Reader Interaction - 22-25 Jan 2007

Question on the IP Price Per Pound...




22-25 January 2007
EB Reader & PK Correspondence


Hi PK:

Firstly, best wishes to you for good health and much happiness in 2007.

Some major questions popped up in my mind while reading your latest Blog entry:

What would you imagine the price per pound of ElectriPlast is selling for??

And further, hypothetically of course, what would the profit on a per pound basis be??

I know, I know, we don't know the cost of the raw materials or both JARCO's manufacturing and marketing costs in addition to what the ElectriPlast is priced at.

Is the business model to sell the raw ElectriPlast and collect a royalty on say a per
item manufactured basis? or to just sell the ElectriPlast on a per pound basis with no royalty?

If there is a royalty, would it be a royalty based on an items' list price? wholesale price? and if it's 75,000 door handle assemblies for a car in Europe, what happens? Is there a blanket license fee for the 75,000 door handles in addition to the cost of the raw ElectriPlast?

After reading your Blog some concern came to mind in regards to the supply side. JARCO can supply 100,000 lbs per month. Now even if JARCO could double or triple the output to 200-300,000 lbs per month, that's not going to be anywhere near enough if things get going. Your figure of 1.5 million lbs. per month of what is anticipated for the short and mid term is a nice figure however where's that going to come from? I'm speculating that JARCP tripling their output would be a major accomplishment but 10 times or 15 times their output???? Probably not going to happen without building a bigger factory.

Esprit and other future European manufacturers would probably like to have and would eventually need to have a source closer to their facilities. Asia too. Convenience and the cost and time to ship containers across the Atlantic/Pacific would be alleviated. Finding and Trusting 1, 2, or 3 other manufacturing facilities on different continents will be a major, major deal. How do you trust other manufacturers with the IP/Formulation?

What's your speculation for additional supply?

I'm sure you're way ahead of me on this and probably already have some viable solutions in mind.

Care to share?

Stay warm in Bavaria.

Best Regards.



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EB Reader,

Good hearing from you again, and great question – Price Per Pound. I think maybe I as the EB Publisher, or the Editor-in-Chief should do an article in that direction, but then again – maybe not.

Reason being, the information we have access to on that account – though not speculative – varies dependent on who the licensee is; their interest; and the negotiated price settled upon.

Here is how the game plan will work – in every industry imaginable, Integral will have one prime, or secondary industry product server/supplier licensed to first introduce a novel new ElectriPlast product to the market, and then—as the popularity and uniqueness of ElectriPlast is better understood and favored above other available product options—to become partnered as THE primary supplier of a strongly desired product.

As noted the price per pound will depend on a variety of things—to include the value of the material ElectriPlast is meant to mimic, or replace (from copper type material, to semi and "super"-conducting capable materials).

In some instances, it has been reported that the selling price of ElectriPlast pellets could range from $10 - $50 per pound. Granted these more than likely represent low-end prices – you know, first-time buyers and users get the initial discount, then the price rises as the market grows and the usefulness becomes better realized and understood.

Since Jasper Rubber carries the burden of work, they are paid, and Integral earns a percentage of that sum. The percentage amount varies from license and contracts negotiated also. I might say somewhere in the neighborhood of 10-40% but that would be speculation and rumor based. Suffice it to note, whatever agreement/arrangement has taken place between JARCO and Integral, both have walked away from the bargaining table happy – JARCO more so because with the production of ElectriPlast product, their client list, and end-of-the-day bottom line earnings will rise, and rise. We are talking a $70 million a year company looking to grow exponentially. We are looking at Integral looking to tap onto that growth.

I’ll let you do the math. No matter how it shakes, within the first year of sales, Integral would have almost covered all past debts and expenses and would be well along the path to solid positive earnings.

There is another angle associated – not only does JARCO supply raw material, they also produce finished product. Those sales exceed that of raw material, and once again, Integral earns a percentage of that take.

I would look to the 3rd or 4th quarter to seeing an impact from the sales – right now; the real focus is in garnering the licensees, and in increasing production capabilities. On this end, from my understanding, JARCO is fully behind Integral, and are looking to increase their capacity – in some fashion that I am not yet prepared to detail until it occurs and become readily apparent to all (but I think you may of hit on the avenue that I am thinking of in your questioning guess – who knows, JARCO may have even already begun moving in that direction). Regardless, trust that they are supporting this project, and have the end fully in sight and mind.

