Solazyme, Inc. (NASDAQ:SZYM)

CAPS Rating: 4 out of 5

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Member Avatar ecrtr (< 20) Submitted: 4/10/2014 7:46:20 PM : Underperform Start Price: $10.77 SZYM Score: -1.94

Management just sold 5 million shares in a restricted offering at $0.001 per share. They did this and gave themselves almost $70 million. There has been net insider share selling for the last twelve months according to Standard & Poor's. Does anyone understand why they need this additional "tax" on shareholders?

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Member Avatar motto1628 (< 20) Submitted: 3/27/2014 12:51:12 AM : Outperform Start Price: $10.99 SZYM Score: +1.30

- buy on dip; short-term
- turn low-cost plant based sugars into high value oils?
- small company, $1B cap
- have just built or building two big plants
- TMFLomax and TMF Rob bought it

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Member Avatar JTStew (60.76) Submitted: 3/10/2014 1:48:21 AM : Outperform Start Price: $13.49 SZYM Score: -15.99

If this stock can work its way into even the smallest slice of the gas guzzling pie known as American transportation, this is an easy recommendation. I'm not optimistic this will move anywhere in the next year, but I'm continuously adding before it begins.

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Member Avatar SmartAce (99.83) Submitted: 2/28/2014 9:58:26 AM : Outperform Start Price: $12.53 SZYM Score: -10.93

raise to $17 from $14 by Cowen analysts who see production volume ramping in the latter part of 2014

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Member Avatar lpina2mi (48.99) Submitted: 2/25/2014 9:45:12 PM : Outperform Start Price: $12.08 SZYM Score: -7.76

This is leading edge technology in an energy industry where the big boys get subsidies. I bought now, after watching this stock for about a year, because 2 things converged: consumer sentiment is shifting that will favor this technology and an actual manufacturing plant was opened in Iowa. This equity is one of two stocks that represent more potential than tangible products slice of my investment pie.

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Member Avatar loangolfer (< 20) Submitted: 2/19/2014 12:42:52 PM : Outperform Start Price: $11.49 SZYM Score: -3.73

MF secret hidden gem, thanks Andy and Seth

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Member Avatar olokahiki (< 20) Submitted: 2/18/2014 4:17:25 PM : Outperform Start Price: $11.50 SZYM Score: -3.80

Clinton and Galvin on-line, Moema to be on-line shortly. Positive earnings expected 2015. Skies the limit when it comes to replacing traditional oils for cosmetics, food. Lower profit margins will make replacement of jet fuel, diesel marine a lower company priority.

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Member Avatar BajaJohn (< 20) Submitted: 2/14/2014 10:17:12 AM : Outperform Start Price: $11.18 SZYM Score: -1.20

They are going after oils first, not fuels. Much more profit potential. New plants coming on line, lots of customers all point toward a great profit story for 2014 and beyond.

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Member Avatar moneyroad (< 20) Submitted: 2/10/2014 9:28:01 AM : Outperform Start Price: $11.90 SZYM Score: -9.39

This company has compelling technology and patents in several key areas. It could become one of those save-the-earth industries that become an integral part of our economy and survival.

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Member Avatar investisseuse (36.75) Submitted: 1/23/2014 1:27:23 PM : Outperform Start Price: $10.35 SZYM Score: +6.23

OK, as just one example of the things this company is doing to stand out as an innovator-they won the prestigious Marie Claire Excellence in Beauty Award-for those of you who never set foot in an airport with foreign press this may not mean much-but they are the Vogue of Europe and as such this award means adoption by mainstream women looking for premium cosmetics-you know, the real money maker in their basket of algae miracles. Bodes very well for their reputation. I think this company gets where to go and how to get there. The next few quarters will tell a lot as well given their scale up efforts.

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Member Avatar pataylo (66.48) Submitted: 1/22/2014 5:03:14 PM : Outperform Start Price: $10.45 SZYM Score: +5.62

SZYM looks like a prime candidate to be a many bagger within five years. It has unique technology, a large market, and is on the verge of starting commercial level production. SYZM’s uniqueness and attraction for me is its demonstrated ability to produce existing oils and tailor new oils, combined with its ability to develop marketing partnerships with market leaders (Dow Chemical, Bunge, ADM, Unilever). There is also potential to develop markets for tailored oils at costs unmatchable by existing technology. Management is young and ambitious, but appears to be capable in R&D, marketing and partnering. Risks include the fact that their technical methods and business ability are yet unproven in industrial scale production. Their ability to ramp up production to industrial levels will be tested this year as their plants are schedule to come on line. If they succeed, they should begin making profit, and the stock price should reflect both the income and the lowered risk. SYZM is a speculative investment, but I think the potential reward far outweighs the risk that the company will fall flat in either production or marketing. To increase the attractiveness, SZYM market cap is less than $800m and they are thinly covered by market researchers (five that I can see), and what coverage there is says to neutral or sell.

