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and in the paragraph before that :
" we believe we have persuasively
made the case for the use of value engineered AOT ...within the
infrastructures of the most pre-eminent companies in the world "
yahoo
and this is the first of a series of reports from around the
world
next stop ..Latin America..
Plenty to smile about for sure,Pie
but do you think there would be a whole phase ie an order..and publicity.. dedicated to the sale of one AOT ?
and when that could only be connected to orders for other KM
pipelines ?
I hope your guess is right ..if that means prioritising a big signal...but a signal for whose benefit ? for the market to respond to..? for us shareholders ?
ie aren't the other clients going to be focussed on SCADA and
the systemic issues, to the point of not ordering anything
until KM has made its bigger move ?
I have a dread of the snail ..ie that there will be more and yet more of what could be called the Masochistic School of Salesmanship..
e.g that given the AOT's vast benefits, it is much cooler/ more persuasive in the long run to make no gestures to the market/ us shareholders....much better to let everyone take their time, do more tests, let the technology speak for itself..
no pressure says Mr Snail !!
Moorea9 : that's a beauty.
I need a magic pipe of any colour to get
me through these tense times...
Yes,AISI,great,that is exactly the crib sheet I needed
good to be ready for the brave new world of green digits rapidly ascending
and with increasing reasons for them to keep on upwards
odd to think that the company was preparing for Nasdaq..what..
two years ago ?
Wow, that is a lot of homework ! Thank you !
I am relatively OK with the P/E side - it was the second
sentence which seemed really beyond me...The S&P 500...trailing..
..multiple.....etc
It seems hard to believe that after so many years of inch by inch
progress and the inherent possibility of a monopoly...that the
share price would ever be determined mathematically by the value of one contract..
Zerosum : 'that is excellent to hear and helps me a lot'
you are referring to a para posted by AISI
which you have quoted
you would help me even more if you could translate
that paragraph - I don't understand any of it !
Thanks Smile...
Agreed.. Subsea is very exciting - as part of the slightly baffling
prospect of a product that could incorporate every known means
of oil transportation...a mere 60% and also with no known competition !
not forgetting the icey regions of the world..
share price is an actual measure of the technology ??
how about the simple logic of the share price not doing anything
other than waiting..
given that the technology does work, the share price is
just behaving commercially ...not scientifically..
I seem to recall that Trans Canada were rumoured to be interested
in taking over the sales and marketing..but they had a lot
of other issues and were not as go ahead at the top of the
organisation as KM
what are the billionaires doing that justifies the formation of
QSEP etc ?
has the second furcation dropped off the map ?
the KM strategy : what would QS have had to have done along the
way to have made it harder to be taken over or whatever ?
become too diversified ? too independently connected ?
they must have expected it
yes, it was 'well put' and it is totally in alignment
substantively with what many other posters have been
saying in different ways...
just because deesil includes a few realistic details of
Bigger's position etc does not diminish the conclusions of
the success-orientated position ....conclusions being posted
by the likes of Snoop albeit in more strident terms
we can't prove that the sun will rise every day but it generally
does
that makes absolute sense - now that we are here !!
Maybe I am the only non-engineer or I am naif, but I had no inkling
of these emerging necessities - nor was any of the remote control / monitoring discussed as a necessary phase by anyone here or in the company..was it ??!!
odd to jump from absolute IT WORKS into Now it's time for the
whole damn system to be state of the art multi batch automation..
and then DOES THAT SYSTEM WORK ??
Little wonder that the share price has been a non-issue for so long..but while so many of us were waiting for the first deal many many months ago..the one that was going to launch the rocket !
That is why the bifurcation and acquisitions are so necessary -
so that all Longs will be able to benefit before - even Long before - they lose their marbles or share certificates or both !
Good posts Moorea9 et al and good find Smile
Whatever happened to the Bifurcation word ?
What are those specialist Billionaires doing ?!
Am I right in presuming that every potential client is
going to want the automation/ integration ?
even if there is just one grade of oil being transported - and that may be unusual ?? - the automation and monitoring will still
be necessary ..right ?
in other words...all the other potential clients are watching and
waiting on the condensate ..as the grade of oil is irrelevant..?
my position is all about time-scale...clearly !
Well done Zerosum : that is excellent information
and what a great aid to sales document
it is all there - easy to read , to understand and to
evaluate
I hope this Fact sheet has been sent to everyone - every
investment manager...journalist ...whoever
surely it is a Press Release ?
Thank you Snoop for keeping the facts up front
And is it now the case that every client or potential client
is going to want this automated / SCADA system ..? Many of them
managing more than one kind of oil..
