“The animal agriculture industry is not long for this world”

[Bury the Trash]

Sweetbread?

Sweetbreads are nothing what so ever to with balls.
As a livestock farmer you should know what sweetbreads actually are .

 

[Yale]

Sweetbreads are nothing what so ever to with balls.
As a livestock farmer you should know what sweetbreads actually are .

I’m no cook either……

 

[Pilatus]

Must be a UK thing, not the same anxiety level here glad to say.

Thanks for your comment.
I do wonder if the population of densely populated countries,islands around the globe are more easily influenced/mislead by media hype than less densely populated countries like the USA, South America , the rural areas of China and India,Russia , Australia etc etc.
It’s when Burger King , MacDonalds, KFC etc ditch real meat for the Impossible Foods Inc fake ( meat)that worldwide livestock farmers need to get concerned.
But I may be thinking dribble.

 

[Bury the Trash]

I’m no cook either……

I've never cooked them either , but they do taste dam nice , probably very good nutrition wise as well .

 

[topground]

Anyone told the Maasai or the Mongolian herders?

 

[oil barron]

Tesla is valued the same as the top 50 companies in the ftse100. It's share price rose last week by more than the total value of BMW. Personally I think with it's p/e ratio it is in a massive bubble that will go pop one day when reality strikes!

P/E ratio only tells you a point in time now. Being able to read the growth story is where the magic is.

 

[Pilatus]

Anyone told the Maasai or the Mongolian herders?

Exactly.

 

[YorkshireAndrew]

According to official statistics livestock produce 50% of the methane & landfill 48% in the UK , perhaps the general public needs to get its act together over this but it’s easier to beat a minority with a big stick than a majority .

 

[s line]

Tesla is valued the same as the top 50 companies in the ftse100. It's share price rose last week by more than the total value of BMW. Personally I think with it's p/e ratio it is in a massive bubble that will go pop one day when reality strikes!

It will on monday.

 

[britishblue]

I do see that Tesla will grow but so will the big car companies get their act together . Is Tesla worth more than all the other car companies together. I don't think it is personally.

 

[Cowabunga]

I do see that Tesla will grow but so will the big car companies get their act together . Is Tesla worth more than all the other car companies together. I don't think it is personally.

There are many reasons that justify the valuation.

Prime among these is their own global charging infrastructure and the rate at which they are building and installing fast and reliable public chargers. No other company or companies combined comes even close.

The degree of innovation and speed of change within the company design and manufacturing process. Again nobody comes close and no other company will in the next decade at least. They are decreasing the number of parts in their cars and reducing the assembly time and number of robots required at a rapid pace. Their latest car floorpans will only have three structural parts, a front and rear unique alloy casting with a central structural battery pack joining the two. Already they only use a third of other’s labour to build the cars and I dare say they are on course to eliminating a similar proportion of robots.

The rate of expansion of their production.

The fact that they are vertically integrated, sourcing and owning their own raw materials to a significant extent and that they make most components in-house, including batteries.

They have cornered all production capacity for the Italian di-casting Gigapresses which facilitates their production efficiency for years ahead by buying all that can be made.

Their sales model is unique thus far and cuts out the middle man, the dealers, completely. They only sell on-line.

The lethargy of established rivals who are stuck in old ways and saddled with legacy debts and inefficient management and work practices.

Personal opinion only but I think the big Japanese brands in particular are in trouble and they probably know it. Tesla and the Chinese brands will slaughter them in the new electrified world. Even Renault/Nissan, which was an early pioneer of electric cars has suffered from a terrible lack of investment in the technology and innovation over recent years.

 

[Derrick Hughes]

How as Cows got onto cars .
Very confusing

 

[DrWazzock]

There are many reasons that justify the valuation.

Prime among these is their own global charging infrastructure and the rate at which they are building and installing fast and reliable public chargers. No other company or companies combined comes even close.

The degree of innovation and speed of change within the company design and manufacturing process. Again nobody comes close and no other company will in the next decade at least. They are decreasing the number of parts in their cars and reducing the assembly time and number of robots required at a rapid pace. Their latest car floorpans will only have three structural parts, a front and rear unique alloy casting with a central structural battery pack joining the two. Already they only use a third of other’s labour to build the cars and I dare say they are on course to eliminating a similar proportion of robots.

