@Wiffle1 @arnolddunn He knows the long thesis. Blocks anyone who challenges him as his aim is to control the narrative so that new longs don’t have a chance to wrap their head around it. It’s as simple as a few sentences: Biossance justifies the EV of Amyris putting a floor on the value of the company that grows with the growth of the Biossance brand. All other parts of the business are the 🍒 on top.
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