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I’m all ears Simp. Thanks!
Waiting for this pr to come out. Doesn’t get much clearer then putting KBLB on their website.
What’s the connection again Esa with KBLB? Speculation on your part or is there more to this? Thanks!
I have a feeling the Vietnamese government is more involved than we think. This could be huge with what Lebbe found. At some point we’ll hear from the company about this. The more information that is found the more the company will have to react. Cautiously optimistic.
News this week Col?
It will be interesting to see how they PR this. Huge development
When do we get that FDA approval? Brutal waiting.
News is out.
Dewm, does this news deserve a separate PR by the company and do we move on this news tomorrow?
Sounds promising although we have to keep things in perspective. Maybe .01 by end of year? Dr. Scholls will happen next year. Sales seems like they won’t take off till 2019 based off of Andy’s interview.
Kblb Col?
Let’s get that news this Tuesday!!
It’s a good point professor. No doubt KBLB has made mistakes along the way. But people have a hard time giving credit where credits due. They’ve made tremendous progress since they got the green light to set up shop in Nam.
If one does just a little dd you will understand the company is moving along on both the Army and Vietnam fronts.
This stock isn’t for everyone but the payoff will be extraordinary.
Yank- if you could, can you elaborate on the possible timeline of how things may unfold with the Army now receiving panels from KBLB?
More contracts by end of September if testing goes well?
There have been many on this board that have ripped Kim for the job he’s done and is doing.
You are entitled to that opinion and that’s what makes this country great.
However, one area where I think Kim has hit a homerun has been the recent hirings.
I’m talking about Jon Rice, Kenneth Le, and Travis Kane.
I believe all three of these hires has and will pay off for the company in a big way.
Le is making moves in Nam and has given the company instant credibility with government officials.
Rice continues to forge relationships with potential clients while Kane has most likely solved the consistency issues.
These three hires, in addition to the work Kim has done up to this point, will be the reason KBLB makes it bigly.
Let’s start talking about this find from Sickzone. Jon and Kenneth Le must be making major moves now. What’s the next reasonable piece of information that will be pr’d by the company or Truth?
Up to now, mulberry grows green, expected to September, October this year, people will start raising silkworms to produce cocoons. From now to the end of the year from 1 to 2 litters, cocoon products will be covered whole with a floor price of 145,000 VND / kg.
Great friend Truth. Obviously we are speculating but is the pilot program already underway? This quote caught my attention:
"At present, 3ha has been piloted in Thanh My village, Dien Quang commune.”
Well, the news has been flowing for the last couple of months consistently from KBLB. All of it good. Can’t wait for the days when good news hits and the sp doesn’t go down. Hopefully that’s coming soon.
What are the chances we get news this week Truth and what could it be?
Keep in mind everyone on this board knew Jon was in Vietnam but the rest of the investment community didn’t. We sometimes forget not many people know about KBLB. This was solid news that lets people know Vietnam is a go and that we actually have infrastructure in place to operate and deliver silk.
Sick- optimistic or do you feel like things are still uncertain. It sounds like from reading your post that we should calm down a little.
That’s huge Zen. What’s your timeline for how things will play out in the next couple months?
Looks like we are open for business. Great work guys on this board finding information. As I said earlier, some meaty pr’s should be coming out soon.
What’s your take on that line sick?
It’s always a good day when the company puts out news. We should get an update on his meetings next week for sure I would think. That should be a pretty meaty PR.
Possibly financing as well sick or just the land and infrastructure will be discussed? Either way sounds like a positive, informative PR is coming.
I have no problem telling people about kblb. They need to do their own dd and decide if it’s worth investing. I actually think they are closer to making it than not at this point. Nothing is guaranteed. Sure, they have serious issues on the communication side and SP reflects that.
But we are all here, and have invested in this company because we believe, that despite those said issues, the payoff outweighs the downside.
Everyone should have a speculative play in their portfolio. Only risk what you are willing to lose. Especially a younger investor.
Yank- if you had to make an educated guess, do you feel like several potential clients are still in play at this point? Assuming of course we can mass produce quality silk.
Not really. Tax cuts ignited the market even more, including higher GDP per quarter compared to previous eight years. Trade war scaring market. Companies doing very well, especially smaller ones because of the corporate tax cut. If tariffs don’t get resolved within next three to six months markets will react in a more negative light.
Is production underway Zenaku if you had to guess?
“To support this expanded research and development capability, the Company added two laboratory staff for increased testing throughput. The additional lab staff members have been trained and have conducted the majority of the microinjection effort.”
They keep hiring and expanding. Hopefully news of finances is coming.
Nice updates China. I too have spoken with Keith and came away very impressed. How big of a move do we see in the SP by years end?
From Keith on Twitter:
Ok this made me laugh out loud. As I have stated before greatest shareholders bar none. I’m flattered to have a great opportunity to push @ActiPatch to the masses.
We all remember ZincFinger? His posts were very interesting and informative. Not sure what happened to him but I found this post a back in 2014 addressing genetic variance. He’s specifically talking about Big Red in this post but it comes off the heels of a KBLB PR talking about generic variance. Here’s Zincs take on that PR. Perhaps in can shed a little more light or calm some fears about the recent genetic variance regarding KBLB.
why this PR is being misinterpreted by some IMHO:
"a lot of variability, which may be an indication of genetic variation within the transgenic colony" does not appear to be good, at first glance. For high tech products, consistency is critical. This is particularly true in products where strength is very important as it will be for most of KBLB's anticipated applications for it's fibers: a small localized inconsistency can lead to product failure. But there is a lot more to this than meets the eye.
