brr interview out now, page-2

Its clear from this latest BRR interview
(from yesterday)
that Kos and his team are focussing on CHINA and INDIA as being the best regions to launch Matmor into.

The Hatch report was favourable in identifying these two countries as ESIs first points of call for marketing Matmor - and Coldry of course (which goes without saying for those of us with an intricate appreciation of the synergies which the two technologies present hand in hand, as working cousins).


Niche High Margin opportunities not currently being exploited by traditional ore making technologies:

Low grade Iron Ore for example now becomes economical with Matmor.
Mill scalings and the tailings family which are otherwise left in a heap at the side of the shed (due to a lack of efficiency in current foundry techniques) are now economical to recover and use as a higher grade commodity.
Take Nickel for example, our Matmor process successfully recovers 100% of what we target, which is completely efficient in its own right.
Now the parties who might like to use our Matmor technology will not need to use high grade coal, but will only require low grade coal to do a big mans job, as it were...due to the fact that Matmor doesnt require high cost coals.
Basically, when the companies like BHP start using Matmor, they will do so because they can use cheaper fuels and previously inferior tailings and mill scale to get the same results that they would get if they used high grade Iron Ore and High grade coal.

So the costs associated with using Matmor to produce Iron Ore are drastically cheaper now. This fact will be globally disruptive to current industry techniques which cost multiples more to produce than what they will with Matmor!

And the country most in need of Ore is China.
China is shaping up to beg for Matmor...why? The new tax that Rudd is introducing will make the export industry dry up somewhat and China and India already have the variables domestically available for exploiting Matmors advantages - without the need to buy as much expensive Ore from abroad, which also has extreme freight and carbon cost connected to its delivery.

So not only will these countries not be exposed to the high cost of importing Ore, but by virtue of using the Matmor tech, they will already be paying miniscule cost for their fuels to do so - coal in Coldry form, our other flagship product.

Partnering our Matmor to the Pilot stage:
We have the technology, they have the infrastructure and we can both capitalise in partnership to do the above.


So we have sub-bituminous coals and Lignite accross the world which are practically worthless under current industry practice. The same goes for Mill Scale and Tailings etc.
We have just revalued these two waste commodities from being worth NIL to now being worth the same as any Iron Ore and/or coal.

Coldry and Matmor, the smartest cousins that the industry will have seen for hundreds of years - a true revolution that you can be a part of.
Its no pie in the sky anymore.
For those who dont get it, its time to accept that we have Tincoms deal to prove it, which is in fact a 100 million dollar investment and which will generate a turnove of close to 6 Billion Dollars for the next 20 years - and its only this one deal.

Happy investing. Or else in about 5 years you will ask youself why you didn't invest when it was 2.5 cents just as the company got a $100,000,000 deal that you didn't understand.. Try and understand it now and set your course right in a terribly shakey market. There are a bunch of incredibly knowledgeable people on the ESI forum who will explain anything you think you might not understand fully - not me by the way, i came along late in the process.


Now on another front, to top it all off - and the specific reason i initially invested - you will be reducing carbon emissions, reducing the need for some mining, reducing the carbon footprint (freight, fuel etc) of all the regions that finally adopt Matmor and Coldry. You will be doing the earth a favour and your portfolio a favour too.
If Australia was to adopt just Coldry immediately, we would achieve our aim for a 20% reduction in carbon output, by 2011. Thats right...not by 2020, but by 2011. Thats how good these two technologies are and why they are attracting great big MOUs that go way into 2030 (Tincom and Vietnam deal we just sealed).


Happy realising :-)

L