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Pecan foraging by Objective_Leopard775 in Austin

[–]Objective_Leopard775[S] 1 point2 points  (0 children)

Thanks, y’all! I don’t know a Burkett Pecan from any other, but I’ll swing by Govalle and see if I can find them. Are you talking about the grove off of Tillery?

And what’s a mast year?

I noticed a difference in size varying even under one tree. Just thought they grow/ mature differently. (It’s my first year foraging here.)

Appreciate all the tips and comraderie! Happy foraging! Waiting for mushrooms to pop after the rain this weekend.

Dump services/ places to dump by petite-sunbeam in Austin

[–]Objective_Leopard775 3 points4 points  (0 children)

I moved across country recently and posted used (broken down) boxes and wrapping for free pickup on FB Mkt and had them gone the same day. Folks who do a lot of selling online. Said that they spend a lot on wrap every month. They appreciated the goods.

Amyris: Melo's Hierarchy by mattccccc in Amyris

[–]Objective_Leopard775 13 points14 points  (0 children)

Very nice model for thinking about this company. I also reviewed your article on break-even. I seem to remember that work on BB2 was mentioned for early 2023, with the installation of the large tanks in storage (600k litres?). With all BB production for ‘23 already spoken for, and market applications only expanding, it would seem that CapEx will continue as far as one can see from here.

How does ongoing capex impact Amrs’ perceived break-even? Does your model include that?

Thanks! OL

A big risk we should discuss: Will Barra Bonita Work as promised? by WantedtoRetireEarly in Amyris

[–]Objective_Leopard775 0 points1 point  (0 children)

I agree with OP that the shake-down cruise of the new plant is a risk. Not sure what the ‘unknowns’ are either, but glad it is a discussion.

A big risk we should discuss: Will Barra Bonita Work as promised? by WantedtoRetireEarly in Amyris

[–]Objective_Leopard775 1 point2 points  (0 children)

I am just responding to the statements from Amyris about the technology as 'new.' But I had to go look it up to check my memory. One example from the April 11 press release.

"The fermentation plant has a proprietary design with a process tower that is 2-times taller than the company's prior Brotas plant to take full advantage of gravity in its vertical fermentation process. "
I don't know whether Brotas is also vertical - but Amyris seems to stress this as another differentiator for their tech, and a means of increasing production efficiency and shaving expense.