IBC Advanced Alloys Corp (IAALF)

[lady glueck]

from another board: Learning from Recent History?.......
|'m going to present a little recent history with a lesson learned with a view to predicting the near future. Feel free to critique it if you feel their is a serious flaw in it.

Remember when IB announced that they were sending prototypes of their beralcast castings to Lockheed Martin for analysis in feb 2014? The stock price went to 26.5c. But the next 6 months were painful as the share price did a slow methodical decline to 13c. During this time, the systematic decline in share price naturally made ones wonder if some bad news was pending....like we were not going to get a contract with Lockheed Martin. Each week that went by with no news and share price dropping was adding question marks as to whether Lockheed would be happy with the Beralcast castings of IB. And that maybe one day we will hear the depressing news that Lockheed Martin has analyzed and tested the castings and has decided not to use IB's castings.

But some of the arguements in favor of a contract being successful were the fact that SO MUCH TIME had ALREADY BEEN INVESTED BETWEEN LOCKHEED and IB. And that they were working together...collaberating....teamwork. So it seemed reasonable to me that you don't work with a company for years....2 or 3 years...and then throw all the work down the toilet. To me, this seemed a very powerful point. Also, the extra time that Lockheed took to analyze the prototypes seemed to add strength that they are generally happy with them but just need to work out the details.....refinements....consistency. Only Small stuff. For if their was some serious flaw with the alloys as to why they couldn't work, Lockheed would have figured that out within the first 3 months...
The other arguement in favor of a contract being successful is that Lockheed BENEFITS from a contract with IB. Lockheed has been asked in very strong terms to make their jets more cost efficient. So IB's castings replace very expensive machined parts. And so Lockheed wants IB to succeed...for it benefits them.

So, it seems to me that all these arguements apply equally to the drone components that IB has shipped to the military to be analyzed back in september 15. I quoted that article below. If you read it carefully, you will see that IB has been working with the US's military army research laboratory. And that their relationship goes back to 2011. So, we shouldn't imagine that IB's connection with the military is simply a brief encounter one week, dropping off a few drone parts....never to talk to each other again until they give a yes or no to our castings. But rather, they are in a development agreement since 2011. And what is interesting to me is that it wasn't IB that went knocking on the US military's door asking to speak to managment about their drones. And trying to promote their berelcast castings. No. but if you read the quote below carefully, it was an engineering services provider for the US FEDERAL GOVERNMENT that enlisted IB....to demonstrate the service life and performance enhancment for drone platforms using beralcast materials. You would think that would add a lot of credibility to have an engineering services provider for the US FEDERAL GOVERNMENT to enlist IB

So again, especially after Lockheed being happy with the castings, after working together for years, it is not hard to see that the long history of working together perfecting the casting process, combined with the fact that the military stands to gain economic benefits and performance benefits from IB's alloys, it seems logical that the same outcome with Lockheed is coming with the MILITARY. That is a successful contract to supply parts for the drones.

It is interesting the time lines....it was feb 18 when it was announced prototypes were being sent to lockheed to be analyzed, until sept 8 when contract was official. That is 6 months and 20 days. But the share price started to rise before the announcment....almost 20 days ahead. So, if history was to repeat it self from a timing aspect, it would be roughly 6 months that we wait until a contract is made public.by the military. So 6 months from the announcment of drone parts being sent would take us from sept 15 to march 15. So the military has already had 4 months to analyze these drone parts . It seems reasonable that if their were any deal breakers and huge obstacles that made the castings unacceptable to them, they would know by now. So, it seems the same outcome of this long wait will be realized. A contract with the military to provide drone parts with Beralcast. So then, the question is,,,how big will the contract be? How will the investor community view it? You would think that a contract with both the military and Lockheed should send a very strong message that IB is here for the long run. That their products will ensure a strong future. But it is hard to predict how the investor community will react....time will tell. But either way, it amazes me with so much potential in this company, that the market has us at only 11 or 12 cents. Incredible....I have been averaging down but I honestly thought that if we failed to get a contract with lockheed we would go back to 10c....I never would have believed that we would be here WITH a contract with LOCKHEED. But the VENTURE is worse than it was with the meltdown of 2009....I guess everyone is running to the security of cash, or bonds...or big blue chip companies on the dow. No one wants to accept much risk anymore.......

IBC Advanced Alloys (TSX: V.IB, Stock Forum) once again successfully broadened its business scope when the company announced today that it had shipped several key aerial drone components manufactured using its proprietary Beralcast® technology.

According to the news release, the demonstration articles were sent to the US Department of Defense’s Reliability Information Analysis Center (RIAC) pursuant to a program that grew from a 2011 development and technical services agreement between the company, the US military’s Army Research Laboratory (ARL) and the Naval Air Systems Command (“NAVAIR”), located in Patuxent River, Maryland.
The company was enlisted by Wyle, an engineering services provider for the US Federal Government, to demonstrate the service life and performance enhancement for drone platforms utilizing Beralcast® materials.

An assembly of three critical components for the Navy’s MQ-8B Fire Scout Vertical Takeoff drone were picked for demonstration. The RIAC will carry out additional testing and evaluation that will be available for all current and future in-service aircraft programs.
Read more at http://www.stockhouse.com/news/newswire/2014/09/15/ibc-advanced-alloys-v-ib-ships-critical-drone-components-for-analysis#pGdffToxmQm3tDCB.99

Read more at http://www.stockhouse.com/companies/bullboard/v.ib/ibc-advanced-alloys-corp#4904cSWZJbzqy8Oe.99