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The hope is that in using names like Tim Nimmo
he adds depth via shock to allegations which were already personal
but without that extra substance which a name provides, supposedly
Sad. It is all twisted rubbish from someone or a persona who brags of betraying friendships...for the sake of some higher principle
which cannot exist in this instance
pathetic : nothing will be proved or mean anytbing other than that Tim Nimmo was a facilitator in recent alliances - nor would he ever claim otherwuse
Shame on you - and I tool will wait for any signs of integrity
as distinct from message board games
So no more teasing, let's have the news please
I think today, Thursday Ist October, is just the
right sort of day for it
It is sunny and blue and the warm breezes make a gentle transition to full Autumn ; certain maniacs are talking about Christmas
but all that can be ignored a little longer, while the sun tans fade..
We are sitting comfortably and calmly and without over-awareness of
our great patience and general endurance.
To complete this season of mellowness and tranquillity, an e-mail
with The News would be much appreciated.
Before the close on Friday (or I double the dose!)
Thanks Whipple..."re-deployed to support growth"
That sounds like a solid approach to lean and to
good times (in the back office)
Let's see if we get the Acquisition news this week
strange sensation to see green numbers on a regular
basis....I am investing in a sedative
Idiots...Agreed - and I have asked a lawyer
and a specialist in commercial and company law
to look over the relevant documents
and he supports everything you have said..
Good of you and others to deal properly with
these issues.
No more troublemaking please
AS always APJ, it is hard to understand
what you are saying and why you think - if I have understood
you - what you are saying comprises a contradiction of the state of
affairs I allude to
everything about AOT or JHS comprises a trade secret (how else to describe such technological changes - a cosmetic change ??)
and everything to do with financial/monetary matters also is of major importance - so without analasying any further we agree on the primacy of the NDA...
I have no idea what you mean about what QS has alluded or revealed or what is being opted out of : if the client wants x y z kept secret, that is what has to happen - as you have already agreed
Furthermore, it is a vested interest for QS to publicise whatever
they can - since they are aggressively selling their suite of
products - as validated across the board, most recently in
Control Flow
Quote APJ.." I dont want to be a downer"
or words to that effect.
I think this affords a little glimpse of a big
irony ..and I think my very good friend APJ
has unwittingly (of course) told a very good
joke
The idea of his being able to 'down' anything
is a light introduction to the joke
which is finished off by the fact that a lot of the
attention given to this share only re-inforces the
wisdom of the investment..
whether by the spurious content of the posts or by the
implications of that deliberate foolishness existing as a policy,
the Longs are clearly on to a good thing..
Thank you for re-affirming it in another way - ie by actually
appearing to believe that what you write has any effect on any
one apart from (perhaps, but very unlikely) my nervous auntie
Please keep it up !!
How do we know this APJ ? I wonder how...hmmm, let me think
And NO, Shi468 has never read the standard NDA
me think ..with my brain..
Hi Jaymark and Shi468 (LOL)
Jaymark - I don't understand why you would suggest
that a representative body like PRCI would get involved
in anything other than the administration of the industry
as a whole - and protecting its well being
ie They would not trumpet AOT successes from the rooftops
- but the significance surely is in its fully publicised involvement in AOT/QS and which has not hindered AOT's progress,
a hindrance which would be as effective when communicated
privately/silently or via a PR - : NEITHER of which has happened.
At every step, it seems to me, there is a tightrope to be
walked - each individual client wanting a secrecy that involves
the industry as a whole - and also involving all the official bodies who have facilitated that involvement.
In all of that amorphous involvement, Peter Whelan was the only name to be singled out - and as Zerosnoop says, doubters should speak to him and ask him some sensible questions..
yes Shi468 - have you called him up?
We all know the questions you want answered - because we would all
want the same information wouldn't we ?
And perhaps you can provide an answer to the query : why would the
CEO not tell you/us anything if he was allowed to do so ? Malice ?
a preference for torture or for a low share price ? what schemes does he have up his sleeve ? Really ?
I ask you again : please put into YOUR words (and yes with LOL):
give us the UPDATE that YOU would write - let's say there had been
unforeseen delays/ complications in some tests..
YOUR words which show a) your familiarity with the NDA culture and your respect for it b) your sensitivity to how the Market Makers and others would respond to the Update and c) your anticipation of
any future questions which would be implicit..
Understand ? Once you start on Updates, can you stop ?
