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DimesForShares

08/10/17 12:16 PM

#126034 RE: dillonview #126030

A partial walkback: The DoD issues some uniforms...

In my post, I said the Army doesn't issue uniforms. Several have rightly challenged this point. New recruits are issued a small number of uniforms. However, the majority of uniforms are purchased by servicemen (and women).

This doesn't change much about what I reported in my post. The DoD contracts private companies to produce milspec equipment. They don't make their own uniforms. The companies must follow the specifications precisely (and they are quite detailed in the specifications). Spider silk is not in the current specification, so no one will mass-produce uniforms until the specs change.

This is a slow process.

I don't agree with Ruskie's conclusion that we are years away from volume sales that would move the PPS up. Aside from the obvious commercial and medical applications (perhaps even manufacturing), shoot packs are a different kind of product than pants. Everyone understands how important it is to protect against ballistics. If DS shoot packs (search for 'Kevlar Insert' on eBay) prove superior to existing Kevlar versions, the Army would do everything they could to hasten the approval of the new gear. This is seen as mission critical.

Next, I mentioned the process is not as lengthy for underwear as for the uniforms themselves. If briefs and tees were approved, KBLB would strain to keep up with silk production even for those items alone.

In all cases, KBLB would likely be selling their silks to other manufacturers and not directly to the Army, Navy, etc. But if they specify MS for underwear, that is the only thing that will be used. KBLB will have a corner on the market.

If I had to hazard a guess, I would bet that commercial applications will come first, mission-critical military applications next, and medical applications after that.

Commercial applications alone should drive the share price up considerably. Even the potential for volume sales should drive the price up considerably.

IAMTHEONE

08/10/17 6:29 PM

#126044 RE: dillonview #126030

As a Marine Corps veteran from 2002 to 2009 every piece of gear we received cold weather gear desert gear hydration equipment boots shoot packs etc. was all received from the DOD.. It's possible to go through a full 4 years or more contract and not have to purchase anything extra besides small personal items like socks skivvies and rank ensigns..