"One of the only worries in the back of my mind is the security of the IP from not only China but also Vietnam itself."
im not too concerned with China anymore...as long as we will soon mass produce and sell spider silk, China is of little concern...i think China will have spider silk eventually...imo, thats a given...whether they figure it out on their own or whether they steal it matters little anymore...at some point, China will be the 800lb gorilla in spider silk...theres no getting around that...
i believe at some point kblb will be bought out and then China will be someone else's problem and none of my concern...as for Vietnam, something tells me that they are already quite familiar with the entire process of how to make spider silk...could be they may not yet know the secret sauce, but i think that Vietnam will be THE country when it comes to DS...there will come a time when thats all they will do...i think kim will keep pure spider silk for himself and the US will be the country for that...
i dont believe theres anything that China can do or say that will keep this stock from hitting 5 or 10 bucks or wherever it will go before its bought out...and like i said, after that, what happens is no concern of mine...