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.
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?
Feel free to do as you will, Maxx. It was just a suggestion to save us both a lot of time & face.
I'm not far from believing you are Ivandertag, so spare me the claim.
As for the ongoing articles, I think its clear to say that I enjoy providing coverage about the company as I've come to follow their operations quite closely. Needless to say, for someone who couldnt even remember how many metric tons were supposed to be online by 2015, perhaps you should specialize more. Here's your previous comment to me:
"Absolutely correct. Solazyme's maximum target capacity at the end of 2015 is just 100,000 MT. If you are going to continue to write 1 out of every 4 articles (54/189) you publish on your darling Solazyme, then at least learn the difference between metric tons/tonnes and gallons - as reported by other sustainable chemical producers."
After correcting your little error, at least you acknowledged it:
"Wow this time off from writing must be getting to my head. They are certainly targeting 500,000 MT of capacity by 2015. I apologize for that. "
No problem. Consistent coverage allows for better details don't you think?
This is petty.
I respect you as a writer, but your attitude here has been less than welcoming. I have no problem with you correcting my facts. But why provoke when you don't have to? Your thoughts & sentiment aren't the same as mine. You don't know which company to follow & I believe I do. Stick to your own articles and save us the time.
While I appreciate you writing articles on my article, Maxx, I'm not so convinced of your own confident grasp of the subject material. I'm not here to fight against you, although you sure like to provoke me with your own words and try to set yourself up as an authority figure which clearly neither of us are.
I don't appreciate that you state the following to a reader of mine: "Unfortunately, I already know the answer to the question above due to your lack of understanding of the industry as a whole."
After all, clearly you seem to be a bit presumptuous in your own assertions. I like how you throw the number 519,364 as an absolute without qualifying it on the basis of years, terms, conditions, or even mention the fact that no deal has actually even been formalized to provide such specific figures to even take into consideration. I'm not sure what your point was in adding those up figure anyways. If the company were to announce tomorrow that Unilever is buying a million gallons of XYZ, would it have made your thoughts on future production any more correct? As it stands, the company is currently developing the products it does plan to sell to these companies, so why are you dwelling on what was easy to make & sell?
Your knock on specialty oils is also a bit alarming for most people who have done their own due diligence in understanding the advantages of the company. Such a casual dismissal of this is quite disappointing considering that it's what has allowed the company to distinguish itself to date. Last I checked, a pure biofene company isn't exactly going to be doing much good for making ice cream healthier and tastier.
Your focus on the "competition" seems a bit unwarranted considering the renewable markets isn't even close to being squeezed to date. Considering that the true competition is just in the fight against conventional products, your emphasis on these other companies seem premature at best.
Please stop insulting my readers and attacking myself as you have in the past, Maxx. I would hope the Motley Fool carries higher standards than allowing for its employees to do that. You clearly have a forum to talk to on your own aritcles. Why not stay over there?
Solazyme Addresses The Limitations Of Oil Production - An Interview With Solazyme's Director (Part 2) [View article]
mktake,
On the contrary, competitive renewable jet fuel isn't out of the range of what's possible. Perhaps you should consider the article found here:
"They've figured it out, from our perspective, how to get to commercial," said Jimmy Samartzis, managing director of global sustainability for United Airlines.
I'm going respond in a less-winded fashion: "This is why they're sticking to blends that merit higher prices." Don't pretend like you actually believe that they'll just be making a straight-forward 100% jet fuel replacement, bioprocess engineer Chatsko.
Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
When it comes to feasibility studies, you're talking about costs. Costs that affect negotiations. Why do you think the company hasn't put out a number since its IPO? We are talking about "secret recipes" in this case as that information is just as vital for a competitive point of view.
That said, you're clearly free to pursue this information on your own. Rather than jumping to conclusions that the company's a fraud because it doesn't have it, perhaps its possible to make some assumptions on readily available information. For instance, you may want to compare the costs of heterotrophic fermentation vs autotrophic production. Even before adding in the factor of genetic modification, it's clear that heterotrophic fermentation is much more economical.
I think you're working under the presumption that the cost isn't about to drop drastically. But with the large scale plants opening up in late 2013 & into 2014, the cost should drop very quickly. Focusing on blends, the company is likely even to be profitable in pursuing fuels.
This is why UAL isn't just talking the talk about its first flights. Rather, it's walking the walk by initiating an agreement where it will be buying these fuels potentially by 2014.
As for Delta, I'm not knocking its ability to save on costs. But as a whole, the industry wants to secure its future in an alternative to petroleum. It's something to keep an eye on, especially as these biofuels become cost effective.
I'm not going to knock Algae Tec as Lufthansa obviously has an interest in them & sees something there. But I think there's something to be said regarding the yield loss. Neither company is up to the point where a fair side-by-side comparison will show the differences in cost & capabilities. But if i had to bet, i would still put my money on a company that can utilize carbon more effectively (sugar's a lot better than co2) & also could prevent the yield loss by tailoring the oil output.
But all this aside, the real question isn't about who the winner is in the fuel space. The biofuels industry is so small right now that there's clearly room for multiple winners in this space. The real question is who can be up & running & building the firm foundation to stay around for years to come. For that sake, and in this environment of very-hard-to-get financing, my money's definitely on SZYM while keeping AEB very far back in my mind.
Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
newalker,
I think its asking for a bit much to believe companies just blindly post information that shareholders want to know, but don't necessarily need to know.
For that sake, we should also be asking Apple for a feasibility study that its next product will work, Coca-Cola for its secret recipe, and a list of Bank of America's large clients across the nation.
