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how soon ? when when when ?
when when when ?
when ?
how soon ?
how
soooooon
no further testing re the China pilot ?
that makes them favourite for the 'overseas'
client ?
and they are described as already familiar with
the various models..
South America is not overseas right ?
trying again : thoughts on the "overseas" client ?
China ? no further testing referred to ?
next favourite : Iraq..?
i'm still hoping that someone who was
confused by which clients were being referred to in
both recent updates
can support my hope for an imminent-ish green light for purchase
& not for testing
agreed Moorea9
i'm still not able to believe that every single potential
client is going via the pilot/installation model
nor that they are all going to spend months watching and
waiting for the pilot results..
surely there's one out there that just wants to get on
with it...
irag ? china ? south american/ state owned ..?
that interview seems to have been recorded in 2017
the year is referred to by JL towards the end
and he is then asked about his hopes for 2018
they thought they should wait for a better time
before releasing it ?
Snoop - we agreed a couple of weeks ago
that these three pilot programmes - the focus of
Jan/Feb update - had been made to look like the only clients
leading the way..and with that 2018 pilot timeline looking like
the timeline for ALL QS clients
but - we agreed that there were other clients excluded from 2018 Updates who had been pilot-scheming for months, apparently, and were also close to finalising...
i'm wondering if that can still be possible ?
would there be something other than a pilot-led deal ?
would Iraq or China or a state owned corps be likely to
have another way of doing things ? or they are all watching and waiting as we go down the slowest route ?
good news : points arising
the CEO refers to hopes of executing a LOI in 2018
that execution means ..writing/signing the LOI
or carrying out the intentions referred to in it ??
he says he is excited to see the AOT operating in the
field away from NDA's....where is that already happening?
i've forgotten what's already up and running
or is CEO just excited at the prospects...?
im still hoping that Irag or China or a state owned
corps can manage something faster..leap-frogging over
all the pilot testing etc...??
obviously the last update was Jan/Feb
& was tied in with that online page for Feb 2018
but this update caused confusion as it did not represent
QS' most advanced clients...who were referred to in Nov last year
QS appeared surprised by this confusion but agreed to remedy the
muddled presentation of things..
in other words we are entitled to press for that clarification :
the update that proves the Jan/Feb timeline is NOT in regard to
first contracts/ pilots
that first was established supposedly in 2017
thank you - that has to be favourite
very good to have it spelt out here
the last Update did not pertain to the most
advanced negotiations; this caused a response
which created pressure in QS to clarify that distinction
- ie where are those first wave clients, supposedly
already long involved before Feb 2018 in the pilot/ installation
model ?
is it really the idea that every client becomes so enamoured of a total network overhaul that there are no smaller scale items of
hard news ??
Letters of Intent are too....vague, informal ? There is no recourse to legal phraseology to create all the necessary options ?
eg .."subject to further successful tests ..."
Shrimclim : Jason Lane's email address
well said
the best e-mail address to use ?
let's have it out here, nice and clear
I've tried the tireless and patient John Valenti
but it's back to the tyranny of NDA's as far as he is
concerned
whatever happened to the imminent Letters of Intent ..just waiting for completion...was it two months ago ?
samples were clearing customs, Temple receiving one by the end of that week,
others coming, bottlenecks needing help,China eager to get back to
speed,....
next email ? Rasmussen telling us about the Californian survey..
are Updates or Letters of Intent really incompatible with NDA's??
i will email Lane...however few shares I have left
thanks
timelines & Update and Newsheet feb 2018
to be 100% clear..
i'm of the opinion that those 3 pilot/installations
...South America/ china/ bottleneck..
are just the LATEST to be further involved with QS
within whatever evolving parameters related to each
client..at the time of writing the updates etc
there are surely older clients further along than
these 3...
given that pilots & leases etc were the main subject at the AGM
but the update was a bit confusing at first and the pace of things was
very disappointing .until I re-read the old stuff
great news if the Feb 2018 picture can be given a fuller context
thanks to Zerosnoop and Smile
very good to see those abstracts and to
learn of support from other universities - in
China and Iraq - for this technology
all the stats // %'s are getting better
whether in viscosity reduction or in power used
excellent that CEO has the whole global industry
involved in both transparent presentation of success
and in network wide projections
one Letter of Intent will make it all real
who can afford not to have AOT ?
to answer one of my own questions
a third reading tells me that re South America
the LOI could precede the testing - given the wording
that suggests that the intentions could embrace whatever the
latest data was, rather than change or become irrelevant because
of that data
I'm guessing it' s a two horse race between Asia (China?) in
re-drafting the LOI
versus the final tests on samples re bottlenecks etc in the
South
the Asia paragraph is so damn short..a cute understatement or what ?
its got none of the itsy-bitsy facts re timings and Temple..which could be a bluff.....
help !
etc
good points and progress throughout
great to have LOI's to the fore.. is it 3 of them?
which one is most likely to be first - if
Material events and news are in the "very near future"?
