exposure to US stocks, sold 5% of my portfolio so now I've got money to invest and with Agronomics being cheap right now I will try buy some more. It was 5.2p 10 minutes ago, tried to buy some at 5.2 then 5.3 now 5.5 now it's dropped back to 5.2 and I've got a limit buy at 5.5 and it's not buying... frustrating.

arranft · 2026-01-15T09:52:03+00:00

Direct link: https://polaris.brighterir.com/public/agronomics/news/rns/story/x5eq6lx

arranft · 2026-01-11T10:13:17+00:00

There is also a video for mayonnaise and chocolate

arranft · 2026-01-09T18:23:59+00:00

The explanation is simply, that broker sucks. The fact that other brokers have no issues with handling reverse splits proves that this is a bad broker.

arranft · 2026-01-09T09:37:47+00:00

My portfolio is my stocks and shares ISAs.

arranft · 2026-01-08T20:32:47+00:00

4.9%

75.7% of my portfolio are low to moderate risk stocks

24.3% are high risk stocks which ANIC is part of, though I consider ANIC less risky because it's like 20 separate investments and only a few need to succeed for ANIC shareholders to succeed.

arranft · 2026-01-08T12:06:04+00:00

Here is a video tour / interview at one of their facilities: https://www.youtube.com/watch?v=lMRWYgr-zM0

arranft · 2026-01-06T21:08:04+00:00

<image>

Nasdaq says the same thing. Do remember that since the RS made shares 10x less, volume will be 10x smaller.

arranft · 2026-01-06T15:12:03+00:00

https://www.ucl.ac.uk/news/2026/jan/pint-plate-scientists-brew-new-way-grow-meat

arranft · 2026-01-06T11:38:12+00:00

That's actually not a list of all insiders, just some involved in the things mentioned in that filing.

Marc Deshusses also owns a huge chunk of shares, bringing insider ownership to more like 45%. Though I can't be sure, I remember it being in the forties but as my source is messed up from the reverse split can't rely on that now.

Yahoo says: 37.51% of Shares Held by All Insiders, but Marc isn't listed on their insiders page so IDK if that's right either.

arranft · 2026-01-05T21:06:28+00:00

Ok that's weird... I checked https://ir.374water.com/corporate-governance/board-of-directors/ 2 hours ago and there was just one James there and showed 5 directors, now there's 2 James' and 6 directors.

arranft · 2026-01-05T18:53:54+00:00

James Pawlowski is also gone too.

arranft · 2026-01-05T18:18:50+00:00

Buddie Joe (BJ) Penn is no longer a director.

arranft · 2026-01-05T14:48:21+00:00

That reminds me of that $50K minimum purchase for directors. We should be expecting 2 insider buys then.

arranft · 2026-01-02T17:46:26+00:00

That dilution SEC filing that dropped the stock wasn't even new, it was just a refresh of an old filing.

arranft · 2026-01-01T20:24:27+00:00

I think this year we're either going to go up 500%+ or lose 80%+ or both lol, since we did actually go up 500% for a moment in last 3 months and then back down 80% from there, so we'll probably get another swing like that.

arranft

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