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TRUISM

05/27/23 12:13 PM

#261493 RE: trainer2 #261491

I agree and have been saying just that for quite some time now.

The answer is far from a larger humidifier or little "tweak."


Let's boil it all down to what is wrong with KBLB up to now. Vietnam has everything needed to process cocoons to silk. Been doing it for centuries. So take them out of it.
It all hinges on KBLB not being able to create specific reliable and stable generations of silk worms. GENETICS!





TRUISM
Bearish
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igotthemojo

05/27/23 2:54 PM

#261497 RE: trainer2 #261491

my thoughts...

the eggs for the contractor are coming from prodigy...prodigy is a controlled environment...they can do the sericulture and make it work...i thought that the plan was going to be to get prodigy up and running, make a few hundred tons and build another prodigy somewhere else...and then do it again and again...

but apparently that was too much work for kim...he doesnt want hundreds of employees and multiple facilities...and he wants more profit...

so he decides that prodigy will make the eggs and farm them out to contractors who will do all the real work...far easier for him and probably more profitable...especially if he owns a piece of the contractor...and who knows what else is going on that we dont know about, given how kim likes to do shady shit...

but staying on track with my post, the problem is, once you take the process out of a controlled environment and put it into uncontrolled vietnamese sericulture, things are quite likely to be a bit different...and as we are finding out, they are...

but its not the genetics...the worms are probably not acclimating well to the new environment...i dont find that shocking...and it appears that the fix is more husbandry than genetic modification...its breeding...

thats not to say that there may not be some genetic modifications to come...but that wont be to fix what has already been accomplished, genetically...it will be to fix a new problem...trying to solve a NEW problem doesnt mean there was something wrong with what has already been done....

i think part of the problem is kim is trying to prove he was correct when he said he could just do the "drop in and replace" thing...he may eventually prove that capability...but its taking a lot of time...wasted time imo...considering we could probably have been producing 50 tons at prodigy by now...

kim isnt trying to get a walk or a hit or even a home run...he wants a grand slam...SMH...

i dont mind going after a grand slam...but you gotta have people on base to do it...i would rather have seen a few hits and have the pps be decent WHILE he works on getting that grand slam...but that isnt how hes doing it...

personally, i think we are close...i think we can profitably produce a lot of DS with the contractor even while losing 20 or 30% of the worms...but kim wont move forward until he's much closer to perfection...again, SMGDH...

i think we are almost there...either we are close to kim's version of perfection or we are close to kim making the decision to start going with what kblb can do...

if kblb can make money, its time to start doing it...he can use that money to keep pursuing perfection...

and it wouldnt hurt for the AF to see that we can produce product profitably...even if not optimally...

gimmegimmeminemine

05/28/23 12:57 AM

#261522 RE: trainer2 #261491

It all hinges on KBLB not being able to create specific reliable and stable generations of silk worms. GENETICS! Are they fighting a loosing battle? I wish I knew.


That's still the question and the reason for the share price.

It's been a worry/complaint from many investors since the 1st attempt at mass scale way back in 2014. Piss poor clarity. Lots and lots, tons and tons of potential. Piss poor results and deceptive unclear communications thus far. Numerous red flags but nothing....NOTHING concrete one way or another.

So where are we?
Any bodies reasonable guess is possible. Everything from great success to complete failure or some place in between.

13+ years since the breakthru, with the follow up communications from the company, investors still have no idea if this will work out or not.

But I heard DoD finacing is a slam dunk.