“Kim said he is "targeting" Q1 and Q2 2020 for the first batch. So Pick what you want. “
Kim originally said Q3 or Q4....now he’s saying Q1 or Q2?....
So why is everyone hung up on production occurring this year if kim has already revised his previous prediction?....
There should be no issue of timing for customers, or amounts for individual customers or who gets what...none of these issues have any bearing on how much silk should be made or when...
Kim has said they have customers willing to buy as much as they can make....so they should make as much as they can and as fast as they can...they can parcel it out as they see fit...but it is ridiculous to think they would only make enough to cover a certain customers needs...
Competitors and anyone else can figure out how long it should take to get to tonnage...that’s no secret...that’s no reason for vagueness or stuttering on the stage...and the coo shouldn’t have to ask permission of the ceo to state what can obviously be determined by anyone who cares to know...
But if you CANT ramp up at the normal rate, for whatever reason, then that might be a reason for hesitation...what Jon was asking was “Kim you want me to be honest or would you like to answer?”...
Of course kim was like a deer in headlights as usual...so Jon just just said the first batch would be several hundred kilos...and left out when that would be accomplished...
Apparently that will occur sometime in the next 10 months???...