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Beyond Meat or Maple Leaf Foods
January 18, 2020
11:01 am
Bud
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Interesting Mccain came out with his rant a couple days before his competitor I.F. was approved by health canada and what does needing approval say about..

I see Maple Leaf a bit like the water bottle n can food industries in case our natural food supply was disrupted theres an alternative.

I.F. M.F. vegan partnership anything is possible

January 18, 2020
1:48 pm
Bill
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Dean, often one's personal view of a product is not a good indicator for investment purposes. I've no use for yoga but Lululemon's sitting at about $US240, I believe. It's true that increasing numbers of people of all ages are at least partly eschewing animal products in favour of plant (in my personal experience most seem pale and/or low-energy folks to me, but that's not a very good sample I suppose), in fact it's pretty much de rigueur among the young, and the concept that it's a positive move seems to be generally accepted with no clear sign it's a short-term fad. Hippies five decades ago were interested in vegetarianism and yoga and now both are mainstream. So despite your and my lack of interest it does seem to be a growth sector of the economy, and the trick is to figure out who will be the Lululemon of meatless.

January 21, 2020
10:14 am
Dean
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Bill,

In most cases I would agree with you ^, but Not in this particular case.

When people start to realize how Unhealthy these highly-processed, factory manufactured, multiple-content 'fake meats' really are, the interest in them will surely fade.

This has all the trappings of the failed Fat-Free Foods Fad, of the 1990s. Needless to say, the companies involved (and their investors) did Not do well.

Anyone interested in investing in the companies involved in manufacturing these fake meats, might want to step back and ... 'Think Again'❗

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 21, 2020
1:09 pm
Briguy
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Just curious, has anyone here eaten a "Beyond" product? I read on RFD one member said it gave him gut rot, LOL

January 21, 2020
1:34 pm
Peter
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Yes, I ate an A&W Beyond Meat burger and it was pretty good.

January 21, 2020
2:05 pm
Briguy
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Peter said
Yes, I ate an A&W Beyond Meat burger and it was pretty good.  

I read that they taste ok, but Impossible Meat burgers are much better. I think more and more companies are going to get into this market and drive the price down till eventually we will be paying almost nothing for a " No Frills" or "Kirkland Signature" protein burger. I don't think they are good stock investments unless you got in early, similar to what happened with weed stocks.

January 21, 2020
5:00 pm
Loonie
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This new generation of fake meat burgers is a step up in flavour from the older ones made by Yves etc., which were terrible IMHO. And the texture is more palatable than Yves, if not exactly meat-like.

I didn't remember the name of them but I have had the ones that A&W sells. Last summer at least, you could get them in a few selected stores, refrigerated, to cook at home. We bought some because of entertaining a strict vegetarian guest, and we all ate them.

The flavour is remarkably meat-like, but the texture is not. On the other hand, I don't think McD's burgers taste like meat either even though they are, as they are pummelled into oblivion like baby food and who knows what's in them either, really?

I read somewhere that they have invented a synthetic form of heme (as in hemoglobin), which is the essential ingredient in creating the meat taste, and that is what is behind them.

But they were ridiculously expensive. We would not buy them again, except if needed for a guest, but I think a lot of people would and will continue to do so. The price needs to come down though. I can't remember for sure but I think they were approx $2.50 each? - in packages of 2.

January 21, 2020
7:08 pm
Bud
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was a bit disappointed with A&W veg burg last year. bit small overpriced. doesnt taste much like beef but still taste ok

January 23, 2020
4:42 pm
Briguy
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I wonder if cricket burgers will ever take off in Western world? Those are another potential source of protein that can be mass produced. Most of us eat crustaceans like shrimp which are the ocean equivalent of insects on land.

January 29, 2020
9:04 am
Dean
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.
It looks like it's already starting to happen❗

.
Tim Hortons pulls Beyond Meat:

.
Burger King cuts Impossible Whopper:

.
Who's next❓

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 29, 2020
3:35 pm
Bill
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Apparently USA KFC is trying some meatless now.

Somehow I don't think folks who eat at the traditional meat-based fast-food giants are representative of the growing "no animal stuff" crowd, probably better to see what's going on at the grocery stores to discern what's coming.

January 29, 2020
4:19 pm
Briguy
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Bill said
Apparently USA KFC is trying some meatless now.

