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Hello 100cups, this is what i saw in the whole document. Abrief mention in th 33 pages.. in the same paragraph as beans and pulses.... there will be investment on innovation, but it looks to me shared with many other things. I cant take any conclusions from it yet:
Innovation will be a key component to sustainably boost production and profitability
across the supply chain. We have committed to spend over £270 million through
our Farming Innovation Programme and are supporting £120 million investment in
research across the food system in partnership with UK Research and Innovation
(UKRI) in addition to other funding packages. We will also develop a joint vision
with industry for agri-food innovation, identifying shared priority areas for investment
and coordination. Through funding and improving our regulatory frameworks postBrexit we will support progress on a wide range of issues, including alternative
proteins and gene editing, and we will launch a Call for Evidence of the use of feed
additives to reduce methane emissions from livestock. We will also work with the
agricultural sector to develop a What Works Centre to provide farmers with
evidence that supports the adoption and on-farm take up of new innovations.
I don't understand what this has to do with ANIC. This are ads on plant based products that are considered misleading.
We are not investing in plant based products (or minimal through living collective if I remember well).
Nothing to worry about.
Yes, the price seems to be quite stable (not that I mind), fingers crossed it remains like that. Particularly with all the tech and growth sell off I was (still I am) quite apprehensive in regards to SP.
Why do you think someone would be selling every time it reaches 19? What would someone want out of keeping the price depressed instead of letting it run up and sell at higher price?
May some good news come this late spring.
And Happy Jubilee to you too and to the rest of the Anic fellowship.
Agreed, I was thinking the same regarding the lack of news as you guys were posting several announcements from companies not in ANIC portfolio.
I was expecting some exciting news from Vitrolabs, Formo and Blue Nalu in particular this H1 2022.
If i remember correctly in the interviews with “the leader” from a few months ago he was particularly bullish about Blu Nalu, but so far nada.
However I keep my faith.
I don’t know how the scaling up to manufacturing will affect our shareholding and the impact of dilution if more capital is needed as per RWT2 comments. That is something that unsettles me a little.
But I know this industry is the future, I have 0 doubts about it. I just hope the wave we have chosen to ride is the one that takes as ashore.
And some news would be great
Hello Early Bird
Thanks for sharing, this is perfectly on topic on my opinion. I never heard of BSF before. I think they are an investing vehicle akind to ANIC, but that they have just starting. Focuss on tissue generation. And it seems they acquire whole businesses (for the time being just one) - I think something to keep on the radar.
This is what I extracted from their website:
"BSF Enterprise is unlocking the next generation of biotech solutions through an acquisition-led growth strategy to drive the development of lab-grown tissues. Cell-based tissue engineering can be used to generate cultured meat, lab-grown leather, human corneas, collagen growth and skin substitutes. This technology will contribute to a radical transformation of the delivery of sustainable solutions across a variety of sectors."
http://bsfenterprise.com/
Now, the spread is crazy. And the ticker BSFA can be confused with "British Science Fiction Association", which is the first result google threw at me.
Jokes apart, something interesting to follow. This just shows that the interest on these technologies and the underlying case starts being more and more interesting for more investors.
hummmm... thanks Trek for pointing that out. I bought 5K GBP as I was looking for Reits that made sense to me.
I do not know how I overlooked that cost point, I can not remember having seen a cost that I thought abnormal.
This is what I got from HL and the FT when doing a little research :
https://markets.ft.com/data/investment-trust/tearsheet/profile?s=EPIC:LSE
https://www.hl.co.uk/shares/shares-search-results/e/ediston-property-inv-co-ordinary-1p/share-research
I guess I need to up my due diligence, as I see in another part of the HL website that costs are 3.45% similar to your factsheet of 3.55%
It makes no sense to me... I might need to write/call them to get some more clarity
Second International Co-Investment:
210MW Solar Plant Under Construction in Portugal
https://tools.euroland.com/tools/PressReleases/GetPressRelease/?ID=4101824&lang=en-GB&companycode=services
So far this month Nesf has done great for me. May it continue!
I might add that whilst big tech can be seen as a threat to government control, food security (and avoidance of animal caused infections) will be seen as a way to solidify their position. Most of the revolutions start when people can not be feed correctly. People with a full stomach tend to be more accomodating.
Agreed of course it is not without risks, but despite being an authoritarian regime, it seems a safer place for business to me than the other markets you mention. The amount of resources, intellectual capability, competency on manufacturing that China has is enormous (I am stating the obvious, I know). And I think the Chinese government will try to keep a balance between authoritarianism and innovation / capitalism necessary to propel the country forward.
