Amyris Is Strengthening Its Lead In The Next Industrial Revolution

Summary

• Just as Intel advanced the Digital Revolution and Tesla the EV Revolution, Amyris can drive the Synthetic Biology Revolution to replace high margin segments of the $5.7 Trillion chemical industry.
• Amyris is building multiple growth platforms of Scientific Innovation, Miracle Molecules, Clean Consumer Brands, Marquee Partner Programs and low-cost Bio-Fermentation Processes to lead the Next Big Industrial Revolution.
• Amyris has mastered 20+ biochemical pathways, reduced new yeast strain design-to-production time by 80% and optimized processes to produce most of nature's 326,000 molecules cheaper, cleaner and more sustainably.
• After 15 years investing $1.7 billion, Amyris is producing 13 molecules at scale, adding 3-6/year, creating a 3-5 year scientific and commercial lead and potential for multiple decades of growth.
• Amyris' "Machine That Makes The Molecules" has attracted marquee partners offering over $600 million of upfront, milestone and contract manufacturing revenues, providing timely growth capital. It's still early.

The Synthetic Biology/Engineered Fermentation Revolution

This article supplements our prior articles published by Seeking Alpha on Amyris. It takes a longer term view of Amyris (AMRS $18.71) which should be helpful for investors new to the company as well as existing shareholders that may be wondering how long they should hold the stock. I have already referred to Amyris as a "Once a Lifetime Opportunity" in a December 2020 letter to my privately managed clients. This article digs deeper into the reasons why I believe that Amyris is at the forefront and has the attributes to remain the leader in what may become the Next Big Industrial Revolution. I also make analogies to leaders of two other Industrial Revolutions, Intel and Tesla in their respective Digital and EV Revolutions, with which we are quite familiar having invested in them early.

I discuss Amyris' announcements and events in the last few months that have made us even more confident of Amyris' outlook than when Seeking Alpha published our first three reports on Amyris at lower prices: "Why Amyris Could Be the Next Tesla" (May 29, 2020 at $3.36), "Amyris On Track For Cash Flow, Earnings and 70%/Year Returns" (September 29, 2020 at $2.53) and "R&D Surprises Offer Amyris Unbounded Upside" (September 30, 2020 at $2.53).

Based on Amyris' results to date successfully scaling 13 of 13 molecules in widely diverse product categories, we are now more confident that Synthetic Biology and Amyris have the potential to take large shares of the chemical, specialty chemical and ingredients industries and provide contract manufacturing for the pharmaceutical industry all of which could take decades to run its course. We also now believe that Amyris has a greater lead not only in engineering yeast strains, but also in fermentation science and production at scale which give us greater confidence that

Analyst’s Disclosure:I am/we are long AMRS TSLA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article expresses my personal beliefs and opinions relating to the subject matter contained in the article. Other than payment from Seeking Alpha for the publication of this article, I have not been compensated by any entity, and all thoughts, opinions, conclusions and statements contained in this article are my own. Further, I have no affiliations or arrangements of any kind with any entity mentioned in this article. Finally, I have purchased shares of AMRS and TSLA for myself and for my clients in the past, and if the companies continue to perform as I expect, it is likely that I will purchase additional shares of each, both for myself and for my clients. This report is not, and should not be construed as a solicitation or offer to buy or sell any securities or related financial products. It has been prepared by me solely from publicly available information. The information contained herein is believed to be reliable but has not been independently verified. I make no guarantee, representation or warranty, and accept no responsibility or liability whatsoever as to the accuracy, completeness or appropriateness of such information or for any loss or damage arising from the use or further communication of this report or any part of it. Information contained herein may not be current due to, among other things, changes in the financial markets or economic environment. Opinions reflected in this report are subject to change without notice. This report does not constitute, and should not be used as a substitute for, tax, legal or investment advice. The report has been prepared without regard to the individual financial circumstances, needs or objectives of persons who receive it. The securities and investments related to the securities discussed in this report may not be suitable for all investors. Readers should independently evaluate particular investments and strategies, and seek the advice of a financial adviser before making any investment or entering into any transaction in relation to the securities mentioned in this report.