Update on my journey with Amyris
Cost of growth, risk profile of the pending licensing deal, management credibility and valuation
Disclaimer: I got this company completely wrong this year. Therefore, chances are that I am getting it wrong again now. Markets bottom when we collectively capitulate. This is my personal capitulation with respect to Amyris. Therefore, take my words below with a grain of salt. I will not take offense if you use them as a contra-indicator.
Fallacy Alarm i…
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