Member Info for RyeSloan

An amateur phycologist would say that glancing up and to the right when saying something indicates a lie. Mark does exactly that when ‘correcting’ himself to say 97% after his 100% comment.

Not exactly a robust buy indicator of course ;-)

It’s not irrelevant if you hold 30% weighting even if the other 70% would be enough to retire on! That’s like saying anything over and above what constitutes my minimum retirement income holdings is irrelevant in my portfolio..I can assure that’s not the case!!! And that’s before you consider what you mean by total wealth…that surely includes more than just what might be in someone’s SIPP or whatever.

Anyway my portfolio weighting is 10% or so. But mainly because I’ve been lucky enough to be here since the 5p days. I’ve not sold a bean in the way up and don’t intend to for a long time yet.

As for an 85% weighting to government bonds…urmm no thanks at this stage of my life thank you very much!

AJ Bell always seem to credit AAF Divs 3 days late, backdating the receipt. Any Auto Re-Invest will take place 2 days after the late receipt date.

To be fair to AJ Bell they are normally pretty good at dividend crediting and their +2 day auto re-invest across a wide range of shares so I'd be minded to think that for some reason it is indeed how AAF credit these monies to them rather than the platform themselves.

And there is yet another Grafysorber contact.

I believe this tech alone will be a company maker and hopefully we shall see this increase market penetration over the rest of this year.

Picking the winners is the hard part for sure! Yet that’s why the portfolio approach of ANIC is your best bet and you have to trust Mellon and his team to put the right basket of companies together.

We also have no real alternative. Yes we can see other companies out there but they are not directly investable for the PI’s so if you like this area then all you can do is hitch your wagon to ANIC and pray ;-)

Also I’m not sure ‘first will win and it’s just a commodity’ is overly accurate. The way I see it is that achieving some sort of product is the ‘easy’ part. Achieving a very good product, at scale, at the right cost is going to take a hell of a lot of IP and it is those companies that will be the long term winners. I’m confident ANIC will end up with some of them in the portfolio.

Market seems unperturbed by this delay / additional cost…heading to an all time high today!

That might change once we get the detail on the size of the overrun and the timescale to resolution on Hull right enough!

The share price has rarely been higher…barring a couple of short lived spikes.

If money is raised I’d like to see that used to accelerate the grafysorber market penetration…that looks to me like the quickest route to some serious income.

All looking good here though and I’d expect any fund raise to be able to be placed at minimal discount. More than happy to continue my long term hold and see this one play out.

That was me RWT….on investigation of the lovely FCA handbook and rule: DTR 5.8 Procedures for the notification and disclosure of major holdings it would appear it’s meant to be two days following the transaction.

This however is probably the most abused rule on the market! Still I would have expected any serious II to have followed the rule so I’m now rather curious as to the lack of one and where the shares went.

On the flip side it’s worth remembering that as the placing was done at such a high SP compared to previous the shares issued were only c50% of the new issued capital. So it’s feasible that no single entity took more than 6% of the new offering…unlikely I would have thought but feasible.

I suppose we may also find out if and when ANIC update their website on significant holders.

Blind faith that Blue Nalu’s tuna is not going to be more acceptable than insect protein…Hee hee pull the other one.

And environmental factors are not, to me at least, the main driver here. I reckon it’s very clear that there is multiple benefits to CellAg over traditional methods. Lower greenhouse gas emissions is just one of a very long list. It’s also not just about meat…there is multiple advantages in growing leather for example compared to traditional production.

Even that article you quote seems to accept that lab meat will have a place despite its main thrust suggesting that it will be limited due to the obvious solution being everyone goes veggie instead or poor countries will still need a cow to pull their ploughs!

We also have a big investment in Solar which is producing protein from CO2. So again many strings to the ANIC bow.

