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Kevin Quon  

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  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    Take a look at fellow peers in the industry and you'll see that the Glassdoor is hardly the place to gather data in order to justify current fears. It's a site for people to yell into the wind and complain over their frustrations.
    Sep 18, 2014. 10:17 PM | 2 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    I don't know if you're actually looking for an answer from me, but do bear in mind that the expenses for scaling up are skewed heavily on the front half. Historically the co has been capital efficient and analysts exuberant. I think you put too much weight on the analysts expectations though. But otherwise I agree with you.
    Sep 18, 2014. 11:16 AM | 1 Like Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    AbleBaker,

    For these first few plants there have been measures taken to lock in a portion of the margins and de risk margin volatility. The company is largely finding baseload partners for now. Some of these agreements have reduced margin risk through feedstock dependent pricing.

    Now how the market will actually react to swings in commodity prices in anticipation of a stronger correlation to the reality is another q altogether. Investors are far from rational at times.

    Kevin
    Sep 17, 2014. 06:31 PM | 2 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    If anyone invested too early, it's Fiddler. But I don't exactly hear him second guessing himself. To each their own. Despite the I-told-you-so's from those who would contest they knew better all along, no one knows how the market would have reacted along the journey thus far. But it's become clear that the company's gotten the short end of the stick in terms of market understanding/excitement. Despite the fact now is the most exciting time for the company and for investors, Wall Street is holding their noses. We still have many months to go, and maybe a hiccup along the way. My positions only grown (granted with some hedged protection), and you won't see me selling anytime soon to say the least.
    Sep 16, 2014. 10:10 PM | 4 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    The company expects to sell the majority of its products (of which it has many in non-food applications) for $2000+/MT. AlgaVia flour/protein has a target price range between $6000/MT - $12,000+/MT.

    Operating margins expected to be around 20%-25% across the company's #'s.

    The rest of the math is a subjective take on how much revenue is brought in via product mix.
    Sep 15, 2014. 11:29 PM | 1 Like Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    1) The capacity is being addressed, and the sampling can easily lead to upstream capacity agreements with willing parties as well.
    2) What makes you think that using SZYM's ingredients will increase the current price? In several instances, reduced costs compared to current ingredient pricing was cited (although hard if not impossible to find those references now). Logistics savings is a big part of the savings as well. Not having to source some ingredients months in advance (aka, a lot of warehouse space for storage) can be one big advantage.
    Sep 15, 2014. 11:26 PM | 2 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    "Now faith is the assurance of things hoped for, the conviction of things not seen." Hebrews 11:1

    But its a bit difference when the progress is already unfolding before us. I hardly call this faith as much as a patient realization of progress in action. We've just been waiting observers.
    Sep 15, 2014. 11:18 PM | 5 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    I believe the revenue will continue to be progressive for this quarter, but not in an overwhelming way. I don't believe this quarter will force a short squeeze based on revenue figures alone. Any catalyst would have to come from upstream or downstream progress. From a very rough on-the-fly comment, I would expect 17-20 million would sound appropriate.

    It's debatable if the accelerated ramp would begin this quarter. Even if so, the production does not immediately translate into revenue. This is witnessed by the fact that the company still gained revenue this last q off of some product made in 2013 @ Clinton.
    Sep 15, 2014. 11:15 PM | 1 Like Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    RWRATTI

    The value of their intellectual property is of great importance to me. However, I do not know how one would go about valuing it at this point in time - especially when it hasn't proven itself in the market yet or defined a niche market of its own yet.

    -Kevin
    Sep 15, 2014. 11:10 PM | 2 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    @bigbob77:

    http://bit.ly/1ulWfEH

    "material nonpublic information" is the key term.

    More insight can be gained from Fiddler:
    http://bit.ly/1oEO6IY

    -Kevin
    Sep 15, 2014. 11:06 PM | Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    Apart from the 10b5-1 fact mentioned by the other comments, licaris sale was timed along with the sales of 3 other insiders. While his file did not explicitly mention this, the three others stated that the sales were conducted due to tax purposes derived from vesting of restricted units. One can only imagine that licari situation was similar.
    Sep 15, 2014. 07:08 PM | Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    Im not in a position to compare between the two as I'm no engineer. Flotek is obviously a progressive name in this field with its green fluids but that's as far as I would be able to comment on.
    Sep 15, 2014. 07:05 PM | Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    Encapso is expected to make a sizeable impact in the drilling industry - at least those are management's ambitions based on the results seen. However bear in mind that adoption cycles vary from industry to industry. I personally wouldn't expect large agreements for several months and maybe even years for the big four.

    Also, algenist isn't in ulta yet. That deal is expected to fully fleshed out later in the year per the last cc.
    Sep 15, 2014. 07:02 PM | Likes Like |Link to Comment
  • Solazyme Gains A Partner For Specialty Soap Production [View article]
    I'm just going to copy & paste the following from the Form 10-Q in order to give some context of the cost shifting:

    "Beginning in 2014, inventories included manufacturing and related third party contract costs associated with the production
    of our intermediate/ingredient products that met applicable regulatory requirements. Prior to our products' meeting applicable regulatory
    requirements, the manufacturing and related production costs of such products are charged to research and development expenses. "

    -----------------
    Few thoughts:

    1) Its likely normal for inventories to increase during this time period as the plant gears up for a ramp.

    2) I wouldn't go as far as to consider as deferred revenue as the cost of the parts do not necessarily equate to the sales value of the finished good (which I would expect to carry more value).

    3) Sorry, until operations normalize at a steady rate, its a bit difficult to know whats healthy & what isn't.
    Sep 11, 2014. 10:20 PM | 2 Likes Like |Link to Comment
  • Solazyme Gains A Partner For Specialty Soap Production [View article]
    mikestesla,

    Thanks! And thanks for pointing me to that website. It's a rather interesting compilation/database. Not the most reliable, but interesting. ;)

    Kevin
    Sep 10, 2014. 10:28 PM | Likes Like |Link to Comment
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