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Sunday, December 04, 2016 4:19:38 PM
For many, we've heard the word commercialization probably one too many times over the last few years. Obviously, KBLB wasn't ready to commercialize three years, two years, or even a year ago.
But the contract with the Army a couple months back, at least gives us hope, that our silk is somewhat viable to another customer. With the help of Warwick Mills, this Army contract will turn into a multi-million dollar deal that we've all been waiting for over the years to materialize.
For those that have had to sell shares, I feel for you. For those that are frustrated with the SP, I'm right there with you. I'm not here to sway anyone. We are all grown adults and need to do what's best for you and your families. But, for what it's worth, here's my take or pulse on the company.
I think a new financing deal is bigger than what we think. If Calm Seas can be replaced with other funds, we could see the SP rise just on that alone. I believe the contract is up with CS in six months. I wouldn't be shocked if in the next couple of months KBLB has a different method of financing. If that happens, we could be moving up to where the SP should be. Who knows what that would be by the way but it's got to be more than .04.
I do think we hear about a contract with a sports apparel company. When that happens, I'm not sure. But the next couple of months wouldn't shock me.
Getting the results back from the Army will be huge. We know that's likely to happen by March of next year. I also think, based off of what YankeeClipper has posted before, that spider silk and Kevlar combined could be a huge announcement that goes under the radar.
As for Vietnam, who knows really. Although, with the two domestic facilities hopefully here in the States up and running, the fear of not being able to mass produce will subside.
As for any immediate news before the year ends, I wouldn't be surprised if we get a couple of updates on the TV show that was aired a couple weeks back. Maybe an update on BR. Don't know if it's earth shattering but at least it's news.
That's my take on what's happening. I think for anyone that's on the fence or is not sure, if you can, the first six months of next year should give you some answers. I'm cautiously optimistic the SP will be going up once some of these things are a go. I could be wrong and that's the risk I took when I invested in this company. I think the science is real and someone will pay a premium price in the end for it. When that happens, I just don't know.
Good luck all and thanks for allowing me to give my thoughts on the situation.
If you can't explain it simply, you don't understand it well enough.
Albert Einstein
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