Replies to post #3821 on Amyris Inc (AMRSQ)

[finesand]

OS 21M 6/6 + 42M S-3 + 26M S-3 = 89M OS

Edit: That is the 'shelfed' maximum dilution
due to T-1 & T-2 offering incl Anti-Dilutive Warrants.

As of no w/ Cash-Warrants - if executed, it should be around 69M

[Spider Web]

UPDATE CORRECTION

This Is A Correction
On My Fourth Quarter
And FY-2017 Estimates
Regarding My Last Post

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QUARTERLY REVENUES
STAYED ABOUT THE SAME

Q1-2016 = $08.8M
Q2-2016 = $09.6M
Q3-2016 = $26.6M
Q4-2016 = $22.2M
FY-2016 = $67.2M

Q1-2017 = $12.9M
Q2-2017 = $25.7M
Q3-2017 = $24.2M
Q4-2017 = $24.4M <--- Estimate
FY-2017 = $87.2M <--- Estimate

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They Touted All Last Year About How
FY-2017 Revs Were Going To Be $200M ,
And How They Were Always "Not Diluting" .

Then At The Beginning Of This Year ,
They Changed That Outlook To $120M .
While Still Playing Down "The Dilution" .

But After All That, They Will Be Lucky To
Even Break $90M. But Still: "More Dilution" .

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Looking At The "Pre-Split" Equivalent
Of Shrs That Have Been Diluted . . .

They Diluted About 270,000,000 Shrs
During FY-2011 On Through FY-2016 .

And So Far In FY-2017 They Have
Diluted About 364,000,000 Shrs .

That Is About 1.4 Times As Much Dilution
In The Past Nine Months, Than They Have
Done In The Entire Previous Five Years !!!

And It's Not Going To Stop !

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So The Battle Between SG&A, Revenue,
Gross Margin, Debt, And Dilution Will All Work
Against Each Other For Some Time To Come .

The Reason For Statements
That Are Protected Under The
"Forward-Looking Statements Clause"
Are Clearly For Dilution Purposes Only .

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TO PUT IT ALL IN PERSPECTIVE
* The Number One Biggest Job And *
* Main Primary Concern Of Any CEO *
IS PUTTING LIPSTICK ON A PIG

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