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hi zerosum
re 50-75 units : it was not in the same breath as the 30 day
trial ...
it was more that potential customers were concerned
about QS capacity..
regardless of any specific initial phase which
they may or may not have gone through..
the demo partner seemed to have been dropped in favour of
the 30 day trial ...prior to the roll out of however many aot's
ie a more aggressive set of conditions ..cutting out the gently,
hands on : have the test and be secret and then buy or forget it;
turning defense into attack
forgotten what else you said !
now : an electrical diluent service
bespoke
and probably leased
e-diluence
a good move, substantively and marketing
the best bit is in Mr Lane's opening
the rest of it is mostly old hat
very old - ie the DRA/ Diluent being a loser
i think acquisitions are out as an option
we are due an 8k re good deal with Temple
re best long term re QS finances and stability
mr lane's opening statement seemed to end
the idea of having a demonstration partner permanently in the
field ?
he and Mr Munn have failed to persuade
a company to accept the fact of competitors
coming in to learn all the private stuff ??
did I get that right ?
this Demo idea has been replaced by a 30 day
trial leading in to the full roll out of AOT's
??
CEO indicated that the worries are good ones
ie can they cope with orders for 50-75 units ?
is the supply chain ready ?
does QS have the stability re long term servicing
and supply ?
not many people sounded to be there ..
Agreed Armour...And is the SHM the best occasion
for announcing news ? or maybe for discussing news
just released is better all round ?
I think Alkaline worked through these options..
I hope to goodness that News is not being held back
for the benefit of the July 14 ..
school holidays are expensive..the flights more so every
day..
Happy Independence Day ..
well, whatever the market is in terms of the
people who comprise influential areas, there
was a minimal response to the appointment of
S R and its perspective back on NDA'd events
shame
it's obviously not a material event, but it's
an event and it's materially based
do the relevant people not see it as
significant in any way until the new Vice President is
installing contracted AOT's ?
weird, I think
Smile - I'm thinking this is the best PR/News
for a long time : it's not the material event I need
every QS e-mail to be - but it is the next best thing, for sure
it consolidates the past, it provides a new, once-outsider's authoritative voice in support AOT,it suggests a fraction of what's always been going on in the background, it dilutes the Kinder Morgan domination and it suggests that all prospective QS clients have benefited from an expertise which is about to become ours and full time
and, yes, why now ? as you say, I guess they can afford him
anything else before the SHM...??
'high volume,high API gravity crude oil pipeline'
I wonder which one this is...
is SR someone with nothing to do with Kinder Morgan ?
as for the years of stuff written here about Trans Canada,
we now have yet more proof that the NDA was hiding neither
guilty secrets nor failures..
the only non-disclosed material of lasting significance
was positive..
Now that there is a Vice President of Engineering
one question is how AOT was really going to be
sold without one !?
as opposed to by directors with possibly less practical
experience on site..and without hands-on experiences of
bespoke variations
with his experience, the Vice President will know better than anyone precisely how customers can be helped on the ground ...
maybe he has been involved with the currently prospective clients
any such collaboration would suggest that deals are closer than would otherwise be possible ??
bloody great to have a Scandinavian
name in the mix
Lots of ss's or a Bjorn and they are as deep
and as deeply reliable as a shuttle to the centre of
the earth
fantastic to see quotes worked in & from someone other
than QS people
and this one is a (bearded) god...
and he - a skilled veteran - can provide the real story
of the Trans Canada
tests..just one part of the untold story that
has been screened for so long
share price over and after the weekend ??
i agree with Cpopp - for G's sakes
there is not much detail anywhere in general
but this piece has very serious things to say
about organisations who prefer to say nothing
Kinder Morgan is named in totally clear and relaxed
prose - that is a big detail -
and it is also in relation to trials with the world's
most difficult oils - condensate, light and ultra light
any more detail needed ..?
yes, the results were promising
i think the absence of a PR is the significant factor
counter intuitively, this is not to be used - that would
be too easy
ie it is small potatoes in comparison to what is coming
??
it was obviously sarcasm !!
at least to me,it was obvious
given your overall
position and the quality of the 'other side's
position
and i think Tpsully was joining in
?!
the perils of communication,
especially when it has to be polite !
so...gap-wise,where are we going next ?