The rate of expansion of their production.

The fact that they are vertically integrated, sourcing and owning their own raw materials to a significant extent and that they make most components in-house, including batteries.

They have cornered all production capacity for the Italian di-casting Gigapresses which facilitates their production efficiency for years ahead by buying all that can be made.

Their sales model is unique thus far and cuts out the middle man, the dealers, completely. They only sell on-line.

The lethargy of established rivals who are stuck in old ways and saddled with legacy debts and inefficient management and work practices.

Personal opinion only but I think the big Japanese brands in particular are in trouble and they probably know it. Tesla and the Chinese brands will slaughter them in the new electrified world. Even Renault/Nissan, which was an early pioneer of electric cars has suffered from a terrible lack of investment in the technology and innovation over recent years.

A good summary of the difference between
a) a business owned managed and run hands-on by an engineer/entrepeneur, and
b) one taken over by accountants who have no real interest in the product or processes, only in how much money they can squeeze out of it short term.

Most businesses start off like a) and end as b) eventually.

 

[primmiemoo]

How as Cows got onto cars .
Very confusing

Two in the front, and three in the back?

 

[digger64]

Food is very price sensitive.

Unless they can produce gloop at below cost of real meat, it’s a non starter

true but could be corrupted by taxation

 

[holwellcourtfarm]

Please don't assume that this isn't possible. I'm pretty sure that when scaled up, this stuff could easily undercut the economic production costs of farmed animals. Whether it would be more energy efficient is another matter but creative accounting would probably justify that, just as it will to justify aeroplane travel to be carbon-neutral. People will just 'want' to believe it.

You only have to look at the growth of Tesla to see how possible this can be with the 'right' people and the money. The money is not an issue. It's already available with almost no limit for the right company with the vision and competence to persuade the markets that they will succeed in vertically integrated alternative protein production. There is hardly any need for clever marketing as that is already being done for free. Just as it is for that other parallel product and brand, Tesla.

If they can't get the cost low enough then, with all that influential investment behind it at risk, I can see them working to greatly increase the cost of animal agriculture to achieve the same effect.

 

[holwellcourtfarm]

According to official statistics livestock produce 50% of the methane & landfill 48% in the UK , perhaps the general public needs to get its act together over this but it’s easier to beat a minority with a big stick than a majority .

Not true.

Maybe for the biogenic methane but the oil and gas industry in the UK release way more than 2%

 

[Ffermer Bach]

We have a name for the tactics used. It's cancel culture, with every scrap of tripe that can be skewed against livestock farming (wtf is this "animal agriculture" nonsense?) utilised against the shared human culture of rearing and keeping domesticated animals for our food, our clothing, and so many other benefits to humanity.
Call it out at every point where it occurs. Modern vegan activist thinking is an extreme, and it promotes cancel culture.

I am reading Nicole Masters book or the love of the soil, it is absolutely amazing the complexity of the soil food web and beyond belief the hubris of man that we think we can supplant that with some "gloop" made in a factory. I am sure, that nature will bite back in some form or other if we continue down that road.

Amazon.com

 

[Ffermer Bach]

People who invest that much, especially the biggest investors, do take reasonable due diligence. You cannot assume that any particular company will not succeed and it is the height or arrogance to assume that none will succeed. There will be casualties along the way, there always are. The thing is, how do we ensure that agriculture as we know it isn't the biggest casualty?

not every big investor takes due diligence, they can get caught up in the hysteria just like anyone else!

Theranos founder Elizabeth Holmes 'lied and cheated', trial hears

Elizabeth Holmes pretended her blood-testing technology worked in order to enrich herself, prosecutors say.

www.bbc.co.uk

 

[oil barron]

not every big investor takes due diligence, they can get caught up in the hysteria just like anyone else!

Theranos founder Elizabeth Holmes 'lied and cheated', trial hears

Elizabeth Holmes pretended her blood-testing technology worked in order to enrich herself, prosecutors say.

www.bbc.co.uk

Nikola CEO Keeps Focus On Truck Production In Wake Of Founder’s Fraud Charges

The company’s shares sank nearly 9% after it said tight parts supplies may push the start of commercial sales to early 2020.

www.forbes.com

Another recent example.