As it stands, only MATERIAL events are allowed
I ask again : have you actually read an NDA ?
No one said anything was from Michael Whelan
what was said was that Zerosnoop had spoken to him
and it is well known that MW has supported our technology
over many years
and so to congratulate the PRCI as a whole was a good
reminder of that support and of the rigourous protocols that
have been successfully involved....
and good PR which sidesteps the whole NDA burden and re-assures
the shareholders of our place in the industry
OK ?
the technology is OK and is being sold aggressively..It would be
amazing if there were not complications...but ..
I am still waiting Shi468..to read your effort - LOL
let's see how you would word the UPDATE that pleases lawyers and gives nothing to Market Makers etc..and which shows that you have
read the NDA...
good luck !!
Shi468 - you are full of theories (now and then)
about the negative ploys of management and
these theories imply that you feel misled or deceived
but then you say that you believe in AOT and the products
First : communication is not a complex concept and neither is
good or clear communication and neither is the clear communication
of good news
I have no doubt whatsoever that all kinds of communication are withinthe CEO and Management's capabilities : whatever is needed, he can do it, and not forgetting the various PR people hired; right now it is Jay Morakis and by all accounts Mr Morakis did a good job at the SH Meeting
Just because the communication has often been controlled by NDA's or conspicuous in its absences or its ambiguities does not mean that the shareholders are being deceived or ripped off or given the wrong
priority - we simply have a lower priority than the potential clients who ARE OUR first priority for now.
Recent PR's have included very clear and confident statements about a bifurcated strategy that is based on aggressive sales of all
products : that is good enough for me - why not for you ?
These PR's are valid and legally bound communications : they contain no proprietary information and they join up all the points on the map so far : what more could CEO do ?
There has never been any transparency : why should it start now, as we get nearer to any Crunch ?
Also - it seems to have been forgotten that at one time, the big issue was that STWA/QS would be taken over....That possibility was generally unpopular but would now seem to have receded further, with the formation of QSEP
Please be specific about how YOU would have communicated ie how
you would have treated the potential clients ?
Shares unsold : a lot of shares are now up for sale..
about 200,000 I believe....going as low as 20 cents
and no-one is buying...apart from one bid for 2,500 shares
any views Smile, Zerosum, Zerosnoop & Co ?
Big players driving it down before buying back in ?
There's a bit of despondency around ? Too many
long waits coming to nothing ?
Shared but not understood
having waited so long, why give in when the complaint has
been the same...? and while the progress has been made in
despite of the communication issue which is not a primary concern
right now...
the client is primary for now..at least on the surface of
things..but what is not on the surface is the real signs of
success...e.g the roles of Bill and Scott now described specifically
as 'stellar'
no NDA's around the billionaires it seems..
hope you can buy back in..if you want to..and without the s.p leaping up too far too quickly
if you are indeed selling !
Thanks Pie..I was not aware of the dastardly
attack on my monologue (Socratic dialogue) !! But at least and
at last my points connected with an actual event..
Um. I don't get this worry about secrecy - not any longer.
Right now, it seems like choosing to go to an Italian restaurant
and then complaining about the amount of pasta on offer.
We have been told whatever has been possible. That has provided us with a logical and meaningful sequence of events which has always
included secrecy but which has not effected the sequencing and the
truthfulness underlying it
It also seems to me that the negative views are straining to avoid
an obvious point - which is the constant allegation that the CEO and many others are dishonest, unprofessional and fraudulent chancers
who have carried countless others with them in a well rehearsed
conspiracy ....the SEC, PRCI, RMOTC, SRI and more..
Either you don't trust all these people and thus find the
secrecy inseparable from Negativity
Or you trust them and also what is said in PR's as representative of the general truth and of what can be said about it..
Why on earth would ANYONE put out a PR about a new banking
partner that amounted to a self-inflicted wound ?
Why not accept and celebrate what CAN be said ?
Do you really think so many people have the time or inclination or
skills to sustain such a fraud..? And one that would have been running for years and which will go on and on until 'they' run out of desperate manoeuvres?
Really ?
Hi Zerosum..yes, what a good result for Whackstock !!
And great to know that our new partner does not need
any of that official news or further proof of the technology
Apparently it is quite commonplace for such anonymity..
This did seem incongruous or negative at first,at a superficial level, but my enquiries dealt with that - ie these arrangements
are best right now as the very driven and ambitious bankers
pursue their goals without any unnecessary obstacles and
irrelevancies..
