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Hi Chris (an others that attended the call), I could not attend the Zoom.

May you be able to do a little summary if there is anything new we did not know already?

I'm really curious to see if there are any news on portfolio evolution.

Well, it was not one but two companies that got full approval Good Food also got it yesterday.

That is two companies in the USA. A pity none of them are part of our portfolio.

Will we see Bluenalu soon as well? I certainly hope so.

What is interesting is how behind the EU and UK appear to be on this.

Here the link to upside food website itself:

https://upsidefoods.com/blog/upside-is-approved-for-sale-in-the-us-heres-what-you-need-to-know

Indeed most of us bought into ANIC as it was the only vehicle to get early into the theme. Unless you wanted to buy a lot of SMT for their % of Upside Foods!

These are huge news, huge for the future, it is historic.

I am not very excited about this investment to be honest. I do not know how it fits with ANIC original purpose.

I would like to stick to precision fermentation, cultivated protein and the pick and shovels to prop the industry.

Perhaps I am missing something, but i don't know how this relates to the above.

Agree, the Reit I own I am most comfortable with.

Yes it is nice to see that buy, gives some confidence.

Always reinvest

That Pets at Home has "strategically invested" on Good Dog Food is amazing.

Those in the industry know the power of retailers in petcare. Great move for both.

This is really good.

Https://solarfoods.com/taking-protein-to-the-stars-solar-foods-one-of-the-phase-ii-winners-of-nasa-deep-space-food-challenge/

This is so interesting to read!

Https://foodmatterslive.com/article/mosa-meat-opens-largest-cultivated-meat-plant-in-the-world/

I have seen this reported by many sites and people in linked in.

It sounds quite exciting and they sound very sure of their ability to produce "hundreds of thousands" of burgers soon.

Have a nice weekend all.

Scaling will be a big unknown. But if they can pilot produce and successfully demonstrate technical capability, they will quickly become a target for one of the 3 big Petfood companies.
Precision fermentation aside, I think Petfood is the easiest and closest opportunity to materialize in this space.

You can reinvest the divis in HL, as from April free of charge, from as low as 10 gbp. It happens on the 11/12 of every month, you can set it up easily.
If unsure on how to do it you can give them a call, they are always helpful

Maybe he knows something?

Indeed, we discussed new age was toast and shiok as well a few months back.

I like this, ANIC companies are very active on LinkedIn.
However, no idea when will any of them start to sell products. A lot of posts on all the correct ESG things, a lot of hiring posts, a lot of "we attended this conference or were featured in this article". But somehow I get bored of all that, i want to see products on shelves.
I am not losing faith in ANIC or the companies it has (most of them), but yes a little patience

The interesting bit on BP results are not just the results per se. But the U-Turn regarding oil and gas targets and associated investments. It seems they aim to produce more for longer, and apparently to invest as well.

I find easier and more insightful to follow the companies in Linked In, and their founders.
They post everything there before it is out anywhere else.
Solar foods had a couple of nice announcements on NASA and ESA projects, by the way.

Ape, I think you need to dive a little more into ANIC portfolio and perhaps a little more into the industry.
There are a bunch of pretty solid companies we would not have the opportunity to get into otherwise as retail investors, only through ANIC. There will be many other successful companies that will not be part of ANIC portfolio, that is for sure, that does not mean ANIC companies will not be.
Unfortunately it means we need to put up with the management fee. I think it is a lot, but cant judge whether is fair or not to be honest, but I assume knowledge and contacts have it price.
You might not get rich quickly with this. But we will all make money with time.
Lets not pretend we can be "activist shareholders" in a forum chat. Its a waste of energy.
The choice is ours, either we remain invested or not. You seem to have chosen.

An short article on Liberation Labs, in a obscure publication, but i found it quite interesting.
https://www.biofuelsdigest.com/bdigest/2023/01/10/fixing-the-fermentation-squeeze-liberation-labs-comes-out-of-stealth-with-a-farm-to-ferm-mission/

Fresh off the press.
https://www.globenewswire.com/news-release/2023/01/24/2594033/0/en/Liberation-Labs-Selects-Indiana-for-First-Biomanufacturing-Facility.html