QS Energy Inc (QSEP)

[Smile AOT Works]

Inspiration,
I have not looked at the Temple situation, I just took from the AGM that the negotiated position is much better than before and they were pretty glad to have sorted it.
It is not something I give much time as I don't think it is the highest priority.
A short email to QS would give clarity if you need it.

Your right the company has spent a lot of money on a lot a products, and none has really come to market.

The company has a very narrow focus for sales.
Electra, Joule heat, smaller AOTs for upstream, plus many other potential applications are all on hold despite significant market potential.

AOT RnD is finished, sales is the only company focus.
AOT is currently the primary focus, and only on pipelines over 100,000 BOD
They don't want to sell it, just charge a price per barrel.

The price mentioned at the AGM as an example was .01c per barrel per treatment.

So a single pipeline moving 125,000BOD on that price would get charged $1250 per day on each single AOT if operated at maximum capacity.
12 months that $450k and delivered a full ROI to QSEP.
Then every year after $450k moves to profit.

What if the rates for some was .015c or .02c per barrel.
AOT can deliver a ROI in under 12 months comfortably

All money after that is profit.
They spoke of 2 numbers at the AGM
50-70 AOTs

50 units would be on those numbers around $22 million per year.

Income is unlikely to ever drop, once AOT is on, its money every year.

1% is considered a great efficiency in the oil and gas industry.

What an AOT does is superior to current practice.

Each month since Jason took over except June insiders have bought shares.

I think QSEPs potential is just starting to be seen.


Smile