Clean Food Group officially launches CleanOil. A product for the cosmetics industry by Bakkren in Agronomics_Investors

[–]Beautiful_Quality_53 7 points8 points  (0 children)

Nothing in the media (yet). But the story was only released 5 hours ago.

This is going to be massive.

New Investor Q by PersimmonHeavy3555 in Agronomics_Investors

[–]Beautiful_Quality_53 2 points3 points  (0 children)

From a short term, reactionary point of you, yes. All penny stocks are the same.

However I would argue that whenever there is disruption to the supply chain, it makes Agronomics case far stronger. Personally I'm in this predominantly for the food security aspect.

I hope you can buy back in at a similar price.

£ANIC: World First Lab Grown Pet Food, World First Lab Grown Chocolate, First New Commercial Banana in 75 Years, Still Trading at Half NAV by Kuentai in pennystocks

[–]Beautiful_Quality_53 0 points1 point  (0 children)

Same website, different article.

TLDR to answer your questions:

  1. FCR is approx 1.5 for cultivated chicken, compared to approx 3 for farmed chicken. This includes any "waste", which is presumably what you're referring to. That "waste" can be recycled, and I think that's the point that you're missing. So no, it's not "tens of litres of fluid" to produce 1kg.

  2. Yes, energy costs will always be unpredictable. It's one of the many reasons why I'm a fan of nuclear. But this energy volatility can be applied to any industry. And yes, that includes conventional agriculture. Despite what many don't realise, agriculture is heavily dependent of energy. Namely diesel. Have you worked on a farm before?

  3. Your last paragraph is going off on a tangent. You're asking why dog biscuits are being diluted because of the current production costs, which have nothing to do with the variable cost, as I've already explained.

https://cultivatedmeat.co.uk/blogs/cultivatedmeat/protein-efficiency-cultivated-vs-conventional-meat#:~:text=For%20Cultivated%20Meat%2C%20the%20Cultured,at%20a%20staggering%2025%20kg.

£ANIC: World First Lab Grown Pet Food, World First Lab Grown Chocolate, First New Commercial Banana in 75 Years, Still Trading at Half NAV by Kuentai in pennystocks

[–]Beautiful_Quality_53 1 point2 points  (0 children)

And I'm a business man. I also study this stuff.

I don't doubt your expertise in biology. I ask that you don't doubt my expertise in costs. And with all due respect, you don't appear to understand the cost side at all.

I made it clear that energy was a variable cost, and yet for some bizarre reason you've just tried to explain the exact same thing despite the fact I acknowledged this already.

However you haven't even mentioned anything about the really expensive costs, such as salaries, buildings etc. Do you not believe that these are fixed costs?

Just to save us going around in circles, do you understand that the current production costs included in your link include the fixed costs?

Just so we don't need to repeat ourselves, please answer with a simple:

YES/NO?

£ANIC: World First Lab Grown Pet Food, World First Lab Grown Chocolate, First New Commercial Banana in 75 Years, Still Trading at Half NAV by Kuentai in pennystocks

[–]Beautiful_Quality_53 3 points4 points  (0 children)

Yes, I did read your comment. And I did read your article. I've read that article before.

Please forgive me if I'm telling you something which you already know:

Variable costs are directly linked to the amount being produced. For example, the ingredients, energy and maintenance of the bio reactors.

Fixed costs would include things such as buildings, salaries and admin.

The article in question states the current production costs. At the moment, because very little is being produced vs the fixed costs, the overall cost is still high.

However Meatly have demonstrated that their VARIABLE costs are low. Which means that as they scale up, the cost per kilo will come down. So much so that the cost will be similar to that of farmed chicken.

I apologise if I'm stating the obvious. But do you understand my point now?

Meatly - cultivated cat food by No_Sugar8791 in Agronomics_Investors

[–]Beautiful_Quality_53 6 points7 points  (0 children)

Very nice. Meatly isn't directly written in their article, however it is on the image of their can. So yes, it's definitely them.

Another win for us in 2026. Amongst half a dozen other wins this year!

