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Re: None

Wednesday, 05/09/2012 8:39:31 AM

Wednesday, May 09, 2012 8:39:31 AM

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As I have been reading, I think people are missing a very important concept lately about the "deal/deals" that we suppose are being negotiated.

As has been previously noted, Kim is a lawyer. Lawyers negotiate. KBLB won't need salesmen until they have a client base. In this stage they are examining contracts, not trying to "sell" product. So, KT is very capable at doing (what I suspect is going on) just that - examining contracts.

First, I don't think they have a large enough volume of MS to need a "salesman" to go out and drum up business so they can "move" their product as they create more. When KBLB has an extremely large supply, they can find a salesman then. I am guessing that is why the seeming "delay" to us, there is no hurry because there is not a lot of product. "Ramp up" can mean all kinds of things.

Next, in the CC he stated that they were learning much from the companies with which they were communicating about MS uses. This tells me that right now, we don't NEED a salesman yet because companies are already aware of KBLB product. Spider silk is fairly new to me and to the general public - but most of what I read indicates that anyone in the special textile/fabric industry has ALWAYS been cognizant that IF spider silk could be manufactured and reproduced it would be phenomenal. The PNAS told the world spider silk was near and any company worth its salt would be contacting KT or at least listen to his contact with them.

Lastly, I think KT is as good as spinning words and delays as his worms are at spinning silk. To see the announced CSC puts tells me that he is not as close to a deal as many may think.

I DO think KBLB has great potential.
I DO think KBLB is making progress.
I DO think KBLB will still take a while for the pps to take off. (Hope I'm wrong)

All The Best
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