Amyris Inc (fka AMRSQ)

[sindram]

This will explode in anticipating huge financials $$$

[sindram]

Sounds good $$$

[SubstitutedPinions]

Yeah, he exec comp notice confirms that.

[motec2]

In other words: “This year we’ve made so much money, we just need a few more days to count it” ;D

Amyris to Announce Fourth Quarter and Fiscal Year 2017 Financial Results on Thursday, March 15, 2018

[sindram]

Bullish $ financials doesn‘t matter! Chart is stronger $

[ShadowSpy69]

$$$ about to cruise to $6

[sh4dowtrader]

I hope youre right but he may not be wrong.. AMY has always run up to ER and then freefalls right after.

I am long but this has been its behavior. Tons of speculation.

[sindram]

First target 8.00 later 10.00 ++ someone is in trouble

[sindram]

Doesn‘t look like a retreat now... trend is your friend.... steady to my target at 8.00

[Spider Web]

BE REALLY CAREFUL HERE

BECAUSE THEY'RE ABOUT
TO STAB YOU IN THE BACK

[ : ----- (

[finesand]

Spider Web's Short Thesis Endangered

Yes, company diluted a very lot during the last year(s).
Now it seems that DSM payed for revenue in advance (3 years?).

Therefor the question seems to be now, can they generate
enough additional revenue to sustain the growth?
Sweetener is the sweet spot in this speculation.

If sweetener biz is successful,
we may start debating whether the intended and significant
debt to equity swap for this year 2018 can be skipped
or even replaced by cash paybacks.
AFAIK this is the current discussion, which needs to take place.

If they still will swap debt to equity 'as usual',
the chart will maintain its trajectory.
Meaning it will plunge after the run-up when such dilution
will become a concern.

Any takers on a serious debate?

[sindram]

Lots of room here to 10.00 target! Someone is really quiet here!

[ShadowSpy69]

$5.20s

[ShadowSpy69]

$5.03

[ShadowSpy69]

$5

[sindram]

This is a beast $

[SubstitutedPinions]

Agreed, short looking risky going into earnings

[Spider Web]

READ IT

This Is NOT A One-Time Payment
To Be Paid Over Several Years
None Of It For Last Quarter
None Of It For This Quarter

Q4 Numbers Not Good

[ShadowSpy69]

shake n bake! Ripping higher

[ShadowSpy69]

ummm errr hmmm say what?

[ShadowSpy69]

Boom! like the action!

[Spider Web]

SETTING ANOTHER DILUTION TRAP


THE FIRST DILUTION TRAP
STARTED IN LATE 2016
AND THROUGH 2017

When They Proceeded To Clobber You
With Massive Dilution This Past Year
While Grossly Missing Projections

FY-2017 Projected Revs Were
$200M - Or - $50M Per Quarter

Then They Started To Backpedal
And Changed It To $120M / $30M

Then Their Reports Started To
Reveal Around $100M / $25M

But Instead, FY-2017 Will Be Lucky
To Break Only $88M / $22M !!!

Now, If They Indeed Had FY-2017 Revs
Of $200M, Then I Could See $4.00 / Sh
--------> BUT - THEY - DON'T <--------
They Will Have $88M To $100M Instead ,
Which Is Less Than Half Of Projections !!!

They Tricked You On Revs And
Then Clobbered You With Dilution

Look At The Total Dilution They
Did From Jan 2011 To Dec 2016
273M Pre-Split - OR - 18M Post Split Shs

Now Compare That To What
They Did Just This Last Year

The Total Dilution That They
Have Done In Just This 2017
368M Pre-Split - OR - 25M Post Split Shs

THAT IS 135% OF THE TOTAL HISTORICAL
DILUTION IN JUST THIS PAST 12 MONTHS
THAN THEY DID IN THE 6 YEARS PRIOR !!!



THE SECOND DILUTION
TRAP IS STARTING NOW

They Will Be Lucky To Only Match
FY-2017 Revs This Coming FY-2018

In The Meantime, Nothing Will Happen
But More Stories And More Dilution !!!

Nothing Will Come Of Any "Sweetener" ,
That Is Only A Hook For More Dilution

All Of Their Deals And Collaborations
Have Only Depleated The Company !!!

