Member Info for kuentai

What's this, someone proposing using actual numbers, prediction and math, outrageous Hector! Meanwhile we have someone shilling insects and fungus, whose own articles state both 'mycoprotein production process stands no greater chance of feeding humanity than cultured meat' and that clean meat 'depends on the availability of decarbonized energy generation.' I.e. it is a massive improvement as long as it uses renewable energy, no **** sherlock, that's the plan!

The vast majority of people want meat, not insects, not fungus substitutes, they want meat, they want it cheap and they don't care where it comes from. That is the research and the state of the world and that is the problem we are solving here.

NAV is determined at point of purchase and is more of a negotiation for the company to raise the capital it needs, they work out a valuation but it's still at best a minimal guesstimate and always vastly better than what retail inevitably pays on IPO because it is riskier and earlier. This valuation is also based on when they invested, which could have been years ago.

Valuations, NAV, ppe are what investors look for to find undervalued stocks of companies that are already established, that have revenue, growth expectations. Early tech investing generally ignores that because the growth in a winner is expected to be so parabolic that any valuation gets left in the dust daily.

Anic is in a unique position because hype is building around clean meat but there is only one outlet for retail interest, it is somewhere between private investing and an IPO, spiking the price. They have been diluting their shares to raise capital for more investment and every time it gets bought back up again.

Is the price going to continue to spike and dip? Absolutely. Do I think it's going to crash this close to Blue Nalu and others hitting shelves? Absolutely not, and if it does I'm going to buy a ton. When you have, as mentioned, Oatly with the $10 billion ipo, impossible, beyond etc... All in the billions. ANIC owns roughly 5% of each of it's portfolio companies, even if only 1 ipos at $10 billion and the rest of the companies go to 0, ANIC stock would 3.5x from here.

https://old.reddit.com/r/wheresthebeef/comments/n3z3om/clean_meat_is_at_the_brink_of_revolutionising_the/