Neil;
They started Moema plant in May. So I would say they made the decision reasonably fast. It could be alot worse they drag on for another quarter.
I just hope they have had a good assessment of their business and the new strategy is a path forward. The key is how much would be the volume for the high-value, high-margin products. The need to be of reasonable volume to achieve some acceptable economics.
Algavie and Encapso just got started and and take time to develop the market. It is going to be several long quarters before we find out if the strategy is working.
Solazyme underscores the risk of invest in cutting edge technology firms.
-M