"We still don’t know the exact size of the European luxury order, but we do know they had 1/3rd ready back in July."
im just going by the fact that kim announced 3 customers and said he wanted 1.5 tons before delivery...seemed like an odd number to me...why not just 1 ton or 2 tons....to me that means 500 lbs each...they may have had 1/3 of that in July but i doubt they had more than that...if the amount needed is 400 lbs, 300,200, or whatever, thats fine....i just want delivery of whatever the amount is and the name...its the name that is of major importance...not the amount...and i wouldnt mind a shout out from that name as well...
"1 They’ve already been quietly reeling more silk during/post-diapause"
doubt it...sounds to me like they are intent upon diapausing everything from here on out...i think they were in production of b-alpha parental something or other...building up the inventory of that strain...
"2 They’re dipping into the original one-third that’s been sitting there since summer"
i think so...i think that the euro house wants diapaused silk....i think the new customer, whoever it is, may want (as suggested by sickzone) to make sneakers or something hardy...so i dont think they are needing the silk to be the softest or silkiest stuff...their interest would be performance and durability...
"Cycle 6 should be cocooning right now. If it hits the 250–300 kg range with BAM-1 Alpha’s boost"
660 lbs??...from cycle 6 alone?...i would sure love to see that...
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