They Are Weak And Subject To Other
Controling Entities That Do Not Have
The Interest Of Shareholders In Mind ,
Other Than To Use Them For Dilution

This Company Failed My Test And Has
Become Nothing More Than Another
*** P U T - T O G E T H E R ***

They Are Going To Do Their Best To Suck
You In And Take You Down A Road That
Leads To Another GIGANTIC WHAMMY

NO CASH ---> NO PROFIT ---> MORE DEBT
NO REVENUE ---> BAD COLLABORATIONS

--------> JUST MORE DILUTION <--------


TO PUT IT ALL IN PERSPECTIVE
*** The Number 1 Biggest Job And ***
*** Main Primary Goal Of This CEO ***
IS PUTTING LIPSTICK ON A PIG

[Spider Web]

D A N G E R


The MM's Are Trying To Run This Up
Before The Horrible Quarter Report

This Company Is Waaay Behind

They Have Been Lying For Years

The SP Should Be Under A Dollar

If You Are Buying Now
You Will Get Clobbered


CONSIDER THIS A WARNING

[ShadowSpy69]

Happy New Year and best of luck to everyone in their trading etc.

grind at $4 looms :)

[2014shelby]

What are the facts?

[TheSerb]

Once again.....not facts.

Thank You!

[Spider Web]

UPDATE ON HUGE DILUTION AGAIN

They Say They Never Dilute ! ... Ha! Ha! LOL
But We All Know About The Heavy Dilution
They Did In 2016, When They Said: "None"


AND NOW THEY DO IT AGAIN !!!

So Now Check Out The Historic Dilution
They Did From Jan 2011 To Dec 2016 :
273M Pre-Split <---> 18M Post Split Shs


GUESS WHAT THEY DID NOW !!!

The Total Dilution That They Have Done So
Far In Just This 11 Months Of 2017 Is Now :
976M Pre-Split <---> 65M Post Split Shs


THAT IS 358% OF THE TOTAL HISTORICAL
DILUTION IN JUST THIS PAST 11 MONTHS
THAN THEY DID IN THE 5 YEARS PRIOR !!!

And Yet They Tell You There Is No Dilution !
What You Have To Realize Is How And When
They Tell You Certain Things, Which Legally
Covers-Up The Truth Of What Is Happening.


================================


THE 2017 OS RUN SO FAR

Pre-Split <---- Date ----> Post-Split
273M <--- Jan 1, 2017 ---> 18M
297M <--- Apr 30, 2017 ---> 20M
316M <--- May 15, 2017 ---> 21M
June 6, 2017 = 1-for-15 R-Split
388M <--- Jul 31, 2017 ---> 26M
430M <--- Aug 1, 2017 ---> 29M
564M <--- Aug 11, 2017 ---> 37M
637M <--- Oct 31, 2017 ---> 42M
646M <--- Nov 3, 2017 ---> 43M
1.26B <--- Dec 1, 2017 ---> 84M

THAT'S 1.26 BILLION !!!


================================


TO PUT IT ALL IN PERSPECTIVE
*** The Number 1 Biggest Job And ***
*** Main Primary Goal Of This CEO ***
IS PUTTING LIPSTICK ON A PIG


[:--- |

[TheSerb]

Let me list the facts in your post....














Thanks!

[Spider Web]

THIS IS A ONE DOLLAR STOCK

THEY PUT YOU TOGETHER


TO PUT IT ALL IN PERSPECTIVE
*** The Number 1 Biggest Job And ***
*** Main Primary Goal Of This CEO ***
IS PUTTING LIPSTICK ON A PIG


================================

FISCAL YEAR REVENUES

AMRS First Put You Together By Telling You
That FY-2017 Revs Were Going To Be $200M

Then AMRS Told You "Too Late" That FY-2017
Revs Were Being Adjusted To Only $120M !!!

That Should Mean That The First 9 Months
Should Be Running Pretty Near To $90M
As Opposed To The Original 9 Mo $150M

But Q1+Q2+Q3 Only Turned Out To Be $67M
( Which Equals The Total FY-2016 Revenues )

So My Estimates Are Now Telling Me
FY-2017 Revs Will Be Under $90M !!!

