Amarin Corp Plc (AMRN)

[SonamKapoor]

jmhill: Thanks for posting that profile.

Cards: Heroic effort!

JT/BioB - algal oil in the news this week with pricing, etc and the "we need to scale" bit once more...although tempered by familiar story of an ethanol plant using wheat in the UK shut down b/c couldn't make the economics work (FeedNavigator today). www.undercurrentnews.com/2019/02/12/algal-oil-in-salmon-a-hit-only-needs-scale-to-go-mainstream/

Here's a link to a decent 2016 ppt by a Peruvian consultancy that has some of the #s as I graphed earlier to the board but with more color. we.tl/t-zR05RlAJjw

For some Friday funnies: in 1972 the NYT reported that the CIA (did the Soviets not only take our grain, but also our access to anchovy?) was looking into the crop drop in Peru www.nytimes.com/1972/11/18/archives/c-i-a-mystery-perus-anchovies-agency-takes-up-difficulty-of-sea.html

And some Scandinavian opinion this week on where Peru goes for the next April - July quota period - crude oil supplies forecasts look good for the balance of 2019 & look who is mentioned:

Hi ----

Thanks for this email and the very best wishes for the new year –

Quota: 2.5-3.0 millions in Peru – yes agree, pretty realistic estimate

Market: Given that mother nature provides us with more or less same biomass worldwide in 2019/2020 as we had in 2018 :

We shall see a rather firm and steady market. It is difficult to find strong bearish arguments.
With the predicted growth in aquamarkets – steady go steady in petfoods (continuously showing a positive trend/growth/demand) – the Omega 3 markets worldwide will take their share of the
crude oils becoming available worldwide! Omega 3 processing companies had a good year in 2018 as the Peruvians were back on the stage with ample supply ---------------
30% oils – perfect match for the refineries etc.
New markets in new areas (Asia) as well as Amarin breakthru in the States – make the future pretty promising unless the producers in Peru get too greedy and killing the spirit by trying to squeeze out a last cent of the crude

TGIF!