oh, it's as a percentage of total sterols, which are a tiny fraction of the total. They're byproduct not an endpoint product.This has been noted in other patents and I think is important for noting purity and in specifying an algae based process that produces a different sterol profile from plants
I'm too pinched for time, to give it a meaningful read but there also appears to be some quantities of use listed - 8200lbs in one of the tests. Missed the C29 - definitely want some context on that. off the top of my head, C30 is squalene territory. Thnks all.
interesting point. Perhaps I've forgotten if it has been clearly stated, but I think most assume that each 100k MT = another entire plant. It would be nice to get some idea of snap-on exspansion to Moema, same for a 100kMT fitted Clinton.
Though a spin off of mblx, Tepha is worth a look for in-vivo medical apps. If I remember correctly mblx owns something like 0.5 mill shares, or some equivalent manner of interest. As a side note, the level of quality and refinment is at least an order of magnitude higher to meet implantable, in-vivo FDA standards. mblx ain't gonna provide FDA level material. Now, single use medical suppliess... that's something else entirely. Best.
jmho: feedstock is a contiuously decreasing issue; they have many arrows in the quiver. Just a guess, but looking at the work they've been doing on carbon flux efficiency, their costs at a meaningful production scale (being vague, b/c I'm no expert) should be much better than expected.
Have you looked at bioa? they are a one-trick pony in the crowded, low margin succinic acid field.
Though I disagee with your rationales, it's nice to see a civilized short.
I'm still holding fast, and am waiting to see if my rationales have the weight I think they do. Best to all.
Science aside- under dark conditions there is no water splitting reaction so no O2 evolved (ok, technically there are other reactions producing O2), so you're correct O2 does matter and also b/c of CO2 evolution and buffering capacity which is function of [O2].
A great general interest piece; a few paragraphs for each section hitting the notables and market applications. The ice cream and milk review was encouraging. $$.
SO they actually planned on over building Clinton, then sandbagging ADM such that they'd pull the plug on the JV, then scramble to Spain as part of some evil dream? Yeah. Sure. Well regardless, if these buyers/galactic overlords really plan on moving this above 10 bucks I've no complaints and will toast my future masters.
Judging from PCS' boots on the ground, Clinton exspansion to 40kMT will announced when already complete.
Two pieces of rank speculation: 1) Clinton exspansion to 40kMT will be announced ex-post facto. 2) Algenist will add a cocoa butter mimetic based line.
Here's one of those head scratching bits (just published) that make you wonder why the deuce that can't get some traction.
(WO2014127053) PROCESS FOR ULTRA PURE CHEMICAL PRODUCTION FROM BIOBASED RAW STARTING MATERIALS
"Chemicals capable of being produced by this process include crotonic acid (from P3HB), gamma-butyrolactone (from P4HB), acrylic acid (from P3HP) and δ-valerolactone (from P5HV).
****The process is surprising in that it is capable of taking PHA biomass with an approximately 50% purity level, on a PHA weight basis, and in one step directly producing an ultra-pure (up to or greater than or 95.00%, 96.00%, 97.00%, 98.00%, 99.00%, 99.50% (e.g., 95.10 to 99.50%, such as 96.50%, 97.50%, 98.50%, 99.10%, 99.20%, 99.3%, 99.4%) by weight biobased chemical****
that is free from biomass or fermentation broth derived nitrogen-containing impurities such as acetamide, n-methyl pyrrolidone (NMP) and n-ethyl pyrrolidone (NEP) as well as other impurities such as fatty acids that negatively impact the biobased chemicals final color and odor properties.
The product produced by the methods described herein has a greater than 95% weight without further processing to reach the purity. In other words, the purity of the product derived from the methods of the invention is between about 95% on a PHA weight basis without further processing such as distillation and the like to achieve the purity.
Agree. Szym is supply constrained for the foreseeable future, so whether they sell one gram of of their CBE to any confectioner doesn't concern me at all. Besides, your #3 is all that matters - even a small slice of that market would likely swamp their allocation.
Just to add, they have the most advanced substitute available. It needs no tempering and can be tailored to desired melt point and crystal structure. Hmmm ... think some cosmetics/personal care companies would like to get their hands on a cocoa butter mimetic (not substitute or equivalent) that at, say, $5000/mt is 40% less than, and indistinguishable from the ag product? I know nothing about retail markets, but I've talked to those that do, and the only margins better than cosmetics are pharma/legal drugs, and illegal drugs.