So Even Though FY-2017 Will Beat FY-2016
Revs By About $20M, That Is Still A Far Cry
From Anything They Ever Projected.

================================

QUARTERLY REVENUES
STAYED ABOUT THE SAME

Q1-2016 = $08.8M
Q2-2016 = $09.6M
Q3-2016 = $26.5M
Q4-2016 = $22.2M
FY-2016 = $67.2M

Q1-2017 = $12.9M
Q2-2017 = $25.7M
Q3-2017 = $24.2M
Q4-2017 = $24.4M <--- Est
FY-2017 = $87.2M <--- Est

================================

NET INCOME IS ALWAYS A LOSS

Q1-2016 = Net Loss = $15.3M
Q2-2016 = Net Loss = $13.6M
Q3-2016 = Net Loss = $19.7M
Q4-2016 = Net Loss = $48.8M

Q1-2017 = Net Loss = $37.4M
Q2-2017 = Net Loss = $10.3M
Q3-2017 = Net Loss = $42.9M
Q4-2017 = TBA

================================

TOTAL COSTS & OPERATING EXPENSES
SEEMS TO ALWAYS BE CLIMBING A LOT

Q1-2016 = $35.350M
Q2-2016 = $32.475M
Q3-2016 = $38.572M
Q4-2016 = $56.719M

Q1-2017 = $40.324M
Q2-2017 = $47.477M
Q3-2017 = $48.276M
Q4-2017 = TBA

================================

GROSS MARGINS (GAAP)
SHOW NO CONSISTENCY

Q1-2016 = (301.2%)
Q2-2016 = 17.8%
Q3-2016 = 43.9%
Q4-2016 = (2.3%)

Q1-2017 = 1.6%
Q2-2017 = 32.7%
Q3-2017 = 27.1%
Q4-2017 = TBA

================================

EPS IS STILL STRUGGLING

Quarter = Pre-Split ---> Post-Split
Q1-2016 = ($0.074) ---> ($1.110)
Q2-2016 = ($0.061) ---> ($0.912)
Q3-2016 = ($0.079) ---> ($1.186)
Q4-2016 = ($0.178) ---> ($2.675)

Q1-2017 = ($0.129) ---> ($1.939)
Q2-2017 = ($0.030) ---> ($0.458)
Q3-2017 = ($0.076) ---> ($1.141)
Q4-2017 = TBA

================================

BASIC WEIGHTED AVG
OUTSTANDING SHRS
ALWAYS INCREASING

Quarter = Pre-Split ---> Post-Split
Q1-2016 = 207.20M ---> 13.81M
Q2-2016 = 223.11M ---> 14.87M
Q3-2016 = 249.19M ---> 16.61M
Q4-2016 = 273.41M ---> 18.23M

Q1-2017 = 289.08M ---> 19.27M
Q2-2017 = 336.09M ---> 22.41M
Q3-2017 = 572.95M ---> 37.53M
Q4-2017 = TBA

================================

BIG DILUTION

I Know ... They Say They Never Dilute ... LOL
But We All Know About The Heavy Dilution
They Did In 2016, When They Said: "None"

So Now Check Out The Total Dilution
They Did From Jan 2011 To Dec 2016 :
273M Pre-Split - OR - 18M Post Split Shs

BUT DO YOU KNOW WHAT ? . . .

The Total Dilution That They Have
Done So Far In Just This 2017 Is :
364M Pre-Split - OR - 24M Post Split Shs

THAT IS 133% OF THE TOTAL HISTORICAL
DILUTION IN JUST THIS PAST 9 MONTHS
THAN THEY DID IN THE 5 YEARS PRIOR !!!

And Yet They Tell You There Is No Dilution !
What You Have To Realize Is How And When
They Tell You Certain Things, Which Legally
Covers-Up The Truth Of What Is Happening.

