Small amount of shares currently trading. Price activity divorced from fundamentals because of this.
Bubble.
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Great podcast (the Vergecast) interview with the Beyond Meat CEO.
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Iâm waiting for this too. 
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Went above $200 today
This valuation is quite peculiar. The entire alternative meat industry was estimated to be circa $4.6bn in 2018 and is expected to rise to just $6.3bn in 2023 (source). BYNDâs market cap is almost double of what the entire industry is expected to be in five yearsâ time.
With CAGR of only under 7%, I do not quite understand how this valuation is justified in any other sense than support against animal cruelty, which itself should not be a determinant for a companyâs capitalisation.
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I canât speak for the valuation aspect, but beyond animal cruelty thereâs other really very important benefits to not consuming so much meat, such as the environmental impact. Meat production is one of the biggest CO2 producers globally and certain farming aspects such as Soy for beef is very destructive, so it all feeds into (sorry) sustainability. I donât think we can carry on feeding the world with meat if population growth continues as it is.
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Be grateful you didnât invest at $200
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[spoiler][/spoiler]
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Iâm also not investing anymore at the current price, Iâll see how it behaves for a while but I expect a definite drop/adjustment
Will be back to this topic in 6 months.
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Their IPO in May was 9.6M shares for $25/ shares. (around $250M).
Now in July in 2 months insiders are selling 3M shares and company is offering 250k shares as a secondary offering.
Why couldnât the insiders wait till October - original lockout date?
This is insiders bypassing the lockout period by issuing a secondary offering. Huge red flag.
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The rationale for the small sale is there. Clearly explained well here:
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Iâll invest in NestlĂ© S.A (NESN.SW) because it is a stronger company and they are also offering plan-based meat alternatives, so after the big success of Beyond Meat proving the high demand on that I think theyâll definitely invest a lot on that area and their stock will 
Vote for Nestlé S.A at Stock Request - NESN.SW so Freetrade adds it soon! 
When they say the borrow rate for shorts is 100%+, does this mean those shorting are paying 100% /pa interest? Is this determined on a supply and demand basis? Few shares, many people taking the view its overvalued and want to short so those holding can charge higher interest?
Yes spot on, lock up means finite shares - priced mark to market so prices pushed high as demand > supply
Anyone else worried that Beyond Meat is still processed food?
Now, Beyond Meat and Impossible Foods are increasingly facing questions around how their products are made. The first backlash arguably hit in 2018, when the US Food and Drug Administration expressed concern over a key ingredient in the Impossible Foods burger. The company uses genetically modified yeast to produce the soy leghemoglobin, or âheme,â that gives its burger a meat-like flavor. The agency later gave the company its nod of approval.
So this must be about reducing red meat consumption (carbon footprint reduction?) and replacing it with processed plant-based patties for now until thereâs definitive research saying plant-based processed meat alternatives are better for you.
As for customer Allen, heâs decided that unless new research tells him otherwise, heâll continue to presume that Beyondâs plant-based burger is healthier. However, he doesnât plan to purchase it again at a fast-food restaurant. Thatâs because he discovered that once the bun and toppings are added, A&Wâs version has 1,110 milligrams of sodium.