Their technology platform (A.I. with fully digitized metabolic pathways of yeast) is now very well developed, Amyris sits at an inflection point in their development. Their new, state-of-the art production facility in Brazil will be completed before the end of this year. Capable of producing around 5 new molecules a year and scaling up the production of these new molecules quickly. Each new molecule capable of disrupting any of a variety of markets. They own multiple brands all in early growth stages. All this combined with the fact that they are largely environmentally friendly and sustainable. Addition of significant talent to their team over the last few years. Oh, and did I forget to mention they got fast-tracked into the Chinese market with Alibaba? John Doerr on the board (You know, the guy Elon Musk wanted on Tesla's board....) There is more, go dig in yourselves.