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Started: Desertsands, Today 12:13
Last post: Blobstinger, Today 13:17
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/
Started: PurpleKenny, 20 Jun 2024 08:27
Last post: PurpleKenny, 20 Jun 2024 08:27
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
Started: pommefrite, 18 Jun 2024 09:16
Last post: BMB5DJO, 19 Jun 2024 12:47
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
Started: idg69, 15 Jun 2024 08:38
Last post: crisplex, 18 Jun 2024 11:53
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.
Started: BMB5DJO, 18 Jun 2024 09:13
Last post: BMB5DJO, 18 Jun 2024 09:13
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
Started: Joesbg, 14 Jun 2024 20:32
Last post: Joesbg, 14 Jun 2024 20:32
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.
Last post: Peterrr, 14 Jun 2024 11:17
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.
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.
Started: Shapester2, 13 Jun 2024 16:02
Last post: Shapester2, 13 Jun 2024 16:02
Seems strange to see this not go down today ..... there's always tomorrow
Started: BMB5DJO, 5 Jun 2024 19:11
Last post: Joesbg, 8 Jun 2024 13:43
The article states that solar foods can produce 160 million tons a year. Solar foods themselves say it's 160 tons annually. Somebody got carried away obviously.
Https://www.notebookcheck.net/Solar-Foods-opens-cellular-agriculture-factory-to-grow-Solein-food-protein-using-microbes-fed-air-with-a-touch-of-minerals.842384.0.html
Does anyone know the variable costs of production. The article seems to suggest fixed costs of Euro 0.25 per tonne, which strikes me as ridiculously low.
I would say that the non-meat side will be the first to generate returns but in time I would expect the meat to be the bigger opportunity but only one or two companies need to work for me to be happy
Think this share would fly without the lab grown meat investments. Liberation Labs, Lab grown cotton, leather and chocolate are great agronomics investments in my opinion.
As much chance of that as Mellon investing in lab grown flying pig meat oogleflugal.
Started: dazzle345, 7 Jun 2024 12:31
Last post: Weighitup, 7 Jun 2024 17:04
Hi Dazzle345. You're comparing chalk with cheese, uk to Canadian trading. I just feel sorry for the genuine animal lovers who have seen this share go from 35p to 7p, whilst Jim Mellon has raked it in by the MILLIONS. Anthony Chows statement also doesn't ring true for one minute. Agronomics can possibly 'stand still' for the next 5 years. The sp has now got so low that Jim Mellon can again put in a low ball offer to buyout the company and he can half the sp whenever he wants by selling big chunks
Although Agronomics' stock price has not done well recently, the similar Canadian company CULT Food Sciences Corp has climbed 350% since the start of this year. Given that they both invest in the same sector, and sometimes in the same companies, this is surprising to me. Any thoughts on this discrepancy?
Started: AS_TRADER, 28 May 2024 13:05
Last post: idg69, 5 Jun 2024 11:34
The planet does not have enough available water/farmland to cater for a growing population increasingly eating a meat and dairy intensive diet to continue in the current vain. New methods of meat and dairy production will have to prevail just to cater for a growing population/trends. I for one am not worried about the available marketplace for PF and Cell Ag products. These products will end up in foodstuffs and no one will be the wiser of how they were manufactured. The meat lobby in the US will naturally kick back but the world doesn't revolve around the US despite what the US might think.
I think China has very few in the precision fermentation space, couple of dairy startups I have looked at and has stricter GMO regs than the US, no won't get a jump on ANICs portfolio. I think protein as a food additive has more commercial legs than creating a steak or a piece of fish with less vested interests up against it and ANIC has enough invested in that space to get traction.
There is no chance the US government will allow itself to fall behind China when it comes to such important and revolutionary technology, opening it up to a position of vulnerability in important elements of its food supply because of swine fever or bird flu. All nations are going to seek autonomy (renewables) when it comes to energy and agriculture (precision fermentation).
East Coast & West Coast USA won’t ban it. ANIC need to figure out a way to get the SP into the money w.r.t to warrant strike price..
