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Solazyme, Inc. Message Board

  • jim6b jim6b Jan 30, 2013 8:00 AM Flag

    SZYM the next CERP?

    Almost without thinking, you say ridiculous, absurd . . . CERP is 0.03 stock, that's 3 cents . . . impossible!!!

    But then that is undoubtedly just what you would have read on the CERP message boards back in 2006 when CERP was selling for over $50.00 a share.

    Someone wrote: "If its too good to be true, it probably isn't." Then think of those $58 predictions for SZYM's EOY shareprice and all those 2015 and beyond . . .

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    • worldstockmarket@rocketmail.com worldstockmarket Feb 4, 2013 9:05 PM Flag

      CERP blasted up along with RNN today!

      Sentiment: Strong Buy

    • SZYM used to be $10's on NASDAQ - how is that not the smartest thing ever said?

      Sentiment: Strong Buy

    • Cerp is just a compounding company with no product of their own. ANY petro-chem company could do what they do, if or when they care to. Cerp just takes plastic resins/pellets and combines them into different plastic compounds. There are any number of public or private companies that have been doing this for some time.
      The comparison is as wrong as those investors who considered cerp a bioplastic manufacturer with actual IP and product.

    • Jim, so what you are saying is that SZYM will go to $58, and then down to 3 cents?

    • I'm not sure I see the parallel. CERP never seems to have had any sales or real capital base. SZYN has substantial sales and has raised huge amounts of money. And when you include the partners capital from the joint venutures, the raised funds are double the public raise. Plus each of the JV partners have done their own due diligence and given SZYM a positive endorement.

      Sentiment: Strong Buy

      • 2 Replies to marc450sl
      • The op was a cautionary comment. Stock with great expectations can and do sometimes fail horribly. Their are believers all the way down. Just note the CERP posts to this mb.

        Could it happen to SZYM? Nearly all public traded companies are valued on the basis of their financials which are tightly regulated and audited. Development companies on the other hand trade on future expectations derived from the company's forward looking statements which are safe harbored.

        Trying to look at a dvl company through the eyes of a strategic partners is an excellent idea. But I try to look at the whole picture. Artist have a concept of negative space, empty areas which have meaning just as the positive images do. Take for example the partner Chevron. The positive is that they have some relation. The negative area is that it has never developed into anything (and the research payments have ended). Similarly, Unilever, years of research and in early 2012 cc's talk of advances, but nothing. Then there is Bunge. On the positive side Moema is real and being one-half funded by SZYM. On the negative side, Bunge has paid SZYM nothing for the use of its technology. No license fee, no royalties. On the plus side, Bunge has agreed to two additional plants. No the negative it is merely an "intents to" agreement which is about like having your boss tell you "about the raise, we intend to do it in 2016, but then things change. " Also on the negative is Bunge has rights to the tailored oils for those two plants, again they paid nothing and gave nothing of value to Bunge (SZYM received some PR points from having "done a deal").

        Finally, when you look at Roquette there are pluses and empty spaces. On the one hand Roquette bought SZYM's tech and paid for it by financing the build of a pilot plant and a demonstration plant. Interestingly, Roquette is paying to redo SZYM's pilot plant in Calif. and to redo its demo plant in Peoria. The negative is that Roquette is repeating SZYM scale up efforts and only after they have been complete will the Roqoutte JV's board decide on going forward with Phase lll, industrial scale. So if you ask, what due diligence Roquette has done, it is certainly very substantial, but substantial in part because they apparently have not accepted SZYM scale up work and have redone. IMO, SZYM tech strength is in the lab and there it appears to be formidable, but when I look through Roquette's actions I see that they have not concluded that it will scale cost effectively. The board's decision on Phase III will be the answer, that they have not yet done so is one of those "empty areas."

        As always, YMMV.

      • Cerp is just a compounding company with no product of their own. ANY petro-chem company could do what they do, if or when they care to. Cerp just takes plastic resins/pellets and combines them into different plastic compounds. There are any number of public or private companies that have been doing this for some time.
        The comparison is as wrong as those investors who considered cerp a bioplastic manufacturer with actual IP and product.

 
SZYM
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