The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
In times of a little despair with the share price, some good news are needed:
https://solarfoods.com/opening-a-window-to-the-food-industrys-future-the-worlds-first-factory-growing-food-out-of-thin-air-launches/
I do know for a fact that Solar Foods are so confident that they are ignoring advances and contact requests from very big multinationals.
I hope they really go successfully commercial very soon
Allocating 60M from his foundation to the development of novel proteins. We are not the only crazy people that believes this is the future:
https://www.bezosearthfund.org/news-and-insights/lauren-sanchez-announces-60-million-establish-bezos-centers-for-sustainable-protein
Good Monday. Some more good news to cheer up a dull day.
The every company announcing egg product (not just bioalbumen)
https://everyegg.com/
https://www.fastcompany.com/90994471/this-egg-was-made-without-chickens-and-its-launching-at-eleven-madison-park?utm_medium=social&utm_source=linkedin
Some more good news to cheer you all up before the weekend.
https://gfieurope.org/blog/cultivated-meat-backed-by-uk-governments-new-national-vision-for-engineering-biology/
Regards
Don't worry, there are some opinionated luddites for every disruptive innovation that has ever happened. Those are not our target.
There is plenty of open minded people who do proper research for their pets nutrition, and that very concerned about sustainability and even more so for animal welfare. Those are our target.
And for those ill informed sceptics, perhaps they should investigate a little more what currently goes into their current food, and the source of animal proteins they get.
This is the future.
It is always nice to hear some news from the companies in the portfolio. This one I like a lot, their focus on fats makes a lot of sense.
https://www.prnewswire.co.uk/news-releases/clean-food-group-and-roberts-bakery-partner-to-pioneer-bread-waste-reduction-in-the-baking-industry-301998181.html?tc=eml_cleartime
I came across this in LinkedIn.
https://www.greenqueen.com.hk/cellx-china-mycelium-fermentation-protein-cultivated-lab-grown-hybrid-meat/
I can not remember how much do we have invested in CellX but I think I remember we did put some more money on it a few months ago.
I am not sure what to make of the current share price. Is there something I am missing on my perception of this business?
At a 9.5% Divi, and with the recent news on fleet and debt and at a discount to NAV of 30something% is this a great opportunity to top up? Or am I blind to some potential nasty surprise?
Thanks for pointing it out, i will read it over the weekend.
Now, the spread between buying and selling is 4.5%, it is ridiculous...
Well, I had to add. Not just because of the last 2 RNS, but because I had it planned anyway.
Now this is one of my biggest holdings. And at a difference with other companies with boards and "appointed managers" it looks to me that the interest of the CEO and the stakeholders is very aligned.
This is the most informative, helpful and polite chat of all in LSE. Thank you
I actually thought that TMI owned Grindrod fully… and that it would end up merging fully benefiting from economies of scale. Who owns the other 17% of GR? Any other major shareholder?
Quick thought: I rather they use the cash to invest in interesting companies that can multiply that in the future.
The benefits for us should they succeed are much bigger than repurchasing a few shares. This is not giving any dividends, it will make no difference to us small shareholders at all. It will be forgotten soon and we will have 3mio less to invest in other adventures, or increase our position in selected ones within the portfolio.
What is the stake we have in this? I must admit I am not keen on plant based meat alternatives on this portfolio. I rather they stick to cultivated protein, fats and precision fermentation. Biology based companies, not mix and match ingredients faking products.
But if it makes money and we can benefit... ok...