TMFBlacknGold

Maxx Chatsko

Pittsburgh is my base of operations. While I like to concentrate my investing efforts in companies that are contributing to the bioeconomy -- industrial biotech, biotech crops, biopharmaceuticals -- I'm open to any growth opportunity that emerges. I take a rigorous approach to research and logic to find the relatively few great companies worth owning for the long haul, although I'll take smaller positions with more speculative companies from time to time. Take a walk over to SynBioBeta if you're interested in learning more about the synthetic biology industry and the game-changing startups disrupting the status quo.

TMFBlacknGold’s Activity

Yesterday

NL

Article

TMFBlacknGold published an article 11:15 AM

Amyris Is Giving the "Hippie Perfume Molecule" a Synthetic Biology Makeover

For the first time in history, patchouli oil will be produced by yeast instead of a plant. Can Amyris cash in on the opportunity?

Sun Apr 20

NL

Article

TMFBlacknGold published an article 2:45 PM

Will Vertical Farming Kill Monsanto Company and Help Whole Foods Market?

If the world could produce food in vertical farms, then it would no longer need genetically modified seeds. Right? Actually, new production systems could spur growth for organic food producers such as Whole Foods Market and biotech crop producers [more]

NL

Article

TMFBlacknGold published an article 1:03 PM

Solazyme and Amyris Can Cut Energy Consumption Without Producing a Drop of Fuel

Don't label Solazyme and Amyris failures for not pursuing renewable fuels right away -- they can do much more to reduce energy consumption with other products.

Thu Apr 17

NL

Article

TMFBlacknGold published an article 2:51 PM

Can Biodiesel Investments Survive Without the Blender's Tax Credit?

Many people generally assume that renewable energy would be dead without government subsidies. So, how will biodiesel companies fare without an important tax credit in 2014?

NL

Article

TMFBlacknGold published an article 11:00 AM

Can Natural Gas Help Intrexon Take the Lead in Isobutanol Development?

Synthetic biology is tackling low-cost natural gas as a feedstock for chemical production. What are the risks associated with such an approach?

Wed Apr 16

NL

Article

TMFBlacknGold published an article 4:49 PM

Is Monsanto Company Wrong About Pest Resistance?

Next generation products from Monsanto for reducing and diluting pest resistance may be able to ease concerns about Bt resistance, but concerned scientists are not so sure.

NL

Article

TMFBlacknGold published an article 2:07 PM

Is Wall Street Still a Liability for Solazyme Investors?

Optimism surrounds Solazyme, and rightfully so, but Wall Street analysts should not be your sole source of information.

NL

Article

TMFBlacknGold published an article 12:45 PM

The World's Leading Tire Manufacturers Are Turning to Synthetic Biology -- But Not for the Reason Yo

Forget sustainability -- 13 of the world's leading tire manufacturers are eyeing Amyris' synthetic biology platform for a completely different reason.

Tue Apr 15

NL

Article

TMFBlacknGold published an article 4:28 PM

Can Autodesk and Organovo Bring Tissue Engineering to a Hospital Near You?

New light is shed on a forgotten collaboration between Autodesk and Organovo to inject predictability into the design of living systems.

Fri Apr 11

Caps Pick

TMFBlacknGold made a pick in CAPS. 1:27 PM

AMYRIS INC COM (AMRS) will Outperform the S&P 500

Caps Pick

TMFBlacknGold made a pick in CAPS. 1:27 PM

Solazyme (SZYM) will Outperform the S&P 500

Caps Pick

TMFBlacknGold made a pick in CAPS. 1:26 PM

ZIOPHARM Oncology (ZIOP) will Outperform the S&P 500

Fri Mar 28

Article Comment

TMFBlacknGold commented on an article. 2:57 PM

What Should Investors Think About Solazyme's Debt Offering and Manufacturing Plans?

@ecreature

The pricing has since been announced, and Solazyme believes it can raise net proceeds of $143.5 million from the notes (assuming over allotment) and $59.3 million from the common stock sale (assuming

[more]

Thu Mar 27

Article Comment

TMFBlacknGold commented on an article. 4:15 PM

Facebook, King, and the Worsening Environment for Small Tech Investors

Tim,

Excellent stuff! Although, I don't think VCs complain about using the IPO card as a "last resort ". There are certainly bigger immediate gains from an acquisition, but we can both name worse

[more]

Article Comment

TMFBlacknGold commented on an article. 4:05 PM

What Should Investors Think About Solazyme's Debt Offering and Manufacturing Plans?

@blizz83

First, I stated that the debt offering and Moema were not connected. Not sure why that ruffled your feathers for your first comment.

Second, I don't think all $180 million will go

[more]

Article Comment

TMFBlacknGold commented on an article. 12:44 PM

What Should Investors Think About Solazyme's Debt Offering and Manufacturing Plans?

@blizz83

"you don't need to 'float' ideas"

Assuming the company just raised $180+ million to commercialize a single product line seems like a floated idea to me...

[more]

Article Comment

TMFBlacknGold commented on an article. 11:59 AM

Why Solazyme Inc's Shares Fell Flat Today

@wesl8n

Perhaps the $11 per share figure was necessary to secure the 5% rate (the notes in the previous offering carry 6%). Not an expert on how debt financings work, but that is one plausible reason.

[more]

NL

Article

TMFBlacknGold published an article 9:04 AM

What Should Investors Think About Solazyme's Debt Offering and Manufacturing Plans?

Does the recent debt offering mean Moema is delayed? Not so fast!

Wed Mar 26

CAPS Underperform Pitch Reply

TMFBlacknGold commented on TMFBlacknGold's pitch for WDAY. 1:32 PM

Now has ~$600 million in shareholders' equity, but, like many tech companies, loses more money as revenue grows. Good luck with that when the market loses its unapologetic appetite for risk.

Wed Mar 19

Caps Pick

TMFBlacknGold made a pick in CAPS. 10:36 AM

Zoetis (ZTS) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 98.96
Player Rank 776 out of 74859
Score 2722.93
Score Change Today +19.12
Accuracy 66.67%
Active Picks 77
Total Picks 596
Best Pick ASYS (+156.28)
Worst Pick ICPT (-670.59)
Average Score per Pick 4.58
Charms Earned 12
Highest Rated Favorite LarryRicardo
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