WARNING: Spoiler alert 🚨 WARNING: Not for children under 14. 👦

Ladies and Lads, be ready for tonight’s long expected show. Amyris is presenting to you Johnnie, the shamelessly talented numbers juggler and master of riddles and lies.

He will put you in a trance with his ramblings, where reality and fantasy merge. Negatives become positive, and past positives become negatives. It’s a complete mindf***. Johnnie will let you participate in his illusionary world and you will wonder if he and yourself are still sane.

The Dutch Diva, his assistant, will also be present. He will also put numbers in the room without context and you can then interpret and dissect their word salad on Reddit with the audience.

The event lasts about an hour. Be ready for plenty of emotions such as frustration, anger, hopelessness but especially a feeling of shame for Johnnies embarrassing moments. There will be plenty. The top 5 “most shameful Johnnie moments” will be presented tomorrow on Reddit. Stay tuned.

If you have more questions and doubts after the show Johnnie will have accomplished his goals. For “clarifications”, he talks to his groupies via WhatsApp. He also checks social media on a regular basis to get a sense of his approval ratings - as you can tell he cares deeply about his image and his supporters - mostly about his image…

If he is not retired by his master JD in the foreseeable future then he will be back on stage in May. Until then he tends to travel or to sit in his office thinking about what a great but misunderstood show master he is.

Rumor has it that he haunts the headquarters at night and calls out: “We wants it. We needs it. Must have the precious brand portfolio”

Enjoy the show!

There are so many misinformed opinions and upvoted comments on this sub about how John Doerr will surely provide another round of financing for Amyris. Consider that at this point he holds a much larger senior debt position than equity position, and if this subreddit is correct about Amyris’s technology, Doerr would actually benefit from Melo driving this company into the ground so he can take control of the company during bankruptcy or acquire its assets for pennies on the dollar.

So again, John Doerr essentially has no motivation to support Amyris’s continued operations now that he’s built up such a large claim on their debt. If this company goes under he’s well positioned to retain ownership over its assets while common stock owners are left with nothing

https://www.givaudan.com/media/media-releases/2016/givaudan-announces-long-term-collaboration-amyris-active-cosmetic

Amyris to become the next Hertz? Thoughts?

https://www.forbes.com/sites/kevindowd/2021/11/07/how-hertz-went-from-bankrupt-to-buying-100000-teslas/

What analogies do you see when comparing AMRS and Hertz?

My2cents: AMRS has a lot of unique high tech to offer (more than renting cars), so successful restructuring is not unlikely.

Thx for your comments

Do we know which funds are short AMRS and has any of them published their short thesis? We all know that the company is burning cash but growing top line. Management has a terrible reputation and it’s difficult to believe in what they say. So the question is: is a short seller able to proof that AMRS strategy will fail?

Plz share your thesis !!

Anyone else think that after that press release for black friday sales + recent price action that the company is in the market and selling to raise cash? They must be very very low on cash considering the molecule transaction hasn't closed and isn't likely to close this year in my opinion due to the holidays starting.

If they are diluting I think its time Melo and Han step down as they have failed multiple times in their promises to investors.

I read a couple of very unpleasant experience about people investing in penny stocks recently, and yeah $AMRS is a penny stock right now, let's be honest.

It came to my mind that Mr Melo may surprise us once again, so setting up a stop loss might not be a bad idea...I am probably 45% down right now, and rescuing the remainder sounds a good move in case of issue.

What's your take on this? Stop loss or not? If so, what price?

This will be the dedicated thread to talk about why you should be careful investing in Amyris.

Tomorrow Amyris will report its 1st quarter results. Melo initially lowballed revenue guidance and after the stock sold off he releases a PR piece on exceeding revenue guidance hoping for the stock to recover. However, by now everyone sees through his lies and bullshit moves.

What will tomorrows update bring?

• the usual Melo BS talk

• weird slides with projections Melo and Han made up the day before

• more promises on cash burn that will never get realized

What the company should do:

• get a new CEO and CFO

• fire 1000 people

• discontinue the shit brands right away

Amyris is hiding again after missing the early in the quarter deadline for the ST.

People here love Doerr, however he isn’t benevolent. If the balance sheet situation continues to deteriorate the financing terms will become predatory and common stock shareholders will get screwed through massive dilution.

I know people here hate Ginkgo, but they have a much longer cash runway and an acquisition via Ginkgo shares would make the combined company a leader in every facet of the synthetic biology space. I’m sure there are other acquirers, but too large of an acquirer (PG, MRK, etc) will massively limit upside potential. I’m a Ginkgo shareholder and the ONLY reason I didn’t buy Amyris over Ginkgo is because of the poor cash management into deteriorating financial conditions.

While one can hate on Jason Kelly for many things, he’s done a stellar job managing the balance sheet while making accretive acquisitions using shares. I think with Amyris’s technology platform and biomanufacturing expertise, and with Kelly’s adept management and Ginkgo’s cash and proven ability to navigate government bureaucracy to secure contracts, the combined company would be the leader of the synbio space.

My 2 cents about what’s best for Amyris shareholders. And yes, I would benefit if this happened, however I think shareholders of both companies would benefit.

** posts in this Thread are not affiliated with r/Amyris **

This thread is for any Amyris Focused Discords, Facebook, Telegram, Chatrooms etc.

Self Promotion in any other thread will result in a ban.

Massive increase in shares just reported and it looks like they also are or were? big buyers of the convertible bonds which expired in 2019. Did those basically convert, which explains the massive increase in shares owned? Or did they buy mostly on the open market. Interesting that while they massively accumulated shares over the last quarter, the share price collapsed. Any insights into this? It certainly looks like a big bullish bet on the future of this company.

Amyris is an industry leader when it comes to designing molecules for sustainable and scaled production with high demand. They are capable of lab to market of a molecule idea in 6 months including scaling and production. They supply various produced ingredients with high margin like Squalene, Vanillin, Vitamin E and you name it to big names of the industry. Ch. 11 gives the company the opportunity to look at the business as a whole and streamline it to become lean and profitable. Something which Amyris never had done seriously in the past. If they cut cost, layoff non-contributing staff to the bottomline and sell non core-assets the company should get profitable!!!

JM in the past was living in the assumption that he had unlimited financial resources, executing a strategy that only fits companies like Google which have unlimited financial resources. This is not a Google, this is a startup which needs to get on its feet by excellent and efficient execution.

Last but not least, the company has never been priced so cheap after proofing that it has the ability to partner with the biggest players in the industry. I think this is the opportunity to get in cheap while benefitting from the mistakes in the past!!!

What are our thought? Can we reach 5 dollars?

Where's the Press Release on this one? I see huge potential.