The only important thing is the agreement and the partnership
and the work being done that is customised to the QS situation
we can perhaps expect the name to be attached to a first
Press Release..and I am assured that it is a very well known name in the energy industry sector and that there were a lot of candidates to choose from...
I have also been told (again) that no industry is as secretive and as quiet as Oil.. cf the Norms, it is magnified 100 times
Money does not talk..when it is Big ..It is utterly silent !
NO Cpopp - there is no 'exposure'
I have merely asked some questions arising
from a slow pace of development
Questions which arise from the CEO's statements
which seek neither to hide anything nor to make claims
whose validity have been disproved -
His statements do not say anything categorical or
factual about anything ans certainly nothing about
AOT or JHS
The only real issue or 'revelation' is that the CEO
has a dilemna about expressing his basic confidence
and progress in general terms VERSUS saying NOTHING
until EVERYTHING is proved by a contract or material
event
These statements (as on JULY 20) take the liberty of
telling us of the future but without being able to
tell us more about Now ..for whatever reasons..
Just think what it would be like if he said Nothing
while all the delays and complications were obscuring the
good things
Nothing about anything - for month after month - not even when these banks/partners were seriously interested in principle..or
when the SRI and others were involved positively..
The banks might be silent for any number of reasons
- but I think this frustrating silence gives us a better reason
to press for clarity...re a GOOD situation for us
No exposure. Sorry.
So... the question arises
are these supposedly enthusiastic banks/partners
also waiting for the results of ongoing tests..?
for further developments and proofs ?
which prompts the query as to how discussions
could be at an advanced phase unless any previous
successes and proofs had already been integral to
the procedures and discussions..
I will be calling Mr Morakis today to see what
he can contribute ,..apart from more fluff
Labor Day silence...
Enjoy
Good points Whacky.....
It is indeed about 7 weeks since we were told of advanced
discussions with multiple, energy - focused banks/ partners
for the M & A projects
We were told that the lucky candidate would be selected
'in the near term'....presumably that means a decision was
already pretty imminent on July 20 when the Press Release
was published..
and presumably that PR was not inaccurate in
any way...
so where or who or why has the arthritis struck the signing
procedure ?
what could the problem be and why say anything at a specific
time unless you are NOT guessing at an outcome..
Perhaps Mr Morakis will have some kind of specific
answer....
Agreed Tpsully......but
Focussing only on the present should be easy
in business matters...and our CEO's use of language
encourages that focus..up to a point..
via never being able to say very much..ie via tantalising glimpses
of the future
but if you say, ' oh yes, we have so many choices of
investment banks/ partners to choose from ..so stand by
for developments', well, one of those banks should be chosen
pretty damn soon afterwards...within..a month ..maximum ?
otherwise - why say anything at a specific time ?
The CEO cannot afford to offend the banks, presumably, and has to be
generally accurate..But why does even this side of things have to be
as difficult/complex as the engineering etc ? What can effect a bank that has, apparently, already decided to commit to QSEP ?
a month is a long time for many investors ..so how to
avoid using the kind of language in PR's that ressembles that found
in hymns ? IN which God is always in the eternal present and also
the eternal future..
Not that the CEO has a lot of choice
if he is obliged to say Something/anything
Who is wanting to be vague about the time-scale ? The banks ?
What or who is best served by this tantalising kind of publicity ?
Well said FML, Snoop and Smile and co
Keep the good flags flying
Back in two weeks..expecting great things to
have developed
So much going on and so much talk about it
Given the freedom of expression in recent PR,
I am expecting this fever pitch to produce at
least two bits of news this week...
Tine for one of the 'many, leading energy-focused
banks' to be named ...at the very least...
what is there to be shy about ??
Davoraries - I was going to say the same thing
The CEO has always said as much as he can...and it is
an intriguing perspective into the mass of info that must
be there and mostly NDA protected..
Suddenly there are statistics..10 - 25% reduction at that
phase and in that Middle Eastern place...Goodness knows why
there is no NDA but how great to see beneath the skirts...and to get the financial ramifications
It goes to show that we can trust in what is going on parallel
to the NDA's...
And Smile, you do come up with impressively plausible scenarios..the Californian..pipeline/network...what was it again ? And now the Colonial pipeline...
