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Kevin Quon

 
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  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    RWRATTI,

    Here's a good look at SZYM's process by some students: http://bit.ly/1pzQjb1

    "Gas" is the new focus item for industrial biotech, so expect more of these kinds of companies. Unfortunately they're having issues of how clean the gas needs to be (which is why ethanol plants are better than steel plants), of getting the costs down (waste gas isn't as free as one might imagine), & getting enough yield out of it. There are still huge problems with scaling up & finding a higher valued end product as well for most of these companies (gas only has so much carbon in it). SZYM's decision to go the oil route rather than something like ethanol was very well thought out, and it's paying off now.

    Kevin
    Jun 27, 2014. 08:41 PM | 2 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Mungbean,

    I think you might be confusing the nutrients of the algal flour with the algal oil. Two separate products.

    Kevin
    Jun 24, 2014. 06:59 PM | 1 Like Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Kian Wee Tian,

    Thank you, and by all means feel free to do so. As for the heterotrophic process, it's what gives the company an advantage really. For starters, heterotrophic algae has a much higher lipid yield over autotrophic algae. The approach also gives more control over both the process and the end product's design. Even as the development of low-cost sugars are becoming a reality through new methodologies (ie. cyanobacteria, supercritical water, cellulosic sources, etc.)

    Kevin
    Jun 24, 2014. 09:07 AM | Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    tondi01,

    Much appreciated. Thank you for following and I wish you the best in all your endeavors.

    Kevin
    Jun 23, 2014. 07:17 PM | 1 Like Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Seth,

    I do. I've already tried it on a visit to the company's HQ and it's pretty good as it hardly differs from the control at all. Most cases you can fool yourself as to which is which. This isn't typical green algae with a fishy taste. It's naturally bland due to the mfg process. In the case of ice cream I even liked it better (than the haagen Dazs control). It didnt ice as much and tasted slightly creamier. But I'm just an opinion. You'll have to wait and find out when it hits the store. Taste is in the mouth of the beholder?

    Kevin
    Jun 23, 2014. 04:00 PM | 5 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    According to a previous presentation during the offering, there are at least 10 potential partners in the works for additional mfg. capacity. I believe szym will be highly focused on clinton and moema for the coming year though. Yet i wouldn't rule out an announcement on a new upstream partner over the next year however.
    Jun 23, 2014. 03:34 PM | 3 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    There are a lot of angles to suggest otherwise. Cost, sustainability, allergies, shelf life... these are just a few things to consider going forward before one even does a straight comparison with health benefits. This is just a thought. Everyone is entitled to their own opinion.
    Jun 23, 2014. 03:30 PM | 5 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Thanks for posting that, SP. Always love finding something new.

    Kevin
    Jun 23, 2014. 03:25 PM | Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Wfs,

    I actually tried a sample of the alfredo sauce on my last visit to the co HQ (refer back to my January 2014 articles). Good stuff, and I couldn't tell the difference with the control either.

    Your life will be complete. Healthy/tasty Alfredo will be a reality, friend.

    Kevin
    Jun 23, 2014. 03:24 PM | 3 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    Snake Plissken,

    I would respectfully disagree. The yuck factor I was referring to was the inherent association consumers have with sea sludge or pooL algae. SZYM's algae milk for instance is something people are more willing to initially dare their friends to try rather than presuming it to taste just fine.

    It bears repeating that szym oil is not gmo and there are no gmo components within the oil even if the algae that created the oil was engineered. Unless people start protesting over their cheese and their vitamin c as well, there really isn't much of a concern about the oils acceptance.

    The same goes for the incumbent high oleic oil. If you think high oleic canola oil is any more natural than SZYM's oil, think again. I don't see anyone protesting high oleic canola. People that are scared and willing to boycott the products are a very small portion of the minority. Everyone else just wants a healthy product that tastes good without hurting the wallet.

