This is just a demonstration and they don't mention the feed stock. It will take two or more years to pilot and build plants. By that time SZYM will dominate the market. They will have 2,000,000 MT plants generating oil and at lower price. than the competition. The first to market wins and that is Solazyme.
Just finished reading Divergent as part of my continued research on LGF. It is a good, fast paced story with lots of exciting action. The fear facing simulations which take only a few paragraphs in the book will offer thrilling visual vignettes that will captivate the audience. I liked the story better than the first Hunger Games. Divergent could out gross Hunger Games. Read the book yourself and form your own opinion. I am long LGF since it was $12.
My hoped for scenario is that the stock soars into the 20s so solazyme can raise an addition 400 million in equity and then float 600 million in bonds to invest $1 Billion in plants. While Solazyme is ahead of the any competition that need large plants to really make money. They now have the knowledge of how to make algae create any kind of oil they want and they know how to build large scale plants. They just have to commit and scale up.
Solazyme is the only public company in the top five. I liked the picture on the Moema plant in Brazil. It gives me confidence that it will start operating in 1st qtr of 2014.
The future of Lionsgate share price appreciation depends on the success of the Divergent movie that debuts on March 22, 2014. It should attractive the fans of Catching Fire since it has a similar story line – young teenagers fighting a oppressive government. While Medea Christmas, I,Frankenstein and Hercules have some potential for box office surprise, Divergent has the potential to deliver the $100 million opening weekend needed to boost the stock price and prove that Lionsgate is not a one trick pony.
It will take three years for SZYM to reach $50 or more. I think a double is possible in 2014.
The world has continued need to the oil that solazyme will soon start to produce.
Yes, it was a disappointment that they pushed production back a couple of months, but how many companies to know that have this much sales growth potential. This is no biotech where you have to worry about FDA approval. This have a process, they have the demand and they just need the plants to start manufacturing in bulk. They are careful. They want to make sure they don't screw up because they know they have multiple golden products. There is a risk in everything but this could grow from $20 million to $1 Billion in 2 years, My worry is that some company will buy them out before the stock price gets to $100. Disney did that to me when they bought out Marvel at $46.
Have patience and you will be handsomely rewarded.
New distributors, 3 new products, gaming going to take off. Sales could double over the next two years. Just my humble opinion. Listen to the conference call, You won't waste your time.
I am disappointed. Revenue increased 10% but EPS remained at 3 cents, the same as 2012. Hopefully they will do better new quarter and maybe do 100 million in revenue. I hope some one buys out the public shareholders.
While successful start up of the manufacturing facilities remains important. I think the success of Algenist mitigates the risk. New investor want to see growing sales and right now those sales have to come from Algenist. Later in the the quarter and next year it will come from both the new manufacturing and Algenist.
Need to walk before you can run. I think your 2016 sales target is possible but it won't come from one product but many. SZYM will change world.
I think the real story for SZYM this and next quarter revolves around the success in sales of product. I think sales of Algenist could soar in the fourth quarter as men and women buy it as Christmas gifts. Could Algenist do $6 million in sales this qtr, $10 in the fourth and $60 million next year or better?
Last year at this time MSR activity was high, bu now very quiet. When will something happen? I have to believe that behind the scenes FIG, MSR and NRZ are working on Deals because management is always looking for opportunities. I just don't know when these new deals will happen? Tomorrow, next week or next month. I hold my position because I would hate to be on the side lines when NSM and NRZ announce the next deal.