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Re: arcav717 post# 282079

Monday, 10/21/2024 8:10:19 AM

Monday, October 21, 2024 8:10:19 AM

Post# of 293453
Sounds like you can give us a preview of what will take place at the first investor conference in what, 10 years or so?

- How much silk have they produced so far this year?
- what are the performance characteristics?
- what fabrics have they developed?
- which markets will they be targeting?

Many of us have been asking for SPECIFICS all year and have gotten few.  Now they are going to hold a web conference to provide many of the details we've been asking for.

This tells me a few things:

1.  They are confident enough in what they have been doing, and have done, that they are ready to hold a conference to tell the broader investing community about it
2. They will finally give us the details many have been asking for
3. Suggests they remain on track to hit (or exceed?) their targets.  Kim isn't likely to hold a conference to tell us he's failed to deliver

Not sure I take as much pessimism away on this one.  Like many announcements lately, we have to wait longer but this does seem to indicate we are entering a new era.

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