Amyris Inc (fka AMRSQ)

[Spider Web]

WHOOPS-A-DAISY


FIRST THEY SET YOU UP
Last year during the infamous Pump-n-Dump, which ruined many lives and turned Investors into Prisoners for life, the Company claimed that 2017 would bring $200M in Revenues: About $50M per Quarter. Then they mysteriously lowered that to $120M in Revenues: To About $30M per Quarter.


BUT THEN . . .
The First Quarter Revenues were only $13M. That is Less Than Half of what their most recent projections were. And the EPS was at a historical low. And before they hit everybody between the eyes with those devastating results, they actually tried to Trick everyone with a cleverly worded PR about their meaningless improved Biossance Product Sales.


AND NOT ONLY THAT . . .
They also gave the impression that there would be No Dilution. While all of their Little Pumpers were swearing Up-n-Down that there would Never Ever Be A Reverse-Split .


BUT LOOK WHAT HAPPENED . . .
Well... After they got rid of every available Shr that they had, while Diluting the Crap out of themselves, they then went ahead with a Reverse-Split. Then they actually went and Increased the amount of Authorized Shrs to draw from, while trying to Trick people into thinking that they were reducing them. But some people are not as stupid as they had hoped.

Check Out The Relative Increases
The Pre-Split OS Was 300 Million.
The Equiv Post-Split Diluted OS
Has Now Increased To 450 Million.

The Pre-Split AS Was 500 Million.
The Equivalent Post-Split AS
Has Now Increased To 3.75 Billion.

They Are Now Set-Up For More Dilution And
Another Reverse-Split. It Would Be Wise To
Not Believe A Word That This Company Says.
Or Any Positive Opinions From Those That
Are Trapped, And Just Trying To Get Out.


THEY ARE LICENSED TO LIE
It is just amazing that some Federal Authority has not shut this Company down yet. Every amateur PR they put out is written under the guidance of an attorney that keeps them one step away from larceny. Every PR is full of holes and clever disclaimers. It is very comical to read and pick-apart every sentence they structure. These people are thieves and liars.

This Company obviously relies heavily on the hopeful stupidity of easily manipulated and inexperienced investors, through their flagrant use of Forward-Looking Statements .


SO WHAT'S NEXT ?
There Will Be A Brief Pit-Stop At :
ONE DOLLAR AND TWENTY FIVE CENTS
And Then A Break Below One Dollar.
As They Make Their Way To
Another Reverse-Split.


JMO

[TheSerb]

QUARTER WILL BE AWESOME!!!!!!!!!


AMRS!

[Spider Web]

QUARTER WILL BE DEVASTATING

Last year during the infamous Pump-n-Dump, which ruined many lives and turned Investors into Prisoners, the Company claimed that 2017 would bring $200M in Revenues: About $50M per Quarter. Then, of course, they mysteriously lowered that to $120M in Revenues: To About $30M per Quarter.

They also gave the impression that there would be No Dilution. While all of their Little Pumpers were swearing Up-n-Down that there would Never Ever Be A Reverse-Split .


BUT WHAT HAPPENED ?

Well... After they sold every available Shr that they had, while Diluting the Crap out of themselves, they then went ahead with a Reverse-Split ... Whoops-A-Daisy ! ... Then they actually went and Increased the amount of Authorized Shrs to draw from, while trying to Trick people into thinking that they were reducing them ... LOL ! ... But some people are not as stupid as they had hoped.


The Pre-Split OS Was 300 Million.
The Equiv Post-Split Diluted OS
Has Now Increased To 450 Million.

The Pre-Split AS Was 500 Million.
The Equivalent Post-Split AS
Has Now Increased To 3.75 Billion.

They Are Now Set-Up For More Dilution And
Another Reverse-Split. It Would Be Wise To
Not Believe A Word That This Company Says.
Or Any Positive Opinions From Those That
Are Trapped, And Just Trying To Get Out.


AND THEN . . .

The First Quarter Revenues were only $13M. That is Less Than Half of what their most recent projections were. And the EPS was at a historical low... Whoops-A-Daisy ! ... And before they hit everybody between the eyes with those devastating results, they actually tried to Trick everyone with a cleverly worded PR about their meaningless improved Biossance Product Sales ... Shame On Them !

This Company obviously relies heavily on the hopeful stupidity of the easily manipulated and inexperienced investor, and the flagrant use of Forward-Looking Statements .


