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Kevin Quon

 
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  • Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
    Just in case we really do have a misunderstanding going on let me throw in one more word:

    You do realize that there is reason for a contingency right? The process is still technically not yet established on a commercial scale. If the technology proves unable to scale up into a commercial scale facility that plant may be better used in another way.

    But in no way does this mean that validation of the process hasn't occurred. It's just part of development. It's also a risk one takes in investing.


    Anyways, thats all i'm going to say about this. Have a good day, newalker.
    Feb 22 10:02 AM | Likes Like |Link to Comment
  • Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
    The rep says nothing about validation. Rather he gives a very clear understanding of a contingency from the standpoint of someone concerned from Bunge's perspective.

    On the other, you come in with this view that validation has not occurred and when the concept of a contingency comes up you presume that such a contingency is proof of non-validation.

    Your own quote:
    "I think it is apparent that Bunge's due diligence efforts accrued to a great deal for themselves, but did not validate the SZYM process."


    You're just applying your presuppositions into what the rep said. So be it if that's what you want to do, but you're really just wasting my time here.


    I'm sure you'll have a response so have the last word. But i'm not here to argue this or continue this debate. Sorry.
    Feb 22 09:49 AM | Likes Like |Link to Comment
  • Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
    Are you really about to conclude with your own presuppositions of non-validation on the basis of an answer from an investor relations rep that actually says nothing of the sort? Thank you for the comment, newalker, but what exactly are you trying to prove to me?

    If you don't believe the company is presenting itself fairly, maybe you should stay away from it.
    Feb 21 08:56 PM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    Coverage guaranteed, Ivy. It's nice to have a paying audience so you make sure you keep on coming back.
    Feb 20 09:00 PM | Likes Like |Link to Comment
  • Solazyme Addresses The Limitations Of Oil Production - An Interview With Solazyme's Director (Part 2) [View article]
    mktake,

    They already have the backing of Chevron who's an investor of the company in the background. There's also a relationship with EcoPetrol SA. Not quite sure what you're expecting though. Not quite sure what you're expecting though. Most "biofuel" plays also have ongoing relationships with Big Oil, but not much more.

    Kevin
    Feb 20 09:20 AM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    I doubt it. Otherwise, he sure is giving Berkeley a bad name.
    Feb 19 11:05 PM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    lvandertag must do some modeling on the side. Given his level of selfless honesty to date, deductive reasoning presumes it to be so.
    Feb 19 09:43 PM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    Ok, I'll bite, lvandertag - after all you're my #1 customer. Entertain me with what exactly you're trying to prove with those links.
    Feb 19 08:47 PM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    Fair enough. If they're not addressing your investment criteria, you definitely shouldn't invest in them.
    Feb 19 08:42 PM | 2 Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    newalker,

    I think you should realize that it was actually a more specifically crafted statement than you might think if you haven't been following the company for some time. The company's critics over the past few years have been very skeptical & doubting of the ability to scale up in a linear fashion. For those fearing the seemingly large jump from 128,000 L tanks to a possible 625,000+ , the factor of five seems daunting. Yet when put into perspective of the company's scale-up from lab-size tanks of about 5 liters, the intention of the reference was to actually reassure and provide confidence that the upcoming jump in scale shouldn't nearly be as big a challenge than what has already been accomplished. If you heard Licari's chat on the conference call about a year ago, I think you would've caught the reference rather than think it was a mere tout.

    Kevin
    Feb 19 08:16 PM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    txpilot,

    I'm not sure, Considering United already flew the first commercial flight in the US on its fuels, I'm sure that's also a very good sign of granted approval or something more along the way of being accomplished. The fuels have also been approved for military use so i'm sure that helps speed the process up either way.

    http://bit.ly/POTGqE

    Kevin
    Feb 19 09:30 AM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    ...and only lvandertag is aware of this.
    Feb 19 09:26 AM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    If you're just probing for information with your nonsense, l-tag. Perhaps you should also consider a hypothetical.

    With a 0.35 conversion and a sugar cost of 0.15/lb, we're only talking about $3.25 per gallon. That actually seems possible.

    Let's take it a step further & pretend that the modular sugar-making company Proterro actually hits a goal of <$0.10/lb but still sells it at $0.10/lb. With a potential 0.35 conversion and a sugar cost of $0.10, we're talking about a nice sugar cost of $2.16/gallon.

    Just food for thought... and a possibility in a very near future.
    Feb 19 03:00 AM | Likes Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    Yup, another lie from lvandertag. Even at a 0.30 conversion rate and at current market prices sugar costs roughly calculate to $4.55/gallon of oil at its worst. Remember 1 MT of SZYM oil = 290.33 Gal. per S-1 (http://1.usa.gov/OqDEjK) But SZYM's conversion is higher than this and its getting sugar prices below market prices. Also, the algae grows better in some respects on glycerol. Have you no shame or decency, sir?
    Feb 19 02:23 AM | 1 Like Like |Link to Comment
  • Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
    Indeed.

    -Kevin
    Feb 18 11:45 PM | Likes Like |Link to Comment
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