The company's filed what's relevant, and there is ALWAYS an element of trust in any investment. If you don't trust it, you merely don't invest in it.
Sorry, I don't know if they looked into saltwater micro-algae strains. If I had to guess, I'd say no. As is they're confined to a small portion of strains available due to the heterotrophic process, it already serves to be a limiting factor. But that's just a guess.
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
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.
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
-Kevin
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
I'm not far from believing you are Ivandertag, so spare me the claim.
As for the ongoing articles, I think its clear to say that I enjoy providing coverage about the company as I've come to follow their operations quite closely. Needless to say, for someone who couldnt even remember how many metric tons were supposed to be online by 2015, perhaps you should specialize more. Here's your previous comment to me:
"Absolutely correct. Solazyme's maximum target capacity at the end of 2015 is just 100,000 MT. If you are going to continue to write 1 out of every 4 articles (54/189) you publish on your darling Solazyme, then at least learn the difference between metric tons/tonnes and gallons - as reported by other sustainable chemical producers."
After correcting your little error, at least you acknowledged it:
"Wow this time off from writing must be getting to my head. They are certainly targeting 500,000 MT of capacity by 2015. I apologize for that. "
No problem. Consistent coverage allows for better details don't you think?
This is petty.
I respect you as a writer, but your attitude here has been less than welcoming. I have no problem with you correcting my facts. But why provoke when you don't have to? Your thoughts & sentiment aren't the same as mine. You don't know which company to follow & I believe I do. Stick to your own articles and save us the time.
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
I don't appreciate that you state the following to a reader of mine: "Unfortunately, I already know the answer to the question above due to your lack of understanding of the industry as a whole."
After all, clearly you seem to be a bit presumptuous in your own assertions. I like how you throw the number 519,364 as an absolute without qualifying it on the basis of years, terms, conditions, or even mention the fact that no deal has actually even been formalized to provide such specific figures to even take into consideration. I'm not sure what your point was in adding those up figure anyways. If the company were to announce tomorrow that Unilever is buying a million gallons of XYZ, would it have made your thoughts on future production any more correct? As it stands, the company is currently developing the products it does plan to sell to these companies, so why are you dwelling on what was easy to make & sell?
Your knock on specialty oils is also a bit alarming for most people who have done their own due diligence in understanding the advantages of the company. Such a casual dismissal of this is quite disappointing considering that it's what has allowed the company to distinguish itself to date. Last I checked, a pure biofene company isn't exactly going to be doing much good for making ice cream healthier and tastier.
Your focus on the "competition" seems a bit unwarranted considering the renewable markets isn't even close to being squeezed to date. Considering that the true competition is just in the fight against conventional products, your emphasis on these other companies seem premature at best.
Please stop insulting my readers and attacking myself as you have in the past, Maxx. I would hope the Motley Fool carries higher standards than allowing for its employees to do that. You clearly have a forum to talk to on your own aritcles. Why not stay over there?
Solazyme Addresses The Limitations Of Oil Production - An Interview With Solazyme's Director (Part 2) [View article]
On the contrary, competitive renewable jet fuel isn't out of the range of what's possible. Perhaps you should consider the article found here:
"They've figured it out, from our perspective, how to get to commercial," said Jimmy Samartzis, managing director of global sustainability for United Airlines.
Read the rest to see why:
http://bit.ly/XYZ5iJ
Lack of yield loss = advantage
Solazyme Looks To Asia And Beyond - An Interview With Solazyme's Director (Part 3) [View article]
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
That said, you're clearly free to pursue this information on your own. Rather than jumping to conclusions that the company's a fraud because it doesn't have it, perhaps its possible to make some assumptions on readily available information. For instance, you may want to compare the costs of heterotrophic fermentation vs autotrophic production. Even before adding in the factor of genetic modification, it's clear that heterotrophic fermentation is much more economical.
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
I think you're working under the presumption that the cost isn't about to drop drastically. But with the large scale plants opening up in late 2013 & into 2014, the cost should drop very quickly. Focusing on blends, the company is likely even to be profitable in pursuing fuels.
This is why UAL isn't just talking the talk about its first flights. Rather, it's walking the walk by initiating an agreement where it will be buying these fuels potentially by 2014.
As for Delta, I'm not knocking its ability to save on costs. But as a whole, the industry wants to secure its future in an alternative to petroleum. It's something to keep an eye on, especially as these biofuels become cost effective.
Kevin
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
But all this aside, the real question isn't about who the winner is in the fuel space. The biofuels industry is so small right now that there's clearly room for multiple winners in this space. The real question is who can be up & running & building the firm foundation to stay around for years to come. For that sake, and in this environment of very-hard-to-get financing, my money's definitely on SZYM while keeping AEB very far back in my mind.
Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
I think its asking for a bit much to believe companies just blindly post information that shareholders want to know, but don't necessarily need to know.
For that sake, we should also be asking Apple for a feasibility study that its next product will work, Coca-Cola for its secret recipe, and a list of Bank of America's large clients across the nation.
The company's filed what's relevant, and there is ALWAYS an element of trust in any investment. If you don't trust it, you merely don't invest in it.
kevin
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
Rising Jet Fuel Costs Leave Airlines Looking For Answers [View article]
Sorry, I don't know if they looked into saltwater micro-algae strains. If I had to guess, I'd say no. As is they're confined to a small portion of strains available due to the heterotrophic process, it already serves to be a limiting factor. But that's just a guess.
Kevin