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Amyris, Inc. Message Board

  • geosmart668 geosmart668 Feb 1, 2013 10:00 AM Flag

    This is HUGE news!

    The market needs time to understand it.
    The contamination was the major single cause failed this company and the stock in the last 2 years. With that behind us, the BLUE sky is ahead.

    The stock was down from $33 to $1.70, now the stock will march to the top. firstly, it will try to break $5 in the next 3 months.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Any predictions Geo for the 2/19 call? I've been holding and adding over last year+ basically since it went under $5. Started to really load up on the new plant news. I've noticed your one of the only posters here that shares some solid info. my hope is they give some numbers on what they plan on being able to produce going forward without contamination problem that crushed them. based on 1st month but I'm sure they won't give any guidance like previous calls

      Sentiment: Strong Buy

      • 1 Reply to rayjay_76
      • Thank you, Rayjay.
        You know that the revenue would be small. The more important is the bottom line(the cash burn rate) and how they talk about their progress/ or MAJOR customer partner wins if any

        Third quarter nice beat on bottom line most due to $8 million revenue recognition from prior quarters; Fourth quarter loss would be still much smaller than last year on per share basis, but would be higher than Q3. I am not sure if it can beat consensus. Looks like that they could beat on bottom line if you read the following from last C.C.. But again, quarterly result is not very important to this stock, the important thing is the FUTURE and what they talk about it and what media talk about it. GOOD LUCK.

        ...............................

        Total revenue for the quarter was $19.1 million, down from $36.3 million in the third quarter of 2011. This decline in revenue was principally due to the company’s planned transition out of the ethanol and ethanol blended gasoline business. And this transition is now complete. Partially offsetting this decline were increased revenues from brands and collaboration, primarily related to the amendment that accompanies collaboration agreement with Total. As a result of this amended agreement we were able to recognize as revenue about $8.8 million of collaboration revenue related to cash we had received from Total in prior quarters.

        .............................................
        Vishal Shah - Deutsche Bank
        Thanks. Steve, wanted to just understand the cash burn comment, you said the cash burn has gone down. Can you just maybe talk about what your cash burn will be in the fourth quarter and how should we think about cash burn as you start ramping Paraiso?

        Steven Mills
        I think as we look at the fourth quarter, we don't see any significant difference from the rates that we have been running. Again we continue to look for ways to optimize and get more efficient but there haven’t been any significant changes as we see here in the fourth quarter, I think that the biggest items will be the timing of the CapEx as you mentioned – and as I mentioned earlier. We had commissioning costs relating to Paraiso in the third quarter, and we expect those to be similar in the fourth quarter. So I don't see anything significantly different cash burn wise.

        Sentiment: Strong Buy

    • Keep those tankers rolling!!!!

    • This is very exciting news!!

 
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