Big Red was done by genetically transforming the Large Commercial Silkworm line, which is a standard commercial breed that should have had very little genetic variation (in contrast to MS in which the genetic transformations were done on a wild type worm with high genetic variation). In addition the genetic modifications that created Big Red were all done using SGMO's zinc finger technology which makes genetic changes at exactly the targeted location (in contrast to the piggyBac transposon used to make the GMs in MS which made random transformations). So genetic variability may seem surprising.
The explanation may be that the genetic consistency in the Large Commercial Worm (LCW) may be mainly in the sequence that is important in silk characteristics and production and there might be significant variability in the rest of its genome (which actually would be a good thing). IF that suspicion is correct then the problem may be that a few genetic variations that don't affect gene production for ordinary silk are highly important in the production of silk containing spider silk proteins. In fact, there are very good reasons why that is highly likely to be the case: spider silk protein has a very unusual structure that consists almost entirely of just two amino acids, leading to an exceptionally high demand for those two AA's. Since the weight of a cocoon plus worm is about 50% the cocoon and the cocoon is almost entirely the major spider silk proteins, even though the percentage of spider silk protein in KBLB's silks is low (about 15% in MS, probably similar in Big Red) nevertheless the demand for those two essential amino acids would be many times higher than in the production of normal silk (there are 20 EAAs and ordinarily the demand for those two AAs would be many times smaller).
I had previously speculated that the rapid increases in the reproduction rate in MS as it entered commercial level production may have been due to epistatic changes (inheritable changes in the genome due to changes other than in the DNA sequence that could be inherited (nucleotide methylation, etc) as the wild type genes in the MS worms adjusted to the production conditions. That is probably at least partially true. But far more significant may be that with each production generation selection was taking place that removed genetic variations that were unfavorable for the metabolism of far larger amounts than normal of those two amino acids. Since detrimental variations would have resulted in poorer cocoons and with each generation, the poor quality worms would have been discarded in the normal course of ramping up the population to commerical levels, such very rapid adaptive changes would not be at all surprising. (It took only a few generations of such selective breeding to domesticate the fox in a well know Russian experiment.)
It would be expected that the same thing would occur naturally during the ramping up of the Big Red population. I suspect that KBLB has figured out that this is what's been going on and that their acquisition of this testing equipment was intended, at least in part, to assist in improving the selection process. Agriculture has shown that highly consistent results can be achieved this way and there is no reason to expect otherwise with KBLB's worms. Since silkworms have very short generations (about two months) and remarkable and very powerful results can be achieved in just a few generations (as demonstrated by the Russian fox experiment and numerous others) there is every reason to expect KBLB's work with Big Red to be very successful at achieving a very high level of consistency and efficiency of production of it's silks.
This would explain KBLB's need to acquire it's own testing equipment rather than sending fibers to commercial sources for testing as this process would entail a vastly higher number of tests. It may be far cheaper to send it out when doing just a few tests on a new fiber but if the tests are part of a selective breeding process then in house equipment is absolutely essential.
IMHO it's quite reasonable to expect KBLB to be able to achieve consistent production of the highest levels tested in the current line of worms by the time it achieves commercial production of worms. For that reason I would take the highest test results achieved as a good indication of the quality of the end product under production.
As is almost always the case with biotechnology, the development is taking longer than expected and hoped for. But, in this case, it appears to be going well.
Note that unlike other methods for creating high strength fibers, it will not be necessary to build new factories to expand production. Existing sillkworm production facilities may be purchased and used largely as is. The limiting factor on the expansion of production then becomes the rate of expansion of the silkworm population which is up to 100X every two months - not much of a limiting factor. That, plus the far lower costs of production, will be major advantages for KBLB's approach to high tech fiber production.
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Note also that the need to modify the testing equipment to accommodate the unusual characteristics of KBLB's fiber explains why so much time passed after KBLB's acquisition of the new testing equipment without getting results. Such modification would not involve mere calibration but would require specially designed alterations. Standard equipment is designed for an expected range of properties and the qualities of KBLB's fiber, (especially the elasticity) would be very far outside the expected ranges. Such modifications would require design by mechanical engineers and testing of the designs to assure required performance. It is not at all unreasonable for this to have taken the time that it has.
As was clear in the PNAS study on Monster SIlk, some processing of the fiber is necessary to do these tests so it is not surprising that it may take a few weeks to do them. (Read the PNAS study and you'll see why it is not at all just a simple matter of attaching fiber to the machine and running the test.)
It would not, IMHO, be at all surprising for KBLB to discover/develop methods of processing to improve the properties of the fiber during this process. It would take little additional effort for the scientists to investigate possible approaches for improvements during this process and I expect they will be doing that.
I would expect within a few weeks of test results on properties of Big Red. For reasons noted above, the high end of the results would be a good indication of what would be achieved under production conditions. The worms producing that result would be selected for during the ramping up of the population to commercial production levels. (just as apparently done (in a less directed manner) during the ramping up of the MS population).
The above is cross posted from another site.
Report TOS
Could get it tomorrow as well Jet. Let’s hope the Sp moves up again today c
Bigger Army contract maybe sick?
Here’s what may play out over the next week.
We get a big spike today because of promotion/pump.
Markets closed Monday.
Kim releases news on Tuesday. Maybe an update on the Army.
Stock goes up all next week.
Newsletter over the weekend.
Then hopefully more news about financing the following week.