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Banana, some people don’t want to rely on just blind faith in KT. They do DD to find out more ... more than you can get from the internet ... but it’s completely legal to investigate and drive by a facility in Texas or Vietnam. There are of course Google earth queries that I found for Dai Hiep fields as opposed to actually flying to Vietnam. At any rate, there is more public legal information that people know than what can be found on this board. Don’t doubt that for one second.
Col317
Monday, 04/15/19 01:03:12 PM
Re: ImjinBridger post# 151547 0
Post # 151548 of 151615
“Banana Bob and a few others were right about the worms being in Vietnam before that fact was released by the company.“
It’s a big project. Some public do witness what is going on in Vietnam. And the US.
Hey Rayo ... how do I get the blame for KT’s silence? 8-o
“Let's get this party started!“ reminds me of a song... :) Yeah, I agree it’s a better problem to have for many (I.e. paying up for some extra shares with the good news in) at least psychologically. I like the risk reward right here.
It’s 2H last year... I like the video. ... would sure be nice get some more video(s)... from the company this year on things.
Third party verification... we are in Vietnam. :)
https://tvphapluat.vn/video/doanh-nghiep-my-chi-50-trieu-usd-lam-to-tam-xuat-khau-tai-quang-nam-10910/
Exactly Gruber. They announce fundamental progress and financing... all necessary and legit ... that is pumping? Not. .. but they will see ‘pump’ soon ... and when they do it will eventually pull back .. but not to these levels... it will still be called a PND. Crazy. Keep the focus on the fundamentals. Let’s see where they take us.
Hi retiredin2020,
You are right this is now a short and long term play. But, I want to keep people reminded of the LT play here. For me, it always been all or nothing so to speak. I have been in since 2011. I have bought and sold lots for only profits over the years. But, I still have my 2011 bag holdings. Right now that is less than 10% of my shares. I have been buying and repositioning a little when I can but mostly buying and buying more in a Roth IRA in the last year. This is a LT term investment for 60% of my holdings at least $1B market cap at which point I only plan lighten up something like 10% of holdings for each 2x higher. I’ll evaluate better up there assuming no buyout. The other 40% is tradable but only for a profit of course and mostly between $.10-.25. ... Basically, I waited with my small bag looking for the time of a real breakthrough to mass production. There is real progress in the fundamental story here. This isn’t another false start. They are in Vietnam. You couldn’t say that two years ago. Whatever the delays, they will be shorter in time frame than anything before. It sucks that it took this long to get here for those that have been holding big and waiting that long. It will pay off soon.
Let’s talk about risk reward for this as long term spec play. Does anyone doubt potential success that can occur? Take all the delays from the past out of the equation and, for some, bias against the CEO. .... now then, assume mass production of a quality product superior in every way to silk as a drop in replacement for silk .... and assume quality and consistency in strength properties to mass produce for the military and for all the other potential opportunities that have been mentioned (I.e medical, construction, etc).
For one second, think what the share price response will be to mass production has begun... and these specific apparel makers are taking preorders. Does anyone actually think that $.75 or $1 will be resistance? When the big players come in how will the share price move?
Please don’t be foolish enough to miss this move. You can chase above .08 at a minimum or buy in now. Your choice.
It’s the classic “asymmetric trade”—where the potential payoff so far outweighs the risk that it can make overnight millionaires.
..........
The U.S. Military Will Develop Futuristic, Special Ops "Body Suits" Using One of the Strangest Materials You've Ever Heard Of…
moth
It might look like a creature out of Star Wars, but this “super silk moth” could hold the key – and the magical DNA – to capturing a $140 billion market.
You’re looking at what we believe could be the next big biotech breakthrough.
Yes, it looks like an average silk moth.
It hatched out of a cocoon like any other silk moth… but it’s special in one critical way: This little guy created his cocoon with an incredible new kind of silk made from spider DNA.
Scientists are riveted by this new material because of its extraordinary properties…
it’s four times tougher than Kevlar…
74% stronger than steel…
absolutely bullet-proof…
and it has the elasticity and lightness of nylon.
The virtues of spider silk have been known for centuries. But until now, no one has been able to produce enough of it for industrial use.
The one time it was seriously tried, it took more than a million spiders and 70 people working for four years to make a single piece of fabric measuring 11 by 4 feet.
Not exactly cost-effective.
But now a lab in Michigan has found a way to produce spider silk another way… by inserting specific gene sequences from the golden orb-weaving spider into silkworms.
The silkworm then spins a recombinant fiber incorporating spider silk proteins.
Textiles woven from this new silk are lighter than Kevlar and not nearly as stiff as synthetic materials like high molecular weight polymers.
And unlike nylon they don't melt, making them perfect for body armor.
Imagine… all but bullet-proof special ops that can be dropped into Tehran… Damascus… even Pyongyang with the ability to move as they please for reconnaissance or retrieval…
special forces
Body armor equipped with this company’s “ballistic shootpack panels” bring our special ops closer to “Spider-Man Suits”… and they’re bringing this lab closer to exclusive defense partnerships.
