Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hello RWT2,
I think animal welfare it is one of the strongest arguments. As you well say morals and ethics are a big spectrum of greys.
If there are no alternatives, behaviours would not change for the majority, only for the most committed ones. But when given a satisfactory alternative to those needs/behaviours, things change pretty quickly.
The vast majority of us have no idea really of how the animal protein and fats industry chain really works. There is no interest either by economic and political forces to do talk about it, with brutal realism understandably so.
But when a real alternative is available, at no cost of convenience or price is available that can be marketed, explained etc. and it can be (I think it will totally be) a landslide towards the “more ethical” alternative.
All things equal, the fact that it will spare suffering to millions of sentient beings will be the key argument in my opinion. Together with the positive environmental impact of course. Ah, and the avoidance of avian flus and the likes, and food supply security and…
Actually, you know what you might be right, it might be (I don’t think so) one of the weakest arguments in our quiver, but still a very powerful one!
And once again thanks for your posts to keep us thinking!
These news coupled with a bonus received yesterday made me buy another 25K shares right now!.
Well, this was planned long time ago, bogus the bonus did not come when they were at 15... - I was thinking whether to put my growth budget into another segment/company but I can not see anything more exciting than ANIC.
Particularly seeing the last couple of months new investments.
Now on to buy old man dividend stocks to counterbalance!
Yes RWT2, those points on why investing on dog food are very valid, but not the only ones, also:
1) Believe it or, for top brands quality control and precision formulation is very, very important to deliver the desired benefits for animal health. Being able to control, constantly, the nutritional values of proteins are fats would be a massive unlocker of simplicity and precision nutrition.
2) Even the bits that we don't use for human consumption are getting more and more expensive. And there is more and more competition for them.
3) It would help massively to those who have a moral conflict between increased pet ownership and the need to slaughter more animals to feed them.
I really think this has huge potential and indeed with faster adoption that cultivated proteins and fats (fats are very important) for humans.
In this case "our dear leader" is totally on the money. :-)
The dog food investment really excites me. I work in the industry, finding a reliable and abundant supply of proteins and fats with the quality required is a big challenge to sustain the growth, to say the least.
The ability to get on demand exact quantities of tightly controlled specifications proteins and fats is a dream for any purchasing and supply team.
On top of that is the whole ESG and animal suffering dilema. Normally per owners are much more sensitive to animal suffering than those who don’t, and indeed many question the morality and sustainability of an ever growing number of pets. This solution would bring a lot of comfort to current and future pet owners.
And I think the barrier of entry to feed a pet with cultivated meats is less than to feed humans (I’m talking about the potential perceived “yuk,puagh “ factor.
I hope we go bold and big on this area.
Britain is one of the most developed and sophisticated pet food markets, these are great news in my opinion.
By the way I really like RTW2 posts. They might be on the slightly negative and suspicious side, but offer another perspective and counterbalanced to very optimistic and perhaps a little naive people like myself in regards to ANIC
Hello RWT2,
I echo what you are noticing in your company. Same in mine, steel for big engineering of food manufacturing is in high demand and short supply now.
It will be an issue for a while, but it will sort out with time I hope within a year or so. It will have an impact though on the speed of scaling, agreed.
What I think JM is right is on the need for the countries for food security and the need to change policies and reliance on other countries, particularly if they are not "allies"
I for one feel quite pleased to see that the investments keep coming in promising companies.
I think the plan continues irrespective of the ugly current situation. As it should be.
If not the share price at the moment, let’s enjoy the process!
Despite the very upsetting situation of my portfolio right now, and ANIC a leading source of paper loses, this is the investment that concerns me the least.
I assume most of us invested with a 5-10 year timeframe here, so obviously it’s quite upsetting but not terminal.
Ohter posters wrote to Evraz and the reply the got is that they "still can pay have the means and is techincally possible, but they do not know in the future"
I am not buying for this dividend. It might get paid or not. If the Russian biggest shareholders get their assets frozen I doubt they want the money seized immediately, i assume they would prefer "the company" to own it still, and used to compensate current loss of business or pay it at a later date when it can be "safely theirs".
I buy because unless the company totally collapses, its value is much higher than the current price, even with Russian assets and operations discounted. (I think and hope!)
A lot of the rampers might have left the building. I just doubled my number of EVR shares right now.
I can afford to lose it (not that I want to of course or would not pain me) but the risk reward is enormous here after spending the last 3 days thinking about it.
Even if it takes 5 years for the dust to settle, the Russian assets are scrapped etc i think it was worth the risk.
I will not tell my wife though.
Does the geographical revenue split (I understood about 35% comes from Russia) match the manufacturing volume split?
I mean if it ceases or finds impossible to sell volume produced in Russia, what impact would that have in total revenue?
If anyone knows I would be very thankful
I am trying to access the EVR website to listen to the conference. But i cannot access it, i assume its protecting against cyber attacks.
I want to check if the claims made by Calamari and other posters that EVR cash to pay dividends in held in Russian banks are facts.
According to the posters it was clearly said in the results conference.
Has anyone checked? Is it true or just speculation?
I think this is just a way to put enormous financial pressure on those who are seen as influential to Putin.
What the west is doing is demonstrating they can crush and collapse anyone without the military.
Unleashing Financial chaos.
I can see Putin going out when his “circle of trust” decide to turn against him.
It might happen soon
Thanks RWT2 for the context.
Perhaps saying philanthropic is a bit rich, agreed. But I don’t think he is doing it just for the money.
I am not saying he would do it if there was no money , neither that he does not like his moneys. But he seems to have genuine passion and interest for the subject and to make it successful.
Perhaps I just am naïve, who knows.
I for one would not know how to invest in this space if it wasn’t for Agronomics. So if he gets the right investments and my money helps the change and I get well rewarded, he can take that 15%
Thanks for sharing, I really like that. I agree that market is huge, huge.
I think Mr. Mellon is doing his work very well, and yes I am sure he wants to make lots of money, but whenever I listen to him I think he has as well real "philanthropic" motives for a better world.
I like we are still concentrating on substituting animal protein with cultivated protein and not getting distracted by vegetable substitutes.
Not nice to see the price dropping to 17 now, but as i need to buy my kids shares, kind of ok with it.
Looking forward to see how they deploy the rest of the money raised.
Dear Agronomics fellow investors,
Today my last automated order triggered and now i hold the 100K shares I had as a target.
Unfortunately my average is 22.9, but lacking any other reference I thought that getting at par with the warrants would be ok for the long term.
I keep thinking there is no theme or industry that could be disrupted as much as cultivated protein (well perhaps the gene editing innovation), I hope I am right not just for my moneys, but for the many reasons you have all posted before.
Idg69 - We posted before about getting some shares for our kids ISAS. As soon as vanguard transfer them to HL I will do so.
Sorry for sharing something so trivial, but I am quite happy with reaching the target and no-one else shares my excitement at home (only my oldest child). Even if on paper i will need to nurture heavy losses for years I am sure It will pay off!
It seems not. Anybody with experience studying this reit that could help? I am exploring different reits to make a little portfolio, but I find it very difficult to discern which ones are well governed and which aren’t…
Thanks in advance
After a lot of doubting on which reit to invest I decided to start a position in this one. If there is something we won’t be sort of in the future is of older people wanting decent accommodation in their late years. I’m looking for stable and reliable income. So I took this gamble. Let’s see!