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Cultured animal products…future of food?


SomersetMatt

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SomersetMatt

Thought I’d start a discussion about this whole topic. Lots of start-ups in this arena, which could be very disruptive in the $trillion dollar food industry. Potential for meat, fish, leather, protein products all grown from animal cells. 

A couple of investment opportunities, already mentioned in other threads. Agronomics (ANIC) is a company investing in early-stage opportunities; Future of Food ETF (FOGB) is also backing companies in this area, although not directly. 
 

1) Do people think cultured products are the future?

2) Are there any obvious barriers? 

3) Would you eat cultured products and would you pay a premium?

4) Is the environmental benefit enough to overcome any taste deficit?

5) Will plant-based be bigger? 
 


 

 

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It definitely will be a growth industry. Not sure if it would convince vegans to eat lab grown meat. Presumably some animals would need to be killed to get the original cells. 

In terms of the taste deficit however I presume you wouldn't be able to tell the difference between a lab grown burger/sausage. Recreating a lab grown, perfectly marbled rib-eye steak is another matter.

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SomersetMatt
On 01/07/2021 at 07:55, Albo said:

Presumably some animals would need to be killed to get the original cells.

Can get cells from live animals. Other applications include: cultured sea food, cultured leather and cultured animal protein. 
 

Don’t think vegans are the target market. I think normal meat eaters will pay a premium for meat that doesn’t involve killing animals and has a better environmental impact. 

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  • 5 months later...
The Bear of Doom
On 12/07/2021 at 12:49, SomersetMatt said:

https://www.foodbusinessnews.net/articles/18886-the-future-of-protein-may-not-be-plants
 

Interesting article. ANIC is an early investor in a couple of companies mentioned. 

I bought small investment in ANIC earlier this year.  They did a rights issue a couple of months later which I subscribed to, though it must have been oversubscribed as I did not get anywhere near my full requested allocation.  The rights issue came with the option to exercise warrants (one per newly allocated share) to buy further shares at 28.5p each, but only on the last business day of each quarter.  Needless to say I haven't used any of these warrants yet xD but I do have two years in which to use them.

ANIC is one of those shares which is either going to do nothing, or go to the moon.  As a lot of the tptb such as Bill Gates are into cultured/artificial meat, I think there may be some mileage in it, but again DYOR.

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52 minutes ago, The Bear of Doom said:

I bought small investment in ANIC earlier this year.

I’ve bought 3 tranches and have enough now - we’re in very early for private investors, given all the investments are pre-IPO. Some will fail but some will be sector disruptive, imo. 

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  • 2 weeks later...
The Bear of Doom

@SomersetMatt we are in good company, looking at their latest news releases, Blackrock are a fairly big investor in the firm.

It looks like that they did another share placement round in early December, I'm not sure how I missed that one, I don't remember seeing it in the Corporate Actions in my trading account.

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