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Re: rayovac812 post# 46745

Friday, 08/03/2012 1:30:33 AM

Friday, August 03, 2012 1:30:33 AM

Post# of 279375
KBLB is a public company.

Amsilk isn't.

Neither one has any "right" to be dishonest in their communications with shareholders or the public about basic things like revenue potential ? But, KBLB has to meet a higher standard in providing disclosure that is at least adequate to enable making an informed investment decision. IMO, their current prospectus isn't close to sufficient to the task.

"The argument is one of solving the problems of creating a fiber that is stronger than ordinary silkworm silk, using mechanical methods or various processes."

I don't agree that is "the argument"... but, artificial production will tend to enjoy a number of significant advantages that make that vastly easier for them to accomplish than for natural product producers.

"They may be ahead in the proteins or polymers department, but they are behind in the fiber department."

I don't think that's a proper characterization. The protein chemistry has always been "the hard part". While the fiber processing requirements in any new or changed material presents challenges, it really isn't the hard part. Naturally enough, they'll not work to solve any specific issues they have in processing prior to getting the chemistry right. Now, it looks like they have the chemistry mostly right... which took years and years. The production issues will not take them anywhere near that long to resolve.

"Pricing will be the key."

Yes it will. Artificial production is likely to eliminate the existing market for natural fiber production in a price based competition.

"Processing is a much easier process for KBLB."

Total fiction.




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