I wonder if JJ2016 might have a view on that ??
any thoughts on whether a LOI can precede the 30-60
days of testing ? ..the Intent being clear enough before
the precise data is added later ?? too hopeful// impatient ??
great to see it spelt out loud and clear - the weighing up
of more pump stations and diluent versus AOT - just so
the world can see who won the debate !
good to have transparency and consensus publicly rolled out
to deal with industry secrecy....
a bit disappointing to see that samples are still being
sent around the world as part of negotiations seemingly
already well advanced ..
didn't we have pilots and tests ongoing some time ago ?
with older versions of AOT perhaps ?
etc
golden eggs for Christmas says I
the whole business of failed tests and terminated
leases etc died many years ago
several of us idiots knew at the time that the tests had been
successful
then the rest of them gradually learnt that the NDA's etc are
genuine and fronting a scam
no we see who has been wasting their own time
and it aint Jason Lane & co
hi footer, well said
let's see how quickly our new CEO earns
his commission
or how soon the directors' investments in QSEP
bear fruit..
simple
Thanks Shrimclim -- i wonder if the Gulf of Mexico
could be via Kinder Morgan..pondering full pilot
deployment re 2018 and 2019 ..so what has that pondering
got to do with finances now, the 2nd Q of 2017 ??
I have lost track of who is doing what
but why would a potential client be mentioned in a cashless context..re more viscosity tests for Middle East ?..20-50% ..so ?
where's the cash spin off re NOW ?
the Canadian oil sands..that does involve payment..
curiously tailored and retro but from a forward looking
position ??
10q & calling the Forensics,maybe AISI,Shrimclim
anything of any interest in it ?
closing on 30 June ; so 6 weeks' work still
to be covered..
advice please : re the last trade, after hours
does this after hours trade mean that QS
will open on Monday @ 0.25 ?
interesting technique..
thanks for your input Zerosum
all that energy and enthusiasm
lets hope Houston'e response to the new
bunch in town is found somewhere in the 10 q
anything new would be good
10q is due soon I think
by the end of this week ?
with some voting to be done
re those 200 million shares
let's hope the market sees financial
stability and more...
August 6 deadline and 200 million more shares
are coming
assuming the vote is favourable, eventually
how will this new stock be administered i wonder ?
and with what effect on the share price I also
wonder ?
thanks Cass ---- it has sorted out all my
uncertainty re demo partner etc
that policy is still active, with only the larger
companies not keen to be visited / looked at
by competitors
the need remains to establish a working model
in the field and to let any potential clients do
their own thing over 30 days prior to full implementation
they seem to have sorted out the supply lines issue, being
good to go for orders of 50-75 AOT's , as an example..
as for the market need to see QS as financially stable, i guess
the move from 300 to 500 million shares is one such step forward, along with the insider buying..
nice work if you can get it, these self-perpetuating securities..
while all these companies choose to be private with their statistics - etc etc - let's hope for the best for the people waiting for 15 years and who have been holding on and who can no longer perpetuate their position..
as a great Chinese philosopher no doubt said, 'you can't sell the
same pig twice'
to repeat re the SHM..and quoting it here
a curious fact about posts here --- not one
person/ poster appears to have tried to re-listen
to the CEO at SHM..
or if there was no tape accessible, there has still
been not one quote here..
the question of the demo-partner is still not clear
in my mind...
anyway, as long as it's clear one day, preferably today,
tomorrow
before Christmas
etc
possibly not KC..so ?
the man is presumably taking advantage of what the situation is
and doing something longer term
and i wish i could buy some more
but i guess the 10 cent buyers are taking some profits
and we have to endure being played for a while longer
hopefully if an insider like Jason Lane can challenge
the industry secrecy and the NDA culture, that challenge
in itself will have a positive effect
i wish to God JR Ewing would loudly and publicly get his family oil tuned in
to the Great Green Pipes..rat neow !
zerosum --- you thought this was dead
before Jason was involved..?
wow..i would never have guessed that from your
posts ..
but I take your point about what this new management
means in itself..
chalk and cheese
and I guess Greg and co would have waited patiently
for the hulks to be kind..who knows how proactive he
could have been..
it's frustrating that no-one seems to have listened
to the CEO /SHM again..