As for sourcing of materials and supply-chain, I don’t think that an overwhelming problem with global trade being what it is. And no, JARCO is the company Integral relies upon to act as the sole supplier of product. They will do so in two fashions – first, by supplying palletized ElectriPlast, allowing a manufacturer the ability to mold the product themselves to meet their specific needs or requirements – second, by having JARCO supply finished product that meets a manufacturers specific needs or requirement.

No sharing of IP will take place beyond that. As for duplication, it may be possible in the future, but that is why patents were developed first – also, the creation of the ElectriPlast material is not as simple as reverse engineering. Think on this, after years of exposure to samples of ElectriPlast, neither GE or DuPont have yet been able to exploit the material they had access to (at least not to the extent that it offered the same reported quality and capability that Integral has mastered.)

I hope this helped in answering some of your question – granted some of the comments above are speculation/rumor based, but I don’t think I am leading you down a fairy-tale path here. The potential is real and the product works as advertised. Validation of that fact is re-affirmed with each additional license garnered.

Cheers and best – from a snow-blanketed Bavaria,

PK sends…

Reader Interaction - 22-23 Jan 2007

Nailing Down the Mood at JARCO...




22-23 January 2007
EB Reader & PK Correspondence


PK,

Could anyone there tell how optimistic the Jasper rubber officers were?

How much have they invested in manufacturing capacity?

It would seems logical that if they are very committed to Electriplast, that would bode well for prospective sales.

Also, I wonder if there will be any revenues recorded this quarter from the previous licensing agreements.

ITKG's 10Q is coming up in the middle of February.

I wish we could get a statement from the CEO.



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EB Reader,

Thank you for asking the questions. You don't make it easy.

About JARCO - To date, it has been reported through rumor, by the ElectriPlast inventor, Tom Aisenbrey, and by both Integral and JARCO that the company (JARCO) is extremely optimistic about this new and unique connection and their future as they see it.

The reality, JARCO is fully behind the ElectriPlast project, and have placed their full -- wait, let's re-stress that FULL resources behind this endeavor. There is a real potential that this employee managed company will multiply its yearly bottom-line exponentially. You can consider JARCO fully committed. Chances are because of the "exponential" stakes involved we won't hear much on this aspect until all surrounding issues and details are solidified -- but keep an eye out for that space all the same. A lot of activity is taking place at ground zero, better known as "Jasper".

As for revenues, you may see a trickling as reported to the SEC, but don't expect anything of significance until the 3rd and 4th quarter.

Right now, Integral is focused on getting an inside track on each and every conceivable market impacted by its patented products -- and setting up those markets for the time when their pending patents become fully recognized. At present Integral has about 20 patents in place, with another 20 patents due to come into their own in the next few months--and almost 80 more to follow shortly thereafter.

Tom Aisenbrey has in mind to have approximately 300 patents submitted and registered in support of the ElectriPlast IP.

But that is not what you asked; you wanted to know about the revenues. Go with the quarters I mentioned above, but realize that that can be boosted at anytime based on the needs of the orders placed to the niche ElectriPlast licensed companies by the end-users.

As for the statement from Bill Robinson, the Integral CEO, well, I wish that too, but it would be difficult to guess at what he could really tell at this point.

Let me clear up that last -- right now his has a variety of companies test bedding the ElectriPlast material for their use, and to dog-and-pony to their customers. These companies each have the prospect of signing a licensing agreement with Integral, and as a result becoming a conduit to their niche area of the marketplace.

Each are vying for an advantage, a best deal to strike with Bill Robinson so that they can become one of the first--in their niche area--to market the ElectriPlast potential to their clients, and possibly steal customers from their competitors.

Bill Robinson can give the larger picture, but he may be satisfied in letting actions speak for him.

Granted, I --for one-- think it better to let the shareholders in on the larger picture, but I am not standing in his shoes, and it is difficult being a Blog-Seat-Driver.

