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Kevin Quon

 
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  • Solazyme: Betting Big On The Rising Demand For Protein [View article]
    It's been a waiting game for the last 2 years. =) Not unexpected, but not fun to endure. Skeptics abound.
    Aug 19, 2013. 09:59 PM | 1 Like Like |Link to Comment
  • Solazyme: Betting Big On The Rising Demand For Protein [View article]
    Geosteam,

    Remember that whey is king for protein due to pricing. The veggie proteins are likely priced higher, including szym's. All else considered remember that szym already signed w/ twinlabs, so clearly they can compete. Heck, vitasprings is already selling the veggie protein for $23.51 vs. the sticker price of $39.99. The fact that management reaffirmed again on the CC its margins (albeit it did not do so for the production coming out of peoria) for nutritionals means that they're setting the bar for themselves. Yes, i think szym can be competitive at this price.

    Kevin
    Aug 19, 2013. 09:58 PM | Likes Like |Link to Comment
  • Solazyme: Betting Big On The Rising Demand For Protein [View article]
    I disagree. Target asp floor is 2k/mt, nutritionals worth more than oils, & R&D wasn't included. I don't have the energy to respond to people convinced of failure. So I'll leave it at that.
    Aug 19, 2013. 09:53 PM | 2 Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    egofauna,

    First off, I don't know if GE or Honeywell would really be interested in this technology. It's your agroscience companies that would really be wanting to be on board (ie. Monsanto, Dow, etc).

    But to keep it short & sweet, when I talked to Wolfson about this point last year, he basically said this: Yes, there are other companies looking into this, but solazyme has spent more time and more money than anyone else out there. More so, those who would be interested in this tech are actually becoming partners. Last of all, if anyone was able to come up w/ a biological tool kit as effective or a strain as productive, would they even be able to use them to create the same kinds of products in the end due to szym's IP?

    -kevin
    Aug 18, 2013. 12:48 PM | 2 Likes Like |Link to Comment
  • BioAmber: Is It Too Early To Invest In This Sustainable Company? [View article]
    Maxxxx li,

    It's good to see that Gevo's started back up its Luverne facility and seems to be progressing on the technological front. It's also positive that the company seems to be winning on the IP-standoff. The market's deteriorating valuation of the company is also overblown given the potential that is not being respected here.

    However, clearly the company's balance sheet could use an upgrade. It's not hard to see that the company will need more capital down the road. This problem is only compounded by the poor valuation that makes raising equity difficult.

    Last of all, I'm not a big fan of the margins of the past, and likely going forward. You're talking about needing a lot of capital in order to really get the ball moving here. And that means more facilities and more time. All said, I'm not a fan of Gevo as an investment.... even if its more of what the world actually needs. The company seems to be getting its wheels turning again, but the return on investment seems marginal at best.

    Barring a change in sentiment to reverse the multiple that investors are willing to place on these companies, there's not really much to count on. Personally, I rather invest in companies who can create their own unique advantages, remain adequately financed, and face limited competition.

    Kevin

    (Go, Bruins!)
    Aug 15, 2013. 10:18 PM | Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    centerroad,

    Actually, I'll concede that one & take a shot to the gut. I looked up 2013 rather than 2012 in looking that up. Naturally I don't agree with the rest, but everyone's entitled to their opinion.

    Kevin
    Aug 13, 2013. 10:11 PM | 1 Like Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    centerroad,

    Based on your prior comment, you were skeptical when SZYM was trading a little over $7 when most people noticed it was clearly undervalued. There's more going on than what you just listed. That's all I'm going to say about that.

    Kevin
    Aug 12, 2013. 10:02 PM | 3 Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    futuretrade, refer to my direct msg.
    Aug 11, 2013. 05:24 PM | Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    One additional factor to consider would be that a good number of the SRN team was probably already based in San Francisco. It might have also been more worthwhile for them to stay where they are than to have to relocate. I just though it was worth mentioning before we read too much into it at the same time. It's clearly nice to have the talent of those already familiar with the product line.
    Aug 10, 2013. 02:52 PM | Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    6125501,

    My concerns were based more so on the follow-up response to a pretty direct question concerning a distinct advantage over Roquette's IP:

    " Again, I'm not going to speculate about what Roquette could do. What I will tell you, and this may seem very unsatisfying, although to us, it's actually a very, very good position to be in, we believe, the products that were being commercialized by the joint venture, we had a high-lipid product called out with flour and a high-protein algal powder as well. And those were based on, we believe, technology and intellectual property and know-how that was originally developed at Solazyme and put into the joint venture. There were some improvements made inside the joint venture to that base technology, but those improvements to the base technology come back to Solazyme at dissolution."


    This surely wasn't the strong rhetoric many would've like to have heard. And while I do believe that SZYM will be able to manufacture its products with ease, I think it does leave the door open for gray area between SZYM & Roquette in terms of their respective algae-based products. Whether this will come to blows or not is what I was articulating.

    Personally, I believe the market will be big enough for both to treat this amicably. But given its new found importance for SZYM, it's a concern worth mentioning. And yes, I'm aware of the last two patents (particularly the frozen food one). I'm curious who's going to gain control of that one as I also think it holds a significant amount of value in food storage capability.

    Kevin
    Aug 9, 2013. 02:08 PM | 1 Like Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    Thank you for these comments, maxperil & 6125501. I appreciate it.
    Aug 9, 2013. 02:29 AM | 1 Like Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    I would agree with that statement. Even stocks that keep rising provide such opportunities. I've probably been one of the more patient long-term investors in this company than most people, but I still believe its one of the only ways to invest in such technology. SZYM has swung from more than $27 to less than $7.

    Bumps in the stock are inevitable, even when operationally they haven't even occured. But people are finally beginning to understand what's going on here... at least more so than when I first discovered this company. As evidence of this, consider the subscribers to this stock on SA. When I first started writing about the company less than 2 years ago there were only 131. I believe there's more than 3290 now. That in itself remains encouraging for the years to come as people invest in what they know has a strong future ahead of it.
    Aug 8, 2013. 10:25 PM | 3 Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    That information isn't correct. The after hours bid & ask was 12.28 & 13.30 last I checked around the end of the after hours session. The odd trade was likely a misprint, a real bad mistake, or an out-of-order trade from yesterday given that the bid never hit 11.2 today. The after-hours session yesterday had a bid of 11.7 & this morning's presession bid was 11.6.
    Aug 8, 2013. 10:06 PM | Likes Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    I concur. The PR yesterday was very poorly dismissed as a typical pump of a product. I think it represents the correct direction to head in light of Algenist's success. Establish a niche hold on a high margin industry & build it up. This isn't a bulk food supply arrangement. It involves branding. In the process it diversifies the company's portfolio in terms of its specialty products.
    Aug 8, 2013. 09:18 PM | 1 Like Like |Link to Comment
  • Solazyme Takes One Step Back Before Running Forward [View article]
    It's actually both. It's a science experiment that became a business.
    Aug 8, 2013. 09:09 PM | 3 Likes Like |Link to Comment
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