@viljo Check out hydroponics and aeroponics systems. Here’s a video full of info and names companies that are already at some stage of this change:
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no, it’s not on the stock exchange.
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It’s listed on the London Stock Exchange. Owns a share of Solar Foods, among others.
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Kalera has been listed on the stock exchange.
Just add renewable energy electricity generation to those vertical farming buildings. Let’s also add electrolyzers+batteries and good software to run the whole system.
Kalera is actually considering something like this:
“BofA Securities, which is a part of Bank of America Corporation, will assist Kalera in its review of certain strategic options available to the company including a transaction involving a listed special purpose acquisition company (SPAC).” Kalera-Announcement-rengagement-of-BofA-.pdf (89.5 KB)
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This company in the USA sells indoor garden devices so that everyone can grow their own food at home or in their garage.
This taps into both the clean, local food and the “cocooning” trends.
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Here’s another one riding the wave. A tear-jerking 881% increase already this year. Might also be related to the cannabis hype. https://growgeneration.com
GrowGeneration Corp owns and operates specialty retail hydroponic and organic gardening stores. The firm is a marketer and distributor of nutrients, growing media, advanced indoor and greenhouse lighting, ventilation systems and accessories for hydroponic gardening
There seems to be growing interest in hydroponic gardening, especially among hobbyists.
From the company’s own website:
GrowGeneration.com is your one-stop shop for hydroponic grow supplies, products, systems, and more. From propagation to harvest, we have everything you need for your special garden. We offer the best deals and discounts on the best grow products on the market. GrowGeneration serves customers across the nation and carries a wide inventory of renowned cultivation brands.
GrowGeneration is the Industry leader in commercial sales and large-scale grow design. The GrowGeneration Commercial Team is armed with industry leading professional consultants. Our team is here to help fully manage any size or scale project. We offer turnkey facility designs, cultivation room design, and on-site project consultation.
For all of your cultivation needs, GrowGeneration has the right products, service and staff to make your grow successful. Shop our discount hydroponic grow supplies and products today. If you have any questions, please give us a call and speak to one of our experts.
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As a land surveyor, I have to say that Trimble is the biggest player in the field, along with Leica (another company worth following). Trimble manufactures surveying equipment and software for processing survey data. Most of the total stations (those camera-like devices) seen in Finland are manufactured by Trimble, and municipalities, in particular, favor this company. Almost all infrastructure projects require a land surveyor at several stages, and a land surveyor needs Trimble. Sorry for the off-topic.
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Hey, just a topic, since Trimble has good agricultural expertise.
Here’s my tracking, Kalera in the portfolio. Other things seem to be mostly LED sellers, Osram probably has a bit of everything.
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Let’s jump into the discussion and the forum in general about Trimble, as I’ve gained quite a good insight into the company over the years. I see Trimble as one player in the larger market of environmental measurement, modeling, construction digitalization, geospatial data… This is an interesting field because it’s pretty much linked to most megatrends in one way or another, but I still think it’s somewhat “bubbling under”. In my opinion, listed companies like Hexagon AB, Vaisala, Topcon, Autodesk, FARO… belong to this same group.
It might be appropriate to separate the discussion about these into a separate topic, if there are enough interested participants?
The agriculture side itself is a relatively small part of Trimble. The technology is essentially related to GNSS-assisted optimization of tractor tracks and some degree of autonomy. In addition, there is some kind of software for farm data management. The largest markets are, as I understand it, where the cultivated areas are largest, e.g., the USA and Eastern European farmlands. Other strong players in this segment, besides the mentioned Ag Leader, include the more traditional John Deere.
Generally, information about new technologies in agriculture can be found by searching with terms like “Smart Farming” and “Precision Agriculture”. Does anyone have an idea how AGCO, which also owns Valtra, is involved in the change?
I still own ADM, which acquires and processes grain and vegetable oil products, and offers services for storing and transporting agricultural products. In addition, I own LAND, which owns and leases farmlands in the USA. For me, it’s mainly diversification of REIT holdings and steady dividend income. I wouldn’t call these disruptive, though.
