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faithabides

06/03/21 9:30 PM

#224528 RE: Blitzed #224527

We know it will be their largest. We know they planted more trees. Ben is hopeful for an actual delivery WITH payment this month. ... I’d say, if nothing comes by mid-July on delivery, we are looking at Oct or Nov.



sickzone 04/xx/21
Re: igotthemojo post#
Post #
To get out of the lab and use the factory space like a mass production facility.Yes they do

To get the factory running at maximum production .
NO they don't.

This May/June harvest will be their largest.
They need to suceed during this production to ensure more mulberry plantings for September/October.
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rayovac812

06/03/21 9:47 PM

#224529 RE: Blitzed #224527

I think your 2 to 3 life cycles is conservative, could be 4. I think they are most likely trying to do things the VN COVID adj'ed way AND use the new equipment. They had to know of the potential of this problem going on... as they have part, or THE solution again, in the PR.

I would guess 350 kilos by now. That is enough to make a good sized delivery. How fast that happens depends on Vietnam. I think they can get fiber through checkpoints faster than unprocessed cocoons. I(we) am a little blind with not knowing the equipment, but I think that would be the goal. I thought they were going to deliver some to a Polartec already, and they still might be able to do that. Kim won't PR until it arrives, not that they shipped it to a customer. Pushing my timeline back a bit, maybe 2 more weeks....but again that is a guess as to how things are on the ground in Vietnam. Someone else will have a far more negative view no doubt, but this is me indulging you with speculation.
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WebSlinger

06/04/21 6:12 AM

#224540 RE: Blitzed #224527

<< I'd appreciate it if some of you would indulge me with some speculation based on the information we have been presented in the last year. >>

Nothing has changed in the past 10+ years.

Lots of pretty words on worthless paper. All sorts of claims. No commercial production. No revenue.