Reader Interaction - 2 Dec 2006

The Journey's Next Phase...




2 December 2006
EB Reader & PK Correspondence


PK,

Thanks for the continued good work w/the blog. In my estimation you are providing a great service to the shareholders or those simply looking for more information.

The manufacturing announcement ws a long time in coming. Hooray! I believe it was one of the best-written pieces to date.

Now that the manufacturing arm has been announced, what is your best guess as to the next phase of our journey?

TIA



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EB Reader,

Thank you much for the words of appreciation for the EB and support –

We strive for a fair and balanced approach in dealing with this Blog – though we have an obvious bias based on our understanding of pending events, and the history shared here. This is not specifically to address your question but please, give me a quick moment to speak to others who may be reading:

The comments/answers offered on the EB—as a matter of fact, the premise of the articles hosted, and the ElectriPlast Blog itself— (is/are) not given to feed into a pump or dump scheme, but rather, they are given in a manner to let the reader/questioner understand that this is not the sole resource for information, and more importantly, that throughout the process—they have a choice.

In regards to the comments/answers offered, some responses as a result may come across as wishy-washy, and for that, well…I look at answering the initial question, but then must also consider doing so while taking into account the fact that others may also be reading. As a result, my responses are tempered in respect for the fact that I am not speaking in a private forum to just one other individual. What I would encourage any wanting to interact and get a honest opinion is to simply send an email and ask your questions on a one-to-one basis with the understanding that it not to be shared beyond that. I will then offer an opinion with the understanding that you are responsible and aware of the choices associated and that my opinions are indeed biased based upon the varied insights & experiences I use to filter my views.

Alright, jumping off of that soapbox, you asked about the:

“Next Phase of our Journey?”

Well, the “Who” is already established – and the last press release notes that there are well over 100 non-disclosure agreements (NDA’s) associated.

The “What, Where, How,” well those are apparent givens.

That leaves the “When & Why.”

The “When” is the question easiest to answer. It has already started. Over the past months, Integral and JARCO have installed the necessary equipment to make manufacturing a reality. If you had checked out JARCO’s website, you would have noted that they have been hiring recently for the forecasted increases in production. Were you one of their clients, you would have been briefed on a disruptive new material that the JARCO leadership believed would satisfied your needs and beyond—and may then have been invited, along with numerous other clients for tours and demonstrations of the product, the capabilities, and the various offshoot potentials associated. Were you to call have Integral, you may have found that Tom Aisenbrey has been spending some serious time in Jasper—but when asked why, you would have probably received a “no comment” statement. The same goes for the Integral CEO. He too has made a number of trips to Jasper—but little else is known (or rather, said) beyond that. Finally, according to the local Jasper news media, an article we intend to post on the EB later today (once an outstanding issue is fact checked), it notes that production IS presently taking place.

The “Why,” well, to make you, me, along with the various companies involved oodles and oodles of money is one aspect. But more the project management process at hand is to achieve a number of milestones. We have already crossed some of them and the price of the stock and investor awareness and enthusiasm has reflected—but more importantly, we have crossed them on time, and remain on schedule for the end result – how did Integral’s CEO describe “that end result” almost a year ago…

http://electriplast.blogspot.com/2006/01/latest-electriplast-news-dated-3.html

"While sales and marketing are becoming the key area of focus for us going forward, we realize that our most valuable asset is our technology. It is important that we maintain our leading industry position and continue to invest in innovation going forward. Our objective for 2006 is to continue expanding and protecting our intellectual property, while sharing the cost of innovation with our partners and customers.

In conclusion, I would like to reiterate that I think we are on the cusp of seeing ElectriPlast(TM) achieve commercial success. I believe that over the next several years, we will be able to gain a substantial share of the conductive polymer market that has been projected by Business Communications to reach $1.6 billion by 2010. I want to thank you for your continued support over the past years. It has been an exciting ride for us, and we look forward to a very productive 2006."

So in answer to your question – the project was detailed in the linked 3 Jan 2006 article. The ultimate plan is to achieve commercial success, and gain an overwhelming share of the conductive polymer market—which will grow as the product capabilities, and various offshoot potentials become realized and applied.

Integral has fulfilled its 2006 agenda. Now is the time to mimic the example of some of companies often referenced in the EB (like Microsoft, StarBucks, and eBay), and expand on the 2006 successes in order to make some serious inroads into capturing a yet-to-be-tapped market.

So, my friend, this is not a best guess. Based on the history witnessed, even in the past year, I would call the game plan detailed above as: "the Next Phase"…

Cheers, season’s greetings, and best to us all…

PK sends…

Reader Interaction - 27-28 Nov 2006

Cautiously Impressed...




