Agronomics Share Discussion Threads

[davebowler] 08/5/2024 10:06

Great article here...HTtps://theoakbloke.substack.com/p/anic-ould-make-it-cheaper?r=1m6y3j&utm_campaign=post&utm_medium=email&triedRedirect=true

[1chrism] 07/5/2024 13:53

An article outlining details of Meatly's impressive in house media. Sounds as though they may be gearing up to produce it to sell to competitors.https://cultivated-x.com/pet-food/meatly-protein-free-culture-medium-1-per-liter/

[mjneish] 04/5/2024 22:27

Some news about Solar Foods.

[sharesoc] 01/5/2024 19:35

In case you missed our webinar with Agronomics Limited (ANIC), the recording can be found on our YouTube channel:

[1chrism] 27/4/2024 13:00

Link to Anthony Chow investor talk a couple of days agohttps://youtu.be/ZhQ_MKZKSco?si=WBFEXl2GEtR9iIzu

[elgordo] 26/4/2024 16:17

2-page cover story ("Tasty Profits - The future of artificial meat") in this week's Moneyweek magazine. A fair summary of the collapse in meat-free alternatives and the long road ahead for cultured meat. Concludes under the sub-head "What to buy" with -

"British investors are able to gain access via investment firm Agronomics (Aim: ANIC). The fund spreads the risk across stakes in more than 20 businesses... Yet this is a volatile sector and the shares are off three-quarters since a 2021 high as investors’ enthusiasm diminishes... While performance has been disappointing and the risks are high, the shares are still worth a punt as an opportunity to get in on the ground floor of the food of the future..."

[davebowler] 23/4/2024 17:06

Sharesoc are hosting ANIC presentation at the moment. Very encouraging. Liberation Labs is the great hope and expected to throw off cash next year.

[1chrism] 18/4/2024 12:17

The secular press will in the main review based on evidence whilst journals reliant on religious fervour must satisfy the thirst for excitement - and, in the US, their electoral paymasters.In plain English, bad press will prevail in the US and most EU states - lobbying groups, especially those with udders are very very wealthy and unduly worried. The UK is looking to review regulation on lab meat (which remains EU shaped for now), so even the salacious Daily Mail are not adverse to the idea - see recent reporting on Meatly. In fact it probably helps quite a bit that in the UK pets will be eating lab meat first.

[peterrr3] 18/4/2024 11:33

I don't think you're going to get any bad press from The Guardian. As for the cowboys working the other tabloids......

[livewireplus] 17/4/2024 20:26

Slaughter-free sausages: trying the latest lab-grown meat creationMeatable hopes its cultivated sausages will satisfy the world's appetite for meat without harming animals or the planethttps://www.theguardian.com/food/2024/apr/17/slaughter-free-sausages-trying-the-latest-lab-grown-meat-creation

[1chrism] 17/4/2024 14:36

First lab meat tasting in EU and its Meatable, ANIC investeehttps://cultivated-x.com/meat/meatable-history-first-company-hold-cultivated-meat-tasting-eu/

[1chrism] 17/4/2024 07:59

It was good to hear the other day, Anthony Chow saying there will be no fundraiser until the share price moves upwards. This, coupled with the knowledge that the cash runway is 10 years is sweet.And the bitter taste is of course regulation. Until Mosa got funding from PHW Group I would have suggested we all forget about lab meat regulation and still think it is a decade off. It's a combination of the number of governments involved and the meat lobby involved. See for example the French Agricultural minister avowing that France would only ever eat meat that had been alive (an odd perhaps lost in translation statement) whilst in the same week causing mass demonstrations from the community he profused to defend. He had if course hammered farming money.My point is, it wont happen in europe until they realise they are behind. The UK are looking at sorting regulatory process, but that will take a while. It will be the US and Asia where they have the need is greater (meat consumption and production are in stark contrast).ANIC of course do not depend on meat for the success of their portfolio. It will be dairy, egg and fish that hit the highs first. See Liberation Labs, Solar Foods and BlueNalu. Although there will likely be a couple of early meat wins but for pets: Meatly, Bond Pet Foods.

[septblues] 17/4/2024 07:53

Livestock companies investing in artificial meat

[peterrr3] 17/4/2024 07:07

Thanks ChrisBitter sweet as this isn't debt so a dilution for ANIC.And still no sign of Europe speeding up regulatory reform with the oxymoron of encouraging investment in the sector. I really fear they may cop out and need years of bulk safety trials like the Australians now do.

[1chrism] 16/4/2024 14:13

Not only have ANIC investee secured $40m they also have a traditional farm to slaughter company on board in the shape of ($3bn net) PHW grouphttps://cultivated-x.com/investments-finance/mosa-meat-raise-poultry-producer-phw-group/

[nakedmolerat] 16/4/2024 12:51

i dont think everyone here is a vegan pusher, there is no law to say you cant eat meat so what on earth are you talking bout?

lab grown gives people choice and yours would be not to eat it if do not want too

[halfpenny] 16/4/2024 11:52

BREAKING NEWS

Vegan and Fake Burgers are NOT healthy. High Blood Pressure by latest Study.

GO FOR HEALTHY REAL MEAT AND EGG PRODUCTS.

This is a disaster spent All the Cash, show us the Money...

[lennonsalive] 16/4/2024 08:24

Another one for the ignore list

[1chrism] 16/4/2024 07:50

Video on Solar Foods and Liberation Labshttps://youtu.be/D2yRDEUbm4U?si=C-G59jTo9RN16eHt

[superiorshares] 16/4/2024 06:48

Just popped in to say hello.
Oh look... after being smeared and denigrated , I happened to be correct.
The smearers and denigrators not only vegan pushers but must be Sanctimonious Europhiles as well.

TRUMP2024
SS

[1chrism] 15/4/2024 18:07

Fantastic news from ANIC investee Solar Foods. Factory production of Solein protein has begun. Essentially a production line equivalent to a 300 cow dairy farm.https://solarfoods.com/opening-a-window-to-the-food-industrys-future-the-worlds-first-factory-growing-food-out-of-thin-air-launches/

[1chrism] 15/4/2024 16:24

Agree and I think that is in fact going to be key for all of ANICs portfolio. BlueNalu is possibly the most advanced with commercial opportunities.There are a couple of key factors to keep in mind with Liberation Labs. Firstly, they are still building the factory and I think may be doing or about to do a fundraiser. Secondly, once they are built if there is a precision fermentation company on the planet that is looking to upscale, they will have no choice but to go to Liberation Labs.Factor one tells us why the share price is and will continue to nose dive and factor two tells us why ANIC are poised to become quite the prospect. I say poised but what I mean is early 2025. Until then, hold off or like bruised investors such as myself look for the bottom then average. They are not going anywhere for at least a decade.

[peterrr3] 15/4/2024 15:24

If Liberation is going turnkey cash flow positive I want some evidence of a supply contract to back up the Interview statement. Maybe some earlier details I missed, but I can't see Liberation Lab has made anything public.