Fri, Dec 19, 2014, 8:55 AM EST - U.S. Markets open in 35 mins.

Recent

% | $
Quotes you view appear here for quick access.

Metabolix, Inc. Message Board

  • antasia_x antasia_x Jan 30, 2013 2:52 PM Flag

    Inquiring minds need to know...

    Eno, the Forbes article was encouraging yet nothing would be more encouraging that a few very public sales in the niche markets that you are now targeting. I can only assume that December’s press releases were related to these markets, so the sooner you can announce a few sales the better it will appear.

    In early December you announced that you are now shipping Mvera Compostable film grade resin. This seems ideal for compost and retail shopping bags; both niche markets that you are obviously targeting. How are sales going? Have you made a few big sales? If not then why not, I only ask because your press release about Mvera B5008 said “Now Shipping”?

    In mid December you announced that you are now shipping a PHA-based Polymeric Modifier for PVC. This seems ideal for the construction market which appears to be taking off again. How are sales going? Have you made a few big sales? If not then why not, again I only ask because your press release about I6001 said “Now Shipping”?

    I realize that mass production of either product can’t begin until Antibioticos is up to speed but I also recall that you have millions of pounds of product that you received from ADM. If you are really “now shipping” product then you must be putting some of your inventory to use; has anyone anywhere placed an order?

    In December you also announced that Kenmare will help promote your compostable films in Europe "starting in 2013"... Now that we are in 2013 can you please share links to any marketing, white sheets, pdfs, anything to show how your new business partner is helping to introduce your products to the world?

    BTW, congratulations on your mention in Forbers; they clearly get that you are working on a turnaround and that it takes time yet your progress is in the right direction. Of course, the best thing that can happen now is completion of phase one, completion of the appropriate studies, validation that Antibioticos was the right choice and the signing of your first new European customer… Since you are "now shipping" (at least two products) it would be nice to know where you are shipping to. Anything you can share with us will be greatly appreciated!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • ZZZZZZZZ

    • giarw@verizon.net giarw Feb 5, 2013 4:05 PM Flag

      Loose lips sink ships.Enos thanks for not feeding the monkeys.

    • I re read the press releases that you referred to and yes it would be really nice to see a few announcements about who’s buying and how much. Additionally I'd like to know how much Mvera is “Compounded in Europe for local markets and widely available for global customers” (widely available, hmmm???)… “Mvera B5008 is designed for applications including compost bags, can liners used for organic waste, as well as shopping and retail bags that can be reused as compostable organic waste bags.” The announcement that Metabolix has a biobased polymeric modifier for PVC was less specific about the availability but it claimed that it “is now available for shipment to customers” so presumably they have enough to meet initial orders.

      BTW, this board may have failed to notice some additional statements in those press releases including the following:

      “Metabolix is developing a series of second generation products in the modifier space which the Company plans to launch in 2013 in conjunction with the planned start-up of PHA biopolymer manufacturing in Spain.”

      “Next year, we are planning to introduce additional performance additives with very high biocontent for PVC and other commercially important resins to underscore our commitment to providing customers with sustainable, high-performance products that enable them to satisfy consumer demands, differentiate brands and meet evolving government regulations.”

      “Metabolix designed I6001 as a performance additive to improve the mechanical and environmental performance characteristics of PVC. With a diverse use pattern ranging from construction materials to medical applications, PVC has an estimated market demand of approximately 35 million metric tons per year.”

      I believe that all of these are what Forbes referred to when they said: “In the absence of a deep-pocketed partner, Metabolix changed its approach from pursuing large volumes over time to going after “valuable niches.”

      Sentiment: Strong Buy

      • 2 Replies to bzap2000
      • When the news comes, and it will eventually come, the shorts here should get a real spanking.

        Desperate shorts keep trying to make mountains out of mole hills while ignoring the logs in their own eyes.

        This is a company with cash, patents and plenty of potential, working on a turnaround that could generate great wealth for new investors. The downside risk is low and the upside potential is high. Never invest than you can afford to lose and place your bets only after doing your own due diligence.

      • Yep, I that was the first time I've seen this mentioned here:

        “Next year, we are planning to introduce additional performance additives with very high biocontent for PVC and other commercially important resins to underscore our commitment to providing customers with sustainable, high-performance products that enable them to satisfy consumer demands, differentiate brands and meet evolving government regulations.”

        That certainly is a niche market that is outside of anything they did with ADM

 
MBLX
0.48+0.03(+6.67%)Dec 18 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.