Member Info for mytton

Not invested here but a sugar replacement should be a global winner - in a multi $bn market.
Yet nothing seems to be happening.
If the co focussed on Sweetbiotix it could be worth investing in for that product alone yet there seems no sense of urgency as time passes and cash runs out.
Anyone got up to date info on Sweetbiotix?

copper outlook good.
I have been looking for cu stocks in addition to CAML.
anto and kaz have issues, pxc needs funds so I got a few PERE today. it's risky as profitability as yet unconfirmed - but the directors have skin in the game and mining has commenced unlike pxc.

H-Hi
Can I ask if you have written or emailed him?
If yes, would you share the main points you raised?

rns
any comments on cash level?

FT article "Have we reached peak meat?
... Yet it might not be demand that ultimately determines when meat consumption peaks, say analysts. Limited by land and water usage as well as climate change, production of meat from animals as well as the crops that feed livestock cannot go on indefinitely, says Bahige El-Rayes, a partner at consultancy AT Kearney.

“Production of meat from slaughtered animals is set to peak,” he says, adding: “The only way to satisfy demand is alternative supplies [of protein].” Many food and agritech specialists share his view that substitutes made from alternative sources, including plant proteins, cell-based meat which is grown from animal cells, insects and microbials, are expected to meet the increasing demand."

"could be"
the market for meat alternatives could be worth $140 billion by the end of the decade, Barclays estimates. 

https://www.linkedin.com/pulse/big-ideas-2020-facebook-amazon-netflix-more-business-trends-roughol
item 7: "The real game-changer within the next 10 years? The arrival of cultured meat — beef, pork or chicken grown in labs from animal cells without slaughter."

Yield 7%
rns - further successful lettings 3.0% ahead of expected rental value ("ERV")

oritain mention
https://www.bbc.com/news/uk-scotland-scotland-business-50866747

BBC were interested in @oritain technology that #LochDuart uses to fight against some wholesalers passing off cheaper salmon as our delicious stock.

https://twitter.com/LochDuartSalmon/status/1209164317091926017?s=20

https://twitter.com/oritain/status/1209196736306204672?s=20

SP creeping up. Hopefully 5.2 was the low point.
Any one of the investee companies could announce news unexpectedly even Oritain. When ANIC invested in Oritain I wondered what they saw in it - on the face of it not attractive, not even a start-up. Been going 10 years and loss making. Presumably there is something in the pipeline to justify an investment - an order maybe or just increased turnover. Will just have to wait and see.
When news comes will be too late to get in at this level

Merry Christmas!
https://mailchi.mp/353e63d02b4f/agronomics-december-portfolio-update

Maybe with HSTN being taken over people are moving over to STP.
Recent RNS (on same day as hstn offer announcement ):
The disposal is in line with Stenprop's strategy to become a 100% UK MLI business via the sale of all non-MLI properties in its portfolio and the reinvestment of the proceeds into UK MLI properties. 

If you goog le search 'milk protein lab ' you will see there are a few companies investigating lab grown milk

It just needs one or two of ANIC's investees to succeed...
Which will be first? BlueNalu with its fish protein or maybe people have overlooked Bondpets? Less rigourous regulations for those doggy treats!!

Investment in Meatable BV
Prototype bio reactor mid 2020. Full scale production 2025.

Blue Nalu - production in 18 months.
Bond Pet Food - production expected Q1 2020

STP Stenprop MCap £360m. Yld 5.5%
Asset disposal yesterday: The disposal is in line with Stenprop's strategy to become a 100% UK MLI business via the sale of all non-MLI properties in its portfolio and the reinvestment of the proceeds into UK MLI properties. 

Best to wait and see.
In the meanwhile what other REITs / prop cos are most undervalued?
CLI STP SHED WHR ?