Agronomics Share Discussion Threads

[scotty666] 07/8/2019 13:03

Or it could just fly over 10p on heavy buying :)

[scotty666] 07/8/2019 11:47

Stuck in a range between 8p - 10p, investments and sector getting a lot of attention. Still several million of new investments to come so expecting more news soon which will hopefully push us above 10p.

Then a waiting game for any major gains on the back of current investment progress and new series funding - hopefully at much higher levels.

A rare outperformer in my portfolio over the last few weeks !!

[smackeraim] 07/8/2019 11:25

Brilliant.. buy and hold

[mny1] 07/8/2019 08:33

From other chat room cnn interview with brain ceo of simply foods. Crazy coverage

[smackeraim] 06/8/2019 09:07

Plenty skin in the game and high quality insti holdings. Should only grow over coming years

[mny1] 06/8/2019 07:15

Huge potential with this one as at trade and lt hold!! Good luck all.

[mam fach] 05/8/2019 21:48

ANIC is the way forward.

[smackeraim] 05/8/2019 15:49

All looks good to me, happy to hold this one.

[cf456] 05/8/2019 15:38

EK a buyer:

"I paid 9.25p for Agronomics (LON:ACIN), the chairman’s challenge to Beyond Meat (NASDAQ:BYND)(capitalised at a trivial $10bn). It is very unlikely that the vegan/vegetarian fad has stopped. Indeed, I think it is gathering pace."

[mny1] 05/8/2019 14:17

Loads of chatter on twitter, ATH soon hopefully!

[burtond1] 05/8/2019 11:56

Is clean-eating investment company Agronomics worth a punt or should you save your money?This week saw Agronomics take a large position in clean meat player Simply Foods, its first investment since shifting its focus onto environmentally friendly food products earlier this year. Here, we ask if an investment in the firm presents an opportunity to get exposure to an exciting long-term move away from meat consumption or is simply an expensive and risky way of throwing money at society's latest fad.https://total-market-solutions.com/2019/08/05/agronomics/

[soultrading] 05/8/2019 11:11

This woke up and looks set to test the high.

[korvet] 05/8/2019 10:56

Bought in today, shows as a sell. Like the concept here. K

[smackeraim] 05/8/2019 09:16

Plenty faith in the plan from board

[thefartingcommie] 31/7/2019 18:11

This is not a tech stock which is about moving electronic blips around. This is a processed food company that has raw material costs, logistics, factories, and an unpatentable product with no discernable moat other than a brand. ..............

a lot of companies have stepped their foot into the business and are minting good business. A Few of these include Memphis Meat, Balletic Foods, Clean Meat, New Age Meats, Aleph Farms, Future Meat Technologies, Appleton Farms, SuperMeat, Higher Steaks and Mosa Meat.

...is this your investment rationale then?

According to the report, one cell sample taken from a living animal could create tons of cultured beef. The progress in the field of Cultured Meat would prove to be significant as the demand for meat is going to rise by 2050 by approximately 70 per cent....

to which one could say...'So what?'

[smackeraim] 31/7/2019 17:19

According to the report, one cell sample taken from a living animal could create tons of cultured beef. The progress in the field of Cultured Meat would prove to be significant as the demand for meat is going to rise by 2050 by approximately 70 per cent.Who are the Players of the Cultured Meat Industry?With the rise in demand of the cleaner version of meat, a lot of companies have stepped their foot into the business and are minting good business. A Few of these include Memphis Meat, Balletic Foods, Clean Meat, New Age Meats, Aleph Farms, Future Meat Technologies, Appleton Farms, SuperMeat, Higher Steaks and Mosa Meat.

[smackeraim] 31/7/2019 16:43

Haha we probably are when AI takes over ! ;-)

[smackeraim] 31/7/2019 14:23

Do you only post negative articles you find or is there some positivity hidden in you somewhere?

[thefartingcommie] 31/7/2019 13:54

fyi.

Beyond Meat Is Dead Meat, Also Other Stocks I Hate
Jul. 30, 2019 8:58 AM ET|


When insiders are selling in a secondary and it swamps the new shares, run!

Pay attention to business models, are they unsustainable? Are they too hard to understand? Avoid them.

The CEO is one of the most important factors not found on the balance sheet. Does that CEO have specific expertise in the business? Avoid the name if they don't.
Psst, hey, wanna buy BYND shares in a secondary? Um, no thanks

First of all, one should not "hate" a stock, nor "love" any stock. Beyond Meat (BYND) is a great product and the company is growing fantastically. It is placing the product at seemingly every burger and donut chain on the planet.

Last night, as BYND posted the expected fantastic revenue numbers, it also unexpectedly announced a secondary offering of 3 million 250 thousand shares. This makes sense since BYND probably needs the funds to power further growth. Surprisingly (not really), 3 million of those shares are from insiders. They are circumventing the traditional IPO lockup to get out. As a cod-piece, they are selling 250 thousand new shares that go to the company.

Normally, I ignore insider selling, loyal readers know I monitor insider activity but concentrate on share buying because people sell for a lot of reasons. Not in this case, insiders are getting out while the getting is good. They are telling us all that this is as good as it gets, so good that they can't wait for the IPO lock-up to expire. Don't let these people "top-tick" you, don't buy this secondary.

Look, I can't blame them really, the stock is selling at a huge multiple of revenue. BYND reported $67 million in revenue last night for Q2. Let's be generous and say that this quarter together with the next 3 quarters they pull in $500 million, their capitalization is $13.5 BILLION, that's more than 27 times revenue! This is not a tech stock which is about moving electronic blips around. This is a processed food company that has raw material costs, logistics, factories, and an unpatentable product with no discernable moat other than a brand. In the food world, BYND is a king with the valuation of a Conagra (CAG) pulling in $9 billion in revenue. Luckily for us, we aren't confined to the food products industry. Please don't be the noob that buys this stock and gets stuck.

Yes, I want you to be ready to buy as the market goes down (if it does). This name is not one of them, the valuation is unsustainable and the insiders are telling you that and they're rushing for the door. This is not the only problem, there is a technical issue; the insiders are putting out 3 million shares of additional float. This liquidity will make it easier for savvy traders to short the heck out of this name. Please JUST DON'T BUY BYND. If you were lucky enough to get in at a lower level, be like the smart money and get out now.

[smackeraim] 31/7/2019 09:03

Took some more. I think they'll sell off some of their historical investments

[mam fach] 30/7/2019 14:26

Even better buy today.

[smackeraim] 30/7/2019 11:39

chunky buying around 9p area here