Thread by @RiskRewardCap, The next industrial revolution is already here $AMRS DD Thread Synthetic Biology [...]

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">The next industrial revolution is already here

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">

$AMRS DD Thread

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧬" title="DNA" aria-label="Emoji: DNA">Synthetic Biology

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">$4 Trillion TAM

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">$177M Q1 revenue (500% YOY)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">91% Q1 GM

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤏" title="Kneifende Hand" aria-label="Emoji: Kneifende Hand">$3.1B valuation

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧴" title="Lotion bottle" aria-label="Emoji: Lotion bottle">Unique lab-to-consumer play

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⏳" title="Sanduhr mit fließendem Sand" aria-label="Emoji: Sanduhr mit fließendem Sand">Business model uses IP and brands to generate long term revenue

Lets go!

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤷‍♂️" title="Achselzuckender Mann" aria-label="Emoji: Achselzuckender Mann">What does $AMRS do

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤷‍♂️" title="Achselzuckender Mann" aria-label="Emoji: Achselzuckender Mann">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧫" title="Petri dish" aria-label="Emoji: Petri dish">Amyris is a synthetic biology company that owns consumer brands and supplies sustainable and natural ingredients

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">AMRS has a Lab-to-market platform to engineer, manufacture and market high performance, natural and sustainably sourced products.

What does $AMRS dohttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤷‍♂️" title="Achselzuckender Mann" aria-label="Emoji: Achselzuckender Mann">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧫" title="Petri dish" aria-label="Emoji: Petri dish">Amyris is a synthetic biology company that owns consumer brands and supplies sustainable and natural ingredientshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">AMRS has a Lab-to-market platform to engineer, manufacture and market high performance, natural and sustainably sourced products." title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤷‍♂️" title="Achselzuckender Mann" aria-label="Emoji: Achselzuckender Mann">What does $AMRS dohttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤷‍♂️" title="Achselzuckender Mann" aria-label="Emoji: Achselzuckender Mann">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧫" title="Petri dish" aria-label="Emoji: Petri dish">Amyris is a synthetic biology company that owns consumer brands and supplies sustainable and natural ingredientshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">AMRS has a Lab-to-market platform to engineer, manufacture and market high performance, natural and sustainably sourced products." class="img-responsive" style="max-width:100%;"/>

Lets Define

https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">Synthetic biology: Engineering organisms to develop new abilities

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">$AMRS engineers yeast to create a roster of molecules

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">Molecules can be used as ingredients for everything from cosmetic products to sweeteners and cannabinoids

Following so far? Good

https://abs.twimg.com/emoji/v2/... draggable="false" alt="😎" title="Lächelndes Gesicht mit Sonnenbrille" aria-label="Emoji: Lächelndes Gesicht mit Sonnenbrille">

Why is this the next industrial revolution?

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Moore’s law type progress: Molecule production now <1 year, compared 5 prev, and getting lower

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Cost: $AMRS& #39; Squalane for eg. is 1/3 traditional cost

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Global sustainability tailwinds

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Greater purity control = Synthetic > Sourced

Why is this the next industrial revolution? https://abs.twimg.com/emoji/v2/... draggable=

Moore’s law type progress: Molecule production now <1 year, compared 5 prev, and getting lowerhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Cost: $AMRS& #39; Squalane for eg. is 1/3 traditional cost https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Global sustainability tailwindshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Greater purity control = Synthetic > Sourced" title="Why is this the next industrial revolution? https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Moore’s law type progress: Molecule production now <1 year, compared 5 prev, and getting lowerhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Cost: $AMRS& #39; Squalane for eg. is 1/3 traditional cost https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Global sustainability tailwindshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟢" title="Grüner Kreis" aria-label="Emoji: Grüner Kreis">Greater purity control = Synthetic > Sourced" class="img-responsive" style="max-width:100%;"/>

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💼" title="Aktenkoffer" aria-label="Emoji: Aktenkoffer">The $AMRS business model

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💼" title="Aktenkoffer" aria-label="Emoji: Aktenkoffer">

$AMRS has a lab-to-market platform

https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Engineer microbes to ‘create’ molecules that can be used as ingredients

https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">These ingredients are manufactured at industrial scale

https://abs.twimg.com/emoji/v2/... draggable="false" alt="3⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3">$AMRS sells these ingredients through partnerships and consumer brands

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">$AMRS has 2 revenue models

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Enter a supply partnership w/ MNCs (Ingredion), $AMRS receives licensing fees & profit share on sales. See below

https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">$AMRS also develops their own consumer brands like Biossance. They market and sell products directly to retailers and consumers

