Agronomics Stock Price, News & Analysis

Agronomics (OTC:AGNMF) will invest AU$3.0m in All G via a Note Purchase Agreement as part of a minimum AU$10m funding round. Notes carry a 6% coupon, 24‑month maturity and convert to All G shares with a 20% discount if conversion occurs within 18 months or 30% after 18 months. Agronomics will satisfy the consideration by issuing 10,026,375 new ordinary shares at 14.65p per share. Post-transaction Agronomics' All G exposure will be ~£8.9m, ~4.99% of reported NAV (£147.8m). New shares expected admitted on 21 January 2026.

Agronomics (OTC:AGNMF) has subscribed for US$600,000 of Convertible Promissory Notes and purchased 1,012,229 Preferred Shares in BlueNalu for approximately US$6,000,000, satisfied by issuing 30,643,003 Agronomics ordinary shares at 14.65p each.

After the transactions and completion of BlueNalu's CPN round, Agronomics' stake in BlueNalu is expected to be 12.96% fully diluted; Agronomics will hold 2,519,609 Preferred Shares with a book value of ~US$15,540,000. CPNs convert on a qualifying financing (≥US$10m) with a 20% discount or valuation cap. Admission of the new Agronomics shares to AIM is expected on or around 7 January 2026.

Agronomics (OTC:AGNMF) announced on 19 December 2025 that its portfolio company Meatable will be dissolved and all operating activities terminated following a board and shareholder resolution.

The company cited funding shortfalls and other risks during 2025 that prevented continued operations. Agronomics has invested £7.9m in Meatable, previously carried at £11.9m, and will write that investment down to zero. The write-off represented approximately 8.10% of Agronomics' NAV as at 30 September 2025. The wind-down will follow statutory liquidation procedures.

Agronomics (OTC:AGNMF) announced that portfolio company Liberation Bioindustries closed the first tranche of its Series A1 equity round on 19 December 2025.

Liberation is constructing a 600,000‑liter commercial precision‑fermentation facility to produce protein and bio‑based ingredients. Agronomics converted its convertible loan notes into Series A1 shares, increasing its A1 shareholding from 6,834,147 to 16,538,437. Agronomics has invested US$27.0m to date; the investment is now carried at US$46.8m (c. £35m), a recorded uplift of US$2.5m. The position represents approximately 23% of Agronomics' net asset value as of 30 Sep 2025. New Agrarian Company will invest US$2.5m in the round.

Agronomics (AGNMF) reports that portfolio company Geltor received a US FDA "No Questions" letter confirming GRAS status for PrimaColl®, the first biodesigned vegan collagen polypeptide cleared for food use.

PrimaColl® is commercially scaled, designed to mimic avian Type 21 collagen, and positioned for both ingestible and topical markets; topical availability is global. Agronomics has invested £7.2 million in Geltor to date, with the holding currently carried at approximately £237,617 (~0.16% of Agronomics NAV of £145.3m as of 30 June 2025).

Agronomics (LSE:ANIC) announced that its portfolio company, Clean Food Group (CFG), has acquired the assets of Algal Omega 3 Ltd, gaining access to 1 million liters of fermentation capacity in Liverpool. The acquisition positions CFG as one of the world's largest manufacturers of yeast fermentation-derived sustainable oils and fats.

The 12-acre Liverpool facility includes R&D capabilities and has already demonstrated successful commercial-scale production with 2 tons of oil in a recent fermentation run. CFG recently received regulatory approval for its CLEAN Oil™ 25 product for cosmetic use in the UK, Europe, and US. The company aims to address a $20 billion market opportunity and plans a Series A funding round in H1 2026.

Agronomics' investment of £1.6 million in CFG is currently valued at £6.9 million, representing approximately 4.8% of Agronomics' last stated Net Asset Value as of June 30, 2025.

Onego Bio, a portfolio company of Agronomics (AGNMF), has achieved a significant regulatory milestone as the FDA issued a "no questions" letter regarding the GRAS status of its Bioalbumen® product. This egg protein alternative, produced through precision fermentation, can now be used as a dietary protein source and functional ingredient in various food applications.

The company plans to construct its flagship production facility in Jefferson County, Wisconsin, to scale manufacturing. Agronomics has invested £7.1 million in Onego Bio, with the position currently valued at £11.2 million, representing approximately 7.5% of Agronomics' Net Asset Value as of June 30, 2025.

Clean Food Group (CFG), a portfolio company of Agronomics (AGNMF), has achieved a significant milestone by receiving regulatory approval for its CLEAN Oil™ 25 product as a cosmetic ingredient in the UK, Europe, and United States. The precision-fermented oil offers a sustainable alternative to palm oil, which is currently used in 70% of cosmetic products.

Developed in collaboration with THG LABS and Croda International plc, this breakthrough targets the global personal care and cosmetics sector, projected to reach $776.35 billion by 2030. Agronomics' investment of £1.6 million in CFG is currently valued at £6.9 million, representing approximately 4.8% of Agronomics' last stated Net Asset Value as of June 2025.

Agronomics Limited (AGNMF) reported its unaudited Net Asset Value (NAV) as of June 30, 2025, at 14.40 pence per share, representing a 2.8% decrease from March 2025. The company's total Net Assets stood at £145.3 million, including £141.8 million in investments and £3.6 million in cash.

The quarter saw a £4.1 million decline in NAV, primarily due to unrealized FX losses of £4.2 million from currency fluctuations. Despite this, portfolio companies achieved significant milestones, including BlueNalu's expanded partnership with Nomad Foods, Liberation Bioindustries's strategic partnership with NEOM, and Meatable's collaboration with TruMeat for cultivated meat commercialization.