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Alkaline,
Yes yes. Agreed. Very good point. I much prefer to see the business model focus on leases vs. sales. We have an infinite life with a lease, sales while very profitable would be finite many years down the road.
Also agree with your second point, the profit margin is excellent. And the fabrication costs should be much lower going forward.
This was the very first commercial grade AOT. It was definitely not the cheapest.
As I See It,
Thank you for sharing your thoughts. So we have another piece of the puzzle, that is very interesting. Now we have a little help extrapolating earnings from revenue. What is also interesting is that, not only will that cost number likely come down as you say, but the $4.3 million price is likely a sweetheart deal. The price could go up with following orders.
Whacky, I appreciate the input, but I don't believe I said Mueller benefits. I was just commenting on what Tedco and JT said.
Very interesting everyone, thank you all for your thoughts and interpretations. I myself just got home too late so I haven't had a chance to read it all. I'll be doing that tomorrow.
As I See It, I agree with you about the up-stream progression. JT and Tedco, this seems unfortunate, but there must be a good reason behind it, and a plan. Mr. Bigger is very intelligent, I have all the confidence this was not done without thought or in vain. Also remember, someone has had to be there to buy all those shares we have see run through VFIN & PUMA, and that seems by my count to be right at about 3 million shares; that's a lot. That's just a guess, but it seems logical. Additionally, there could be benefits to releasing the shares. Maybe this will take the steam out of the pressure cooker so to speak...
Ok Sano, come on, let's hear it....
I am looking forward to As I See It's take on the 10k. Can't wait...
While I enjoy hearing from TransCanada, some now have what they wanted. Now, I think we should all just relax, take a step back and give the company room to breath. I think we should stop going to the installation site, stop contacting the company's customers, and just stop all efforts made for our own reassurance. Let's let them get on with business and do their job without being a burden or annoyance. This is how I think we can best serve the company right now, and ourselves as shareholders. Just my opinion.
I will just say two things about market cap.
#1. Stocks don't trade on market cap on the OTC. Everything is ridiculously expensive. And if we were to up-list, newly up listed securities rarely trade on market cap. They initially trade on speculation, sentiment, and expectations. So either way, we don't trade on market cap. Eventually yes, initially, no. Haven't we had this conversation before?
#2 if the company were ever to retire shares in the form of a buy back or any other means, the market cap would instantly shrink, and our current market cap would become irrelevant.
Yup, must say I agree with some of what you said. It has been a long wait, but making real strides into the Oil industry with major players like TransCanada takes time, and doesn't happen overnight. However, one thing I'm pretty certain of is that once dominoes start falling, momentum picks up with each passing domino to fall.
Footer: I agree :) also, we have not had a contract with TransCanada while attending/ presenting at any of these conferences in the past either. Nor was the AOT being installed on the Keystone Pipeline.
Alkaline: thank you for that article and info on PEG. I found this section very interesting of the interview:
"Merritt: Generally, it is the role of all energy managers to provide their company with recommendations that are safe and improve operational efficiency in order to power costs as low as possible. Often, it is difficult to achieve those objectives, particularly when costs are rising.
Energy managers need tools and techniques that allow them to capture available opportunities as well as methods to document and report the effect their efforts are having. Those reports identify the value they provide their organizations, but they can also be instrumental in identifying and quantifying the magnitude of potential opportunities yet to be addressed. "
Point well taken, but the fact Bjorn Simundson is presenting specifically on the technology behind the AOT is significant. The only way that happens is if they are asked to present, and they were asked to present by Kinder Morgan. That doesn't happen lightly.
Additionally, I'm not aware that every company attending has sent samples to temple for testing. Nor am I aware that all of the same people will be in attendance as have been at other conferences. I wouldn't assume that.
Ski- people out there may be worried about the performance if the stock on a one day basis. I say screw that. What the stock does on a day to day basis is meaningless. Look at what's going on with THE COMPANY. What is happening here is monumental in terms of the strides the company is making. They are getting entwined in the very fabric of the oil industry. Big oil. Tier one oil. Billion dollar oil. I don't think any of us really understand what it takes to be even marginally be accepted or adopted by the Oil industry, especially with a product like the AOT. It's not easy, and it doesn't happen overnight, and the companies that do are few and far between. Especially ones that literally alter the structure of a pipeline, and effect the flow of oil on a major pipeline. The writing is on the wall. Anyone who can't see this is just plain blind in my opinion.