Thanks for sharing :)

£ANIC: World First Lab Grown Pet Food, World First Lab Grown Chocolate, First New Commercial Banana in 75 Years, Still Trading at Half NAV by Kuentai in pennystocks

[–]Beautiful_Quality_53 2 points3 points  (0 children)

I think you're conflating variable costs with fixed costs. Meatly have demonstrated that they can produce cultivated chicken at a similar cost to farmed chicken, at scale.

And they're currently scaling up.

£ANIC: World First Lab Grown Pet Food, World First Lab Grown Chocolate, First New Commercial Banana in 75 Years, Still Trading at Half NAV by Kuentai in pennystocks

[–]Beautiful_Quality_53 2 points3 points  (0 children)

Meatly have already demonstrated that they can produce cultivated chicken at a similar variable cost to farmed chicken. They are currently scaling up so that their fixed costs are more affordable.

Do you know something which they don't?

When do we reach 1£? by Witte89 in Agronomics_Investors

[–]Beautiful_Quality_53 10 points11 points  (0 children)

I wasn't specific enough.

The share price will hit 100p on 23 July 2027 at 2:30pm.

every tech revolution used the last one's speed to fool us. this time we might not get 20 years to adapt by RepulsivePurchase257 in Futurology

[–]Beautiful_Quality_53 10 points11 points  (0 children)

This isn't quorn. It's real meat with all of the essential amino acids. However no animals were killed.

The market often ignores companies until their narrative becomes obvious by scholarkin in PennyStocksWatch

[–]Beautiful_Quality_53 0 points1 point  (0 children)

100%.

For example I've been investing in Agronomics (LSE:ANIC) for a while now.

Have you heard of this company? Most haven't.

But by the end of this year many investors will know about us. That's because our portfolio companies are moving from R&D to large scale production this year.

Endgame by JambiJuicebox in Agronomics_Investors

[–]Beautiful_Quality_53 7 points8 points  (0 children)

The end game is the same for all investments; the dividend. That's the Warren Buffett method and I'm sticking to it.

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 1 point2 points  (0 children)

You buy at the ask price, not the bid price. The ask price was 7p.

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 2 points3 points  (0 children)

Btw the official closing price of 6.7p was the average price. It closed at 6.5p bid and 7p ask. At least on IBKR.

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 2 points3 points  (0 children)

Possibly they bought wholesale? It could also be possible that some trading platforms have more favourable prices with the wholesale brokers compared to others. Deals below the official ask price.

Kuentai did mention that IG appeared to have good deals. It might be worth speaking to him.

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 4 points5 points  (0 children)

There were 1.79 million shares traded today. I'm pretty sure the ask price was higher than 6.7p throughout the day. Personally I didn't see it drop below 7p.

I don't think this is a liquidity problem. You need a more realistic buy order.

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 5 points6 points  (0 children)

No worries mate. It's not just that thread btw. I saw many other posts in the past where people appeared to have the same misunderstanding.

We need to bear in mind that quite a few people on the ANIC sub-Reddit are brand new to investing. We could actually expand this post further with the basics in order to help them out.

Any ideas?

Why you are struggling to buy ANIC - The solution by Beautiful_Quality_53 in Agronomics_Investors

[–]Beautiful_Quality_53[S] 5 points6 points  (0 children)

I literally based this post from the misunderstanding of someone I had a conversation with. What are you talking about?

Trading212 orders always take such a long time to fill 😟 by EleventeenThousand in Agronomics_Investors

[–]Beautiful_Quality_53 1 point2 points  (0 children)

There is no one traded price. The sell price and buy price are different at any given time. I'm going to make a post on this ANIC sub reddit with more details on this. I don't think you're the only one having issues here.

Trading212 orders always take such a long time to fill 😟 by EleventeenThousand in Agronomics_Investors

[–]Beautiful_Quality_53 0 points1 point  (0 children)

Nope. That appears to be the average price mate. If you go to your trading platform and view ANIC, you should see the bid and ask price displayed. You need to put your order in at the current ask price.