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There is no such thing as a 'balance cleanup' the closest thing is bankruptcy. You can't just sweep away debt without consequence. This deal is great for warrant holders and execs but terrible for Common stock holders. The company will NEVER make enough profit to overcome the debt and dilution. It's a pure vampire shell company sucking the life out of your bank account. The naivety of the cheerleaders for this stock is truly shameful.
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.
* * $AMRS Video Chart 05-08-17 * *
Link to Video - click here to watch the technical chart video
Oh Fun!
In-between what?
****$.20-$.25****
Really?
A 1:15 RS is probably being too kind. I'd expect somewhere between 1:30 and 1:50 followed by a share price drop of 15-25%.
WHERE IS THIS HEADED
SOMEWHERE IN BETWEEN
TWENTY & TWENTY-FIVE
* * * * * C E N T S * * * * *
SLEIGHT OF HAND DILUTION
They Are Not Reducing Any Debt.
They Just Added A Bunch More Of
Debt, Convertible Notes, & Warrants.
This Just Added A Bunch Of Dilution.
They Just Could Not Help Themselves.
They Are Diluting As Much As Possible
Before The 1-for-15 Reverse-Split .
Just What I've Always Said
And These People Are Crooks
JMO
CLOSE ENOUGH
A Late Response To Post #3632
Form-4 Selling Or Insider Selling Makes No Difference. In Fact, Institutional Selling
Holds Even More Weight. Especially When They Hold A Lot Of Shares !
If Temasek Is Such A "Troubled Company", Then It Is Partly Because Of Their Bad Business Decision To Get Involved With This Company. No Wonder They Re-Evaluated Their Position, And Then Started To Sell.
And What's Even Worse, They Are Holding Shs At A Par Value Of $0.0001 Per Share. The Common Investor Just Gets Taken For A Ride, Again And Again. While The "Insiders" Take Advantage Of Them. That Little P-n-D That Happened A While Ago Is Starting To Make Even More And More Sense Now... Thanks A Lot !!!
It's Funny Though... Temasek Use To Be Viewed And Pumped As A "Big Positive", Because They Were Considered Such A Large Shareholder. And That It Must Have Meant It Was Because They Were "So Smart".
But Now... There Are Only "Excuses" As To Why They Are Selling. Excuses To Prop Up A "Failing Myth". When They Probably Realized They Just Made A Really Big Mistake ... LOL ... A 1-For-15 Reverse-Split Is Now Coming.
And Today... It Looks Like They Gave Away More Of The Company For Notes, Warrants, And A Lot Dilution... As Usual. This Was NOT A Choice. This Is What They Were FORCED To Do, Just To Hang On.
IS THAT CLOSE ENOUGH
What I find to truly be the unprofessional nature of this company is the fact they release a PR on Friday hyping the company then turn around and rip the value right out from under the retail shareholder. Thankfully I have never owned this company/security, but I could truly appreciate the frustration of any investor here. I would be one of the first folks to sign onto the class action lawsuit ongoing though...this management team is toxic!!! To a whole new level
Besides, to certain extent, some level of dilution translated into faster growth, and offsets the cons by creating net value for shareholders. It all depends on how, how much, when and why.
ALWAYS SELLING
INSIDER FORM-4 SELLING
Oct 2016 - Apr 2017
20,053,445 Shs By Maxwell Ltd
Which Is Temasek Holdings
Nov 2016 - May 2017
210,058 Shs By Management
TOTAL SOLD = 20,263,503
OUTSTANDING SHS
Approx OS = 293,785,994 As Of Apr 2017
The OS Was 140,374,297 Last Sept 2015
RECENT FORM-D & S-3 & 8-K
Approx Sh Equiv = 187,743,855
TOTAL OS EQUIV = 481,529,849 SHS
ATM (At The Market) DILUTION
On March 8, 2016 the Co entered an ATM
Issuance Sales Agreement with FBR, which
the Co may sell Shs of its Stock, having an
offering of up to $50M... From time to time.
ATM Could Be Another 100,000,000 Shs
Diluted Into OS And Float At Today's PPS
REVERSE-SPLIT IS ON THE WAY
Just My Opinion
INSIDER SELLING
Management Form-4 Selling
May 2017 - Weaver - Sold = 5,360 At $0.52
May 2017 - J Melo - Sold = 53,238 At $0.52
May 2017 - Cherry - Sold = 25,053 At $0.52
Total Sold On May 1st = 83,651 Shs
Recently Sold By Management
From Nov 2016 - May 2017 = 210,058 Shs
WHEN ALL ELSE FAILS
Follow-Up On An Old PR
WHEN NOTHING TO DO
Copy Someone Else
WHAT!!!
