I think a lot of the talk here is either a little behind the times or a bit ahead of themselves.
Bobs talk of a buyout I do not think is ready to happen. They have to show they are a threat to an industry or a payer in one before that happens.
The people saying maybe 2021 are not keeping up.
My assumptions...
We had a real long delay because of Vietnam. There was so much more involved than anyone would have thought.
There are still obstacles in the path but they are minor in comparison to allowing the worms into the country.
Those obstacles will be removed completely in the next 60 days with an announcement of the beginning of phase 2.
I feel like the 2 batches Kim sent were 2 different strains.
I think one of those (MS)is for VN to cross with and revolutionize the silk industry there and the other(DS) is for us to use for our future clients.
A "batch" is 40K worms. 4-10 million eggs in Kims possession now ready to hatch any time they want.
Within 120-180 days (assuming they get the ok) Prodigy will be running fairly smooth and will produce the first ton of processed silk.
I expect some sort of activity with the military by summer.(plus time delayed by shut down) A new contract, a request for some samples of their new strain, or a request for an even better strain.
We should be able to find out something even if Kim says nothing by the end of the year just from public info from the government.
If I am right we will be over .15 by end of march.
Still hoping kim stays quiet long enough to build some doubt in those too accustomed to a delay happening.
I really want some .053 or less.
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