SiNtx Technologies Inc (SINT)

[boston745]

About NP Aerospace
NP Aerospace, headquartered in the UK and Canada, is a global leader in manufacturing composites, life saving personal protection and bomb disposal suits, vehicle armour and integration, through life support and spares. With a track record of integrating and supporting over 2,000 military vehicles, NP Aerospace also excels in body armour programs, having supplied millions of combat helmets and body armour plates to NATO allies. Established in 1926, NP Aerospace has served the defence industry for over 40 years, with a team of 250+ professionals across its global facilities.

Our collaboration with GM Defense is very exciting as it diversifies our product and technology offering established through the UK MoD protected mobility fleet contract and expands our vehicle armour and engineering capabilities into North America,

https://www.prnewswire.com/news-releases/gm-defense-and-np-aerospace-sign-cooperation-agreement-301926348.html

This collab with GM and their acquisition of Jankel assets seems to helped NP secure those UK vehicle armor contracts.

Some recent developments, plus seeing their revenue is better than i thought, has me reconsidering my position on a possible RM scenario. With the close to 100m USD vehicle contracts in the UK and the possible contracts that will stem from their Collab with GM defense in North America, its possible NP could have the capital to help get Si3n4 to market in medical and definitely attract capital investment via the markets. Thats my main concern, seeing them get Sintx products to market!
The most important markets to me are Ortho/Dental, PPE, Wound Care, & Catheter markets.

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Section 2 - Silicon Nitride, a Close to Ideal Ceramic Material for Medical Application

examples of their medical applications that relate to spinal, orthopedic and dental implants, bone grafts and scaffolds, platforms for intelligent synthetic neural circuits, antibacterial and antiviral particles and coatings, optical biosensors, and nano-photonic waveguides for sophisticated medical diagnostic devices are all covered in the research reviewed herein. The examples provided convincingly show that silicon nitride is destined to become a leader to replace titanium and other entrenched biomaterials in many fields of medicine.

https://www.mdpi.com/2571-6131/4/2/16/htm

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Section 3 - Markets Si3n4/Sintx Ceramics can be used in (not comprehensive)

Otho Market = $64 billion
Personal Protective Equipment market = $79.53 billion
Global Catheter market = $55bn
Antibacterial market = $44.5bn
Wound Care market = $22.25bn
Biosensors Market = $28.9bn
Condom Market = $11.6bn
Dental Implant market = $4.99bn
Armor Materials Market = $13.59bn

Total = $324.26bn

Its honestly overwhelming the size of the markets Sintx material can be used in. Hypothetical scenario using 5% market penetration with a 5% licensing fee equates to $811m in yearly licensing revenue. Thus Si3N4 is worth at least $800m in potential yearly revenue for an acquiring company through licensing revenue according to this scenario. Its ability to penetrate the above markets will vary but Ortho & Catheter markets are markets that Si3N4 should significantly penetrate; with Wound Care & Dental being up there as well. Condom market is more hypothetical based on Si3N4 ability to kill Herpes and possibly other STI. However would need to be studied further to ensure it doesnt impact the delicate microbe balance inside a vaginal canal. A new patent was awarded Sintx for the use of Si3n4 against funguses that impact the wine industry providing yet another market it can tap into. This could be a market that they could break into sooner than some of the others listed above but it wouldnt be as lucrative.

Sources:
https://web.archive.org/web/2024040...ogger.blogspot.com/2011/05/whos-next.html?m=1
https://orthospinenews.com/2021/01/...y-2025-as-acquisitions-surge-says-globaldata/
https://www.grandviewresearch.com/industry-analysis/personal-protective-equipment-ppe-market
https://www.grandviewresearch.com/industry-analysis/catheters-market-analysis
https://www.grandviewresearch.com/industry-analysis/wound-care-market
https://www.grandviewresearch.com/industry-analysis/biosensors-market
https://www.grandviewresearch.com/industry-analysis/condom-market
https://www.mordorintelligence.com/industry-reports/armor-materials-market
https://www.grandviewresearch.com/industry-analysis/dental-implants-market