Amyris Inc (fka AMRSQ)

[finesand]

Balance Cleanup ..

the moment has finally reached.

Doerr & Naxos (?) converted their $40.2M loan plus additional cash into Series B.
DSM is now invested and they seemingly cooperate, DSM will also provide their fermentation facilities for production and hence boost companies results. Hopefully DSM collab adds to revenue while keeping Brotas free for other contracts - a win win.
Nenter (Guanfu) deal cancelled, FWIW.

The $10M Sweegen investment also didn't get unnoticed.
The new sweetener production may provide another important revenue leg in the near future, Sweegen has all the big ones as direct clients, Coca-Cola etc.

While the debt conversion is EV neutral, even positive if full conversion happens ASAP, holders took a hit today.

Due to new fully diluted OS in the 450M+ range, the earnings surely are diluted more, but EV/R stays untouched.

Technically double bottom has been hit now while producing more revenue than in 2016, fuel gladly has also been dropped in favor of higher margin products.

$3/sh investors may not recover soon or at all, but current buyers may have a good chance to profit from the excessive drop below new conversion prices.