Normey, I hesitated at 0.75, and doubled down at 1.07, but methinks we'll see a nice bottom-feeders heyday soon.
Best to all.
at Natureworks. Safe bet that if there is any news this is the partnership that will be announced.
Here's a quote from a written piece
"While Metabolix has its own bio-based plastics on the market, it makes sense to target development with NatureWorks’ products as well, said Bob Engel, vice president for biopolymers. Wider acceptance and improved technology benefits all makers of bio-based materials.
The company’s modifier — which it refers to as a “plastifier” rather than plasticizer — improves flexibility within PLA while allowing it to retain its 100 percent bio-based feedstock.
That improvement could, for instance, make it possible to produce a more flexible film that can still be composted, which would eliminate complaints about the “noisy” compostable bag for chips, Engle said.
Other uses target its potential for non-wovens in the medical industry".
Don't want to get hopeful but the last sentence is what many on the board have been taking about.
In a nutshell, it involves mitochondrial and cellular redox tone; sugar consumption drives glycolytic metab. and pro-inflammatory pathways as well as altered autophagy. If you want the grisly mol. bio Pubmed search Mark Mattson out of UC Boulder.
Seeing it on display in a company lab versus a product expo: it says that it's not just a possible product or developmental curiosity, but something they want to commercialize.
The food angle from a production/facility standpoint is interesting - I'd like to know cost on volume basis compared to oil only facilities. (Maybe a food dedicated plant is too risky or constrained?) Painter was coqutteish about food partners and expansion, but my gut says in next 9 months we'll have an announcement.
Grizzly. Yeast, not the best platform. The pathway amrs is on will likely be more easily adapted buy other organisms. Mulling over picking up some bioa puts when available. imho stay away from the long side of both of these companies.
NatExpo West Report: "Solazyme going retail with Algae Milk. It's excellent!"-- PF Technical Editor David Feder
Agreed. Read Peter Drucker - it is the infiltration to non-users and un-anticipated markets that distinguishes transformative businesses. Ask: who is not buying our product, and why?
They are usurpers. Jealous, no time to read, but appears it gives the context within the industry that we needed. :-)
Seems to me, for that presentation to be meaningful they are gonna have to issue some manner of material news beforehand. I cannot see the facts as they are enticing any meaningful buy-in, so unless this is just a pro-forma jag-off I don't see the point w/o some material change on which to base their story.
Was built around 06-07 at the height of materials costs, plus the 06-07 winter in Iowa was outta hand and baked in a 4 month delay as well, if memory serves. Also, likely execution issues when built under previous JV,
My two cents - when the time to switch comes, it will be seamless. They have been testing and optimizing alt feedstocks for years and the performance is as good and sometimes even better than glucose only controls. Going from memory, stover only outperformed, as did some other glucose-cellulosic mixes. Feedstock concerns are a non-issue. Pfft.
Lbs thanks for the summary! I'll listen tonight. Seems they are honing their presentation as a disruptor. They actually mentioned gasses, very cool, likely a ways away but interesting.
Yes, as has been repeated ad nauseum, there will be a base-load allocation of capacity around shich custom production will be added. My assumption, and lord knows I stand a chance of being utterly wrong, is that the highest ASP's will come from this non-base-load capacity and that the base capacity has yet to normalize ASPs at current low volumes.