Amyris Inc (fka AMRSQ)

[north40000]

R&D Surprises Offer Amyris Unbounded Upside

SA article by Graham Tanaka, 9/30/2020.

Worth reading, IMO.

[cspratt15139]

growth

[$treet $inatra]

AMRS bouncing nicely today ~

[ClayTrader]

* * $AMRS Video Chart 09-11-2020 * *

Link to Video - click here to watch the technical chart video

[north40000]

The Infectious Disease platform initiated with IDRI:

http://ih.advfn.com/stock-market/NASDAQ/amyris-AMRS/stock-news/82929473/amyris-and-the-infectious-disease-research-institu

",,,,The Critical Role of Adjuvants in Vaccines
Adjuvants are added to vaccines as an excipient to enhance their effectiveness and are typically sourced from shark-based squalene, a non-sustainable and non-scalable resource. Amyris' fermentation technology, which replaces shark-derived squalene with lower cost sugarcane-derived squalene, is capable of delivering greater availability facilitating access to adjuvants by large parts of the population. Amyris' squalene is targeted to be functionally identical to shark-based squalene and will be certified as such as one of the last steps to commercialization.

"The combination of IDRI's leading RNA vaccine platform technology combined with Amyris' sustainably-derived adjuvant has the potential to lead on efficacy for a COVID-19 vaccine solution and potentially play a major role in other vaccine solutions to help mitigate potential future pandemics," said IDRI's CEO Dr. Corey Casper. "Without adjuvants, vaccines are not maximally effective, and a shortage of existing shark-based adjuvant supply could prove devastating in the future, underlining the importance of this anticipated partnership."

"We are pleased to partner with IDRI to combat COVID-19 and deliver a significant breakthrough for vaccine technology into the future," said John Melo, Amyris President and CEO. "We believe synthetic biology can play a significant role in scaling vaccines and therapies that meet the needs of global health crises. Making the world's rarest chemistry available and affordable has been Amyris' purpose since its founding in 2003. Soon after its founding Amyris partnered with the Bill and Melinda Gates Foundation and created an alternative supply source through fermentation for artemisinin, a first-line treatment for malaria that is still recommended by the World Health Organization today. Many organizations are working toward a COVID-19 vaccine solution, with uncertain outcomes. IDRI's expertise in vaccines combined with our leading synthetic biology platform presents a real opportunity to deliver the most scalable and highest efficacy vaccine for COVID-19. We are focused on a second-generation solution that is better performing and can deliver a sustainable platform for vaccines to address future pandemics. We expect first commercial supply of our leading vaccine adjuvant by the end of this year and, assuming successful trials, could have a successful vaccine platform next year."

Amyris and IDRI anticipate executing a comprehensive agreement after which additional details of the proposed program will be disclosed. In the interim, work on advancing the vaccine is continuing to ensure accelerated time to market.

About Amyris
Amyris (Nasdaq: AMRS) is a science and technology leader in the research, development and production of sustainable ingredients for the Clean Health & Beauty and Flavors & Fragrances markets. Amyris uses an impressive array of exclusive technologies, including state-of-the-art machine learning, robotics and artificial intelligence. Our ingredients are included in over 3,000 products from the world's top brands, reaching more than 200 million consumers. Amyris is proud to own three consumer brands - all built around its No Compromise® promise of clean ingredients: Biossance™ clean beauty skincare, Pipette™ clean baby skincare and Purecane™, a zero-calorie sweetener naturally derived from sugarcane. For more information, please visit www.amyris.com.

About IDRI
As a nonprofit global health organization, IDRI (Infectious Disease Research Institute) takes a comprehensive approach to combat infectious diseases and cancer, combining the high-quality science of a research organization with the product development capabilities of a biotech company to create vaccines and therapeutics. IDRI combines passion for improving human health with the understanding that it is not just what our scientists know about disease, but what we do to change its course that will have the greatest impact. Founded in 1993, IDRI has 55 employees headquartered in Seattle with more than 100 partners/collaborators around the world. For more information, visit www.idri.org.

