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Re: inversor86 post# 6633

Friday, 07/26/2013 3:06:39 PM

Friday, July 26, 2013 3:06:39 PM

Post# of 194739
I'll attempt to add some to what Inversor said:

"The only questions they didn't answer today were ones starting with "when." We will still be waiting but based on what I saw and heard today I feel like it will be worth it to hang in."

When I asked Lou Bintz if we can still get "designed in" in the 2 year timeframe, he said yes.

Zelibor, Bintz, Mickelson and Leonberger all spoke and the presentations were generally at a deeper level of science than the through equity presentation. After, there were several good questions followed by the lab tour. I was surprised to see the level of transparency and the willingness to answer a lot of questions during the tour.

I really got the sense that these guys are here because they truely believe in the scientific strategy and want to see it succeed. I understand why they refuse to hype premature results and I respect that.

The progress that I saw was a streamlined synthesis, coating and characterization process with many well qualified scientists. Now they are focussing on turning the crank and producing the results needed to identify the commercialization path.
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