For those who don't recognize the name, Solazyme is the company using the plant that Metabolix designed and AMD built... For awhile there it looked like Solazyme was putting it to good use but their chart stock tells the long term story... Wouldn't it be funny if Solazyme and Metabolix partnered to put that plan to better use???
**Clue MBLX is going up:
From the company's Jan. 9th news release:
On January 5, 2015, the Compensation Committee of the Board of Directors of Metabolix, Inc. (the "Company") approved a program under which each member of the Company's senior management, including the Company's executive officers, shall have the opportunity to elect, before the amount of the 2014 performance bonus is determined, to convert up to 25% of his or her cash bonus to restricted stock units ("RSUs") under the Company's 2014 Stock Option and Incentive Plan.
The Clue? conversion by insiders to stock
***Another Clue MBLX is going up:
From the company's Dec. 22, 2014 news release:
Going forward, we intend to continue evaluating and developing production expansion options for our business as we bring on commercial scale customers for Metabolix PHA biopolymers."
The Clue? "bring on **commercial scale** customers"
BUY, BUY, BUY!!!
If Metabolix ever needs help manufacturing their products then perhaps they should partner with Solazyme. Rumor has it they have a large plant that is capable of creating Metabolix's product and that Solazyme is having troubles selling their own products so perhaps they have an excess of capacity....
This means they get to buy stock at 1/2.5 (60 % discount).
Assume the stock price is 50 cents and someone get a 100k bonus.
He/She can elect to take 25k in RSUs and using the 2.5 multiplier can purchase 62.5 k of stock. AT 50 cents thats 125k shares for an out of pocket 25k. This equates to 20 cents per share and a discount of (50-20)/50 or a 60% discount to the 50 cent mkt price.
Again management is ripping off the shareholder. And if we are giving employees a sub 25 cent price I shudder to think where the next round of financing will end up..
Filing yesterday granted management the option to declare 25% of their bonus as an RSU that would vest after one year. The amount, up to 25%, will be multiplied by 2.5 and then divided by the share price on the day the bonuses are paid. See the SEC filing from Friday 1/9.
(that should give us a glimpse of what insiders really think...)
I enjoy reading these posts. It does provide one with some comic relief.
In any event, I believe that most of us can agree that this is a speculative stock. I don't pretend to begin understanding the product(s) or technologies of MBLX and quite frankly I do really do not need to because I have only a miniscule long position with this company, with risk capital that I am willing to lose in its entirety. If I lose it, so be it. If MBLX does become a commercially viable company, then this stock should l one day exceed my 1.71 basis.
Therefore this is my position,. The technology being touted APPEARS (And I can't emphasize the word APPEARS ENOUGH) to be exciting and a game changer. At least at the point if one has cash to expend and not worry about losing it in its entirely, at this current share price, I'd be a buyer. Unfortunately, I do not have any more risk capital to invest.
Now perhaps, if one desires potential immediate return and satisfaction, take your $10,000 or so, enter a WPT event instead and maybe you will get the opportunity and get to meet the world renown Mike Sexton Vince Van Patten and the lovely Kimberly Lansing.. Your chances of coming out ahead in one of their tournaments are certainly no better than investing in MBLX at its current price . Now if potentially sitting at the bar with the Royal Flush damsels is important to you, than forget about MBLX
Sentiment: Strong Buy
I thinks its reasonable to believe MBLX will once again hit $1 in the short term and those that were lucky enough to buy at .30 cents are going to be rewarded. Seems like strong support at .30 cents and I doubt you will pick up at your .19 cents target.
These guys have proven themselves over the years. I did my due diligence as well. Will listen to them before i listen to you!
Sentiment: Strong Buy
You better buy all you can tomorrow because most of the selling is being done for tax loss reasons. One more day! Just don't see this languishing here for much longer. If nothing else, trust that the three Amigos did their homework before investing millions into this. The Market Makers are just glad to accumulate cheap shares. This stock has too much potential with all the pilot programs going on. How many times have most investors wondered why they didn't buy more when a stock traded this low? Be greedy when others are fearful.
Sentiment: Strong Buy
PHA MODIFIERS FOR PLA FIBER
JULY 23, 2014
This development has extended the range of Metabolix’s PHA portfolio with crystallinity ranging from 0% or 60% to include fully amorphous products. The glass transition temperature (Tg °C) of these PHAs now extends from +5°C down to ~-30°C. Like the more crystalline products in its portfolio, these amorphous PHA products are 100% renewable and widely biodegradable in most environments where microbial activity is present. Metabolix sees exciting opportunities for using these new copolymers to modify and improve the performance of PLA and thereby expand the market potential of PLA fibers and filaments.
At Natureworks’ 2014 ITR conference, Metabolix showed early results for modifying PLA using these new PHA copolymers. Metabolix is grateful to Natureworks for their support in this development effort. This work focused on the ability to improve PLA ductility without negatively impacting the PLA glass transition temperature (a common problem with using miscible plasticizers). Metabolix then demonstrated this effectiveness in PLA films by developing a much softer PLA blown film with flex modulus and toughness approaching HDPE. By varying modifier loads, flexibility and toughness in PLA blown and cast film can be adjusted across the range spanning from paper to HDPE. A series of these film prototypes were highlighted by Metabolix at Interpack 2014.
More recently, Metabolix is excited by very interesting results in improving PLA fibers using with these new PHA modifiers. These developments were also highlighted at the 3rd PLA World Congress in Munich.
Benefits of Modifying PLA fibers with PHA
Improved touch and feel; Hand & Elongation
Reduced Boiling Water Shrinkage
The ductility improvement that characterized PHA modified PLA films is also clearly seen in PH
I agree. Modest investment to significantly increase current production of PHA quicker is absolutely a prudent positive initiative. This is far better then meekly going through this manufacturing agreement end of the year deadline in silence. Silent night may be appropriate tomorrow night but not as a business strategy.
The moment of truth will be the amount of this "robust pipeline....in various stages of development" that can be converted into commercial sales. If that one thing happens a lot of other good things should follow.
We're all going to have to stay tuned a bit longer as this game is definitely not over yet.
If you need some last minute Christmas gifts how about a few shares of MBLX?
One would think rational investors would look at yesterdays news positively. I guess it is better to sign a manufacturing agreement to suck up money that the company does't have much of. I expect the pps to go up after weak hands throw in the towel. Somebody buying some real cheap shares. The way they are approaching this stretches the companies funds, don't see how this can be bad news
Sentiment: Strong Buy