Amyris Inc (fka AMRSQ)

[Winthorpe III]

And what do you make of their value-sharing relationships?

That's what this all hinges on. They aren't in the business of producing widgets to the mass market. They produce a very specific, nearly inimitable type of widget and license others to coat their thingamabobs it, adding value.

So their factories may only crank out X gallons of gummy berry juice, but that juice is spread over millions of tires, lipstick, nail polish, and God knows what else. They seem to be fomenting said relationships across various industries.

So EITHER:

A. The value sharing is bogus and won't let them tread water fast enough, or...

B. The value sharing is going to net millions you have not yet accounted for.

But as far as I know, nobody KNOWS the value sharing relationships with enough specificity to avoid going broke. So I'm entirely out of it. I might go long with Vegas money, but you'd have to be insane to short it.


"The iPhone is gauche and has surely run its course. Plus, with the fakes being made in China, well, Apple is bound to collapse any... minute... now..."