"Mojo, did KBLB ever report the projected output of this first ramp-up was 200 kilos?"
yes
"The only reference to a specific quantity I could find in the PRs was a ‘ramp-up plan’ to 200 metric tons per year by the 3rd party manufacturer."
no...the ramp up was to multiple tons by q1 2023...the capability of the contractor was 200 tons per year...but kim never went that far in stating that as an expectation...
"We have no idea how long this plan would have taken, but it is off the rails now."
200 tons was not a plan...might have become one...might still...but there is nothing off the rails...there has been production...there continues to be production...but the expectations of 200 kilos fell short and tonnage was delayed.....
personally, i think 10 kilos is ridiculously low and i think kim is giving himself more time than he really needs for tonnage...probably, for once, wants to under promise and over deliver...
"I think KBLB mentioned metric ton quantities in Q1 2023, but it was not clear if that was per month or per quarter."
it was metric tons per month...and it was made clear...
"Also, I believe that plan was contingent upon Prodigy having sufficient capacity to supply needed eggs"
why would they not?...im sure there were other issues that needed to be addressed...such as enough leaves to feed the worms...but why would there not be?...they would need enough workers...but why would there not be....and on and on...
"Do I believe the batch could have been as small as 20 kilos? Yes. Do I believe the batch was 200 kilos? No."
im guessing it was somewhere in between...100 kilos would be nice...
"KBLB should have specified a quantity that large. It would represent an obvious achievement that deserved recognition."
true...but kim is ocd with delusions of grandeur...he set a goal and didnt achieve it...thats not a win in his book...and frankly, he just doesnt give a shit about his investors...
"My guess is that the batch was probably less than 50 kilos."
so 49.9 kilos?...im ok with that...its not what i wanted, but its far better than nothing...and more than enough for an on-line launch...especially if we can continue to produce at least that much...and likely far more...
" Thompson likes to publicize good news."
no...he pretty much sits on good news as well...
"He also likes to shroud bad news in uncertainty."
EVERYONE likes to hide bad news and hold off on it for as long as they can...nothing unique there...
"Stalling on reporting the outcome, giving a metric that has no meaningful interpretation? Strongly suggests he is hiding bad news."
the guy is an idiot...he will announce when a target is met...but generally, says very little if it is not met or falls short...i think he enjoys being a dick and crapping on his shareholders...
i dont think he is hiding bad news...i think he didnt meet his goal but had the best month ever in production...the problem was the worms were weak or whatever...hes trying to grow stronger worms...
there is a whole lot more detail that everyone would like to know but i dont think anything is being hidden...he is just being his usual idiotic self...i think the bad news is out but some may want to believe there is worse news...for whatever the reason...
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