Smile - ok, well, I'll take your word
for it
family owned or small , my take was that they did not
want the exposure and Jason was having to adjust..
substituting first plan with the 30 days of private tests
etc..
anyway, lets see
what is so good is that he is forcing the industry to
deal with itself..shaking it up for its own good !
time and communication in my view
it is a big theme that the CEO is very well connected
and very aggressive...he is going to find new ways to deal
with the industry he has thrived in
likewise the new board of directors
in fact, the new set up makes the old BOD look pretty amateurish
and even totally misconceived..
if these new directors are sending the right signals to the
market and while each one communicates to the full, then this is surely going to
force things on to a new footing..
with the market knowing the potential that is being expressed in the slowness and delays
that's my hope !
interesting Zerosum... it is good to know that
some aspects/ complexities of the market can perhaps
come to our aid (mine especially !)
even if it is on the simple level of all the anticipation and
pent up energy around the commercialisation of a validated
technology...
year after year there has been good news and all the while this stock has been a sitting target for the shorters and whoevers..so let's hope there are now, finally, factors combining and amounting to a 'mechanism' that can ping this stock up and up
even if this momentum is via nothing more than people getting on the phone,focus changing.
the fact is that every single company from Trans Canada onwards has had only good things to say..
Smile :as I understand it, the smaller companies
were always the targets for the demo-partner;
a smaller fish always being more likely to need the
offer of partnership and a deal
this was the hot topic as the SHM approached: which company
would have signed in time ?
Mr Lane's opening remarks went straight to the subject : " the problem is that they don't want to be so visible.."..
so the secrecy rules, whatever the size
i think the demo partner idea has gone and I think
it was specifically ruled out later in the meeting,
along with the acquisition idea...and one director
summed up...it was very simple : more shares needed,
sales being pushed for..
but i have not been able to rehear the meeting
and would be happy to be contradicted by anyone
who has..
NO : it will not 'drop like a rock ..again'
etc - in my view, any such drops have stopped;
it might not rise much or hold indefinitely, without
the sales,
but that is not a repetition of anything (again)
and the market can move it up on buying and on anticipation
and that can only increase and become a one way ticket..
but if you want to go on saying that you were right,
like you said, so be it..
no KC - if it is buying which drives the price
up,with some big buyers taking positions,
this could presumably continue without any news
being posted..
better if there is news, obviously,
but its absence will not necessarily
mean a price drop..
smile- about the demo-partner, I thought
that the CEO opened the SHM by saying that that
idea had not worked..
that the candidates on the list had all shown a
preference for not going public and being generally
visible
thus he/they had the new policy of a 30 day trial
(free?) but with that being conditional on a full roll
out of AOT afterwards..
at the SHM : his first words : ~ the problem is that they
don't want to be...looked at..etc.."
he sounded pretty frustrated and thus a more aggressive
approach...and thus the need for the legals to restrict his
language....."forward looking stateements" etc ..
no ?
you did not hear that ?
still expecting a demo-partner ??
I have not been able to re-listen to the SHM...
thanks Alkaline....there is a lot going on
for sure
and with a mass of different timelines
competing to get into a straight line
i wonder if any contracts etc would have to wait
for the new shares to sorted out...and why ?
protocol ?
making change and transition as easy as possible
is a factor I think - the new brand / marketing of
e-diluence via a lease seems bang on target
for an industry that moves as slowly as it can
it also provides QS / Jason Lane the means with which
to be more aggressive
no more waiting for the snail to put on its dancing
shoes -now it finds itself on the dance floor and with
the music switching up...or being told to go home
sort of thing !?
And the point you are making about that,Inspiration ?
it is very clear what it, this adjustment, is ;
both parties benefiting overall in different ways
within a developing situation ..
so ?
thanks Snoop for that new material from Temple
that relationship has been invaluable for STWA/QS
and the commercial viability of AOT and other products
now looks to be part of the equation
as always Inspiration you present yourself
as an experienced expert..but who
in fact is talking only about business as
a form of good or bad manners
mr Bigger had bad manners and everything else is
poorly done, it seems.
Temple and QS have renegotiated their position and
QS can relax about the debt - it happens all the time
This is new and it is good and indicates confidence in
revenues and sales moving that much closer...
as other progressive remarks/ factors also did
perhaps you should find time to re-listen to the
recording - the intervention of the Legals was new
(forward looking strictures..twice) as was the
re-branding idea ..e-diluents / leases
etc
wrong. it does say that
and it has been saying it one way or another
for a very long time
time to drop this share // board from your list
I agree Shrimclim ; up to a point
it was an anti-climax and turgid listening - same old stuff
about
DRA and more shares being authorised or issued
and most of it was just live versions of the Updates
and Press Releases..
but the general picture remains that Secrecy rules but
there were little bits of Everything much more than nothing
about nothing... with little gems thrown in about the
condensate triumph or the new marketing of e-diluents or
international stuff being, 'very very positive'..
there's no escaping the positive 'fluff' until the
contracts hit..
and i think QS is much more confident//aggressive now - there is no
need for a Hail Mary etc - the new deal is that the client
has a 30 day trial - free I assume - on the condition of a commitment to AOT..
maybe one day QS will buy its own demonstration pipeline
but until then, there is another way to go..