Friday, February 15, 2013 11:19:27 AM
I know Kim has said this (or very close to it) publicly in the letter to shareholders. You are right that many potential buyers require many samples. We are still talking over 10000 samples from the 50kg amount we are speaking of.
but
Where is this statement made?
I dont really want to entertain information made by someone who talked to someone who went to school with the daughter of the guy who grew up next door to Ben Hansel.
As far as I am aware Kim has given us no information on any amount of fabric or samples.
So we can only assume that someone has received enough samples to ask for something stronger and less flexible, and that someone has done enough testing that Kim feels the need to set up a pilot program and get his ducks in a row with a textile processor.
If we want to speculate I would not be able to say Kim didnt get enough samples or he would be trying to produce samples and find partners still. We have moved past that
Putting any amount of logic to the information we have would only lead to positive results. Speculation would lead to something positive happening.
As far as I can tell any negative speculation would have to be made with assumed negative facts (like lack of samples).
The available facts are not leading me to bad news.
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