Agronomics Share Discussion Threads

[mjneish] 05/3/2022 13:43

Name a chart that is looking good right now.

[ronniejamesdio] 02/3/2022 17:07

And the price chart? No one want to tackle that one?

Seems to me like the chart is telling us all something.

[williamcooper104] 26/2/2022 21:58

They're getting better in terms of likeness to meat - but mostly pretty nutritionally terrible Plant meat is where the legacy food industry has a better shot On cellular, it's just not their industry

[ronniejamesdio] 24/2/2022 09:17

mjneish I didn't say lab grown meat was in decline I said plant based meat substitutes. The quote came from a chap at New Nutrition Business.

I have an investment in ANIC but it was a just in case punt. Looking at its share chart for the last year it's not a chart that would remotely attract me as an investor. That's where I'm coming from. Also I've read the two articles that were in Money Week written by Jim Mellon and there was a lot of widely-believed misinformation in both articles, quite disappointed in Money Week really as they'd clearly not fact-checked the two stories.

These companies need a hell of a lot to go right and nothing to go wrong. Obv my views are swimming against the tide in this particular corner, I just wondered if anyone was worried about cash burn and the fact that in the end it may turn out that lab meat doesn't turn out to be the no-brainer that everyone seems to think.

[williamcooper104] 24/2/2022 07:11

Yep; my first fun with markets was in the dot com era, and as 23 year old when the market burst I naively thought I'd never see another such bubble in my lifetime; when I just had to wait 3 or 4 years

[hpcg] 24/2/2022 06:46

I think it is so early days that ultimately it will, just in the next upturn. Russia invading may have nixxed the rate rising cycle anyway. In the short term spec tech stuff will get smashed again as money floods into real world activities, but again, such early days for ANIC and this sector that the money involved is genuinely long term and sticky, and of relatively minute quantities. Additive manufacturing was one of the first bubble after the GFC, if I recall correctly. There is always another bubble, no need to worry about that.

[williamcooper104] 24/2/2022 00:31

It never got of to the party like US spec tech/spac stocks did; which is why I invested in the first place

[williamcooper104] 23/2/2022 23:27

The hope is that near term, as in within next 5 years, value can be realised in high value meat substitutes that can cope with high costsMass market substitutes are > 10 years away

[williamcooper104] 23/2/2022 23:25

It's a long way aways But little risk of MacDonalds eating your lunch; it's like expecting your granny to go all in on crypto

[mjneish] 23/2/2022 20:33

My novice's understanding of the matter is that cultivated meat isn't yet cost-effective, not to mention that approval must be sought in key markets before it can be widely sold. Huge manufacturing scale-up is also required. Once these hurdles have been overcome, don't you think that the likes of McDonald's will be eagerly seizing this opportunity? And they'd know how to market it.

[mjneish] 23/2/2022 18:54

I'm no expert but the market for cultivated meat has hardly established itself. What grounds are there for saying that the market has declined when it has hardly got going yet? Short-term fluctuations can be spun any which way one wants.

[ronniejamesdio] 23/2/2022 14:10

Well quite. I heard an interesting snippet the other day from an expert in the food industry, he said the market for plant-based "meat substitutes" actually started to decline in Aug 2021. It wasn't clear whether he meant just in the US (because he'd just mentioned it) or worldwide. That was DECLINED not slowing growth. I'm well aware that ANIC is involved with different technologies.

[on target] 23/2/2022 12:22

Fake food - say no more.

[ronniejamesdio] 23/2/2022 11:54

What are people's thoughts on the steady decline in the share price? Is it simply down to dilution? Or is it that these companies are burning through cash at an alarming rate?

[donald pond] 06/2/2022 10:35

It's all about the next funding rounds now. I expect we'll see some hefty valuation rises in the underlying investments and that will underpin the next leg up. Inflation will be interesting too: fertiliser prices are booming which will raise feed prices for meat production. That may accelerate the search for alternatives

[dougy1] 04/2/2022 00:06

I'm 30 so this is a retirement pick for me. Happy to accumulate over the next 5-10 years and just let time do the rest of the work for me. This industry will be monster in the next decade or so and ANIC is well ahead of the game here for private investment

[livewireplus] 03/2/2022 10:35

Indeed .... it has risen so far today :-) I bought in fairly early so top sliced some profits when it reached 30-odd as I felt that although it was a good long-term investment it had gotten ahead of itself in share price Time to top-up me thinks. The present premium is reasonably justified as retail investors can't buy in to the sort of holdings it has. Overall then this is a theme that has great potential so let's what the future brings.

[hiddendepths] 03/2/2022 09:05

Agreed, the results read well! The premium to NAV is possibly the brake on the share price but it doesn't seem too hard to raise funds in the market at a hefty premium so I don't think that's a downside risk. And as the NAV rises quickly, as I for one believe it will, it seems likely that the share price will anticipate further rapid growth and increase the premium.

Evilblues - I came from an oily background and post most on energy stocks as I am reasonably knowledgeable on the sector. But I've been running my own broadly based portfolio for twenty years now after a premature City burn-out. There have been phases of my having no energy shares at all. At present, though, my weighting there is around 40% as I see quite a bit of upside this year. But I intend to reduce it substantially by year end.

