Metabolix, Inc. Message Board

Yes. Bingo! "Packed" borders on an understatement. They are going after higher value chains,but they're already blocked by Gevo (a chilling consideration), and anyone else making BDO. Succinic acid is at the bottom of the C4 oxidative well, to climb out requires hydrogenation which is energetically expensive. (Likely, if they cared to, szym could out-compete on cost through oil cracking). BDO already has a huge energetic advantage for C4 value chain as does GBL and pyrollidones. Great posts man!!

Good lord, if anyone on this board is considering BIOA - STOP. TURN AROUND. RUN AWAY. Succinic acid is the least valuable C4 precursor possible. I'll definitely be looking at Puts when they become available.

Thanks for the contributions. (Heck, I just pointed out expanding use of AD). Some variation of an ostensibly closed loop system will evolve/ Szym is physically well positioned and has a lot of flexibility in this space - whether we, or the hogs eat their byproducts or whether the farmers run their machinery on nat gas, biodiesel, or a szym blend.

THAT is hilarious. It remains to be seen if the algae "waste" is fed to the AD or fed to the other fart machines aka pigs. Likely there'll be some manner of coop for glycerine and waste byproducts that will vary with market prices.

My mind to your mind.... But is their compound a terpene, or some manner of polar fatty acid?

So do we know what the compound is???

The Googletron can cover the process. It's basically nat gas production. Energy co-generation from "waste" byproducts. As someone pointed out, there are a lot of pig facilities around Galva, plus other ag waste generation. Monetization is in energy costs and transport and disposal savings.

fwiw I sent two emails to IR asking for some "motherf@@@@@ clarity" other than google translate. I'm usually an even tempered person, but this is ridiculous.

While I'd stay well away from this comp at this time, it's arguable we're at book value limiting levels. You may think it's worth $0 but it's a reasonable bet there will be buyers at this level. Save your $$ and put it in vwelx and vwinx. Safe, mindless and rock solid performance.

Very useful. Thanks too.

HAven't been paying too much attention. Fantastic news.

Want to see the flop.

Musk is buying 100mill. The short interest... Yikes! They're passing bricks.

So the "HUGE" isn't an assumption? I don't want to get too involved in this nonsense, but do you know the cost of living in Sil Valley? Entree fee for a single fam. house is 1 mill. and that' will get you MAYBE 1300sqft. Palo Alto goes for over 1000/sqft.

Tru dat.

I feel like I should take a Silkwood shower after replying to his aggressively obtuse article.

Applications. They have a lot on their plate and are wise to focus. I'd minimize your expectations for any comm. priority on this (if they get something going in 5 years great), but keep an eye on the patents to look for R&D diversification towards this possibility. Keep your hopes down and enjoy the surprises - if any. jmo not an expert.
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