Always ready for a surprise..but it is going to be like that
Chinese bamboo
I do relate to your frustrations Jaymark
and the doubts they create, if that is the order of things
for you
I think the Longs have particularly suffered from a new
concept/technology that has taken on different shapes
over the years but while completing and selling with
none of them...
and then, worst of all, the final shape is the biggest
and one which offers a bundle of revolutionary changes
to the world's richest and most conservative industry
I spent ages not understanding why the market could not
offer any movement based on the truths and progress of the
AOT through all the phases...but there is no such relativity
and that is all there is to it - further to which we have had
to contend with NDA's - even when the parallel developments indicate
that all the secrets are good ones
It is one long bummer but I have convinced myself that the market
is applying a kind of Inverted Snobbery - ie this is not about an ordinary product which offers a slightly better performance that its
competitors..and surely if it was such a product, our share price
would be respectable
From the outset our share price has been vulnerable in proportion to the extremes and to the extreme benefits attached to AOT...and that means oNLY one thing - that our share price will move Extremely but only when the extreme claims are proved commercially...
there is no half way measure or any other place to start..
I trust the management, the science, the development process, the PRCI, the RMOTC and all the other people and organisations which have featured
Plus ..I trust the common sense of nothing on such a scale being easy ..and that this kind of change and investment was bound to leave a few loose ends ie shares to be messed around with
the whole experience has been strange and not what I expected and it has become far too big a part of my life....but there is some consolation in the scale of what is emerging...ie with sales and contracts just one part of it...
this is a monster of The Exponential...a lot more complex than that thing in the Blue Lagoon..!!
let's just say I could have done without the arguments with my nearest and dearest
Cheer up Jaymark....think Bifurcation
all we can do is trust what we read in the
statements about AOT or JH in their commercial phase
how can all of those years of progressions be ruled out now
of all times and because of a parallel development with QS Energy Pool ?
Your extrapolations seem strangely negative ...would you be more
confident of sales etc without the M & A factor ? why not opt for a positive interpretation unless you have a very clear reason not to...? You think the billionaires are out to swallow us up ?
anything else about to go wrong ?
everything seems to be happening closer and closer to face value..
even the secrets of the NDA's seem less oppressive as the
commercial world responds..
Thank you for those thoughts/ hypotheses
which suggest only good things of course but nothing of
an order which will change the pace or nature of our progress
this global jigsaw puzzle is doing my head in
FML..Smile..Zerosum and Gang and 4 proposals pending
Do you envisage any of these 4 proposals as being separable
from the complexities/ adjustments which have effected
KM and Newfields projects ??
ie that there could a proposal which can leap frog the
months of tests and little steps forward ?
Or could these proposals relate to..other,non-technical
progressions ?
Better to have 4 proposals than none ..and everything
has to start somewhere...but why do I think that the imminence
of proposals is..just too vague to get excited about..?
experience perhaps !!
When you learn the actual pace of progress
via replacing faulty wiring/ elements (KM) or re-designing for specific context (Newfield), it does at least re-confirm the
substance of the whole project if not the precise means of achieving it...
But these elaborations (and costs) make me wonder how any outstanding 'proposals' can really have any genuine or concrete significance...
other than re-confirming the substance ..or the idea of it
unless of course we have been exceptionally unlucky in starting off in territory which is full of glitsches... the learning curve which starts wherever we go
I am also intrigued by the prospect of the struggle to raise more capital on one side ..which is...desperate ?? ..compared with the new subsidiary which is intending to acquire a basket full of complementary businesses
maybe the diplomatic description of this apparent polarity is
'sophisticated'...
what a sophisticated situation we are in
except that Longs are pulling any remaining hair out
to put it diplomatically
Viscosity reductions of 10 - 25% ....
what type of oil was that range of savings applicable to ?
the heavy crude of Iraq ? via samples organised by Energy
Tech Africa ?
sorry to be unclear
I am sure anything between 10 - 25% qualifies AOT as a game
changer..but I thought (some of) the figures were higher !!
Along the way, I have got the impression that the colder the
environment, the greater the savings achieved - which would be common sense I guess..?
Fingers crossed for 10Q...maybe the SRI results have been held
back for it...to provide something spicey..
Will the 10Q be the document
for some news..to ask the obvious ?
Timing a signed deal for that purpose ?
Why not give it its own Press Release though?
Maybe next week...
the 10Q by the end of next Monday ?
well, maybe the Whack4cast should defer to that document
as the main vehicle this week..for any news..
but some of those balls have got to come down
soon...
