DiamondHealer95
13時間前
This sure sounds like a pump to me.
Mojo, you have absolutely no clue what the catalyst will be because you said a dollar by June. So, you're comments are out.
Truth, according to AI, as I've posted, this stock should be trading at $2-$5. However, as previously stated, we have 0 marketing. Marketing will make this stock move. :)
Everyone is focused on a metric ton which is hilarious to me because KBLB isn't open for business until 1.5 metric tons. So, the focus should be 1.5 metric tons.
Still, we won't see a PPS increase until sales are reported and the first sale of spider silk, if MARKETED properly will move the needle.
igotthemojo
14時間前
"Can the bridge loan alone get us trading in a higher range ?"
not if its all dilution...but then i dont expect any real dilution...maybe some warrants...and kim said he had enough cash for at least another year, so hes not in that big of a hurry...i do hope the financing occurs sooner rather than later because then we can move forward with growth and expansion...but knowing kim, he'll hold out for as good a deal as possible...he'll take $5 mil from a reputable lender with good terms...but id like to see him get financing from a large partner or potential partner...a gorilla hopefully....and then id like to see that $5 mil turn into a much larger amount...a release of who that party is could be bigger than the financing itself...
"That would be nice. 2025 is the year we learn whether Kblb has the goods that others with much deeper pockets want to own , imho."
im already there...for me, its just producing enough product and deciding who gets what...i look at it as a done deal...its only a matter of time now...
"Although maybe Kim isn’t entertaining buyout offers until he has this on a national exchange first ?"
i think kim has a number in mind...anyone who offers up that number and we get sold...its just the likelyhood of that happening is slim...5 bucks a share makes kim a billionaire....thats a nice big round number...but if he has to take the stock to nasdaq, he'll hold out for more...
"Why would he do that unless he really thinks he can build this organically quickly."
i dont think he can build the company up quickly...its going to be slow going without the backing of a very large corporation...i think we can get to a buck per share fairly quickly...but after that, the numbers really wont look that good...$5 bil market cap for a company that is putting out a handfull of tons per year?...the company profiting 1 or 2 mil?...
if we can say that JnJ or the military or dupont are customers or investors, then, for a while, the numbers wont matter...the stock will fly...but at some point, reality and reason will prevail and the pps will drop back to what is reasonable...
" With the latest updates I’m a bit surprised we aren’t at least trading between 15 to 20 cents."
historically, too much over promising and under delivering...too many mistakes and bad decision...too many false starts...a 4 year, $40 mil contract with nothing ever delivered in that time period...these things dont inspire confidence...the last year has been nothing short of awesome...the 12 years prior were an utter mess...
once we produce, products are created, revenues start coming in and there is marketing and advertising, we will see a nice rise in the pps and volume...
rayovac812
2日前
i get the idea that we are progressing and there were things that we did not know....but we should have found those things out before signing a 4 year $40 mil contract...
I think a larger company would have paved the road better. Maybe with their money, there are fewer surprises. KBLB is an exception to the money rule, but there are consequences for doing things on the cheap, and learning as you go.
but that was a business contract...there was nothing experimental about it...there is nothing to be learned from it other than it was a failure...
I don't have much of a problem with that, with the exception that all parties understood there was hardly any production yet. When you are running pilot production runs, and have small cocoons relative to what they have now and existing commercial silkworm cocoons, these complicate the attempt. Still developing. Not having liabilities for failure written into the contract, it smells of some understanding by all parties that it is a "lets make a go of it" mentality. Still it was a business contract and a failure.
but im not gonna whitewash the past... as i said..it is what it is...
Me neither. We are getting to the point of delivering product, and somethings still need to happen, like a new contract(s). That will come with production numbers Kim stated recently. They should of made products ahead of the contract before jumping into it. Time to grow up.
Folks that make products will have to prove it can be done with our product, that should not be on KBLB. That is the purpose of supplying trial samples. I thought Kings had done that. It was their discovery that there was a problem after they signed on too. They thought they can make it work until it was evident they couldn't etc. All part of sharing a vision. It will likely be rewarded with a new contract, to some frustration from our POV.
I really hope no one else makes the same mistake, and they received plenty of silk to trial whatever they want to make.
igotthemojo
2日前
"In business, especially in cutting-edge biotech like spider silk, contracts like the Kings deal aren’t just about deliverables."
of course they are...they can be about many things, but but when you sign a contract to deliver a product, THAT is REQUIREMENT for a successful contract...
"They’re about developing systems, testing scalability, and refining processes."
thats all well and good for the company that is contracted to deliver....but if im the one waiting for that product, i really dont care about the rest of it...that can all come later...i want the product that is supposed to be delivered..
