Story Stock Syndrome: Biobased companies fight investor disbelief

With every step towards commercialization, early-stage companies find the skeptics, ironically, piling up. Why, and what can be done about it?

faith.pngThere’s been an awful lot of coverage of what analysts term “early-stage multiple compression” among renewables stocks, of late. That’s analyst-speak for situations where prices are in free-fall even when the fundamentals such as discounted cash flow, earnings and revenues are not.

On the other hand, perceptions of a sector in a retreat that has something in common with Napoleon’s withdrawal from Russia – well, those may be perceptions rather than realities, especially for investors who took a balanced approach to investing in the renewables sector.

…Full text: www.biofuelsdigest.com/biobased/2012/11/07/story-stock-syndrome-biobased-companies-fight-investor-disbelief/

Tags: scale-up, risk-averse market, shareholders, EBITDA, cash loss, cash burn, 2013 Renewable Volume Obligation, downward drift, biomaterials, capacity reduction, renewables investors

Source

BiofuelsDigest, 2012-11-07.

Supplier

Amyris
Cargill, Inc.
Cowen & Company
DSM
Edeniq
Gevo Inc.
KiOR, Inc.
Metabolix
Pacific Ethanol
Renewable Energy Group (REG)
Tate & Lyle
TerraVia
Tortuga
Total

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