Replies to post #44684 on Kraig Biocraft Laboratories Inc (KBLB)

[jdlamont]

Fast Money- with 5000 insertions, there may be many candidates that can be licensed out.
This is a great source of revenue! (7 figures up front)
Cost of revenue is ZERO and kblb could get royalties on any products developed as a result of the license. These funds could internally fund projects kblb wished to pursue 100 percent on their own.

[Romans828]

"In the end KBLB will trade based on what KBLB really has"

You make many valid points.

However, I believe the market is basically rational in the long-term, while I believe it to behave basically irrational in the short-term. The over-reactive, lemming mentality often predominates in short-term spike behavior.

I also am considering it as a fact, that the first commercial deal will not be "all there is", it will be the beginning of a series,of long-term commercial deals, as KBLB continues to exploit a long sequence of technical breakthroughs with a myriad of product applications.

[FACT-MASTER]

imo,
The present KBLB price per share has held a speculative base,... imo, a commercialization event IS NOT built into the present price.

A commercialization event would be a paradigm shift for the KBLB company,... too many variables to call as to how big an increase it could have, one major variable could be "who" such a deal is with,... the idea of a partner taking an equity stake has also been written about here before - another possible factor

IMO, even a small commercialization deal would be a major breakthrough for KBLB and set us on a new road to higher valuations.

[es1]

This is a complex subject. A commercial deal could be announced that only JUSTIFIES kblb's current PPS.

So true that it is complex. The thing that still shows through on most posts here is that everyone still looks at this as a get rich quick play.
A good example is your statement...

A commercial deal could be announced that only JUSTIFIES kblb's current PPS"

Or Perdos...

Without PROOF of commercialization, KBLB is still just speculation.

First off Monstersilk is not speculation. It exists and it has a very high value. That is not opinion. I think everyone here will admit that monster silk is worth money.
I can hear all the "well if its so great why hasnt Kim sold any"

I did not say that monster silk controlled by Kim is worth money.
The silk itself IS an asset of unknown value.
That asset ALONE is worth more then KBLBs current PPS.
Commercialization is just the thing that is going to make a stock price jump. It will NOT justify or prove anything that is not already known.
It isnt like MS is fake until someone buys it.

Consider if you took the worms to the far east and didnt give a crap what the silk was used for and just produced raw silk and sold it. You could EASILY carry the 30M market cap. Selling MS doesnt "justify" a stocks PPS

That is why this stock is undervalued. Commercialization is what is overvalued here.
Commercialization will send us to the moon but it will only come back down when the newness wears off and MS becomes just a fancy silk because....
"The REAL money is in Gen 2"
and then...
"When is Kim going to prove that Gen 2 isnt all just speculation?".
Then its "Gen 3 is where the REAL money is"....
I am sure it will be all new faces and all repeated posts.

The real money is in the IP here.

It is not the silk that is speculation it is just the question of can Kim sell it. If he can not then we will get a CEO who can. I think even Kim would let someone try before he went bankrupt and unless he spends a hell of a lot the asset value of MS and the IP of KBLB will outweigh the liabilities for a quite awhile. IMO