SO WHAT'S NEXT ?

ONE DOLLAR AND TWENTY FIVE CENTS


JMO

[finesand]

matters in a way that they become 'investable' again, having actual equity value on their own.

it all depends on their performance with the new (major) ownership of DSM. at least they know how to be profitable very well, check their financial reports.

[TheSerb]

DEBT WILL GO AWAY!

AMRS STRONG!

[2014shelby]

Will it matter to shareholders and will AMRS ever do anything to get back the lost equity shareholders have experienced for some time now?

"Company will be debt free"

[Spider Web]

DEBT WILL NEVER GO AWAY

This Company Will Never Be Debt Free
It Will Take Years To Pay Off The Current Debt
While New Debt Will Then Always Be Added


TARGET = $1.25

This Target Is The First Major Support Area
Before The Final Drop Below 1 Dollar, Then
On Into Another Reverse-Split Situation...
Which They Are Already Anticipating.

JMO

[finesand]

Company will be debt free after DSM & Co transaction is completed!

You seemingly haven't analyzed the DSM & Co offerings.

Post tranche-a _and_ b, company may have received about $280.90M fully diluted, which brings equity from $(212.19M) to $68.71M.
This includes the cash warrants naturally.
This assumes a floor price of $6.30 per share, at least for tranche-a and the second tranche also targets the same price as stated in the proxy material.

The anti-dilutive warrants haven't been triggered, allowing a sub $6.30 share price.

Found this sensible analysis of the tranche-a deal RS adjusted:


.. and the corresponding fundamentals, see below.

Well, that is a heck of dilution, however, they are paying a good price for it, 132% premium as of today!
In the end it is clear that they takeover the company. Old shareholder far above $9 may not recover this year, but the transaction surely fixes company's balance sheet and removes all BK risks completely.

At the current price, this seems to be a very bullish case.

Yes, the whole transaction still needs to settle, voting is on 7/7 for AMRS for conversion and tranche-b. DSM also needs to sign for the tranche-b. Also company then needs to produce the positive cash flow in 2018, but w/ DSM this shall be no issue.

A short term bounce is the least possible right now, knowing company just became listing compliant again and had a double bottom.

[powerfullogic]

How did you arrive at 1.25? I think it is too high. Even though the IP has some value the debt is greater than all value. Proper value is 0.

[Spider Web]

TARGET = $1.25


That's About 8 Cents Pre-Split.
And Don't Think For A Moment
That It Won't Happen ... It Will .

They Have Plenty Of Room
For Another Reverse-Split.

That's One Reason Why They Kept The
Authorized Shrs So High At 250M Shrs.
Which Equals 3.75 Billion Pre-Split Shrs !


The Other Reason :

D I L U T I O N


JMO

[finesand]

Any new insights on the 2nd tranche, $75M @ $6.30/sh or effectively less due to interest on the notes plus the usual anti-dilutive fireworks?

Otherwise, a $6.30/sh purchase could be very much seen bullish here at this price.

[finesand]

$0.15/sh -> $2.25/sh post RS seems to be in reach indeed.
$2.67/sh was reached already and this is only the 6th day post RS.

Dilution wise, the 13.87M (pre RS 208M) for cash warrants has been confirmed in last def14a to vote upon on 7/7, leaving old shareholders w/ a total dilution retention of only 47%.

Then they ask for another offering, the tranche-b, maximum $75M with a current price of $6.30/sh (pre RS $0.42) min 11.90M shares. Not so sure about the floor price here, since they surely will add another anti-dilutive instrument here, at least using that high interest note again as before, 17.38%?

Tranche-A started at $17.25/sh to end up fully diluted at $7.34/sh, so when this starts at $6.30/sh .. you get my drift.

Transparency is not exactly this company's strength, if they wanted, they could have easily explained the new share structure for everybody.

[finesand]

looks like a double bottom test play from RS day, i.e. $2.84 round about, i.e. $0.19/sh pre RS.
All indicators sliding so far - usual post RS play.

[BottomBounce]

AMRS implemented 1:15 reverse split

[Spider Web]

BELIEVE THEM OR NOT

THIS IS GOING DOWN


ONE DOLLAR AND TWENTY FIVE CENTS

[Craig305]

"With $86 million of debt retired and our financing needs largely behind us, we are now very focused on continuing to execute on our strategy," said John Melo, Amyris President & CEO.