A challenging business model; but worth it if successful

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal">Challenging: R&D, supply and brand mgmt all at once is difficult in terms of resource allocation and focus

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🥇" title="Goldmedaille" aria-label="Emoji: Goldmedaille">But if executed well, $AMRS has control over supply and demand. They reap all cost savings and revenue rewards

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> $AMRS has a massive TAM

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">Melo (CEO) stated that 1/3 of us already consume a product with an $AMRS molecule

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌐" title="Weltkugel mit Längengraden" aria-label="Emoji: Weltkugel mit Längengraden">Already serves a $257B TAM (Beauty, Flavors, Fragrance, Sweeteners)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌐" title="Weltkugel mit Längengraden" aria-label="Emoji: Weltkugel mit Längengraden">Could unlock a greater TAM for global chemicals of $4T

$AMRS is currently valued at $3.1B

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟨" title="Gelbes Quadrat" aria-label="Emoji: Gelbes Quadrat">Disclaimer

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟨" title="Gelbes Quadrat" aria-label="Emoji: Gelbes Quadrat">

If you’ve read this far, know that I will not be able to include every piece of $AMRS insight into this thread

This is a summary of what I think is important

If you think something new needs to be highlighted, comment at the end

Got that, ok now lets move on

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌲" title="Immergrüner Baum" aria-label="Emoji: Immergrüner Baum">Brands live longer than IP

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌲" title="Immergrüner Baum" aria-label="Emoji: Immergrüner Baum">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">$AMRS believes the consumer business is more rewarding than their licensing side

https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">The numbers dont lie (excl. One-offs, Consumer & Ingredients rev accounted for 85% of underlying revenue in Q1)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">$AMRS can truly go to a Lab to Consumer model

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">Consumer brands are high profile

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">

$AMRS brands include: Biossance, Pipette, Purecane

Exciting new brands include: Clean Beauty Collaborative with Rosie Huntington-Whiteley; and a new hair brand with Queereye’s Jonathan Van Ness

Amrys is going for the consumer jugular here

Consumer brands are high profilehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein"> $AMRS brands include: Biossance, Pipette, PurecaneExciting new brands include: Clean Beauty Collaborative with Rosie Huntington-Whiteley; and a new hair brand with Queereye’s Jonathan Van NessAmrys is going for the consumer jugular here" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">Consumer brands are high profilehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein"> $AMRS brands include: Biossance, Pipette, PurecaneExciting new brands include: Clean Beauty Collaborative with Rosie Huntington-Whiteley; and a new hair brand with Queereye’s Jonathan Van NessAmrys is going for the consumer jugular here" class="img-responsive" style="max-width:100%;"/>

Consumer brands is $AMRS hedge on its tech stack

Syn-bio is innovating and right now the competition is in the tech stack

$AMRS is pushing its commercial headstart into consumer ownership

If a competitor develops better tech, Amyris has hedged this by owning downstream demand

Interlude: Follow or give a like if you appreciate this DD

@riskrewardcap

What you can expect:

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">DD on strong risk-reward opportunities

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">Applying my experience as a Strategist to analyse growth models

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">Updates, stock commentary and changes to thesis

Ok, back to work

https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

Q1 financials and guidance

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">$176.9M total reported rev (507% YOY)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">$33M underlying rev (excl. A one-off payment)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">91% GM (underlying GM 52%)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">$103M (Adjusted EBITDA)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">Debt lowered by $94M YOY

2021 Guidance

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">$400M total revenue

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">Positive full year adjusted EBITDA

Q1 financials and guidancehttps://abs.twimg.com/emoji/v2/... draggable=

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔻" title="Nach unten zeigendes rotes Dreieck" aria-label="Emoji: Nach unten zeigendes rotes Dreieck">But the stock plunged after earnings

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔻" title="Nach unten zeigendes rotes Dreieck" aria-label="Emoji: Nach unten zeigendes rotes Dreieck">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">GAAP net earnings affected by -$377 million of unfavourable non-cash mark-to-market adjustments related to changes in the fair value of debt and derivatives

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A better way of explaining this is in the image below

