Series: Uncovered
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What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.13 March
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Danimer Scientific: Are vegetable based bioplastics the solution?
This episode focuses on Danimer Scientific, which was founded in 2004 and in 2007 purchased Procter & Gamble’s intellectual property on PHA technology. PHAs or Polyhydroxyalkanoates (let’s just go with PHAs) are polyesters produced by microorganisms.11 March
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Uncovered: Danimer Scientific (NYSE: DNMR)
We uncover Danimer Scientific, an American biotechnology company working to replace fossil-fuel based plastics with vegetable based bioplastics.10th Mar, 2023
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EM Portfolio is back and 2 small caps Uncovered
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us!27 February
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Uncovered: Unith
We uncover Australian technology company looking to capitalise on the ChatGPT hype, Unith (ASX:UNT). Previosuly known as Crowd Media (ASX: CM8), Unith is building AI-powered chatbots and aim to replace the text chatbots we see today with AI-generated visual chatbots.25th Feb, 2023
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Uncovered: Rare Foods Australia
We uncover Western Australian abalone producer, Rare Foods Australia (ASX:RFA). Known as "white gold" abalone is one of the world's most expensive seafoods and Rare Foods Australia farm the seafood with their unique sea ranch.18th Feb, 2023
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Rare Foods Australia: Farming one of the world's most expensive seafoods
For most of us, abalone, also known as ear shell, sea ear or mutton fish, is a seafood we’ve heard about but never tasted. They are single-shelled, algae-eating, marine molluscs. Rare Foods Australia, which up until last year was named Ocean Grown Abalone, built a world-first artificial reef to grow their abalone. Situated ~300km south of Perth in Augusta, Western Australia this artificial reef is made up of 5,000 separate concrete abalone habitat units. Each of these units can host 400 abalone each. Young abalone are sourced from an onshore hatchery and added to the units. They are then left to grow for two to three years before reaching a marketable size.18 February