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faithabides

01/22/20 6:24 PM

#181339 RE: ImjinBridger #181337

You discount that they made small runs in 1H 2019 in Vietnam and these had to go through most probably the same reelers. It will be fine. Worrying doesn’t help anything.

rayovac812

01/22/20 7:42 PM

#181347 RE: ImjinBridger #181337

Like you said they should have learned their lesson so if they do have problems with a reeler it's going to look unbelievably bad.



Given the inclination to put out worse case scenarios, (1 for 40)I'd bet absolutely nothing is wrong. I think the news is all good, but Kim is waiting for a green light or date, that a company is willing to acquiesce to permitting announcement of a partnership or delivery. I don't think he would bother asking if a company didn't already have enough sample material quite a while ago. They would likely go into production of a planned product release. I am hoping for quick turn around.

The problem is that I would want to know, generally, how many of my competitors are ahead or on my heels. I wouldn't approve release until I am assured I win the product on shelf battle.

They could also be waiting for any other number of things. If they announce someone that we did not know was in the game, then things are going to get better than we think, sooner than we think.

If margins are world beating, Kim better not keep it quiet. The world needs to know the benefits of switching to our silkworms. Of course this is just the opinion of a market wonk. Is it time to blow the lid off yet?