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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
In case you missed our webinar with Agronomics Limited (ANIC), the recording can be found on our YouTube channel: https://www.youtube.com/watch?v=ZhQ_MKZKSco
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
Yes very true I'm thinking the same. Meat will take off in Asia much faster than Europe and States. But fermentation will creep in all over without any fuss. I was excited by the leather and cotton by vitro labs. Gone very quiet even emailed and no response. Will watch presentation later but disappointing if no real investor news on numbers mentioned. Not to mention Jim's payout.
Https://newatlas.com/environment/solein-protein-sustainable/
This is one of the reasons I’m invested here. These are the companies that will go on to radically change the future of food that the general public will have no idea it even exists. They will just merrily go on eating foodstuffs enhanced with Solein giving no thought to how or where it comes from. Cellular agriculture however will be all over the news with claims of Frankenstein meat and the yuk factor from the great unwashed and get a lot of bad press. Big meat will fight against it too with lobby groups and bans. Precision fermentation will be our saviour in the short to medium term.
I’d much rather be too early than too late. We’ll just hang on here waiting for it to catch on…
The world hasn't fallen in love with the Agronomics ethos we're about 5 years to early to the party.
Anthony Chow presented at the master investor show
https://www.youtube.com/watch?v=_5CgR9G-DDI
While addressing multiple critical points, the slides were carefully crafted and clearly in favor of Agronomics looking at what and how data has been presented.
Nevertheless he talks about some of the negatives. This is great.
However, the message is still the same: "We are victims of the macro env conditions" "We are going to be much better than the plant based products" "Yes the shareprice is bad -- however look how bad out competitors are"
No word regarding the fee structure and no word on what institutional investors feedback at this point of time.
Personally I would have loved to see more emphasis on their credibility and some examples of why Agronomics Ltd. is trustworthy and integer place to invest.
There have been five "unknown" relative high value and value trades today.
Anybody can make sense of it?
or
Knows who that could be and whether these trades have been buys or sells?
Saucisson, salami , frankfurters , you name it’s all on the heart attack list! Italy has a huge export market for this stuff. That’s what should be banned. Anywhere that feels threatened is going to get hostile to agrinomical economic. There is no logical reason to ban lab meat . The market will sort out what people want, not the Italians or red necks
After a quiet period the sector is getting a bit more interest with this article today and the Mosa funding yesterday.
Encouraging, and maybe piggy isn't far from the market.
Flip side of the coin, did anyone read the article the other day where Italy is banning lab grown meat?
I wonder if that includes petfood?
Meatable sausage tasting session reviewed in Times and Guardian today:
https://www.theguardian.com/food/2024/apr/17/slaughter-free-sausages-trying-the-latest-lab-grown-meat-creation
PD
@Dearmal
I did the same. I experience Anthony Chow to be very responsive so far even to critical questions . Also they added another section to their homepage regarding the fee structure. not really adding lots of information. However at least they try.
Another strategy I want to suggest is getting in touch with the major shareholders and ask how they see the situation and especially the fee structure. And then whether they would be willing to push the topic using their leverage. Because from what I know Anthony cares a lot about them and holds regular calls with institutional investors in order to keep them happy or aquire new ones.
Nutraco Nominees Limited 41,366,455 4.16%
Hargreaves Lansdown (Nominees) 40,579,646 4.09%
Chase Nominees Limited 39,239,575 3.95%
HSBC Global Custody Nominee (UK) 35,000,000 3.52%
@gosan This is fmpov stretgically, following venture capital firms, the correct thing to do. On a empirical and rational basis it is recommended to not always invest in follow up rounds but rather do it once in the earliest state since the piece of the cake is the biggest in the earliest stage. Further down the road one can double down on obvious winners like liberation labs. But generally the best strategy in venture capital is investing once and waiting. So at least here the Agronomic Management acts somehow reasonable and in line with common practise in the industry.
Agree, the SP will grow when Liberation Labs comes on line, and other portfolio companies like Meatly and Clean Food Group start production at scale.