DROP-IN AND GO KBLB! HOLDING THE GOLDEN!!!
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The business utopia you're expecting only exists in video games. And even then one has to keep hitting the reset button to get there. Come on, Man!
It was obvious back when I was trying to explain the "Contract to Produce" business model and even more evident all these years later your vast misunderstanding of it and business, in general.
It's obvious the parties are being flexible by working together to ensure the success of the venture rather than rigidly sticking to an unrealistic timeline. The agreement makes it clear there are allowances for such adjustments, focusing on long-term success rather than short-term deadlines.
Remember when Mr. T addressed shareholders on this:
Lies? Lol. Quit displacing. It's all found right here:
https://www.m2compliance.com/hosting/ixbrl_assets/ixbrl_view.html?company=KBLB&date=08-14-2024&accession_number=000149315224032266&file=form10-q.htm
One has to read beyond the Risk Factors section and stop selectively editing for "gotchas!"
Couldn't have said it better, Rayo!
You do know this isn't the same as growing pot in your basement, right?
Hey, remember when Amazon was just an online bookstore? Or when Tesla was laughed at for trying to make electric cars mainstream? How about when Apple was on the brink of bankruptcy before the iPod? And let’s not forget Nvidia, which started as a graphics card company and is now powering AI and data centers around the world.
Those who understood the bigger picture and stuck around through the ups and downs are the ones who reaped the rewards. Hmm? Sounds familiar. 🤔
Ah, B-man, ye cheeky devil! Ireland and Scotland, eh? Well, make sure ye tell every leprechaun ye meet that KBLB’s got the luck o’ the Irish on its side! While you’re there, be sure to sprinkle a wee bit o’ that good ol’ Celtic magic on our favorite spider silk company.And who knows? Maybe ye’ll find a pot o’ gold at the end of the KBLB rainbow! Safe travels, me friend, and may the shamrocks guide ye to fortune and success. GO KBLB, and may the silk be as strong as a leprechaun’s charm!
Yep, THE ONLY PUBLICLY-TRADED COMPANY IN THE SPIDER SILK SPACE! On the precipice of Commercialization. When you don't pivot away from the Holy Grail it's important to stay hush-hush on certain essentials. Especially when you want to go from teeny-tiny to...WORLD DOMINATION! Very revealing. 😁
Also, 2019:
It didn't when "YMIGH" was a thing, either...
Exactly! Those trying to make this into a negative are really only exposing their naivete' as it relates to companies in development of never-before-commercialized products. Excuse me, HIGHLY DESIRED, HOLY GRAIL, never-before-commercialized products.
Lol. There will ALWAYS be testing. Has to be. Quality Assurance requires it. So, specifically, expect that to ALWAYS be needed. Hey, I guess it will provide all the KBLB negativity a way to stay relevant! Good for those into that sort of thing.
Exaclty, Rayo! They were ready, but had to answer the most important question of "where to scale from?" Then that opened all the other questions which needed answered. As Mr. T said back then, they could have produced and had the ability to produce mass quantities, but, they couldn't legitimately ensure consistent quality. In his words:
I like when Mr. T said "have at it," and then the next thing you know the "competition" was pivoting away from Spider Silk even with buku-more funds at their disposal! That speaks volumes! Curious about why you didn't release the "hot mike" moment when you were "speaker-phoning the call while recording it?" Seems to be selective-editing years later when the axe-grinding replaced the support. Aside from that, it was great to stroll down memory lane and see how much KBLB has accomplished over that time. Mr. T continues on his steady path towards Commercializing Spider Silk. All along the way, his steadfastness is working to provide one helluva moat around KBLB! Kudos KBLB! Kudos Mr. T!
It’s amusing how you keep harping on ‘news as lies’ while conveniently ignoring the present reality of what KBLB is actually doing. Yes, the road to commercializing a groundbreaking material like spider silk has been long and full of challenges—that’s what happens when you’re creating something that’s never existed before. But dismissing KBLB as anything other than a spider silk company because they haven’t hit full-scale production yet? That’s as shortsighted as it gets.
As for those ‘performance specs,’ they were foundational in establishing the potential of spider silk, and that potential is what KBLB has been building on with its newer hybrids. Innovation is a process, not a flip of a switch, and the fact that you can’t see the difference between evolution and stagnation only shows how little you understand about development.
Mr. T's on the hook for everything he says the company is doing. If only that applied to everyone!
So are these...subtle reminders for the doubters:
This is the epitome of the "stupidity issue." First, quoting a notorious KBLB basher known for negatively contorting company words and accomplishments to gain favor with those feeling ill-will towards their investment. Then aggrandizing the emotional distress by pointing fingers at the CEO as somebody not credible in a field that he is pioneering and everyone wishes they could accomplish half of what his company has! The whole "credibility issue" is debunked on its face when experts disagree with those who want others to agree with them just to "feel better."
Here's a better "feel better" suggestion: SELL!
Be done with the investment that provides nothing but emotional distress as every day passes by and commercialization doesn't happen. YET.