Even if they specialise in one kind of crude, they will presumably want whatever SCADA /monitoring etc is possible..right ?
Let's have an Acquisition...big big Please !
i meant that while KM might not be expressing
the full monty of an order of AOT's
they are nonetheless expressing a lot of confidence in a commercial
future and one which culminates in that order
and this big brothering being the standard golden route for a new tech company..
why not use that in PR ? and get the journalists and investment managers on to it ? ...maybe keeping KMI out of the story if necessary..
but finding a way to generate something that catches the market's
attention about the new commercial proof..
Right, so is QSEP still using a PR company ?
if the investor base is small and there is little news
coverage..what a huge invitation to PR to change the
dynamic ?
Maybe that can only start once the client has said something
of its own about AOT ?
but KMI are saying plenty already ...or enough ..with which
to generate PR momentum about a commercial AOT
Puzzling : how can the KMI / QSEP relationship be so
uninteresting to the market ?
Forgetting the varying possibilities/ outcomes, there is a relationship and a long lasting one and one that has moved into
a new phase
based on a working/ commercial AOT,
based on working together to create a working system for
an entire pipeline of AOT's
and mapping out a future of meeting KMI objectives and
fulfilling all AOT's potential
and all that & more ...for the industry as a whole..
is not not worth a cent or two ?
absolutely so..but I am thinking of the time factor
the acquisition project offered hope of a share price
rise and one that did not involve endless preliminary
phases..
the idea of anything being quick or one phased - e.g an order
for AOT from one of many aforementioned - seems like a total
phantasy ..even more implausible than AOT not working !!
but maybe the trouble is that the oil price
now being higher has lifted many companies out
of the bankruptcy/ category that made them so cheap
and available.....before the tide came back in... ??
maybe QS needs to wait for more status/ income also..
There are some huge advances in this news
and the days of whether AOT works or what lease is in place etc
are long long gone
I had no inkling of such a phase - ie the remote controlled/ automated monitoring and multi-batching...and its potential is
huge..
This sophistication and level of flexibility might be one big
reason for other clients to watch and wait ??
It seems as if we have all dropped the idea of an Acquisition by
QS...??
Good post Flubug ..good perspective
they have moved into new areas,the bigger picture, but this is
still part of working on acceptance & installation in principle
and not just regarding one AOT (and its lease)
It is just very frustrating that publicity-wise there is no
middle ground ...ie an intermediary/ provisional press release that covers the likely outcomes...
if Acquisition has lost out to rising oil price & the other
clients wait for KM ...this share price could be with us for a
while
But how long is this piece of string going to be ?
Crazy to deny the good stuff re condensate and its grades ..
and its implications for the other crudes..and crazy not to
celebrate the automated control of multi-batches etc
but how many phases is this going to have .? it is not hard
to imagine a tiptoing through more phases & installations and trials - just to be sure of the final commitment ...
and all the other potential customers - all in heavier crude - where are they meanwhile ? watching and waiting ?
and as for Acquisitions - has the rising price of oil entailed QSEP missing the bus ?...
Quite right Pie
But will the market respond to a next phase of integration
and to the obviously strong relationship ? ..and a handbook ..
and will it be in time to save my bacon ?
it is all good ..but sales still on the horizon ..as seen from
the cheap beach !!
and when oh when are we going to hear someone ELSE talk
about our products ?
Newsflash : the agony of writing or reading this PR & its version of
success
who writes this stuff ? and for whom ?
oh my goodness...it's been 'benchmarked ' ...which means ?
given priority status ? chosen ?
this is like reading a man who is obsessed with his intestines...
instead of proclaiming his Joy at going to the seaside, he is
worried about how his intestines are coping with breakfast..
there must be a lot of good , very good factors in there..
but my first reactions are all about the agony of it
not being a material event and the writer expresses that
agony perfectly, yet again
it is an optimisation of the verticalisation of the crudification of a burp
Perfect : what are the facts which you are dealing with ?
the facts which do not lend themselves to positive conclusions ?
what are they ? when did you see them and in what document ?
you say next that the real fact is the ambiguity. Logically therefore it has to be the only fact, the fact that precedes or defines all others and your implication is that this is strategic ambiguity
furthermore, you are on record as accusing QS of being deliberately scamming (not just ambiguous) over a long period of time
and they do it with such skill apparently - that they scam
Kinder Morgan into working with them re an 110 piece of kit
amazingly skilled use of ambiguity : maybe this company should re-name itself - Quick Scam Ambiguity Project...
where is that sentence or logic 'equivocal'?
under the lease is under the lease - are you suggesting that
installation etc is only happening because the lease compels
an otherwise unwilling partner ?