Credit SeekingAlpha

But the stock plunged after earningshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔻" title="Nach unten zeigendes rotes Dreieck" aria-label="Emoji: Nach unten zeigendes rotes Dreieck">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">GAAP net earnings affected by -$377 million of unfavourable non-cash mark-to-market adjustments related to changes in the fair value of debt and derivativeshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A better way of explaining this is in the image belowCredit SeekingAlpha" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔻" title="Nach unten zeigendes rotes Dreieck" aria-label="Emoji: Nach unten zeigendes rotes Dreieck">But the stock plunged after earningshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔻" title="Nach unten zeigendes rotes Dreieck" aria-label="Emoji: Nach unten zeigendes rotes Dreieck">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">GAAP net earnings affected by -$377 million of unfavourable non-cash mark-to-market adjustments related to changes in the fair value of debt and derivativeshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A better way of explaining this is in the image belowCredit SeekingAlpha" class="img-responsive" style="max-width:100%;"/>

Investing in $AMRS is not without risks

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">Amyris is facing a lawsuit from a partner. See response below

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A rough history of pivoting through dead-ends ranging from malaria treatments to renewable fuels

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">Anecdotally, retail holders have claimed CEO ‘overreaches’ on targets

Investing in $AMRS is not without riskshttps://abs.twimg.com/emoji/v2/... draggable=

Amyris is facing a lawsuit from a partner. See response belowhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A rough history of pivoting through dead-ends ranging from malaria treatments to renewable fuelshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">Anecdotally, retail holders have claimed CEO ‘overreaches’ on targets" title="Investing in $AMRS is not without riskshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">Amyris is facing a lawsuit from a partner. See response belowhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">A rough history of pivoting through dead-ends ranging from malaria treatments to renewable fuelshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🟡" title="Gelber Kreis" aria-label="Emoji: Gelber Kreis">Anecdotally, retail holders have claimed CEO ‘overreaches’ on targets" class="img-responsive" style="max-width:100%;"/>

The bear case for $AMRS

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🐻" title="Bärengesicht" aria-label="Emoji: Bärengesicht">Tech stack might not be as good as other competitors

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🐻" title="Bärengesicht" aria-label="Emoji: Bärengesicht">Checkered past of difficulty in finding proper commercialisation use cases

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🐻" title="Bärengesicht" aria-label="Emoji: Bärengesicht">Challenging to break traditional ingredient sourcing industry unless Amyris really has cost, purity, trust advantages

The bull case for $AMRS

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">$4T global chemicals TAM

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">Consumer brand ownership to hedge tech

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">Cheaper and purer than traditional manufacturing

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">Able to enter a large number of sectors such as pharma and industrial materials

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">Multiple long term revenue streams & good margins

$AMRS business model: its greatest risk and strength

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal">Risk: Focus and business prioritisation

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔑" title="Schlüssel" aria-label="Emoji: Schlüssel">Company needs to perform smart decision-making all the way from R&D to sales and marketing

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">However within lies the biggest reward: a true lab-to-consumer play

$AMRS business model: its greatest risk and strengthhttps://abs.twimg.com/emoji/v2/... draggable=

Risk: Focus and business prioritisationhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔑" title="Schlüssel" aria-label="Emoji: Schlüssel">Company needs to perform smart decision-making all the way from R&D to sales and marketinghttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">However within lies the biggest reward: a true lab-to-consumer play" title=" $AMRS business model: its greatest risk and strengthhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal">Risk: Focus and business prioritisationhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔑" title="Schlüssel" aria-label="Emoji: Schlüssel">Company needs to perform smart decision-making all the way from R&D to sales and marketinghttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">However within lies the biggest reward: a true lab-to-consumer play" class="img-responsive" style="max-width:100%;"/>

$AMRS has a commercialisation headstart against competitors

$ZY ($4b): only 1 product in market; no product sales revenue ( $AMRS 13 ingredients in market)

Ginkgo $SRNG ($20B): great company with disruptive tech and IP business model but no room for error with that valuation

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚖️" title="Waage" aria-label="Emoji: Waage">Weighing the risk/reward model

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚖️" title="Waage" aria-label="Emoji: Waage">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal">Risk: If execution is not consistent and leadership cannot balance focus on R&D, brands, tech, IP

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">Upside: competitors are behind, tech is proven, recurring revenue models work

If executed well, this small cap will grow exponentially

My personal play

Don’t fight the (bear) trend in growth stocks, I fully expect prices to fall further

I have a starter position; will DCA in planned tranches

If the market cap falls to $2B I am buying with both hands

I am just a voice on Twitter, please do your own DD

Conclusion: Why invest in $AMRS

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $AMRS is a leader in a game-changing sector

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">Lab-to-Consumer play could be a masterstroke

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">IP + Brands approach can build a long term moat

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">If $AMRS executes successfully, its valuation should match the $4T TAM it aims to conquer

Trade safe

Latest Threads Unrolled: