"Announcement stated shipped a 'small commercial quantity to Warwick'. Good news. Ques: How many months before Warwick evaluates, develops a product and goes public with a product?"
...A little experience....we already were "on the run" when such an announcement was released....didn't make such a commitment, until we felt "sure of success"...winners keep the "risk of losing" to a minimum...Warwick has a history of winning...I guarantee you, they aren't "just out of the blocks"...
I think your time frame is acceptable if not a little optimistic if you are talking about a product made from MS. I would think that could actually take longer than 6 months and could pass the year that CH spoke of. However IMO to invest in that would be a good idea considering they only need to know MS properties (which they already do) to know which of their existing products could be new and improved by the addition of MS to the menu.
So just for the sake of argument if they have a fiber they use for butchers gloves that in very hard to cut but is not very strong the addition of MS will make their butcher glove stronger so they dont tear as easy. That would be something that could be done once they figure out how to weave the MS and the other fiber together. This is what they are using the small batch of silk for. People assume that "test weaving" means making a silk sheet of 100% MS. That is not what they are trying. that would be simple.
If they wanted to make a parachute of MS it would need a year of testing easy. There is not much that could be made of 100% MS that would yield an advantage of the strength without a years worth of testing IMO that would include everything except mundane clothing. I dont think the price we need to achieve would be available in the garment industry yet. And even athletic wear or shoes would require internal testing of a year.
I do not expect a 100% MS anything in 2014. I expect MS to be incorporated into a product in the next 4-6 months. I would expect that once we have a product that requires a constant supply of MS (even a small supply)we will be able to run up production to be able to support SSMs larger quantity needs.
As for my PPS expectations .... I sold my .05s for .06 and got the 20% I like. I expect the drop to .05 again and IMO with the eoy we could see mid 4s again before the next bounce. Not because of anything about the company but because the mentality of the market suggests that people do not expect anything from Kim for another 30 days. IMO it is time to look for the reload point I am looking for .0465 maybe .0455. News trumps all as always
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