The purpose of my original post was to get us off the “all they have to do is reverse engineer the formula to get the technology” kick. The patents are getting old but the important part of the technology resides in trade secrets which are much more difficult to copy.
I see our problem (and our moat) in the complexity of he actual manufacturing process and selling the concept to industries that have been spending decades “dumbing down” the worker tasks. I’m not confident that a Ford or GM is capable of making their own BMG parts without really significant upgrading/training. It’s a long process with “you bet your job” consequences.
My greatest concern is the slow implementation leaves the door open for alternate competing technologies to develop and be easier to manufacture. We have some unique properties like RF transparency, strength to weight ratios and a certain degree of manufacturing efficiency but other simpler approaches could pick off chunks of potential markets by doing an end run.
The clock could run out on the technology and that would be a shame.
News 
Market Data 
Discover 