================================

2017 OUTSTANDING SHR RUN

Pre-Split <---- Date ----> Post-Split
273M <--- Jan 1, 2017 ---> 18M
297M <--- Apr 30, 2017 ---> 20M
316M <--- May 15, 2017 ---> 21M
June 6, 2017 = 1-for-15 R-Split
388M <--- Jul 31, 2017 ---> 26M
430M <--- Aug 1, 2017 ---> 29M
564M <--- Aug 11,2017 ---> 37M
637M <--- Oct 31,2017 ---> 42M
( Nov 3rd S-3 Filing - Page 44 )

================================

This Is A Lot Of Info ... But You Can See That
The Numbers Are Not What They Should Be
And That There Is Still A Long Way To Go

Plus: They Are Starting To Get "Tricky" Again

TO PUT IT ALL IN PERSPECTIVE
*** The Number 1 Biggest Job And ***
*** Main Primary Goal Of This CEO ***
IS PUTTING LIPSTICK ON A PIG

================================

[Spider Web]

!!! LOL HA HA HA HA HALOL !!!

??? knowledgeable and sensible ???

!!!!! LOL HA HA HA HA LOL !!!!!

no way no way no way no way no way

!!!!! LOL HA HA HA HA LOL !!!!!

lol ha ha ha ha lol ha ha ha lol

!!!!! LOL HA HA HA HA LOL !!!!!

!!! what planet do they live on !!!

!!!!! LOL HA HA HA HA LOL !!!!!

[TheSerb]

NO PROBLEM HERE!

LOL!

AMRS!

[TheSerb]

SOLID!

Yes You Do!

[Spider Web]

THERE'S JUST ONE PROBLEM


you don't know what
you're talking about


LOL !!!

[TheSerb]

NEWS DAY!!!!!!!!!!!!!!!

NICE!

[Spider Web]

SELLING THEMSELVES OUT

-----> PIECE BY PIECE <-----

AND NOT IN A GOOD WAY

[TheSerb]

? These are not facts.....

[SubstitutedPinions]

Strong day

[Tdash]

quiet 15%%

[Spider Web]

GIVING IT ALL AWAY


This Is Very Bad News
You Just Haven't Figured It Out Yet

They Are Forced To Sell Their Main
Manufacturing Plant, Along With Even
More Proprietary Asset Information.

And Still, It Will Barely Put A Dent In
All Of Their Huge Long-Term Debt.

This Is All They Did Last Year.
With Every Collaboration, They
Just Gave More And More Of The
Company's Assets Away.


The Are Whittling Themselves

---> DOWN TO NOTHING <---

[TheSerb]

DID YOU SEE THE NEWS?????????????

Please Read Up.

[Tdash]

looking good quiet mover !

[Spider Web]

UPDATE CORRECTION

This Is A Correction
On My Fourth Quarter
And FY-2017 Estimates
Regarding My Last Post

================================

QUARTERLY REVENUES
STAYED ABOUT THE SAME

Q1-2016 = $08.8M
Q2-2016 = $09.6M
Q3-2016 = $26.6M
Q4-2016 = $22.2M
FY-2016 = $67.2M

Q1-2017 = $12.9M
Q2-2017 = $25.7M
Q3-2017 = $24.2M
Q4-2017 = $24.4M <--- Estimate
FY-2017 = $87.2M <--- Estimate

================================

They Touted All Last Year About How
FY-2017 Revs Were Going To Be $200M ,
And How They Were Always "Not Diluting" .

Then At The Beginning Of This Year ,
They Changed That Outlook To $120M .
While Still Playing Down "The Dilution" .

But After All That, They Will Be Lucky To
Even Break $90M. But Still: "More Dilution" .

================================

Looking At The "Pre-Split" Equivalent
Of Shrs That Have Been Diluted . . .

They Diluted About 270,000,000 Shrs
During FY-2011 On Through FY-2016 .

And So Far In FY-2017 They Have
Diluted About 364,000,000 Shrs .

That Is About 1.4 Times As Much Dilution
In The Past Nine Months, Than They Have
Done In The Entire Previous Five Years !!!

And It's Not Going To Stop !

================================

So The Battle Between SG&A, Revenue,
Gross Margin, Debt, And Dilution Will All Work
Against Each Other For Some Time To Come .

The Reason For Statements
That Are Protected Under The
"Forward-Looking Statements Clause"
Are Clearly For Dilution Purposes Only .

