If you are able to put the history aside for a minute and forget all the pent-up frustration from years of under performance let’s pretend you are a new investor looking to buy a stock.
Listen, in the multi-billion and combined with the world of insulation probably combined, now a trillion dollar category over the next few years, due to a new government required building code, that there currently is only one company in the world that can produce a continuous insulation. And the company currently has probably done more sales than they did the whole previous year. And because mostly everyone in this United States that either sells a moisture barrier, or insulation is trying to find the solution which would enable them to dominate both industries.
The company has this (and I say understandingly hopefully that at the worst six months away) machine that will be quantifying, which many companies and their inspectors require, proof that they do have an R-6 Value. Take a Company like Corning, that if somebody comes out with a R-6 moisture barrier, on jobs that are average R-20, they will be losing around 30% of all of their sales. Not sure what it would be worth to them to buy this company, and not only would they be maintaining 100% of the required R-20 Value, they would now be taking over most of the moisture barrier industry. I guarantee you it would be worth at least $20/$25 a share to them.
Again, now imagine you’re just discovering this publicly traded stock, and you learn at this point they are the only one in the world with a continuous moisture barrier that has a R-6 value? Also, again, even before they get a certification quantifying this, you learn that their sales are exploding compared to the previous year. When people do their due diligence and see the history and testimonials about this product and learn along the way that they beat the Federal Trade Commission in Federal Court, when they were challenged by a worried competitor, about the disruptive technology material that they own a worldwide patent, the share-price will explode?
Like I said before this is all public information but it is so esoteric that barely anybody knows about it, and you could buy the stock for under two $.10 coins. Would ask how long did it take for them to get here? Would you say tell me about the health of the management? If you had any business acumen, you would be saying, how can I buy as much of this stock as I can, before the rest of the financial world learns about this?
Thoroughbred race horses have blinders on them so they can only look forward, not worrying about anything beside them, or behind them. This is how I feel about the technology of our Insultex house-wrap, that has evacuated cells creating an insulation type of product that the whole world is looking for. Do I wish that things have happened faster, yes of course, but as they say, it is what it is, and when the financial world learns about us, they will be writing articles in the Wall Street Journal, and doing vignettes on all the financial programs. Our material will be to the construction industry what Nvidia is to the Computer chip industry.
Anyone doing any kind of serious building and not using our Insultex House-wrap is doing CONSTRUCTION MALPRACTICE.
Bullish