I’ve seen the counter arguments but I’ve also seen these types of arguments before. The naysayers that laughed at the thought of everyone needing a mobile phone, the people that laughed at the thought of EV’s ever becoming a serious contender to the ICE or those that thought the car would never supplant the horse…they were all wrong and I’m firmly of the belief they are wrong about CellAg as well. The tidal wave of investment and the breakneck speed of the R&D tells me this is already an unstoppable development, hence why I have been here from the start and intend to be here all the way through to the many more riches that lie ahead ;-)

Well we shall seeing thing for sure it’s goi g to be fun finding out!!

But I think you are being overly pessimistic in the value that these companies will add in terms of their growth and the IP they will create along the way.

I actually doubt Blue Nalu will IPO so quickly but I also doubt that their expected IPO valuation is fully priced into ANIC SP currently.

ANIC also has any number of plays here so even if you think Blue Nalu is somehow solely responsible for the premium then you are stating that every other holding is only being valued at cost…that in itself would suggest to me that there is therefore plenty of upside in the near and medium term!

In other words I seriously doubt anyone will need to wait another 10 years to see a serous return here (assuming they are buying today and have missed the hundred of percent return that has already been accrued!)

It’s worth remembering that this share has gone from 5p to 23p already so not everyone has had to wait 10 years for meaningful returns!

I’m also firmly believing that BlueNalu will not be a ‘failed startup’ and could add significant value here alone in the next 1-3 years not a decade.

Quite what the value of the company will be in 10 years? Well on that we can agree…there is a small chance it will be somewhere in the stratosphere as we rode a massive globally disrupting tech all the way up. But there is a also a chance it won’t quite be as lucrative as hoped…that however will be down to the stock picking rather than the concept. CellAg will go mainstream, of that I have zero doubt.

It’s literally the first thing on their website!

Try this link:
https://meatlessfarm.com/crowdcube/

It’s a good point…the argument on lab meat often defaults to that thick juicy steak and the issues and challenges to get there.

That though is the highest of bars. There is a whole swathe on mega billions of market between that and the kind of product that Solar are looking to produce.

And that’s before you look at the derivative markets like leather or non food like cotton etc.

The whole opportunity here is absolutely ginormous and there is many billions to be made well before anyone can grow that thick juicy steak at competitive prices…in fact I don’t even care if the tech never makes it that far. It doesn’t have to in order to be massively disruptive and highly profitable for us as investors.

No where does he claim that Kansas cattle production is carbon negative.

His main thrust is the standard measures used to measure greenhouse gas impact may be flawed or at least don’t give a full picture. That’s all well and good but does nothing to support the Kansas claim.

But he clearly states ‘ Very high levels of beef consumption are climatically unsustainable’….a strange claim to be made if Kansas has magically created a carbon negative process would it not?

So yes I can happily dismiss the claim from Kansas as this paper simply does not suggest anything of the sort nor does it in any way put forward any argument relating to Kansas directly.

Oh I think we can be dismissive of a claim that Kansas meat production is carbon negative. I doubt there is actually any empirical research that proves that claim.

I think we can also be dismissive of any analysis re the carbon footprint of lab grown meat being many times higher. That cannot be based on anything but the most negative view on efficiency and the type of energy used.

In fact the lead players here put it rather succinctly at the end of this article:

https://www.cnbc.com/2019/10/19/lab-grown-meat-could-exacerbate-climate-change-scientists-say.html

What’s the timelines for TR1’s?

I would have thought we might have seen one or two come through after the shares hit the market last week…

Hector - That update for ‘another corporate action will be created’ is from 17th May.

I still await the warrants to show on my account. There is no rush I suppose but I’m not sure why they credited the shares but not the warrants at the same time.

I’ll give them a day or so to get the house in order before I ping them a SM.

Zips - Any sign of the warrants on your account? I can see my shares and money back but no sign of the warrants...

Nope. They are never the quickest on CA settlements from my experience.

No movement from AJBell on the shares so far but I’m curious as to how II have allocated your warrants into your ISA.

Warrants are not eligible to be held in an ISA wrapper. AJBell have informed me they will need to be held in my trading account instead.

We’ll see what happens once AJBell get round to allocating the shares...