Agronomics Share Discussion Threads

[mjneish] 20/12/2022 11:28

Could you please elaborate on the comical water claims that you have mentioned? Thanks.

[ronniejamesdio] 19/12/2022 21:03

That LCA is clearly based around the usual non-scientific assumptions, sadly. It can’t even claim lower energy use or comically GHG emissions. The basis for the report is still using the dead in the water metric GWP100 to assess impact of methane. Here we are at the end of 2022 and they’re completely oblivious to how useless it is for assessing methane. And then the water claims which are even more comical. The report also makes claims about deforestation that don’t stand up to scrutiny. The world really is in the grip of a misinformation crisis, and reports like these are just repeating non-truths like cattle are responsible for 80% of deforestation.

Maybe the share price is reflecting reality?

[blusteradjuster] 16/12/2022 07:09

Couple of relevant articles.



Livestock farms in England polluted rivers 300 times last year, causing 20 major incidents, according to the latest government figures.




What is the environmental impact of cultivated meat? LCA sheds new light, says SCiFi Foods

[lennonsalive] 15/12/2022 12:03

It must still be at a discount to NAV

[lennonsalive] 14/12/2022 19:18

When it broke past 10p in 2020 it was a good speculative play as a risky investment. It still is a speculative play, but lack of interest from the markets. If volume gained or it started to climb then it might be worth a look. Perhaps even a break through by one of the companies it has invested in.

[rat attack] 14/12/2022 11:49

I would suggest lack of interest and small company syndrome.

[pjmurf] 14/12/2022 10:50

Any reasons/theories for the drop yesterday?

[nickgrant2] 12/12/2022 06:23

mention here

[reynoldsg] 06/12/2022 21:52

Upside foods have had good news in the USA

[livewireplus] 05/12/2022 07:35

RNS:Further Investment in Liberation Labs Seed Round

[livewireplus] 17/11/2022 08:03

RNS Non- Reg:Agronomics Limited First Cultivated Meat Company gets FDA approval

[septblues] 15/11/2022 18:35

they can also create clean blood - some out of 8 billion people may need that

[ptolemy] 26/10/2022 12:24

Anyone know anything about patent protection? Applied for, approved etc, and in which jurisdictions?

[blusteradjuster] 26/10/2022 09:58

Potentially bigger than the potato. Exciting development.

High-quality protein is worth more than starchy carbs. Plus there’s food security (potential to remove weather/geopolitics/soil/fertiliser/water as issues).

Question would be economics of production and monetising potential (patent/licence/royalty?)

[donald pond] 26/10/2022 09:50

Huge news today, though not sure it's either accurate or PC to compare it to the discovery of the potato. But everything is starting to come together in the area

[septblues] 12/10/2022 10:28

real meat has microplastics, whereas lab grown shouldnt have

[donald pond] 12/10/2022 09:39

Blackrock added quite a chunk. Tend to agree about valuations though the societal tailwinds here are so strong and the paths for private money to access these opportunities so limited that it is likely to do far better than most early stage investment vehicles

[lennonsalive] 10/10/2022 08:24

If this was a bill market all the jam (or lab grown meat) tomorrow plays would be riding high. But we are back down to value investing in companies that are growing and pay dividends or holding cash. I can't see this changing this year or next year.

[livewireplus] 10/10/2022 07:21

RNS: Portfolio Company Meatable Announces Partnership with Commercial Scale Cultivated Meat Manufacturer Esco Aster

[lionheart79] 28/9/2022 20:29

Indeed. How low can this go. Its tainted by tech growth but surely there is long term value...

[hpcg] 13/9/2022 14:09

Steakholder Foods (formerly Meatech 3D Ltd), $STKH has started advertising on Twitter. That will be for investors rather than product I think, but there is a product featured. The use additive manufacturing to make steaks:

[livewireplus] 08/9/2022 08:59

Indeed ... but it is still an almost USD 1m holding for Agronomics ( as they have it as a book value of USD 933k ).There appears to be a typo in the RNS - I think Agro's initial investment was USD 150K ( not the 15k stated in RNS).