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Yes price at the moment is something that makes me a little sick as my average is 30% higher.
However, im happy that at the moment it is around latest nav valuation.
I wish i could say the same with other ITs and Reits!
yes, I noticed that as I also follow him in Linked In. Agree they will not be valued as tech companies. But I think the issues with Oatly for example, are its growth prospects, hence the back to earth valuation.
Beyond and Oatly still uber expensive vs. tradicional meat and milk, and it does not look like they will close the differential or that they are ready to much smaller margins. Whereas PF and CA aim to precisely that, undercut current agricultural products prices, with good margins.
At least that is the movie I like to make in my head...
Hello all
Even if Tyson or other big meat packets would see the thread to their business and willing to embrace and invest in cultivated protein, they would not openly say it (same as governments).
Too risky and dangerous financially and politically to upset the status quo.
Most likely they are happy to let others innovate and then buy the IP or company that really succeeds.
They will not waste their own R&D and financial resources. They will be happy to pay for a winning technology proposition with possibility to scale. And manage gradually the substitution.
Just guessing here of course but I think it is plausible.
Just been told I have until the 12th of August to make up my mind to request paper certificates with HL.
I won’t anyway, I do not want to give my bank details to Evraz, I would not know how to sell trade them, and I do not know in which position I would be whilst EVR is a sanctioned company. As HL is in the registry, I will leave it to them to sort out whatever potential scenario. In the meantime I mentally write them off, even if it hurts.
The only thing that concerns me about precision fermentation (and I know this is a very wide field) is that barriers of entry seem (to me) to be low. If anyone can show me I am wrong, they would be doing me a great favour.
But yes, great ANIC things we have enough cultivated protein in the books and looking for something closer to real commercialization.
Thanks for the answer Matador, and thanks for sharing your thoughts. I would really like to hear from people that works on the companies we are invested on or would be a good fit for Anic (I know they should not disclose anything though). I am interested well beyond the pure investment commitment I have made to Anic, as I guess our fellow Anic investors are!
I did not know about Seeds either, I will have a look at it if only for interest.
Yes, not that many news, but the statement that "given cash reserves we are well positioned to take advantage of current market headwinds, and it is not foreseen the need for further equity raises" I think we can be a little calmer.
I hope that they are just bidding their time to really select and fund in favorable conditions the best options in our space. Given that every time there are more and more companies joining the game.
I have no doubt whatsoever this is the future, I just hope we are betting on the right horses.
By the way, they mentioned Monbiot and his book, that I read after the recommendation of one fellow poster here (thank you!). Whereas his tone at times made me cringe, I understand the appeal and credibility he has as an environmental evangelist. I think that although Mellon has made those arguments already many many times, it is good to have well kwon "activists" like him sharing them.
https://finance.yahoo.com/news/oil-price-shell-ceo-europe-winter-125839101.html
BvB says tough winter and perhaps energy rationing as OPEC has less capacity than originally though...
Well... I guess the comments from Iskander are based on good assumptions...
Everytime i am more and more convinced that the route is not to replicate meat and fish as they are today for human consumption. But as proteins and fats for the food industry. Or in simpler easier to achieve structure as ground beef.
And of course fermentation is the one easiest to commercialize and incorporate in food processing chains.
I want to think that if they do another raise is because they have identified and/several incredible opportunity/ies where they want to go big with a very sizeable position. Otherwise a raise without deployment makes no sense.
Alternatively, I do not know, perhaps a broker is needed to trade and exit some positions?
Or perhaps just a legal requirement
I bought this as a long time dividend play, so not that concerned about share price (as I plan to reinvest divis). But I am curious if anyone has any insights on why the share price has gone down as of late.
Thank you
Looks like the news hit a nerve with the normally optimistic you.
So many things do not make sense that I am trying to block news and social media.
To cheer you up? Look at the companies we invest on. The change will happen. Any crisis now will accelerate the exploration and implementation of these technologies. Only pain makes us react and stimulates ingenuity.
https://www.bloomberg.com/news/articles/2022-06-08/chicken-on-track-to-overtake-beef-pork-as-top-protein
Chicken to become the protein king of the world. We cant have enough.
I think this is interesting as I believe that its appeal, apart from being a source of cheaper protein than other animals, it is also its ability to be a "flavour carrier", its almost neutral taste of industrial chicken, to be cooked with sauces and exotic flavours. That "tasteless but nutritional and textured protein" is something that makes me hopeful that adoption of "cultivated chicken chunks" will be pretty easy.
Particularly if the animal welfare side is factored in.
Take care all in these turbulent markets
Apologies i copied the wrong paragraph, here is where alternative protein is mentioned alongside beans and pulses
1.3.4. The alternative protein sector provides another opportunity for growth,
complementing traditional livestock sectors. The UK has been at the forefront of innovation
in protein sources since the development of Quorn products in the 1980s, with a worldleading production facility in Billingham creating jobs and investment in North-East
England. The government will keep the UK at the front of this growing and innovative
sector by supporting alternative protein research and innovation, including as part of our
partnership with UK Research and Innovation (UKRI) to invest over £120 million in
research across the food system. British grown beans and pulses are another great
example of low carbon sustainable proteins that contribute to healthy diets, contribute
substantially to farming objectives; and are recognised as valuable break crops in arable
cropping