[north40000]

We added to our portfolios this morning; accumulation occurring at high volume in light of below:

https://ih.advfn.com/stock-market/NASDAQ/amyris-AMRS/stock-news/83017588/current-report-filing-8-k

http://ih.advfn.com/stock-market/NASDAQ/amyris-AMRS/stock-news/83016589/amyris-inc-reports-second-quarter-2020-results

"Highlights

Completed $200 million private placement during Q2; largest raise in the history of the company
Reduced debt by $121 million or 40% since start of 2020. Improves H2 2020 debt servicing cash costs by $30 million
Q2 Recurring Revenue for Consumer & Ingredients of $26 million more than doubled YOY. Record quarter for Consumer brands with revenue tripling YOY from strong online sales
Cash Operating Expenses of $43 million were the lowest in the five sequential quarters and down 6% versus prior year. Lower G&A and R&D expense was partly reinvested in consumer brands
Signed commercial partnership for Purecane™ in commercial baking applications with AB Mauri
Signed term sheet for a scientific partnership with Infectious Disease Research Institute (IDRI) to create RNA vaccine platform
Management Comments
"Our business and our people have shown strong resilience during these unprecedented times. Keeping everyone safe has been our number one priority while continuing to grow revenue and improve operations. COVID has certainly had an impact in how we operate the business. For example, COVID has impacted progress with third party manufacturing," said John Melo, President and Chief Executive Officer. "Lower consumer revenue from store closures was mitigated by consumers transitioning online. Our consumer brands saw record revenue in the quarter and, for the first time, was equal in size to our ingredients portfolio. We expect second half consumer revenue to more than double that of the first half of this year. This shift in our portfolio will continue with significantly larger sustainable and predictable product revenue relative to collaboration programs."

Continued Melo, "We have executed on commercial and scientific strategic partnerships such as Purecane in commercial baking applications with AB Mauri and to create an RNA vaccine platform with IDRI. Our focus on improvement of operational economics as it relates to scale-up of both new ingredients and our young brands continues, and we made significant progress on improving our capital structure. During Q2, we raised $200 million from a private placement with high-quality investors of which 70% were new and 90% with a health care, biotechnology and/or long orientation."

Strategic Priorities
The strategic priorities we set out at the start of 2020 support our goals for growth, sustained cash generation, and profitability.


Strategic Priorities

Q2 Progress

1

High growth consumer brands

· Record quarter for Consumer brands with revenue tripling YOY from strong online sales

· Pipette brand grew 10X versus Q1 2020

2

Scientific and commercial collaboration

· Commercial partnership with AB Mauri for Purecane in commercial baking applications

· Scientific partnership with IDRI for rights to their RNA vaccine platform

3

Supply chain optimization

· Continued production efficiencies with squalane for Clean Beauty and Personal Care

· 60% higher ingredients production output in H1 and improved unit costs

· Advanced squalene adjuvant to commercial scale-up

· Construction of our Brazil plant continues with full commissioning expected by Q4 of 2021

4

Improved balance sheet, earnings and cash flow

· Completed $200 million private placement

· Reduced debt by $121 million or 40% since start of 2020. Improves H2 2020 cash debt servicing by $30 million....[Data Omitted by me from PR]

Q2 Recurring Revenue of $30 million showed continued growth year-over-year (+36%) and was +23% versus the prior quarter
Q2 was a record quarter for Consumer & Ingredients with Revenue more than doubling to $26 million year-over year. Revenue of Consumer brands tripled year-over-year from strong online sales. Ingredients Revenue grew in excess of 50% year-over-year
Collaboration Revenue of $4 million was below the prior-year quarter and continues to be choppy as expected

[TheSerb]

WHAT NICE RUN SO FAR IN 2020!!! GO AMRS!

[tavito]

Loading Zone, Let’s Go!!

[ALERTS100%to10000%GAIN]

AMRS~~4.45,BUYYYY,CRAZYY HUGE READ FAST

The investment was made by a consortium of high quality institutional and accredited investors and mutual funds with expertise in health care, biotechnology or a consumer orientation consisting of approximately 70% new investors and 30% existing investors. The Company expects to use the proceeds from the offering for general corporate purposes and to repay certain outstanding indebtedness.

[ALERTS100%to10000%GAIN]

loaded some

[ALERTS100%to10000%GAIN]

AMRS~~NEWS~~AMYRIS ANNOUNCES CLOSING OF $200 MILLION PRIVATE PLACEMENT


Emeryville, CA – June 10, 2020 – Amyris, Inc. (Nasdaq: AMRS), a leading synthetic biotechnology company in Clean Health and Beauty markets through its consumer brands and a top supplier of sustainable and natural ingredients, today announced the closing of its previously announced private investment in public equity (PIPE) in the Company.

Amyris received total gross proceeds of $200 million, before deducting placement agent fees and offering expenses.

The investment was made by a consortium of high quality institutional and accredited investors and mutual funds with expertise in health care, biotechnology or a consumer orientation consisting of approximately 70% new investors and 30% existing investors. The Company expects to use the proceeds from the offering for general corporate purposes and to repay certain outstanding indebtedness.

