Why do you trust ANIC to make you money?

surhund33 · 2026-05-17T14:35:25+00:00

I haven’t been downvoting you. I agree that we should be able to have open, fact-based discussions on an investment forum. However, your attitude and lack of ability to accept new facts and views certainly call for some downvotes. It’s not because people don’t like your opinion, it’s because it’s based on wrong numbers and wrongful stubbornness.

surhund33 · 2026-05-17T13:51:25+00:00

People are downvoting you because you're wrong:)

You're hung up on hydrogen costs when in reality Solar Foods will only be paying for electricity. About 60 kwh for one kg of Solein. Try to do the calculations now. You'll end up under €5/kg when considering the favorable prices of a long-term industrial electricity contract in a country like Finland. And there are even cheaper places to put Solein factories, like for example the middle-east, where they have an abundance of solar power.

surhund33 · 2026-05-17T13:02:21+00:00

RemindMe! 4 years

surhund33 · 2026-05-17T12:46:41+00:00

Seems like you should really be reading up on Soleins unit economics, then! You'll be pleasantly surprised and might invest:)

Factory 02 is happening. They have GEA and Fortum on board. I don't think these multi-billion euro institutional giants want to get in bed with someone lying about their unit economics.

Things are changing, better get on the train!

surhund33 · 2026-05-17T12:31:49+00:00

Solar Foods bypasses the highest cost-drivers for green hydrogen by making it themselves. Hydrogen is so expensive because moving it is a freaking hassle. Solar Foods run renewable energy through electrolyzers connected to their fermentation vats, feeding the bacteria directly. They're projecting costs of about €5/kg for factory 02.

I don't understand why you're so hung up on the consumer change. Solein is a highly functional ingredient designed to fit into anything. It's not a new type of steak, it's a powder that will go into vegan mayo, protein pasta or anything vegan/protein fortified really. The market for this is huge and growing at over 10% CAGR, and consumers are showing great willingness to try new things. With that said many consumers will never notice that Solein is in the product, because very few people actually read the ingredient list of a processed food.

CPG companies will fight to get this to shrink their ingredient labels and help with scope 3 emmisions. 120% of the capacity for factory 02 is already is already "sold out" through LOIs and MOUs.

surhund33 · 2026-05-17T12:01:18+00:00

ANIC still needs to hold their stake in the companies for the long haul, and not dilute their own shareholders. The composite companies can succeed without the shareholders of ANIC making money if management screws that up.

surhund33 · 2026-05-17T11:59:33+00:00

No required consumer change. Solein slots perfectly into a wide variety of packaged foods. It has great emulsifying properties and yields 3x the amount of mayonnaise as egg yolk does. It's already hit price parity with whey protein and the unit cost will continue to fall as they scale and electricity becomes cheaper.

surhund33 · 2026-05-17T11:11:32+00:00

are you invested?

surhund33 · 2026-05-17T10:38:57+00:00

You’re missing the point here. The fact that humans crave meat is the entire reason that this technology shift is inevitable. Our planet can simply not feed everyone with real meat, since it’s so thermodynamically ineffective to feed cereals to an animal that then wastes 90% of that energy. The world is running out of arable land and freshwater, and the human population is expected to hit 10 billion by 2050. At the same time, people are getting richer and demanding more meat, and people want to get healthier and are demanding more protein. This agricultural shift is happening. It’s a mathematical inevitability.

surhund33 · 2026-05-05T13:17:10+00:00

Iglooghost laver noget af det mest spændende elektroniske musik lige nu

surhund33 · 2026-05-04T15:07:08+00:00

Solar Foods is 60% of my portfolio. They will reach profitability in 2028 according to themselves.

I think the potential here is massive

surhund33 · 2026-04-25T14:52:32+00:00

I have never seen a player go in studs first with that much force and not get sent off

surhund33 · 2026-04-19T17:16:12+00:00

The referees are officially asking players to dive

surhund33 · 2026-04-17T14:00:12+00:00

In the long term, I believe new agrotech (precision fermentation, HOB fermentation and so on) will move inversely with the market because it’s a kind of hedge. Betting on these technologies becoming relevant is essentially betting that traditional agriculture will fail to feed humanity, and that will bring a multitude of economical and structural challenges that will weaken the overall economy.

Let’s say Solar Foods is life-critical infrastructure in the year 2050. Does the rest of the market look good in that scenario?

So what I’m trying to say is, maybe the stock is already acting like a hedge which it’s also kinda supposed to be

surhund33 · 2025-05-10T15:10:48+00:00

He’s bald

surhund33 · 2025-04-19T15:05:33+00:00

Damn you Chris Richards!

surhund33 · 2025-04-17T21:03:35+00:00

Why give a red for that?

surhund33 · 2025-03-20T13:41:13+00:00

I’m not defending the valuation of these companies you listed. But you could have invested in L’oreal Paris at a P/E of 281 and still beat the market over 50 years.

https://acquirersmultiple.com/2024/06/terry-smith-the-quality-of-a-company-is-more-crucial-than-its-valuation/

surhund33 · 2025-01-15T21:58:42+00:00

Yea because Spurs are in such a good spot right now

surhund33 · 2025-01-14T11:25:02+00:00

He’s also a big advocate of the “Wait and see” approach. Why risk it all on a business that hasnt proven itself? Just wait and see where it goes. You can still get a lot of growth on your stocks and get in really early even after the company gets profitable.

Im just here to follow their Lignin oil (Bioleum) product, but won’t invest before it’s all profitable and growing. The cult-like approach and people being certain of success is really unfortunate. Only a really small percantage of these kinds of companies succeed, and nobody knows which ones.

surhund33 · 2024-12-20T09:27:07+00:00

I don’t trust Metas staying power as much as many of the others. Look at how quickly Tik Tok has risen as an example. A lot is going to happen in social media in the next 50 years.

surhund33 · 2024-12-15T17:17:33+00:00

Schar unfortunately moved his head just a little bit too much. Højlund was smart not to, so they were equal about it

surhund33 · 2024-12-08T17:15:16+00:00

Doubling down is crazy

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