These “miracle fibers” could also be extremely useful in medicine.
The human body doesn't reject this fiber like it does other materials. So the silk could be used as hair-thin sutures for nerve surgery and skin grafts.
The money has already started flowing…
This firm has landed a $1 million contract with the Army to produce a genetically modified “spider silk” for protective armor for soldiers.
Granted, it's a modest sum, but things at Kraig Biocraft Laboratories (OTCMKTS: KBLB) are progressing quickly…
The company recently announced its strongest silk to date… it’s had a breakthrough in its development cycle—creating in minutes the same amount of silk that used to take a full day to produce… it just delivered a prototype bundle of “ballistic shootpack panels” to Fort Riley for evaluation… and it’s ramped up production at its subsidiaries in Vietnam.
Investors have taken notice of these milestones… the stock better than doubled in the 6 months leading up to last fall, turning each $10,000 stake into $22,300.
How much upside do we project for a stock like this? We’re not putting a limit on it.
After all, we’re talking about a tiny company with just five employees that has the patent on a process that could make Kevlar obsolete… and disrupt the $140 billion technical fiber market.
It's a speculative play, for sure. And there are no guarantees.
But the stock is currently so cheap that you can pick up 5,000 shares for the cost of a nice dinner.
It’s the classic “asymmetric trade”—where the potential payoff so far outweighs the risk that it can make overnight millionaires.
KBLB’s Fight Song
KT singing:
Like a small company
On the OTC
Sending big waves
Into motion
Like how a single word
Can make a heart open
I might only have one Army contract
But I can make an explosion
And all those things I didn't say
Wrecking balls inside my brain
I will scream them loud tonight
Can you hear my voice this time, mojo?
This is my fight song
Take back my life song
Prove I'm alright song
My power's turned on
Starting right now I'll be strong
I'll play my fight song
And I don't really care if nobody else believes (skeptics)
'Cause I've still got a lot of fight left in me
Losing time as I'm chasing dreams
But, nobody is worried about me
They say I’m in too deep
Say I'm in too deep (in too deep)
And it's been ten years, they say I missed my run
But there's a fire burning in my bones
Still believe
Yeah, I still believe
Like a small company
On the OTC
Sending big waves
Into motion
Like how a single word
Can make a heart open
I might only have one Army contract
But I can make an explosion
“The silk experts of the VSRC, working in partnership with members of our Prodigy Textiles team, will give our expansion in Vietnam a strong foundation. That expertise, combined with IBT’s facilities and capabilities, should pave the way to success, for this first of its kind effort, and translate into a smooth production scale up,” COO of the company, Jon Rice said.
The bull thesis ...
Hi Dragon,
I’m not sure what predictable pattern that you refer to. I would guess you could say that for the last year between .03 and .08. Perhaps. But there is also uptrend pattern making higher lows if you didn’t notice. :) Or the predictable pattern of a rise in the 1st month after any significant news and then subsequent drop after the buying momentum runs out of steam. That’s all good and well if your thesis holds on the fundamentals. If you are wrong about the fundamentals, you have to be chasing a run greater than 2010 or 2011 without seeing these levels again... most likely. When mass production is announced, you should be smart enough to understand what the scale of that move could be. I like trading too. :) But, I encourage you to be and stay long and strong. Access the news when it comes. Some news will get us to a dime and some news get us to quarter .... and some news like a partnership with a major apparel company will get us a $1 so fast it will make head spin.
All the best!
Hi Silk,
It comes from you ...
“Could sell from anywhere between $35,000 to $59,000 (or higher if there is high demand for DS) per metric ton.”
You have to give DS a premium. There will be high demand. Of course! And, when it is so much better than regular silk, it will spread across Vietnam like wildfire and take over the whole market ... ie 100%.
2010 figures have nothing to do with 2019 DS. .... (like nothing whatsoever to do with ‘the price of tea in China’ and demand for it)
Clean, I am in both but not near as heavily in Bitcoin. Actually in Bitcoin investment trusts that have more beta than just Bitcoin. However, in my opinion, the risk reward for the next two years is so much better here. There are some that think Bitcoin is about to go ballistic but I have heard two experts that are long term Bitcoin bulls. One says the Bitcoin he believes still need to go down to the $1k-2k range before resuming its bull run. The other is Bitcoin billionaire. He said we bounce between $4k-6k for 6 months before resuming northward. Predictions that I heard are to $50k. That’s 10x from here. In my opinion, KBLB is 20x to 100x in 2 years or less.
So, I understand the frustration but risk reward is better with KBLB. Right now ... this year and next.
They actually had 8 ha started last year and another 20 scheduled for this spring. So ... 8 to 28 ha
$70,000 / ton * 30 tons / ha * 10 to 20 ha = $21m to 42m sales rough estimates from previous post
Conservative:
$70,000 / ton * 30 tons / ha * 8 ha = $16.8m in 1st year of production ... if 10x sales then ... $168m market cap or $0.20 a share ... my two dimes!