Somehow I don't think folks who eat at the traditional meat-based fast-food giants are representative of the growing "no animal stuff" crowd, probably better to see what's going on at the grocery stores to discern what's coming.  

We're going to see an explosion in 2020 of companies producing these fake meats.The biggest food company in the world, Nestle, has already introduced the Awesome burger in USA.

From CNN:
https://www.cnn.com/2019/09/24/business/nestle-awesome-burger-plant-based-meat/index.html
Kellogg plans to launch a line of meat substitutes called Incogmeato under its Morningstar Farms brand next year. Kroger is introducing its own plant-based products, from burger patties to Bolognese sauce to sour cream, this fall. Hormel Foods, maker of Skippy, Spam and AppleGate, has also introduced a line of plant-based and blended products, as has Tyson, one of the world's biggest meat, pork and poultry processors.

January 29, 2020
4:56 pm
Bill
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With meat you always know what kind, saying it's meatless just tells you what it isn't. I won't touch soy with a ten foot pole while I would eat lentils or beans, so it'll be important to read labelling for many people. I once asked at Tim's whether their meatless thingy had soy and no-one knew, closest I got was "I don't think so."

January 29, 2020
7:55 pm
Bud
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Beyond meat is bogus if thats the one i tried taste more like a lentl bean burger or somethin not filling n overpriced

January 30, 2020
9:15 am
Dean
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Bill said
Apparently USA KFC is trying some meatless now.

Somehow I don't think folks who eat at the traditional meat-based fast-food giants are representative of the growing "no animal stuff" crowd, probably better to see what's going on at the grocery stores to discern what's coming.  

'Fake Chicken' ... that's just too Funny‼LOL sf-laughsf-laughsf-laugh

Side Bar:
'Real' Vegans aren't interested in meat ... whether is real, or fake.

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 31, 2020
4:40 am
rodeworthy
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Unfortunately, there seems to always be a trade-off in 'faux' products:

what-do-you-gain-with-meatless-burger.gif

Depends on what one is trying to achieve by adopting 'plant-based' foods. Trading low cholesterol for high sodium content doesn't work for me. Others may be interested more in animal welfare. Or just the latest fad....

January 31, 2020
5:54 am
Bill
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Agree, rodeworthy. Again, as an investor, focusing only the nutritional value of these things is not the approach I'd take, lots of businesses have done very well selling "junk food" for decades, some have been very good investments. People in the first world choose food for social signalling or status, convenience, taste, price, it's something new to them, it's something familiar to them, perceived nutritional content, all sorts of reasons.

January 31, 2020
6:04 am
Loonie
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I'm not sure where this chart came from but it is not a valid comparison to compare the plant-based products to plain ground beef or turkey.
The plant-based ones mentioned are "products", which is to say they have been manufactured to create a certain taste, with an emphasis on fat and sodium, which they are trying to match with animal-based burger products.

The comparison would have to be with products such as packaged burgers or those available at fast food outlets, not plain ground low-fat meat.

If you made a burger out of plain ground meat, you would almost certainly add sodium to it, to taste, unless you were on a special diet.

My guess is that if the proper comparison was made, the results would be similar to commercially available meat patties as the purpose of the veg ones is to make them taste like meat ones. The exception might be turkey, but it depends on how much fat they add to the turkey burger to make it palatable as they are horribly dry without it.

These products exist in order to capitalize on a growing market trend, not because anyone is that concerned about your health.
Beware of the term "plant-based". Why do they have to call it "-based"? It's not the same as just eating fruits and veggies.

I like but don't always follow the advice of food researcher Michael Pollan on what to eat:
"Eat food, not too much, mostly plants"; and
"don't eat anything your great-grandmother wouldn't recognize as food."

January 31, 2020
6:33 am
Yatti420
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These things are disgusting.. Avoid fake meat at all costs.. Our ancestors were NEVER vegetarians unless they lost the herd and couldn't hunt.. That being said we are all too fat within North America lol.. Eat within reason is what we should be teaching these days it seems..

January 31, 2020
7:32 am
Bill
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Yatti420, for most of humans' 200K or so years of history most died very young, by today's standards, so I don't get the appeal of "ancestors" diets.

How lucky we are to not have to eat whatever we can get our hands on, to be faced with such an abundance of choice that we have the luxury of having all sorts of "food issues" and meal decisions to make every day.

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