- Amyris' cash burn is currently high and their balance sheet weak, placing them in a vulnerable position as sentiment deteriorates.
- The business continues to expand rapidly, but margin improvements have stalled as investments have increased and supply constraints have elevated costs.
- Amyris stock is trading below liquidation value and to a large extent the share price is now a question of agency costs.
- If management act in the best interest of existing shareholders AMRS stock should perform well going forward.
For further details see:
Amyris: A Question Of Agency Costs