hi ditch,
IMO - we have fabrics by the throat.
Polymer - not quite yet.
In all likelhood we do have it as well - but, I am told we don't know the polymer industry as intimately as the fabrics industry. Many of our people have lots of experience in fabrics - years and years - must be decades between them.
We just don't have that same - fine, finger on the pulse with polymer - and, the industry is different - it moves fast where as fabrics moves slow - or has done so in the past.
One has to remember that the fabrics industry has been around for thousands and thousands of years - whereas - polymers are a very new kid on the block.
Dirk told me several weeks back ---------------- not these words - but, this is my understanding -
that we 'think' we are just about over the line on some big polymer contracts - but, we don't have enough 'fine feel' about the game to be 100% certain - because there are some industries where in a 100 yard sprint - you can fall over in the last yard and come a gutzer.
This is not a big deal -- unless you have signed a large supply contract that depends on winning that 100 yard race.
So - that is what I mean - we 'think' we are fine - we, in all likelyhood 'should' be fine - but, we aren't as confident in polymers (yet) as we are in 'knowing we are fine' in fabrics.
One of the things that will probably go unnoticed by the masses when we do get a large polymer contract is that - by getting it - we have got the gong - ie. some large part of the industry has gone with our technology.
Some will realise that - but, most will just focus on the actual figure - be it a mil. a month or 4 mil. a month -- important, yes - but, by far not the most important IMO.
I hope this makes sense.
have a great day
Pinto
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