    Kevin
    Jun 23, 2014. 03:08 PM | 4 Likes Like |Link to Comment
  • Why Solazyme Expects To Make An Impact In Food Applications [View article]
    N808,

    I don't have that market figure offhand but market depth should cover much of the vegetable oil industry. The development of mid oleic algal oils and the like has to do with offering other attributes not talked about in this article. One thing people might want to read up upon is the concept of solid fat curves. Szym will be unlocking a wide range of sfc opportunities through commodity priced oils. That is a huge opportunity considering the very limited sfc choices available right now due to pricing. (Ie imagine how many products would love to use something unique like avocado oil if it could be made at Palm oil prices. This is just a hypothetical). I hope to talk about this in the future if my editors will allow it.

    And yes I believe that szym will be selling directly to consumers over time. There are patent applications already pending which detail spray oils and the like. I believe it will just be another option on the shelves given enough time. Although I didn't talk about it here a bigger market will likely be in extending product shelf life in packaged goods due to increased stability. Would love to see chips made from this stuff. The switch to sunflower oil was made for the very same reason companies will eventually consider algal oil. I just hope they find a way to mask the yuck factor in the minds of consumers...

    Kevin
    Jun 23, 2014. 11:38 AM | 4 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Chunkymunky,

    Presuming the financial consolidation of sb oils by the end of this year, I would imagine $100 million would be a gross understatement of what is to come after 2 years. Nameplate capacity is expected within 1.5 years and 100k mt would probably account for at least 180 mil on an annual basis if it were solely dedicated to fuel blendstocks alone. Recall though that algavia is expected to sell for 8k/mt and it's likel that clinton or moema will have been retrofitted within by that timeframe.

    As for the price target, it is higly dependent on market perception, share count, and the willingness to value solazyme for its growth. I fully believe if wall street were to more accurately assess the growth potential of the company in its de risked state now that Solazyme would easily warrant a $2 bil mkt cap and achieve in excess of a $20 PT even now.

    But institutions have not yet come to understand this co and the market has been turned off as a whole by the sector. If these things normalize, the price will uptick accordingly. Until then we should continue a modest uptick at best (as now being witnessed by the ascending base support over the last year.)

    Biofuel will be sold but more likely in the form of blendstocks for some time. This is just to further develop the market without selling for much of a loss (if any, over time). Crude oil prices will affect all of our markets actually so don't think biofuels will be the only gainer out of that. Even food is affected by oil markets and vegetable oils are as well without a doubt. That said I believe anything around 100/barrel of crude is more than generous for our markets.

    Just a few thoughts to consider.

    Best,
    Kevin
    Jun 22, 2014. 04:58 AM | 3 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Toasty54,

    It's not a bad idea to take into consideration the full diluted share count. In my head, I have the number of approximately 120 million shares even though SZYM is probably around 78-79 mil now. It'll take half a decade and all of that might not filter through if the co buys back the convertibles, but just a thought to consider. Obviously, the co's also paying less in debt payments with the conversions as well.

    Kevin
    Jun 20, 2014. 03:23 PM | 2 Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    I agree that the intellectual property remains unaccounted for. Pity. The airlines will make a push towards alternative fuels as their options are limited. Who's to say if they'll start buying up their own refineries like Delta did a while back. One thing is for sure - the electric jet is nowhere to be seen on the horizon (and I would argue the battery problems of the boeing 787 has pushed back any hope of even seeing that horizon further). Fuel efficiency in airplane designs only go so far, so next generation fuels are needed soon.

    Jim Lane recently put out a good article on a viable pathway to making this a commercial possibility for industrial biotech co's (create more energy-dense fuels):

    http://bit.ly/1pQJ9yh
    Jun 20, 2014. 01:56 PM | 2 Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Honeywell was the provider of services in the past for refining SZYM's fuels. Whether they still are or not is left to debate, but I wouldn't see why they wouldn't be.
    Jun 20, 2014. 11:57 AM | 1 Like Like |Link to Comment
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