  


I’ve been following this stock since 2020, this has helped me correctly call some significant movements and conversely, avoid the… Extensive down swing. Over time I’ve built up a thesis on what exactly moves the stock and what doesn’t. I’ve illustrated this in the chart above.



The first parabolic run (almost 1000%) was courtesy of a golden combination of low interest rates, hype in alternate proteins and Jim Mellon publishing the book ‘Moo’s Law’ and going on interview circuits, putting Agronomics and lab grown meat in worldwide news.



Unfortunately due to the market crash, interest rate hikes, funding conditions, company attrition and, ultimately, the difficulty and time it has taken to actually pull off this science fiction technology. The stock slowly drifted back down over the last 4 years.



The second smaller wave was triggered by Agronomics once again hitting worldwide news due to a company within its portfolio (Meatly) successfully being the first company in the world to ‘bring lab grown meat to the shelves.’ This resulted in a smaller (about 130%) run.



Despite the impressive display of technology this was in the end, just dog food and so the stock has drifted down somewhat. Which leads us to what I believe will trigger the next parabolic run.



[In Spring 2027 Lab Grown Meat will be legal to sell to humans](https://www.gov.uk/government/news/new-guidance-for-cell-cultivated-and-novel-food-businesses) in the UK two companies within the Agronomics portfolio are already part of this UK government sandbox fast track, Blue Nalu and Mosa Meat of which Agronomics owns 12.96% and 1.7% respectively. Agronomics also owns 27.8% of Supermeat and 11.57% of Meatly who are expected to immediately benefit from the legalisation, both attempting to finish factories in time.



This is going to be a worldwide news event, that is guaranteed, **Agronomics remains the only way for a normal investor to invest in lab grown meat**, multiple of their companies are directly involved and stand to significantly benefit. Every time there has been a worldwide news event with lab grown meat, Agronomics has gone on a run.

  
This is of course still a very risky bet on a new industry with considerable growing pains, only invest what you are willing to lose.



tldr: Agronomics (£ANIC) is a publicly listed investment fund of 20 companies using technology to revolutionise the food industry. Like the S&P500 for the future of food or being able to invest in solar panels or electric cars 15 years ago. 

My highest risk UK position: ANIC, waiting for the third wave