Jefferies LLC and Cowen and Company, LLC served as joint lead placement agents for the financing. Oppenheimer & Co. Inc. served as co-placement agent.

Separately, H.C. Wainwright & Co. provided advisory services to the Company.

The securities sold in the private placement have not been registered under the Securities Act of 1933, as amended, or any state or other applicable jurisdiction’s securities laws, and may not be offered or sold in the United States absent registration or an applicable exemption from
the registration requirements of the Securities Act and applicable state or other jurisdictions’ securities laws. The Company has agreed to file a registration statement with the U.S. Securities and Exchange Commission (the “SEC”) registering the resale of the shares of common stock sold in the private placement and the shares of common stock issuable upon exercise of the preferred stock.

This press release shall not constitute an offer to sell or a solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Additional details regarding the private placement are included in a Form 8-K filed with the Securities and Exchange Commission on June 4, 2020.



image01.jpg Exhibit 99.1


About Amyris
Amyris (Nasdaq: AMRS) is a science and technology leader in the research, development and production of sustainable ingredients for the Health & Wellness, Clean Beauty and Flavors & Fragrances markets. Amyris uses an impressive array of exclusive technologies, including state-of-the-art machine learning, robotics and artificial intelligence. Our ingredients are included in over 3,000 products from the world's top brands, reaching more than 200 million consumers. Amyris is proud to own three consumer brands - all built around its No Compromise® promise of clean ingredients: Biossance™ clean beauty skincare, Pipette™ clean baby skincare and Purecane™, a zero-calorie sweetener naturally derived from sugarcane.

Forward-Looking Statements
This release contains forward-looking statements, and any statements other than statements of historical fact could be deemed to be forward-looking statements. These forward-looking statements include, among other things, statements regarding the expected use of proceeds from the private placement. These statements are based on management's current expectations and actual results and future events may differ materially due to risks and uncertainties, including risks related to Amyris's liquidity and ability to fund operating and capital expenses, risks related to potential delays or failures in development, production and commercialization of products, risks related to Amyris's reliance on third parties, and other risks detailed from time to time in filings Amyris makes with the Securities and Exchange Commission, including Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Amyris disclaims any obligation to update information contained in these forward-looking statements, whether as a result of new information, future events, or otherwise.

Amyris, the Amyris logo, No Compromise, Biossance, Pipette, and Purecane are trademarks or registered trademarks of Amyris, Inc. in the U.S. and/or other countries.

SOURCE Amyris, Inc.

For further information: Peter DeNardo, Senior Director, Investor Relations and Corporate Communications, Amyris, Inc., 510-740-7481, [e-mail]

[ClayTrader]

* * $AMRS Video Chart 06-01-2020 * *

Link to Video - click here to watch the technical chart video

[aries4747]

6/19 and 12/18. Sold the 6/19's today. I'm assuming it was the Seeking Alpha article that sparked some interest. https://seekingalpha.com/article/4350870-why-amyris-be-next-tesla.

[TheFinalCD]

for what date?


and how much are they UP

[north40000]

Heavy volume. Cause? Talc, PureCane and/or CBD delivery? I see no news other than trade halt at 1 pm today. Some entity appears to be taking a large position.

[tavito]

Nice!!

[aries4747]

Been here since Friday. Bought $3 options.

[north40000]

AMRS breakout. Where is everyone?

[ClayTrader]

* * $AMRS Video Chart 05-11-2020 * *

Link to Video - click here to watch the technical chart video

[tavito]

Nice!!

[tavito]

Nice!!

[tavito]

Let’s go!!

[ClayTrader]

* * $AMRS Video Chart 03-04-2020 * *

Link to Video - click here to watch the technical chart video

[ClayTrader]

* * $AMRS Video Chart 03-02-2020 * *

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[ClayTrader]

* * $AMRS Video Chart 02-18-2020 * *

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[ClayTrader]

* * $AMRS Video Chart 02-05-2020 * *

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[ClayTrader]

* * $AMRS Video Chart 02-03-2020 * *

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[ClayTrader]

* * $AMRS Video Chart 12-04-2019 * *

Link to Video - click here to watch the technical chart video

[whytestocks]

News: $AMRS Amyris Executes Agreements to Resolve CVI Heights Debt

EMERYVILLE, Calif. , Nov. 11, 2019 /PRNewswire/ -- Amyris, Inc. (Nasdaq:AMRS), a leader in the development and production of sustainable ingredients for the Health & Wellness, Clean Beauty and Flavors & Fragrances markets, today announced that definitive agreements have been ...

