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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...

I think it is general market sentiment towards growth, innovation and risky bets.
Look at AMZ and other tech shares...
I think we need to close our eyes and skip to 2025...

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.

And apologies for my fat fingers I’m in a plane back to uk after having listened for days about quality protein and fats serious scarciy and costs…
Just saying ;-)

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…

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. :-)

Definitely 100cups, that’s why I keep chucking money at it, as you say as a retirement play!
So far I find this board very civil and informative. Unlike some others in lse…

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

Petition signed. Because the company wants it to be tradeable again.
I am actually quite happy with trade suspended and wait until things evolve further.

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.