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Bring on meaty US valuations ;)
Woefully oversold now.
Seems hugely oversold at this level. Half the Mcap in cash, huge production facility and IP. Surely downside risk here is extremely limited
unfortunately making money in the markets involves both conviction and patience. Two things most people on these small caps appear to lack. They give up their golden tickets at precisely the moment they should be buying... its a game of holding ones nerve and controlling the fear and greed emotions.
Find me another stock on AIM quite as exciting as this one... willing to bet you wont ;)
The "world's first" cultivated steak: “No one else can do it”
https://www.newfoodmagazine.com/article/189965/the-worlds-first-cultivated-steak-no-one-else-can-do-it/
“We developed a supplement that allows us to create media at a fraction of the cost that it would normally, City-mix™. It is now being used by quite a few lab grown meat companies and we have been getting some really positive feedback from around the world.”
City-mix™ potential is staggering, and not yet factored in to any of the predictive costing models being used by industry experts. The licencing agreement model with industry majors will also mean no upfront capex for BSFA and therefore shareholders wont need to be diluted. Will only take one big player to sign up to use it (which is a total no brainer given it is less than a tenth of the price of traditional growth media).. good to see theyre getting positive feedback already.
today. Amazing opportunity IMO
Licencing deal with upfront cash component = no need for placing
US listing also on the cards perhaps?
These levels will be long gone soon enough
£16 m Mcap is slightly amazing to me.. im hoping US peers have a keen eye here.
From the SundayRoast interview sounds like we could have some exciting news on the lab grown leather sector of the business fairly shortly
by a country mile. WIll continue to accumulate.
This year THX will be debt free, aim to have a 10y mine life on Nigeria (touch wood!) which is currently throwing off $100m pa fcf and also have senegal at over 1M ounces ready for a 100kpa mine also which could feasibly be self funded.
By year end if these goals are hit then this should easily be 3x higher than it is now and thats if gold price stays at these levels... im expecting a move to over $2k/ounce gold this year and likely new ATHs.
LSE showing it closed 14-14.5 with a very strong last 5mins...now this is starting to get on more radars it feels like larger buyer now lurking.
lovely stuff
nice partnerships with Cambridge University spin-out Qkine.
The partnership to reduce costs and increase yields "paving the way for advances in cellular agriculture in the UK and world-wide."
Nice to see BSF pushing new boundaries in this sector.. all for £10m Mcap.
not sure making 9 posts in the last 3 or so months counts as a ramp account (especially coming from a questionable multi alias poster making 250 posts in the last 30 days?? )... but hey ho
Was here before all the noise, since April IPO where there were 0 trades most weeks so think im allowed to be a bit excited about my investment following a fantastic rns! I wouldnt be invested here if I didnt believe this had huge "mindblowing" upside.
at 10p here this is prices at just 20% over IPO price and we've since had confirmation of them being successfully growing meat.
Only other UK listed peer is ANIC which is at a Mcap over £100m and to me has none of the kind of upside as here given its just lots of small investments in private companies which all IMO have inferior tech to BSF.
See what money theyre raising in the US in this sector for companies growing meat patty (hundreds of millions) and you will see why the upside potential is so huge for a new entrant like BSFA which has a clear market "USP" over these companies
Any investment isnt without risk, same goes here. They could fail to grow a full cut of meat! But to me the chances of that seem low given recent derisking news.
Have to be in it to win it and im very happy to take my chances with this one.
Firm support here with new base forming at around 10p. Bodes well for the next leg up.
Lots seem to be fixated on trades and day to day swings, I rather focus on the actual fundamentals vs Mcap here.
A special kind of opportunity IMO.
Worth making people aware that BSFA (unlike its peers) Use NO scaffolds - NO 3D printing AND is serum and animal free.
3d printing introduces scalability issues - none of which BSFA have.
BSF use cellular technology and they are well ahead of the competition.
Thought it worth clarifying the above.. it really does separate this company from the rest.
Mindblowing upside
Couldnt ask for better timing! awesome stuff
Proof of concept has been achieved, now they will scale up to larger prototype and then move onto the showcase piece (by Q1'23). This will be likely cooked whilst on live TV as a full size, farm grown quality beef fillet steak. This is when id expect this company to go mainstream.
Just to clarify what BSFA's USP is over all known competitors....
BSFA are the only ones able to grow actual real cuts of meat without scaffold eg fillet steak (actual marbled muscle). All the others can only grow "patty" type meat without scaffold ie sausages, meatballs, nuggets etc.
Theres a huge difference between minced patty type meat and an actual cut of meat.
BSFA also have 100% exposure to this tech rather than the only other listed UK peer - ANIC- which is multiple insignificant investments in private entities that have (IMO) inferior tech.
BSFA is a UK pioneer in a few ways
Current standard of lab grown meat is an "unstructured" meat mass, think burger patties, sausages, chicken nuggets etc.. no structure. BSFA technology means they can grow an actual steak ie “structured” muscle...
BSFA's unique serum-free and animal-free cell booster City-mix means that a plant-based scaffold is not required. This means this is one of the world's first 100% cultivated meat fillets to be produced. (a fillet being "structured" meat)
Lab grown meat sector has seen significant investment recently. EatJust have a targeted $3bn IPO valuation and have raised $650m in funding to date, they have the world’s first lab grown chicken nugget. Upside foods have designed the first cultured beef meatball. Has raised $206m
Could see this trading £50m+ all day long and vs american peers this current valuation is silly low.
This is not forgetting BSFA also have many other strings to their bow such as
- First ever company to grown a human cornea (Currently, the thinness of the cornea is one of the most common reasons for patients not being able to receive laser eye surgery. The company hope to agree a licencing for an upfront payment, milestone payments and royalties.)
- BSFA have the ability to also lab grow leather for the fashion industry and are in discussions here
- BSFA own IP in a collagen-producing molecule. It actively increases collagen production in human skin cells. This can be used in cosmetic products to prevent wrinkling and in pharma products to enhance wound care
- BSFA's CityMix growth serum has been developed from agro-industrial by-products, meaning its cheap, natural and animal free. It has been shown to facilitate muscle and fat cell growth at comparable rates to traditional serums. It removes the need for expensive animal serums. This is potentially a game changer for lab grown meat companies, given it is a tenth of the price of serum currently, this will only get cheaper as they add scale.