Suffice it to note, he will say something when ready, and there is enough backdoor interaction and communication taking place at this time where it might not be necessary to hold the shareholders hands. While I don't agree with that line of thought--transparency in my view, and in today's world is a healthy thing--in the business world, it might be extremely costly, showing your cards too willingly to the ever-present competition.

Hope that was of some help,

PK sends...

Reader Interaction - 10 Jan 2007

Hedging Bets?




10 January 2007
EB Reader & PK Correspondence


PK,

Hope Christmas treated you and yours well and that the New Year rolls on strong.

I've turned to you for commentary on this from Tobin Smith: "If and when ITKG proves its technology can transition from development to commercialization, be ready to see some real action in the shares."

He made this statement in his newsletter 'Bottom Line' opinion after stating the latest news regarding licenses and Espirit Solutions. He explained Espirit has a formidable customer base and specializes in high-performance protective systems within the aerospace and defense market.

I wanted to hear from you on Tobin's hedging position of "If" (and when) ITKG proves... I'm just looking here for your commentary using this as the discussion point. While the stock has short-term volatility, the 200-day trend-line shows a nice, smooth upward running line. With this and many other positive factors supporting ElectriPlast, I tend to get too relaxed given that I have 70k shares invested. Even though I understand we're still looking at 2-5 years for the licensing to sale of the company plan to play out. This is also plenty of time for something, anything to disrupt the plan and the value of the stock.

Thanks for your time and effort. Best to you.



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EB Reader,

In regards to Tobin Smith and his stake in Integral Technologies, other than as an investment, there are no strong strings attaching that connection. Integral is a company, and Tobin is a free agent, able and willing to tell those who follow his lead whatever he chooses. Integral has no voice on that process.

As for the Licensing to Sale note – I think, with the JARCO connection fully established, that time lag would be cut down to weeks. JARCO is a full service entity, with supply chain and quality control’s firmly in place. They are ISO certified, and are already established in the industry. I doubt that they will sacrifice that established reputation, and more importantly, their ISO certification, simply to get sucked into marketing scam. In short, Tobin and his ChangeWave crew may take advantage of the markets, and may hedge their commentary – but that is the limit of their stake in this investment.

On the opposite side of the scale, you have JARCO who is heavily vested into the development, production and marketing of ElectriPlast. In lining up with Integral Technologies, they place their ISO certification and reputation on the line.

I think if I were to choose sides, and more, if I were to wonder at who had certain inside knowledge on the eventual game plan and end results – through it all, I would side with JARCO. Their investment is greater, and not to be taken lightly.

Not to slam Tobin and his efforts, but it – in my opinion – is far easier to sell a stock and walk away, moving on to the next horizon. He is not doing that though, nor do I think he has any intention to consider it – not now, and not with over 100 companies with NDAs’ waiting for patents to solidify so that they too can take advantage of the ElectriPlast option…

Reader Interaction - 9-13 Jan 2007

A Difficult Nut to Crack…




9-13 January 2007
EB Reader & PK Correspondence


PK,

Can you tell me what the annual sales revenue of ESL is?

I haved tried to research this and cannot find this information.

Also, are the the manufacturer of the protective shielding or do they represent or act as a consultant for the companies that make this part?


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PK,

Is it possible a company such as "Research in motion" of 'Blackberry' fame could be very much interested in 'Plastenna' to increase their competitiveness?

I would anticipate so due to the recent announcement of the iPhone launch.

Might all the present cell phone makers be under the gun to better their product?

Thank you for your comments.


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EB Reader’s,

Two great questions ~

Sorry for the delay in answering the first, I got caught up in real life for a bit.

The revenue's of ESL is a difficult nut to crack. There is limited information available, but not the specifics you are requesting. Being a UK Ltd, the disclosure of their financing is, by far, different than what you would expect for a US company.

Suffice it to note, the information available will be shared shortly, but rather than run with half a fact, I'll hold off for a bit until I can see if more insight on that front can be collected.

As for the second question regarding RIM and other "like" companies interest in the PlasTenna, or any ElectriPlast aspect towards their product lines.

Here it is. In response to an email from a EB Reader many months ago, now posted on the ElectriPlast Q&A Blog, I informed that questioner that the chances were unlikely that there was a connection between ElectriPlast and the newly introduced iPhone.

