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lntwo

lntwo
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  • Solazyme Begins To Sell Algae Oils To Natura Cosmeticos [View article]
    MKW - While that is one interpretation and one could pick through the facts and events to support it, I'll give a less flip response.

    A mere six months ago (Nov,2014) the company announced it had 180'd its production to, as you know, a high margin low volume model. As is also known, product lead times in food and personal care are long, sometimes on the order of 24 months, yet here we are six months into the change and the company is lining up food and personal care agreements and building, hopefully, a growing snowball of customers while the price of oil, palm oil and associated products drop.

    While the timeline has been laughabley compressed, the company has used its weapons of product diversity and tech to respond to volatile markets. I doubt there are few longs on this board that would have paid a nickel for szym were it a pure fuels play. yes it's speculative but the company's response is exactly why I've bought into it.


    Not so terrible
    Jun 15, 2015. 10:50 PM | 4 Likes Like |Link to Comment
  • Solazyme Begins To Sell Algae Oils To Natura Cosmeticos [View article]
    Huh, a company chasing money?? That's a new one.
    Jun 15, 2015. 09:46 AM | 4 Likes Like |Link to Comment
  • Solazyme: Why This Green Company Looked To The Oil Fields [View article]
    Here's a piece from American Oil and Gas Reporter - I've had it chambered just in case the elusive SZYM-limonene connection was brought up, rather than attache it to my speculative ravings.
    It's still somewhat of a elusive beast, (we only have the presentation reference), but these pathways are easily within szym's metabolic wheelhouse. In padding through szym's patents it's kinda strange that limonene hasn't appeared, as far as I can tell.
    http://bit.ly/1oCeK1l
    Jul 15, 2014. 12:25 AM | 2 Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Thanks for the detail.
    Jun 3, 2014. 01:33 PM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Assuming the worst, that the oil doesn't get labeled favorably and some consumers avoid it, would seem of minimal consequence given that the value proposition of quality, relative cost, and logistics would still give szym a substantial "GMO" market. Their cacao butter data I'm sure interests many "GMO" accepting brands. Betting short on it getting labeled GMO (which it won't) when the GMO markets are enormous - not to mention lubricants and Encapso seems completely dicey.
    Jun 2, 2014. 01:56 AM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    Muhahahahahahahhahahaha.
    May 29, 2014. 02:03 PM | 1 Like Like |Link to Comment
  • Solazyme: Key Takeaways And Insights From The Q1 2014 Results [View article]
    the motley tool loves to pass off his own ignorance as worthy supposition.
    May 15, 2014. 03:39 PM | 1 Like Like |Link to Comment
  • The O-Zone: Understanding Oxygen's Role In Making Biobased Companies Rock [View article]
    Got it, thanks. Any idea on the cost difference between 1-4BDO derived from succinic acid - going most of the way up the reduction/hydrogenation value chain - versus 1-4 BDO from petro-chem or other direct 1-4 BDO producers?
    May 7, 2014. 01:26 PM | Likes Like |Link to Comment
  • The O-Zone: Understanding Oxygen's Role In Making Biobased Companies Rock [View article]
    Hey thanks for contributing to SA.
    Any thoughts on Succinic acid being too low on the C4 value chain. My limited understanding is that it sits at the bottom of the oxidative well and that GBL, and the various butanes, and other more reduced C4s are more valued reaction precursors. While it is a multistep process for oil, it is nevertheless a completely downhill reaction - we live in an oxidative world - and it is the reduced intermediates prior to succinc acid in the petro-chem sector that are valued (again, not sure, just my cocktail party level knowledge).
    The thing I've often wondered about pure Succinic acid production is that once you make it, you have to climb out of the energy well with what I understand to be energetically expensive hydrogenation steps - plus getting proper stereochem yields.
    Not asking for a mass - energy balance analysis but some general clarity if you've spoken to folks about this.
    May 7, 2014. 12:39 AM | Likes Like |Link to Comment
  • Solazyme Advances Its Agenda On Multiple Fronts [View article]
    And the simple continuation of the JV will speak volumes.
    Apr 25, 2014. 10:24 PM | 2 Likes Like |Link to Comment
  • Solazyme's Algal Oil Is Sought To Replace Palm Oil [View article]
    The quick answer to #2 is yes. They have shown designability to such a degree that they can produce a cacao butter equivalent that needs no tempering. (A little research on cacao butter rheology and you'll get a feel for how cool that is).

    Go to comp website, watch and listen to recent CC's. Also, if you're up for the detail, there is a 300+ page patent application firehose of info on Google Patents under the title "Tailored Oils" dating from Nov 2013 through Dec 2013. Enjoy, and take an asprin afterwards.
    Apr 6, 2014. 09:47 PM | 2 Likes Like |Link to Comment
  • Solazyme's Algal Oil Is Sought To Replace Palm Oil [View article]
    David Gair returns! I soo want to preserve your brain - and while we're at it I think your ex's as well. Go on, tell us all about the conspiracy.... I'm getting popcorn.
    Apr 6, 2014. 09:32 PM | 4 Likes Like |Link to Comment
  • Can Solazyme Find Growth In Hydraulic Fracturing? [View article]
    KEVIN, SIR - TAKE A BOW ON THE RECENT PR. (Or, if you prefer, an endzone dance). Touche.
    Mar 25, 2014. 07:36 PM | 1 Like Like |Link to Comment
  • After Spending Hundreds Of Millions Of Dollars Solazyme Is Ready To Change The World [View article]
    I like that take. Of course, hitting their milestones is crucial, but the additional buy-in after processes are running is the final confirmation. Point being that, though remote, one could imagine that even with all facilities up and running the JV overlords may not like the numbers they are seeing and pull out of further financing/expansion.
    Mar 22, 2014. 02:31 PM | Likes Like |Link to Comment
  • After Spending Hundreds Of Millions Of Dollars Solazyme Is Ready To Change The World [View article]
    While they rely on ANP at Clinton for oil based applications it's not clear to me the level of engagement from ANP needed if Peoria were expanded to just whole cell applications. We really don't know exactly what processes ANP performs and the level of food application scale that could be reached w/o their services.
    Mar 22, 2014. 02:26 PM | Likes Like |Link to Comment
COMMENTS STATS
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