My bet is none that are pointing fingers will sell. Why? Because they know their tantrums will be rewarded upon commercialization as they also know it will happen. The whole crying being done now will be replaced with glee. But they want the world to know just how much they suffered along the way. All at the hands of this nasty CEO who stuck with his goal of bringing Spider Silk to market in sustainable fashion. Which just so happens to be the reason they initially invested. And although they won't admit it, we all know it's the same reason they remain invested. The stupidity issue is crying every step of the way rather than embracing the involvement in what will be one of the greatest achievements of commercial success witnessed throughout history. All because the CEO stuck with his long-term plan. If it was truly a "credibility issue," nobody would be invested. At all! And experts would not be aiding the advancement of the company. There are many countless examples of the "stupidity issue," but quoting KBLB detractors who live for spreading negativity about KBLB as an investment has to be near the top of the list. Especially when it's used as a tactic to make one "feel better" about their investment.
The image is of the process used to create what you call "magical fairy dust." The DOD sees it. You know, what KBLB does.
Your grasp on reality is as shaky as your timeline analyses-maybe stick to simpler puzzles, like connecting the dots. Oh wait, let me help with that, remember connecting the dots isn't always a straight line. Try not to get lost again.
What's laughable is, for someone who claims to know it all, you sure have a talent for missing the complexities of innovation with KBLB. Guess simplicity is more your style.
Because there was so much "significant proof.of success" when the Polartec announcement was made, right? The success is being proven over and over again. There is not a credibility issue. There is a stupidity issue. Especially by shareholders who believe success has not already happened. Also, those that cannot for the life of their self understand why numbers are not released at this stage. Choosing not to understand isn't very smart in any investment. Not saying one can't get smarter, not saying one can.
Does the SEC do that? Do they just shut down any stock they want because of low volume at that particular moment? Wow! Didn't know that was a thing.
They'd be better served to focus on the stock distorters who are costing investors a lot of potential money.
According to the SPA you're incorrect:
Don't you like how the focus is on language removal yet the SPA still remains as an attached exhibit? Will be interesting to see how they continue this spin. Hope Ben is still retained through all this! 🙏
Your scare tactics around dilution conveniently ignore the broader context of how and why companies like KBLB use it. Dilution isn’t inherently bad—especially when the funds raised are used to fuel growth, expand operations, and ultimately drive the company towards profitability. The fact that the share price fluctuates after dilution is par for the course in any growth-stage company. What matters is how the company uses those funds to build long-term value.
Warren Buffett knows that every situation is unique. KBLB is not some fly-by-night operation ‘hell-bent’ on issuing shares for the sake of it. They’re raising capital to advance the commercialization of a groundbreaking technology—spider silk—something that requires significant investment to scale properly. The short-term fluctuations in share price are a necessary part of that journey.
And let’s be real: Warren Buffett’s investment strategies are centered around mature, cash-flow-positive companies. KBLB, on the other hand, is a high-growth, high-potential biotech company in the midst of developing and scaling a revolutionary product. Comparing the two is like comparing apples to oranges.
Your focus on past price drops is nothing more than fearmongering. The real question is: what will KBLB achieve with the capital raised through dilution? That capital is being used effectively, and it's positioning KBLB to capture significant market share in a completely new industry. Long-term investors understand this, and they’re not swayed by short-term dips driven by fear.
So before you throw around Warren Buffett quotes, maybe consider the full picture. KBLB is raising capital to fund a future that has the potential to redefine multiple industries. That’s not ‘hell-bent dilution’—that’s strategic growth!
Once again, you’re twisting the narrative to fit your negwtive agenda. The fact that KBLB has completed commercial production cycles does not mean they’re out of the development phase. It’s entirely possible—and common—for companies to be in a development phase while simultaneously beginning early-stage commercial production. These aren’t mutually exclusive states.
Commercial production cycles are part of the process of scaling up and refining production methods, especially for a groundbreaking product like spider silk. KBLB is still working on perfecting its processes, ensuring consistency, and building out the infrastructure needed to meet larger market demands. That’s what being in the development phase is all about—continuing to innovate and refine while gradually moving towards full-scale commercialization.
So no, neither the CEO nor I are lying. What’s happening here is a classic case of you trying to simplify a complex process to serve your negative narrative. The reality is that KBLB is still in the process of scaling and developing its operations to achieve long-term commercial success. This isn’t about a binary switch from development to full production—it’s a nuanced journey that involves phases of both development and early commercial efforts.
Instead of trying to catch people in a 'gotcha' moment, maybe it’s time to acknowledge that pioneering a new industry is a step-by-step process that requires patience and strategic progress. The fact that KBLB is already completing commercial production cycles is actually a positive sign that they’re on the right path—not a contradiction to the ongoing development work.
Wanna go out on a limb and tell us exactly what you think he "was onto?" Specifically. I'm (and I'm sure others are) curious.
Once again you’ve taken a selective and misleading approach to present KBLB’s 10-Q. Let’s put your 'summary' into proper context:
### 1. **$0 Revenue**:
- **Development Phase**: KBLB is still in the development phase, focusing on perfecting its production processes and scaling up. Revolutionary products like spider silk take time to bring to market. Patience is key, especially when dealing with something that’s never been commercialized before. Rushing to generate revenue without the infrastructure to support it would be far more damaging in the long run.