Upon the expected close of the second tranche of financing, compant believes they are done with major fund raising 

[Craig305]

To allow the company to maintain the listing of its common stock on The NASDAQ Global Select Market.

I'm not holding this stock. Just checked it out thia AM from news of the R/S.

[Spider Web]

BOTTOM HAS NOT BEEN REACHED


The Management is "Hoping" that because of a Reverse Split, which has finally caught up with their Sleazy Company, it will somehow resolve them of their Future and Shady Past of Sins, Lies, Debt, and Dilution. And instead, a bright new "Sunny Day" will begin to shine a deceiving light onto their little Train Wreck. But that wishful deception of Renewed Birth is a very sad mistake.

As well as all of those continued False Projections of invisible Collaborations and vanishing Revenues. Which Mysteriously Never Seems To Materialize.


The Pre-Split Tasty Appetizer Is Over
THE MAIN COURSE IS NOW HERE !!!
The REAL Collapse Is About To Begin


Why do you think they haven't disclosed the Outstanding Share Count? Well, it's because they don't want anyone to know just yet how much more Dilution is currently taking place, RIGHT NOW !!! ... The Share Structure should have already been plainly disclosed.


But This Company Continues Trying To
Put-Together Everyone And Everybody,
Whenever And As Often As They Can


Any Outstanding Shs over 20M after this Split is Pure Dilution. On top of all the other recent HUGE Pre-Split Dilution that has already taken place. For anything over 20M, just multiply by 15 to get an idea of how many Pre-Split Shs are currently being Diluted.

But they won't reveal anything just yet, or even give enough exposed information to easily figure it out, until it is too late !

Like On A Friday ... After The Market Closes !


SLEAZY TRICKS ARE SOMETHING
THEY'VE ALWAYS BEEN GOOD AT

Singing The Same Song Over And Over,
As Things Continue To Get Much Worse.


They have 250M Freshly Minted Authorized Shs to tap into for Dilution. They aren't going to pay down their Debt, or pay all of their Bills with Revenues. They will have to sell Lots and Lots of Shs just to get by. And the Shareholders are the ones who will ultimately PAY FOR ALL OF THAT, and not the Company. Not with their piddly Revenues. This Company is in the Business of Juggling Debt, while using Shareholders as the Tools of their trade.


ONE DOLLAR AND TWENTY FIVE CENTS


JMO

[9HikeDiscGolf]

Interesting.. Not gonna chase.. R/S? Why is that?

[stocktrademan]

AMRS buy 2.87

just observing the chart
lawyers and had a reverse split
seeing what it does, bullish macd divergence
do the other factors outweigh it or not









normal chart




log chart

[ClayTrader]

* * $AMRS Video Chart 06-05-17 * *

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

[Spider Web]

ANOTHER CALAMITY


WHAT ABOUT THOSE REVENUES ?
There Was Suppose To Be $50M This Quarter.
But There Was Only $13M ... What Happened ?
ALL PROJECTIONS ARE JUST LIES !!!


WHAT ABOUT THAT NET INCOME ?
Q1-17 = Net Loss Was $37.4 Million
Q4-16 = Net Loss Was $48.8 Million ---> Revised Q4
Q4-16 = Net Loss Was $38.8 Million ---> Misleading Q4
Q3-16 = Net Loss Was $19.7 Million
Q2-16 = Net Loss Was $13.6 Million
Q1-16 = Net Loss Was $15.3 Million
All The Collaborations In The World
Won't Stop The Losses From Climbing
THEY TURNED OUT TO BE NET LOSSES !!!


WHAT ABOUT A POSITIVE EPS ?
Q1-17 = ($0.13)
Q4-16 = ($0.17) ---> Revised Q4
Q4-16 = ($0.14) ---> Misleading Q4
Q3-16 = ($0.08)
Q2-16 = ($0.06)
Q1-16 = ($0.07)
BUT ALWAYS NEGATIVE INSTEAD !!!


HOW ABOUT THAT DILUTION ?
Q2-17 = 500M ?
Q1-17 = 290M
Q4-16 = 277M
Q3-16 = 249M
Q2-16 = 223M
Q1-16 = 207M
IT WASN'T EVEN SUPPOSE TO HAPPEN !!!


WHAT ABOUT THAT ATM AGREEMENT ?
"At The Market" Issuance Sales Agreement with
FBR Capital Markets And Co. Under which the
Company may issue and sell Shs of its Stock,
having an aggregate offering of up to $50M.
GUESS WHAT'S HAPPENING THERE !!!


