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Re: None

Tuesday, 09/18/2007 11:54:49 AM

Tuesday, September 18, 2007 11:54:49 AM

Post# of 473
GW-man, you raise some very interesting points. I'd say your speculation regarding the Scat-IR-Shield (SIRS) as a follow-on contract to the earlier Stlth Cat sale is correct, and I'd also wonder why there was no mention of the RefractX product in connection with the $7.4M SIRS sale. Did it not include the RefractX product? Perhaps there are some applications where the RefractX is unnecessary or redundant. I would think the greatest applicability of the RefractX is as a generic wrap for diesel particulate filters in order to help them retain heat to imrove their performance during erratic engine duty cycles (like in urban environments). Combining the ReftactX with the TempMax would help optimize diesel particulate filter operation and would extend the applicability of Englehard's or Johnson Matthey's products.

Regarding the expenses of the various military tech products, aluminum as a commodity goes for about a dollar a pound (I assume that means smelter-grade aluminum), and I can't imagine aircraft-grade aluminum being vastly more expensive, but maybe it is. I don't know, but there doesn't appear to be a vast quantity of it in use on the Scat-IR-Shield, so that product must have a lot of other very cutting-edge materials to justify the price. I just hope ESW is good at protecting its intellectual property on it.