Member Info for altinvestor

Dr. Copper is definitely signalling a recession. Could go much lower in the short term.

The change will come as the climate continues to deteriorate, how quickly is anybody's guess. Government spending plans are based on past experience and very effective lobbying.

just woke up or am I still dreaming.

I thought we were talking about dairy, cultured meat is definitely a different game.

The collapse will come like a thief in the night,the government need farmers until they do not, in the rns today it is clearly stated that they are out to disrupt the global 700 billion milk market, I give that more credence.

Agreed RWT2, I admire your optimism, which part of the world do you think livestock farming is going to exist, politicians know what is going on and are actually trying to manage a controlled collapse (impossible) of this farming sector, Welsh politicians even suggesting UBI.

Interesting, how long will livestock farming remain, it is already barely profitable even with these high prices.

Nice to see aex feeling the love, the last directors warrants are now in the money.

dollar still going up, great time to buy these.

Having a growth medium is going to be a game changer in the production of beef if it can be manufactured in sufficient volumes at low cost.
Calf foetal fluid is presently one of the most expensive ingredient in the pot.

When is the dollar going to stop appreciating, thinking of dipping my toes back into this again, it is either silver or NANO, but I really do like the leverage here, with all these poor small countries and their dollar based debt, if the dollar continues to go up there are going to be quite a few basket cases.

I know of only one company which you might like to take a look at, Trafalgar Property Group (TRAF).

Agreed, but going back to the remilk facility in denmark, the cost of that fermentation facility for 10% market penetration was 120m, there appears to be a huge gap in the cost of building these facilities, perhaps a good yardstick would be the cost of the facility against the perceived market capture.

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.