HOW ABOUT THAT REVERSE-SPLIT ?
"To The Moon" - "Sleeping Giant" - "Saving Lives" ... They Cried !
Those "Big Boys" Are Human Too. And They Messed Up Big Time !
Now They Have To Figure Out A Way To Take Money Out Of
Your Back Right Pocket, And Put It In Their Front Left Pocket.
EVERYONE SAID IT WOULD NEVER HAPPEN !!!


F I F T E E N - C E N T S


JMO

[finesand]

Due to the dilution and upcoming RS, I assume $0.21/sh will mark the bottom w/ 42% retention (66% dilution) from $0.50/sh.

After this capitulation and sideways move, (naked) shorts may start covering this low and we might even see a little spike before RS -> $0.2666/sh.

Then RS adjusted $4/sh will probably dip within the first two weeks as usual back to $3 ($0.20), but may recover w/ good company news.

The ball is on company's side now, more debt swap and dilution vs great performance for 2018!

Note that even the anti-dilutive warrants are now IN THE MONEY.
So the late PR about exceeding debt payments actually hint towards a higher OS.

After the whole dilution is done and the balance sheet is clean, i.e. total-liabilities/equity <= 50% .. and there is at least $2.5M equity worth, this stock may be a buy again.
Quite a long way to go since that debt ratio is now 141% AFTER the debt swap, it was 315% - and equity is still -$81M (was -$212M). Yes, ignoring the fixed Gate's equity.

For sure horrible numbers vs the great technology they have for sure. Highly volatile in both directions.

[XAVIPS]

Things r turning around, it is d moment to step in.

[XAVIPS]

http://investors.amyris.com/releasedetail.cfm?ReleaseID=1027306

[powerfullogic]

The stock has gone from $30.00 to sub .30. What is so funny? What is the basis for your arrogance? At the end of the day you are broke so laugh it up.

[TheSerb]

False but yet hilarious! Thanks!

[ClayTrader]

* * $AMRS Video Chart 05-18-17 * *

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

[powerfullogic]

Spider has been right 100% of the time as have I. This stock is pure garbage and longs are pawns in the game.

[2014shelby]

Why? Do you think people would start to believe they are making a commitment and know what they are doing?

[PStockPickz]

Insiders buying might start to reverse

[treppy]

Spider, I'll give credit..while you were previously incorrect on .38, you called .25...

[Spider Web]

EXPECTED CATASTROPHE


EPS = Neg (0.13)

REV = Only $13M


It is pretty obvious that this Company
is more focused on trying to put their
investors together, than anything else.

Just look at those previous PR's and how
they tried to word things. In order to trick
some into thinking one thing, while then
something bad was happening elsewhere.

Why would they do that? And what about
the timing of those PR's? Always followed
by something Catastrophic. And now this
Quarter Report. And they act like it's just
a game of: Plausible Deniability ... LOL

It's almost as if they want the pps to be
15 cents. They set you up: Then WHAM !

I think everything is imploding on them.
They are probably not meeting certain
criteria that was laid out in those
BAD Collaboration Agreements.

There is no way they will ever meet any
of those lofty Revenue Projection Goals.
. . . But when did they ever ?

The Business Plan is more of a game to
Juggle Bad Debt, while tricking investors
into further Dilutive Equity Finance Deals.

If you want to consider playing their little
Twisted PR P-n-D Game, you better make
sure you start at a very low risk point.
. . . Like Somewhere Around 15 Cents.

The dilution has not ended. They will
have a 250M AS available after the
Reverse-Split. With about a 30M OS.
That's why they kept the AS high.
The AS is their Bank and Salary.

History has proven they are only good at
one thing: Putting Lipstick On A Pig

They will feed you enticing tales of wonderful
associations, with all the incredible possibilities
just to keep those myths in play. Then they will
slice it all up with Catastrophic Events that lead
nowhere, but to More Losses and More Dilution.


Just My Opinion

[ClayTrader]

* * $AMRS Video Chart 05-17-17 * *

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

[Spider Web]

[TheSerb]

LOLOLOLOLOLOLL WRONG!!!!

