Tag: AMRS

AMRS 2010 Business model

Can Amyris Find The Ingredients Of Success?

In late August 2018, sustainable ingredients developer Amyris (AMRS:  Nasdaq) staged a successful secondary offering by a selling stockholders, Foris Ventures and Vivo Capital Fund.  In conjunction with the offering the company raised $46.0 million in new capital through the exercise of warrants held by existing shareholders.  Last week the shares closed over 40% higher than the $6.25 deal price.  The chief executive officer lauded shareholders for their support and apparent endorsement of the company’s game plan to commercialize sustainable alternatives to petroleum-sourced materials used in fragrance, health and beauty products. Amyris leadership should celebrate its loyal shareholders given how far the company drifted...
Amyris logo

Biofuels & Biobased Earnings Roundup: Amyris

by Jim Lane The Top Line. In California, Amyris (AMRS) reported Q2 GAAP revenue for the second quarter of 2018 of $24.8 million, compared with $25.7 million for the second quarter of 2017. Grants and collaborations revenue was $11.4 million for the second quarter of 2018 compared with $10.3 million for the year-ago period. The company noted that Q2 revenue was $24.8 million compared with the same period in 2017 of $21.7 million when adjusted for the low margin product sales on contracts assigned to DSM (DSM.AS). This reflects 15% growth on an absolute basis. GAAP net loss for the first half was $89.1...
synthetic fuel

List of Synthetic Fuel and Drop-in Biofuel Stocks

Synthetic fuel stocks are publicly traded companies creating transportation fuel from non-liquid feedstocks such as natural gas, coal, and municipal waste.  Drop-in biofuel stocks are publicly traded companies creating transportation fuel from organic feedstock that can be used, transported, and stored by conventional petrofuel infrastructure.  A synthetic fuel is a biofuel if it is made from organic feedstock.  It is a drop-in fuel if it is compatible with the existing infrastructure for petroleum based fuels. Amyris (AMRS) BioAmber (BIOA) Codexis (CDXS) Darling Ingredients (DAR) Gevo (GEVO) Global Bioenergies (ALGBE.NX) Neste, Inc. (NEF.F, NESTE.HE, NTOIF, NTOIY) N-Viro International Corp. (NVIC) Renewable Energy Group (REGI) Sasol Ltd. (SSL) Velocys, PLC (VLS.L) If you know of any synthetic fuel or...
Novvi logo - Amyris JV

Amyris In The Age Of Rapid Change

by Jim Lane Last month, Amyris (AMRS) and Chevron (CVX) announced that Novvi and Chevron have entered into an agreement to jointly develop and bring to market novel renewable base oil technologies. Novvi is Amyris’ JV with Cosan (CZZ) to produce targeted hydrocarbon molecules from plant sugar for automotive, industrial, marine, and construction applications at unbeatable economics. Think lubricants for engines and machines. Since launching its first commercial production in 2014, Novvi has been steadily increasing its base oil production to keep up with robust and growing demand for a variety of automotive, marine and industrial applications. Meanwhile, Chevron has one of...

Alternative Energy Companies Posting Large Returns

Alternative energy companies delivered compelling returns for investors.  A look at Crystal Equity Research’s ‘indices’ of renewable energy, conservation and environmentally-friendly technology companies found some exceptional price moves.  We review five companies here that have experienced top price moves from 52-week lows. Codexis, Inc. (CDXS:  Nasdaq) has gained 257% from its 52-week low. The company won a place in our Beach Boys group through development of proteins for a mix of applications from biocatalysts for industrial enzymes, chemicals and pharmaceuticals.  While the company has started generating revenue from its technology, it has yet to post a profit.  Codexis delivered a smaller than expected loss in the...
Cornpops

List of Biochemicals Stocks

Biochemicals stocks are publicly traded companies whose business involves using plant or animal based feedstocks (biomass) to create new chemicals or substitutes of existing petrochemicals, plastics, or other fossil fuel derived substances other than fuels. Amyris (AMRS) BioAmber (BIOA) Bion Environmental Technologies (BNET) Codexis (CDXS) Corbion (CRBN.AS; CSNVY) Eastman Chemical Company (EMN) Global Bioenergies (ALGBE: EURONEXT) Novozymes (Copenhagen:NZYM-B; OTC:NVZMY) Royal DSM (DSM.AS; KDSKF; RDSMY) SECOS Group (SES.AX) If you know of any biochemicals stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the list that you think should be removed.
biofuel dispenser

List of Biofuel Stocks

Biiofuel stocks are publicly traded companies whose business involves transportation fuels or any other form of liquid fuel made from plant or animal feedstocks (also called biomass).  Included (but listed separately) are ethanol and biodiesel stocks. Algae-Tec, Ltd. (ALGXY) Amyris, Inc. (AMRS) Andersons Inc (ANDE) Archer Daniels Midland (ADM) Calyx Bio-Ventures Inc. (CLX.V) Ceres, Inc. (CERE) Codexis, Inc. (CDXS) Dyadic International (DYAI) Dynamotive Energy Systems (DYMTF) Gevo, Inc. (GEVO) Green Earth Technologies (GETG) GreenHunter Energy (GRH) Greenshift Corporation (GERS) Metabolix, Inc. (MBLX) Neste Oil (NEF.F,NESTE.HE,NTOIY,NTOIF) Novozymes (NVZMY) Rentech (RTK) Viral Genetics, Inc. (VRAL) If you know of any biofuel stock that is not listed here or in the lists of ethanol or biodiesel stocks, and should be, please let...