================================

TO PUT IT ALL IN PERSPECTIVE
* The Number One Biggest Job And *
* Main Primary Concern Of Any CEO *
IS PUTTING LIPSTICK ON A PIG

================================

[finesand]

OS 21M 6/6 + 42M S-3 + 26M S-3 = 89M OS

Edit: That is the 'shelfed' maximum dilution
due to T-1 & T-2 offering incl Anti-Dilutive Warrants.

As of no w/ Cash-Warrants - if executed, it should be around 69M

[Spider Web]

PUT YOU TOGETHER


TO PUT IT ALL IN PERSPECTIVE
* The Number One Biggest Job And *
* Main Primary Concern Of Any CEO *
IS PUTTING LIPSTICK ON A PIG


================================

FISCAL YEAR REVENUES

AMRS First Put You Together By Telling You
That FY-2017 Revs Were Going To Be $200M

Then AMRS Told You "Too Late" That FY-2017
Revs Were Being Adjusted To Only $120M !!!

That Should Mean That The First 9 Months
Should Be Running Pretty Near To $90M
As Opposed To The Original 9 Mo $150M

But Q1+Q2+Q3 Only Turned Out To Be $67M
( Which Equals The Total FY-2016 Revenues )

So My Estimates Are Now Telling Me
FY-2017 Revs Will Be Under $90M !!!

So Even Though FY-2017 Will Beat FY-2016
Revs By About $20M, That Is Still A Far Cry
From Anything They Ever Projected.

================================

QUARTERLY REVENUES
STAYED ABOUT THE SAME

Q1-2016 = $08.8M
Q2-2016 = $09.6M
Q3-2016 = $26.5M
Q4-2016 = $22.2M
FY-2016 = $67.2M

Q1-2017 = $12.9M
Q2-2017 = $25.7M
Q3-2017 = $24.2M
Q4-2017 = $20.0M <--- Est
FY-2017 = $87.0M <--- Est

================================

NET INCOME IS ALWAYS A LOSS

Q1-2016 = Net Loss = $15.3M
Q2-2016 = Net Loss = $13.6M
Q3-2016 = Net Loss = $19.7M
Q4-2016 = Net Loss = $48.8M

Q1-2017 = Net Loss = $37.4M
Q2-2017 = Net Loss = $10.3M
Q3-2017 = Net Loss = $42.9M
Q4-2017 = TBA

================================

TOTAL COSTS & OPERATING EXPENSES
SEEMS TO ALWAYS BE CLIMBING A LOT

Q1-2016 = $35.350M
Q2-2016 = $32.475M
Q3-2016 = $38.572M
Q4-2016 = $56.719M

Q1-2017 = $40.324M
Q2-2017 = $47.477M
Q3-2017 = $48.276M
Q4-2017 = TBA

================================

GROSS MARGINS (GAAP)
SHOW NO CONSISTENCY

Q1-2016 = (301.2%)
Q2-2016 = 17.8%
Q3-2016 = 43.9%
Q4-2016 = (2.3%)

Q1-2017 = 1.6%
Q2-2017 = 32.7%
Q3-2017 = 27.1%
Q4-2017 = TBA

================================

EPS IS STILL STRUGGLING

Quarter = Pre-Split ----> Post-Split
Q1-2016 = ($0.074) ---> ($1.110)
Q2-2016 = ($0.061) ---> ($0.912)
Q3-2016 = ($0.079) ---> ($1.186)
Q4-2016 = ($0.178) ---> ($2.675)

Q1-2017 = ($0.129) ---> ($1.939)
Q2-2017 = ($0.030) ---> ($0.458)
Q3-2017 = ($0.076) ---> ($1.141)
Q4-2017 = TBA

================================

BASIC WEIGHTED AVG
OUTSTANDING SHRS
ALWAYS INCREASING

Quarter = Pre-Split ----> Post-Split
Q1-2016 = 207.20M ---> 13.81M
Q2-2016 = 223.11M ---> 14.87M
Q3-2016 = 249.19M ---> 16.61M
Q4-2016 = 273.41M ---> 18.23M

Q1-2017 = 289.08M ---> 19.27M
Q2-2017 = 336.09M ---> 22.41M
Q3-2017 = 572.95M ---> 37.53M
Q4-2017 = TBA

================================

BIG DILUTION

I Know ... They Say They Never Dilute ... LOL
But We All Know About The Heavy Dilution
They Did In 2016, When They Said: "None"

So Now Check Out The Total Dilution
They Did From Jan 2011 To Dec 2016 :
273M Pre-Split - OR - 18M Post Split Shs

BUT DO YOU KNOW WHAT ? . . .

