Implant Sciences [IMSC]

                                    2Q16               2Q15

Sales                            $10.3M            $2.1M

Net Inc.                       (3.3M, 0.04)    ($6.2M, 0.09)

The 381% increase in sales is due to a huge jump in shipments of the QS-B220 desktop explosives trace detector (ETD), including initial deliveries to the Transportation Security Administration at the end of the quarter under a contract the company won more than a year ago. Sales also benefited from increased shipments to Europe, Asia, Africa and South America. Implant says the increase in QS-B220 shipments was partially offset by a nearly 30% decline in average unit sale prices. The company also saw a handsome increase in sales of its QS-H150 handheld ETD to customers in Asia and Africa, and a major increase in sales of parts and supplies that shipped with the QS-B220 units in the quarter. Losses narrowed on the increased sales and production rates, which lowered overhead costs, and lower research and development expenses, partially offset by increased operational and interest expenses. Implant says it has been successful in self-funding the cash flows necessary to generate the working capital to achieve the production rate increases. The company is on track to deliver most, if not all, of the QS-B220s to TSA this fiscal year, company officials say. Implant is looking into the possible acquisition of technology to expand “our channel” and to “accelerate our growth,” Bill McGann, Implant’s CEO, says on the company’s earnings call. In late 2015 Implant said it was exploring strategic alternatives and McGann says the first option here is to be acquired by someone else “where we become part of a growing entity to drive accelerated growth.” He puts the market value for ETD products at $850 million annually, growing to about $1.5 billion in five years. McGann also says that in the next fiscal year Implant will introduce an upgraded handheld ETD.