Agronomics Share Discussion Threads

[netcurtains] 31/8/2024 12:20

apologies I was talking about shares....

Normally I do most of my talking on advfn in the first 2 or 3 weeks...

If I like the company I will buy more otherwise I tend
to cut my losses... But sometimes give the company a few
months...

I have to like the product a lot to give them a year.

With the company I like the idea within some of their investments
but I dont like being one step removed from the investments...
But I do like how that cuts some of the risk...

I have very conflicting feelings about this stock...
I just dont understand the constant selling...

When I bought I assumed it was sort of at the bottom
but alas the selling pressure still exists...

I'm conflicted - this sums up my view.

[mjneish] 31/8/2024 09:02

Fine but that has nothing to do with buying shares.

Presumably you have some measure of control over your own business and can make decisions that affect it.

When you buy a share, you are depending on decisions made by others beyond your control.

[netcurtains] 31/8/2024 08:46

mjneish: I've been in business all my life - one thing I have learnt is if things dont work out quickly you nearly always have made a mistake...

But what is quick?

For me there are THREE quicks:

1. First week or so.... This is the quick buck.... Its ideal, but not always critical. Its the get out quick escape route if needed.
2. First 6 months. If you have made no money in that time AND are not in love with the product SELL..
3. First year. If you have made no money, even if in love with the product sell.

[mjneish] 31/8/2024 08:19

NC, you invested one week ago and already seem to be losing your patience because the stock market hasn't yet rewarded you.

This company is a long-term buy and hold. The real profits are still quite far away, and so at the moment the share price is sentiment driven. Even though the companies in the portfolio have been hitting milestones over time, this hasn't been enough to lift the price.

No one has any idea how long we will continue like this. There could be a jump on Monday, or next month, or we may have to wait quite a bit longer. Or this may continue to slide for the foreseeable futures. Trying to time it is a mug's game. You may be lucky and have got in just before a big rise, or you may be sitting waiting for goodness knows how long. Welcome to Agronomics.

And don't forget that there's no guarantee that any of the companies in Agronomics' portfolio will succeed. So there’s a chance that we will all be bitterly disappointed in the end.

A wave of negative sentiment has spread over the industry, maybe because of the realisation that it will take rather longer than expected for it to take off. This has also resulted in funding (apparently) drying up. Of course bad macroeconomic conditions may have made VCs more reluctant to part with their cash as well.

I'm sure that the more knowledgeable posters here could add to this or else correct me if I am wrong.

If I may say so, micro-obsessing over who is buying and selling, trading whatnots, and how the price is moving on minute-by-minute basis is a complete waste of time. Your inability to fathom the price movement has caused you to invent some “bad news” on the way which “may be NAV related”. After a bit more churning, the belief that “bad news” is on the way has then become fact, and then you've embarked on a mission to find this "bad news" somewhere. Finally, it’s almost funny that you think that this “seller” should come to this thread and explain to us all why he’s selling.

All this is the result of you simply feeding off yourself. Fluff built upon fluff built upon fluff. A lesson in folly.

I recommend that you spend less time posting and more time reading. Taking your eye off the share price and digging in for the long term wouldn’t hurt either.

[netcurtains] 31/8/2024 07:40

someone on Reddit mentioned its DOWN because USA bans artificial meat.
I dont think that is relevant. Someone has to make it first in quantity for regulators
to realistically look at it.... Probably for pets first... You cant expect new foods to
win regulatory acceptance before they really exist in quantity. It would be like a
new drug being accepted without a large scale drug trial.

[netcurtains] 30/8/2024 16:49

An interesting thread with some interesting negative comments:

www.reddit.com/r/Agronomics_Investors/comments/1dh65es/considerations_on_why_the_valuation_is_low/?rdt=56535

There is also this older thread:

www.reddit.com/r/Agronomics_Investors/comments/1azuggx/what_will_make_agronomics_fail/?share_id=lCtWhLlgHlVe20xflanf_&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1

[netcurtains] 30/8/2024 16:25

Is the "bad news" behind the constant sells something to do with the NAV?

Does the 16p NAV depend on at least one of ANICs investments doing well enough to make a REAL profit without the need for more cash?

Perhaps none of ANICs investments can work without massively diluting ANICs investment in them thus reducing the NAV to something more like 1p (plucking a figure out of the air) ?

So my question is how reliable is the 16p NAV?