Being at PEG is a huge deal, and being asked by Kinder Morgan is even a Bigger deal.
"Kinder Morgan is the largest independent transporter of refined petroleum products in the United States, owning and operating approximately 80,000 miles of pipelines and 180 terminals throughout the nation."
Extremely interesting. The executives at this conference are key decision makers in the pipeline industry; and they will be listening to STWA and Bjorn Simundson talk specifically about the AOT, and what it could do for them. It's a captive audience. Forget about scheduling a meeting, everyone in that room will be listening to STWA. Our little company. What does that speak to...
2014 Pipeline Energy Group Conference
Very cool flipApenny, thanks for the link to STWA/ZERO's mention on Jim Cramer's Mad Money.
That was one smart dude :). Can't wait to see it again tonight at 11pm on CNBC!
Also, Alkaline, that's too bad, but keep checking. They many times take a while to load the different segments. It may still be loaded.
New photos of the AOT on the website. We are getting installed baby :) Check it out:
http://ir.stockpr.com/stwa/stwa-photo-library
I'm working on my email right now. I'll spread the word to my Facebook group..."save the world air investors and believers" let's write those emails everyone!!
The guy said " Ticker ZERO, there is an 8k filed". Awesome, what a blast.
Working on it :)
STWA "TICKER ZERO" just mentioned on Mad Money with Jim Cramer on CNBC!!!!
Someone just called in and asked about transcanada and a "new technology bolted on the pipeline TICKER ZERO"
Wow!
Excellent Pandavoine, exactly. Agree 100%.
And Snowy, I am aware you are new and there is probably much about the history that you don't know and are now discovering. That is understandable. You were looking at old issues with previous management that IMO have absolutely no relevance to the current direction of the company. It's a whole new ball game now. But look under the surface and ask yourself why some of these people would say the things they do. With something this significant it's bound to create proponents. Don't believe everything you read written by others. In my experience with being an investor in STWA you have absolutely nothing to worry about. Don't be swayed by the the big price swings in the stock, this is normal for most stocks on the OTC. Be prepared for it. Best of luck.
We accept real $Money, we do not take counterfeit ;)
Imposter. Someone who created a username similar to our "money11788" in an attempt to scare people. There are nefarious forces at work here to try and get you to sell and take your hard earned money. Don't let them influence you.
Very clear what is being attempted here. I can say this with 100% certainty; I know many millionaires and many professionals who have millions of shares in the company and they know this is nothing of the sort. They are sophisticated investors with a great deal of professional experience. They know the fundamental story of the company and are not swayed by people with negative skeptical and theoretical speculation about what is going on with the company right now. In fact, they don't even waste their time reading boards or posts by people who act like they know what they are talking about on the internet who could have an agenda. They are not invested in the daily fluctuations of the stock, or the temporary number on the board. They are invested in what the company has in the pipeline, which is real. I'll listen to them thank you very much, and not some personality who clearly doesn't know a thing about the company's current fundamental direction.
I think whacky is on the right path. Most here are thinking small (and there's nothing wrong with that) and about our own investment. However, STWA are positioning themselves alongside tier one oil. This has absolutely nothing to do with share price. At all. Most here (and likely none) are decision makers in the oil industry. Nor are we large institutional investors or investment bankers. We should step out of our own world and start thinking Bigger. Much Bigger.
Wen, I don't think you are getting it, and I don't think you are seeing what they are doing here. I see it. And I get it.
STWA is SMART. They are positioning themselves with big oil. This is the direction we want to go. It shows why technology like ours is needed in a big way. Check it out:
http://content.stockpr.com/stwa/media/a2a26489865ae5290e61922e97578cd0.pdf
Waveslave, I spit my coffee out laughing so hard! That was freaking hilarious, thanks for the laugh. Oh, and I agree.