Shorts are living the dream here if they are placing at the correct time. Could have easily put in a short this morning and flipped out right now with an easy 5% gain on investments. This thing is about as close as it gets to a shorters' dream....they are squirming...lmao...maybe with glee, knowing they are going to make bank!
THEY ARE SQUIRMING
They Are Trying Hard To Put You Together Again. They Even Got Someone To Do Another Pump-Blog On Seeking Alpha. But It Looks Like The P-n-D Is Not Going Very Well. The Sugar Variable "Expects" To Be A Very Long Ways Away, With No Real #'s. And There Is Lots Of Time And Major Competition Out There That Makes This Company's Prospects For Success Look Very Very Weak.
IT LOOKS LIKE SOMEONE NEEDS TO
GET OUT BEFORE THE REVERSE-SPLIT
NEXT Q-REPORT IS NOT GOOD
The "Pump" Is Not Working
The "Dump" Will Be Forced
JMO
News: Sweetener project is progressing well, production will start at 2018, Production costs can be lower than sugar equivalent(Reb M molecule is 200X sweeter than sugar so 1/200 concentration will be needed to have same taste).
http://investors.amyris.com/releasedetail.cfm?ReleaseID=1023688
From Sweegen presentations, Amyris and Pure Circle(amyris partner) will have the lowest production costs compered to Evolva/Cragill,DSM,Manus Bio:
www.sweegen.com/wp-content/uploads/2014/11/Company-Teaser-SweeGen-corporate-company-information.compressed.pdf
I heard they are doing that 1:15 split but only reducing OS from 500,000,000 to 300,000,000.... doesn't seem right to me :-S
A 1:15 RS & halving the AS leads to an AS increase of 7.5 multiple!
Then the Total's F-4 transfer discloses again that about $13M notes are due on 15th of May and will be highly likely being converted. This will also allow Temasek to convert their notes as far as I know.
After the big cleanup and RS, this may have a chance. Until then it probably will slide. We will see.
PS: Some last minute sweetener deal has been arranged w/ those $10M taken from the ER 'pre-release', causing the law-suits now.
REVERSE SPLIT
April 27th DEF-14A Proxy Proposals
6) The approval of an amendment to our certificate of incorporation to effect, at the discretion of our Board Of Directors, a Fifteen-to-One Reverse-Stock Split of all of the Outstanding Shs of our Common Stock, par value $0.0001 per share.
They Will Not Split The 500M Authorized Shs Down To 33M, As Stated Below. They Will Just Reduce Them To 250M. They Need To Keep The AS High For Future And Further Dilution.
Because They Are Going To Need It !!!
Very Sneaky !!!
7) Subject to the approval of Proposal Six, the approval of an amendment to our certificate of incorporation to effect, at the discretion of our Board of Directors, a reduction in the total number of Authorized Shs of our Common Stock from 500,000,000 to 250,000,000 .
WHAT DID I TELL YOU !!!
Looking at market news and apparently every securities law firm in the US is now investigating AMRS. There are at least 6 first that I can see from Dow Jones News that are investigating AMRS now. If they have anything wrong with the company, they are cooked!!! Hope they scoop up Maxwell with the investigation as well. The converting and dumping on their part puts perpetual pressure on the PPS so that no retail investor stands a chance. At some point, this collapses...only a matter of time before the corruption is revealed. When management start bailing, it will shortly there after.....
Insider Selling Tuesday
Form-4 Coming This Friday
EOM
531,837 share block bought on Ask at close
4/25/17 all day, 1,106,917 shares(59%) bought on Ask, 745,053 shares(40%) sold on Bid & 26,387 shares(1%) traded in between.
GLTL
What The Charts Show
The charts show how people were tricked.
And how certain Market Makers might have
performed favors for "Good Customers" .
These charts are a set-up for a Bad Q Report,
leading right into more Bad Debt and Dilution.
You can't have a buy on the ask,
unless you have a sell on the ask.
That's how the set-up works here.
JMO
Slapping the AMRS Ask on Friday 4/21/17
Bought on the Ask 1,085,266 shares(63%), sold on the Bid 581,430 shares(34%), traded in between 47,425 shares(3%).
FWIW this has a textbook perfect short term set up for a trade with very little risk v reward. IMHO
Note: I only use the 5 minute chart for scalp trades/trend changes and not a confirmation of a trend reversal.
Another entry option
Notice the 60 minute chart is still Bearish but can offer areas of resistance/take profits. Could also keep a small lot of shares with a break even target in case this wants to run higher. Scale in and scale out.
