Hi Everyone. I've been long with KBLB for a number of years and have been reading this board for quite some time. I'm impressed with the posters here and find this board both informative and fun to read.
OK.
I'm no expert in either stocks or genetic engineering but I wanted to post my thoughts on the significance of silence and why I am still very hopeful.
Of course, silence can mean anything but ... with regard to Monster Silk:
The scientific developments in 2010 were described as sudden. I don't think that KBLB expected the advances so soon. More than that, they had no product prior to that and thus no idea of what specific applications the resultant fibers would satisfy.
It was not until May 2011 that a MS strain was achieved in a 'commercial' worm.
KBLB stated that potential customers were educating them on potential applications.
The point is that Kim had to have been faced with a bewildering set of application options and probably a number of companies that wanted to obtain and test MS. Any military application would require approval of new material by both the manufacturer and by the government as well. That can be a long, frustrating process.
In addition there is the material production question, as the companies that make products would not be silkworm farmers. This puts KBLB in a rather complicated position: to solve both the production and application issues at virtually the same time. Want to bet that the Military is interested in exclusivity? More complications.
Kim has had to create a business model for a new technology, pretty much on the fly. Anybody remember Wang? Short-term success with a new technology but long-term failure for underestimating the potential.
The worms may be 'plug-and-play' to a silkworm farm but the creation of KBLB as a business entity is much more complicated.
Now, let's throw in the big marketing monkey wrench.
The Sigma-Aldrich Zinc Finger deal still has potential for much more specific process and product line. First insertions: July 2011. Mass insertions only a year ago.
Kim is trying to sell MS while also working on fibers that may well make MS obsolete. What's a customer to do? Lock in on ver 1.0 when ver 2.0 may well be coming out soon?
Sorry about the long post but all this leads me to believe that the silence is not negative. I cannot say it is positive, but gee ... in the digital revolution lots of companies got it wrong. Kim keeps saying he wants to get it right. I like hearing that. I am silently optimistic.
AI
