Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
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Clearly there has been a FU with share pricing on this stock being sold at £4.02. Presumably something to do with computers and Bot trading, or possibly MMs knocking out stop losses. This practice is rife and its corrupt. What are regulators going about it? Sweet FA as usual.
The sp has almost recovered here but possibly not where it should be a few pence higher. Does it really matter because the sp should find its natural level eventually. It matters because its happening al the time. Obviously if you know your stock you will ignore all these shenanigans. Of course some will follow the trend and thing there must be something wrong, when there clearly isn't.
Cheers Oogleflugal, I've bought and am two thirds through Moo's Law - excellent book and I'm loving the science behind the CellAg industry. I find it fascinating - I wish my school science teachers had sparked the same interest in me at 15 years old and I may have had a different career path. My son has just reached 18 and his CTF has matured just at the right time giving him almost the same capital to invest as myself, he's looking at investment plays for his first adult ISA. We're both vegan so any food production that comes on stream that doesn't involve any animal suffering is a good thing for us. The silver bullet for health, environment and animal welfare is to to go 100% plant based but I'm a realist and it ain't ever going to happen so sustainable food production and CellAg will be the way to go. Wishing you well and all the very best.
Hi IDG. You same to have done the same as me, except I'm really investing for my sons. To me it is really obvious how important it is that both these companies succeed for them and everyone to have a decent future. FOGB seem much more diversified, although not invested in cell meat at all. They only have two actual food producers in their top ten, the rest are a mix of sustainable packaging, water technology, flavourings and ingredients. aquaculture etc. ANIC seem to have focussed entirely on cell meat. So two very different investments in the same food production revolution. Jim Mellon's book MOOs Law is well worth a read and proceeds go to food technology, great pr work too. Very exciting . GL
Well not so much new kid as middle aged man investing for his retirement in 10 years time. Having put 15k into ANIC last week, I've just had a 5k punt on FOGB this morning. I'm very optimistic for ANIC and love the fact they have a great one man PR machine in Jim Mellon. There are few companies out there that will get the free marketing exposure that man gets and I like that about ANIC. The risk there is that they are invested in start ups and some/many may fail. I like the sound of FOGB as they are invested in listed businesses that are mainly meat and dairy substitutes (I believe, but need to do more research) and the growth potential for these is huge. Happy to sit back and see how both these investments unfold over the next 5 - 10 years. Happy to be onboard with both FOGB & ANIC and wishing all investors the very best.
Ok. so I bought Anic yesterday and today and more of these @4.30. Are you kidding me?
If ANIC is anything to go by we should be rerated by about 10 fold. At least are companies actually sell products not just 10 years away to market.
This looks like the kind of stock which will keep drifting up slowly. 10p a week will be just fine. Jim Mellon's book Moos Law hs definitely made some minor waves recently. With the first Ag cell meat set to hit the streets end of year I can only see momentum building which is vital not just for my bank balance. Jim who was working for a big American company in his younger tays at the time of the Silicon Valley revolution and feels this new food production revolution could be as big and important.
Well its certainly moving now. I couldn't decide between this and ANIC. Should have bought both. Anic trades at roughly 4 times nav which seems a bit bonkers to me. I think Jim Mellon has done a terrific job explaining and promoting the food production revolution with his Trust and his book Moos Law, but Ed Shing brought this ETF to my attention and hope in the long run will be just as good an investment.
I'm with HL for both ISA and SIPP and got a few in each. It's only been around for 3 weeks so perhaps III are not as quick to add new things. Trade volume is low and the price is not moving yet so there may be time especially if nobody else can get in via some platforms.
Nice not to be alone.... :¬)
I am here, Mr Cheapskater (may I call you Scrooge?)
My thoughts are exactly the same as yours, but when I tried to buy through my Interactive Investor SIPP Account their system would not permit me to do so. I am awaiting there response as to why this is the case.
Bought in to this new fund today as I have been looking to get into sustainable food for a while but many are not IPOed yet. BYND is pretty volatile so I don't know if this will be less so but I see this as a massive growth sector over the next few years. Hopefully this fund will be able to take chunks in companies that then IPO like Just Inc and Impossible Foods, etc. Not in heavy as it's an unknown quantity but I like the idea enough to invest. Fingers crossed it turns out to be a good decision.