.20 -.22 ?
There must be some kind of news,surely, which is
worth hearing..
it seems a madness that the only real news has to
be about what breaks out of an NDA stranglehold
that is also being publicly discussed
of course, that is the biggest beast, but there has
to be other life outside that paradox (secrecy is bad
and good news) and we are formally tackling that problem via
an un-named partner..
how about a chatty reference to the other projects that
must be ongoing ? another interview with a Houston magazine
or newspaper ?
Even if there is no contract waiting to be signed, what happened
to the XL ? Let's hear about the phase it's at..whatever it is,
it's not bad news...
what's the latest with Norrant or the other European collaborations..? Samples dealt with ? Consultations
under way ? Or Iraq ?
I thought the various executives were all now committed
to maximum communication etc...ok, so let's hear from them..
just a little cross-section of what's ongoing...
it wouldn't spoil the party at the SHM to hear a few morsels
now...and after 15 years this recurrent focus ONLY on the Next Big
Thing is a weary tradition wearing a long white beard...
thank you Armour for raising some interesting
points
about the forces at work in the AOT pipes
of the future
hey Footer - very good to know that you
are still out there & aka Chics4Biz right ??
aah..nostalgia ...for the roll call of names..
mostly forgotten...
Deephole etc
how many of the Longs will make it to the party ??!!
baptising a new cocktail called Viscosity ...
checfly..? is that the right name ?
good work Alkali - thanks for posting that
a nice surprise to get any other angle
apart from a QS one !
'as we speak', the timing is good and so on
sounds like the CEO had to rush off and sign..
one question is, if the Houston Business Journal can
do it, who else ?
every day counts...
Mr Lane also says that the Directors
will now be dedicated to a new transparency and fullness
of communication etc
I wonder how that will work in practice
re-reading the Update of 25 May
Mr Lane's personal mission is to overcome the
hurdle of the NDA culture -
Good, very good, to see that from an oilman whose
every statement tells us about the structural and paradoxical
problems that can weigh down even a new product with acknowledged
benefits
these problems have never been an excuse for a flawed technology
but an excuse for massive conservatism
and goodness knows if or when Gregg B would have found an answer
that tells the industry bow to change itself
let's hope the first details of this exciting twist have a
proportionately dramatic effect on the share price
end of the beginning ?
what a giant relief it was
when the Battle of Britain and
the Blitz came to an end : blue skies
and no hostile sounds in them
and in an infinitely scaled down moment
what a relief not to see
10-15 posts from Zersonoop
in a broadside
against I am not sure who or what
not through lack of appreciation of that
wall of daily defence
but simply through relief that
the stupid stuff is mostly
over...
surely ?
bon appetit
Lobster in Boston ...
how good to hear of these celebrations though
I don't recall the precise time of day/ meal being
lobstered..enjoyed a la Thermidor or plain ?
was a chowder involved ?
and what did Sir have to drink ?
Please do keep us up to date with all such
intake ..and omens..
ideally,even, in advance of the menu in hand
I feel sure the market and market-watchers
will want to know..
where is a table booked for tonight ?
enjoy Zerosum & thanks for your educational spirit !
maybe we should contact Stephen Spielberg?
its so big...it's so ..
who is going to play the trader who sees it first
on his computer ?
who is going to play poor old Sano ?
not little Tom Cruise ..he gets to be the oil
man who knows...
well said Alkaline ...this is a beautifully simple
'system '...with a queue of big bidders making good things
very clear..however many they really do buy,,
so now - thanks to the juggernaut/ escort..all the buyers and sellers can find their chosen level..
