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Kevin Quon

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  • Why Solazyme Jumped On Its Latest Announcement [View article]
    I appreciate the kind words, Tony. Thank you. It's good to have some production running for a change. I'm sure the amount wasn't much thus far, but it's the statement it makes that matters the most.
    Feb 1 01:23 AM | Likes Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    Best wishes, liebezeit. Only risk what you can afford. But you probably could not have chosen a better conviction pick. Wall Street is fully underestimating the impact that oil-control will have on the industry. That's what this is all about. Its not about biofuels, forget that for now. It's about making the oil we want rather than having to use what is available in Nature.
    Jan 31 06:06 PM | 4 Likes Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    Patent protection & trade secrets are the best way to go. Will you see production in a country like China anytime soon...? Probably not. But eventually I'm sure. As for legal protection, this company came first in this space. And that's important. The intellectual property is probably the most undervalued asset as of right now. Not much competition, and a fully running R&D component with a huge advantage in speed when it comes to harvesting new IP. It's like claiming the Wild West with a Humvee instead of a wagon. Pretty big advantage when you look at the big picture right now. I'm more impressed about the IP advantage than I am about production starting.
    Jan 31 05:10 PM | 3 Likes Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    Much appreciated, Stephen. Although to be quite fair, this was a pretty rushed piece. I'm not used to writing under deadlines. Had to get this through the editors before market open.
    Jan 31 05:06 PM | 2 Likes Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    Appreciate it, gotincome. At the same time, unlike Moema I would imagine Clinton has a higher cost of operation (due to feedstock, downstream, & possibly labor). In the end, each have their advantages and disadvantages. SZYM is all about keeping options open, and making things more efficient. So such flexibility in diversity is desirable.
    Jan 31 05:04 PM | 1 Like Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    If I had to guess, I say before Q1 2014 is over. But likely after the upcoming CC, unless the CC is timed to be on the day of the launch.
    Jan 31 05:00 PM | 1 Like Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    They'll understand one day, Doewap. For some people, its either too much of a hassle or too difficult to think of the big picture.
    Jan 31 04:50 PM | 1 Like Like |Link to Comment
  • Why Solazyme Jumped On Its Latest Announcement [View article]
    "Comparing biocatalytic processes with thermocatalytic processes is not a valid comparison. They do not face the same hurdles or advantages from a technology or business strategy standpoint."


    I agree with Maxx on that one. There are a unique set of challenges for KiOR in contrast to SZYM (or AMRS or GEVO, or even with REGI [via LS9]). It comes down to technology rather than end product. But unlike Maxx, I would argue and have argued that SZYM's tech risk was much lower from the start due to its algae-based platform. Fermentation similarities aside, there is a big difference between using algae and yeast and bacteria.
    Jan 31 04:45 PM | 3 Likes Like |Link to Comment
  • Revisiting Solazyme, Part III: Putting The Plan In Motion [View article]
    The company doesn't pitch product as much as it forms relationships. It pitches its abilities and the client determines what it wants. Therefore oils are made after both companies agree on product outlook. There is both a mkt and a customer. Also, oils that augment availability of specific molecules aren't likely to have issues with mkt acceptance.
    Jan 30 02:03 PM | Likes Like |Link to Comment
  • Revisiting Solazyme: Management's Take On Technology And Outlook [View article]


    1) Keep the options open? Yes. Fully agree with your thoughts.

    2) Running in continuous now? Maybe. It matters in clinton/moema, so I wouldn't be surprised offhand, but I also remain skeptical like you. Probably some mix in between batch & continuous

    3) Probably won't come back to fuels? Specialized fuels is still part of the current plan, so they technically never left. But when they do, people will probably thinking "well that's not what i was thinking about when you said fuels..."
    4) Strict commodity renewable biodiesel? Doubtful for some time, and likely only after next gen feedstocks develop first. Waste of capacity & doesn't capitalize upon the szym advantage in increasing value. Blendstocks first, if so.
    Jan 29 08:38 PM | Likes Like |Link to Comment
  • Revisiting Solazyme: Management's Take On Technology And Outlook [View article]
    Ike,
    That is a pretty assertive statement. Just because you are fixated on how one process works, your exclusion of another is pretty ignorant of the idea that there could be multiple possibilities. Then again, this kind of reflects how you're approaching Solazyme to begin with. You've convinced yourself that biofuels are irresponsible, so you conclude that Solazyme can not succeed in the fuels space (and arguably as a company, given some of your comments to date). It's a dangerous path you're walking when you're only focusing on historical knowledge rather than watching technology progress.


    That said, I will not dispute your assertive claim which you're attempting to pass off as a fact. Instead, I'm only going to relay the response from Wolfson that he told me when I asked whether the company uses a batch or continuous process. He summarized with the following because he couldn't recall what the company publicly mentioned to date on this subject:


    "Let's just say we have different modes we can run in. It depends on what we're trying to do. But let's just say when you're trying to get costs down you're moving towards more continuous, and when you're trying to have optionality, you're moving closer to batch... but batch includes increased costs and continuous decreases the costs. A lot of this has to do with juggling the interest of partners who want oils."
    Jan 29 07:27 PM | 2 Likes Like |Link to Comment
  • Revisiting Solazyme, Part III: Putting The Plan In Motion [View article]
    Azinsd,

    This is just an add-on, but Cole also played a big role in creating Brenco & Hawaii Bioenergy. Brenco was acquired by ETH Bioenergy in 2010 thereby creating one of hte largest ethanol players in the world - $2.2 billion in annual revenue. (http://bit.ly/1e5LYGo)

    Go a little further, but Cole also has a good # of connections. For instance, AOL co-founder & billionaire, Stephen Case, has been a backer of several projects w/ Cole - including brenco.

    Just something to chew on.

    Kevin
    Jan 28 09:50 PM | Likes Like |Link to Comment
  • Revisiting Solazyme, Part III: Putting The Plan In Motion [View article]
    Sorry. I don't know anything about the topic of safety comparisons in airliners. If it's a fuel quality issue though there might be some credence to what you're suggesting.
    Jan 28 02:50 PM | Likes Like |Link to Comment
  • Revisiting Solazyme, Part III: Putting The Plan In Motion [View article]
    Glad to help. Thank you for your input, str8tshooter :) definitely a chalk mark in humanity's win column when they get production running smoothly.
    Jan 28 02:37 AM | 2 Likes Like |Link to Comment
  • Revisiting Solazyme, Part III: Putting The Plan In Motion [View article]
    I wouldn't read into that. I just wanted to illustrate rising shipments. As for Asia I still imagine Japan getting a plant before China does. Or say somewhere with excess sugar like Thailand. I think China is still a threat from an intellectual property point of view. Just my personal impression of the situaition.
    Jan 28 02:32 AM | 2 Likes Like |Link to Comment
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