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I don't this is competing for the health space to be honest, and I don't mind an ultra processed bean burger every now and then.
I reckon the technology in this lies in the fact that you could make "healthy" meats, for example carcinogen free red meat, with all the problematic fats removed (and replacing with healthier fats), healthy bacon would fly off the shelves. Anyway that's speculation and much further down the line.
Yes, all the veggies saying eat Plant based meat are missing the point its ultraprocessed food. If you want to eat plants then eat them in their "raw" state which must be the most healthy. (Raw includes boiled or heated up but not smashed to a pulp and made to look like a burger, this excludes mashed potatoes obviously )
Worth a read!
Talks about addressing the need to appeal to meat eaters…..and acknowledges plant based foods are ultraprocessed
https://www.telegraph.co.uk/news/2024/06/25/pork-sausages-blended-fake-meat-to-tackle-climate-change/
Bruce Friedrich tries his best to convince Baroness Worthington but I got the vibe she wasn't having it and all we need to do is persuade people to eat Lettuce. Perhaps her like are why ANIC isn't taking off. The new Liberation Lab cannot come soon enough. https://www.youtube.com/watch?v=7jKzFXaEmJ4
Couldn’t agree more StopAnimalAgri!
So nice to read so many posts that echo my thoughts. I'm no big timer and typically by 1000 shares every month! The Mellon negativity always confused me simply because he stands to make the most from price rises, I'm sure he is as aware as most of us that its taking a bit longer than first expected BUT its all still alive and moving forward.
You can clearly see that the spread in the portfolio was Genius as meat (the holy grail) will be a few years after fermentation, Pet food and process capability.
I'll keep buying regardless of the price, if it pays off I'll retire early. If not then hey ho.
As Buffet says, if it don't make sense then just buy more!
Whispers it,buys outstripping sells
Https://meatable.com/news-room/
Looks like meatable are getting serious about their scale up plans in Singapore and the US, adjusting their leadership team accordingly
Https://www.tipranks.com/stocks/gb:anic/ownership.... that's encouraging!
Have been watching anic closely, looks like something which could take of in the near future but share price keeps on dropping?! Anyone know what proportion of share are publicly owned?
Difficult to see any positive side in this whilst the sp hits a 3-year low..
The Future of Foods Interviews has interviewed a few of the Agronomics portfolio companies. Definitely worth following on Youtube.
Yes it’s a very impressive interview. Mark Warner is a highly intelligent and knowledgeable guy who presents very well. I was always confident Liberation Labs would be one of ANICs star portfolio companies, I am more so now.
Maybe an incy wincy bit of credit to jim mellon. He identified the bottleneck in the industry and acted on it. Without Liberation Labs a lot of other companies would hit the buffers when it came to production,
Really good listen this. Mark speaks very well and it's obvs a wealth of knowledge on the subject. Some figures of interest to me were the finish product quantities. 600 to 1200 tons per run. To put that into perspective, Solar Foods can only do 160 tons in a year. Identifying that scale up was an issue and actually addressing it by starting liberation labs was intelligent move by ANIC and I personally regard liberation labs as an ace card in the portfolio. Really exciting company. Really looking forward to seeing some of their news feed and linked in posts come Q2 2025.
For those of you that would like to try one of the products in this field of investing, whey forward (my protein)produced by Perfect Day is available in the UK. Whey protein via precision fermentation.
I've had it myself. The powder looks and smells the same, it mixes well and it tastes just as good as any flavoured protein shake. I'm not sure if it's just in my head but it seems to digest a bit smoother, perhaps due to having no lactose. Who knows.
The price is a bit steep. 13 quid for 500g but it is being shipped from the US.
Just an added note. This is actually really exciting to me. I've been holding this stock on and off since 2019. Following every bit of news and sounding like some sci-fi but when trying to explain it to anyone I know and now I actually have a product in my hand. Feels like the future has arrived.
Looks like my grammar is terminal as well, more apologies.
BMB thanks for clarifying. Cult does look terminal, but maybe their are some good assets in there that can be picked up for a song.
Don’t get me wrong, I wasn’t thinking of investing in Cult (for those reasons) just super curious why in spite of that they manage a 300% increase in six months from a similar bottom to the one that we’re currently heading to!
Cult last accounts showed no cash, audit going concern qualification and suppliers and private lenders being paid in shares, which is also how management get paid. Good luck with that.
Seems strange to see this not go down today ..... there's always tomorrow
Well.. it doesn’t *have* to be at a premium to NAV.
Having said that I believe they would struggle to reach the 75% since the shareholder register is even more institutionslised than in 2020 with a mandate for public listings. Hence they could not hold private listings & vote against.
That’s pink sheets - venture is a proper electronic market with MM’s & decent liquidity.