Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to Blatter,genou,88V8,kiloran,Anonymous, for Donating to support the site

Clean Meat - The New Gold Rush?

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
Fluke
2 Lemon pips
Posts: 246
Joined: November 4th, 2016, 8:51 pm
Has thanked: 40 times
Been thanked: 40 times

Clean Meat - The New Gold Rush?

#418317

Postby Fluke » June 9th, 2021, 10:25 am

I read a fascinating article in the Spectator this week about the oncoming explosion in cultured meat. Chicken Nuggets made from animal cells in a ‘bioreactor’ have just been passed for human consumption and now on the menu in Singapore and taste pretty good too by all accounts. An event that the author described as the start of a "major industrial, social and cultural revolution", one that the UK needs to prepare for.

The protein transition, as it is sometimes referred to, has been talked about for a long time, but it is now a reality. It is mostly in the domain of small startups at the moment but billions of dollars of investment are pouring into the sector with backers including Richard Branson and Bill Gates.

Here’s a link to the article but it is behind a paywall. The author, Anthony Browne MP is Chairman of the all-party parliamentary group on the environment.

https://www.spectator.co.uk/writer/anthony-browne

So, any thoughts on how to go about investing in the ‘clean meat’ revolution?

Padders72
2 Lemon pips
Posts: 101
Joined: November 8th, 2016, 7:53 pm
Has thanked: 22 times
Been thanked: 59 times

Re: Clean Meat - The New Gold Rush?

#418318

Postby Padders72 » June 9th, 2021, 10:26 am

Hmmmmm Soylent Green!

noshow1
Posts: 6
Joined: November 4th, 2016, 1:40 pm
Has thanked: 4 times
Been thanked: 3 times

Re: Clean Meat - The New Gold Rush?

#418326

Postby noshow1 » June 9th, 2021, 11:13 am

How about Agronomics? (ANIC)

There was an article on citywire about the company who invests in various startup in this space.

Cheers

steve

Mike4
Lemon Quarter
Posts: 3144
Joined: November 24th, 2016, 3:29 am
Has thanked: 669 times
Been thanked: 1498 times

Re: Clean Meat - The New Gold Rush?

#418329

Postby Mike4 » June 9th, 2021, 11:18 am

Interestingly yesterday I tried a plant-based burger made by the firm TMF and the media in general have been making a fuss about as the future "Beyond Meat".

Although I'd say as claimed perfect copy of real meat but made from plant protein, I'd say that have the texture broadly right but the taste an smell of them have a long way to go. It was about as indistinguishable from real beef as "I Can't Believe It's Not Butter" is from real butter. I.e a million miles. The stuff just reeks of artificial chemicals.

So while from the media we get the impression that plant-based 'meat' is the future, having tried it I now quite strongly disagree and I think its a blind alley. I have a sneaky suspicion cultured meat may well turn out the same but I'll reserve judgement until I get to actually try it. IF I can bring myself to.

1nvest
Lemon Quarter
Posts: 1088
Joined: May 31st, 2019, 7:55 pm
Has thanked: 112 times
Been thanked: 275 times

Re: Clean Meat - The New Gold Rush?

#418333

Postby 1nvest » June 9th, 2021, 11:29 am

A easy option to go greener and address global over population is of course cannibalism. Fancy a Chinese or Indian tonight?

airbus330
Lemon Slice
Posts: 265
Joined: December 1st, 2018, 3:55 pm
Has thanked: 120 times
Been thanked: 140 times

Re: Clean Meat - The New Gold Rush?

#418696

Postby airbus330 » June 10th, 2021, 7:00 pm

Padders72 wrote:Hmmmmm Soylent Green!


So long as it isn't Solyent Red :shock:

Having cooked a few Beyond Burgers its a bit worrying how they bleed red!

anteos
Posts: 3
Joined: November 4th, 2016, 3:21 pm
Been thanked: 3 times

Re: Clean Meat - The New Gold Rush?

#418836

Postby anteos » June 11th, 2021, 1:27 pm

Hi

I've been following this for a few years now and the disruption is going to be immense. The price per burger has dropped dramatically and the texture/quality is improving all the time. Already the meat companies in the US are lobbying to oppose this.

It will decimate the farming industry and could see many breeds become extinct. Many species only exist because they have been managed by farmers.

I think it will eventually morph into a two tier market where the majority of the population eat lab grown meat, and the elite will have the real thing. Expensive hobby farms growing real meat for the rich.

Anyway here is a question for you. Would you eat a lab grown burger cloned from youself? Send some cells off, a week later you can rock up to a restaurant and eat a steak made from your own tissue? How about celebrity stem cell burger (tm) :shock:

Millie
Posts: 4
Joined: December 22nd, 2019, 7:16 am
Has thanked: 23 times
Been thanked: 3 times

Re: Clean Meat - The New Gold Rush?

#419053

Postby Millie » June 12th, 2021, 2:52 pm

I've just invested in the Rize Sustainable Future of Food ETF [FOGB] to (hopefully) take advantage of this area.

I also had a look at the Pictet Nutrition Fund

DYOR etc.

ReformedCharacter
Lemon Quarter
Posts: 1776
Joined: November 4th, 2016, 11:12 am
Has thanked: 1203 times
Been thanked: 603 times

Re: Clean Meat - The New Gold Rush?

#419057

Postby ReformedCharacter » June 12th, 2021, 3:18 pm

anteos wrote:It will decimate the farming industry and could see many breeds become extinct. Many species only exist because they have been managed by farmers.

All cattle (depending on definition) only exist due to selection by farmers and breeds have been becoming extinct for many decades or near extinct but saved by 'rare breed' groups. For example, Double Gloucester cheese was originally made from the milk of Gloucester cattle which produce milk with particular properties (something to do with the fat globules IIRC) and there are only a few of those left. Likewise the Dairy Shorthorn which was the mainstay of the milk producers until the Friesian (and then the Holstein x Friesian) became ubiquitous.

anteos wrote:I think it will eventually morph into a two tier market where the majority of the population eat lab grown meat, and the elite will have the real thing. Expensive hobby farms growing real meat for the rich.

More likely IMO that meat substitutes will likely replace much of the meat consumption rather than lab-grown but maybe both. I don't really think the term 'elite' is necessarily appropriate but perhaps real meat will return to its earlier role as a food for high-days and holidays rather than something that people expect to be able to afford to eat most days of the week. There's certainly an environmental niche for meat production but not as a mass produced food as it is at present. Sheep and goats are pretty good at turning poor quality grassland into food, provided they are farmed wisely - they can also be environmentally damaging too, particularly goats. And we seem to have too many deer in the UK which might just as well be culled and eaten. I'd agree that the agricultural industry needs to change, and it is:

Alt ice-cream enters mainstream as UK sales rise with the temperature. It may use peas or coconut and not cow’s milk but experts say plant-based ice-cream now makes up 14% of the market

https://www.theguardian.com/food/2021/j ... emperature

RC

doug2500
Lemon Slice
Posts: 419
Joined: November 4th, 2016, 11:51 am
Has thanked: 117 times
Been thanked: 148 times

Re: Clean Meat - The New Gold Rush?

#419070

Postby doug2500 » June 12th, 2021, 4:41 pm

It wasn't long ago that it would be derided as Frankenstein food, and that's what it is to my mind. I'd rather stick to responsibly reared real meat, for now at least.


Return to “Investment Strategies”

Who is online

Users browsing this forum: TopOfDaMornin and 5 guests