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Re: King Bolaba post# 41729

Thursday, 03/29/2012 12:22:51 PM

Thursday, March 29, 2012 12:22:51 PM

Post# of 278687
King, thank you for posting the email. Any real information that anyone has is always a welcome distraction between the "This stock is going to the moon!" and the "This stock is going to ZERO" posts with no other rationale added to them. I do have a couple of points I'd like to get others' opinions of.


I do not normally comment on postings, but I do think that an exception in this case is warranted.


There have been hundreds, if not thousands, of posts with 100% incorrect information posted as both fact and opinion - why does this one post merit a correction from Kim? Especially when he could have just commented on the topic tomorrow in the CC? The only reason I can think of is that he saw the 30% drop in PPS and wanted to put a stop to it, or possibly reverse it. If that's the case, what concern is the SP to him right now? The only reason why the SP would be an immediate concern to him is if he is going to get something based on the SP, ie. trading shares for advertising (pumps), financing, or possibly for that company he wants to buy? Is there another reason why Kim would 1) correct an incorrect post about the science the day before a CC, and 2) care about the SP right now?


In short, the analysis is incorrect and is based on a seriously flawed series of assumptions. Homozygousaty was not a major problem.


Does Kim know that it is "Homozygosity", not "Homozygousaty"? This is HIS field, and he can't spell it right? Normally, I would assume 1 off letter is an accident, but to just try to conjugate homozygous and get it wrong? Is it possible that this is a fake email? I'm not accusing anyone of anything, but that to me is a small red flag.






We do believe that this material is commercially significant and we are working to ramp up production of monster silk.


This is my biggest concern out of the whole entire email. "we are working to ramp up production of monster silk"?!? Didn't we hear that a year ago?!? If he was going in any other direction that "producing monster silk", they would not still be "ramping up production of monster silk". And if he is still "ramping up production of monster silk", that means they still don't have enough to do something with it (ie SELL IT). So if he is telling you this today, nothing is going to change between today and tomorrow, so tomorrow's conference call is going to be "we are working to ramp up production of monster silk"!
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