Category: The Business Case

Time is king for renewable fuels, in the Valley of Disbelief

Is there a bump for renewable fuels equities when they cross the “2 years to profitability” mark? We look beyond the Valley of Death and into the Valley of Disbelief. In Biofuels Digest this week, we introduced the idea that, after negotiating the Valley of Death, high-tech (including biofuels companies) enter the Valley of Disbelief, [...]

May 22, 2013 More

BioAmber, Metabolix, Neste Oil, Total, Global Clean Energy, Sacom, BASF, and Eni added to Biofuels Digest Index

Biofuels Digest Index adds 8, grows to 36 companies, expands roster of renewable chemicals and drop-in fuels players. In Florida, Biofuels Digest announced that it has added BioAmber, Metabolix, Neste Oil, Total, Global Clean Energy, Sacom, BASF, and Eni to the Biofuels Digest Index. The overall Index now stands at 36 companies with the new [...]

May 15, 2013 More

BioAmber’s IPO: A test-case for industrial biotech, creative financing, and the JOBS Act

More than BioAmber’s value model is being tested in the latest industrial biotech IPO. The role of creative financing — and the new role that the JOBS Act will play in driving finance into growth companies, is also undergoing a key test. Is it all working? In Canada, BioAmber has reduced the proposed price range [...]

May 8, 2013 More

Amyris reports loss of $32.6M on sales of $7.9M for Q1 2013

In California, Amyris reported revenues for Q1 2013 of $7.9 million, and a net loss of $32.6 million ($0.44 per share) compared to a loss of $94.5 million ($1.88 per share) in the comparable quarter of 2012. The Company’s balance of cash, cash equivalents and marketable securities at the end of the first quarter was [...]

May 1, 2013 More

Gevo reports loss of $18.4M on sales of 3.5M for Q1 2013

In Colorado, Gevo reported revenues for Q1 2013 of $3.5 million, and a net loss of $18.4 million compared to a loss of $19.3 million in the comparable quarter of 2012. The Company’s balance of cash, cash equivalents and marketable securities at the end of the first quarter was 54.1 million, and the company filed [...]

May 1, 2013 More

GPRE reports net income of $2.6 million for Q1 2013

  In Nebraska, Green Plains Renewable Energy reported net income for Q1 2013 was $2.6 million, compared to a loss of $12.7 million in Q1 2012. Revenues were $765.5 million for the first quarter of 2013 compared to $775.4 million for the same period in 2012. “We achieved a significant improvement in our financial performance [...]

May 1, 2013 More

Earnings Call: DuPont shares take off – what’s up?

If you follow the market, or the Biofuels Digest Index yesterday, you will have noticed that shares in DuPont took off yesterday following release of Q1 earnings — a 4 percent jump in all — adding more than a billion in market cap to the industrial giant. What happened? What do results now mean for [...]

April 24, 2013 More

Biofuels Digest’s 3-Minute Guide to the EIA Energy Outlook

Eager to understand the bio investor impact from the EIA Short-Term Energy Outlook – but not crazy about reading 46 pages of dense text and graphics? Our 3-Minute Guide can help. Those who salivate for the EIA’s short-term energy outlook as we head into the crucial summer driving season need wait no longer. The report [...]

April 10, 2013 More

Is small-scale, distributed ethanol production for you?

Blume Distillation closes $2.2 million Series A financing round If you have followed the career of David Blume from ethanol to The International Institute for Ecological Agriculture and back again, including his entertaining 2007 opus Alcohol Can Be a Gas!  — you may be mildly surprised but not astonished to learn that his company Blume [...]

April 3, 2013 More

Time for investors to revisit jatropha?

SGB on track for 5.5 metric tons of Jatropha in India. “Has far surpassed anything we have previously seen with the crop,” says Biodiesel Association of India. Time to revisit the wonder crop? If you invested money in D1 Oils, you’ll remember jatropha, all right. It was the “wonder crop” of the mid-2000s that became [...]

March 27, 2013 More