Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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State bans and country bans will not in anyway impact the supply/demand. It will take decades to upscale to a point were even 50 countrywide bans will make any difference.
Italy ban is just lip service to the farmers to win votes, when the EU says its OK then Italy have to follow. I'm sure this is the same for the US state bans.
As Oogle says importing countries of which there are plenty will drive it forward and that will be enough to grow the industry.
Even some export nations like the Netherlands are heavily invested purely due to environment, the environment is a huge concern generally in the EU.
Meatable I believe recently did a taste test with 33% lab grown meat and 66% plant based V real meat and 52% got it wrong. In context some sausages in UK only have as little as 38% pork, 50%is common. So do we really need 100%?
I cant see failure when countries like China, UK, Saudi, Netherlands for example are clearly on board. Only battle is Environment v Farmers. I can only see 1 winner
Quite correct RW there will be opposition to a disrupter. As Bluehorse points out , it will
be mainly a battle of economics. Countries that have to import most of their food are already heavily invested . Those unfortunate enough to have USA chlorinated chicken and whatever that stuff is they produce in Norfolk with outlets in M&S, Tesco etc as a part of their daily diet will continue to do so until they are offered something cheaper and probably better. The world is struggling to keep up with demand for chicken and eggs which leads into some pretty desperate and horrific methods of production. The point is we are already not producing enough food from traditional heavily anti environmental methods, never mind the next fifty years. Life is an uphill struggle . That’s what makes us successful!
I think you might be barking up the wrong tree, this will make money on precision fermentation, well before cell cultured meats. The supply hardware first, and then the production of fermentation produce...and finally if we are very lucky the cultured meat.
If we can sell a better product at a cheaper price then we will make money. The general public do not value the lives of animals they have never seen.
I think initially with PF and later with proper cuts of meat this tech can deliver but it will take some time. As a side benefit the planet will be better off.
When you say that this industry won't be allowed to fail I don't think that stacks up with current facts. Certain US states such as Florida and EU countries such as Italy are actively seeking the failure of this industry by banning cultures meat etc. Be in no doubt that this will be an uphill battle with immense opposition. The notion that somehow everyone will see the light and "do the right thing" ignores the past century or so of Western capitalism. For the record I am invested in this and very much hope it succeeds but blind optimism may not help others make an informed choice as to whether they should invest.
I personally was upbeat after webinar which was not my feeling on on the previous couple of Anthony Chow presentations .
There is clearly more interest this year for large investors (Mosa meat oversubscribed at 40m) it feels like this is speeding the process up again, returning to NAV should be when Liberation labs starts to make profit (latest)
During this time we will have seen regulation approvals and product developments which should only reflect positively in the SP over the next year.
The past 2 years has been a stabilizing market and interest rates wont return to what they were but this industry I don't believe will be allowed to fail.
Personally I don't see the price hanging around below 10p much longer and only see small gains to NAV over the year. That being said I am just an optimistic believer
Well, always a good positive vibe when hearing company announcements.
For me it all relies on Liberation Labs bringing in the bucks next year, and seeing the demand for there produce.
I am a bit sceptical on Agronomics cash flow lasting ten years mind, so seeing that cash flow coming in sooner rather than later will give me a bit more confidence.
Also seeing many permits and licences getting approved internationally now does paint a positive move forward for the company.
I am a long term holder and do believe the potential is massive in the next 5-10yrs.
@Futureater What are your take aways?
Update on Company Current Performance & Future. 23/04/2024
https://www.youtube.com/watch?v=ZhQ_MKZKSco