James | Slack Capital Research (@slack_capital) 's Twitter Profile
James | Slack Capital Research

@slack_capital

High-impact company reports focused on asymmetric investment opportunities, with a primary focus on commodities, deep technology and breakthrough innovations.

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linkhttp://www.slack-capital.com calendar_today04-05-2021 06:25:18

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Wandering Merchant (@ahduo149) 's Twitter Profile Photo

A NEW ERA IN BIOMANUFACTURING IS HERE. A solution to environmental and economic problems through cell-free AI catalyzed biosynthetic production of a wide range of chemicals, pharmaceuticals, nutraceuticals and even fuels. $EXOZ liebertpub.com/doi/10.1089/ge…

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

Still buzzing from the Thunderstorm Generator demo at Akras Industries this weekend! Cheeky feature at the start youtube.com/shorts/pdMk4Dj…

benenator (@benm1980) 's Twitter Profile Photo

Malcolm Bendall's #ThunderstormGenerator - Live and Uncut Demonstration, with a Control Generator, Live Gas Analysis and links to resources that can help you make or source your own, all in under 4 Minutes...! #Plasmoid technology will change the world. Please share widely!!

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

From eXoZymes recent Investor Presentation $EXOZ - Already scaled to kilogram production - Developing compounds in Nutraceuticals ($500–$5k/kg) and Pharmaceuticals ($5k–$500k+/kg) - NCT Nutraceutical launch planned Q4 2026 - Launching cannabinoid-like molecules very shortly

From <a href="/eXoZymes/">eXoZymes</a> recent Investor Presentation $EXOZ

- Already scaled to kilogram production
- Developing compounds in Nutraceuticals ($500–$5k/kg) and Pharmaceuticals ($5k–$500k+/kg)
- NCT Nutraceutical launch planned Q4 2026
- Launching cannabinoid-like molecules very shortly
James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

From eXoZymes recent investor presentation, their NCT Pharma asset has the potential for a $1B exit in 3-5 years If realised, this could add substantial value to eXoZymes market cap, potentially reaching $5B. On a current valuation of $105M, that presents a life-changing

From <a href="/eXoZymes/">eXoZymes</a> recent investor presentation, their NCT Pharma asset has the potential for a $1B exit in 3-5 years

If realised, this could add substantial value to <a href="/eXoZymes/">eXoZymes</a> market cap, potentially reaching $5B. On a current valuation of $105M, that presents a life-changing
James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

What an ending where Tyler speaks about the next generation of eXoZymes technology! #EXOZ Right now, eXoZymes is building a large library of engineered enzymes and selecting which ones work best for their targeted biocatalysis. In the next generation, as the company's library

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

One of eXoZymes assumed risks is scaling production... Yet the company recently disclosed its platform can already synthesise compounds at KILOGRAM-SCALE THIS IS MASSIVE. Many of their initial targets in nutraceuticals ($500-5,000/kg) and pharmaceuticals ($5,000-500,000/kg)

One of <a href="/eXoZymes/">eXoZymes</a> assumed risks is scaling production... Yet the company recently disclosed its platform can already synthesise compounds at KILOGRAM-SCALE

THIS IS MASSIVE. 

Many of their initial targets in nutraceuticals ($500-5,000/kg) and pharmaceuticals ($5,000-500,000/kg)
James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

NCT as a supportive supplement to GLP-1s In a pivotal mouse study, NCT given alongside a high-fat diet led to 35-40% less weight gain compared to mice just on a high-fat diet. On its own, NCT doesn't cause rapid weight loss. In another study, obese mice given NCT for 2 weeks saw

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

Another point to consider is that, at its core, eXoZymes’ creates biochemical production solutions for a wide range of compounds. The company has just chosen to initially launch in the nutraceuticals and pharmaceuticals space because these markets are extremely high-value and

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

Recently, I updated the look of James - Slack Capital to better reflect where the publication stands today compared to where it started. Big thank you to everyone who has subscribed since the launch in February. I’ve loved connecting and discussing various ideas with other investors.

Recently, I updated the look of <a href="/Slack_Capital/">James - Slack Capital</a> to better reflect where the publication stands today compared to where it started.

Big thank you to everyone who has subscribed since the launch in February. I’ve loved connecting and discussing various ideas with other investors.
James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

"Success could mark a new era in biomanufacturing one in which AI-enhanced enzymes enable unlimited access to all of Mother Nature's valuable natural products" New Era of Biomanufacturing! eXoZymes just achieved 99% conversion yield on its NCT compound ibtimes.com/ai-meets-enzym…

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

From eXoZymes VP of Comms on why the company isn’t already valued in the billions: 'We need the last and most important thing: Commercial scale' They are planning on scaling their technology in July - September next year, one of the final major derisking events for the company

From <a href="/eXoZymes/">eXoZymes</a> VP of Comms on why the company isn’t already valued in the billions:

'We need the last and most important thing: Commercial scale'

They are planning on scaling their technology in July - September next year, one of the final major derisking events for the company
James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

Long and painful journey holding Invictus Energy Ltd $IVZ.ax however, with the PPSA being signed in January, it finally unlocks multiple catalysts for an exciting 2026! - AMH 19.9% Equity Stake funds - Additional 30.1% Equity Stake funds - Multiple AMOG M&A deals - Musuma-1 Spud

James | Slack Capital Research (@slack_capital) 's Twitter Profile Photo

A must watch for those interested in eXoZymes! Three of the company’s heavy hitters sit down and discuss the events of 2025 as well as the MASSIVE opportunities in 2026 and beyond