I’m not sure that’s necessarily true skier. There are other jurisdictions, south east Asia in particular and the Middle East, where PF and cell ag are already establishing a foothold. Singapore in particular is embracing the new tech and pushing forward. We don’t need to conquer the whole world for ANICs valuation and SP to get to reasonable levels. Meatable look like getting regulatory approval there shortly. Solar foods is already approved and commercialising. Blunalu to follow shortly. That combined with liberation labs coming on line within twelve months and generating a revenue stream should help to turn the ship around
Started: AIM_higher, 25 May 2024 10:09
Last post: oogleflugal, 27 May 2024 10:33
Aim you are not correct on either of you points. A billion is 1000 million. Anic currently have under 80 million shares in issue which is not actually many for a company this size. The CEO quite clearly stated there were not only no plans to raise further funds , but they would not consider it an option at the current share price. I believe there are still exercisable warrants that run out soon. The deadline dates have been extended once. I don’t know if they can do it again. Those prices were at 25p and 30p from memory. The nav is about 100 percent higher that the current share price. Any single holding they have could be worth their current market cap if proved commercial . There is a long way to go yet.
There are currently no plans to issue “billions more” shares. Management have made it clear that there won’t be any more fund raising until the SP is greater than the underlying Nav. As and when that happens, there isn’t a dilution effect anyway.
Pretty simple really? There are 1bn shares in issue. Correct? There could well be billions more in circulation soon, thus eroding any future gains. What don't you understand?
@AIM_higher
I don't understand what you are talking about. Can you elaborate in more detail on the following statement?
"A billion shares in issue and more dilution coming due to the gravy train renumeration that has eroded the potential gains"
What are people hoping for here in say 5-10 years, SP wise? A billion shares in issue and more dilution coming due to the gravy train renumeration that has eroded the potential gains, but do people think £1 is a conceivable price target still?
Started: pommefrite, 14 May 2024 15:33
Last post: pommefrite, 14 May 2024 15:33
Beyond meat 🍖🥓🥓 up 22%, maccy D down .50%, dog food rollout imminent.
Time to get excited 😆
Started: watsonwatson, 10 May 2024 14:44
Last post: oogleflugal, 13 May 2024 18:07
Elementary my dear Watson. Quite a few of us fell into the trap of investing in a good idea. It was trading at 6 x nav at one stage which was crazy. Now trading at half its nav which is also crazy. They are appalling bad at being realistic about when product comes to market. Blunalu were going to have cell fish to market end of 22. Still no sign . Meatly was supposed to be in the shops at the beginning of the year with pets at home. None of this failure on timing sits well with markets however good the idea is . Just look at what’s happened to the ceramic disc company and the electric motor company. Terrific ideas, hopeless management. I would expect better from Anic with the extortionate fees being paid to Shelby
Subject to this not being taken private by Mellon and Friends or being taken over (which I can't see) ANIC is a 5-10 year investment from my perspective. I'm just topping up and drip feeding money in over the next 12-24 months and then I'll just leave it to incubate another 3 and then review it when I'm 60 (5 years time) It might just make my retirement a little more pleasurable. Our share in Liberation Labs alone will be multiples of our current market cap in my humble opinion. GLA and enjoy your weekends in the sunshine.
I do believe that ANIC and BSFA will eventually amount to something. Both have more than just meat to offer.
Having said that the timeline is going to be a lot longer than I first envisaged. I seem to have a knack of investing far too early in what appears to be a good idea.
Regenerative farming will be pushed more than this tech will. It was being shown on Clarkson's Farm so going to be more in the public eye. These clean meat companies aren't really doing enough I don't think. Shame. Seemed promising.
Same as always though, the wider market has a good day but POS like this stock goes down, same with BSFA. Lord Melon doesn't help matters with ANIC. Can't believe there's folk still holding on.
I see from a report on the BBC that BSE is back in Scotland. Maybe it never went away.
After all the dirt and dodgy reporting why not use this to promote lab grown meat as a clean alternative that consumers can relate to.
Started: Arthur2Sheds, 7 May 2024 08:28
Last post: Peterrr, 8 May 2024 16:17
My bad. I was also adding in the biomass fermentation expansions in the US, which skewed it a lot. For precision I agree not much at scale in the US mainly pilot size. Not to say there are no other options, Perfect Day bought an Indian contract producer rather than build in the US or keep using Olon in Italy to bring down costs.
