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.
Just spectacularly irrational - in many ways couldn't wish for a better goofball to push this nonsense. Please Ms Smokler, go on.
agreed. they should have done a few walk throughs and a bit better at the staging and presentation. Maybe have some of the baked goods on display.
There's a new patent application posted US 20140170716 A1 - it relates to diesel and jet fuel production. It's very nuts-and-bolts but what is notable is the incorporation of cellulosics throughout. To get the essential highlighs do a CtrlF word search on the document for the term "surprise".
Here's the url shortened version. Copy-paste, BUT you need to delete the "DOT" and replace it with a "." ( a real dot) - and no spaces.
THis is the link to the SEC purchachsing info