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   Technology StocksImpossible Foods and Beyond


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To: Glenn Petersen who wrote (47)6/8/2019 1:44:58 PM
From: SI Ron (Soup Nazi)
   of 151
 
No one put up a board for that stock?

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To: SI Ron (Soup Nazi) who wrote (48)6/9/2019 10:20:13 AM
From: Glenn Petersen
3 Recommendations   of 151
 
zax put up the Impossible Foods board prior to the Beyond Meat IPO. Perhaps he should expand the title and scope of the board to include both companies. An Impossible Foods offering is inevitable. Even though they deny that they are considering it and have not had any problems raising private equity, the Impossible Foods people have to be seriously considering going public. Irrational exuberance does not last forever and they have a fiduciary duty to their shareholders to exploit the current market conditions. The pricing of the Beyond Meat left a lot of money on the table. The underwriters, who had to know the extent of the demand for the offering, screwed the company. Impossible Foods does not have to repeat that mistake.

Kudos to zax for recognizing the “meatless meat” trend.

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From: Ron6/11/2019 10:33:45 AM
   of 151
 
BYND nice pullback here on a downgrade.
Meanwhile:
Beyond Meat Announces 'Meatier' Burger for Summer
marketwatch.com

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To: Ron who wrote (50)6/12/2019 1:54:14 PM
From: zax
3 Recommendations   of 151
 
I've (for now) associated the BYND (Beyond Meat, Inc. 142.30 +12.90%) ticker symbol with this board as a temporary placeholder to give you folks an inkling of a clue as to the potential of an Impossible Foods IPO.

I have also made a change to the board introduction:

Old Text:

No IPO has yet been announced.

New Text:

No IPO has yet been announced. We'll use the BYND ticker with this board, for now, as no small hint to Pat Brown: If your also-ran competitor can do this outrageously well on the public market, why not make a go of it yourself? People are dying to give you their money and help you save the world. Think about all the talent you could acquire in your quest to save the planet when you can PRINT YOUR OWN MONEY.

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From: zax6/12/2019 7:55:19 PM
   of 151
 
Tonight I tried No Evil brand Italian Sausage, which my wife picked up for me at Whole Foods.

It is edible. It is spicy like real sausage, and the texture is weakly passable for meat. It has a bit of an unpleasant after-taste, sort of like the way certain older sugar substitutes have an unsavory aftertaste serving to remind you that you are eating something with an additive or imitation flavor. You get that "chemical-ish" experience.

I was able to finish my plate, but I won't be having this again.

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To: SI Ron (Soup Nazi) who wrote (30)6/13/2019 11:45:37 PM
From: Alex MG
1 Recommendation   of 151
 
You are right, vegans are a satanic cult


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To: Alex MG who wrote (53)6/14/2019 10:18:27 AM
From: zax
   of 151
 
Not sure that I buy into the conclusion of this study, but here it is, nonetheless...

Lab-Grown Meat Will Overtake Plant-Based Alternatives By 2040, Study Says

Cultured meat could overtake plant-based alternatives like Beyond Meat and Impossible Burger as early as 2040, according to a new report. The research, from consultancy firm AT Kearney, finds that meat grown in a lab from cells will ultimately become more popular than vegetarian food that replicates the taste of animal products. By then, most of the world's burgers will be entirely meat-free. The report claims that, over the next 15 years, the market will shift toward lab-grown meat as alternatives struggle to maintain their momentum from early innovation. Consumer preferences will also drive a shift to the lab-based approach, as the researchers argue that the similarity to meat drives commercial potential and that, ultimately, lab-grown meat will still taste and feel much more like the real thing.

These products will drive down meat consumption even as the whole industry expands, but scientists are unsure whether this will be good for climate change. University of Oxford research found that, while methane-producing cows are lambasted as a major source of greenhouse gases, the methane they produce only stays in the atmosphere for around 12 years. Carbon dioxide, which a lab would in theory produce in spades to power the production of cultured meat, can last for thousands of years. However, this week's report pushes back on this notion, and finds that meat alternatives are far more resource-efficient than conventional meat. When taken as a grain-to-meat ratio, animals only operate at around 15 percent efficiency. Cultured meat only needs around 1.5 kg of crops like soy, pease and maize to produce 1 kg of beef, resulting in a 70 percent conversion rate. Plant-based products need around 1.3 kg per kilo of "meat," resulting in a 75 percent conversion rate.

via SlashDot

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To: zax who wrote (54)6/14/2019 12:06:35 PM
From: Glenn Petersen
1 Recommendation   of 151
 
Taste will be a work-in-process. Look how long it took artificial sweeteners and no-sugar-added ice cream to get it right.

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From: Glenn Petersen6/21/2019 1:21:51 PM
3 Recommendations   of 151
 
The Fake Burger Face-Off — Impossible Foods Vs. Beyond Meat

uproxx.com

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To: Glenn Petersen who wrote (56)6/21/2019 1:51:37 PM
From: Ron
1 Recommendation   of 151
 
Without getting too deep into the weeds here, I notice the Beyond Meat is mostly yellow peas, rice
and beans and the Impossible is mostly soy, coconut oil and potato. I'm guessing the Beyond is heavier
with carbs. Would like to see a more detailed nutritional analysis. The Beyond Burger was 'pretty good'
that's as far as I'll go, but the price was very high compared to top quality ground beef. The Burger Kings
here aren't carrying the Impossibles yet, but when they do, I'll definitely try them out.
BYND has been a great day trader... have yet to hold the stock overnight.

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