Hello All,
I wondered if anyone has anything to share on this topic from an potential investment point of view. I know almost nothing apart from a bit of googleing but it does strike me as interesting opportunity to explore.
Your thoughts and information will be gratefully received.
Many thanks,
Neil
For UK investors, the easiest way to get exposure to a basket of the companies at the forefront of this new technology is probably via Agronomics (LON:ANIC) . It is a collective vehicle with Jim Mellon involvement who has written "Moo's Law" which is a good overview of the sector.
Heard an extended interview with him about Agronomics not so long ago. Very interesting. The case for moving away from meat - even just on climate change grounds - is a compelling one. No idea how good an investment this company is, but it’s in an area of huge potential growth. I’m surprised there aren’t more investment options in this field. An ETF maybe? Beyond Meat looks overhyped. Lots of companies working on plant based alternatives and lab grown options. Very tricky to see winning players right now.
I think the move to ‘fake’ meat will not be as swift as people expect…. There are technologies coming up to market to both reduce greenhouse gas emissions from cattle proven to be up to 80% reduction alongside other technologies to capture the gas and recycle it for use as commercial fuels.
References to Aemetis - AMTX in the US, and DSM - Bovaer in Europe.
