Member Info for gonsan

Hello idg
I think New Age Meats is clearly toast.
I wonder what is the "capital failure rate" or whatever name the metric is used in VC has ANIC applied to the investment portfolio.
How many of the companies do they consider sufficient to succeed, what % of capital.
But I think you can go through he portfolio and given the news, teams and status start figuring out which ones are not going to make it.

I don’t think that we will see it in 2024. But the other day the founders of BioNTech said the UK regulatory environment was very open minded and easier to work with. The strong life sciences base of the UK helps as well.
I have heard the same from other food innovators.
Let’s hope it is true.

I am happy for them to sit on cash and wait for the right investment. As the note says there are many dimensions to check when buying the type of property set in the strategy.
I like when the board has clarity on their strategy and not "opportunistic". They are in no rush to burn the cash. Just waiting for the right opp, probably mid of next year once we see how valuations and pressure on leveraged property owners pans out.

And Shiok meats after that.
It is expected this will be the case, some will need to fold. I think we are betting on ending up having 5-8 successful ones

Well, i do not know if anything is happening or not. But the price drop today (and the past few days) is not welcomed....

Hello, i found this map on the current landscape of alternative protein companies.
https://media-exp1.licdn.com/dms/image/C5622AQHTadPBWxul2A/feedshare-shrink_2048_1536/0/1670441912632?e=1673481600&v=beta&t=9bgqU_2hQgrX8gXSEkrJF3mHXOJIZMZb7GXTceSPOLw
I hope the link works

Txs for sharing. It has been a long time since we know from Formo that was one of our poster child companies. I wish there were more details. I for one want to buy something from them as soon as it comes to market.

I do not know if you follow other precision fermentation companies outside of ANIC portfolio.
I follow Perfect Day, and it is just impressive. Not just the amount of money the have (huge) but also the products they are launching and the collaborations they have (with General Mills, Mars, Nestle, MyProtein)
This is the latest of their news:
https://www.greenqueen.com.hk/perfect-day-precision-fermentation-animal-free-milk-singapore/
It is the company I would love ANIC to have, but the total funding they had so far up to 2021 was already 750mio. However this shows that PF transition will be unstoppable and coming of age very soon.

Absolutely huge news for the whole industry. We should expect a raft of approvals from now on.
Come on bluenalu!
https://www.fda.gov/food/cfsan-constituent-updates/fda-completes-first-pre-market-consultation-human-food-made-using-animal-cell-culture-technology

hey buddy, about a 20% of my portfolio at the moment, but in terms of money "in" higher than that...
I was looking for the "future" part of my portfolio, the high risk, the trends of the future. I wanted to bet on something very concrete and that was very meaningful to me in terms of positive change. I settled with the new agrarian revolution. I never thought it would take so much of my portfolio, but the more I researched it the more I liked it. Its a high conviction bet for me. I might lose it all, but I really, really, really like the dream on offer.

I recently topped up 30K shares to reach the 200K shares I had as a target. Unfortunately average 32% higher than current price... I'm so heavy on this that I am going to pause any further purchases and go for dividend paying shares all the way now.

Hello fellow investors,
Here is the link to last weeks webinar
https://events.masterinvestor.co.uk/past-events/agronomics-capital-markets-day/

Enjoy!

Hello RWT2, nothing you do not know already. Confirmation that precision fermentation is much closer to be a reality than CP.
But it was great to hear from the CEOs of those companies directly. They came across as competent and knowledgeable.
I was particularly positively surprised by All G Foods.
Another positive thing I inferred is that big incumbents are having conversations with several of these companies. So future acquisitions or models like in Pharma are possible and likely. There might be other companies that will be successful that are not in our portfolio, but that is accepted by our companies as fact of life and they are not bothered about it as they think there is space for multiple successful companies in this space. They understand the competition.
Singapore the Mecca of PF & CP - USA the market of focus - EU will be lagging due to regulatory complications.
But we will not see anything meaningful until 2025 - 26 in market in my opinion. In 2024 there will be product launches across the spectrum, but not really at much scale and in a geographical limited basis.
Still, I was very happy with what I heard, the presentations and the Q&A. Mr. Chow came across like a thoughtful and knowledgeable person. And i had a lot of fun for the 2,5 hours the webinar lasted.
I think it will be loaded into ANIC website soon for you to watch.

Hi Chris, nice hearing from you. I understood that with the cash we have we are set for the end of Q2 or Q3 next year to invest on what they want to invest. I assume there will be a raise by H2 then.
Enjoying the webinar a lot so far.

I’ll be attending the webinar, will you as well Idg?

Posted by Mosa Meats. Dutch government significantly expanding their funding for cellular agriculture.
https://www.linkedin.com/posts/mosameat_cellularagriculture-activity-6989221776006225920-D8p5?utm_source=share&utm_medium=member_desktop

Yes, Gerry I meant Target Healthcare. I still like their proposition. Upscale retirement properties. We wont be short of older people any time soon...

Trying to ignore the share price, as long as the dividend can be mantained!
SREI, TGHR, EPIC, all my reits between 18 and 30% down... not nice but if the divi is mantained I would not be unhappy, as you say the reinvestment would be cheaper and the cash flow higher...
Oh well...

https://mosameat.com/blog/scaling-beef-cultivation-to-industrial-production-levels

Just looked Sainsburys online. Their burgers are twice the price per kilo that their top beef burgers…
At the same time that people is switching in droves to Aldi…
Let’s hope that celular agriculture makes cheaper burgers than the slaughterhouse variety !