Andrew's been screwing his friends, the only ones who would pay any attention to him, with is phony tough guy talk since . . .. Eh, not matter, they know.
Shorts and trolls may be annoying, but pumpers, touts and shills are dangerous . . . they feed the long 'n wrongs confirmation bias.
"Things change". Think it has been changed since original posting because I posted about this shortly after reading it. She also mentioned they did repeated pressing and 500L tanks. SZYM may not have wanted details on the web.
It is a problem in that the algae and water have identical (~) density. The touring Sephora chick said there was 4 gallons water for 1 gallon algae and the high heat was being used to dry out algae prior to pressing.
If this is true, it sounds like something out of the distant past tech wise.
doctor, i'm not here to cure stupid, but perhaps you can be saved.
The point is that the omission of Roquette in February partners list could well have been an indication of problems with the JV. Companies' are constrained from claiming a partnership is going fine, if there are issues. Those problelms materailized when Roquette JV broke up in June. Then attnoreys interested in suing SZYM were inquiriing about representation SZYM had made as to the health of the JV.
The exclusion of Dow from the list may be indication that there are problems and SZYM intennds aviod a representation to the contrary should those problems not be insoluable. Of course, a problem could be worked out, or the omission could be an inadvert screw up. Only time will tell for sure.
Ohh, you may also want to know that Harrison Dillon, the founder and former officer and director who has left the company, reported Nov. 6 having sold an additional 160,000 shares at $10.60, i.e. that is before the conference call and missing the drop. So it looks like Dillon far from being a walrus is well on his way to adding being a former shareholder to his list of accomplishments.
And does gair demand a refund from SA after reading a Kevin Quon posting?
NOVEMBER 14, 2013, Morgan Stanley Global Chemicals Conference, Dow Chemcial Company is not listed as a announced partner. See Solazyme presentation Slide 12.
Note: Feb. 20, 2013, Solazyme Earnings Report Slide 11, Roquette is not listed as an announced partner.
kqforever you do poor research.
- Previous selloffs have been seen deceases in short interest (shorts covered as price fell). This time it was different, there was a large increase. The dynamic has changed.
- It was with the 12-18 month ramp with the "back end loaded" sales ramp, the 30% gm, and collapse oils prices well below targeted price. Much more than mere Moema "delay".
Earlier this year, on February 20th Solazyme's earnings presentation (Slide 11) listed the "Announced Partners". Dow was on the list, Roquette was not.
"This is the view to have going into the CC. Also, I'm thinking that more sold product went out the doors at Peoria and Clinton (and perhaps Moema) than analysts expected. Paid samples, or initial product deliveries. Analysts expect SZYM to post revenue of $13.50M. Will be much higher! (also Algenist in Asia) "
DId you ever miss. No paid samples, no initital product delivieries, no revenues at all from Peoria or Clintion or Moema. You missed so totally one has to ask #$%$ did ever base you thinking on"?
But then shorts may have a view into Solazyme from Roquette's perspective. Roquette has no reason to polish Solazyme's rep.
In the context I used it cost is a more appropriate than margin.
And, anyway, the margins the company provides are merely estimates for products which may or may not yet exist. So while you may argue "margins have been stated, and restated" and you treat them as if they are statements of fact, nonetheless they are merely targets the company hopes to acheive. I guess, you have to be smart to draw the distinction and not be so credulous as to accept as final every pronoucement the company utters. After all, investors are a prey species.
What's the big deal, the days to cover have been cut in half, which is, as you clever guys know. more important for a squeeze than the number of shares short.