Tuesday, July 02, 2024 12:10:11 AM
So Kim said he expects to reach metric ton production by year end and you translate that to meaning there should be sustainable products on the shelves by year end as well?
I never expected there to be commercial scale products on shelves by end of 2024. I expect Kim to reach metric ton production targets. I expect them to start shipping that production out for use in fabrics or whatever applications “company x” desires. I would not expect any of those products to be on store shelves until Q1 or Q2 next year.
I do expect some sort of more limited run prototypes and/or limited release from Kings/M, starting the promotional machinery around a larger scale launch.
I would be surprised if anyone thought Kim announcing tonnage by year end meant well stocked shelves at your local store by year end as well. Maybe there are more optimists here than I thought.
“I know you like to get into long speculative conversations based on previous speculative posts, but I've said enough on this for today.”
Your call. I’m just along for the ride, wherever it takes us.
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