Great podcast (the Vergecast) interview with the Beyond Meat CEO.
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Iām 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). BYNDās market cap is almost double of what the entire industry is expected to be in five yearsā 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 companyās capitalisation.
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I canāt speak for the valuation aspect, but beyond animal cruelty thereās 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 donāt think we can carry on feeding the world with meat if population growth continues as it is.
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Be grateful you didnāt invest at $200
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[spoiler][/spoiler]
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Iām also not investing anymore at the current price, Iāll 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 couldnāt 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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Iāll invest in NestlĆ© 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 theyāll definitely invest a lot on that area and their stock will 
Vote for NestlƩ 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 āheme,ā 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 thereās definitive research saying plant-based processed meat alternatives are better for you.
As for customer Allen, heās decided that unless new research tells him otherwise, heāll continue to presume that Beyondās plant-based burger is healthier. However, he doesnāt plan to purchase it again at a fast-food restaurant. Thatās because he discovered that once the bun and toppings are added, A&Wās version has 1,110 milligrams of sodium.
I bought a pack from Tesco. They are priced at Ā£5.50 (two patties). I used an air fryer. I donāt think Iāll have another one anytime soon after I saw the amount of oil that came out. 