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Kevin Quon

 
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  • Why Solazyme Expects To Make An Impact In Food Applications
    Jun. 23, 2014 SZYM 127 Comments

    Summary

    • With newly expanded manufacturing capacity, Solazyme should be expected to make a push towards food applications.
    • The company's high-stability, high-oleic oil offers a long-lasting frying oil, which can result in cost savings to restaurant owners.
    • The company's brand of whole algal flour stands as a new tool to improve nutrition profiles without compromising taste or texture.
  • Did Solazyme Just Patent A Treatment For Diabetes?
    Jun. 16, 2014 SZYM 67 Comments

    Summary

    • US Patent #8,747,834 describes the use of algal biomass as a treatment for impaired glucose metabolism.
    • Solazyme's natural strain of algae is referred to in this patent, and is expected to be used for the company's brand of AlgaVia.
    • Beyond reducing blood sugar levels and body fat, the algal biomass can be used to increase healthy bacteria in the gut.
    • The marketing opportunities could bring the advantages of prebiotics (in contrast to probiotics) to products with longer shelf lives.
  • Is DryShips Finally On The Road To Recovery?
    Jun. 9, 2014 DRYS 22 Comments

    Summary

    • DryShips has become a diversified shipping company with improving market conditions in each of its target markets.
    • The company is beginning to stabilize its financial situation.
    • DryShips continues to trade at a significant discount to its book value.
  • 3 Things To Like About Ship Finance International
    Jun. 8, 2014 SFL 15 Comments

    Summary

    • Ship Finance International has a history of providing investors a high-dividend yield.
    • The company's business model offers increased stability found in long-term charters and a diversified fleet.
    • Over the past few years, the company has managed to steadily improve the stability of its balance sheet.
  • What A Successful Moema Launch Means For Solazyme
    Jun. 1, 2014 SZYM 141 Comments

    Summary

    • Solazyme recently announced initial commercial production at its 100,000 MT facility in Brazil.
    • The company has scaled its technology up to the level of 625,000-L fermentation tanks.
    • Proving reliability and expanding key relationships stands as the company's next challenge.
    • Part of the company's increased short interest was likely due to a delay to the Moema facility.
  • Marrone Bio Innovations: A Small Bio-Based Pest Management Company With Strong Growth Ahead
       • May. 29, 2014 MBII 7 Comments

    Summary

    • Marrone Bio Innovations has multiple commercial product lines now experiencing strong sales growth.
    • The company has a strong and diversified product pipeline addressing multiple end markets.
    • The company is growing to be market leader in meeting bio-based agricultural and water treatment needs.
  • Why Solazyme's High-Oleic Oils Are Needed Now
    May. 28, 2014 SZYM 107 Comments

    Summary

    • Solazyme is now producing high stability, high-oleic algal oil out of its plant in Iowa.
    • High-oleic soybean oils have taken several decades to arrive to market.
    • Solazyme's high-oleic oils may offer increased advantages over high oleic soybean oils.
  • Polypore International, Inc.: A Stable Company With Growing Potential
       • May. 23, 2014 PPO 1 Comment

    Summary

    • Polypore is well-positioned to be a market leader in multiple growing industries.
    • The company has a recurrent revenue stream, resulting in strong cash flows.
    • Polypore has authorized a share repurchase program and begun to reduce its debt.
    • The company's high short interest could invoke a short squeeze with the announcement of good news.
  • 3 Companies Prone To Pop: Walter Energy, ITT Educational, And hhgregg
    May. 19, 2014 ESI, HGG, WLT 1 Comment

    Summary

    • Walter Energy, ITT, and hhgregg have abnormally large short interest positions.
    • Almost half of the share float now rests in the hands of short sellers for each of these companies.
    • Significant volatility should be expected for these companies in particular should there be an introduction of a positive catalyst.
  • 4 Reasons Why Solazyme Is Pursuing AlgaVia & Encapso Now
       • May. 16, 2014 SZYM 96 Comments