$70,000 * $30 ton / ha * 10 to 20 ha = sales 10x sales rough estimates
The initial projections are to ramp up $5B in sales or more. The pilot stage is $20-50m. The pilot stage is this year and maybe 1H next. You have to give at least 10x sales on the pilot. Meaning our market cap should be between $200m and $500m. We are currently $54m. So, 4x to 10x is reasonable for when things can be announced that mass production has begun and everything running smoothly. Exuberance could take us higher.
How much can we sell a ton for?
Clean, I have to agree with this. We should actually have a video walkthrough of the new facility. Even if not fully ready, show us the progress. Give an actual timeline for this year of what to actually expect. I don’t see a reason to be tight lipped on that. It’s not the US Army where there might be a reason.
Yankee is the Boss! EOD
I see. The 50 and 200 as support. The 50 is where we bottomed yesterday and you bought. The 200 is in the low .06s. But, a freaky sell off for whatever reason ... (I see Mojo has offered a couple others) could be quick a jerk to .055. I do see that the bullish story is very much intact with a lot of catalysts coming in the next few months.
I have to say that takes some real nerves to short a stock that you can wake up to being 50% higher at the open before one can even have a chance to cover. But, it seems quite likely.
Hi Pennies. Nope. I’m sticking with my June 30th call of $.21.
My prediction for June 30th is .21-.26. Sometime before then for .13-.15.
Also, as I said before:
If we get one of the mysterious sell offs right before news, my prediction would be .055. But it will be so quick you won’t be able to get close to it without a well placed limit order. High .05s can be gobbled up in the aftermath.
I say this because we got one in October that stopped at .035 and another last month that stopped at .045. Next one would then stop at .055. ... continuing to create higher lows. In both those cases, it was hard to buy anything even close to those lows without limit orders already set in place. Aftermath buys were mostly in the low .04s and .05s respectively as the price recovered quickly. ... in both cases big news followed in the next couple business days.
I gave you probabilities and time frame for upside. Whether or not the news is good enough to break .10, depends on the news itself. Good news will halt at .10. Great news will slice through .10 like a hot knife through butter.
Where did the word ‘soon’ come in anywhere. I gave specific measurable time periods and probabilities for outcomes. ... The downside is limited. Buy more if it goes down.
Depends on the news ... some news will get stopped by Mojo’s dime. Some news won’t. If it doesn’t, .13-.15 is easy upside.
It’s called a press release.
At no time in the last 3 months have we seen .05 or even anything below .055. So, again no basis.
This month is most likely. I would give it a 70-75% probability. This quarter is almost sure 90-99% probability.
You have no basis for your floor. The 50 day is right where support came today. The 200 day is in the low .06s.
If we get one of the mysterious sell offs right before news, my prediction would be .055. But it will be so quick you won’t be able to get close to it without a we’ll place limit order. High .05s can be gobbled up in the aftermath.
News is coming! News that will explode the share price above .10. The ask on the open will over .08.
I would not be a short right now. Load up the truck!
Thanks, Banana. How quickly predictions for under .06 are forgotten. You are right if things were as dire as they make it, Kblb would be under a penny. ... So, from .012 in 2016 just before the Army contract and .029 early last year just before Vietnam news started to flow, so we sit now 5x higher than 3 years ago and more than 2x higher than a year ago. I’ll take that ROI anytime.
Truth, it’s right. The Army can prepay for their order. It’s looks like they did for about half the order. However, I don’t know that Kblb delivered that. Perhaps, they did and the Army gave them a new directive for DS2.0 to finish up. It’s not clear. What is clear is that Kblb recorded about half the revenue so far and so that says they performed and earned that. I don’t think a lot can be surmised from the contract being expired especially the take that the pessimist have. The company should be a whole lot more clear about this situation and the status and not let 1/2 a year go by without a clear update. I guess they did the same with the shoot packs and then one day poof ... We DELIVERED! ... time will tell.
This is all really comical. I waited all this week for the market to agree with your viewpoints on this issue with the Army. I heard calls last weekend for the .05s again. Well, I still have the same cash in hand waiting for your predictions. Instead, I’m sure I’ll be using it to add by chasing under .09 as the sp goes blowing through .10 on the next PR. The market has spoken. EOD.
Col317 pointed out a lot of reasons to be optimistic on this. The working relationship is still there with the Army.
So, this is just negative speculation.
“and it looks like it won't be granted.”
It’s easier to side with Management’s belief that they will fill the order and the contract will be extended to that date of fulfillment.
And so .. “it looks like it will be granted.”
The situation isn’t like that at all. Management still believes they can get the extension and fulfill. There are two news articles from the Army one in Feb and the other in late March stating that they are working with KBLB. If the Army wasn’t working with Kraig Biocraft Laboratories, they would have to disclose this as it would be material event. They have not disclosed any such thing.
Thanks, Yankee. ... better said than me. :)
Ok. .. I didn’t do a deep dive. Regardless, there is still Revenue hanging out there from the contract ... hopefully, they complete deliver and record that in 1H 2019.