Agronomics Share Discussion Threads

[donald pond] 05/7/2021 09:50

Jim on this weeks moneyweek podcast https://podcasts.apple.com/gb/podcast/the-moneyweek-podcast/id1048958476?i=1000527596511

[benjamin123] 04/7/2021 07:33

https://www.google.com/amp/s/www.technologynetworks.com/applied-sciences/news/amp/cultured-meat-replaces-animals-with-grass-350439

[williamcooper104] 28/6/2021 04:34

Good to see that the promote structure now works on cash realised gains and not on valuations The premium to NAV is irritating in that the 15 over 8 carry is much higher to shareholders at current share price Still hope something can be SPACd near term to de-risk the NAV

[williamcooper104] 28/6/2021 04:31

It's a two for one in terms of environmental benefits in that it leads of course to less green house gasses but it also allows much more land to be re-wilded for biodiversity gains. There's a lot of trees you can plant with less arable land required So it's actually arguably got exponential environmental benefits

[earwacks] 27/6/2021 13:44

The arguments for the importance in the success of cell meat are many. I'm not as convinced about plant food. Obviously it has a place and has been around for along time already. can't see it make as much impact for that very reason. There are many traditional vegetarian dishes that have been hugely successful without trying to mimic meat dishes. Also much plant based food seems to be as or even more expensive than many decent meat products. Pricing is going to be crucial to the success and speed of acceptance in the market place.
Future meat, an Israeli company is well ahead in this game and hot on the heals of Bluenalu in hoping to get its product in USA market as early as next year. They are also close to reaching price parity with conventual meat.
The real benefits of this food revolution aside from health and kindness to animals are the staggering statistics of production of cell meat: 80% less greenhouse gas emissions, 96% less land usage and 99% less water in their production of food. This is truly a new and sustainable path to feeding the world.
I'm not saying that in itself makes this a great investment because it impossible to know all the financial implications not least of all, profitability. The recent % rises in some of these investments already in the last 12 months suggests that some will be commercially highly successful.

[ashleyjv] 27/6/2021 11:52

hpcg

Venture capital firms involved in this investment round include Backed, Five Seasons Ventures, Idinvest Partners, Seedcamp and Manta Ray Ventures, who also backed the business earlier this year when they raised their ‘Seed Plus’ round in January.

[williamcooper104] 26/6/2021 13:15

$100bn of unspent SPAC money, if that's not spent within 12-24 months it needs to get returned to investors

[williamcooper104] 26/6/2021 10:43

Reading Moos law at the moment - looks like most companies private Beyond Meat is public, but being US listed it's not exactly cheap

[benjamin123] 26/6/2021 10:40

How is everyone else exposed to this sector other than ANIC? I am extremely bullish and was to find other ways in

[williamcooper104] 26/6/2021 07:40

Off topic - but have always been annoyed by the green movements attitude of going for perfect, at the expense of the good Nuclear energy is far from perfect, but like all alternative energies the more spent researching/producing it the cheaper it would have become Both the green movement and big oil killed off proper investment in nuclear

[livewireplus] 25/6/2021 16:48

And an interesting piece in the Daily Mail ...Boris Johnson's food czar  says Brits may have to pay taxes on meat in future even if it sparks RIOTShtTps://www.dailymail.co.uk/news/article-9724865/Boris-Johnsons-food-czar-says-Brits-pay-taxes-meat-future-sparks-RIOTS.html

[ashleyjv] 25/6/2021 16:43

I think that it is potentially very good news. We may only have a 1% stake but that can be a huge amount

[livewireplus] 25/6/2021 16:36

RNS out just before close. Nothing outstanding... but interesting...

[blusteradjuster] 25/6/2021 12:35

Telling consumers to do without what they have grown to like never works.

That's why the Green Party's previous manifesto pledges to "ban cars, ban airports" was seen as cranky nonsense.

So the solution was ALWAYS to provide a sustainable, low-carbon, like-for-like alternative.


Stop eating meat! --> get lost!

Start eating lab-grown meat! --> OK!

[lennonsalive] 25/6/2021 12:07

This is wayEarlier this year Mr Johnson unveiled plans to slash the UK's greenhouse emissions by nearly four-fifths in a decade that would require cutting meat and dairy consumption by a fifth.Average meat consumption currently stands at 70g a day, according to the NHS, so reducing this by a fifth would equal 56g - approximately the weight of a chicken breast. This means that someone who has meat for every three meals could only do this twice a week.

[benjamin123] 25/6/2021 10:49

Reality is that once state sees the environmental benefits, and with targets to meet. More and more pressure will be directed towards ppl to switch. Won't be easy tho, big agri has a lot of money and influence. It'll be like cigarettes

[blusteradjuster] 25/6/2021 10:31

When these start-ups begin to achieve volume production, it will be worth looking for signs of the 'experience curve'.

That is the % reduction in cost for each doubling of capacity.

It's uncanny how consistent they seem to be e.g. solar panels and Li-ion batteries.


There will surely come a point when cultured meat is a no-brainer economically as well as all the other reasons for it to dominate.

[benjamin123] 25/6/2021 10:09

https://www.jns.org/5000-burgers-a-day-worlds-first-cultured-meat-production-plant-opens-in-israel/

[3ootuk] 24/6/2021 08:16

A nice little sale of a legacy company.

"...Agronomics...is pleased to announce the disposal of its total holding of 23,147 shares in Insilico Medicine Inc ("InSilico Medicine") for US $669,775 (GBP475,540), representing an IRR of 54%. Insilico Medicine was a legacy portfolio holding, acquired for GBP92,755 between June 2017 and July 2018.."

[3ootuk] 23/6/2021 13:01

From my news feeds:
Future Meat Technologies Ltd. is in talks with U.S. regulators to start offering its products in restaurants by the end of next year. The company has just opened what it calls the world’s first industrial cellular meat facility, which will be able to produce 500 kilograms (1,102 pounds) a day.
They're targeting $2/100g

[norma_noog] 22/6/2021 14:53

As I previously predicted, this is near the RI price now. Best to sit this one out for a while, don't buy above 22.

[mpg] 19/6/2021 02:09

Correct, you don't want to paying over market price - so don't exercise the warrant.Once the share price is above 28.5p there should be a market for the warrant in its own right. You could then sell the warrant and take cash for it rather than exercise it and pay out 28.5p per share.Example: share price 33.5p would make the warrant worth about 5p in the market. Share price then increases about 30% to 43.5p... but the warrant triples in value to 15p (43.5p - 28.5p).Warrants are highly geared... and can of course expire completely worthless if share price is under the warrant price in 2 years time.

[ryesloan] 18/6/2021 09:54

I saw that as well Billy.I think that's just AJ Bell finally setting up their system / corporate action to create the warrants...they have been a bit tardy with that element.But the Corporate Action has a 'do nothing' default so you don't need to do anything with it.

[billybunter1970] 18/6/2021 09:31

I now have the Warrants in my AJ Bell account - there is also a Corporate Action to exercise the warrants. Is this just one of the the quarterly opportunities to exercise the warrants - can I opt for taking no action at this stage and choose to exercise at a later date?