Member Info for gonsan

I agree with you RWT2 - But on the other side, it means they are finding a way to use their products and think about commercialization.
It is indeed very niche, but anyway the manufacturing capacity would be very limited for the Every protein at this point of time.
I wanted something more substantial but it is a first step. I think about it as a "proof of concept" or "test and learn", particularly on the collaboration side with other companies.

Well, it was the inclusion of their proteins in a beverage.
https://www.linkedin.com/posts/clara-foods_pulpxevery-futureoffood-futureofdrink-activity-6985965450945822720-z1e9?utm_source=share&utm_medium=member_desktop
I am kind of disappointed on the one hand... but actually quite happy to see something is being produced on the other.

I saw an intriguing post on Linked In by the CEO of Every. Apparently the will make a good announcement tomorrow regarding the launch of a new protein.
Lets see!

Fantastic!, so I only need news from formo tomorrow morning and I will be a happy chap.
And then some news from solar foods and Geltor!

ha, ha just a few hours after i ranted I have not heard from our portfolio of companies and particularly from them.
Good, good, i will need to keep asking! Vitrolabs? Formo? what are you up to?

I can not but help thinking how many news are there out there about CP and PF, but none for our set of companies.
https://www.greenqueen.com.hk/france-cultivated-meat-gourmet-foie-gras-factory/
https://www.greenqueen.com.hk/vow-cultivated-meat-factory-regulatory-approval/
https://www.greenqueen.com.hk/singapores-meatiply-debuts-asias-first-cultivated-smoked-duck-breast/
I am not going to post all links, just a couple of examples
I follow Good Food institute and Blue Horizon updates, and there are many companies raising money, apparently opening manufacturing facilities etc, but crickets on ours.
I am really looking forward to November and the webinar with ANIC, but i am surprised we do not know anything more from Vitrolabs, or Formo, or (particularly) Blue Nalu, for example. I would have assumed they were picked because they were well ahead of competition, but hey..
Do you feel the same? Backing the right segment but not sure the right horses? or still confident our picks are good ones?

100cups, Kwasi can't influence the USA stock market. Which is falling at the same rate the FTSE felt.
At the same time the FTSE was falling during the morning and afternoon so were falling at the same % the Eurostoxx and and the EU stock exchanges.
It has nothing to do with Britain. No matter how much the center of the world we believe it is.
It is wide world pessimism, the start of a massive hangover now that rates are coming back to normal levels, as everybody is saying.
In regard to ANIC (and many other investments), I think we need to wait for 2030 now! - But as Watson says, perhaps is now the time to load up!

Hang on there brother, i have 5. Wife not working either as someone needs to put order in the chaos!
Now you get why i need ANIC to succeed….

Yes, totally agree RWT2, at some point there will be a further rise of funds. And that is very desirable in my view.
But hopefully only once we have crossed the 30p mark and stabilized there for a while. My fear is if there is a further rise at current prices.
Will I see you in the master investor presentation webinar?
It would be great to have your incisive questions placed to the speakers!

Hello all, I hope to see you at the webinar on the 3rd of November.
In one hand it is really exciting as I am missing real info on progress and expectations and to reassure current investors. And I am really looking forward to hear from the companies themselves.
On the other hand it is a little scary if this is a warm up / road show for more fund raising!

Hi Gerry, i also hold SREI, a thrid of what i have in EPIC, but now with the discount and the over 7% yield (assuming it can be mantained) i will be topping up SREI to bring it up to 2/3rds of EPIC.
My only other REIT is Target Healthcare, already 2/3s of EPIC. But this has only a 3.5% discount vs. NAV, compared to the huge discounts in SREI and EPIC.

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...

Well, i just increase my position by a 50% - It might be silly, but i love to see monthly dividends coming in.

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.

I am in NESF, so far quite good.

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.

Hi Matador, do you work for CFG?