SELLERS KEEP ON SELLING
Sold Last Wednesday
Trade Date: April 19, 2017
652,513 Shs Sold At $0.55
Filing Date: April 21, 2017
That's 2,289,443 Shs
For Just April So Far
Recent Insider Form-4 Selling
Oct 14, 2016 - April 19, 2017
20,053,445 Shs by Temasek/Maxwell
Nov 2016 - April 2017
126,407 Shs by Management
TOTAL SOLD = 20,179,852
Current April 2017 Outstanding Shs
Actual Outstanding Shs: About 288M
Adding Notes & Warrants: About 467M
( Sept 2015 The OS Was Only 140M )
ATM (At The Market) Dilution
The ATM could be another 100,000,000 Shs
diluted into the OS and Float at today's pps.
This 1st Qtr Will Be Bad
They won't even be able to stay ahead of their own dilution. And that's on top of all the debt, bad deals, and interest payments. They have no real cash. They are allowed to pay some of the interest on their debt with common shs, adding to the dilution. They won't meet their collaboration requirements, and will be forced to make those bad deals even worse. They will have to do a Reverse-Split.
Heading Down Into The 20's
Don't be fooled by little technical bounces on the chart. The Market Makers may take advantage of you that way. They know what's coming ... A 1-for-20 Reverse-Split.
Just My Opinion
Buy Volume Exceeds Sell Volume Thursday 4/20/17
Slapping the Ask 1,727,159 shares(49%), selling on Bid 1,693,008 shares(48%) & 89,924 shares(3%) exchanged hands in between...& the pps goes down 9%...lol
Class action lawsuit.
The end is near.
Sellers Set You Up Again
Sold Last Monday
Trade Date: April 17, 2017
1,636,930 Shs Sold At $0.65
Filing Date: April 19, 2017
They Still Want Out
Another 1,636,930 Shs
Recent Insider Form-4 Selling
Oct 14, 2016 - April 30, 2017
19,400,932 Shs by Temasek/Maxwell
Nov 2016 - April 2017
126,407 Shs by Management
TOTAL SOLD = 19,527,339
Current April 2017 Outstanding Shs
Actual Outstanding Shs: About 300M
Adding Notes & Warrants: About 400M
( Sept 2015 The OS Was 140,374,297 )
ATM (At The Market) Dilution
The ATM could be another 100,000,000 Shs
diluted into the OS and Float at today's pps.
This 1st Qtr Will Be Bad
They won't even be able to stay ahead of their own dilution. And that's on top of all the debt, bad deals, and interest payments. They have no real cash. They are allowed to pay some of the interest on their debt with common shs, adding to the dilution. They won't meet their collaboration requirements, and will be forced to make those bad deals even worse. They will have to do a Reverse-Split.
Heading Down Into The 20's
Don't be fooled by little technical bounces on the chart. The Market Makers may take advantage of you that way. They know what's coming ... A 1-for-20 Reverse-Split.
Just My Opinion
Spider web, amyris never did a public offering, so to say they want our money is innacurate(even misleading).
I'd expect something closer to 1:50
True Colors
Time After Time this Company has shown their True Colors. They seem to be playing off of the premise that there just must be an endless supply of gullible people out there to feed from.
This stock is going to 20 cents. They will try to trick you, and then dilute this as much as possible before doing a 1-for-20 Reverse-Split.
JMO
Spider Web, how announcing partnership with Blue California and additional 50M$ revenue in the next 12-18 months considered a theft? from who did they steal?
BUNCH OF THEIVES
It's so funny how they always try
to pander to the dumbest of us.
Look how 90% of the After-Hours
Trades were at the close or below,
except for a few hundred at the
last minute. Giving the illusion that
it somehow went up in After-Hours.
What A Bunch Of Con-Artists
It smells just a rooten today...way too much volatility to play today and not nearly as bound....expect when it is all said and done, it to truly collapse to .30 range. Management team is playing lose and fast with the financials now, as indicated in all the recent filings and as such, soon the SEC/IRS will be taking a closer look and that is never a good thing, especially if they find something.....could easily see some management being carted away for white collar crap...
This thing reeked yesterday with all the matching trades and perpetual flow of 100-500 trades flowing through along with a certain market maker forcing the bid up despite a ton of bid action....
I quickly flipped it for a few K gain, seeing what was occurring, but was smart enough to jump ship at the top of the wave....
Chances are it can be flipped again, but to gloat on a P&D gain is foolish as it quickly vanishes...take the gains and smile behind the scenes...
You smell that stank pank?
It takes a strong father with tough love to help his sons become men. I enjoy helping people preserve their cash against sinister liars like Melo. I am the only friend some of these people have.
Came here to see why the drop, no position. That was harsh, you find joy in putting people down or what?
Do you also love the huge after hours drop? You lack the skills to invest in the market. Buy a bank CD and try not to lose it all. The crash is just getting started it'll be quick and brutal.
* * $AMRS Video Chart 04-17-17 * *
Link to Video - click here to watch the technical chart video
Take your profit here as it is due for a breather and given the new prospectus introduced this morning....dilution about to get interesting....will be back to .60 extremely soon....
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