I am happy with the press release, as well as the expanded trading volume and recovering pricing of the shareholder stake in kblb, but, still maybe a year away from users having products in their hands from earliest commercial production?
the "scaled up" production of yarn is obviously imminent. maybe, based on the press release last night that John Rice will be in Viet Nam, the next sequential batch might start a cycle beginning (at the existing facility), what, every two months?
That produces cocoons that get sent to a different company's facility to be made into yarn, which then gets shipped to customers, who likely are not resellers of the yarn but are then combining the yarn into, what, fabrics? The fabrics then get sold to yet other customers in the vendor chain from the silk worms to some ultimate finished product. We are expecting the finished products to be, what, clothing?
I am all in for most uses, but, how much value or credibility comes from seeing the yarn make clothing? If for military and law enforcement personnel to be safer and more comfortable, then hoorah. But, if there are going to be future earnings to make us richly rewarded...?
I was hoping for more industrial uses to be developed. Imagine if the fibers are added to, say, tires on aircraft?
(a side note to earlier postings about climate and such: history is different depending on your vantage point. I flew over the everglades at intervals and was astonished at housing replacing plantations that had replaced the "slow moving river." I started out in college as a geology major and recall that the distant geological cycles included repeatedly, at intervals of many hundreds of thousands of years, sea levels where only the mountain tops of California were islands. The urbanizationn of the everglades or the rainforests or even the ecosystems everywhere on the planet will not be measurably changed by the replacement of coal, batteries or nylon fabrics)
News 
Market Data 
Discover 
