Suggestions for a speculative punt?

BrockStoker

For anyone interested in Amyris, the following analysis from In The Ruff Research is a must read - very thorough, and frequently/recently updated: https://seekingalpha.com/article/4504765-amyris-update-building-value-one-brick-at-time

Some key points from it:

- 150% consumer product growth in sales forecast over the next year(keeping in mind management are under no illusions that they can continue to over promise/under-deliver).

- 12 brands wholly owned, and current record holder for "fastest ever growing brand" according to a major retailer.

- Ability to raise cash through sales or deals without diluting shareholders

Most of Amyris's revenue currently comes from beauty products, which are traditionally resilient against recession (search "the lipstick effect"), so any worries of a recession derailing Amyris are not warranted IMHO. On top of what should be a fast growing/resilient business, Amyris has many wild-cards that might come into play, and cause it to sky-rocket - some molecules are extremely desirable but difficult to obtain, however Amyris can produce them for minimal cost/environmental impact. It's win win for everyone.

adindas

War in Ukraine has effected the global food supply. Global Food shortage might push up Inflation.

https://uk.finance.yahoo.com/news/world-faces-unprecedented-wave-hunger-172551003.html

"Matthew Hollingworth, the UN World Food Programme’s coordinator in Ukraine, said that the world now faced “an unprecedented crisis, an era-defining crisis”.

“It’s enormous. Food-insecure populations simply will not be able to afford their staple diet, which for many people is bread,” he said."

Ukraine is one of the largest Global Wheat producers

https://en.wikipedia.org/wiki/International_wheat_production_statistics

Thrugelmir

adindas said:

Thrugelmir said:

adindas said:

S&P500 is officially already in bear Market today May 20, 2022 down to 20.7% below its January record.

https://www.cnbc.com/2022/05/19/stock-market-futures-open-to-close-news.html

https://www.foxbusiness.com/markets/sp500-stocks-bear-market-nasdaq-recession

NASDAQ is already in bear Market since March 2022

There's a universe of investments outside the USA,,,,,,,,

Bear market in the US will have global impact due to the size of US stock Markets.

Many companies listed in NASDAQ composite are global companies.

It also includes many foreign stocks listed as American depositary receipts (ADRs).

I've traded sucessfully for many years without the need to become US obsessed. 

BrockStoker

adindas said:

War in Ukraine has effected the global food supply. Global Food shortage might push up Inflation.

https://uk.finance.yahoo.com/news/world-faces-unprecedented-wave-hunger-172551003.html

"Matthew Hollingworth, the UN World Food Programme’s coordinator in Ukraine, said that the world now faced “an unprecedented crisis, an era-defining crisis”.

“It’s enormous. Food-insecure populations simply will not be able to afford their staple diet, which for many people is bread,” he said."

Ukraine is one of the largest Global Wheat producers

https://en.wikipedia.org/wiki/International_wheat_production_statistics

To make matters worse, monkey pox could be the next pandemic. Looks like markets are going to stay volatile for a while yet.