Um, I'm going to have to disagree with you on this one. And the 500,000 share on the ask seem to as well.
There has never been a chicken-egg problem. We have have the eggs, we just can't find any chickens that want to buy them! As for not having enough material to get a prospective customer to work with, that's just bogus. Did you see the spools of silk that were at the initial press conference in 2010? That alone would be enough for a possible customer to work with, and that was produced in the few months before the PC. We have had 2.5 years since then, including 1 year in a lab that was only moved into in order to ramp up to commercial production levels. It's been a year since then and we haven't even started ramping up yet. All we did was take 1 year to make a plan to start to possibly ramp up.
Tastes like a carrot to me.