Amyris Inc (AMRSQ)

[Spider Web]

UPDATED INFORMATION


APPROX SHORT INTEREST
Short Per Nsdq = 1.76M
Float Per Finviz = 13.89M
Closer To 13% ---> Not 64%


THREE WAYS TO PROFIT
1) Higher Revenues
2) Better Margins
3) Lower Expenses


1) HIGHER REVENUES
Product + Collaborations ---------> Total
Q1-2016 = $03.1M + $05.7M ---> $08.8M
Q2-2016 = $04.9M + $04.7M ---> $09.6M
Q3-2016 = $06.8M + $19.7M ---> $26.5M
Q4-2016 = $11.5M + $10.8M ---> $22.3M
FY-TOTAL = $26 + $41 ----------> $67M

Q1-2017 = $08.3M + $04.7M ---> $13.0M
Q2-2017 = $12.7M + $13.0M ---> $25.7M
FY-EST = $60M + $55M ---------> $115M


2) BETTER MARGINS
Q1-2016 = (300%)
Q2-2016 = 18%
Q3-2016 = 44%
Q4-2016 = (2%)
Q1-2017 = 2%
Q2-2017 = 33%


3) LOWER COSTS AND
OPERATING EXPENSE
COGS + R&D + SG&A
Q1-2016 = $35M
Q2-2016 = $33M
Q3-2016 = $38M
Q4-2016 = $57M
Q1-2017 = $40M
Q2-2017 = $48M
This Will Follow


LEADING TO PROFITS
IMPROVED EARNINGS
Pre-Split -------------> Post-Split
Q1-2016 = ($0.07) ---> ($1.11)
Q2-2016 = ($0.06) ---> ($0.91)
Q3-2016 = ($0.08) ---> ($1.19)
Q4-2016 = ($0.18) ---> ($2.68)
Q1-2017 = ($0.13) ---> ($1.94)
Q2-2017 = ($0.03) ---> ($0.46)



COMMENTS

Improved Revs + Margins + Earnings
Revenues Increased To Almost $26M ,
Second Best In The Company's History.
Then The Gross Margin Jumped To 33% ,
Second Best In The Company's History.
Pre-Split EPS = ($0.03) & 10 Cents Better ,
The Best EPS In The Company's History.

The "Post-Split" EPS Number Equals ($0.46) ,
Which Beat The Analyst Estimates Of ($1.23) .
That Estimate Was Beat By 77 Cents, Or 63% .


Technicals Are Setting Up
Double, Maybe Triple Bottom On Volume.
Oversold With A Double Pincher Pattern.


Getting Their Act Together
Product Revenues Are Starting To Ramp Up ,
More And Better Collaborations On The Way.
Gross Margins Are Stabilizing And Improving.
Total Costs & Operating Expenses Will Drop.


2016 TOTAL ACTUAL REVENUES
Product $26M + Collaborations $41M = $67M

2017 TOTAL REVENUE ESTIMATES
Product $60M + Collaborations $55M = $115M

2018 PRODUCT REVENUE TO DOUBLE
Plus More & Better Collaborations & Catalysts

Similar To Last Year, But No Pump-n-Dump.
No More Tricks Lurking In The Background.


JMO