Could you provide any links? Names of companies etc. I'd be interested to read about the other precision fermentation facilities.
People are already consuming the products from precision fermentation globally , they just don't recognise it. Aijinmoto's turnover in this biotech area is 200b yen per year growing at 20% pa. But I take with a grain of salt the claim that Liberation labs has open access to unmet demand. Maybe I'm wrong but a quick google shows a number of other large plants at a similar stage of build.
It's still relatively very very early stage, people need to see it physically in a shop in a large scale before the "hype" sets in. Like with AI, it's always been in development and existing before chatgpt, but chatgpt was the thing that got direct interaction with the public from which AI then took off. Still many years to go...
“What will it take to convince people…” providing solid scientific evidence and blind test results that cultivated meat and precision fermentation are safe to consume and with the same cost and taste as real meat/ seafood. If the approvals are received from either BRICS, or EU or US governments then the share price will rocket much higher.
Started: bb143, 4 May 2024 21:23
Last post: StopAnimalAgri, 6 May 2024 12:48
The good news in this is that they believe it will happen. Hence the ban.
It can be banned in 20 US states for the next 20 years, none of it will stop progressive countries welcoming it nor will there be over supply due to less customers
It's gonna be a long fight. Dinosaur politicians are turning meat production into a culture war.
https://www.bbc.co.uk/news/world-us-canada-68947766.amp
Started: Futureater, 30 Apr 2024 12:53
Last post: StopAnimalAgri, 2 May 2024 12:26
State bans and country bans will not in anyway impact the supply/demand. It will take decades to upscale to a point were even 50 countrywide bans will make any difference.
Italy ban is just lip service to the farmers to win votes, when the EU says its OK then Italy have to follow. I'm sure this is the same for the US state bans.
As Oogle says importing countries of which there are plenty will drive it forward and that will be enough to grow the industry.
Even some export nations like the Netherlands are heavily invested purely due to environment, the environment is a huge concern generally in the EU.
Meatable I believe recently did a taste test with 33% lab grown meat and 66% plant based V real meat and 52% got it wrong. In context some sausages in UK only have as little as 38% pork, 50%is common. So do we really need 100%?
I cant see failure when countries like China, UK, Saudi, Netherlands for example are clearly on board. Only battle is Environment v Farmers. I can only see 1 winner
Quite correct RW there will be opposition to a disrupter. As Bluehorse points out , it will
be mainly a battle of economics. Countries that have to import most of their food are already heavily invested . Those unfortunate enough to have USA chlorinated chicken and whatever that stuff is they produce in Norfolk with outlets in M&S, Tesco etc as a part of their daily diet will continue to do so until they are offered something cheaper and probably better. The world is struggling to keep up with demand for chicken and eggs which leads into some pretty desperate and horrific methods of production. The point is we are already not producing enough food from traditional heavily anti environmental methods, never mind the next fifty years. Life is an uphill struggle . That’s what makes us successful!
I think you might be barking up the wrong tree, this will make money on precision fermentation, well before cell cultured meats. The supply hardware first, and then the production of fermentation produce...and finally if we are very lucky the cultured meat.
If we can sell a better product at a cheaper price then we will make money. The general public do not value the lives of animals they have never seen.
I think initially with PF and later with proper cuts of meat this tech can deliver but it will take some time. As a side benefit the planet will be better off.
When you say that this industry won't be allowed to fail I don't think that stacks up with current facts. Certain US states such as Florida and EU countries such as Italy are actively seeking the failure of this industry by banning cultures meat etc. Be in no doubt that this will be an uphill battle with immense opposition. The notion that somehow everyone will see the light and "do the right thing" ignores the past century or so of Western capitalism. For the record I am invested in this and very much hope it succeeds but blind optimism may not help others make an informed choice as to whether they should invest.
Started: ShareSocUK, 1 May 2024 19:37
Last post: ShareSocUK, 1 May 2024 19:37
In case you missed our webinar with Agronomics Limited (ANIC), the recording can be found on our YouTube channel: https://www.youtube.com/watch?v=ZhQ_MKZKSco
Started: idg69, 26 Apr 2024 08:55
Last post: Dearmal, 26 Apr 2024 09:32
Yes very true I'm thinking the same. Meat will take off in Asia much faster than Europe and States. But fermentation will creep in all over without any fuss. I was excited by the leather and cotton by vitro labs. Gone very quiet even emailed and no response. Will watch presentation later but disappointing if no real investor news on numbers mentioned. Not to mention Jim's payout.