"If you measure success purely as 'did they ship boxes on Day 1?' then yeah, it might look like failure."
it looks like a failure because it is a failure......day 1???...they never delivered a thing in 4 years...
"But in the real business world, success is measured by progress, adaptability, and long-term positioning."
thats all well and good for to look at it from kblb's point of view....but the entity at the other end of that contract couldnt care less about what lessons you learn from your failure...
"If something doesn’t work in Year 1-4, but leads to improvements in Year 5, that’s not failure—that’s iterative progress."
it was a BUSINESS CONTRACT....it was supposed to be something to learn from or something experimental...lol
im done...not even gonna bother to read the rest
arachnodude
2日前
Jake, let me break this down in plain business terms so there's no confusion about why I'm the purveyor of sense and logic here.
1. The Kings Contract Was a Strategic Step, Not a Binary Outcome
In business, especially in cutting-edge biotech like spider silk, contracts like the Kings deal aren’t just about deliverables. They’re about developing systems, testing scalability, and refining processes.
If you measure success purely as 'did they ship boxes on Day 1?' then yeah, it might look like failure. But in the real business world, success is measured by progress, adaptability, and long-term positioning.
2. Learning from Iteration Is Business Reality
Contracts, especially those dealing with first-of-their-kind technologies, often evolve. It’s called a change order or contract amendment.
If something doesn’t work in Year 1-4, but leads to improvements in Year 5, that’s not failure—that’s iterative progress.
Ask any executive in manufacturing or biotech—they’ll tell you the same thing.
3. Emotion vs. Reality—Where They Cross Paths
You brought up CNBC, so let’s use that. Market reactions often blur the line between emotion and reality. Stocks tank on emotional overreactions, even when the underlying business fundamentals are solid.
What I’m doing isn’t philosophical theory—it’s reminding everyone to focus on the fundamentals and the business reality instead of getting swept up in emotional narratives.
4. The Bigger Business Picture
The Kings contract served its purpose. KBLB didn’t abandon it, they didn’t quit—they adapted, improved, and refined their technology.
Today, we have Bam-1 hybrids capable of large-scale production, a direct result of that iterative process.
That’s not head-scratching—it’s textbook business evolution.
5. Why I’m the Purveyor of Logic Here
I’m not here screaming ‘failure!’ every time something doesn’t go perfectly.
I’m here pointing out the strategic, logical steps KBLB has taken to move forward—even when trolls twist the narrative and others get lost in the emotional fog.
Call it philosophy if you want, Jake, but this is business reality: Progress isn’t linear, innovation isn’t instant, and adaptation is everything.
In short: I’m not spinning fairy tales or wallowing in failure narratives. I’m presenting the business reality of iterative development and progress.
Now, if that sounds philosophical, maybe it’s because good business sense often requires seeing beyond the day-to-day noise to focus on the long game. Something, I might add, Mr. T seems to recognize very well!
rayovac812
2日前
New beginnings.
One person's "failure" is another's stepping-stone to improved output (quality, consistency, and volume, etc).
I think you're both right. The contract was a failure, but not knowing what we didn't know at the time, it can be viewed as a success. We didn't know about an issue with combining cotton and SS. A cotton/SS thread came out of that failure. We knew far too little about sericulture.
Experts were brought in to solve both of these issues.... after/partially during, the creation of several parental strains to mate for hybrids.
The contract is a failure, but gains were realized and lessons were learned. Those lessons were unforeseeable, and not totally unexpected. Kings likely discovered the thread/yarn issue, and we now how a self sustaining production model, with many lessons learned. That is an over all success, amidst the failure. Many investors should have learned valuable lessons as well, I know I did. I have little doubt there are more lessons to be learned, but the heavy lifting is done.
We are pretty close to the fun times beginning....and a new beginning it is.
arachnodude
2日前
One person's "failure" is another's stepping-stone to improved output (quality, consistency, and volume, etc). If the contract is filled, or replaced with better options, it will not have been a "failure." It will have been a change for the better. I assume all parties involved in the overall 5-year agreement have chosen to go with the improvements. That's just what makes sense to me. Others can view it as a "failure" if it pacifies their emotions. I'll stick with the business reality, though.
igotthemojo
2日前
“Unless, of course, the 5-year overall contract supersedes all. Which, of course, it does.”
There’s no “unless”…the contract to provide product to kings has expired…but as I have said previously, the joint venture between the kings, Kblb and mtm remain intact…thus the reason why a new contract can be negotiated…
“If it was decided to let it lapse...good. There will be a better one negotiated”
It may be better, it may not…it could be the same, but different…lol
“It was beneficial to wait.”
It would have been better to have been able to fulfill the contract…
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