[dougy1] 03/2/2022 08:47

Good set of results. Feels heavily undervalued to me and I only see it rising. My gut is that as the industry gains traction over the next decade or so, this could become the SMT of meat alternatives.

[livewireplus] 03/2/2022 07:45

Interim Results out ...

[evilblues] 27/1/2022 22:23

Hi HD. Had to blink twice to make sure I wasn't on an oily thread!!Can't remember if I suggested you look ANIC at one point or another? Either way welcome!

[hiddendepths] 27/1/2022 20:51

China is taking it all very seriously.....

[thefartingcommie] 26/1/2022 10:39

FOOD & LIFE COMPANIES, Largest Sushi Restaurant Operator in Japan, Announces Partnership with BlueNalu, U.S. Cell-Cultured Seafood Leader
BlueNalu seafood identified as a critical supply chain solution for globally leading foodservice buyer of bluefin tuna

SAN DIEGO, Calif., January 25th, 2022 / Osaka, Japan, January 26th, 2022 -- BlueNalu, a leading innovative food company developing a variety of seafood products directly from fish cells, announced today a collaboration with leading, multinational sushi restaurant operator, FOOD & LIFE COMPANIES Ltd. (TYO: 3563). As a Japanese foodservice leader, FOOD & LIFE COMPANIES (F&LC) operates brands such as Sushiro and Kyotaru and over 1,000 restaurants across Japan, Korea, Taiwan, Hong Kong, Singapore, Thailand and Mainland China.

The agreement focuses on developing a supply-chain solution for bluefin tuna and other sushi-grade products for the multinational sushi restaurant operator in the Asia-Pacific region, where seafood consumption is highest. The companies plan to collaborate on product development and marketing as well as support of a regulatory framework to accelerate BlueNalu’s commercialization in Japan.

BlueNalu and F&LC will focus on the belly portion of bluefin tuna, called toro, as an initial commercial product. Bluefin tuna is a prized species in Japan, where an estimated 80% of the global supply is consumed, and commands premium pricing for its delicious flavor and unique sensory characteristics.

“FOOD & LIFE COMPANIES is a global leader in the sushi restaurant business, and BlueNalu is thrilled to partner with their team to continue the innovative legacy of their iconic brands,” said Lou Cooperhouse, president & CEO of BlueNalu. “Cell-cultured seafood is a supply-chain solution that will have the taste, texture and nutrition that consumers expect, and will not be susceptible to environmental contaminants like mercury and microplastics. By centering our initial efforts on the high-quality toro portion of bluefin tuna, we aim to demonstrate culinary excellence with the most prized portion of the most sought-after fish in the most iconic marketplace for seafood.”

“With the uncertainty of natural marine resources in the future, it is important that we secure a stable supply of seafood in a more sustainable manner,” said Koichi Mizutome, president and CEO of FOOD & LIFE COMPANIES. “We have already been promoting the use of farmed seafood as one of the ways to achieve this, but as seafood demand increases in the future, there will be increasing challenges with our global supply chain. Therefore, we are eager to incorporate BlueNalu’s cell-cultured seafood as we believe it is one of the most promising methods to help solve these issues. We look forward to the progress of this collaboration, and to the future when BlueNalu products can be used as sustainable, delicious, healthy, and reliable seafood on our menus.”

Global seafood consumption is at an all-time high and continues to increase, particularly in Asia. The United Nations projects global population and consumption growth will require 28 million metric tons of new seafood production by 2030. In addition to wild-caught and farm-raised seafood, cell-cultured seafood is seen as a third production method that can help meet that demand.

This announcement with F&LC follows additional collaborations announced earlier by BlueNalu, including agreements with Pulmuone Co. Ltd. in South Korea, Sumitomo Corporation and Mitsubishi Corporation in Japan, Thai Union in Thailand and Nomad Foods in Europe. BlueNalu’s business strategy is to partner with leading multinational companies on market research, regulatory affairs, product design and development, manufacturing, marketing, sales and distribution, with an aim to efficiently and effectively bring BlueNalu’s branded cell-cultured seafood products to consumers worldwide.

To learn more about BlueNalu Inc., please visit www.bluenalu.com.

To learn more about FOOD & LIFE COMPANIES Ltd., please visit www.food-and-life.co.jp/en/.

About BlueNalu
BlueNalu’s mission is to develop great-tasting, healthy, safe and trusted cell-cultured seafood products that support the sustainability and diversity of our ocean. BlueNalu is aligned with the United Nations’ Sustainable Development Goals, a blueprint to achieve a better and more sustainable future for our planet. BlueNalu began its operations in 2018 and is based in San Diego, California.

About FOOD & LIFE COMPANIES
FOOD & LIFE COMPANIES (F&LC) operates restaurant brands such as Sushiro and Kyotaru and is aiming to realize the vision of “Discovering new tastiness, Sharing moments of joy” together with our "COMPANIES" - the various multinational brands in our group. As a Japanese foodservice leader, F&LC operates over 1,000 restaurants across Japan, Korea, Taiwan, Hong Kong, Singapore, Thailand, and Mainland China. In order to deliver safe and delicious food to our customers, we have a responsibility to achieve a sustainable food supply that will last into the future.