STWA's CEO, Mr. Greggory Bigger stated at the shareholder's meeting that the company was set up to receive automatic monthly payments from TransCanada. I am sure STWA has already been paid. Which would mark a significant milestone for the company. They are now officially revenue generating, and from a tier one oil company no less.
oh, and Pie. These otc brokers want their commissions and many times will only take and clear the shares if you agree to sell them. Many charge 4% commissions. It's uncommon to just be able to hold your shares with them for long periods of time because they want their money. They don't care what price you get. They are the worst of the worst. All they care about is getting paid.
Agreed Pie. For those without level II, WORL is a market maker who has been on the ask mostly, but also on the bid and is responsible for the large amount of selling today. It means nothing. WORL is a typical penny stock broker that clears and sells OTC stocks and often in certificate form. Which just means that someone with a cert is selling. They give WORL the shares and they just dump it all indiscriminately. A foolish way to sell, or buy imo. When they are gone the selling will likely subside. I am not advocating anyone buy or sell on my opinion, but as Warren Buffet always says, I like to buy when others are fearful.
Ha! ok ok druguser...fair enough...let's just enjoy the ride and see what happens. It will be fun just to find out what TransCanada does do.
Waveslave, thank you for your posts. This is what I have been pointing out to more than one self proclaimed "expert" on this board. We will probably all know more in a couple weeks, until then any additional discussion on this point is moot. However, if it turns out that TransCanada does shut the flow down to that entire section of the pipeline, it will indeed represent a substantial investment adding to the investment TRP has already made to date.
Thank you As I See It, for once again sharing your facts and thoughts with us all. Your logic and critical thinking put many of the pieces together for us to get some perspective on the reality of what is happening with STWA, and has happened in the past. I agree with Alkaline, excellent added value for all of us shareholders. This is why (and probably the only reason) I still check this board. Alkaline, you as well, excellent work on here.
Correct druguser, but for this specific pump station, how exactly do they install the valves WITHOUT shutting down the flow? If one payed attention, they would realize there are no valves existing currently to do so on this pump station.
Well if you are being truthful, you may know about your field and then I would differ to you in all other given scenarios. If I had proof that's what you did for a living, then I would be asking you questions about many other things. But you seem to be ignorant about the specifics of this installation, or this particular pump station. You need to stop using computer made renderings, that's your first problem, and start looking at the real thing to base your opinion on. The valves are not for isolating individual units. They are being installed onto the pipeline in order to divert the flow for FUTURE uses. Means they are not on their currently, and they will be shutting the entire section down in order to install those 36" automated valves, and the AOT, and the additional work they will be doing. Listen, they will be starting all of this in 2 days. We will probably have more information after that, and then we will know who was right.
I understand what you are saying, but you are wrong about this installation. They will not be able to install the unit without interrupting flow of the pipeline. They would not need 36" automated valves if that were the case.
I will elaborate by asking you this question:
Why indeed would TransCanada need to modify the pipeline by adding valves if the pipeline could already be shut down from the installation site?
The valves sano has pointed out in the past were only to bypass each of the pumps, not the total flow of oil through the pipeline.
Alkaline, I like your post, and I think your line of thinking here is going in the right direction.
Hi Sano, I'm sorry but your dead wrong about losing millions in downtime being a complete fabrication. I told you in a direct email that I will be proving proof to you when (and if) you agree to meet me in person as we agreed to. You said the weekend of March 15, I said either the weekend before or after that and funny enough I never got a reply email. Are you flaking on me?
Here's a clue. Take a look at the parts that have round wooden covers, those are VALVES. If you price out those 36" inch automated valves, that should prove you wrong indefinitely, and that the "absolute fabrication" is that you know what you are talking about on this subject.
Hey, check out the changes to the investor page at
http://ir.stockpr.com/stwa/overview
Pretty cool changes to the outlay, there's a new tear sheet, and a new photos section. They seem to be updating the website more often and it has a lot easier access to things. Pretty cool!
I already have!!! lol!!! Too funny...
I know personally know 5 people who it could be. And there's many more I don't know who it could be. JT you know I really like you man, and I consider you a friend. But that's a HUGE assumption. And on this assumption I am sure you are flat out wrong. Sorry, I side with you on many things but this definitely not one of them. Additionally, by making such a huge assumption you could be shooting yourself in the foot by causing some concern by some. I think that is irresponsible. But if that's what you still think then of course you are welcome to your opinion, as we all are. But I'm telling you; It's NOT Cecil.