and surely everybody wants to be rid of the shorters..
that should read...how can the upward pressure
be realised in the share price ?
exciting
my goodness...what is going on ?
how can this upward pressure be realised in the
?
these are theoretical numbers & would take ages to buy
in mini portions
unless there was what... something huge to trigger some
movement ??
or are the bids enough to drive it up ?
well,a pedantic point maybe, but it is only a bid
but if no one is selling and the bid is rising
and if that is clearing the way to head higher...
that is strategic..and an invitation to let the market
have more freedom to find a proper valuation
this theoretical million could surely never be bought
in one sole purchase ...
it could be managed in however many portions and over
however much time..?
possibly in trading circles such a bid
has an endearing nick-name like a juggernaut
aha -- just found the bid ..for 999,999 @ 8 cents
curiouser and curiouser...
and tomorrow ??
Thanks Zerosum - but I also discounted the short business
and was seeking educational dialogue re other strategic possibilities...
but if the new bid is in @ 8 cents, and with an upward momentum
in the offing, who is going to sell today ?
Maybe tomorrow ?
a pattern ?
and will Zerosum receive an answer to his
recent question ...?
or is the idea of real proof &
evidence (when it is available) a bit tricky for
some posters?
so Moorea/ Zerosum & Longs ---i need education
about this million bid @ 0.077
surely this has to be strategic, right ?
and with how many phases
next, this cannot surely be a short bid ? ..more like
an effort to clear out the shorts ? to get the market
moving towards a proper evaluation ? via a kick-start..?
presuming it's genuine...and if he/she is testing the
fluidity as Moorea says...what are the next possible
steps ?..
the bid gets raised until the selling starts..? in small portions of shares ?
could this be a Houston two-step ??
I am wondering how excited I dare to be..!
Elektra has been improved and is ready
as stated in one of GB's Updates
some time before Christmas i think
but maybe now its marketing can begin
as maybe was originally intended only after AOT was further on
sales-wise
do your own dd
where is Tedco these days ? Chic4Biz?
Pandavoine ? Armour ?
to name a few...
and is Raging Bull finished as a site ?
welcome back Zerosum
well done for that $20,000 investment
Here's my take on recent changes - that the new CEO will be able
to embed QS in the oil/ energy community and that this progression (through security) may initially look like a sideways manoeuvre re AOT but that this will be turned into forward/ progress also..
surely a CEO who has created a site of 625,000 square acres of energy/prosperity etc will be able to find new prospects for Elektra and Joule Heating..whether in partnerships or joint ventures etc...and while slowly slowly AOT gains further acceptance and in the right places known to all decision makers
it seems to me that Greg B did everything in a purist way but maybe without the kind of leverage that engaged executive decisions ? does that make sense ? did he find the right place or person to sell to?
If a client or giant is going to have to change its modus operandi
where is the best place for a crumb size new tech company to start ? and who is the best person to find out ?
The billionaires were perhaps a recognition of the need for a wider spectrum/ security..given the time scales that were then becoming apparent ..
but now we seem to have the chance of a real foundation within the real commercial network of investors and decision makers and with the hope that QS will not just be used by companies who must always be interested in any such projects ..
but that there will now be leverage from a bulkier QS enterprise that also has a place in the Houston HUb...etc
sideways is the new forwards !?
how freakish would it be if there was news news news
and it was about Elektra !!
just imagine the howls from the Dr Whacky ward..
Truethat --- thanks for your best wishes
what is your name on the other boards ?
Is Raging Bull still in action ??
