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Kevin Quon  

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  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property
    Sun, Mar. 1 SZYM 55 Comments

    Summary

    • Solazyme received a favorable arbitration outcome when it comes to its whole algal food ingredients.
    • The arbitration award details blatant attempts by Roquette to steal Solazyme's intellectual property.
    • Moema continues to show progress despite ongoing inconsistency in power and steam delivery.
  • Solazyme Gains Momentum In Food Ingredients
    Thu, Jan. 22 SZYM 238 Comments

    Summary

    • Solazyme's path to market whole algal protein has cleared potential domestic regulatory barriers.
    • The company now has 2 oil products and 2 flour-like food ingredients, which have already completed their self-affirmed GRAS process.
    • Specialty protein remains a trending market for the food industry which has seen limited innovation and increasing demand over the past few years.
  • Solazyme Becomes More Disciplined In Its Use Of Cash
    Dec. 22, 2014 SZYM 147 Comments

    Summary

    • Solazyme reduces its cash operating expenses through cost-cutting measures and a workforce reduction.
    • The company's management and executive team volunteers to reduce their base salary.
    • Efficient use of cash remains the company's priority as its joint venture in Brazil takes center stage.
  • How Solazyme's Encapso Serves As An Oilfield Enhancer
       • Dec. 9, 2014 SZYM 58 Comments

    Summary

    • Solazyme's temporary delay at Moema places a higher emphasis on Encapso.
    • The Encapso drilling lubricant continues to gain momentum as it secures a large partnership with Versalis.
    • The deterioration of crude oil prices is likely to spur wider industry adoption of Encapso.
  • Solazyme Searches For A New Bottom With Wall Street's Pessimism
    Nov. 25, 2014 SZYM 137 Comments

    Summary

    • Solazyme's strategic shift prioritizes prudent cash management to preserve optimal production capacity.
    • The company's financials mask some of the positive trends in cash use going forward.
    • In a worst-case scenario, the company has the ability needed to become a profitable business entity.
  • Solazyme Repositions Up The Value Chain Amidst Moema's Setback
    Nov. 9, 2014 SZYM 267 Comments

    Summary

    • Solazyme has structured a strategic shift in production and product mix to offset delays and market conditions.
    • The company has delayed the consolidation of its joint venture.
    • Commercial success will largely be determined by the company's ability to control costs and margins of near-term sales.
  • Refuting A Short-Selling Solazyme Critic
    Oct. 18, 2014 SZYM 138 Comments

    Summary

    • Short-selling investment group TheStreetSweeper recently published an article intended to damage Solazyme's reputation.
    • Droughts and fires are unlikely to have an impact on Solazyme's feedstock supply.
    • Advanced biofuel companies are a new industry group filled with unique technologies and output products.
    • Company departures are unlikely symbolic of a lack of confidence and executive compensation appears in-line with peer companies.
    • Insider selling has been far from excessive and appears more representative of general diversification by executives.
  • Opportunistic Trading Pushes Solazyme To New Lows
    Oct. 13, 2014 SZYM 146 Comments

    Summary

    • Solazyme has seen a rapidly deteriorating stock and accelerating growth in short interest.
    • The sharp decline of oil prices have mistakenly had a negative impact on investor sentiment.
    • The company has reported that its primary plants continue to consistently run successful fermentations.
    • The number of customers buying product and taking shipments has accelerated over the past quarter.
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation
    Sep. 15, 2014 SZYM 142 Comments

    Summary

    • Solazyme recently gained its first customer for AlgaVia's Whole Algal Flour product.
    • The company offers natural product ingredients and is also able to improve the health profiles of food.
    • Solazyme's technology platform could be a disruptive innovation when it comes to oil profile variety.
  • Solazyme Gains A Partner For Specialty Soap Production
       • Aug. 20, 2014 SZYM 125 Comments

    Summary

    • Solazyme entered into a new supply agreement and development project with Stephenson Personal Care.
    • Stephenson Personal Care anticipates utilizing Solazyme's oils in a range of products.
    • The relationship further fortifies Solazyme's influence in the soap industry and as a supplier of a palm oil replacement.
  • Highlights From Solazyme's Q2 2014 Conference Call
    Aug. 1, 2014 SZYM 104 Comments

    Summary

    • Solazyme reported an in-line production update in relation to prior expectations.
    • The company increased customer interest and secured new and key market relationships.
    • The company's brands of Algenist, Encapso, and AlgaVia continue to progress.
  • Solazyme: Why This Green Company Looked To The Oil Fields
       • Jul. 14, 2014 SZYM 96 Comments

    Summary

    • Solazyme has developed a new business segment specializing in oil field services.
    • The Encapso biodegradable lubricant can reduce operator time and cost while improving overall drilling efficiency and control.
    • Encapso can also reduce the need for fluid disposal thereby addressing logistical and environmental challenges.
    • Solazyme may also be able to address the markets for biodegradable solvents used in oil field operations such as those addressed by d-Limonene.
  • 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 76 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Why Solazyme Rose After Its 2013 Year-End Results
    Feb. 27, 2014 SZYM 97 Comments
  • Can Changes To The Beverage Industry Affect Solazyme?
    Feb. 23, 2014 SZYM 29 Comments
  • Why Solazyme's Pathway For Growth Is Beginning To Clear Up
    Feb. 19, 2014 SZYM 75 Comments
  • Why Solazyme Caught Short Sellers By Surprise
    Feb. 5, 2014 SZYM 45 Comments
  • Why Solazyme Jumped On Its Latest Announcement
    Jan. 31, 2014 SZYM 70 Comments
  • Revisiting Solazyme, Part III: Putting The Plan In Motion
    Jan. 27, 2014 SZYM 35 Comments
  • Revisiting Solazyme, Part II: Where The Technology Is Leading
    Jan. 22, 2014 SZYM 38 Comments
  • Revisiting Solazyme: Management's Take On Technology And Outlook
    Jan. 15, 2014 SZYM 115 Comments
More on SZYM by Kevin Quon