Ann: New Purchase Order/Client Advances Progress Defense Sector, page-50

hi bonkers,

yes, we really are doing very well in the sales and customer growth area.

I don't know how the costs will work out this half or this year - but, it sure is looking 'great' for revenue next year (cal. 2016) - NC always said - set up in 15 and count the dollars in 16 and onwards.

All they have to do IMO is just keep going now - cash is fine - keep kicking the ball at doors - and keep answering the new knocks at the door.

NC's strategy of just 'get it out there' - no matter how small the sales - certainly appears to be working - with such sector penetration - 'IF' this civilian legislation comes through - and, the military comes in as expected (I think that is a shoe in myself)- then 16 is a really big year at min. - up to a blockbuster.

The only thing I wonder is if/when the toxics get banned --------- when will they make it effective from?

They would have to give industry time to change over - they couldn't do it instantly -- how long is my question? - 6 months? 2 years?

I have not heard any idea at all of time - whatever it is - AJX will get one hell of a rocket on then if we are the only real competitor - can't personally see us lasting long at that stage -------------- unless we are very highly valued - then, we might go a few more years - but, really - if we are the only kid realistically on the block in a multi billion dollar market - IP protected, price by the short and curlies, legislatively protected and cash coming out of our ears - well, we have to be a prime target surely.

Going to be a very interesting year or so IMO.

have a great night

Pinto