Hello Chris. I personally don't see this outfit as much of a threat. Not only do they not have a product but their solution is to treat standard oil based materials with their active ingredient. I believe the future of these types of consumables (eg nappies) is going to focus as much on sustainability of the materials used as the biodegradability and compostability. ECQ seem to be very focused on achieving that part of the equation.
Then again it's not just about the product it's about the marketing and sales team. ECQ seem to gaining ground fast with theirs.
ECQ Price at posting:
8.1¢ Sentiment: LT Buy Disclosure: Held