They would have been a great fit, but for whatever the reasons, these two companies never made formal introductions, and the iPhone was well on its way into development before ElectriPlast began its active marketing campaign--and became a stable enough entity, with a solid standing supply-chain supporting it, to host notions of doing business on this large a scale.

With MOT, there was a different story regarding such a fit. Though MOT contracts out many aspects of its product manufacturing and production, they also own large interests in both aspects and are established enough to be able to take raw materials offered (like ElectriPlast from sources like Integral Technologies) and supply and produce their own product.

With the iPhone, the story is different. Apple is not specifically in the manufacturing business, nor did they buy a manufacturer in order to begin making their innovative iPhones.

Back to your question -- or rather to the answer:

The iPhone has raised the bar on consumer’s expectations for what their personal communication product should be able to do, what it should look like, and how it should perform.

In a small package, the iPhone literally replaces the need for: PDAs; digital cameras; MP3 players; the Gameboy; the old school Filofax/calendar; GPS Tracker; WiFi/WiMAX Internet browser; and of course phone -- heck, with the Bluetooth enhancements you can even add walkie-talkie to that mix.

Replacing all of these personal communication/information platforms, and a TV remote control added for kicks, the iPhone has indeed raised the standard by more than a couple of notches.

Many companies with products on the market will see their sales sag and fade to dust unless they look for a technology edge with which to compete.

Can ElectriPlast be part of that edge -- Oh Yeah!

What many don't realize is that plastic technology is on the verge of an explosion. Computer chips, made out of plastic vice silicon, are being developed. Instead of the clunky (yes, one day your LCD computer monitor will be referred to as clunky--much like the monitor it probably replaced) computer monitor before you now, one day you could see a frame with a thin sheet of plastic, loaded with high defination characteristics. replacing it. Heck, Tom Aisenbrey has even test bedded ElectriPlast based semiconductors.

In short, yes the iPhone is a marvel, and were it that ElectriPlast involved with its initial development, as investors, your and my fortunes in this small company would be set. But that does not say it never will happen in the future, nor does it say that this is the end of the story.

ElectriPlast brings innovative technology to the table, and because of the emergence of the iPhone, that is what various companies, such as RIM, will soon look for in an effort to compete.

So, after the long (almost EB Blogworthy) spiel, the short answer to your question is, Oh Yeah!

All in the communications industry are now under the gun to come forth with better products.

With the introduction of Apple's iPhone, the MOT recently introduced Razer series has become about as passé as the dated radio telephone featured on the old "Mannix" detective show.

Hope that was of help,

PK sends...

Reader Interaction - 8 Jan 2007

Dedicated to the Toys of Yester-Year...




8 January 2007
EB Reader & PK Correspondence


PK,

I thought you might be interested to know that one of the world's largest and most advanced magnetic tape manufacturer's is about to close its doors in a few days after going bankrupt, bought for nothing, and still unable to recover.

The equipment will be sold for nothing and the land sold.

They can bond and print almost anything to any type of thin film. You can have the company free of charge if you keep the doors open.

They are quantegy in Opelika, Albama.

I don't work there, an employee was telling me about them...and looking for a job after 23 years.



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EB Reader,

Unfortunately, it is not a unique occurrence. What you describe was once a proud, prospering cornerstone of Americana suffering the clash of the times. It was an Analog company working in a Digital world.

When you have MP3 players no bigger than a writing pen, or photo/video cameras that are becoming smaller than a pack of cigarettes, and can fit in the palm of your hand while storing up to 8GB of memory...

Well, the toys of yesteryear are either going to have to adapt, merge, or fade.

My dad once owned a Reel-to-Reel. He lovingly loaded it with the music he wanted to listen to and we'd listen to the tunes wail throughout those special nights of my childhood.

A number of years ago, his Recorder broke. I was going to get him a new one, but the prices were outrageous.

I then thought to do a "McGuiver" on the broken Reel-to-Reel Recorder, it and fix it myself.

The parts for his Recorder were more outrageous than the notion of purchasing a new one--plus, if the truth were to be known, I really didn't have a clue as to how to fix it--rather, I thought it like an IKEA product—you know--sooner or later the pieces would come together on their own forming into something looking like that picture on the box.

