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Roger Knights

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  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    "Absence of evidence is not evidence of absence."

    The words "algal <something>" appear on the Calafia carton.

    It's not unusual for firms to be mum about who their customers or suppliers are, especially when it comes to new formulations of products. "Does Macy's tell Gimbel's?" When I inquired about how much algal ingredient was in each carton of Calafia creamer, Solazyme IR told me that that's the sort of question they never answer.
    Apr 1, 2015. 03:42 AM | Likes Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    PS: I also read somewhere that Solazyme's debt associated with Moema is in (depreciated) "Reals," which ought to be good financially, if true.
    Mar 31, 2015. 07:12 PM | Likes Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    Wolfson hinted in the last CC that there would be good news in coming weeks. This could be part of it.
    Mar 31, 2015. 07:10 PM | 2 Likes Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    But the value of the Brazilian "Real" has gone down, so products manufactured there should be more competitive on the world market.
    Mar 31, 2015. 07:04 PM | Likes Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    Solazyme may soon be granted a temporary injunction against Roquette. That ought to help.
    Mar 31, 2015. 07:02 PM | Likes Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    I bought out my Safeway's stock (4 cartons) of Calafia creamer about three weeks ago. As of now the slot is still empty.

    I noticed that the creamer is lumpy unless shaken before each use.
    Mar 31, 2015. 06:57 PM | 1 Like Like |Link to Comment
  • Solazyme Positions Itself In The Challenged Market For Clean-Label Foods [View article]
    Kevin: Is Solazyme a member of the 150-member Biotechnology index, XBI?
    Mar 31, 2015. 09:29 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    I remember there used to be a lot of talk about the ramp-up or learning-curve period, from 12 to 18 months, needed in order to get all the ducks in a row production-wise. Until at least a year, the plants would be undergoing a shake-down cruise, IOW.

    If so, Solazyme's current low yields, etc. shouldn't be very worrisome, no?
    Mar 14, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    "furturetrade: Yes. But I think Roquette to be any where near settlement discussions yet."

    Surely you meant, "But I DON'T think Roquette to be any where near settlement discussions yet."
    Mar 13, 2015. 08:44 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    I concede.
    Mar 13, 2015. 08:42 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    The sales aren't spontaneous, but are part of an automated plan they have set up. It was explained above.

    "Fiddler now owns 3,524,457 shares of the company."

    I suspect that's the dollar value of his holdings. Otherwise he'd own some huge percentage of the company.
    Mar 12, 2015. 10:06 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    "fifteen (25) days"

    Surely that's a typo, right?
    Mar 12, 2015. 10:01 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    Who is going to asses Roquette's damages to Solazyme? The arbitration panel or the court system? Please tell, someone!

    I suspect it is the panel--which means an award is likely before midyear. (An unappealable award!)
    --------------

    One point that argues in favor of AlgaVia's profitability at production levels is Roquette's enthusiasm for it. They've been selling their version for what, six months now?
    I wonder what their financial statements say about how production has been going, what margins they anticipate, etc. Those things would be a good benchmark for this KQ vs. Maxx dispute.
    Mar 10, 2015. 02:19 PM | 4 Likes Like |Link to Comment
  • Solazyme's (SZYM) CEO Jonathan Wolfson on Q4 2014 Results - Earnings Call Transcript [View article]
    Wolfson's answer to the second Question is confusing. Did he mean to insert a "not" in it, or was something missed in the transcription?

    "While there are many food manufacturers that will actually use ingredients that are GRAS -- confirmed GRAS, the bigger manufacturers are very often -- very heavily interested in seeing an FDA No Questions letter."
    Mar 6, 2015. 03:39 AM | Likes Like |Link to Comment
  • Solazyme Closes The Year With An Arbitration Win For Its Intellectual Property [View article]
    Roquette's customers will be coming over to Solazyme. At that point many of them, if asked, will likely reveal that Roquette's salesmen bad-mouthed Solazyme. If that negativity was severe enough, widespread enough, and consistent enough to look like a script from HQ, then that would be evidence Solazyme could use in a damage suit--especially in the punitive damages phase. (And especially if Roquette's salesmen are offered jobs by Solazyme.)

    ----------------------...
    One reason the stock is languishing may be that traders don't want to get aboard until the next shoe drops--which would be the filing of a shareholders' lawsuit--or at least preliminary rumblings of one. Sometime over a year ago--KQ would know--a law firm specializing in such suits announced that Solazyme was on its watch list and requested disgruntled investors to contact it. I haven't heard anything about that firm recently, though.
    Mar 5, 2015. 04:56 PM | 1 Like Like |Link to Comment
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