Actually what I posted meets EXACTLY what you have been posting ad nauseum. I posted what KT actually stated, and you post your interpretation of what he said. There is a HUGE difference between those two positions.
It is also revealed in the future potential for KBLB. I think the possible scenarios of commercial development of KBLB's MS is staggering, while you continue to paint KBLB into a corner and give only 2-3 options for escape.
In order to keep the scientific value and licensing agreements, I would imagine that KT would require anyone with a reasonable interest to sign a NDA or CA. Why not? If 100 companies call him up, I would think he would fax 100 NDA's and request them to sign before calling him again - even if he can only supply 1 with Monster Silk right now.
He also has stated that the more companies with which he has had communication, the more he has learned about the potentially varied uses of MS. GREAT! Talk to 100 more companies and learn more! Go to 20 trade shows and find out things about the textile business from the ground up while also speaking to management through the NDA's and learning from the top down!
Supply & Demand: if he is talking to more companies than he needs or wants, it is a good possibility that these companies may need to compete against each other for the right to do business with KBLB. With the PNAS articles causing a furor among the general population (most of the people in the business have known about spider silk for decades) - more companies may compete to get this "NEW" product and increase their PR to make more awareness for their own company - thus increasing their own bottom line.
Furthermore, simply signing a deal with a billion-dollar company MAY NOT be prudent, if that company wants a deal which will benefit them to the detriment of KBLB. So, sure, tell the big boy to kiss off if he is willing to only pay $X per ton and a smaller company (as long as the smaller company is fiscally healthy) is willing to pay $XX per ton. Many big pharma companies sign deals with the smaller ones which brings immediate and welcome financing, but ultimately places them in a position where they do not receive the proceeds they ultimately need to actually compete in the market for another decade - thus, the big boy wins. Who cares if we sign a deal with Sigma-Aldrich, DuPont or any of the other big boys if it hurts KBLB in the long run!
Visibility here for KBLB is finally a good thing - as long as there is a legitimate product. Nothing wrong with going to a textile show - not every company in India, Japan or China may receive Textile World. The more visibility, perhaps the more leverage KBLB may have to sign with one of the companies which has a NDA and is dragging their feet.
I think he does need a salesman/marketing person - so it is a good thing that he went to the show himself and gave it a shot to find out the qualities that his future employee will need.
KBLB is still a R&D company. They cannot treat potential partners NOW the way they may be able to in 5 years. If the information we have received from KT is correct, KBLB is at the threshold of becoming a production-stage company. Many R&D's never make it to this point. Multiple others which make it to this point never actually get the proper revenues, sales force, market capture, etc. to remain viable in the early stages when they actually begin producing product.
I say, "Take your time, Kim, while the eggs hatch and the cocoons spin and the inventory builds up." I would doubt that many people would be hired anyway until deals are signed and money begins to trickle in to the war chest to begin their assault in the textile market.
MUCH MORE potential exists now than six months ago, because the company is entering a new stage. Many may not have liked the deal with CSC to get through the R&D stage, but that deal was much more creative than many I have seen and it did not hamper the R&D. Now I think KT will search for a good deal which will not limit the production opportunities in the future for KBLB.
Of course, we'll see.
All The Best
