We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I was invested in Tyson Foods until recently precisely because they are also invested in cultured and plant based meat alternatives. However they are a mature company whose SP is slow to move, they also have a bad reputation for intensive farming and worker welfare although they do pay dividends. I compared Agronomics' SP growth with Tyson and it's no contest - in the last 6 months Agronomics has grown 537% and Tyson just 30%. I sold TSN and bought ANIC.
Tyson food .a huge American conglomerate currently slaughtering 6000,000 chickens a day....30,000 head of beef cattle a day and 48000 pigs a day........(I know mind boggaling}....are investing millons of dollars in this sector.presumably they have done their research and seen the future
https://quota.media/lab-grown-chicken-start-up-slashes-production-costs/
My experience in investing in smallcap stocks to date is that most have done dismally! There have been high profile wonder stocks in the mix here e.g. Sirius Minerals. Time will tell if the cultivated cell guys really are offering "superior products". That seems to be the case at face value, but they may not catch on and unless the process uses energy from a renewable source, from what I have read there is a big question mark over the claim that they reduce greenhouse gas emissions which is one of the big selling points of this product. I've also seen people quote Seaspiracy as forming a strand to the investment story - again, I am really skeptical that a sensationalist docu-film should play much part in forming the basis of a strong investment case. Many of the claims made in the film have been questioned, and lets face it, it wouldn't have made interesting viewing if it had made toned down, cautious (realistic?) claims. Anyway, cards on the table, I am a small but interested investor with only £3K invested at an average buy in price in the mid 20's.
@RWT2: Well, I think chances of successes are much higher when startups can offer a truly superior products. Paraphrasing Richard Reed, most startups really only sell a different type of crisps, while Agronomics' portfolio companies are revolutionizing human food production. The demand is likely to be so large that these companies can sell whatever they can produce for years to come. Having said this, I do agree that there are downside risks. It may, for example, prove impossible to produce inexpensive cultivated meat at scale in which case most of the portfolio companies would either fail or end up serving niche consumer markets.
Hi RWT2
I think your post is sensible as people should be aware of the risks. I invest in a number of start ups and typically 9 out of 10 fail. I would say this is from start up day 1, the failure rate does diminish as you get through the funding rounds. Once institutions are on board and you get close to IPOs you can still be building your market and loss making and still see great value created. There is risk here for sure but the portfolio is maturing and we should see our first IPO this year with BlueNalu. We all want the same thing so GLA.
Thanks for the welcome. I think I need to re-iterate that I want Agronomics to do well. My point was that people are getting carried away with baseless predictions of 8000% rises by 2026 - that's not a helpful post. No-one knows how this market will develop. I think my original comment that most startup companies fail does indeed apply to this sector as well - why would it not? We all like to think "this time it's different" - but to say this is wishful thinking. I am merely urging caution. And for all the doomsayers who will say I am trying to talk this stock down, I am really not that influential! If you are worried that an inconsequential comment from a tiny investor on an obscure bulletin board will have a material impact on this stock, then you probably shouldn't be invested in this!
Welcome on board, RWT2!
I agree that most startups fail. This, however, does not mean that most startups in the emerging sector for cultivated meat and materials will fail. It certainly does not mean that most of Agronomics' portfolio companies will fail.
The companies that Agronomics have invested in are generally well funded and have strong management teams. They are all capable of producing superior products for an enormous consumer market. They are also benefitting from the increasing emphasis on sustainable development.
I believe several of the portfolio companies will succeed, but even if all but one fail, this may well suffice to motivate the current stock price. The market opportunity here is unprecedentedly large.
Hi - I'm new to this share and feel very positively about it. However, reading through some of the chat threads here astonishes me! I want to talk this share up as much as the next person but I get the impression people are getting ahead of themselves. Agronomics are invested in a variety of startup companies. We should ground ourselves with the knowledge that most startups fail. I would say with almost certainty that at least some of the 16 or 17 startups currently invested in will return zero over the long term and there is a modest chance they will all return zero over the long term. It should be the realistic expectation that only 1 or 2 of the startups will amount to much - the question is how much they will amount to. I'd seen a post talking up 8000% growth by 2026 - that is utter guesswork and investors should not kid themselves otherwise. I am sure this comment will not go down well, but I think everyone needs to step back and not get carried away with shear speculative hype. I am invested in this share and hope it does well, but it forms a very small part of my portfolio as I do not pretend to be able to forecast the future - who knows if cultured meat will take off? There are lots of good reasons to assume it will, but please don't be fooled into thinking that this is certain or that even if it does, the winners will be the companies backed by Agronomics. Just trying to install a bit of realism here, but I emphasize again, I am invested and hope this does well.