Amyris Inc (AMRSQ)

[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?