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Thursday, January 25, 2018 7:22:15 PM
I don't know why genetic drift is an issue this far into the process. It makes me wonder if Kim is trying to send sterile offspring to Vietnam, for security reasons. Regardless, it's better to catch it now than when commercialization has gone full bore. If the new Microbiologist kid was the one to catch this, than he's already paying off.
And also...
This could cause a delay in commercialization if the other parts of our commercialization plan fall into place earlier
Like everyone else, I think it's very peculiar wording. In my opinion, I think that Kim actually believes the Vietnam deal is imminent (whether it is or isn't) and he's trying to temper shareholder expectations for when actual commercial quantities will be coming out of Vietnam. Or else, why would the last half of that sentence exist?
This would be fine for me. I just want to see the road blocks lifted in Vietnam. I figured it would be a while before product would be flowing from there anyways. I don't think tons of silk need to be coming out of Vietnam for the share price to increase. The factory being built out would be validation enough for me.
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