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Re. mockery of eating insects, it looks like it forms part of the diet of about 2 billion people (according to the UN in 2013):
http://www.fao.org/3/i3253e/i3253e.pdf
Turns out it's not that weird after all. I'm not saying this will become mainstream in the ever so squeamish and sensitive west, but if you can process some peas to death and add some fake blood and hey presto, this becomes a burger, it would be foolish to rule out a similar possibility for mealworm etc. (acknowledging that I have no idea if that's an insect).
my 200,000 at 23.59 were buy's and not sell's
Desmond I hope you are correct. Iv'e been out for a while as cashed in when we up 300%, but just bought 200,000 CFD's on IG. Actual price was 0.53 below the quote and they don't appear to have laid the bet off, at least yet, as nothing has appeared on the transaction list.
Maybe later.
HectorB - I did take note of the presentation of the projected market share by 2040. Then I laughed, comfortable in the knowledge that this was a made up number and you could equally have picked 1% or 99%. No matter who the expert(s) was who arrived at this number, given this is a prediction of market share 20 years in the future for a novel technology whose market share is currently more or less zero, you can safely assume it's just a speculative guess. No actual math was used to arrive at that number.
Comparing BluNalu market valuation to Oatly is not credible as I have previously highlighted. Oatly are a 25 year old company who sell products in 20 countries from 90000 outlets. BluNalu currently sell nothing in no countries, from no outlets. That's actual numbers, using actual math. Now I am not saying BluNalu couldn't get to that point. They could, but incredibly unlikely in the time frame you clearly have in mind.
What's this, someone proposing using actual numbers, prediction and math, outrageous Hector! Meanwhile we have someone shilling insects and fungus, whose own articles state both 'mycoprotein production process stands no greater chance of feeding humanity than cultured meat' and that clean meat 'depends on the availability of decarbonized energy generation.' I.e. it is a massive improvement as long as it uses renewable energy, no **** sherlock, that's the plan!
The vast majority of people want meat, not insects, not fungus substitutes, they want meat, they want it cheap and they don't care where it comes from. That is the research and the state of the world and that is the problem we are solving here.
Looks like the bottom is in. Away we go!
Frankenstein Food?? Dont let the mask slip RWT2 its not a good look for you.
Condemnation without investigation is the height of ignorance.
The other company in the portfolio that I am very bullish about is Solar Foods, which has nothing to do with cultured meats. What they are doing is very impressive.
The company is already valued at 193m Euros. ANIC invested 3m Euros last year for a 5.35% stake, which is now valued at over 10m Euros. If I had to guess Solar Foods will also become a multi billion dollar company.
It's worth checking out this TED talk by a US competitor, called Air Protein, just to see how wide a range of products - not just foods but industrial and consumer products - this type of technology might be able to replace ... https://www.youtube.com/watch?v=c8WMM_PUOj0
Also people here are always expressing their opinion on the share price without ever backing it up with any numbers.
BlueNalu is currently valued at $278m. ANIC's seed investment in the company has 10xed, its Series A investment has 3xed. If BlueNalu were to IPO, which by the way I doubt will happen for a few years, its market cap will almost certainly be in the billions. One estimate I saw was $12b, which given that Beyond's market cap currently is $9b and Oatly's is $16.5b doesn't seem entirely implausible. So, lets just say BlueNalu will be worth $12b at some point in the future, then ANIC's share will be worth $702m.
ANIC's market cap currently is around £188m. Do you really think the share price doesn't have much room to grow over the next few years?
RWT2, if you believe in the investment case for cultured meat you aren't predicting that cultured meat is going to take over the entire meat market. In the corporate presentation on anic's website, for example, they site a study that predicts that in 2040 cultured meat will be 35% of the market, plant based meat 25% and animal meat 40%. And, yeah, maybe some people will also eat insect proteins.
It's not about one thing (cultured meat) succeeding at the cost of everything else. Instead I think people will eat a variety of meat products. Personally, I can see myself eating both cultured and plant based meat products in the future.
Blind faith that Blue Nalu’s tuna is not going to be more acceptable than insect protein…Hee hee pull the other one.
And environmental factors are not, to me at least, the main driver here. I reckon it’s very clear that there is multiple benefits to CellAg over traditional methods. Lower greenhouse gas emissions is just one of a very long list. It’s also not just about meat…there is multiple advantages in growing leather for example compared to traditional production.
Even that article you quote seems to accept that lab meat will have a place despite its main thrust suggesting that it will be limited due to the obvious solution being everyone goes veggie instead or poor countries will still need a cow to pull their ploughs!
We also have a big investment in Solar which is producing protein from CO2. So again many strings to the ANIC bow.
