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  • What A Successful Moema Launch Means For Solazyme [View article]
    @Cabeza Howe,
    The Green ETC group wants Ecover to use coconuts as a source of lauric acid. It claims coconut farming won't impact forests as much as sugar plantations. (?) But there must be objections to using coconut oil that Ecover considered, like reliability, steady vs. seasonal production, cost, quality of the natural vs. artificial oil, etc. Why aren't companies using coconut oil already?

    Most of the big-name environmental groups did not sign ETC's cover letter, although they must have been canvassed. That indicates that they see the upside of what Solazyme is doing and that ETC's alarmism about household products will not be the subject of a green crusade.
    Jun 4, 2014. 12:06 AM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    @SDDD,
    On May 26 a guest on the Coast to Coast late night talk radio show's appearance was described thusly:

    "In the first half, spokesperson on the health dangers of genetically modified foods, Jeffrey Smith, talked about the non-GMO uprising occurring in the US and around the world. Just this past May 24th, the "March Against Monsanto" took place in 47 states, and around the world, with people protesting Monsanto's role in creating and disseminating genetically modified seeds and products. Further, Vermont just passed the first real GMO labeling bill in the US, which will take effect starting in 2016, though the biotech industry has threatened to sue the state, Smith reported. One Hawaii county just banned GMOs and two others have issues on the ballot which will stop GMO production on the island till the products are proven safe, he continued."

    Here's a link to a May 8 story on the signing of Vermont's labeling law. Http://goo.gl/ycLzOh

    It states that it covers "food ... that is entirely or or partially produced with genetic engineering" by July 2016." Does "partially" mean that it must be labeled even if only some of its ingredients were engineered? Or does it cover foods that contain no GMOs themselves, but that were produced by GMOs, like Solazyme's frying oil? (If the law doesn't cover it now, eventually Greens will likely try to force it to be covered.)

    "'Vermonters take our food and how it is produced seriously, and we believe we have a right to know what's in the food we buy,' said Gov. Peter Shumlin. 'More than 60 countries have already restricted or labeled these foods, and now one state -- Vermont -- will also ensure that we know what's in the food we buy and serve our families.'"

    That "how it's produced" would seem to cover indirect GMO involvement. But I doubt that "Vermonters" take GMO involvement in production as seriously as they do actually consuming a GMO. I bet there are traditional foods that are processed using harsh chemicals that no one would want to consume--but that no one would be concerned about if they were used in the production process. For instance, IIRC, Hominy is produce by soaking kernels of corn in a bath of lye. (I urge Solazyme to make use of this analogy--and to look for additional examples like it.)

    But this labeling would likely scare off MacDonald's, which wouldn't want to lose even 1% of its sales from scared consumers. Maybe in five years the scare will die down about such indirect use. Certainly Solazyme will have a legal case for claiming its indirect products shouldn't be burdened with the exact same label as products actually containing GMOs.

    Hmm ... If 80% of food items now contain GMO corn, soy, and other basic ingredients, then maybe the labeling law will affect so many items that consumers will be de-sensitized to the labels and Solazyme's frying oil won't stand out as unusual!

    The law applies only to food, so it wouldn't impact Ecover's detergent.
    Jun 3, 2014. 11:54 PM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    "the true golden ring for SZYM is the algal flour & protein market. The margins on those products will open up the world, and the GMO argument will be a non-starter because the strains producing them are specifically not gen-modified bugs."

    But, if the "GMO'd algae" furor gets traction, as it will, it will depress the sales of the non-GMO strains if they have the word "algae" associated with them. So "AlgaVia," although it is a great name on its own, may have been a poor choice in this larger context. I think the company should search for an alternative, backup name, such as my coinage, ShaZyme.
    Jun 2, 2014. 08:27 PM | 2 Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    "Maybe it's better to be "loud and proud"--clearly explain the process and its concrete environmental advantages to the consumer."

    That could only be done on a website--the product registry website--there's no room on a label. All the label can do is provide a link to the website. As long as there's a link, the meaning of the wordless symbol wouldn't be a mystery, because it would be explained there.
    Jun 2, 2014. 09:08 AM | Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    I like what you've said, but I think the shorts may be thinking that this month's UN conference will be filled with and/or heavily lobbied by anti-GMO activists who will try to BAN or discourage the use of the products of Synthetic Biology. Such irrational ecological actions have precedents, and such official discouragements would have a big influence on big corporations.
    Jun 2, 2014. 09:04 AM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    ETC must be aware that a labeling requirement will scare off many potential buyers of Solazyme's products for many years. Perhaps that's even their intent. I suspect that many people who have been shorting the stock below the $10 level are counting on this labeling issue being a showstopper, as it was for foods sterilized by nuclear irradiation.

    As far as informing the consumer goes, I suggest that, at a minimum, there should be an online registry of all products incorporating SynBio ingredients, which persons worried about them could consult to avoid them if they wished.

