Replies to post #2562 on Amyris Inc (fka AMRSQ)

[Spider Web]

May Be A Catch-22

I think some traders and investors got caught today in a T+3 trading frenzy, while more strong money was leaving, imo. It is a pattern. This is definitely on the RADAR for dilution and a reverse split. I think "Warren Buffet" would agree to be patient here for a pullback adjustment. This is where that Bull-Trap occurs. The close double top. There may be some sort of downward adjustment ahead.

JMO

[Spider Web]

October Dilution

If / When the Share Structure is disclosed in the 3rd Qtr report, it may only be for that Quarter ending and up to Sept 30th. And most likely not including the month of October. A good question would be:

What is the "Current Share Structure" as of Oct 31st ?

If they have used the ATM at 15% of the daily volume for that month alone, that would be about 21,000,000 shares added to the OS and Float for just the month of October.

If you use the average selling price of 0.80 cents(?), regarding just the ATM portion of 21M shares for any October ATM Dilution, that would equal almost a $17M portion of the $50M ATM Cap from last March.

So While Speculating: Starting from June 1st, when I think they started using the ATM and on into the present date, they may have already tapped into about $30M Dollars of that $50M Dollar ATM Cap. And now using an overall average pps of around $0.75 Cents, that's about 40,000,000 diluted shares alone just through the ATM since June. And if you add in any previous Warrants and any Convertible notes that may come into play, that number could rise closer to 60,000,000 shares.

My numbers and reasoning could be a little off. But I am certain that there has been a large degree of dilution since June, as opposed to the current belief that there has been none at all.

JMO