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Member Avatar mhtfwq8907gcx3 (< 20) Submitted: 1/20/2014 8:36:17 AM : Outperform Start Price: $10.48 SZYM Score: +6.24

The opportunity for solazyme is vast. However there is no guarantee. The economics of producing fuel this way might not become viable for 20+ years. If we are still using the same fuels by then.
I think the bigger opportunity now is guaranteeing speciality ingredients to large multinational chemical companies. The more unique the oil the better. This will give the multinationals better forecasts and less reliance on oils extracted from crops (which can fail and cause huge fluctuation in pricing). Hence reducing production planning and costs over the long term, in turn producing even more pricing power compared with their competition.
If they can build a steady base doing that, then I think that activity can finance the more risky energy competitor stance. As can be seen with the recent deals, this seems to be their chosen route.
Strong leadership from the top is an essential for any success here though. The new COO David Cole could be an excellent step in this direction.
As such I have opened my first small position.
My main worry over the long term is the debt to expand and grow this company becomes unmanageable.

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Member Avatar tix3 (49.53) Submitted: 1/9/2014 5:21:46 PM : Outperform Start Price: $10.00 SZYM Score: +10.99

This alternative fuel company continues to sign deals with major industry leaders (United for instance). If they can keep the markets expectations reasonable this should be a big win for everyone.

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Member Avatar mariusfa (67.96) Submitted: 12/20/2013 3:37:59 AM : Outperform Start Price: $8.77 SZYM Score: +23.09

Great tech, protected by patents.

Big partners in ADM, CVX, Bunge, Unilever and others. Dont think they would expand agreements and partnerships without an actual benefit too themselves.

Small cap with huge adressable market.

Proven scaleability.

Cheap feedstock

And the potential to produce oils that nature can not.

I have read every SEC-filing and listened to every CC. Maturing and competent leaders.

This is my highest conviction company. EVER.

bougth a big chunk after the last quarters earnings report. Future multibagger.

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Member Avatar thefifth (< 20) Submitted: 11/30/2013 5:01:31 AM : Outperform Start Price: $8.96 SZYM Score: +22.45

likely a slow growth considering resurgence of ng, but there are several huge potential markets for their products that will grow in value over time. Cost effective generation of renewable oils that are comparable in energy density, don't compete with food production, and better for environment could become the standard fuel for common transportation workhorses like air travel, trucking, and rail freight as next step of carbon reduction efforts..

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Member Avatar mikey508 (< 20) Submitted: 11/21/2013 10:10:37 AM : Outperform Start Price: $8.06 SZYM Score: +35.44

Disruptive technology just about to be commercialized. Strong partners already signed up and committed.

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Member Avatar poinke (99.31) Submitted: 11/6/2013 10:34:01 AM : Outperform Start Price: $8.70 SZYM Score: +23.80

Speculative CAPS play here on a big disappointing quarter. I have seen some of the food products & they are pretty cool.

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Member Avatar My535 (27.69) Submitted: 11/2/2013 4:51:19 PM : Underperform Start Price: $10.58 SZYM Score: -0.64

Exceptionally attractive social value story. I'm rooting for their success but the competing energy economics will chronically pull the football away at the last minute.

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Member Avatar kdoglio1 (20.56) Submitted: 10/28/2013 10:44:34 AM : Outperform Start Price: $11.03 SZYM Score: -4.07

Intellectual Property advantage

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Member Avatar jlstachura (< 20) Submitted: 10/23/2013 8:05:16 PM : Outperform Start Price: $11.39 SZYM Score: -8.00

The company is flexible enough to know that they are bringing oils to the market and their focus on oils for cosmetics is an excellent use of their expertise. This along with securing a large contract recently indicates to me that sustainable oil from algae does not have to be used in vehicles. They are focusing on highly profitable niches until they can develop economies of scale for vehicle oils.

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