27-28 November 2006
EB Reader & PK Correspondence


PK,

I'm seriously considering ITKG as an investment but I'm a little gunshy from some other Tobin Smith picks that have been disasters for me. So, I'm doing more DD than I normally do.

Incidently, I'm in Bellingham as we speak...buried under 10 inches of snow.

Everything about ITKG seems great...the potential is awesome...but there's seems to be one BIG problem. No independent engineer has created a product that we can see. Out of 40 experts that seems a bit strange. Somewhere I read that there was a problem of consistency within the formula. Do you know if this was a problem and has been solved, or still is a problem?

Incidently, regarding the Award...I'm cautiously impressed. I have been an international and national judge in the Direct Marketing field so I'm familiar with this form of high level award. The problem is the judges do not get to verify anything. You're given company-generated facts and have to hope they're real. To a large extent you're operating under a honor system.

But whether the Awards are for real or not only time will tell. The key point is an answewr to my question above.

TIA



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EB Reader,

As for your suspicion regarding Mr Tobin Smith and his prior picks, I honestly cannot attest to good or bad. I had not heard of him until earlier this year--and only then though other Blog Readers such as yourself. I am not a subscriber to his offerings, though there have been times that some have shared. As for his past, well you have better insight than I there.

What I can relate is, despite what he notes in his stock reports -- he has no impact on Integral or the Management's decisions or progress to date. Were he not highlighting ITKG as a buy option, the stock would still have risen (maybe not so quickly, but it was on an upward progression all the same).

Earlier this year, Integral's management announced the overall game plan for this company's marketing campaign. This was the starting gun's report to inform all that Integral had transitioned from a developmental stage company and that it was aggressively working to now market their patented potential.

I understand your caution, and realize the need you express to know more before leaping blindly onto something so potentially new, and not yet marketed.

There is risk involved in that thinking, but there are rewards associated too.

I agree, this is speculative at best, and your caution is deserved. BUT, you have an opportunity that many do not have before you.

You are in Bellingham!

• You can contact the company and request a visit to the premises.

• You can speak face-to-face with some of the players associated with the birthing of this disruptive IP and get a direct impression before you invest.

Yes, I--being in Bavaria--am operating on an honor system, but I do have friends, whom I trust, and who had signed limited NDA with the Integral Technologies. It was these friends, who after their NDA expired, relayed their experience and impressions to what they were exposed to.

Not to be lulled into blindly believing based on faith alone -- I do value the judgment of these friends. I value, in a few cases, their technical expertise in assessing & evaluating their observations.

Yes there are awards, and experts have lauded the possibilities surrounding the ElectriPlast IP, and the potential changes can bring to the table. And while, as you note, Judges for awards do not often get a chance to garner full disclosure and access to all materials being reviewed, depending on the patent, patent pending or other legal statuses associated -- they do get access.

That's more than many reading this Blog have at present, and why when limited exposure to ElectriPlast, and awards offered are announced, people take note.

Once again, you are in a great position to visit the Integral facilities. I would urge you to call, make an appointment and act upon that opportunity before you before you consider investing.

Cheers and best from the snow-capped heart of Bavaria,

PK sends...

Reader Interaction - 20-21 Nov 2006

Investment Compass Bearings...




20-21 November 2006
EB Reader & PK Correspondence


PK,

The buying activity was solid today. Are we headed towards a Fortune 100 announcement as has been tossed around?

I managed to pick up another 23,000 shrs ($1.92) during the meltdown 2 weeks ago so the pick up truck is now full to the brim.

The CES news is a great honor but the Christmas present would sure be some major news.

Hope you're doing well before the Bavarian winter sets in,



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EB Reader,

Good for you on your acquisition. Many were listening to a few nay-sayers predictions of doom and darkness -- far from the reality surrounding this investment.

The company is still on track to doing business with Fortune 100 companies. Directly and through both Heatron and JARCO. These companies already have client lists and sales forces in play and working on their behalf. Both have the impression that ElectriPlast could seriously change their fortunes and are working hard to turn impression into something substantial.

Integral too continues to coordinate directly with its 40 or more initial corporate contacts, plus those Defense entities that QuanStar introduced them to last year.

Solidifying the Supply Chain is key to the ultimate success here. Last month, BR and TA traveled to China for an unspecified reason -- trust that it centered on ensuring supply chain issues were covered.

As for the recent recognition of the CES, that is an extremely large deal. The point of which is to direct eyes toward Integral's IP, and get them asking questions. The questions will be resolved with the first flurry of contracts.

