Dr. Foods! Set up to be a Research and Development, Importer, Reseller, and Manufacturing company for Next Meats (NXMH) products.
Formerly $AWGI and then $CPSL
A VERY oversold stock that MMs have manipulated to hell. (Looking at you CDEL...)
Anyway, from one of the previous 8ks: "The Company intends to serve as a vehicle to affect an asset acquisition, merger, exchange of capital stock or other business combination with a domestic or foreign business. As of the date of this report, the Company had not yet commenced any such operations."
NXMH and WBBA (Next Meats and Wayback Burger): Owned by the same head honchos with a vast amount of experience and drive. Both are coming to the U.S. very soon. The Japanese culture does not accept failure.
Ties with Euglena: Next Meats signed a joint product development agreement with Euglena in December 2020. In January 2021 Euglena obtained GRAS certification by the FDA which allows them to sell products in the US. Next meats management purchases AWGI shell from Moody/Denunzio in 2021. I think all 3 (NXMH, DRFS and Euglena) are connected in some way. (Possible merger/partnership?)
Here are some other connections that Next Meats and Dr. Foods has: IKEA, Hoya, ToyotaTsusho, Yoshinoya, AEON, KEMEDA SEIKA, Omron Healthcare, DEMON SLAYER (Yes, the TV show), Albirex Niigata Football, and Global Good Plant Meat.
TL;DR: Something big is brewing here (Hope it's not my bags) and I'm not missing out on this one.
By large my highest confident long term play of all the market
For full text you can read here:
https://www.reddit.com/r/SPACs/comments/o4xu64/nvve_analysis/
- Toyota Tsusho (the Venture capital subsidiary of Toyota) bought the 7,8% of the company on Seeds A in 2017.
- The University of Delaware has an 8,8% stake because they where the first to evolve the technology in 1990... And guess what? Biden went to UoD... So, connect the points
- Fromed a USD 750M joint venture with Stonepeak with $SNMP where NVVE is owner of the 51% and invested zero dollars, just contribute with his technology and know how
- Partenered with BYD for 5000 battery electric vehicles in five years (Take note, BYD is the only Warren Buffet position in EV)
- $NVVE REV 2022 PROJECTED / MARKET CAP X7,18 while the sector average is 47,2
- Volkswagen, Hyundai, Kia and $LCID already announced they will make cars with V2G technology
- Biggest electric-buses developers ($BLBD and $LEV) are selling their vehicles with V2G batteries. BLBD already sold 150k buses and LEV is working on the production of 20k buses per year.
-$LEV announced collaboration with $NVVE
https://nuvve.com/nuvve-and-lion-electric-announce-v2g-collaboration/
I really think this can be above USD 100 in the next 3 years, We dont usually see a 220M market cap company with Biden and Buffet connections (and 375M equity value only from a joint venture)
DISCLOSURE: Long here for the next 3 years with 5600 shares, looking for a 900% upside in the next 3 years
DISCLAIMER: I am not a financial advisor. Do your own due diligence.
My first attempt at basic DD, so please leave constructive feedback if you have any.
Lithium mining and refining company with projects in Australia, Argentina, Japan in Canada.
Recently merged with Galaxy Resources ASX:GXY to create a top 5 global Lithium company. Planned re-branding to Allkem after 2021 AGM.
Currently 91st biggest company listed on the ASX with plenty of growth achievable between now and FY28.
Commercial agreements and contracts
Toyota Tsusho Corporation has ~10% stake in ORE and as a result has contracted supply agreements in place with Toyota for both LCE and LiOH.
Other current contracted supply with Chinese companies B&M Science and Technology and XTC New Energy Materials.
Current MOU with Prime Planet and Energy Solutions (PPES, a JV between Toyota and Panasonic) to supply 30ktpa by FY25.
https://preview.redd.it/cj32n7mvqky71.png?width=863&format=png&auto=webp&s=88e6383ee97283312033236f1531b033a4fdc73f
I will try to talk about the company based on post-merger information. As this only happened 25/08/2021 there is some annoying piecing together and a few assumptions I have made.
SP chart, correlation to price of the commodity
Lithium carbonate auction price, data mostly taken from au.investing.com but more recently tsl.100ppi.com. No real signs of the run stopping, seems to have slowed recently but still increasing over 1% per week.
https://preview.redd.it/6s79esv2rky71.png?width=881&format=png&auto=webp&s=d2e9f8980e89c18fe95e822a19dd87f428306fae
Unable to find a reliable source of pricing for SC6 (Spodumene) backdated to draw a graph, but the trend follows carbonate with current market pricing around $1650/t, auction pricing up to $2650/t.
Projects
https://preview.redd.it/02pa2em4rky71.png?width=1526&format=png&auto=webp&s=50da91b496d5a1dcdf3b900699df9a427031d42e
In production
Lithium brine in Argentina with the Olaroz/ Cauchari project, stage 1 in production with 12-15ktpa. Stage 2 construction 60% complete with full production expected by FY25 up to 25ktpa and stage 3 42.5ktpa planned. 11.20Mt resource size.
