Danimer Scientific (NYSE: DNMR)
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What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.13 March
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Danimer Scientific: Are vegetable based bioplastics the solution?
This episode focuses on Danimer Scientific, which was founded in 2004 and in 2007 purchased Procter & Gamble’s intellectual property on PHA technology. PHAs or Polyhydroxyalkanoates (let’s just go with PHAs) are polyesters produced by microorganisms.11 March
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General
Uncovered: Danimer Scientific (NYSE: DNMR)
We uncover Danimer Scientific, an American biotechnology company working to replace fossil-fuel based plastics with vegetable based bioplastics.10th Mar, 2023