Amyris’ convertible bond - implications for the stock
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Amyris Investment Case
I have moved this blog to Substack . Please check it out and consider subscribing if you like what you read.
Thanks for your continued outstanding work here. Please consider creating a Reddit account and posting this on there. It's the main place for really good DD on the company. (I just posted your original article there, btw.) You'll find many like minded and sophisticated investors and scientists there and I guarantee some great discussions.
ReplyDeleteWhat would it take for you to consider that your thesis here is wrong and that you should sell?
Thank you, Guy. I tried posting it on Reddit, but for some reason it never showed up after posting without any explanation by the mods. Thank you for posting it for me. You also recommended SA, which I do not like so much because of the editors. Currently experimenting with this Blog format, but I am open to try out different platforms going forward. In terms of AMRS, I think in the coming years, they will need to prove that they can get the cash burn and shareholder dilution under control. If margins don't improve with scale in the coming 1-2y, it would start making me nervous.
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