    I hope that would be sufficient to satisfy most green groups. If not, suggest that a wordless graphic symbol be used on the label, which would inform worriers without worrying others.

    If that's not sufficient, I suggest a short (compressed, Goo-type) link to the SynBio registry be printed below the graphic. I hope regulators will see the wisdom of avoiding anything more until and unless the preceding is shown to be insufficient.
    Jun 1, 2014. 07:36 PM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    I agree with everything in your letter except, "IMO Ms Strom is shilling for the GMO - SMO groups, as evidenced by her link to the biased letter by the environmental group ETC." If she hadn't provided it, the NYT would have been flooded with emails asking for it.

    I think the article was fairly balanced and that, in light of the upcoming UN conference on the topic in June, the paper could hardly avoid covering an issue that is bound to become a topic of discussion soon.

    You (RWRATTI) wrote, "Your [ETC's] mission is a win at all costs solution, with the rest of us suffering, starving and dying because of your position."

    It's a classic case of "the best is the enemy of the good." Some people and organizations have what's known as "an ethic of ideal ends" that makes it impossible for them them to "be responsible." They're instinctively averse to non-extreme positions.
    Jun 1, 2014. 07:10 PM | 3 Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    "A lot could go right"--Right!

    It's easy to imagine the sort of good news that might be coming soon. "Breaking Good."
    May 29, 2014. 05:11 PM | 2 Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    Kevin, I agree with all you say except your beginning, "Why would SZYM's stock jump over a lack of concern over SG? There was no concern with SG to begin with . . . ."

    You don't know what has been motivating the intense level of shorting that's been going on even as the stock sank below 10. Those shorts' high conviction level is a mystery that could be explained, in part, if they had heard a whisper that Solazyme's long-time partner ADM had signed a deal with one of its dark-horse competitors. That would have "looked bad"--like a knowledgeable "vote" against Solazyme's technology or as a sign of a troubled relationship--and speculators are used to making bets on such bits of inside info. without looking any deeper.
    May 29, 2014. 05:02 PM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    Wouldn't it be great if they announce in June that half of it will be going into a doubling down on the facility at Moema in an expanded joint venture.
    May 29, 2014. 01:21 AM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    Well, there are several moving parts in getting Moema up to speed. But if the question is, "What date will they say that there will no longer be an intermittent power problem?", I think the answer could be, "We've already solved it." (Although improvements to the power system will continue in the background.) So I'll give myself a little wiggle room and say, By the end of May.
    May 29, 2014. 01:20 AM | Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    Here's a just-posted article by Maxx Chatsko on the ADM/Synthetic Genomics agreement.
    http://goo.gl/vvnnl6

    He doesn't sound worried about it being a threat to Solazyme, because the products aren't overlapping. (Perhaps shorts who got wind of this deal thought it WOULD be a negative for Solazyme. If so, there's a chance SZYM's stock will jump on Maxx's article.)
    May 28, 2014. 09:46 PM | 1 Like Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    @Snake Plissken: It's true that the comment on the Yahoo message board doesn't conclusively "answer the question," but I didn't say that it did. All I said was, "According to a comment a week or two ago on the Yahoo message board for Solazyme, the two products are the same." Here are the words of commenter Mac945w on May 7, on the thread "high oleic algae oil info":

    "Metalworking fluid sells for $1.91 per pound. That is retail price and 4200 per MT. It is food grade and some machine shops are using it "neat" with no additives. I will be getting a sample and frying french fries with it."

    "They told me it was GRAS rated food grade. I'm getting a sample to try french fries, i am not kidding. 55 gallon drum is 800 dollars."

    "A buddy of mine has a machine shop and is going to buy a few drums."

    Commenter Crushthepoodle adds:

    "I think this is the exact same oil that Wolfson was touting as a food oil for sale out of Clinton…… I thought it would be a different oil but it is indeed a chainsaw lubricant and a fry oil,….. pretty cool."

    http://yhoo.it/Q54HWg;_ylt=AgIKUX.BERyCJA6t...
    May 28, 2014. 09:25 PM | 1 Like Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    "It's a floor wax AND a dessert topping!"

    According to a comment a week or two ago on the Yahoo message board for Solazyme, the two products are the same. (But the food version will probably cost more.) The industrial version is distributed by Koda; go to this page and ask for spec sheets first:
    http://bit.ly/1khbGVm
    May 28, 2014. 05:06 PM | 5 Likes Like |Link to Comment
  • 4 Reasons Why Solazyme Is Pursuing AlgaVia & Encapso Now [View article]
    "The only danger is the fear and uncertainty that you foment."

    That's what commenters were saying about his warning three weeks ago that Moema might be delayed--but he was right, and they should have heeded his warning.
    May 18, 2014. 08:02 PM | 2 Likes Like |Link to Comment
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