Instead, I thought to look in other directions, what with the onslaught of VHS recorders, CD's and then DVD's, along with the ease of loading -- I introduced my Father to WinMX (a revived peer-to-peer internet site), and he found that he could upload and record on CD and MP3, the old music he loved--and more--the old tunes of his childhood that he could never before find. And all this for free.

An so, his tapes, boxed up, began gathering dust in a dark corner of the basement, right next to his broken Reel-to-Reel recorder.

I sincerely feel for your friend, and I understand your comment. Look around, it is happening all over. Not just companies falling out of time, but people, jobs, America itself.

I heard on the radio a story about how the major department stores are bemoaning the fact that yet another year has passed and few have met their forecasted holiday sales volumes.

I ask how can they be surprised?

America is no longer the producer it once was. Most of the presents purchased were made elsewhere--outsourced to China, or a third world country more likely than not.

Christmas lights, decorations, and even fake trees are now being made in China. And that doesn't even touch the material (clothing/electronics) manufacturing aspect.

Meanwhile--a growing number of Americans are working two jobs to support their family and their credit card debt -- and yes, somewhere in the mix is a mortgage or rent and other creature comforts monthly payments, like cable.

Thank goodness for places of part time employment like Home Depot.

And a mega-boo-hiss to the retailers who missed their forecasted sales year...

The heartless person that I am, despite the crocodile-tears they cry, I tend to think: Maybe these retailers should have considered "buying" American products in the first place, as opposed to lining their pockets, while gouging America where it hurts the most...

Wow, that was quite a tangent -- Sorry I got off track slightly.

Cheers and thanks for the post, and the support to the EB.

PK sends...

Reader Interaction - 6 Jan 2007

Possibilities Abound...




6 January 2006
EB Reader & PK Correspondence


PK,

Thanks for the outstanding article (your attempts to downplay your literary skills, notwithstanding). You've painted a pretty vivid picture for the reader of some of the possibilities associated with this great venture. What are its limits? Our imaginations!

My guess is the imaginations of several will be stoked at the CES next week!

gktignol

P.S.- Would you mind commenting on some of the things mentioned in your opening paragraphs sometime?....



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EB Reader,

Thank you for the good words and the kind lies... The reality is, I am not downplaying my talents. I speak like I write, and I have had teachers berate me on that often in the past.

The thing is, as long as the intended audience gets the gist of the intended message, I call it a win. Others might call it literary-pain.

As for the CES this week, consider this:

Win, Place or Show -- we still garner recognition and high marks.

My thinking is that even more heads will be turned as the possibilities surrounding ElectriPlast become better highlighted.

PS -- Did you happen to check out the links on that last piece?

Click on the hotlink that say's "CLICK HERE"

The video pretty much steals a number of my talking points for upcoming articles... No not only am I not that great of a writer, but I will be forced to either steal concepts from that video, or will have to search my cranial nugget for some inspired content to share in future articles...

PK sends...

PS -- gktignol is not a part of the EB staff, but my Editor-in-Chief does have a relationship with him on the iHub.

I will ensure your message gets passed on through him...

Cheers and thanks for the post, and the support to the EB.

Reader Interaction - 27 Dec 2006 - 5 Jan 2007

Dialog with a Fellow Shareholder...




27 December 2006 - 5 January 2007
EB Reader & PK Correspondence


PK,

I thought there was going be an exhibit at the CES show next week featuring Electriplast. Just found out that Integral Technologies will not be having an exhibit. Just curious as to why.

Will Electriplast be shown?

I would guess yes, but not quite sure now.

Fellow Shareholder

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Fair comment Fellow Shareholder,

My information is slightly different.

Rather than get into a debate on the issue, let's wait for the CES show to open next week before we begin drawing lines in the sand...

PK "with great cheer & New Year optimism" sends...


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PK,

I was able to see that Integral Technologies will be giving a presentation on Electriplast at the CES show next Wed. afternoon.

Happy New Year!

Fellow Shareholder

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Fellow Shareholder,

Thanks for digging a little deeper and uncovering the insight.

There are some on various message boards who will readily make negative claims in an effort to sway, or mislead others.

