Leuk artikel op Seeking Alpha over Solazyme / TerraVia. Enkele fragmenten daaruit:
Solazyme TerraVia: A Look At The Stock In The Midst Of A Powerful Rally
Mar. 23, 2016 3:00 AM ET|17 comments | About: Solazyme Inc. (SZYM)
Arthur Frentzel Arthur Frentzel
Long only, long-term horizon, small-cap, special situations
Following several announcements and Q4 results, the shares of Solazyme/Terra Via have rallied impressively.
A company name change to TerraVia has been received positively by investors and the name change alone should help power the shares higher.
The company is positioned well for an impending "sea change" in the food ingredients industry.
Beyond current fundamentals, the stock is positioned for further upside.
Even with the long history of investments and losses, Solazyme, now known as TerraVia, maintains a relatively low number of shares outstanding at 82 million, with a current market cap of $224 million (3/21/16). Shares will likely be diluted further with the convertible debt and the possibility remains that another secondary issue could be consummated, but the fact remains that, compared to the opportunity, SZYM trades at a low valuation relative to the opportunity and could offer outsized returns from its current price near $2.70 per share.
For now, the news and momentum in Solazyme/TerraVia is with the bulls. The momentum appears to be powerful enough to cause a sell side participant (not willing to hold on for decades) to not be on the short side in the next several days or weeks. While the shares of SZYM remain extremely risky, patient long-term investors are likely to profit in the coming years and decades.