### 2. **No Commercial Production & Inventory**:
- **Strategic Growth**: The focus isn’t on rushing inventory but on building a sustainable and scalable production process. You conveniently ignore the fact that quality and consistency are crucial for spider silk, and KBLB is making sure they get it right before flooding the market. Inventory growth will come when the time is right—forcing it now would be shortsighted.
### 3. **Cash and Dilution**:
- **Investment in Future Growth**: Cash burn is expected in a company at this stage, especially when they are investing heavily in R&D and production infrastructure. Your constant cries of 'massive dilution' ignore the fact that companies in growth phases often issue shares to fund these critical investments. Dilution isn’t a dirty word when it’s driving the company toward commercial success.
### 4. **Kings / MtheMovement / Spydasilk Enterprises**:
- **Strategic Shifts**: The absence of these names in the financials doesn’t mean the deals are dead. As mentioned before, business strategies evolve, and companies don’t need to broadcast every single move. Your assumption that they’ve been 'scrubbed' is speculative at best, and fails to acknowledge that the company may be shifting focus or renegotiating terms to maximize value.
### 5. **Lam Dong Facility**:
- **Adaptive Management**: If KBLB is terminating the lease, it’s likely because they’ve found a better, more cost-effective solution. Business is about adapting and making decisions that best support long-term goals. If the Lam Dong facility is no longer serving its purpose, terminating the lease is a smart move. It shows that KBLB is not afraid to pivot when necessary, which is crucial for a company navigating new and complex technologies.
### 6. **Interest Owed to the CEO**:
- **Skin in the Game**: The interest owed to the CEO reflects his deep investment in the company. Unlike typical CEOs who draw massive salaries and bonuses without personal risk, KBLB's CEO has put his own capital on the line. The increase in interest reflects ongoing support and belief in the company’s future, rather than the negative spin you’re trying to put on it.
### 7. **General and Administrative Expenses**:
- **Scaling Operations**: A 400% increase in G&A expenses might sound alarming until you consider that KBLB is scaling up its operations. Growing companies often see significant increases in these areas as they build out teams, infrastructure, and capabilities needed to support future revenue generation. This isn’t a sign of mismanagement; it’s a sign of growth.
### 8. **Officer's Salaries**:
- **Compensation for Multiple Roles**: The increase in officer salaries isn’t surprising when you consider the multiple roles being handled by a lean management team. KBLB’s CEO and other officers are not just overseeing daily operations but are also involved in strategic decisions, fundraising, and technological development. Their compensation reflects the complexity and demands of these roles.
### 9. **Notre Dame Debt**:
- **Long-Term Partnerships**: The continued payment of debt to Notre Dame reflects KBLB’s commitment to maintaining strong, long-term partnerships. Notre Dame has played a crucial role in the foundational research that underpins KBLB’s technology. Paying off this debt is a part of honoring those partnerships, which is crucial for maintaining credibility and securing future collaborations.
### 10. **Warrants and Dilution**:
- **Aligning Interests**: The issuance of warrants and the potential dilution are part of how KBLB aligns the interests of employees with the success of the company. Stock options are a common practice in growth-stage companies to incentivize employees to contribute to the company’s long-term success. This isn’t about lining the pockets of insiders—it's about ensuring that everyone involved has a stake in the company’s future.
Your so-called 'summary' conveniently ignores the context and strategic decisions that are driving KBLB forward. It’s easy to cherry-pick numbers and spin them negatively, but the reality is that KBLB is a company in the midst of growth and development, dealing with the complexities of bringing a revolutionary product to market. The fact that they are making calculated decisions—whether in scaling operations, adjusting partnerships, or managing finances—demonstrates a proactive approach to building a sustainable business, not the doom-and-gloom scenario you’re trying to paint.
Instead of constantly trying to tear down the company with misleading summaries, maybe it’s time to recognize the real progress being made and the strategic decisions being made towards ultimate success in the form of Commercialization and overall Sustainability.
If memory serves me correctly, "YMIGH" was thrown around during that time, too. Could we get an explanation as to why, now that KBLB is further along in development and the closest it's ever been to Spider Silk Commercialization, the change of heart to constant axe-grinding against them?
Keep "hoping" then. If you're right with one of these wishes, my bet is there will be many, including myself, scooping up those cheapie cheapies!💰️💰️💰️
Y A W N!!! Keep stacking up the KBLB hate and disinformation. The KBLB smackback is going to be EPIC!!!
#LiveForTheNow
Oh no! Spider Silk industry is doomed! Nah, just doomsday disinformation on the loose again. Like I keep saying...CANNOT WAIT!!!
But will. 😁
That's all? $50M after 18 years? That's a lesson in frugality for all to see. Protection all along the way, too. Wow! To be the only one in the World, after millenia of trying, to produce a hank of Spider Silk. Of course, that's only one pic. Surely there is more! Yeah, I get why detractors would want to minimize. The rest of us understand how big a deal that is.