IMO, Integral and ElectriPlast is just about at that stage.

No matter how it turns out, January will be an interesting time for all shareholders fortunate enough to get in--even at today's prices...

Cheers and continued best for you -- and us all...

PK sends...

PS -- I am working on opening a new Blog in the near future - would you mind if I incorporate this email into it ((without personal information/names or email addresses associated))??



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PK,

As I've always said; You may use any e/mail that I send to you for your web-logs. I always appreciate your intellect and insight. At times, as an investor and true believer in ITKG, it feels a bit lonely because management is so very quiet concerning the operation and direction of the company.

My imagination for what this IP could lead to in the future is as bright as sunshine. However, during some of these dark days it's nice to be following the guy (PK) with the flashlight.

I'm still hoping, though you said it wouldn't happen, that the forthcoming Apple i-Phone will be equipped with a PlasTenna.

Stay warm and best wishes to you...

Reader Interaction - 10 Oct 2006

Any Good Words to Share...




10 October 2006
EB Reader & PK Correspondence


PK,

I want to thank you for your insight. Do you think we are going to see any press in the near future?



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EB Reader,

As you may know, Tom Aisenbrey is in Jasper at this time. Bill Robinson (BR) is in NY finishing up on some business, and will soon be meeting Tom and others at JARCO possibly toward the end of the week.

In regards to press in the near future, the general thought is that usually, BR does not like to have press releases flow until he is in his comfort zone, back near his home base.

That said anything is possible when Jasper Rubber is involved.

Rumor has it that there are a couple of customers present who are interested in using ElectriPlast material purchased by JARCO. I don't know who exactly brought them to the table (former Jasper Rubber clients, or clients Integral developed lo these many years).

If it is an old Integral client, then a press release is destined to happen. If it is a JARCO client, then that company controls the flow of information to the media because their first responsibility is to their client, and if that means giving that entity a marketing edge, by protecting the client’s product, or material source—then that is what they may do. Sounds stupid, but it’s about legal matters more than common sense.

Speaking of BR's travels – rumor has it that in November, he'll be heading back to China. IR gave general information on his travels last time he was there. This time around, his itinerary, and agenda is unknown.

That doesn't answer your news question. On that front, sorry, in taking a front door approach to gathering information, everyone has gotten tight lipped. I’ve got to do some more digging around the edges, which means by the time I track down a reliable line of insight, the press release will have already been on the streets.

Still, my interest is piqued on this one also...

Cheers, and anytime as far as added value insight goes,

PK sends...

Reader Interaction - 5-6 Oct 2006

Patents and Challenges to IP Ownership.




5-6 October 2006
EB Reader & PK Correspondence


PK,

I have been doing some research on conductive polymers.

Is ITKG prepared for challenges to their patents?

The reason I asked is that IBM has many patents on "Inherently Conductive Polymer" processes etc. ITKG patents are using "conductive polymers." Sources have told me that there is a fine line between the two processes on what is used and how it is used in the plastic industry.

Can you comment on the above?

You thoughts are appreciated.



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EB Reader,

Glad to hear from you again -- and glad to see you uncovering facts for yourself on this.

As you may have read, the world is full of Inherently Conductive Polymers. There are a huge host of them present in the world, and many scientists are working to develop that technology into something that will one day sweep the market. From Chemical based Polymers to Electro-active Polymers. The reality behind that bit of background is the simple fact, that though there are synthetic products that conduct electricity--none do so in such an efficient manner that would make them invaluable, or worthwhile.

Consider this, electric companies would love to use copper wire on all of the power lines throughout the country. Why, because they then could drastically reduce the amperage on the volts streaming over the line, and in turn save themselves millions of wasted dollars yearly. Because they cannot, or worse, because they have to use a lightweight, poor substitute instead--like aluminum, these companies are stuck with using the technology available to them--even knowing that they will still loose hundreds upon hundreds of thousands of dollars as a result.

Why, because they have to raise the amperage drastically for the voltage to travel through the line. It's like driving with your foot on the brake. You'll get where you want to go, but the trip could have been more enjoyable if . . .

To date, all of the other player pieces on the boards do not have the conductive range or capability that Integral has and continues to display.

This is one of the reasons why Integral offered its Licensing fee for 1 mere dollar.

Once these various other client companies, related to Heatron & JARCO, get a touch, taste and flavor to the possibilities associated -- get the example offered that this material is more conductive than the stuff of present-age technology -- then they will want nothing other.

Its conductivity is that good. Far better than the ICP stuff presently on the market.