For them, it is not about uncovering the truth, the facts, the reality (however you choose to phrase it), but more it is about power that they sense they gain in raising uncertainty and doubt. For them, it could be something as simple as using psychological scare tactics to play shareholders, and manipulate the stock in this faulty OTC market. Personally, I think it may have more to do with an individual psychosis where this/these entity(ies) feel that (they) need to be taken seriously, and seen by others as a resource of information, and an authority for fact.

That said, you realize there are negative influences out in the world. Just like you would do for your own -- I will continue to urge you, and others reading, to seek out the underlying truth behind what is propped up as FACT, or impending doom on the message boards.

Truth comes in differing shades, and the best falsehoods come from those who most often cry foul, or those who play the fear card as they attempt to bolster their issue of the moment...

Rather than getting sucked into the groundswell of that attitude, use the best and most responsible information resource available -- yourself.

Dig consistently; read between the lines often, and if that doesn't work, pick up a phone and make your concerns known to IR. Though IR may not always be able to resolve your particular issues, they should (when asked) point you toward a resource that you can use to further your due diligence rights as a fellow shareholder...

Cheers and best from the Heart of Bavaria,

PK sends...

Reader Interaction - 22-26 Dec 2006

No Longer a Quest Part-III...




22-26 December 2006
EB Reader & PK Correspondence


PK,

Thanks for all the effort on this site.

Question: What would cause you to change your mind? I think I understand your reasoning about how ITKG is now focusing on smaller manufacturing companies and establishing the production process with Jasper. I agree that these are smart moves. It does seem to me also, at least from a stock technical point of view, that Intregral really has to make something happen soon. Witness how the market reacted to the ADAC news - the next day down 7%. It truly is put up or shut up time for this little company.

I am long this stock and wish it well.



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EB Reader,

Merry Christmas, & sorry to be so long in getting back to you…

You ask a question that asks for opinion – and though I do not mind offering one, know that it is merely my opinion as an investor/shareholder in Integral Technologies.

You ask about timing and immediate market moves. I agree. Something does have to happen, and yes, sooner is by far better than later or never. In that regard there is little that I can tell you at this point. The news released last week regarding the ADAC agreement was not the news I for one was expecting.

Sure, rumor abounded that there would be an announcement surrounding an automotive parts interest in the coming year, but there were / are a number of other rumors floating that spoke to more significant –readily recognizable—announcements which were also pending. Rumor had one of these coming forth first.

As for the markets reaction to the ADAC news that is an immediate issue which is not important at the moment. I mean--not to dress it up--but as an investor, don’t you think it a significant achievement to have a multimillion-dollar company doing business with your stock-holding company? More, don’t you think it important that the ElectriPlast IP finally migrate out of the virtual concept to the real world?

The impact of the immediate market reaction is nothing compared to the notion of getting the ElectriPlast product into the hands of real people, so that they can see for themselves what we have an inkling to – more, its important to get the ElectriPlast IP onto the market, allowing others a visual as to what is possible, and in effect putting it squarely on their radar.

It is always put-up-or-shut-up-time for this little company. Many an investor reading this Blog can tell you a story of how they too wish the stock could have seen the progress of this past year, years ago. As I noted in my last to you, and throughout this Blog, a number of issues held that progress to a stand-still:

• Patents, being one of the issues seeing a resolution, with new patents being approved on a weekly basis.
• Supply Chain aspect being another – that too has been addressed, its resolution has been reported in the recent past.

In short, as shareholders, we find ourselves in an extremely unique position. The elements of success are truly close at hand. The foundations of an event occurring soon are in place. The daily price per share (PPS) might be a focus for many, and if that is the case, then I urge them to follow their conscience and sell.

The reality behind that is, until the stock becomes listed as a NASDAQ or AMEX entity, it will be subjected to potential market maker manipulation. That is good for some, but not for those who watch these things using it as a bellwether.

You asked my opinion – I offer it freely. Watch, and let the plan unfold. The CES is scheduled to hit in early January 2007. In addition, there will be other agreements and sales of product in the offering. There may even be interesting news from Jasper regarding…well regarding things that we as investors want to hear. These are the same things that would offer more validation to the Realness behind ElectriPlast and its impact on various markets.

Reader Interaction - 21-22 Dec 2006

No Longer a Quest Part-II...




21-22 December 2006
EB Reader’s (KLN/Chris) & PK Correspondence


PK,

I've noticed on the Integral website that over the past few years there have been several of these licensing agreements, much like the latest one with ADAC.

