Reader Interaction - 16-17 Mar 2006

Sharing Ideas and Kicking Speculations Around
16-17 Mar 2006
EB Reader & PK Correspondence
PK,
Thanks for bring me up to speed. You have given me new insight to weigh in my decisions. My take of the raising the outstanding shares is that I believe Bill Robinson and William Ince may very well have to get into the initial production of their product to make this go. Therefore, a joint venture may have to occur with a plastics manufacturer. To do this, they will have to raise capital. Thus, the reason for the increase in shares filing.
My concern is that there is some hidden reason why it is taking so long to sign on contracts with various industries. It could be coming to a standstill over royalty percentages between parties. The product has tested very well.
The other issue is reluctance of some companies changing their supplier from GE and DuPont to an unknown supplier in China or oversees. GE and DuPont could be applying
a large amount of pressure on their customers not to proceed with ITKG's product.
Promises of something similar on the horizon?
Of course, all of these comments are speculation.
I am very proud of Integral's code of Ethics being published on the internet. Your past information tells me a lot about the integrity of management wanting to do things the right way. I am a little surprised that Integral has not updated the shareholders on how ongoing negotiations are going. Bill Robinson pretty well laid it on the line with his January 6th release.
There are considerable expectations on ITKG bringing their company out of the development stage to a company that will start producing revenues.
My strength is in the marketing and business area. I see that ITKG has all of the ingredients to succeed.
-----------------------
EB Reader,
You may well be right in regards to the reasons behind the raising of outstanding shares. I know that they tried to use both GE and DuPont at plastic producers in the past, but this was during their mentorship phase -- at that time, those two companies dragged their feet on supplying materials--much to Integral's irritation and disgust.
Integral then attempted to coordinate this effort with polymer producers elsewhere in the states, and here in Europe. Bayer was one of the companies contacted. They then reached out towards China, and made contact(s) with polymer manufactures/producers there.
The status of those coordination's are unknown, but rumor during those forays was that they were happy to have either a back-up or primary in place -- then they began anew in discussions with GE and DuPont.
Like I said before, facts and speculation are mixed up with this -- I am merely an outsider looking in, and the windows I have to peer through are shrouded. All the same, I doubt that Integral is going to get involved in the manufacturing process--aside from supply chain concerns.
Plastic producers know their job, and Integral will trust them to do just that---if they cannot handle that, then maybe all this earlier coordination was done to give Integral a ready alternative to accommodate a squeeze play by any one specific producer.
As for the increase of outstanding shares, I still have a question mark on that one, but if it is--as you note--related to the question of material manufacturing, at the very least, it shows that their focus is in the right place...
Cheers,
PK sends...



0 Comments:
Post a Comment
<< Home