Https://newatlas.com/environment/solein-protein-sustainable/
This is one of the reasons I’m invested here. These are the companies that will go on to radically change the future of food that the general public will have no idea it even exists. They will just merrily go on eating foodstuffs enhanced with Solein giving no thought to how or where it comes from. Cellular agriculture however will be all over the news with claims of Frankenstein meat and the yuk factor from the great unwashed and get a lot of bad press. Big meat will fight against it too with lobby groups and bans. Precision fermentation will be our saviour in the short to medium term.
Started: dominicusbenacus, 24 Apr 2024 20:25
Last post: HivedOff, 26 Apr 2024 08:50
I’d much rather be too early than too late. We’ll just hang on here waiting for it to catch on…
The world hasn't fallen in love with the Agronomics ethos we're about 5 years to early to the party.
Anthony Chow presented at the master investor show
https://www.youtube.com/watch?v=_5CgR9G-DDI
While addressing multiple critical points, the slides were carefully crafted and clearly in favor of Agronomics looking at what and how data has been presented.
Nevertheless he talks about some of the negatives. This is great.
However, the message is still the same: "We are victims of the macro env conditions" "We are going to be much better than the plant based products" "Yes the shareprice is bad -- however look how bad out competitors are"
No word regarding the fee structure and no word on what institutional investors feedback at this point of time.
Personally I would have loved to see more emphasis on their credibility and some examples of why Agronomics Ltd. is trustworthy and integer place to invest.
Started: dominicusbenacus, 18 Apr 2024 19:25
Last post: dominicusbenacus, 18 Apr 2024 19:25
There have been five "unknown" relative high value and value trades today.
Anybody can make sense of it?
or
Knows who that could be and whether these trades have been buys or sells?
Started: Desertsands, 18 Apr 2024 19:19
Last post: Desertsands, 18 Apr 2024 19:19
Started: Tezg, 18 Apr 2024 08:35
Last post: oogleflugal, 18 Apr 2024 12:35
Saucisson, salami , frankfurters , you name it’s all on the heart attack list! Italy has a huge export market for this stuff. That’s what should be banned. Anywhere that feels threatened is going to get hostile to agrinomical economic. There is no logical reason to ban lab meat . The market will sort out what people want, not the Italians or red necks
After a quiet period the sector is getting a bit more interest with this article today and the Mosa funding yesterday.
Encouraging, and maybe piggy isn't far from the market.
Flip side of the coin, did anyone read the article the other day where Italy is banning lab grown meat?
I wonder if that includes petfood?
Started: PensionDeficit, 18 Apr 2024 08:35
Last post: PensionDeficit, 18 Apr 2024 08:35
Meatable sausage tasting session reviewed in Times and Guardian today:
https://www.theguardian.com/food/2024/apr/17/slaughter-free-sausages-trying-the-latest-lab-grown-meat-creation
PD
Started: HivedOff, 12 Apr 2024 10:25
Last post: dominicusbenacus, 17 Apr 2024 16:13
@Dearmal
I did the same. I experience Anthony Chow to be very responsive so far even to critical questions . Also they added another section to their homepage regarding the fee structure. not really adding lots of information. However at least they try.
Another strategy I want to suggest is getting in touch with the major shareholders and ask how they see the situation and especially the fee structure. And then whether they would be willing to push the topic using their leverage. Because from what I know Anthony cares a lot about them and holds regular calls with institutional investors in order to keep them happy or aquire new ones.
Nutraco Nominees Limited 41,366,455 4.16%
Hargreaves Lansdown (Nominees) 40,579,646 4.09%
Chase Nominees Limited 39,239,575 3.95%
HSBC Global Custody Nominee (UK) 35,000,000 3.52%
It will happen...
We have another 30% to fall before we hit the initial SP, which honestly - might actually happen at this rate. That would be an 87% decrease from it's all time high in May 2021.
@dominicusbenicus
Appreciate your offer
I have been emailing them about slide, lack of care and fees but nothing of significance back.
…and another one!