Converting cocoons to yarn to add value would not take it out of inventory and is a lot more plausible than some kind of accounting error.
When they buy the cocoons back from the contractor it becomes inventory. It will stay in inventory until it is sold to some other entity at which time it becomes revenue. They can increase the value of the inventory (cocoons) by processing it into something more valuable either as yarn, cloth, or hoodies before it is sold to somebody else. Poor yielding cocoons would explain the lower than expected increase in inventory value when the cocoons were converted to yarn.
Beats trying to figure out where all that inventory disappeared to or how the accounting doesn’t add up or where some mystery production happened. If you read the PR’s close enough you will notice that it seems like Kim is trying to make it look like something they did like 2 years ago happened just recently. This makes it look like they have been doing something (producing) recently when they actually haven’t been. An example would be that hank of silk, which, to me, appears to be from what was produced at GSS way back whenever. Things just don’t seem to be adding up to what they should be to me if all the production they keep talking about was actually happening. Also, why would you need to field trial your 2 parent lines. Wouldn’t you just raise and breed them at Prodigy where it’s climate controlled? Makes no sense.
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