Here’s an additional something to consider and possibly follow up on your own: When checking the patents submitted, look for the name George O. Sailes. In brief, that is the same individual, who filed many of the IBM patents. It was his patent law firm responsible for filing many of the ElectriPlast patents. Of all people, he should know how close, or distant Integral’s patents come to the IBM patents.

He would have advised, if his research discovered that we were anywhere near the IBM patents.

That is what patent attorney's do to earn their pesetas!

Another way to express it is: Given the potential billion dollar markets for various ICPs, IBM, GE, DuPont, Bayer, and others, would have already filed their patents IF they had anything close to what Integral has.

Preston, Gates Ellis writes the legal framework for the ElectriPlast IP; George O. Sailes does the patent work. As a company with an explosive IP in hand, and as shareholding investors in this venture, we are buttoned up tighter than my spinster aunt!

Cheers and best -- and read the following if you like:

http://electriplast.blogspot.com/2006/03/electriplast-setting-pace-in-growing.html

PK sends...

Reader Interaction - 26-27 Sep 2006

Expressing Communication Concerns Directly to the Company Management.




26-27 September 2006
EB Reader & PK Correspondence


PK,

I believe your thoughts are accurate and correct. I have lost confidence in Mike Pound and Scott. I no longer will give them the time of day. Anytime I called Integral, Michael had a very smart attitude. I believe their heads swelled as the price per share increased. I wish that I could somehow send a message to Bill without going thru their website. I wanted to voice my thoughts. -- In a very constructive way, of course.

I would like to tell you that I appreciate your insight and ideas.



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EB Reader,

I too wish you could speak directly to Bill Robinson (BR), if anything, to help you in strengthening your confidence in your investment, but also out of common sense of courtesy.

IMO, you should have noted that you attended the meeting at Jasper, and walked away with the feeling that he, or one of the other company leaders not only wanted, but also encouraged communication between the common shareholders and themselves.

The reality is this though. BR’s sights are set at the horizon. Yes, he is aware, and sees the material potential daily. He also sees the stock daily, but he sees this in different terms than you or I. With the material potential, he has the edge. Because his business advisors have told him of ElectriPlast’s worth in the real world--if it is as disruptive as advertised.

· To that end, the fact that JARCO did sign an agreement validates that notion/truth of that question even more.
· Secondly, he sees the stock in terms of NASDAQ potential.

Once the overall marketing plan reaches that peak, then the stock prices will fall into place, stronger hands--like Mutual and Hedge Fund managers will readily bulk purchase the company stock, and these entities are not likely to day-trade for effect, or sell their stocks out of fear/controversy, or rumor-based-confusion.

Why I note that last--for the simple reason--these institutions are like banks--they are banks in a sense. Before you, or I can get a business loan, we must have a business-plan in hand. Before we purchase a home, we must have collateral or a co-signer available. For Mutual and other Fund managers, they get to conduct hands on evaluation of the product, they test the market, and analyze and scrutinize for fault, or loss--before they invest. Rarely do these Fund managers invest in something that is not on a major market, and rarely do they invest in penny stocks.

That Worthington did was telling at the time they choose to invest. They were betting on the product, and possibly the company, but the IP material must have truly impressed them to encourage their investment.

The point I am getting to--BR's sights could be far beyond this, or any false blips on the radar. He is more than likely looking to the incarnation of day when all those patents become real, and the profit potential for each is used to multiply the bottom line.

The complaints you have today have to be about something larger than a 30-day pps (price per share) spread. If the process of communication is broken, you have to be specific to address that, and come up with a solution. If Michael Pound is telling misleading stories out of school, then that needs to be addressed up front and highlighted for effect. If it is his attitude, then realize you are not the first individual he’s spoken to in the day, or week with the same questions, or the same concerns. It is human nature to let attitude impact a work day -- it is human nature to have an off day also. It is not human nature to mislead an erstwhile investor seeking information, and that should be addressed up front and if not to the person, then to his supervisor/manager.

So, there is a course of action to take and make progress on -- you have embarked on that path, to engage the company with a complaint. Rather than merely addressing it to BR through a blind Integral email, you might also consider forward your concerns and complaints to IMG, Integral Technologies' PR connection. They, by rights, should be in a position to forward such feedback to the management directly--and if not, at the very least it should strike a chord of concern that you are reaching others outside their sphere of control to express your dissatisfaction with events and felt it necessary to involve others eyes and ears with your words.

Just thoughts -- once again, I meant to keep it short, but the ramble mode works best when I am tired, and it is well past my bedtime now...

Cheers and best,

PK sends...