Insiders Top Buys: Amyris Inc.

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Aug 07, 2015

The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying from “$500,000+” and Duration to "July 2015."

According to the above filters, the following are the recent buys from company insiders over the past week:

On July 29, three insiders has bought a total of 73,049,050 shares of Amyris Inc (AMRS) with a total cost of $158,994,400. Philippe Boisseau who is director, 10% owner and Total Energies Nouvelles Activ, which is director by deputization, closed the buy with an average price of $2.27, while John L. Doerr, who is director of the company, bought shares with an average price of $1.56. The first two insiders are now facing a loss of 26.9% while Doerr is having a gain of 6.40% since the price of the stock is now $1.66.

The company has an institutional ownership of 32% and an insider ownership of 5%.

The price of AMRS has dropped by 56% during the last 12 months and is trading with a P/S ratio of 4.07. The company has negative returns with ROA -27.90% and a weak financial strength rated 5/10 with a cash to debt of 0.19 that is ranked lower than 77% of other companies in the Global Specialty Chemicals industry which has an average ratio of 0.60.

At the end of July, the company announced that had successfully signed the final agreement for the conversion and restructuring of about $175 million of debt, with the aim to convert them to Amyris common stock.

"Amyris' proven synthetic biology technology platform has demonstrated its truly unique ability to disrupt existing markets, and at the same time shape a more sustainable world through the creation of high-performance renewable products," said John Doerr of Kleiner Perkins Caufield & Byers. "This game-changing technology combined with Amyris' industrial-scale production, has proven its potential to deliver unique value to its customers seeking innovative solutions to their supply and pricing problems in a variety of market sectors," continued Doerr. "Amyris is at the forefront of applying industrial biotechnology to be disruptive in industrial, personal care and health care markets."

The company is not held by any guru. Paul Tudor Jones (Trades, Portfolio) sold out its takes 2 years ago, with a loss of 40%.

On July 28, P2 Capital Partners, LLC which is 10% owner of UTi Worldwide Inc (UTIW) has bought 875,000 shares of the company with a total cost of $7,166,250. Since that buy, the price of the stock has declined by 0.40%.

The company has an institutional ownership of 100% and an insider ownership of 4%.

The price of UTIW has dropped by 14% during the last 12 months and is trading with a P/B ratio of 1.91. The company has negative returns with ROA -9.05% and ROE -33.01% and a weak financial strength rated 4/10 with a cash to debt of 0.31 that is ranked lower than 54% of other companies in the Global Integrated Shipping & Logistics industry which has an average ratio of 0.37.

The company has recently opened a new office in Mumbai. “our new Mumbai office supports the integrated approach clients are increasingly seeking from their supply chain partner," said Sameer Khatri, regional vice president, Indian Subcontinent, and managing director, India and he added, “Having our teams work closer together physically enables us to increase coordination of client service, develop integrated solutions, and share expertise, best practices and resources, UTi also benefits from enhanced productivity and from cost reductions by sharing equipment and utilities, allowing us to invest those savings in other client-focused improvements."

The main Guru holding shares of the company is Chase Coleman (Trades, Portfolio) with 4.84% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 3.25% and PRIMECAP Management (Trades, Portfolio) with 2.31%.