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Tom in Texas

Tom in Texas
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  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    “Solazyme's manufacturing footprint includes a currently operating production facility in Peoria, Illinois and additional large-scale facilities, including the Solazyme Bunge Renewable Oils facility in Brazil and the ADM manufacturing partnership based at the ADM facility in Clinton, Iowa that are coming online in the coming quarters. Given the strong market response, Solazyme's laser focused on leveraging these facilities to accelerate commercialization of the algalin flour high-lipid and high-protein ingredients into food the markets, faster than would have been possible by the JV. “

    “And you can envision and as we announced, for instance, with respect to the ADM manufacturing partnership, there's an ability to expand that to 40,000 and ultimately, also to 100,000 metric tons. And ultimately, you could certainly also refit the required downstream to Moema as well. I'd also point out that we have kind of highlighted a path to 400,000 or close to 400,000 metric tons of capacity with capacity expansion with Bunge, whether in Brazil or in other markets. “
    Jun 24 07:51 PM | 1 Like Like |Link to Comment
  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    Should have added the link:
    http://seekingalpha.co...
    Jun 24 07:43 PM | Likes Like |Link to Comment
  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    "Would someone please explain what I'm missing?"

    Expansion of the ADM & Bunge plants.
    Jun 24 07:34 PM | 1 Like Like |Link to Comment
  • Solazyme: Primed To Succeed [View article]
    "...why are so many insiders selling?"

    To make SF mortgage payments? Insiders are on an automated sell program and are selling only a small % of their shares. Long SZYM.
    Jun 20 06:59 PM | 6 Likes Like |Link to Comment
  • Has Linn Energy Finally Bottomed? [View article]
    I got "buck fever" at 29.12 and failed to pull the trigger to buy more.
    Jun 18 04:07 PM | 3 Likes Like |Link to Comment
  • 3 Golf Lessons You Can Use For Your Portfolio [View article]
    Well done.
    Jun 6 12:35 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: This Upstream MLP's Contrarian Strategy Could Pay Off [View article]
    Excellent article. Thanks. Long VNR (& LINE).

    The IRA $1000 limit does not apply to the distribution. It applies to UBIT, and all mine were negative the past 2 years, except for CLMT, which was well under $1000.
    Jun 3 03:00 PM | 1 Like Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And another SZYM JV: AkzoNobel (Netherlands): largest paint & coating company in the world.

    Google the phrase: "renewable tailored oil"
    The first page is all SZYM (didn't bother to check beyond the 1st pg.).

    Recently awarded their 13th patent (86 pending), and turning out 2 per month. I'd call that a "competitive edge".
    Jun 3 02:04 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And I forgot DOW (transformer oil).

    "...competitive edge..."
    How about tailored oil?
    Jun 3 01:37 PM | 2 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    Those companies I listed are not competitors to SZYM, they are SZYM's JV partners.
    Jun 3 01:33 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    SZYM: "Several well established companies have partnered with them and they have effectively migrated into higher margin oils."

    ADM (US), Bunge (in Brazil), Roquette (France), Unilever (UK), Matsui (Japan), etc.
    Jun 3 11:29 AM | 4 Likes Like |Link to Comment
  • Embrace Corrections As Opportunities, Not Catastrophes [View article]
    Excellent article and I agree that corrections are a buying opportunity for DG investors. The one problem I see with your portfolio (as well as my own) right now, is you are almost fully invested, with only $3247 in cash to buy the dip.
    Jun 2 02:11 PM | 1 Like Like |Link to Comment
  • Marcellus Update: EQT Increases EURs, Positive For EQT And Nearby Operators [View article]
    Thanks Josh. I was wondering why MHR was one of the few green stocks in my portfolio today.
    May 31 11:34 PM | 2 Likes Like |Link to Comment
  • My Transition To Dividend Growth Investing: A Look Back To Last Summer When It All Began [View article]
    Author: "...we steer clear of investments in the fast-food industry, the energy industry, and defense contractors."

    Ruralist: " I like how you're taking your social-responsible values and are applying them to your portfolio."

    I would also hope that the author is applying his social-responsible values to his life, that is, in not using any energy.

    Since I am a realist (not a ruralist) and use gasoline, heat and a/c, plastics, etc. that come from oil & NG, just call me socially-irresponsible.

    The first stocks I purchased in my roll-over IRA (2.5 years ago) were CVX & RDS. I've since added EPD and SDRL collecting growing dividends in the real world that runs on energy (oil & NG).

    I've also added MCD since I like their fries, cooked in OIL.

    The only "green" social-responsible stocks that I bought, I have taken a beating on, i.e. AT & EXC, two pin-wheel & sun-beam utility companies.
    May 30 04:56 PM | 7 Likes Like |Link to Comment
  • Mora County, N.M., a rural area where residents depend on wells for their water, is the first county in the U.S. to pass an ordinance banning fracking. More than a dozen cities in the eastern U.S. have passed such ordinances, and the movement is spreading west: Culver City, Calif., home to the largest U.S. urban oil field, is drafting anti-fracking regulations, and other cities are preparing ballot initiatives to outlaw the technique. [View news story]
    And they'll all be dependent on TX (& ND) for their gasoline.
    Or will they stop using gasoline?
    May 29 04:30 PM | Likes Like |Link to Comment
COMMENTS STATS
348 Comments
611 Likes