The Magic Valley Memo Live!

The last time we met a company that was on the wave of 10 years of industry development and momentum and only needed one year to pass regulatory requirements, they were able to capitalize and lead the market very quickly. Without any further funding, they listed on the ASX and reached $662 million mcap.

There are scary similarities with Magic Valley.

MV’s founding team led by Paul Bevan has extraordinary experience in the cell and meat-based production space and when coupled with the Godfather of Cell research David Haylock and an ex-fund manager helping lead the commercialization plan in Gavin Preston, CFA - the future of sustainable, scalable, environmentally and animal friendly quality meat production is in good hands.

If we look at the top NASDAQ companies it’s often overlooked that the commonalities are that they actually all build infrastructure start out as B2B and inevitably become B2C… The opportunity with MV is exactly that. Even more potently - meat prices are ever on the rise and anything completely scalable that can replicate taste and quality will inevitably begin to take market share.

<.3% of Australia’s meat production would make MV a >$100m annual turnover business and securing contracts with the likes of Woolworths and Dominoes would put serious leaps in that progress - as the core ingredient supplier to many enormous food producers.

So if you believe that one day the world will benefit from non-harmful, unlimited-scale meat production, then you are staring at the current leader.

Read the memo here.