I think you’re being very conservative.
Definitely I agree this is spectacular news that is most welcome. In fact, if all goes according to every market forecast of the spider silk market, we should expect news of expansion multiple times a year going forward.
Name drops in 2025? Hard to say. As shipments go out, a new customer’s leverage to demand an NDA keep dropping. Kim will be holding the cards and customers will fight to be next in line. There will be typical discretion with client names but if adidas wants to say they want an NDA while they test , Nike may say they will announce collaboration immediately.
We already know they will do it. Both adidas and north face announced collaborations years ago. Obviously during testing phase that ultimately failed.
Kim needs to release production numbers soon. Like this year would be nice. The sooner everyone believes tonnage orders will get filled, the sooner the share price can finally reflect market anticipation.
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