"ENTITIES INVLOVED WITH DILUTION
CONTROL THE 51% OR BETTER PROXY
VOTES NEEDED TO APPROVE THE
15-TO-1 REVERSE-SPLIT

THEY MAY HAVE AGREED TO NOT SELL
THEIR CONTROLLING INTEREST UNTIL
AFTER THE PROXY VOTE FOR THE
REVERSE-SPLIT

THEN THERE MAY BE EVEN MORE
DILUTION COMING AFTERWARDS "

LOLOLOLOLZZZZZZ!!!! Wrong Again!

AMRS

[StockMonster100]

Holy smokes. What happened to this stock here? I noticed some dilution and a ton of insider selling, but what gives? I haven't looked at this stock in a while.

[SilverBack]

Loaded big for the run coming. Chart is starting to setup with a pincher.

[ClayTrader]

* * $AMRS Video Chart 05-16-17 * *

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

[powerfullogic]

Why did Ginkgo refuse to pay? Unlike Amyris Ginkgo is a solid company, need answers, but I suspect Amyris failed on their end in some capacity. This is just IMHO.

[sh4dowtrader]

Why would they? Did you not see how much it depreciated from October till now? Who do you think has been selling?

[TheDridge17]

15:1 r/s... maybe after that it will attract some big money when over 5 bucks..

[spidersilkguy]

I found this stock recently. Bought and sold for a nice gain about a month ago. Tried to buy in and came up short before the plummet in price. I bought on the low and I'm totally convinced this company will get out of debt within 3 years and make it's usual revenue gains for another decade. The froth inbetween is going to make this stock bounce constantly inbetween making many opportunities for investments. I'm truely excited to see this seed grow while taking fruit as it ripens.

[2014shelby]

Why not? What's up with that?

"since most executives don't have many shares"

[Spider Web]

3.75 BILLION AUTHORIZED SHS


New Voting Proxy Proposal :
April 27th SEC FILING = DEF-14A

6) The approval of an amendment to our Certificate Of Incorporation to effect, at the discretion of our Board Of Directors, a 15-To-1 Reverse Stock Split of all of the Outstanding Shs of our Common Stock, Par Value $0.0001 per Share. The OS Will Be Approx 30M

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 .


INCREASING AUTHORIZED SHS

This 250M Post-Split Authorized Share Number Is The Same As Having A Staggering 3.75 BILLION Shs, When Calculated To The Relative Pre-Split Number. This Is Calculated By Using The Split Multiple Of "15", Then Multiplying That By The 250M.

They Have A Special Proxy To Keep The "AS" High, While Adjusting It To 250M. Those Shs Are Their Bank. That's Their Salaries. They Just Have To Trick Someone Into Buying Them.


ENTITIES INVLOVED WITH DILUTION
CONTROL THE 51% OR BETTER PROXY
VOTES NEEDED TO APPROVE THE
15-TO-1 REVERSE-SPLIT

THEY MAY HAVE AGREED TO NOT SELL
THEIR CONTROLLING INTEREST UNTIL
AFTER THE PROXY VOTE FOR THE
REVERSE-SPLIT

THEN THERE MAY BE EVEN MORE
DILUTION COMING AFTERWARDS


JMO

[noconspiracies]

You're probably spot on, but there's plenty of uncertainty left. For instance, if they really have come up with a zero taste sugar replacement that they can produce on an industrial scale (as they claim) then things are going to turn around in a hurry.

[powerfullogic]

The dilution may help the company avoid bankruptcy and since most executives don't have many shares they aren't negatively effecting by the rapidly declining EPS resulting in lower share prices. Yes Amyris has some amazing technology and if their current model was in place at the inception of the company we'd all probably be looking at a 20 dollar stock. But the damage is done. As of today basically 0% of shareholders have made any money on Amyris since inception given that it's at all time lows. Most recent shareholders probably started buying around .70 which will require over a 100% gain from the current price even though the shares have become less valuable. The reverse split will get Amyris over 1 but it will not eliminate their remaining debt and the damage done by this sale. Juggling toxic debt, not synthetic biology is this company's real line of expertise.

Investors have already lost with this company yet the zombie lives on and few can admit they have wasted years of their life cheerleading a stock with people they don't know on message boards while they could have bought the most conservative stocks in the market and made much more. This is a failed investment. There will be dead cat bounces along the way but it will never become a means of wealth.

[momomike]

What a nice view here, Slam dunk breaker! High price waiting, IMOH!

[ClayTrader]

* * $AMRS Video Chart 05-09-17 * *

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

[strickerman]

Volume alert now! Fasten your seat belt dude!