Market's view on Agronomics
Published on April 2024
- There is a link provided to a talk by investor Anthony Chow discussing company strategies and future plans.
- A two-page cover story in Moneyweek magazine reviews the decline in meat-free alternatives and the potential of cultured meat, featuring Agronomics as a notable investment opportunity despite its share volatility.
- Sharesoc hosts a promising presentation by ANIC, highlighting expectations for Liberation Labs to generate cash next year.
- Discussions on media influence reveal that while secular press might be evidence-based, religiously influenced journals cater to excitement, impacting how cultured meat is perceived especially in the US and EU.
- The Guardian’s article on Meatable’s lab-grown sausages discusses the potential benefits of slaughter-free meat products.
- ANIC’s investee, Meatable, has hosted the first lab meat tasting event in the EU.
- Anthony Chow assures no fundraising until share prices improve, with a cash runway of ten years, but regulation remains a challenge particularly in the EU.
- Livestock companies are showing interest in investing in artificial meat.
- ANIC’s investee secures $40 million funding with traditional agricultural company PHW Group showing support.
- Concerns discussed about high blood pressure risks associated with vegan and fake burgers based on a recent study, questioning the healthiness of these alternatives.
- Solar Foods begins factory production of Solein protein, equating to the output of a 300 cow dairy farm.
- Liberation Labs is expected to become cash-flow positive soon, though evidence of a supply contract is awaited for confirmation.
- Discussions reflect concerns about the current low share price of ANIC and the extended timeframe for revenue generation, considering the potential drop in share price due to macroeconomic trends and pre-revenue status.