While I haven't blogged schmaltzy, over the top infomercials pumping QTMM for 5 years, LOL, apparently I do love to hear myself type. Let me see if I can advance the conversation objectively:
1. Seems high. We also have never written off a home office. We personally have nothing to worry about in regard to being audited, but it's a trigger and seems like an unnecessary risk, i.e., expense and waste of time.
2. While investment relations has been mentioned in previous filings, I always assumed that 3rd party was either referring to Rich Schineller (our media guy) or to help promo the stock's liquidity and to help those vendors who helped us by taking shares in lieu of cash. Your $102K number may be 100% additive to the expense pile.
3. While competitor's investments in applications have gotten poo-poo'ed here, it may be the way the market is going to develop; driven by the raw material supplier. We want/need JV's, etc., obviously to keep our resource costs down, but as of today (and publicly available data), it may not be what the customers want. We'll know more over the next 45 days. I do have some doubt that the folks developing applications are going to be easily picked off just by offering dots at a lower price. Later in the life-cycle maybe, but not right away.
4. I've thought about this a lot lately. RM's are usually a high percentage of product costs, especially in high throughput conversion processes. It's next on my list to research. BTW, did you notice the BATCH process to make the precursor in the TWC video?
5. Not commenting on this one other than to say anyone doing thorough DD can find basic information online regarding this employee that may provide some additional insight.
6. While I again did not see the cable piece as news or as a source of great excitement, I'm comfortable that the company has a reactor doing what they claim.
7. The father in-law. Thanks for offering, but I do not expect any company would be open to what you suggest. I think we would be better off pooling our money to get an IP attorney to comment on the IP map.
