Member Info for Hichis

Anyone in any other holdings similar to 4BB that they like the look of? Time to redistribute some gains…!

Final ExE race moved to U.K. 18-19 Dec

That article is very poorly put together and I wouldn’t read much into it. Very questionable arguments with distinct lack of scientific insight. Clearly a lobby piece. The reality of the sustainable transition is that, with a completely decarbonised electricity system, energy intensity is not an issue. Water, waste and land use with respect to traditional agriculture is much more so.

In terms of limiting emissions for our climate’s sake, we have to stop methane emissions now as they are more potent on the timescale that we have to avoid the worst effects of climate change. The article is talking nonsense about timeframe, all emissions must be halted from a net zero perspective and I see that being plausible with cell ag and near impossible with traditional agriculture.

RethinkX report again outlines why cell ag wins.

https://www.bluenalu.com/bluenalu-secures-60-million-in-convertible-note-financing

Just to clarify, agronomics is primarily invested in cultured meat and not plant based food. Rebellyous is the only plant-based investment in the portfolio. See more at agronomics.im

Definitely huge potential for disruption once price parity with conventional meat is obtained and the environmental/ethical externalities are priced into traditional ag system!

I’m not tripping right? There was a big trade at 3:58pm for 11.86M shares?

Yeah it’s a good read - the first chunk is very educational followed by a second half which lays out the key players in the cultured cell-based products market (meat / leather / animal products etc.)

Also recommend you check out Paul Shapiro’s Clean Meat book, the Good Food Institute’s website, RethinkX’s precision fermentation piece and the ‘Cultured Meat and Future Food Show’ podcast. All great for keeping up to date, on Twitter also accounts like @cellularclimate, @cellagritech, @NewHarvest etc. All good sources of info. Obviously Agronomics also have a Twitter page too!

Ah fair fair, my bad - hopefully goes up to 24M once in then!

Presume it’ll get posted shortly on share trades section but Yahoo showing it to be biggest trade over past 5 trading days with total vol today of 12.2M

And nobody discussing? Pls commence

Bloomberg article on Aleph’s cultured steak to be sold in Japan through partnering with Mitsubishi. Good start to the year! https://www.bloomberg.com/news/articles/2021-01-05/mitsubishi-partners-with-startup-to-sell-lab-grown-beef-in-japan

Mellon talks about how he’s sceptical of Eat Just’s management in his Moo’s Law book so on the fence about that. Not that EJ are a bad company just that their internal leadership battle was allegedly quite ugly early doors which doesn’t make for a flourishing work environment. Huge hopes for this stock nonetheless...

Last time I checked QS is still 0 revenue. So should expect some movement over the next few months for IKA, probably need a few more tie-ups....

QS hits $44bn

https://finance.yahoo.com/news/apple-reportedly-working-on-an-electric-car-sends-the-stock-of-this-bill-gatesbacked-battery-startup-surging-120235678.html

https://www.mosameat.com/blog/2020/12/7/series-b-funding-reaches-75-million-with-leading-global-impact-investors