Member Info for gonsan

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.

Or perhaps they just want to switch brokers?

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

We keep repeating to ourselves that this is a 5 to 10 years investment, at very early stages. But we are constantly refreshing and scanning for news. I know I do.

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.

What i am a little puzzled as of late is the massive spread between buy and sell price. Does anyone have a guess on why?

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

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.

A couple of weeks for the annual reports and financial statements. I hope they are saving a bunch of good news for then.
In regards to the big sales, as long as they hold the price I guess it is ok?

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

The fact that "institutions" like BR have a stake is very, very encouraging, very. I was very pleased seeing the RNS.
We are credible, it seems.

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!