Despite the recent declarations / interventions I think they will continue propelling industries they see key, and for that, everyone knows profit is key to drive innovation.
So, no, not that concerned about government risks to be honest
Hi RWT2
I think it is great news. Food security is important for everyone, and is better to get a foothold on the Chinese market than ignore a geography that will bet on this heavily as well. I can not remember exactly, it was probably a link in this forum, where chinese officials were mentioning cultivated protein (and fats, never forget the fats!) as a key strategic priority.
We are also investing with a 10years plus time horizon, I think relationships between blocks will be better by then. If not, our problems will be bigger than losing 2mio (or 200) mio investments.
On the topic of Bentleys and Long Haul flights, i think if we crack the agricultural revolution we will be able to enjoy both without any guilt!
Great to see an RNS coming in one of the most promising companies in our portfolio! right at the time of a little despair to lift the mood.
Leather without animals should have 0 barriers of entry and actually is one of the best bets we have by far in the portfolio. When I first hear about ANIC, an interview to JM in Moneyweek podcast, Vitrolabs was one of the examples that really caught my attention. Now, that pilot plant will take at least a year to be build, so we are in for some waiting.
Idg, I was thinking the same as you about adding more on this share price fall. But I do not know when enough is enough. I have a lot of money, perhaps way too much for my budget in ANIC. And yet... Well, perhaps i will sell some portfolios I have with some loses as i think it will be easier to get a 30% uplift in ANIC than on those funds... Oh well... I assume people thought that Tesla bulls were nuts...
Ok, I keep saying I am on this for the next 10 years and that I should not worry about day weekly or monthly price movements. But having recently loaded at 22, ouch.. this week price development hurts... a lot.
Just sharing with people that I am sure understand my feelings! I know this adds nothing to the forum but needed to share it with someone!
Have a great May bank holiday and may Mr. Mellon bring us some good news soon.
Thanks for the links idg, agree with Chris on the fermentation article, it was increasingly looks like that is the first area that will pop.
I am always a little anxious when I see developments in companies that we are not invested in, but then I myself we were not in súpermeat (the Israeli chicken company)and now is out largest holding. And that cash is still abundant.
We haven’t heard from formo as of late, but I hope “the leader” (I always makes me laugh when I think about Mr. Mellon in those terms) has done his homework.
In regards to regulatory approvals for the rest of the segments if they do not come this year at least we could accumulate some more shares at decent levels…
Hello, I just joined the club with 5K shares. Why? I saw that capital gearing trust has been buying in a wide array of renewables as of late. Knowing how conservative they normally are that made me feel somewhat safer. Then i looked at the divis and... wow.. I hope they are sustainable through time, but i thought that even if it halves vs today it would still be at par or higher than a FTSE100 tracker. I have some risky plays already and I wanted start generating a cashflow.
I don't know how they calculate NAV, but NESF was the one that had the least premium (indeed a slight discount).
I also bought UKW, just to have solar and wind in the portfolio (i also have some O&G)
I will be researching the rest of the names on which CGT invested, its obviously at the end a matter of faith for us little fish, and we will always be late vs. professionals, but hey, very happy with my buy today.
Just wanted so say hello. Good luck to all and if you have any further tips or views on NESF i would really appreciate them.
Hello fellow Agronomicists..
I just saw the Q1 newsletter and the master investor videos, thank you all for keeping this board informed.
I have just bought another 50K shares... originally because those 50K shares are out of my ISA and wanted to buy them into my ISA allowance, and then sell the ones out of the ISA... but... I don't know... I don't know... i might keep them!
I keep repeating myself, but I can not see any other industry so ripe for disruption and which such a size of opportunity. Perhaps energy, yes, and biotech, but I still think this is the real deal.
I have never invested with such confidence in my life sums of money which are quite sizeable for me. A pity I did not had the funds available 3-4 weeks ago... but in the long run... still worth it.
The problem with these videos is that every time I tell myself is time to stop chucking money at it they completely sabotage my intentions!
I just can see other industry so ripe for disruption.
By the way I was having a look at some of the new energy companies I follow (but have not yet invested) and I came through this news:
https://uk.finance.yahoo.com/news/nel-asa-nel-supply-alkaline-002500188.html
Hydrogen company supplying equipment to Solar foods to make proteins literally from air.
It sounds science fiction, but if it works I want to make sure I’m there invested…