RE: Long term SP2 Feb 2021 19:10
The addressable market is insane, over a 5-10 year period. Cellular agri and plant-based meat substitutes represent game changing and disruptive tech, that can literally change the world as we know it. The BlueNalu investment alone could be worth billions in the future if they can maintain a ~2% stake up to IPO stage. I'm waiting to throw a bit in here but I feel strongly that a placing could be on the way. At what price though? 100million shares at 10p? It makes sense for the BoD to ride the wave of having a strong MCAP against the stated NAV though. Investing in these companies early will reap rewards later on. Like I said, I don't hold yet....but hopefully will soon. My expectation would be that if they raise intelligently, don't get greedy, and the market grows consistently (and hence helps keep the mcap sensible), then they won't need to add any more than a billion new shares to the circulation from this point onwards (1.5 billion in total). I'm watching this with interest. I'm obviously not the only one; otherwise, why such SP strength? I hope I don't miss out sitting on the sidelines!