    Summary

    • Solazyme plans on taking advantage of opportunities in the markets of nutrition and oil field services.
    • By using the whole algal cell, Solazyme reduces costs, gains efficiencies, and adds value to the end product.
    • The initial production cost range out of Clinton appears promising.
  • Pacific Biosciences Of California: An Underrated DNA Sequencer Gaining Traction
       • May. 13, 2014 PACB 2 Comments

    Summary

    • The PacBio RS II system maintains the longest base pair read lengths in the industry.
    • Pacific Biosciences' consumable revenue continues to accelerate as customer confidence in the system grows.
    • The company's growing number of system installations support ongoing revenue growth in the quarters to come.
  • Solazyme: Key Takeaways And Insights From The Q1 2014 Results
       • May. 7, 2014 SZYM 84 Comments

    Summary

    • While essentially operational, Solazyme expects initial production from Moema in Q2 2014.
    • The company has expanded its product depth with progress in both oil field services and nutritionals.
    • Solazyme remains well-funded to partake in opportunistic expansions of both product lines.
  • Enanta Pharmaceuticals: A Potential Play On Drug-Resistant Bacteria
       • May. 6, 2014 ENTA 4 Comments

    Summary

    • Enanta Pharmaceuticals is now developing a new class of antibiotics for drug-resistant bacterial infections.
    • The company has a large footprint in candidates addressing the hepatitis C virus.
    • Favorable financing arrangements allow for a slow cash-burn while retaining the potential for royalties going forward.
  • 3 Things To Like About Gilead Sciences
    Apr. 28, 2014 GILD 16 Comments

    Summary

    • Gilead Sciences recently saw a significant increase in revenue and earnings.
    • Sovaldi's initial commercial success appears to reflect the growing earnings potential of the company.
    • The company's medicines for HIV/AIDS remain in strong demand.
  • Insys Therapeutics: Finding No Pain In This Specialty Pharmaceutical Company
       • Apr. 24, 2014 INSY 1 Comment

    Summary

    • Insys Therapeutics has commercialized a successful pain relief product found in Subsys.
    • The company's proprietary spray system could serve as the base platform for additional drug candidates.
    • The company is currently in litigation with a partner and remains largely dependent upon Subsys.
  • Solazyme Advances Its Agenda On Multiple Fronts
    Apr. 21, 2014 SZYM 223 Comments

    Summary

    • Solazyme has ongoing market development trials with several new partners.
    • A large amount of effort is now being put into Solazyme's new oil field services segment.
    • The company was recently highlighted on the front page of Goldman Sachs.
    • The latest round of financing further de-risks the company's ongoing operations.
  • Is Now The Time To Buy Ironwood Pharmaceuticals?
       • Apr. 15, 2014 IRWD 8 Comments

    Summary

    • Ironwood Pharmaceuticals is expanding the field of science with its expertise in guanylate cyclate pathways.
    • Linzess gained FDA approval in late 2012, but has thus far proven to be a hard sell.
    • A new advertising campaign is aimed to broaden the market potential for Linzess.
  • Is Now The Time To Buy Atrion Corporation?
       • Apr. 13, 2014 ATRI Comment!

    Summary

    • Atrion Corp. has historically been an outperforming company.
    • Atrion's multiple markets and product diversity provides increased stability.
    • Long-term contracts have helped provide revenue consistency.
    • Despite solid performance, the stock may be outpacing the company's growth.
  • Solazyme's Algal Oil Is Sought To Replace Palm Oil
    Apr. 6, 2014 SZYM 100 Comments

    Summary

    • Tropical oils such as palm oil and palm kernel oil continue to see increasing demand and limited supply.
    • Solazyme continues to leverage its expertise to provide a practical alternative to these oils.
    • Reputable companies such as Unilever and Ecover have turned to Solazyme for a sustainable solution.
  • Is Now The Time To Buy Gevo?
    Apr. 6, 2014 GEVO 11 Comments

