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bananarama

01/01/23 8:31 PM

#252658 RE: rayovac812 #252657

Rayo...I want to thank you for your KBLB posts. They clarify a lot of things for me. This post is one of the best. I love the fact that you said "the pilot worked." That makes me feel a whole lot better about what is happening right now with KBLB. I love this line:

"When they did the pilot, those pilot numbers were beaten by the batch numbers in October."
I forgot about this! GO KBLB! HAPPY NEW YEAR!
Bullish
Bullish
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TRUISM

01/01/23 11:14 PM

#252665 RE: rayovac812 #252657

Get out the popcorn and enjoy the 2023-2024 show...

Durability testing was never mentioned; intentionally; for one.

How many factors? I don't think you could know. If you consider that they already have proven the tech via pilot... how many factors/changes in conditions could there be? It ain't as bad as you are painting it. When they did the pilot, those pilot numbers were beaten by the batch numbers in October.

You are also making a claim to our silkworms having extreme sensitivity. You do this without being able to give any numbers. None of us can. And again, the pilot worked. So your statement denies the fact of that success, and that makes your statement extreme, beyond our ignorance of the numbers.




TRUISM
Bearish
Bearish
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DimesForShares

01/02/23 6:58 AM

#252667 RE: rayovac812 #252657

The pilot was a ‘success,’ but we don’t know any more about the situation than that.

Despite the success of the pilot trial, the 90-day ramp-up at the silkworm farm produced a crop significantly below expectations. Why?

There are so many unknowns here. My first question: why did the ramp up take 90 days? 90 days is two generations of silkworms. Did they need 45 days to ensure the facility was ready for the crop and then raise a single generation, or did they raise two generations? We don’t know, but that could be important.

Did the crop at the end of 90 days die because of climate issues, silkworm disease, problems with food quality, or all of the above? We don’t know.

Which of these issues are the new hybrids supposed to address? Some of them? One? All? We don’t know.

What percentage of the expected output did they produce? 95%? 5%? Again, we don’t know.

Where in the process did the silkworms die? Before hatching? During one of the instar phases? Just before they were supposed to cocoon? All of the above? Once again, we don’t know.

What we do know is that Thompson withheld considerable information about the problem from shareholders and, in the past, this has meant the truth was quite disappointing.

I fully support Truth’s claim about the potential for many factors to be involved. The previous ‘success’ of the pilot program may have occurred under ideal conditions that are all-but-impossible to replicate. We don’t know.

I hope KBLB can provide us with good news soon, or at least some mediocre news soon. Anything to clear the fog of uncertainty Thompson has produced would be helpful.