Also, why do you immediately rely on the fact of silence/ nothing happening for a month to prove anything ? Silence has proved nothing negative conjectured on this board - quite the opposite...eg that
10% of power supply and the TC lease etc etc etc
Nothing happening or announced might be stressful for the investor but wouldn't the logic dictate that a silent month is plenty of time in which to announce bad news or to end a relationship or lease ?
Celebrating my timely return with this :
it may be mere psychology, but is it possible
that the fact of Everything taking so long / Everything
being described as complicated...= another way of
saying that Everything is waiting for Kinder Morgan ??
Here we are , at the end of the second quarter, and still
no Acquisition : would the parties be waiting for K M to move
on condensate ?
Both / either parties needing that momentum/validation / cash
before wanting to make final negotiations/ commitments ?
All those managers of crude oil - who have had the samples
analysed and who remain interested in AOT ...they are ALL also waiting for KM re condensate ??
why would they wait re such different oil ? Is this a ritual or protocol thing ? Because KM has spent the money & deserves to
get any preferential deals ??
...or deserves the chance to make a bid for QSEP..as some might guess ??
Or are these thoughts just the projections/ suspicions of a Long
not wanting to sell the family pig (again) or silver ?
Finally..Jaymark....you are not comparing like
with like...
The Longs and supporters have no other option - what other material is there to use in the rejection of the negativity or whatever we call it....?
There is only the current or latest Update or Press Release or whatever is still relevant from the past - it does not matter how old it is, what matters is that it refers to ongoing positivity behind the scenes and the validations and positives that apply moving forward but in the vacuum of contracts which is beyond our immediate control
This vacuum and the NDA's and the industry conservatism and culture
make us a sitting duck for negative propaganda...(an 110 ton piece of kit that does not exist, that was funded, designed and built out of blind faith etc etc??)
Our CEO has no opti0n but to speak vaguely or in generalities - but that has never NOT been borne out later by developments and the specifics unmentioned at the time..
for example, from December 1, - that is full of good factual material..eg re TC trials and all that - and what was achieved by a power supply working at 10% ...that was fantastic news - and look back at the **** that was speculated here at the time - remember the sheer nonsense that filled the vacuum of news ?...a terminated contract = failure..? and it went on and on and on..NOW we KNOW
Just as CEO is bound to be truthful, so the Longs have no choice
but to repeat the simple formula of repeating QS documents
which repeatedly express ambitions for shareholder value
roll on 31 December
Happy Christmas everyone
for goodness sakes Jaymark
you are merely digging yourself into a pointless
hole or panic
no-one would or is saying that one article in one magazine
makes a case....such an article is part of a case
Presumably Zerosnoop is quoting the Oil Flow article which is part of the Temple / Tao case which is itself part of Government and
RMOTC or PRCI support...etc
The ressemblances with failed projects are bound to occur;
the path to commercialisation does not vary hugely
All ressemblances by their nature are superficial or partial
As one example, did your other venture also want to buy assets which included the means to advertise a proven new technology?
I dont understand why ...all of a sudden, when QS has just pinned its colours to the mast with a first plan by which to be justifiably judged..you are going over irrelevant and negative ground...why now?
Is it so much nicer to torture yourself ? To seek out even more
re-assurance ??
There should be more filings...they are part of the watershed..
If not, THEN challenge the timeline or the spin ??
31 December has been specified; so has Haynesville in North West
Louisiana...Let's see if that is reliable..It certainly strikes
me as confident...You ??
Psychology.....again and again, no
matter how often we confront the reality of what
we didn't know in the past or don't know now, NDA etec
it is always and suddenly - 'my glass is half empty' - when there is
what..? no news for a day ? for a week ? the share price does
not move ? or it goes down ? Christmas gets nearer ? the price of oil goes down ?
what else ? why is it so nearly empty ? Because....it's Friday and
its raining ? Some existential issue ? No sex for a week ? Not enjoying it even when it happens ? The price of ...x.y z..is up ?
one minute it is just a glass, then it is half full,
and the next it is ...AOT will never work and M & A is
a cover- up etc ..
How about that both furcs in the bifurcation are good ?
That the confidence in the 2-furc future = the glass is just
a glass
the worst of AOT / JHS is the pace of Industry change
to launch QS ENergy Pool on the back of dud technology =
utter illogicality
it was a brave move based on new technology being
adjusted to
Hi Idiots (what a perfect start!)