Do you know what has happened to them? I wonder why nothing has developed yet in the way of revenues. (KLN)


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KN, that's a good point. Since 2001, they've made numerous announcements of licensing agreements and business partnerships, yet over the past three years, they've had revenues of $1k, $67k, and $2k in the years ending June 30 2004, 2005, and 2006, respectively.

I'm only just beginning my research on this company, but your comment, and their history of press releases without subsequent revenue, at least on the surface, makes this look like your typical OTC.BB scam.

On the flip side, though, they have just completed their first actual manufacturing agreement, which is different from the previous agreements in that it could actually lead to physical production of the product, and more importantly, to revenue. Additionally, a deeper dive into some of the aforementioned press releases shows that, while their titles seem a bit "pumped-up" most of them do merely discuss the exploration of market potential, and did not suggest immediate revenue generation.

Additionally, it does appear that the plans laid out in the January 6, 2006 letter to shareholders (to move toward production and sales) are coming to fruition (Jasper and ADAC), so I'm inclined, for now, to give management the benefit of the doubt that they are actually on the road to revenue generation and profitability. (Chris)



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EB Readers (KLN & Chris),

Thank you for the questions, and for offering a chance to relay the story, as I understand it.

First, to KLN, the ultimate reason for the past few years you highlighted is due to Supply-Chain certainly, but more it was due to the uncontrolled actions of second and third parties.

That prospective agreements were noted in press releases is commonplace among partnerships that choose to signal their intention to do business. Motorola is one instance of focus noted in this writing, or rather they were. I would point you to the leadership change that took place as Integral released the press release identifying the possibility of entering an arrangement with a major cell phone concern. Dig into the history of the time, and you will find that the old MOT management had visited Integral’s offices/lab. In return, Bill Robinson and Tom Aisenbrey and others visited with Motorola and spoke with their leadership. All was on track, lawyers had met, and plans were made. Then Motorola company, again, stumbled in the marketplace. New leadership took over, and in the housecleaning that ensued, former management contacts once made, were replaced.

This was a lesson-learned session for those at Integral Technologies. They realized that, yet again, they were relying on a large name player to carry them to success. They needed a change to their game plan, and a complete overhaul in their marketing strategy.

If you read Chris’ assessment, you will see indications of the change and signs of its emergence.

First, rather than announce yet to be achieved successes, the company became more reserved -- holding back on the news (and rumor) until only after the real news had occurred.

Second, instead of looking for a large name company to latch their star upon – rather than look to GE or DuPont, they chose instead to focus on the question of how best to market their IP material quickly and in quantity.

Somewhere in the project management phase of the planning process, the notion of coordinating with/through one, or more established manufacturers came into being.

The company leadership searched internationally for just the right partnership – and while doing so, sought out solutions to the other various lacking Supply Chain issues that had hampered past efforts and kept the ultimate goal of success ever elusive.

After almost a year of resolving the above issues, working out the kinks, and tweaking timelines, securing financing and resolving potential partnership concerns – Integral, as Chris notes, issued their 6 January press release manifesto, highlighting things to come; milestones; and a comprehensive overall game plan.

While it is fair to look at the past and use it as an indicator, also keep in mind that the past if remembered can be a teacher.

Just like you won’t hold an incident against a child as it grows into adolescence and later adulthood, remember – Integral has experienced trending mistakes and in the past two years has learned from them, breaking the mold with a new strategy.

From all indicators available, it appears that they are keeping to the game plan, and if you choose to hold that against Integral and their leadership, then that is your choice.

To me, I see the fact that multi-million dollar industries are taking serious note of the ElectriPlast potential, and are bothering to sign on board.

To me – that looks like something more is a-brewing, than the same-o, same-o mantra few unique naysayers would have you believe.

Back to what I said early on, you have a Supply Chain in play. To that end, you also have a Manufacturer who has hired a multitude of workers to handle an anticipated increase in workload. You have patents with a host of patents pending. And, you have hands-on, international recognition in the coming the form of the Jan 2006 CES.

And this merely scratches the surface – talk about just beginning, ADAC is in play, along with yet another well know auto manufacture – and trust it won’t stop there.

