Agronomics Share Discussion Threads

[axonic] 16/11/2021 22:00

I think this blip is just a tree shake. So, I had another look at the proactive interview with Jim Mellon & Anthony Chow, and to be honest, for me, it's a peek into the future of food and a really disruptive business model. The UK gov also launched a £27m fund today to support farmers with grants to buy new equipment and help to transform farming businesses. Some of this funding could easily find it's way into cell based meat and obviously Agronomics could help to drive this. I'm a long term holder.

[deanowls] 16/11/2021 18:44

Off the back of oatleys results I reckon

[livewireplus] 16/11/2021 17:08

Indeed .... although it is a 10% fall in share price today then over long term then it should perform quite nicely ... let's see what the future brings to the table :-)

[mwoo] 16/11/2021 17:07

If you look at share chat on ANIC on lse site there is a suggestion that the company is being split up...don't understand it but believe it maybe a dilution of shares again

[livewireplus] 16/11/2021 17:06

3D-printed steak, anyone? I taste test this 'gamechanging' meat mimichttps://www.theguardian.com/food/2021/nov/16/3d-printed-steak-taste-test-meat-mimic?

[lennonsalive] 16/11/2021 16:58

Who's been dumping stock today and why?Puzzled face

[dicktrade] 13/11/2021 06:26

Nice mention for ANIC in Michael Taylor's column in IC .It all helps to build awareness.Richard

[lennonsalive] 10/11/2021 08:07

Broken 30p, next stop 40p

[backwoodsman] 07/11/2021 21:13

Sunday Times today: hxxps://www.thetimes.co.uk/article/dont-count-cultured-chickens-tech-veganism-xhs330rbd

[donald pond] 07/11/2021 07:59

There were warrants issued at the last fundraising. I can't remember the details offhand, but think they were to subscribe 1 for 1 at 28p. So that is some future funding sorted but also a demonstration of why you definitely want to take part in future fund raises. If I wanted to take risk off the table I could literally sell my shares now and keep the warrant rights for a no-risk upside option. Which I don't think is right.

[donald pond] 06/11/2021 21:38

HVPE recently said they were typically seeing uplifts of 130% on IPOs and that is on relatively mature PE companies. For VC you often see much higher uplifts in the funding stages before IPO: 500% isn't unusual. So while not every company ANIC invests in will succeed, I would expect them to on average make at least a ten bag on those that do reach an IPO.

[the big fella] 06/11/2021 09:08

It’s difficult to ramp something that is already trading in excess of 2 x NAV. You either believe this is one of the next investment hot sectors (which I have for some time ) or you don’t. Working for a pension fund that invests heavily in PE I have seen the kind of returns first hand if you are willing to play the long game. They have a broad enough spread of investments that if there is to be the next Microsoft or Apple equivalent they will inevitably have a large stake. In all likelihood these round of fundings will continue at higher levels for a few years, but the real explosion will be when they start to list. That could be a few years away but by then the uplift here will be enormous.

[nickgrant2] 06/11/2021 02:02

If it keeps creeping up then the rampers and scumbags will shortly appear.

"Insti's buying heavily"
"massive RNS on the way"
blah blah blah

[mpg] 05/11/2021 23:16

Nothing we don't already know in the article, but good that the message is reaching a larger audience. The steady and consistent rise in share price is also nice at present.

[nickgrant2] 05/11/2021 21:38

Yep so does mine, dont usually read it when it comes out as reading it on a computer is not as relaxing as reading the paper version sitting in the sun or in bed. That and Private Eye (not available digitally) are a real treat.

Unless its an explosive, valuable information filled article I'll wait but thanks.

[dicktrade] 05/11/2021 09:34

Nick,
My Money week subscription includes the online version for free,better than waiting three weeks.

Richard

[nickgrant2] 05/11/2021 09:00

I got the counter story above from a short article in MW a few weeks ago. Looking forward to the article. May be a while as it takes about 3 weeks to get my copy out to Singapore (where I have not tried the chicken nuggets on offer yet as the sole provider is a trendy private club with silly membershpi fee)

[mpg] 05/11/2021 00:36

The Future of Meat Production, is the cover story of this weeks edition of Money Week.Balanced article with The Counter article mentioned. ANIC and Eat Beyond Global are tipped as the way to gain exposure to the market.

[nickgrant2] 03/11/2021 07:04

I note from the Agronomics website the net asset value to 30th Sept has not been published yet.

[scrutable] 02/11/2021 18:32

Of the long list of reasons why lab meat may be permanently out of each are the two points:

1)the probability that a single particle of viral or bacterial contamination would lead to the death of all the proliferating cells in the reactor and tens of thousands of litres of useless slurry

2) the absence so far of a substitute feed stock material to replace fetal bovine serum (FBS),which can only come from slaughter houses.

I feel that if ever the process can possibly ever succeed practically and commercially it must first do so via an outfit like Legendairy Foods producing lab milk and cheeses in Berlin or one of those attempting to lab-produce leather or cotton,which seem to be a couple of stages simpler.

Nevertheless it is an exciting field, as fraught and existential for life on earth, on a par - (as was a few posts back) with atomic fusion.

[thefartingcommie] 02/11/2021 12:52

Bill Gates: Funding clean technology is the way to avoid climate disaster | Free to read
We need to turn lab-proven concepts into ubiquitous products that people want and can afford to buy
Bill Gates