At some point, I followed a listed company called Parrot, which a couple of years ago heavily marketed various camera-carrying drones for monitoring crop growth and health. It seems that didn’t really take off, and Chinese DJI is taking over this market too. Have any new players emerged in this field of plant monitoring, either from the ground or from the air?
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LED iBond sells lighting solutions for vertical farming, among other things. It’s a small company and probably not familiar to many:
Maybe this is relevant to the thread:
Ekobot AB is the company behind one of the world’s first fully autonomous field robots that can take care of mechanical weed control with exceptionally high precision. We at Ekobot help farmers and growers reduce costs of weeding crops while also doing it in a CO2 neutral and ecological way.
The company is listing on First North and the offering is open until March 2nd. I haven’t had a chance to look into it yet, but I’m posting it here before I forget about it entirely.
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Caught my eye in another thread. I googled for a few seconds, unfortunately I don’t have time to delve into it any deeper right now. But these bioreactor things have been discussed in this thread as well.
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By the way, ARK is the biggest owner in that Aqvabounty.
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I have personally made a small investment in the Canadian company Burcon NutraScience. My belief in this company was strengthened by factors such as its collaboration with Nestlé, as well as other arguments that can be explored in the Seeking Alpha analysis below.
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There was an article in today’s Helsingin Sanomat about Aquabounty. An interesting company, and it may well be that sometime in the distant future, GMOs will be completely normal. However, I feel that the time is not quite ripe yet. It would be cool if I could go ice fishing for those giants!
@Bob5000 I myself have been following the development of Trimble and various drone scanners/hyperspectral cameras in the forestry sector, and even now it’s possible to determine needle nutrient balance, diseases, and rut depressions from the air. It seems there’s still some way to go and development work ahead for the operation to be economically viable. I also recall reading that hyperspectral cameras can be used to screen areas in fields where fertilization will be targeted. Data obtained from drones is combined with the tractor’s computer, and fertilization thus occurs optimally.
Trimble Forestry’s products are used by at least Stora and its subcontractor chain, as well as Metsä Group. The application plays a very important role for them and has decent functionality, but it has been very buggy, at least in recent years. Some growing pains, apparently.
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My field is in agriculture. Based on my own experiences, I can say that the attitude towards GMOs on the producer side is still very divided. I would argue, however, that attitudes have evolved to be more GMO-positive globally. All sorts of C4 rice projects and genetically modified salmon will most likely be standard fare in the future.
Just my two cents.
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On February 8, 2021, Aquabounty raised $127M in capital through an offering. At that time, the share price was approximately $9.60, and the subscription price was $8.50. Now, the share price is “only” $7.13, and the company’s market value is $322M.
You can follow the price per kilo of Norwegian salmon here: https://salmonprice.nasdaqomxtrader.com/public/report;jsessionid=5FF21231119926A5769F6FDCE45256A1?0
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I’ve also been tinkering with various scanners and cameras in recent years, partly in connection with the forestry and agriculture sectors, so it’s interesting to hear your thoughts from that side!
The obstacle to growth at the moment seems to be that, for example, for a forest or agricultural hectare, the costs of drone measurement or other on-site operations are too high compared to the benefits gained. For example, the monitoring and measurement of Finnish forests are largely based on large-scale laser scanning from airplanes (by the way, Trimble Inc. is partly involved in this, although Hexagon AB is even more so), as well as partly on the interpretation of satellite imagery. In these, automation and modeling can be utilized for large areas at once.
Having followed closely, especially in the forestry sector, experiments are actively carried out by industry organizations and large companies, but in agriculture, the experimentation with new technologies is left to individual enthusiastic farmers and researchers.
Trimble Forestry, by the way, seems to have been practically born entirely through acquisitions, consisting mainly of Fifth Element (2015), Savcor (2017), and Silvadata (also 2017) acquired from Finland.
Earlier I mentioned the idea of Precision Agriculture, and after that, I came across a pretty good and concise Nasdaq article from last autumn: https://www.nasdaq.com/articles/what-is-precision-farming-and-who-are-the-players-to-watch-2020-10-07
Trimble, John Deere, and AGCO are also mentioned there as strong players, but new names also caught my eye for further study, such as Raven Industries.
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