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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..
Disruptive technology just about to be commercialized. Strong partners already signed up and committed.
Speculative CAPS play here on a big disappointing quarter. I have seen some of the food products & they are pretty cool.
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.
Intellectual Property advantage
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.
This company's Brazil affiliate will use sugar/algae generated diesel fuel. If they can produce it cheaper (suagar and algae are cheaper), it may well replace oil for diesel in Europe.
Ramping production, market under appreciates this biotech's potential game changing renewable energy solutions. Starting up production will be challenging and I expect volatility for the next several years.
There's a growing mistrust of the food and cosmetics industries in terms of the harmful chemicals and allergens that we are finding used within them. (Consider the movements afoot to demand GMO labeling.) Add to that the same concern for the environment and the burning of fossil fuels. Although SZYM isn't currently developing a supply of energy friendly, sustainable fuel they have the platform to do so were the economic winds to shift in that direction. Of course we are talking a look way down the road of possibilities. If they are able to get this first stage of development in their partnership with Unilever off the ground it seems the sky could be the limit. It would say something about their ability to bring a product to market collaboratively, an ability that has been untested up til now. Looking at every day realities there are all kinds of snags that could slow down the process, if not throw it off track completely. I believe that Brazil is subject to volatile inflationary pressures and a government that will assure Brazil's economy is protected even if that means foreign investment there suffers. (Of course that is better for everyone in the long run but can make trouble in the short run, especially if SZYM is trying to coordinate delivery dates.) (Please correct me if I'm wrong.) Also not being clear on the details of what ended the relationship with the French company that was in process to cooperatively actualize a product could cause an investor to be a bit nervous. I know what they said the reason was, but was there something else we don't know. And, if there was something, could that something else turn up in this Unilever deal. As of now I have only 100 shares of SZYM, but looking to add more with the next pull back.
Short. Feelgood renewable oils company loses more and more as they sell more.
Increased production capacity over the next few years
SZYM will not be able to economically mass produce fuel and other products will not be able to compensate for this.
Today's news creates a buying opportunity.
Conversion of existing carbon based feed stock into usable oils is a genius application. This can revolutionize several industries: food, cosmetics, energy. They look like they are at the low point of their S curve and have the relationships going to put them on the steep grade up to technological and business success quite soon.
Profits are supposed to come online early 2014. Right now this company is making all the right choices and I think the potential here is huge when commercial production ramps up.
SZYM is a renewable oil and bioproduct Co. that transforms a range of low -cost plant based sugars into high-value oils based in south San Francisco renewablle products can replace or enhance oils derived from the worlds three existing sources also has strong balance sheet
These oils will change our world.
The stock has just moved up 15% in the last 2 weeks however I believe this is under the radar and is an oil play as we have seen prices rise this company creates rapid algae which oil comes from and they use it with special chemical companies and a niche player in their industry
This is a stock that will benefit from the energy mix of the future with its innovative, forward-looking technologies. At today's price, it's a steal.
I like the promise and potential in green energy and oil based consumer products for this one. Will be rocky in the short term though
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