I’ve seen the counter arguments but I’ve also seen these types of arguments before. The naysayers that laughed at the thought of everyone needing a mobile phone, the people that laughed at the thought of EV’s ever becoming a serious contender to the ICE or those that thought the car would never supplant the horse…they were all wrong and I’m firmly of the belief they are wrong about CellAg as well. The tidal wave of investment and the breakneck speed of the R&D tells me this is already an unstoppable development, hence why I have been here from the start and intend to be here all the way through to the many more riches that lie ahead ;-)
Well we shall seeing thing for sure it’s goi g to be fun finding out!!
But I think you are being overly pessimistic in the value that these companies will add in terms of their growth and the IP they will create along the way.
I actually doubt Blue Nalu will IPO so quickly but I also doubt that their expected IPO valuation is fully priced into ANIC SP currently.
ANIC also has any number of plays here so even if you think Blue Nalu is somehow solely responsible for the premium then you are stating that every other holding is only being valued at cost…that in itself would suggest to me that there is therefore plenty of upside in the near and medium term!
In other words I seriously doubt anyone will need to wait another 10 years to see a serous return here (assuming they are buying today and have missed the hundred of percent return that has already been accrued!)
....and another thing! It's absolutely not guaranteed that CellAg will go mainstream. There were posts last week which flagged up that one of the central claims that CellAg will reduce greenhouse gas emissions is up for debate. No matter the other advantages of CellAg, climate change is the single biggest reason people are talking about this. Take that away and your coat is on a very shoogily peg as we say in this neck of the woods. So what about the argument that CellAg can feed the growing population? See article below (this may have been posted previously). There are loads of other competing products or solutions, any one of which may usurp CellAg (but I hope not!!!):
http://fafdl.org/blog/2019/08/01/why-cultured-meat-will-not-feed-the-world-but-mycoprotein-just-might/
Something else that no-one mentions much is the possibility of insect based protein. It's cheap and plentiful and I don't think many tears would be shed by the culling of insects. Why would insect protein be more objectionable than "frankenstein food"? You can't argue that "it just will". That's blind faith. Given the timescales we are talking about for this to come good, there can be absolutely no certainties.
I've gone into this with my eyes open. It's speculative and absolutely not guaranteed to succeed. It's not just about stock selection. The whole concept may fall flat on its face.
RyeSloan - now having us agree about something is just not cricket! So here's a couple of observations. I don't think BluNalu will add much value in the timescale you think. There is wide speculation that they will IPO n the next 12 months or so, and it is readily available information that ANIC have about a 5% holding in BluNalu, so on the basis that ANIC would be the easiest way of gaining pre-IPO exposure to BluNalu, I think the approximate BluNalu IPO valuation must already be accounted for in the ANIC share price and one would assume that BluNalu will be priced on the basis of speculative future profits. So all in, that makes me think that what you currently see in the ANIC price is all there is for the next few years until we establish if there is indeed any proof in the pudding.
It’s worth remembering that this share has gone from 5p to 23p already so not everyone has had to wait 10 years for meaningful returns!
I’m also firmly believing that BlueNalu will not be a ‘failed startup’ and could add significant value here alone in the next 1-3 years not a decade.
Quite what the value of the company will be in 10 years? Well on that we can agree…there is a small chance it will be somewhere in the stratosphere as we rode a massive globally disrupting tech all the way up. But there is a also a chance it won’t quite be as lucrative as hoped…that however will be down to the stock picking rather than the concept. CellAg will go mainstream, of that I have zero doubt.
You lot are worrying me....
well i have shares in genus a cattle and pig breeding company big in the usa and china which are currently over £50 per share .......surley we will top that
I think it is nigh on impossible to apply any sensible valuation metrics to this stock. The best you can do is say that there is a small but not negligible chance that this stock will do spectacularly well and that ultimately this could become a multi-billion pound investment trust (though as previous poster noted, price will all depend on number of shares in issue). However, on the flip side, about 70% of startups fail within 10 years and that doesn't differentiate between sectors - I think the failure rate of biotech companies (if this is what these are?) is higher. The whole concept of cultured meat may simply not take off. But you've got to be in it to win it and as long as you accept that this is highly speculative, you can wait about 10 years for any meaningful returns and you can stomach the possibility of losing the lot , then it's worth taking a punt.
As in £16 per share? All depends on shares in issue i suppose.
Ahhh interesting! Thank you for the input , I am new to this stock :)
I think we all agreed approx 8000% increase was about right...
What are peoples approximations regarding future stock price? In 10 years time, I can see this being in excess of £5. Interested to know your thoughts. Many thanks