Just an Update should be possible if the 10Q
is too formal for such tit bits
Would the SRI reports constitute a potential clash with NDA's..
even if STWA has hired them as an independent voice ?
Keep up the good work Smile
It was good to see those facts and details...54% improvement was
one I had not seen before..
which of the known tests/projects is first in the diary..?
This is the week
The Whack4cast for the week is that one or more of
these categories will be announced
1. The total surprise category.. such as Norway : maybe one of the European producers such as Tal Oil will advance to next stage.
2. Background support - whether from SRI or from an EPA validation or another research institute
3. An investment bank is named as partnering STWA
4. Something from the Gulf of Mexico..
5. A lesser USA oil producer ..maybe in Texas..commits to next phase
That's a lot to prepare for..
FML - why do I want more shares
or why is next week going to be fantastic ??
(assuming you were asking me the question!)
well, you seemed to have answered both your own questions..
ie why not buy more shares and why should next
week not be fantastic...if it is just a matter of
'God knows when '??
better to be a wise virgin, with all due respect
to the purely spiritual dimension
((but its success will be a kind of Hallelujah...))
And I wanted to buy another 1,000 - 100,000 fwiw
but couldn't quite find the necessary liquidity
next week is going to be fantastic
Sodd and MSCI (Morgan Stanley Capital Investment..no less)
Where did you learn of this news..and upgrade from 1 to 3..?
Presuming this MSCI index refers to investment prospects,
that upgrade and by that esteemed institution seems like
a real feather in our cap ..
Clearly all the road trips and the long term planning re
institutional support is paying off.....
worth a bit of a fanfare, surely,...and there will be others
who follow...
Good call Flubug. Tri or Quad.
its going to be a cracker of a week..
which product and in which country will
be first?
who gives a furc ??
This is going to be a good week for us
The pieces of our global jigsaw cannot go on
being unconnected...or background or un-commercial
in themselves...
and there is a lot of confidence being expressed
across the board...
maybe it is too soon for Mr Khami's expertise to be
needed..
but the world is our oyster...trifurcationally speaking
well said FML
This is perhaps the norm or familiar for such a share/product
in such a market...where are the precedents ?
The STWA story can't be totally unique or unprecedented
in every way
why is it that the closer we get to the eventual metric
or success ..ie a contract....the lower the share price falls?
the same question being, why do the market makers bother ?
Maybe it is a simple case of inverted snobbery....in which the market dictates there will be not one step towards $200 per share
until we have all the proof..
no half way measures or gradual confidence allowed
with so many balls up in the air
as the saying goes,
I wonder if the collective nervous system
could take more than one piece of news or
press release per week ?
Expecting both the unexpected and the expected
is a big task...
When does the expected - SRI/ end of June - become
the unexpected ?
which is Trans Canada and all that ?
A contract is both ?!
Both have got to be...soon
Thank you Earth1 as always
and mercifully Greg Bigger and his team are not you APJ
as you may have noticed..they are what's known as other
people..and there are lots of them
They are professional people and their professional
conduct continues responsibly and not in the manner
of a petty criminal..
now on Ignore
BIFURCATION equals TRIFURCATION
there is always a third prong when there are
two prongs ..just because the whole is greater than the
sum total of its parts
whether it is called Vision or strategy or confidence or synergy
or whatever hybrid word can be devised to include all of them...
that word is the third prong which can be expressed one day in a Yes to Norway or in a yes to a new Vice President or in a dedicated M & A vehicle etc..
not to mention the lists of achievements as documented by the
CEO in substantive documents
there is now surely a good chance that the commercialisation
can speed up and look after itself
If I was a prospective client,with or without an NDA, I would
feel positively motivated and even wanting to get on with
something about to become a mainstream activity for the whole
damn industry..
what next...? and can there be any more bits of news
which don't raise the s.p...?
does not the word BIFURCATION say it all ?
not a word I've used or encountered on a daily
basis
nor ever expected to get excited about..
but it's all change now and my belief and trust is
all about a bifurcated approach...
yeehaaw - and if anyone can suppose that one of the Furcs
doesn't count, they are wrong
one furc depends on the other...as in the bifocals on my
nose right now...each half being formally or technically apart and all the better for it
this latest move sets up STWA as a monster in the making
with one furc moving its technology into more and more
areas..in more countries and parts of the market...(who reckoned on Norway jumping out of Nowhere??)
while the other furc gathers in finance and complementary assets and
thus increases STWA control and reach
anyone still talking about a takeover of STWA ??