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* * $AMRS Video Chart 06-01-2020 * *
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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.
for what date?
and how much are they UP
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.
Been here since Friday. Bought $3 options.
* * $AMRS Video Chart 05-11-2020 * *
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* * $AMRS Video Chart 03-04-2020 * *
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* * $AMRS Video Chart 03-02-2020 * *
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* * $AMRS Video Chart 02-18-2020 * *
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* * $AMRS Video Chart 02-05-2020 * *
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* * $AMRS Video Chart 02-03-2020 * *
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* * $AMRS Video Chart 12-04-2019 * *
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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
* * $AMRS Video Chart 11-08-19 * *
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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
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?
company seemingly has no cash to fund operations / losses, which are big.
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.
"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.
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 ..
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/
* * $AMRS Video Chart 10-03-2019 * *
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AMRS submitted their Annual Report
10-K Annual Report
Fellow AMRS longs get ticker GNCP on your radar right now!!!!!!!!!!
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
* * $AMRS Video Chart 08-19-2019 * *
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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
* * $AMRS Video Chart 08-12-2019 * *
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* * $AMRS Video Chart 08-08-2019 * *
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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
* * $AMRS Video Chart 07-26-2019 * *
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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
Is Jon able to prepare a quarterly report?
* * $AMRS Video Chart 06-10-2019 * *
Link to Video - click here to watch the technical chart video
Looks like calls loaded to the gills...
AMRS looking good today
Looks like calls are heavily loaded before ER drop
Nice move this morning!
News: $AMRS Berkeley Lights, Inc. And Amyris Announce Collaboration To Speed Testing Of Microbial Strains
EMERYVILLE, Calif. , June 10, 2019 /PRNewswire/ -- Berkeley Lights, Inc . (BLI), the leader in digital cell biology, and Amyris, Inc. (Nasdaq:AMRS), a leader in the development and production of sustainable ingredients for the Health & Wellness, Clean Beauty, and Flavors ...
In case you are interested https://marketwirenews.com/news-releases/berkeley-lights-inc-and-amyris-announce-collaboration-to-speed-testing-of-microbial-strains-8330344.html
* * $AMRS Video Chart 05-03-2019 * *
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* * $AMRS Video Chart 04-25-2019 * *
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* * $AMRS Video Chart 04-24-2019 * *
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News: $AMRS INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Amyris, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
The Schall Law Firm , a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Amyris, Inc. (“Amyris” or “the Company”) (NASDAQ: AMRS ) for violations of §§10(b) and 20(a) of the Securities Exch...
Got this from https://marketwirenews.com/news-releases/investigation-reminder-the-schall-law-firm-announces-it-is-investigating-claims-against-amyris-inc-and-encourages-investors-with-losses-in-excess-of-100-000-to-contact-the-firm-8028264.html
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