The Total Dilution That They Have
Done So Far In Just 2017 Is :
364M Pre-Split - OR - 24M Post Split Shs

THAT IS 133% OF THE TOTAL HISTORICAL
DILUTION IN JUST THIS PAST 9 MONTHS
THAN THEY DID IN THE 5 YEARS PRIOR !!!

And Yet They Tell You There Is No Dilution !
What You Have To Realize Is How And When
They Tell You Certain Things, Which Legally
Covers-Up The Truth Of What Is Happening.

================================

2017 OUTSTANDING SHR RUN

Pre-Split <---- Date ----> Post-Split
273M <--- Jan 1, 2017 ---> 18M
297M <--- Apr 30, 2017 ---> 20M
316M <--- May 15, 2017 ---> 21M
June 6, 2017 = 1-for-15 R-Split
388M <--- Jul 31, 2017 ---> 26M
430M <--- Aug 1, 2017 ---> 29M
564M <--- Aug 11,2017 ---> 37M
637M <--- Oct 31,2017 ---> 42M
( Nov 3rd S-3 Filing - Page 44 )

================================

This Is A Lot Of Info ... But You Can See That
The Numbers Are Not What They Should Be
And That There Is Still A Long Way To Go

Plus: They Are Starting To Get "Tricky" Again

TO PUT IT ALL IN PERSPECTIVE
* The Number One Biggest Job And *
* Main Primary Concern Of Any CEO *
IS PUTTING LIPSTICK ON A PIG

================================

[finesand]

How about the guideline update?

Yes, 3Q17 GAAP numbers were 'sad'.
Disclaimer: Sidelines for now, also seeing $3 is being 'on the line' as we speak.

They claim to book current events into 4Q17, $35M+.

Also they claim $130M - $132M 2017 annual revenue,
increased from $115M - $125M.

All probably due to the multiple-agreement coming in next week.
Which should be non-dilutive etc, regarding to CFO.

All a forward-looking statement yes, but already within mid 4Q17.

Guess we will see next week, show me the money.

[Spider Web]

FAILURE TO EXECUTE


* All Projections And Expectations*
------> H A V E - F A I L ED <------

HEADING FOR $1.86 DOUBLE BOTTOM

I Tried To Give Them A Chance
To Turn All Their Crap Around !!!

BUT . . .

The First Quarter Was Really Bad.
The Second Quarter Was Still Weak.
The Third Quarter Will Still Be Behind.
And The Fourth Quarter Will Do Nothing.

NO ----> " NEW " <---- COLLABORATIONS
AS WAS PROMISED BY THE COMPANY !!!

JUST A FEW UPDATES WITH THE
SAME OLD COLLABORATORS :((

According To The Geniuses At The Company,
The First Nine Month Revs Should Be $150M !

But They Keep Backtracking To Now $90M !

This Year Revs Were Suppose To Be = $200M
But They Will Be Lucky To Get Only = $100M !

If They Keep Adjusting Projections Any Lower,
Then 1 Day They Might Increase Them Again !
. . . Ha! Ha! Ha! - LOL !!!


NOW PREDICTING LESS THAN $100M
FOR FISCAL YEAR 2017 REVENUES !!!

THAT IS A SUPER LONG WAY OFF FROM
THE $200M THAT THEY PROJECTED !!!

With The Debt And Previous Dilution,
---> Plus Current Share Structure <---
The PPS Should Now Be Way Below
-------> !!! TWO DOLLARS !!! <-------


BE CAREFUL
Because Those MM's Were Creeping That
PPS Up A Little, So They Could Do Some
Selling Before Collapsing It Again !!!


[:----- |

[ShadowSpy69]

still think this will play out...

[TheSerb]

TIME TO FLY AMRS!!!! LET'S GO!

[2014shelby]

Trend is downward and has been for a while

[ShadowSpy69]

Dunno...latest PR yesterday and this Inverted H&S on weekly playing out
http://investors.amyris.com/releasedetail.cfm?ReleaseID=1047657