I probably do need my head examined
and STWA/ QS - wise it would be me telling the shrink about
fixations and unfounded optimisms
ie now that we do have a Business Plan re a commercialised
product...what on earth was I doing in believing in a rocketing share price when we did not have one ?
The reality has not changed : R & D would be followed by Commercialisation; now we can hold the company to account
One grey area is the extent to which our prolonged involvement with a few producers seems more about the customising potential ...which is why the Iraq / Basra story seems incongruous to me - where is
the testing or gradualism ?
Talk of 4 offers on the table etc etc seems like a separate
product ..unless these offers refer to tests and small steps ?
If Mergers and Acquisitions are all we can expect for a while, they being the only predicted filings - then that suggests to me that
even successful technology is being treated very cautiously
I think the pace of things has surprised everybody, with or
without the technical glitsches being sorted out.
Even Kinder Morgan are taking it step by step.
if you can't look your friends in the eye,
how about telling then to read the business plan of
December 1 ?
or maybe try admitting that previous hopes and expectations were
premature or naive...
and that you can't hold anyone in QS responsible for your
own projections...
the thing has been tested at length, adjusted, diversified and also
validated at every step of the way...and now there is a really
solid plan for both the furcs...and you think this the time to feel sorry for yourself ?? Great timing !!
if you don't read the Press or Updates carefully, if all you want is the news = share price boom, if you don't believe the CEO and all those people he represents...then there has been no point in any of
your time and money given to this ,,,
my family and friends are too damn lazy or spoilt to find out more..
but they do believe me...
HELP! I have failed to achieve Dialogue
over on Raging Bull
Can someone with more knowledge than myself
comment on the predictions on page 28 of the
first filing of December 1 ..
ie the CEO tells us of other filings to come in
the near term
these, I assume , probably refer to the Acquisitions,
and these are even given specific dates - the last day of
December being the first and being different in that the other
4 dates are only 2 months apart - as I recall - March 1, May 1,
July 1, September 1
It seems a very, very confident announcement and one that
could presumably easily be criticised if it mis-represented
the realities of the processes...?
But we are faced with a prediction on December 1 of what is happening 9 months later on September 1 . Isn't that a remarkably
solid and encouraging fact ?
Other news could accompany these Acquisitions and it seems obvious
that the bifurcation is capable of and is expected to provide that sales news...
Watersheds only come once, I think. We can't leave one half of the
business on the wrong side of the water !
well, it is hardly new or news that
the acquired companies are trading in negative conditions
which include falling prices
which is why they have gone under
but their decreased profitability is still an increase
for QS and in a cyclical market, isn't that 2 ways of not
going down.....???
before all the tax benefits are taken into consideration
brilliant ..the exact word for it
how dare Bigger earn such a sum?
why shouldn't he give his salary to The Longs'
Christmas Benevolent Fund ??
If he really knew his place, he would play the Back Legs
of the Donkey in the Panto so that all the cast could kick
him up the backside.....
yeah....thanks APJ......what mugs we have all been
encore ....take the bow....the audience loves you
Smile... i guess all these filings of the near
term...should be visible or signalled in the business plan..
please keep me / us posted...?
where is the JHS reference ?
page 28 looks interesting...with precise dates for the
financing of the Acquisitions.. one by the end of the
month..
tantalising that the filings themselves are presented
as definite...but the news, the content must be just as definite surely ?
how many ? how soon ?
If the other filings are ready...or scheduled
the next torture is to wonder what technicality
will determine the timing of it ?
Perhaps some genius insight by one of us ?
APJ ?
Great to be at a watershed: more filings to come
those first paragraphs are very good - it seems possible
that the next filings will allow both prongs of the bifurcation
to progress independently...
we could be across the watershed as a company because both
sides of it are progressing...the M & A is going ahead regardless of whether funds might be coming in from sales or contracts..
and vice versa..
it sounds like the filings are ready
they can't all be non-sales , surely
we have had the dry and solid part, the foundation,
now we get some speed and colour...
exciting
did we really need a nice letter from the CEO ??
there is virtually nothing new...
there is one acquisition shortly
but that is subject to the financing
about which the rest of the letter boasts
as easy to raise..
that is very big hearted of you Cpopp
But the share/ price does not suddenly suck one day..any more than it sucks on another......did you eat too much turkey ?
It will only suck if there is no news indefinitely or if there is news and the market is still not impressed
there is the real prospect of news on many fronts and we are not talking about a better version of an existing product are we..?
or a tin of dog food or a fun gimmick for kids ?
This is new, revolutionary, green and offers what is a shake-up of oil management....
let's see what happens before Christmas ..