WEBVTT

1
00:00:00.000 --> 00:00:04.254
We believe that the opportunity is
immense to really supply into an industry

2
00:00:04.254 --> 00:00:08.383
that's already large today but is
expected to double in the next 20 years.

3
00:00:08.466 --> 00:00:10.051
Thank you all so much for being here.

4
00:00:10.135 --> 00:00:11.720
Fabien, this first question is for you.

5
00:00:12.053 --> 00:00:14.556
Talk to us a little bit about the work
you're doing at Genomines.

6
00:00:14.723 --> 00:00:15.473
Nice to meet you, Lisa.

7
00:00:16.850 --> 00:00:17.392
At Genomines,

8
00:00:17.434 --> 00:00:22.272
we are genetically enhancing plants.
But that's the ability to extract metal

9
00:00:22.272 --> 00:00:27.068
from the soil and accumulate very much
high concentrations into the biomass.

10
00:00:27.694 --> 00:00:30.238
In nutshell,
what we do is that we improve this plant

11
00:00:30.238 --> 00:00:34.075
to extract metal from the soil and then
we extract the metal from the biomass of

12
00:00:34.075 --> 00:00:34.576
the plant.

13
00:00:34.868 --> 00:00:37.787
So the idea is to find an alternative
source of metal.

14
00:00:38.997 --> 00:00:41.791
And Alex,
why is it important for investors to look

15
00:00:41.791 --> 00:00:44.961
at players like Genomines,
and where are the opportunities?

16
00:00:45.587 --> 00:00:46.379
That's a good question.

17
00:00:46.379 --> 00:00:49.299
I mean,
we spent quite a lot of time looking at

18
00:00:49.299 --> 00:00:52.594
critical minerals and metals and
alternatives to it,

19
00:00:52.594 --> 00:00:57.057
considering that mining today is
contributing quite significantly to CO2

20
00:00:57.057 --> 00:00:57.682
emissions.

21
00:00:58.141 --> 00:01:02.353
And our sweet spot is really looking at
companies that leverage biotechnology,

22
00:01:02.353 --> 00:01:06.399
which is what Genomines is doing by
genetically enhancing plants to improve

23
00:01:06.399 --> 00:01:10.028
methods of extracting, for example,
metals in this particular case.

24
00:01:10.403 --> 00:01:15.075
And so we believe that the opportunity is
immense to really supply into an industry

25
00:01:15.075 --> 00:01:19.245
that's already large today but is
expected to double in the next 20 years.

26
00:01:19.662 --> 00:01:24.250
And by finding alternative and more
sustainable sources that are on top also

27
00:01:24.250 --> 00:01:28.463
cheaper than the incumbent solution,
we believe has a huge potential.

28
00:01:28.671 --> 00:01:33.176
How should incumbent players and new
companies be thinking about scaling green

29
00:01:33.176 --> 00:01:33.802
innovation?

30
00:01:34.552 --> 00:01:36.638
The incumbents should do three things.

31
00:01:36.971 --> 00:01:40.058
First and foremost,
interact and engage with some of the

32
00:01:40.058 --> 00:01:41.142
innovators early on.

33
00:01:41.684 --> 00:01:42.936
This can be different things.

34
00:01:42.936 --> 00:01:47.023
You can just keep them on your radar,
send some of the scientific advisors, or,

35
00:01:47.023 --> 00:01:48.441
even better, invest in them.

36
00:01:49.067 --> 00:01:52.779
Second thing is shape their integration
into your broader value chain,

37
00:01:52.779 --> 00:01:57.033
either directly with what you're doing as
a corporation or maybe think what is the

38
00:01:57.033 --> 00:01:59.619
place that they fit in your broader
supply chain,

39
00:01:59.619 --> 00:02:01.621
and give advice of how is that shaped.

40
00:02:01.955 --> 00:02:03.706
And third is buy from them.

41
00:02:03.957 --> 00:02:08.253
Find a way to essentially engage with
them commercially and give them a steady

42
00:02:08.253 --> 00:02:11.506
stream of commercial opportunities to
build their products.

43
00:02:11.673 --> 00:02:12.632
Thank you all so much.