The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
RWT2 you have to remember that in a processing facility, you are only processing, if you combined that with the cost of rearing the birds on farms the £78m sum would be very different. In a fermenting facility you are rearing and processing the cells, maybe it is not so expensive after all.
Agree RWT2, my logic comes from the point of view that agriculture today is so reliant on fossil fuels, and the products derived from fossil fuels.
When looking at the advances in synthetic biology which includes DNA sequencing, in a period of high food prices food fermentation appears to be a no brainer, this bear market will eventually extinguish itself, and synthetic biology will be a force to reckon with in the next bull market.
I feel your pain, but I do not share it. It is different this time we are in a bull market for gas ,I can only imagine the mc in two years time.
With food increasingly becoming the next big issue , even bigger than climate change for several people, fermentable food is going to be the biggest balloon in the next bubble.
Even though fermentable food may only have a small market share to begin with, it may be the pin that may be capable of seeing off stratospheric high food prices, e.g. Remilk is going to establish a 50000 cow equivelant fermentation factory in Denmark, the total number of cows in Denmark is 566000, they will be producing a 10% of milk protein in the Danish market. Now I do not know how much production it takes to move markets,10% appears substantial to me.
The UK would require four of these factories to achieve 10%.
Happy days hopefully.
This downturn is all connected to the evergrande/ stablecoin blowup, it is mad to imagine any good would come out of this situation where dollar pegged stablecoins are backed by foreign bonds, and all this is happening when the dollar is strenghening. It is the opposite of the weimar republic where the debt was all in foreign currency. a few will get burned in the crypto markets, everyone got burned in the weimar republic.
Got it.
When is CPH2 going to join the race.
Any one know how much in percentage terms that premier own of circum.
Been here a while now, but out of argo, I am also of the opinion that qbt is going to be the fastest horse in the race, if Bitcoin has a sustained rise.
Everyone will be hungry in 18 months, wonder how many people will be eating dog food then. It is going to be a very big market.
With the coming food shortages, I can see this stock really motoring ahead, hold on to your hats,
Enjoy.
Famine and inflation very often is the downfall of many empires, Putin may be playing a longer game than we can imagine, he does not need to conquer the interior, he already controls the sea and the ports, with famine he will be able to create mayhem in many parts of the world.
The case for food security is stronger now than ever, factory protein production is urgent, with fertilizer at £1000/ ton if consumer prices do not rise there will be de stocking, farmers will not exist at these prices.
What they produce is brown gas as it is called, as long as they do not store it as brown gas which they do not it is relatively safe . Brown gas is used in it`s pure form in taxis , lorries and tractors, and is said to give a clean burn to a fuel such as diesel, additives for diesel exhaust fumes would not be required if brown gas was added with the diesel in the combustion chamber.
A major war may be fought in Europe very soon, the fallout from damaged nuclear facilities and nuclear warheads will fall on us, resulting in unbeatable meat and undrinkable milk.
Putin is like a cornered animal, he knows he can only afford to play brinkmanship now when the West is dependent on fossil fuels, I guess it's tin hats time and a stiff drink.
RWT2 Precision fermentation maybe the way to go, because under the conditions of nuclear fallout grazing animals concentrate the radiation from grazing over a large area, food security becomes very complex if those conditions prevail.
My 500000 buy appears as a sell.
Bought in yesterday for the reasons stated by you, this war may escalate if the statesmen are not careful.
Very shrewd appointment, these parts of the world really need to increase / improve their food security.
Quite a chunky holding, there is a massive market for egg white in manufacturing as part of a product before it reaches the consumer.