Ik ben het met je eens, nb, dat je altijd goed moet oppassen voor mistige bedrijven met grote maar loze beloften. Amyris (ik ben op dit bedrijf geattendeerd hier op dit forum) behoort volgens mij niet tot deze categorie. Ik heb inmiddels veel over het bedrijf gelezen, bekijk ook altijd de foto's van het managementteam en hun CV, bedrijven waar ze gewerkt hebben vooral. Dit bedrijf is naar mijn smaak ook zeker geen one-trick-pony (vind ik te risicovol), maar een uitstekend innovatief en veelzijdig bioscience bedrijf.
Ze hebben de laatste tijd meerdere echt goeie deals met ook grotere bedrijven gesloten en lijken, na moeilijke fase, een periode van stevige groei tegemoet te gaan. Een stukje uit hun kwartaalupdate van een paar dagen terug:
EMERYVILLE, Calif., Nov. 02, 2016 (GLOBE NEWSWIRE) -- Amyris, Inc. (Nasdaq:AMRS), the industrial bioscience company, today announced financial results for the third quarter ended September 30, 2016, and posted the highest quarterly revenue in the company's history since exiting ethanol sales and trading.
"We're encouraged by the solid momentum in our business, which led to record revenue for the third quarter," said John Melo, Amyris President & CEO. "We have continued to execute on our business plan to grow our business through collaborations and partnerships, including expansion into the pharmaceutical sector. Our industry leading platform helped us reach a tipping point in demand from some of the leading companies in our target sectors. The combination of the strong growth for our farnesene building block, the new collaborations we are signing and the record number of products in our portfolio that are reaching commercial scale help underpin a very strong fourth quarter and over $200 million of 2017 revenue that we believe is supported by our current business and the remaining collaborations we expect to close in the fourth quarter."
Key Highlights
Other key operating and development highlights during the third quarter and more recently included:
Signed our third collaboration agreement with a "big pharma" partner solidifying our entrance into the biopharma sector. We are now partners with the leading companies in the world for each of the target compounds we are working on.
Executed definitive agreements for a strategic partnership with a global nutraceuticals market leader including expansion to a second nutraceutical market product expected to represent $40-$50 million of incremental annual revenue in 2019, and an unsecured credit facility of $25 million, expected to close in December 2016.
Entered Memorandum of Understanding with a leader in food ingredients and nutraceuticals for a transformative collaboration. Subject to completing definitive agreement - on track for completion by the beginning of December 2016 - Amyris expects to receive a collaboration payment of $10 million along with a partner equity investment of $20 million at $1.40 per share. Initial revenue expectations with this partner beginning in 2017 are $100 million.
Announced major DOE agreement to further the manufacturing of cellulose-derived farnesene for biofuels. This is expected to expand global availability of Amyris's farnesene for a variety of applications. Success in the project could enable farnesene cost below $1 a liter, delivering breakthrough results in a variety of products and unlocking additional market opportunities.
Recently announced that our Biossance skin-care products will be launched in Sephora stores and online beginning in the first quarter of 2017, in line with our plan to introduce Biossance into new, large, distribution channels to drive growth and lower our operating cost.
Signed letter of intent for distribution of Biossance skin care products through leading infomercial and direct selling channel. This anticipated partnership will also fund working capital to support growth of Amyris's consumer business and become key distribution channel for Biossance along with Sephora relationship.
Recently signed term sheet with one of most respected cosmetic ingredient suppliers in the world to establish joint venture for Amyris's Neossance cosmetic ingredients business. This proposed partnership is valuing the business at $40 million and expected to continue supporting the growth and leadership the company has achieved with our proprietary Neossance squalane.
Since September 30, 2016 the Company has closed on financing totaling $16.5 million. Further, management executed an amendment that extends the maturity of the Company's senior secured loans of $28.6 million from the 2017 to 2019, subject to extending maturities of various loans with non-affiliates to 2019 as well. Along with this amendment, restrictive financial covenants have been eliminated as well as the monthly loan amortization.
Bovendien hebben ze een maand terug opnieuw een buy-advies gekregen met een target van $2,80 van Singular Research (in mijn ogen een gedegen partij). Zegt niet alles, ik weet het, maar het maakt het plaatje toch completer. Uiteraard moet iedereen zijn eigen onderzoek doen en risk/reward afweging maken, maar zelf durf ik een postie in dit bedrijf aan te houden, recent zelfs uitgebreid. Het aandeel gaat waarschijnlijk best een volatiele periode tegemoet (al was het maar door de Amerikaanse verkiezingen), dus wellicht niet geschikt voor echt risicomijdende beleggers, maar vooruit, ik ga er voor.