Thesis: BioAmber (NYSE:BIOA) is a differentiated player in the green chemicals space, with a low-cost and disruptive technology platform that already has industry partners in hand, and is on the cusp of scaling to service an industry that is eager to adopt usage of its renewable feedstocks. This article will outline brief background (which is more fully explained on the website & investor deck), but notably, to provide my outlook on the risk/reward at current levels- which I believe is attractive with limited downside from here.
Brief Corporate History
BioAmber was established in December 2008 as DNP Green Technology, when the succinic acid assets were spun off from Diversified Natural Products. Following the spin off, the company's shares...
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