    Summary

    • Gevo continues to scale up its technology platform.
    • The company recently incorporated ethanol production into its facility at Luverne.
    • Cash flow remains problematic, and it remains to be seen if Gevo will need more capital.
  • Is It Too Early To Invest In Versartis?
       • Apr. 2, 2014 VSAR 1 Comment

    Summary

    • Versartis recently completed its IPO and saw its shares rise on high demand after the offering.
    • The Company is attempting to provide a longer lasting treatment to growth hormone deficiency.
    • Prior attempts from other companies to provide a long-acting growth hormone have failed.
    • The company's limited product pipeline concentrates investor risk.
  • 5 Things To Know About Solazyme's Encapso
    Mar. 31, 2014 SZYM 67 Comments

    Summary

    • Solazyme's new product line addresses the growing drilling fluids market.
    • The company's product utilizes the whole microalgae cell in order to provide targeted lubrication.
    • The ability to proactively reduce friction allows for increased cost savings for drilling companies.
  • Solazyme Looks To Strengthen Its Balance Sheet And Finds A Solution For Big Oil And Gas
    Mar. 26, 2014 SZYM 102 Comments

    Summary

    • Solazyme plans to raise additional capital through a proposed offering of senior notes and common stock.
    • The company already has aggressive plans for manufacturing capacity expansions.
    • Encapso could serve as a product line that increases existing productivity which ultimately leads to cost savings.
  • Evogene: A Long-Term Growth Prospect In Plant Genomics
       • Mar. 24, 2014 EVGN 1 Comment

    Summary

    • Evogene has patented over 4,000 genes relevant for next-generation plant traits.
    • The company targets key agricultural crops such as corn, soybean, wheat, rice and cotton.
    • Key strategic collaborations exist with Monsanto, Bayer, DuPont, and Syngenta.
  • Is Now The Time To Sell AutoZone?
    Mar. 23, 2014 AZO 3 Comments

    Summary

    • AutoZone has maintained an extended market run on share buybacks and by the addition of new stores.
    • The company's balance sheet has severely deteriorated.
    • The valuation become stretched in light of a slow-growing industry.
  • Can Solazyme Find Growth In Hydraulic Fracturing?
    Mar. 17, 2014 SZYM 67 Comments

    Summary

    • Solazyme appears to have developed a business line called Encapso.
    • The company is developing biomass-based oil field chemicals.
    • The composition of these chemicals appears to use spent microbial biomass and could serve as a co-product.
  • Is Office Depot On The Road To Recovery?
    Mar. 16, 2014 ODP 1 Comment

    Summary

    • Office Depot continues to expect significant savings from its latest merger with OfficeMax.
    • Several insiders have recently purchased more company shares on the open market.
    • The company expects to face a challenging year in 2014.
  • Has Tesla's Valuation Looked Too Far Into The Future?
    Mar. 12, 2014 TSLA 90 Comments

    Summary

    • Tesla is now incorporating a large degree of future growth into its valuation.
    • Future plans for the Gigafactory will require large amounts of capital that now exceed the company's current balance sheet.
    • Analyst estimates remain based on forecasts that extend nearly 15 years into the future.
  • Why Solazyme Believes Algae Milk Is The Next Big Thing
    Mar. 11, 2014 SZYM 118 Comments

    Summary

    • Solazyme recently displayed one use of its algal flours in the form of Algae Milk.
    • Algal flour can be used in a wide range of applications.
    • Limited innovation when it comes to food ingredients could provide Solazyme with a significant market opportunity.
  • Is Now The Time To Buy Kinder Morgan As Insiders Invest?
    Feb. 28, 2014 KMI 57 Comments
  • Why Solazyme Rose After Its 2013 Year-End Results
    Feb. 27, 2014 SZYM 97 Comments
  • Amyris Advances, But At What Cost?
    Editors' Pick • Feb. 26, 2014 AMRS 10 Comments