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Northen_munky

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12/04/16

23:21

Post #: 17487258
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Originally posted by pintohoo ↑

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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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."

Guess its time for NC to get his finger out and employ somebody who really knows their way around Polymers and Fr....

Regards

AJX Price at posting: 69.5¢ Sentiment: Buy Disclosure: Held
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New Staff, page-29

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