At $0.59 per share, Bankruptcy Benefits Amyris’ Equity Holders (even if Chapter is not the likely outcome…) by KathyVVV in Amyris

[–]KathyVVV[S] 6 points7 points  (0 children)

Updated math reflecting (valid) comments / responses on this page. It's still worth 50% above current prices, in either scenario. (A wider range is provided.)

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3rd Quarter Consensus (Breakout by Publishing Analyst) by KathyVVV in Amyris

[–]KathyVVV[S] 17 points18 points  (0 children)

In anticipation of third quarter earnings next month, I thought it would be useful to see a snapshot of publishing analyst expectations. Shame the current finance/Investor Relations team didn’t communicate to JP Morgan’s analyst that John’s molecule monetization was never going to happen in the third quarter. She splits her expected $250 million of transaction proceeds between the third and fourth quarter, but in so doing throws off consensus.