With over 100 Non Disclosure Agreements (NDAs) were commented upon in past press releases, you can count on that as fact – and we shareholders will see what other impressive well-known entities pony up to the table, and hear them loudly when they say:

“Make Mine ElectriPlast!”

I sincerely hope that helped a little. For more anytime, feel free to drop me an email at: electriplast@hotmail.com …

Christmas Cheers and warmest regards from winter-wonderland Bavaria,

PK sends…

Reader Interaction - 19-20 Dec 2006

No Longer a Quest Part-I...




19-20 December 2006
EB Reader & PK Correspondence


PK,

Killer agreement!


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EB Reader,

To be perfectly clear -- on the surface this is a killer agreement.

Scratching beneath you will find some very insightful associations, many of which we will see emerge later.

For the moment, it is proof that there are interested parties vying to use ElectriPlast and the various applications this material presents...

But word of warning, this is merely the first. There are well over 100 NDA's, and that is not counting all of the clients associated to the Jasper or Heatron rosters -- nor does it include the whispered contacts that QuanStar brought to the table...

PK -- urging you and all reading to go ahead, Scratch Beneath the Surface on this article, you will be impressed -- sends...

Reader Interaction - 13-15 Dec 2006

Watching for Potential Speed-Bumps




13-15 December 2006
EB Reader & PK Correspondence


PK,

Please, let me know your thoughts on the attached article re: Apple Rubber Products.

Thanks.


http://www.globalspec.com/newsletter/ViewIssue?Vol=Vol6Issue50A&Pub=1

Apple Rubber Products

EMI-Shielded O-Rings and Seals for Electronic Applications

Apple Rubber Products offers custom-designed EMI-Shielded O-rings and seals for a variety of electronic applications. Apple Rubber's EMI-Shielded seals are designed to provide a conductive interface/seal for products in the telecommunications, military, medical, aerospace, automotive, and consumer and industrial electronics industries. Made with conductive particle-filled elastomers such as silicone, fluorosilicone, and EPDM, the seals provide high EMI shielding effectiveness in an environmental or pressure seal. The microscopic particles establish a conductive path within the elastomer to create a versatile seal for use in EMI suppression. Particle fillers include silver, copper, nickel, and graphite.

Learn more about Apple Rubber Products, Inc. here or browse our online catalog.

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EB Reader,

It’s good to hear from you --

Interesting piece and concept, but to be honest, I am less than remotely worried about this supposed "competition" which I am assuming is your main concern.

In reviewing the website, I could not find one thing highlighting conductive polymers of any sort -- which is Integral's primary focus.

There is also the fact that there is little in the way of an explanation as to just how the use of these enhanced "O" ring offers a better product -- I mean if it is doped to make the "O" ring more durable, stronger, that is one thing, but a conductive rubber "O" ring is lost on me.

I am not trying to belittle the point -- I simply could not find one thing highlighting the uses of "particles establish a conductive path within the elastomer", and it appears a far cry from this company having the ability to mold/shape their materials to any dimension and making the WHOLE, of whatever product they are focusing on, conductive.

Thanks for keeping an eye out for potential speed bumps on our to path to success, but I don't think this offers any threat.

Cheers and best regards from the Heart of Bavaria,

PK sends...

Reader Interaction - 5 Dec 2006

Chasing Down a Rumor...




5 December 2006
EB Reader & PK Correspondence


PK,

How've you been?

I thought you'd be the person to ask about Apple's rumored iPod phone. My hopeful mind is wishing some enterprising sales people are all over the appropriate Apple personnel touting ElectriPlast.

What do you think about this?

A bit of a stretch?....



------------------------



EB Reader,

Great to hear from you again --

I hurled your question at those who are in the know... They refused to answer.

Whether they were being coy in not saying anything, or whether you were on a hot streak with your notion, I truly do not know.

When doing the Readers Q&A Blog, I purposely left your commentary on that subject posted for, almost a week, maybe two -- all in hopes that others would pose the question to IR, and possibly force a response. Nothing that I can see came of the posting or the question -- though, I like you, think it would be a major WIN scenario for Integral, and more for ElectriPlast.

I wouldn't count it out as a possibility, but I would not read too many positives into the silence either.

For now it remains an unknown...

PK sends...