A Decade Of Unexpected Curves In The Bioeconomy

By Jim Lane Over the years we’ve all seen a lot of curveballs in the advanced bioeconomy. You see companies like Valero, which lobby the United States Congress with unbridled intensity to get rid of the Renewable Fuel Standard, on the verge of becoming the single-biggest producer of RINs in the United States (with news that they might take capacity at Diamond Green Diesel up to 540 million gallons). You see companies like Solazyme which love the Renewable Fuel Standard and drive up to nearly a billion-dollar post-IPO valuation based on delivering fuels at volume, then announcing that there are even...

Gevo To Supply Lufhansa With Renewable Jet Fuel

Jim Lane   In Colorado, Gevo (GEVO) has entered into a heads of agreement with Lufthansa to supply Gevo’s alcohol-to-jet fuel from its first commercial hydrocarbon facility, intended to be built in Luverne, MN. The terms of the agreement contemplate Lufthansa purchasing up to 8 million gallons per year of ATJ from Gevo, or up to 40 million gallons over the 5 year life of the off-take agreement. Gevo utilized the enthusiasm generated in financial markets yesterday to raise $15.6M in cash and to convert $11M in debt to equity. What the deal means in the short term...

Amyris: The New Colossus Aims To Unlock Its Golden Door

Jim Lane In California, Amyris (AMRS) reported a Q2 net loss of $13.8M on revenues of $9,6M, up from $7.8M in Q2 2015. Revenues rose 27% from the corresponding period in 2015 primarily driven by the shipment of a new novel fragrance product, as well as Neossance Squalane sales. At the same time, Amyris, which has recorded $18.4M in revenues for the first half, re-affirmed guidance for the year that it would reach $90M in annual sales and positive cash flow from operations in 2017. With that, Amyris would have increased revenues by 400% in the second half,...

Amryris: Zombie With Attitude

Jim Lane Zombies with attitude. New partnerships for making magic molecules and exploitin’ the heck out of ’em. These days, nothing in Hollywood beats a great zombie movie, more than 50 have been released in recent years. Zombies rise from the dead, and change everything around them. It’s not always pretty, or predictable, but they’re a disruptive force. Well, Amyris (AMRS) is proving to be a zombie story these days starting with being labeled a “zombie company” by The Motley Fool. TMF writes: Amyris was a pioneering industrial biotech that went from darling of the field to a company now trading well...

REG: A Little ADM With Better Growth Prospects

Jim Lane At 8:30am, there’s a standing daily meeting of the key traders in Gary Haer’s sales group at Renewable Eenergy Group's (NASD:REGI aka REG) headquarters in Ames, Iowa. And they’re not kidding. Everyone stands. For 15 minutes there’s the rat-a-tat-tat of rumor, fact, competitors, pricing, spreads, the who’s selling what and where, the buying and selling of diesel, renewable diesel and biodiesel across North America. On most minds this Friday morning, what’s going to happen with corn prices? The USDA late on Thursday released its annual spring plantings report and it was a shocker. Corn acres...

EPA Says VW Running Massive Clean Air Scam

Jim Lane  VW is facing up to $18.07 billion in fines; recalls, mandatory vehicle emission fixes on the horizon; investigations underway at EPA and in California as “defeat devices” uncovered that evade clean air regulations. In Washington, EPA issued a notice of violation of the Clean Air Act to Volkswagen AG, Audi AG, and Volkswagen Group of America, Inc. alleging that four-cylinder Volkswagen and Audi diesel cars from model years 2009-2015 carry a “defeat device” which circumvents EPA emissions standards for certain air pollutants. Specifically, the EPA alleges that a sophisticated software algorithm on certain Volkswagen vehicles detects...

The Velocity of Amyris

Jim Lane What makes Amyris (AMRS), Amyris? We look at the products, the evolution of the story, the partners, the focus on yield, and deeper into the story of Rate. “I mean, man, whither goest thou? Whither goest thou, America, in thy shiny car in the night?” “Whither goest thou?” echoed Dean with his mouth open. We sat and didn’t know what to say; there was nothing to talk about any more. The only thing to do was go.” Jack Kerouac, On the Road Amyris experienced last month what CEO John Melo referred to as “our...

Why Have Ceres’ Sorghum Plans Soured?

Jim Lane Sorghum Bicolor photo by Matt Lavin As Ceres points towards minimal plantings of its sweet sorghum hybrids in its key market of Brazil for next year, investors ask two questions. Will sweet sorghum realize its vast potential, and when? Just when many observers hoped that Ceres, Inc. (CERE) would dramatically expand hectares planted with its Blade hybrid sweet sorghum, the 2014 planting outlook was released last week and the total hectares crashed from 3000 in 2013 to 1000 in 2014. It’s a far cry...

When Will the Fog Lift of Biofuel Investors?

Jim Lane Delays and cancellations photo via Bigstock Investor flights GEVO, SZYM, AMRS take off delayed by fog. How soon will the potential of three of the hottest companies in the field be realized? What are the key milestones coming up for the industrial biotech’s Gold Dust Triplets? In Colorado, Gevo (GEVO) reported its Q4 and full-year 2012 results this week and now the Q4 news for the gold-dust trio of Amyris (AMRS), Solazyme (SZYM) and Gevo is in certainly the most highly-heralded...