Seeking Alpha

Cowen finds Solazyme attractive as production, partnerships grow

  • Solazyme (SZYM -1.4%) is at an attractive entry point ahead of its Q4 earnings report next week and an expected ramp-up in production as its relationship with Archer Daniels Midland and Bunge reach full potential, Cowen analysts say.
  • The future SZYM's stock hinges on the new Brazil plant: “Other biomaterials firms have stumbled at the final commercialization step, which helps explain the huge rally in SZYM on the news of first shipments from Clinton,” Cowen says.
  • Commercial startup has been delayed to Q1 from Q4 2013 for enhancements, and confirmation that the plant will be starting up soon would be “an important trigger for the stock."
Comments (2)
  • Hello,
    As I've said in a previous comment about SZYM- Bunge JV ( Moema Project in Brazil), I am not an investor (I wish I could be), but a SZYM technology supporter.
    I now want to add that plant commissioning and start-up in Moema are much closer than my early Jan visit in there, for I am once again scheduled to another go to the site, this time to start-up fermentation on-line process control analyzer. Such a control scheme, together with SZYM micro-algae extraordinary ultimate capabilities, fine tunes the target special oils, giving to the process a desired robustness for achieving both quality and designed production capacity.


    Congratulations to those who develop such a path to better and friendly chemicals (renewable oils) and to those investors who understand it and bet on its success; all will be rewarded in coming years.




    Mario Kool
    23 Feb, 09:29 AM Reply Like
  • Retired engineer here. I am also fascinated by the evolving biotechnology that is about to change the world with innovative discoveries from companies like AMRS, MBLX, and especially SZYM. Renewable and sustainable materials will be the leaders of bio tech revolution over the next decade.
    23 Feb, 10:25 AM Reply Like
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