The sellers are more knowledgeable than me as SELF EVIDENTLY they must have held the shares for a longer period of time than me... So they almost certainly will know the industry far better than me....

Its disconcerting and also slightly annoying that a seller is not writing on this message board explaining why they are selling.... But of course its a free country....

I wish I knew the hidden bits of information that they think they know......

Anyone here wish to make a stab at what they PESSIMISTICALLY think the NAV REALLY is?

Thanks?

[netcurtains] 30/8/2024 14:28

I have to admit, the price and the trade direction doesn't make much sense to me. I probably need to understand a bit more about this.....

Constant selling normally means people know some bad news that I dont know about.....
What am I missing?
Something important I'm sure...

Any one who has been selling on this board care to enlighten me and others why its time to sell up?

Thnaks

[netcurtains] 30/8/2024 06:58

Its all kicking off in Finland



From article:

Solar Foods Oyj ("Solar Foods") has announced that it is planning a listing and application for admission of its shares to trading on the Nasdaq First North Growth Market Finland. The planned listing will be carried out in September 2024. No share issue or sale will be arranged in connection with the listing. Solar Foods represents 6.7% of Agronomic's last stated Net Asset Value (30/06/2024).

[netcurtains] 29/8/2024 09:15

Hi Peter: I was just giving people the URL for the JAPANESE company. And knowing people like you might say "Why are you giving us the URL to a random japanese company" - I thought ahead and linked it to the old RNS.... But alas I did not think of your follow up question of why post an old RNS.... Its a bit of a nightmare with your random questions - I have to be on my toes to think of all the possible objections .... 😀😀😀

[peterrr3] 29/8/2024 08:42

Net given the limited audience here you probably don't need to post something that was posted 20 days ago and then covered in an RNS.

[netcurtains] 29/8/2024 06:59

The Japanese partner for one of our investments:



(the above is a follow up to this news:

[netcurtains] 28/8/2024 20:40

True. But point is money in protein

[peterrr3] 28/8/2024 17:36

Net I don't get your point. Only the creatine would be synthetic, they have a tiny vegan selection and all of the rest of their protein product line is animal sourced.

[netcurtains] 28/8/2024 16:54

Applied nutrition £500 million float - protein shake

[mjneish] 28/8/2024 13:21

Indeed, and I can also read them and comment on the uselessness of the information contained therein.

The only facts are that there was a volume of about 10 million on the 12th and around 8 million on the 14th.

The rest is speculative fluff that falls far short of a "theory".

[netcurtains] 28/8/2024 12:30

If you don’t like trade facts and theories you can ignore them .

[mjneish] 28/8/2024 12:25

Perhaps. Perhaps not. Perhaps there's more selling still to come. Perhaps not. Perhaps there's some big buying on the way. Perhaps not.

Better if we just stick to the known facts. It's already complicated enough without adding yet more uncertainty to the picture.

[netcurtains] 28/8/2024 07:39

When this stock hit bottom the volume was 10m - that was higher than its been for a heck of a long time.
Since that date it has been slowly rising. So perhaps the volume was a big seller who has now left the building...

[peterrr3] 28/8/2024 07:38

Net I think you are getting ahead of yourself. Agronomics is not going to power the country with fermentation and cellular cultures.

[netcurtains] 28/8/2024 06:47

The agronomics solution would mean rural land would not need to be covered with solar farms or agricultural farms but left to nature:

[netcurtains] 27/8/2024 15:43

Interesting quite a lot of demand for the stock and of course some short term profit takers.....

More trades than I originally thought. People clearly like the idea and see the value.

[netcurtains] 27/8/2024 06:55

2030 UK Natural World Targets



Key bit "Food production" and "summer 2024"

We will work with these partners to finalise our 30by30 criteria and develop more detailed guidance by summer 2024 including on the pledging and assessment processes. This will include information around how more areas can contribute towards the target while also contributing to wider environmental objectives and other priorities including food production

[peterrr3] 26/8/2024 20:46

Hydgene renewables updateGrants from the UK and Aus governments to construct a pilot plant with UKs green ammonia Cambridge incubator startup Nium at a large agricultural business to convert waste biomass to hydrogen using Hydgene tech and then to ammonia with Nium's nanotechnology and back into the farm as fertiliser.https://wearenium.com/news/entry/project-koala-from-little-things-big-things-grow

[mjneish] 26/8/2024 09:47

Thanks. You're obviously way ahead of me.