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Muddy Waters vs. Danimer Scientific

Danimer Scientific · DNMR

1 deck published between 2021-09-15 and 2021-09-15 — 20 pages, 20 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-09-15 initial thesis

    2021 09 MW_DNMR_09152021

    20pp · research_note

    DNMR is a post-SPAC bioplastics story whose 'sold-out' demand, $200M take-or-pay contracts, and $1 trillion TAM are misrepresentations — actual utilization is ~28% and Novomer is a Hail Mary.