I was just wondering where many of the Longs
have gone...where is Tedco ? as one example ..and so many others
Deephole ...? Dr Feelgoodcal..? gecfly ? chic4biz ?
well done for disrupting your girlfriend's investment
habits ..it must be love !!
good luck to you and let's hope some fraction of us
survives along with our memories and our cash ..so that we
can have one HELLUVA of an anti-viscosity party ocean-side
and on a beautiful island..
costing only the difference in share price between its
beginning and its end
with waiters named Nonamedude etc..
late in Q1 - the consortium was due to meet
re the XL - 3 XL AOT's doing the work of 20 standard sized
the QS quote was $4-5 million
no reference to it in the 10k's list of testing
sites..maybe because it's a customised variation...
or just not ready..?
check out the new board member Dr Bunting
ERIC - who is an Ear Nose and Throat specialist
just for starters... before start-ups ..
we're going sideways and all ways
650.000 acres of development is a lot
this was in the planning for 2 years
and very good to see that Mr Lane has added his
weight via
shorter sentences and statements
my first reaction was that he will prove effective
in the Merger and Acquisitions and can take QS both
sideways and forwards..
i wonder how he connects with the infamous billionaires
who - possibly -had different views re the M & A to Mr Bigger ??
jaymark :i don't believe it's a siege !!
I may be starry eyed or seeing things under the desert
sun ...but my take is that Management has long made themselves
unavailable or fortified against that kind of predatory stuff
that was the rationale, I thought, of the M & A policy - presumably
still live in theory - and indicating a level of self-determination that would militate against being swallowed up..
likewise the variety of products being developed and the bond with Temple and the emphasis on patents ..
..and also the focus on global clients being brought into the game from the beginning...not just a geography lesson re oils of world and markets available but a Keep Out sign to anyone thinking
that to swallow QS would be a picnic in the woods !!
let's hope the XL has brought a lot of smaller entities into play
ie less of the unwieldy giant in a big contract
and more of the buzzy teamwork in smaller ones
welcome back 02 Infinity
good to be reminded of the variety of post and poster
of a bygone era !!
it is truly frustrating that the evolving should be happening only at the pace that it should ...but what makes it worse is that
the self-appointed experts on such evolution on this board feel qualified
(by financial needs or naivety or misplanning ..like me )
to ridicule anything else within reach
it's never mea culpa etc
Inspiration - it is not for you to say
who takes what seriously, including re
who takes you seriously
you are angry..and ?
The longer the wait, the worse QS becomes ?
If sales are not around the corner, where are they ?
thank you Smile
all the declamatory stuff about procedures and
what has gone wrong - it always comes back to a
blatantly personal and self-serving accusation
about the CEO
the CEO is to be blamed for the share price ..
and for everything that has frustrated shareholders
..poor marketing...poor understanding of the oil
business...you name it, it's the CEO's fault
and why did we have a SHM in Hawaii ?
that's right - because the cEO is a coward
and frightened that the truth of all these
accusations would be shown up.
of course..what else ? QED
hi Jaymark - I agree in many ways about the
real need for something other than these long
silences in which no doubt all sorts of inches are
being made..
I guess the purest project/ test would be an entirely new
pipeline - ie no disruption involved..
as it is there must be processes ongoing but they are probably
too specific and bespoke to easily involve us, news, updates and
all the rest of it..
you suggest the vacuum cleaner salesman...how about the metaphor of a tailor ...? would the consenting client appreciate being involved in anything other than the fuss and specialist fuss re his / her needs and purchase ?
if every inch of pipeline is a potential consideration and then there is remote control / SCADA etc ..just think how this mass of
separate technical issues would invite or involve the full weight of the entire bureaucracy ?
my guess is that the potential clients are being as slow as
they are scrupulous - none of them is poor and they will get their
money back in good time and so who knows how many ways there are
of testing or suggesting variations...special models or skids for
different platforms....
and how could there be a contract or good deal until it was ALL
ready and included ...having all been virtually or maybe even actually tested ?
I honestly think this process is unfolding regardless of anything
re the management's approach ...After all - Messrs Bundros or Dickson know the territory very well...
I do think it will change once the first contracts and clients
are up and running ..
but I am truly weary of the whole damn thing