Key takeaways from Amyris' 2Q22 earnings

Investment case intact, liquidity concerns off the table

This was a very unusual earnings release. Instead of using it as an acceleration for it’s race to zero, Amyris stock actually ignited some fireworks in anticipation and the aftermath of the earnings report.

If you include the day before earnings into the picture (which oddly is often more relevant than the actual earnings day in determining the short to …