Find out more AMRS - Amyris Executes Agreements to Resolve CVI Heights Debt

[ClayTrader]

* * $AMRS Video Chart 11-08-19 * *

Link to Video - click here to watch the technical chart video

[no shorts]

https://www.fool.com/investing/2019/10/14/amyris-files-first-half-2019-reports-what-investor.aspx

[finesand]

yes

[finesand]

don't know yet. Can't file ad-hoc S-3, but may file S-1 soon (more costs & time) to raise WC. Melo confirmed this in ER CC.

Alternative new Kleiner Perkins dilutive notes, if they are still up for this gamble (under some investigations/DD).

Mid 2020 AMRS seeks for the hail Mary CBD/THC cash - if they make it.

Right now the numbers look like implosion and closing shop,
so let's see how they raise the ESSENTIAL cash.

All of this was telegraphed by company.

$0.40 - $1 'fair value' if they would have funding

[no shorts]

Terrible 10q, bought some put options. Hope the price reflects the 10q tomorrow.
Think they can dilute enough to stay afloat or is bk a real possibility?

[finesand]

company seemingly has no cash to fund operations / losses, which are big.

[finesand]

Worst ever 10-Q just filed?

Ludwig's remarks, I concur.

Earlier yesterday based on the last two CC's and presentations:

Now if you take 2019's projected (could be lower again) $72M revenue, close your eyes on the debt and related dilution and upcoming 'fundraiser' just b/c you love the story, while being not profitable at all - breathe - you end up with a max valuation of P/S 3 = $216M MCAP.
And that is a lot of IFs. Current public MCAP is still based on non-dilutive OS.
OS will be very soon 220M in 2020 (so said Melo himself).
Go figure .. AMRS really need some magic tricks.

Last but not least, all Kleiner Perkins (Doerr) investment plays are now under scrutiny by professional shorts.

And just after today's 10-Qs:

"These factors raise substantial doubt about the Company’s ability to continue as a going concern within one year after the date that these condensed consolidated financial statements are issued"

...

"On September 16, 2019, the Company failed to pay an aggregate of $63.6 million of outstanding principal and accrued interest on the Second Exchange Note when due. The failure resulted in an event of default under the Second Exchange Note and also triggered cross-defaults under other debt instruments of the Company which permitted the holders of such indebtedness to accelerate the amounts owing under such instruments. The Company subsequently received waivers from substantially all holders of such other debt instruments to waive the right to accelerate. As a result, the indebtedness with respect to which the Company has obtained such waivers continues to be classified as long-term on the Company’s balance sheet. The indebtedness reflected by the Second Exchange Note continues to be classified as a current liability on the Company’s balance sheet. In addition, as a result of the payment default, the conversion price of the Second Exchange Note is subject to adjustment in accordance with the terms of the Second Exchange Note."

Hope you are aware of these ever lower conversion prices. If the 'under scrutiny' Kleiner Perkins & Doerr are not fully bailing out this company, you really need some very good luck IMHO

Last one: they are selling stuff at ever growing losses in 1Q and 2Q.
Expected 2019 revs is just around $72M, considering 220M OS (Melo) soon in 2020 and the "balance sheet" (in quotes b/c there is no real balance, more extreme imbalance) a P/S 1 would be even too generous IMHO.

Bonus:

RS
- 2017-06-06 1:15 RS

AMRS (NasdaqGS)

OS
- 2015-12-31 13.74M, $333.93M @ $24.30/sh, AS 400M
- 2016-04-30 14.08M
- 2016-08-02 15.67M, $ 77.09M @ $ 4.92/sh (10-Q from 7/31)
- 2016-09-30 16.89M, $146.95M @ $ 8.70/sh, AS 500M
- 2016-10-31 17.53M, $270.91M @ $15.45/sh, AS 500M
- 2016-11-30 18.26M, $241.62M @ $13.24/sh, S-3 from 2016-12-23 pre offer
- 2016-12-23 19.27M, $205,74M @ $10.68/sh, S-3 +0.67M from 2016-12-23
- 2016-12-31 18.23M (10-K) ???
- 2017-01-06 19.27M, $233.44M @ $12.11/sh
- 2017-02-06 19.27M, $153.22M @ $ 7.95/sh
- 2017-03-31 19.20M
- 2017-04-30 19.80M
- 2017-05-10 20.759M (SC 13d filed on 2017-07-17)
- 2017-05-11 20.759M (pre14a)
- 2017-06-06 20.759M (Form 4: Doerr +0.869M, neutral re-conversion)
- 2017-07-07 28.695M (SC 13d filed on 2017-07-17, DSM +7.936M)
(DSM: 7.936M owner @ $7.425/sh $58.95M 27.7%, 100% 28.695M, based on 5/10)
- 2017-07-07 29.975M (Plus Series-A 1.28M @ $17.25/sh, not converted yet)
- 2017-09-30 45.64M 10-Q
- 2018-09-30 64.09M 10-Q 250M AS
- 2018-11-09 71.91M 10-Q
- 2018-11-26 84.10M SC13D/A DSM's dilution: 20.94M 24.9%
- 2018-12-31 76.56M (10-K)
- 2019-09-26 103.40M (10-K, 10-Q)
- 2020-05-01 220.00M+ Projection of Melo ..

Another bonus from SeaOfSand months ago being spot on!

tiny math: $55M / $6.32 = 8.70M shares for Igor CVI; $60M -> 9.49M shares being 5% -> OS 198.87M ? Each has 4.9% restriction.
11/26 84.10M OS + 29.75M W = 113.85M, then add the new 10M + another bunch for DSM .. voila

point is, if the 9.5M new shares are above each's 5% ownership, they need to sell the shares. Not. So OS goal is 200M
IGOR PALAMARCHUK CVI Investments
https://stocktwits.com/SeaOfSand/message/147341162
https://offshoreleaks.icij.org/nodes/208689
https://peocompass.com/mariano-alleges-auditor-investment-funds-led-companys-demise/
https://www.trbas.com/media/media/acrobat/2018-01/69906021558320-17145000.pdf
https://itlogic.org/2018/06/04/long-sgyp-day-414/

[ClayTrader]

* * $AMRS Video Chart 10-03-2019 * *

Link to Video - click here to watch the technical chart video

[lukesr]

AMRS submitted their Annual Report
10-K Annual Report

[tommyedwards]

Fellow AMRS longs get ticker GNCP on your radar right now!!!!!!!!!!

[whytestocks]

News: $AMRS Amyris to Host First-Half 2019 Financial Results Teleconference on Wednesday, October 2, 2019

EMERYVILLE, Calif. , Sept. 27, 2019 /PRNewswire/ -- Amyris, Inc. (Nasdaq:AMRS) today announced that it will review its financial results for the first half of 2019 ended June 30, 2019 after market close on Wednesday, October 2, 2019 . The company believes that it remains on track ...

In case you are interested AMRS - Amyris to Host First-Half 2019 Financial Results Teleconference on Wednesday, October 2, 2019

[Spider Web]

[ClayTrader]

* * $AMRS Video Chart 08-19-2019 * *

Link to Video - click here to watch the technical chart video

[TFMG]

AMRS - Bullish Momentum. Earnings Coming

Amyris , Inc. is an industrial biotechnology company, which engages in the provision of bioscience solutions. It focuses on the research, development, manufacture, and sale of fuels and farnesene-derived products. Its products include cosmetics, flavors and fragrances, performance materials, diesel, jet fuel, and lubricants. The company was founded by Jack D. Newman, Kinkead Keith Reiling, and Neil Renninger on July 17, 2003 and is headquartered in Emeryville, CA.

SHORT INTEREST
10.67M 07/31/19

P/E Current
-1.02

P/E Ratio (with extraordinary items)
-1.15

[ClayTrader]

* * $AMRS Video Chart 08-12-2019 * *

Link to Video - click here to watch the technical chart video

[ClayTrader]

* * $AMRS Video Chart 08-08-2019 * *

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[whytestocks]

News: $AMRS LAVVAN Appoints Neil Closner as Chief Executive Officer

Former MedReleaf executive team joins Closner in transformative venture to drive cannabinoid fermentation efforts LAVVAN Inc. (“LAVVAN”) today announced that Neil Closner, formerly of MedReleaf Corp. ("MedReleaf"), has been appointed its new Chief Executive Officer. Joi...

Got this from LAVVAN Appoints Neil Closner as Chief Executive Officer

[stock1ace1]

Hod break

[ClayTrader]

* * $AMRS Video Chart 07-26-2019 * *

Link to Video - click here to watch the technical chart video

[whytestocks]

News: $AMRS ADL Bionatur Solutions and Amyris Expand Contract to 2020

LE Ó N, Spain and EMERYVILLE, Calif. , July 19, 2019 /PRNewswire/ -- ADL Bionatur Solutions (MAB: ADL), a company specialized in research and development of sustainable health and beauty products, services and industrial fermentation production, announces today the expansion o...

In case you are interested ADL Bionatur Solutions and Amyris Expand Contract to 2020

[treppy]

Is Jon able to prepare a quarterly report?