Spodumene in Western Australia with the Mt Cattlin project, current production 220ktpa. Currently stripping the 2NW section of the mine after finishing drilling. 8Mt reserve, 11Mt resource @ 1.20% Li2O.
Boron minerals from
... keep reading on reddit β‘Next Meats Co., known for the first ever plant-based barbecue meats "NEXT Yakiniku", as well as the beef bowl analogue "NEXT Gyudon", had announced the creation of their plant-based egg alternative "NEXT EGG 1.0" in Juneβand now have added pork, tuna, and milk to the list of their new animal-alternative products.
Ryo Shirai, (Co-founder of Next Meats Co. and CEO of Next Meats Holdings (OTC Pink: NXMH)) says they are thrilled to be able to respond to the myriad requests they had received from fans to develop a pork alternative, and to also release the company's first alternative fish product. In Japan pork is consumed the most out of all types of meat and seafood is consumed widely as well, so Next Meats believes the release of the NEXT Pork and NEXT Tuna is an important step towards a more sustainable future.
The NEXT Pork will be available as a ready-to-eat meal, with the pork sliced and sauteed in a slightly sweet but savory sauce consisting of soy sauce and gingerβjust like "Shoga-yaki", a popular dish in Japan. Precise details of the NEXT Tuna and NEXT Milk will be announced at a later date closer to its release, but all products are scheduled to launch first in Japan around October through Next Meats' online shop.
About Next Meats
Based inΒ Tokyo, Next Meats is a food-tech venture company that specialises in the research and development of Japanese-style alternative meat products. Its journey of product development began in 2017, and the company was officially established in June of 2020. InΒ December 2020Β they announced their partnership with Toyota-Tsusho Corporation, and was listed on the American OTCBB in January of 2021. The company is currently rapidly expanding their presence to over 9 countries. They plan to research various types of alternative proteins in the future and aim to replace all animal meats by 2050.
Source - https://www.otcmarkets.com/stock/NXMH/news/story?e&id=1988235
I don't want to step on anybody's toes here, but the amount of non-dad jokes here in this subreddit really annoys me. First of all, dad jokes CAN be NSFW, it clearly says so in the sub rules. Secondly, it doesn't automatically make it a dad joke if it's from a conversation between you and your child. Most importantly, the jokes that your CHILDREN tell YOU are not dad jokes. The point of a dad joke is that it's so cheesy only a dad who's trying to be funny would make such a joke. That's it. They are stupid plays on words, lame puns and so on. There has to be a clever pun or wordplay for it to be considered a dad joke.
Again, to all the fellow dads, I apologise if I'm sounding too harsh. But I just needed to get it off my chest.
$NVVE: NUVVE Corporation develops vehicle-to-grid (V2G software technology. The company's Grid Integrated Vehicle platform, GIVe, transforms electric vehicles into grid assets when charging and uses electric vehicles to store and resell energy to the electric grid. The company's technology is a cloud connected application that ensures each vehicle has sufficient charge for its next trip before calculating how much remaining capacity is available to sell to the grid. It serves public organizations, businesses, and homes by reducing the cost of electric infrastructure and reducing CO2 emissions through its programs of workplace vehicle charging and campus fleet vehicle charging, commercial delivery fleet charging, and multi-unit dwelling car sharing and charging. The company was founded in 1996 and is headquartered in San Diego, California.)
EV Charging services for V2G Technology. Became public company with NBAC Spac. V2G (Vehicle-to-grid) is a technology that enables energy to be pushed back to the power grid from the battery of an electric car. With vehicle-to-grid technology, a car battery can be charged and discharged based on different signals β such as energy production or consumption nearby. So, you can charge your vehicle at night when demand is low (and price is cheap) and send power back to the grid when demand is high (and the price is high). This is good for consumers, and itβs good for energy companies, who must develop an infrastructure with the ability to response on high-demand season. But if V2G can help to reduce this variability, energy companies can reduce expenses to maintain the grid.
I think the best case to understand the usefulness of this it's to imagine the fleet buses of a school or a transportation company. I don't think people will buy a car with v2g technology to take advantage of the energy prices. In other words, this is a B2B bussines, not B2C
Right now the only place where they have this technology full operating is Denmark, but is working hard to develop in USA.
Something that really excited me about NVVE is the fact that Toyota Tsusho (the Venture capital subsidiary of Toyota) bought the 7,8% of the company on Seeds A in 2017.
The University of Delaware has an 8,8% stake because they where the first to evolve the technology in 1990
https://preview.redd.it/v44hni3man671.png?width=574&format=png&auto=webp&s=54d734226cc1a628e324375e1f262527045e2ed7
BIDEN INFRASTRUCTURE PLAN
Everybody knows B
... keep reading on reddit β‘
