qlt, thankfully I am able to respond to your post about how I do my DD, or what I consider DD, and perhaps as a result we can go back to our respective IMO corners. : )
Google searches on Electriplast? Ages ago, minor piece of the puzzle, boring. I am, of course, not referring to educating one's self about the IP, that is par for the course, the boring part is googling it after getting that education. THAT is boring. With respect to educating one's self about how this particular IP fits into the big picture out there.....this is where the searches become truly important with respect to that area of DD.
Company releases? Yes, relevant. Content, and how that content is laid out is taken very seriously ~ especially when all but "forward looking statements" must be accurate.
Calling up IR? IR is PR. Ah, but you already know this. And besides, they are so pretentious and are such masters of doubletalk that speaking to them is a waste of time. (especially if you are like me, ie. can smell it at 100 yards)
Now, the selling of shares. Well, you are right. This is part of the DD umbrella, which in my world, can keep me dry in a tsunami. My opinion on this event? Where I disagree with you is the word "evaluated". You will never know ALL of the facts regarding events like these so to allow it to affect your opinion of Integral in a negative way is well, something that I wouldn't do. I don't see the rationale. DD is FACT gathering for me, not conjecture.
So, to reiterate, my DD has me holding faithfully. The "knowns" are all positive for me.
The only sense of 'gambling' or 'ambiguity' that comes into play for me is putting together numerous other threads with respect to the visionary aspect of the entire endeavor. That is WAY too complex and personal to explain to someone else. I'm sure you have your own instinctive formulas there as well. I add logic to my experience, throw in my instinct, which comes from combining the two, and voila, I think ITKG will be a winner.
If I were you I would dig deeper into the IP specifics of these other company's claims in comparison to Integral's IPs and it's capabilities. That's where the grit of DD comes in, with respect to IP. What kind of a chance do we really have..etc. I, for one, am satisfied that Integral has the goods.
Hold long and prosper qlt. : )
AI
